An Inside Look Into StashAway

With all of the different investment options available, it can be difficult to determine which portfolio manager should invest your hard-earned money. Here, we’ll give you an inside look into StashAway and explain how our technology and investment strategy set our offering apart from other traditional financial advisors and robo-advisors. More specifically, we’ll discuss how our technology personalises your portfolios, and how it intelligently manages your investments.

You can use this as an opportunity to ask any questions you have about how we manage your money, about the team, or whatever else is on your mind.

About the speakers:

Wong Wai Ken, Country Manager of StashAway Malaysia

Wai Ken has accumulated asset management experience in the Investments division of Khazanah Nasional Berhad and Premium China Funds Management in Australia. He has also gained capital markets experience at Affin Hwang Capital by serving in both its Corporate Strategy and Equity Capital Markets departments. Wai Ken holds a Bachelor of Commerce and Bachelor of Economics from the University of New South Wales.

About StashAway

StashAway is a digital wealth manager that seamlessly builds personalised portfolios for you based on your personal characteristics and preferences so that you can reach your goals sooner than with other savings and investing methods.

We built StashAway assuming that you would want decades of experience behind your money, a device-agnostic and intuitive digital user interface, annual fees between just 0.2% and 0.8%, unlimited withdrawals, deeply advanced investment strategies, and real-person customer support.

www.stashaway.my

StashAway Academy

We understand that managing your personal finances can be a daunting task. With so many topics to cover such as retirement, budgeting and investing your wealth, it can be very confusing for those who have no proper guidance. At StashAway, we have set up our very own academy in order to share our knowledge with people like you: those who want to take control of their finances.

We provide education and training programmes for beginners, intermediate learners, and even professionals. These courses cover a wide range of topics that can help you to take control of your financial future and apply what you have learnt to real problems you may face in your day-to-day life.

Beginners will be exposed to core financial concepts through a variety of courses, such as “Basics of Financial Planning”.

For those with a stronger understanding of their finances, we will cover topics on investments such as Introduction to Risk, Exchange-Traded Fund (ETF) and Basic Rules when Selecting Investment Products.

As for the more experienced ones, we will share with you about StashAway’s Advanced Investment Framework: on it’s risk and returns, asset allocation and ETFs as well as the economic cycles that exists as one of the core pillars of our investment strategy. Not only that, the academy will educate you on the importance of having a financial Plan B under these expert-level courses.

We are here to provide you with answers for your burning questions on finance. We will assist you in managing your resources as well as in implementing your financial plan to reach your financial goals. With StashAway Academy, you can get started on taking control of your finances, today.

 

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