KairosWealth

KairosWealth will be kickstarting the week tomorrow in Riyadh with Singapore FinTech Association (SFA)'s inaugural "Riyadh Mission Trip" in cooperation with Fintech Saudi | فنتك السعودية and 24 Fintech. We look forward meeting with banks, regulators and tech companies to share insights and discuss potential synergies between our respective firms and associations. 24 Fintech is KSA's inaugural Fintech summit from 3rd-5th September with more than 26000 attendees, 300 exhibitors and 200 investors. Stay tuned for updates Gaurav Babbar Vincent Teyssier #singaporefintech #24fintech #wealthmanagement #futureofwealth

Our Chief Growth Officer, Gaurav Babbar was recently invited to a close door Family Office meet organised by a PE firm in Singapore. One of the presentations was by Associate Professor Weina Zhang, Deputy Director of the Sustainable and Green Finance Institute (SGFIN) at NUS Business School. SGFIN is supported by MAS with a key research focus being to develop a sustainability and impact measurement and assessment framework. Professor Zhang made reference to her team's study conducted on investor's preference to invest in the WaterCredit Investment Fund 3 (WCIF3). The fund launched by WaterEquity whose founders are Gary White and Matt Damon. WCIF3 aims to provide clean water solutions to four developing countries including India, Indonesia, Cambodia and the Philippines. The blended finance initiative involves equity sourcing and debt sourcing. Her team looked at three types of investors interested in putting money into these kinds of funds: foundations, financial institutions and high-net-worth individuals. The team assigned financial institutions as having the lowest risk aversion, and high net worth individuals having the highest, with foundations in the middle.  The team also used a parameter called “impact preference,” which looks at how much the investor cares about the social and environmental returns of the investment. The team assumed foundations are the most interested in the impact, caring 70% about the impact and 30% about the traditional financial returns. Financial institutions would be in the middle, and high net worth individuals would care the least about impact. The last slide references the final optimal allocation by the investors and the return/volatility based on their allocation to WCIF3 and the S&P 500. The team at KairosWealth understands the importance of ESG and Sustainable Finance scoring and investments to FOs globally. We are working towards this to have a comprehensive WealthTech platform for our clients. Gaurav Babbar Vincent Teyssier #esg #sustainablefinance #familyoffices #wealthtech

Gaurav Babbar, our Chief Growth Officer recently attended the VCCircle Family Office Summit at Taj Lands End, Mumbai. The summit was attended by key Indian FOs and Investment Managers. Key panel topics were "Public vs Private", "Active vs Passive", "FOs need for a professional touch", "Building opertational resilience in FO" amonst others. Key facts of the summit: - 300 registered FOs in India compared to 7000~globally. There are about 1500~ unregistered FOs in India. - FO wealth is now at $6trillion globally - Indian FOs can learn a lot from their global counterparts - professional approach to structuring a FO, having an investment charter, diversification etc - FO investment teams are more generalists and the panelists highlighted the need for asset class specialists in Private Credit, VC, PE, Art etc - Some of the large FOs have adopted external advisors to independently monitor the decisions by the investment team - Risk and Governance framework is key - Adoption of technology is becoming increasingly crucial given the different custodians, investment assets What we do at KairosWealth is exactly that. We enable FOs and Investment Managers to have a consolidated view of their investments with different custodians and asset classes. The tools available allow them to make structured investment decisions on their overall mandate. Gaurav Babbar Vincent Teyssier #VCFamilyOfficeSummit24 #FamilyOfficeSummit #InvestmentStrategy #VCCircle #FamilyOfficeExploration

In an exclusive discussion with The Economic Times, our CTO Vincent Teyssier shares about AI in Financial services, challenges, leadership and governance, to enable the next wave of innovation. #ai #futureofwealth #financialservices #enterpriseai #generativeai #wealthmanagement

👨🔬 Understanding portfolio allocation and concentration risks is one of the basic key capability that digitalisation brings to wealthy individuals or family office. But beyond visibility, aligning your portfolio allocation with your risk appetite, long term objectives and personal preference is key to ensure a prosperous future. Gaurav Babbar #kairoswealth #wealthmanagement #futureofwealth #portfoliomanagement #assetallocation #uhnwi

Where is #wealth growing the fastest? This great visualization from the Visual Capitalist gives us good insights as to which geographies excel in creating mass affluents, HNIs and UHNWI. 👨👩👦👦 With an increasing number of individuals to serve with personalised wealth services, digitalisation of the sector is the priority number one for wealth managers wanting to capture their share of the pie. #wealthmanagement #futureofwealth #digitalwealthmanagement Gaurav Babbar Vincent Teyssier

Understand more of AI’s efficiency in WealthTech by our CTO, Vincent Teyssier

KairosWealth Chief Growth Officer, Gaurav Babbar attended the The Hong Kong University of Science and Technology alumni meet in Singapore last week. One of the key panel sessions was "Synergy between Singapore and Hong Kong in Family Businesses and Family Offices" with esteemed speakers from the Eu Yan Sang and Hong How Group family. Prof Roger King and Prof Winnie Peng were key contributors in the outlook of Asian family businesses and family offices. To summarise the session, - Business continuation ranked as the no.1 priority for family businesses - 80% of Nextgen do not want to join the family business - Family businesses are looking at increasing support from the capital markets but most of them are currently not structured to sell/divest - Building responsible shareholders is of utmost priority - Lifespan of people are increasing while business cycles are getting shorter. Traditional family businesses need to adapt and diversify for the next generation - Important to build synergies with global families and businesses - Philanthrophy has to be adopted strongly - Preservation of harmony, family legacy and wealth are the most ranked for families in Asia - Adopting technology is vital for both businesses and family offices HKUST has published a detailed report "Landscape of family offices in Greater China" https://lnkd.in/gWkHhta3 We at KairosWealth look forward to working with Asian family offices to both digitize their platform and have access to well curated products. #wealthmanagement #futureofai #kairoswealth #familyoffice Vincent Teyssier

Our case study with Qdrant is live. Learn how Qdrant, one of the most, if not the most, innovative vector database solution helped us achieve results at scale and help transform wealth management with AI-Driven recommendations, question answering, market research agents and many insights. A big thanks to Andre Zayarni and Manuel Meyer for the great interactions and your amazing team. #artificalintelligence #wealthmanagement #futureofwealth #genai https://lnkd.in/gtvtVPY7

KairosWealth is pleased to announce the appointment of Gaurav Babbar as Chief Growth Officer. Gaurav joins us from Bank of Singapore where he held roles of Executive Director (Sr.DPM Product Specialist) for the global discretionary business and was responsible for Managed Investments (Funds, Discretionary, PE, HF) for the bank in Dubai. He was earlier Eastspring Investments' Head of Business and SEO for ME and Africa prior to which he was part of the SE Asia Wealth and PB teams at ICICI Bank, ABN AMRO and Credit Agricole. Gaurav has a post graduate specialization from HKUST-NYU Stern MS in Global Finance, a post graduate in International Business from Indian Institute of Foreign Trade and is an Eco(Hons) graduate from St. Xavier's College Along with our CTO, Vincent Teyssier, Gaurav will work with Family Offices (Single & Multi), EAMs, FIs globally to create a strong client and product platform using AI driven tech and key product partnerships. #wealthmanagement #futureofwealth #familyoffices #assetmanagers #fintech https://lnkd.in/gKiH-SRr