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    Kai Mak

    Head of Wealth Management, Virtual Bank at WeLab

    Kai Mak is the Head of Wealth Management at WeLab Bank, a digital bank based in Hong Kong.12 He joined WeLab Bank in September 2019 and has been instrumental in building and launching GoWealth, the first digital wealth advisory service among all Hong Kong and Asian digital banks.1

    Kai has extensive experience in the digital banking and asset management industry. At WeLab Bank, he:

    1. Engineered the entire GoWealth service, covering business strategy, marketing, product design, UI/UX, project management, operations, tech development, and regulatory compliance.1
    2. Obtained SFC type 1 & 4 licenses and secured approval from HKMA.1
    3. Established a strategic collaboration with AllianzGI to co-develop the robo engine and model portfolio suite for GoWealth.1

    Prior to WeLab Bank, Kai worked at Value Partners Group for nearly 13 years, where he held positions including Managing Director and Senior Fund Manager of Quantitative Investment Solutions (QIS).1 He has a Bachelor's degree in Economics and Finance from the University of Hong Kong.1

    Kai is passionate about leveraging technology to improve financial services. He has spoken about using generative AI chatbots for wealth management suggestions3 and emphasizes the importance of automation and digitalization in providing seamless services to investors.2

    Related Questions

    What are Kai Mak's key achievements at WeLab Bank?
    How did Kai Mak develop the GoWealth digital wealth advisory service?
    What strategies did Kai Mak use to grow the QIS business at Value Partners?
    How does Kai Mak's experience in digital banking compare to his experience in asset management?
    What innovative solutions has Kai Mak implemented in his career?
    Kai Mak
    Kai Mak, photo 1
    Kai Mak, photo 2
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    Location

    Hong Kong