Empowering
AI-Enabled
Technology Solutions
for
Financial Services Firms
Experience next generation digital investment & client management
A SMART TECHNOLOGY PARTNER FOR FINANCIAL INSTITUTIONS AND THEIR CLIENTS
BetaSmartz is a global fintech business, offering financial institutions wealth & investment management technology
and digital transformation advice.
Born from the first-hand experience of running a wealth & investment firm and the frustrations of rigid off-the-shelf financial technology, BetaSmartz delivers flexible and modular AI-enabled investment, client & data management software - backed by over 400
pre-existing individual APIs - that can be custom assembled to create a completely bespoke solution.
Efficiency. Experience. Engagement. BetaSmartz is committed to the efficiencies you gain, experiences you have, and engagements you advance through the use of our technology, streamlining the lives of your employees and clients. Because Life Comes First.
Our partnership model and open-architecture approach to implementation is designed to augment & enhance existing technology, replace existing technology and/or deliver entirely new capabilities, giving your business a
tailor-made tech stack that evolves and scales effortlessly over time.
Today, our team brings 300+ years of collective financial industry experience across
investment & trading, sales & distribution, technology & operations, risk & compliance.
Future-Proofing Your Client & Investment Life Cycles
Unrivalled Depth and Breadth
EFFICIENCY. ENGAGEMENT. EXPERIENCE.
"Net-Zero Bureaucracy": Digitizing your client acquisition process
Digital assessment and objectives tools for advisors and their clients
Automated end-to-end investment management solutions
Digital tools and interfaces for advisor / client engagement and maintenance
Data consolidation, aggregation and automation across all aspects of your business
The BetaSmartz advantage
Efficiencies
We white-label and customize each solution, user console and communication tool to give businesses the latest in branded financial technology.
Tailored
Segmented investment, operational and administrative software backed by 400+ individual APIs that can be individually implemented, assembled as a customised collection of modules, or delivered as a full end-to-end digital solution. This building block approach allows businesses to address specific pain points without having to commit to a full end-to-end digital solution.
Modular
Open Architecture
From digital account opening in minutes to automated portfolio allocation, rebalancing and reporting, BetaSmartz work centres on reducing cost, maximising the efficiency and scale of financial institutions and optimising the investment journey and experience of their clients.
As well as seamless integration and connectivity with both internal and external 3rd party systems and platforms, a BetaSmartz solution allows for the integration of a financial institution's chosen product set, process, views and assumptions, creating a hybrid solution that retains and preserves the financial institution’s core DNA and approach.
Committed to financial institutions and their clients
A GLOBAL MANAGEMENT & ADVISORY TEAM WITH UNPARALLELED EXPERIENCE IN FINANCIAL SERVICES AND TECHNOLOGY
Zak Allom
Executive Chairman, CEO
& Co-Founder
Zak is a former equities trader and private banker and is an experienced financial services executive. Previously MD of Hong Kong and Global Head of Asset & Wealth Management at Tardis Group, and prior to that MD of Asia & Global Head of Asset Management at Kinsey Allen International. He has also worked at Barclays Capital, RHB Securities and Fox Invest and has served as a Board Director of global investment manager, Boka Group.
FRSA.
John James
Non-Executive Chairman
& Co-Founder
Michael Jackson
Chief Technology Officer
John is an experienced entrepreneur and fund manager. He is currently founding CEO of Fusion Acquisition Corp. II (NYSE: FSNB) and was formerly CEO of Fusion Acquisition Corp. (NYSE: ML). He previously founded global investment manager, Boka Group, and was Head of Global Strategy for a leading Australian Fund Manager. He started his career as a Portfolio Manager for London based Anglo-Suisse Capital.
BA (Hons) / MA – Oxford. Law – London. Business & Marketing – Illinois at Urbana-Champaign - College of Business. F Fin; Chartered MCSI.
Michael is an experienced technology professional who was most recently Regional Head of System and Platform Services at Manulife Wealth & Asset Management, Asia. He was previously at ING Life Insurance in Japan as Head of Solution Delivery, and has also worked at Merrill Lynch, Axa and Barclays Capital in senior technology roles.
BASc – Columbia. AAS – Vaughn College.
James Sawyer
Business Development
James has six years’ experience in consulting and wealth management, with core skills in business strategy & development, account management, and working with internal and external stakeholders to achieve maximum commercial impact. Alongside his BetaSmartz role, James is also a professional rugby player, playing nationally for the Hong Kong China Rugby Union and for the HKCR Premiership side Societe Generale Valley RFC.
Tom is a seasoned financial services executive and lawyer. Most recently, he was COO and General Counsel for The Capital Markets Company (CAPCO). He also served as Chief Risk & Compliance Officer and was Chair of the APAC & India Risk Committee. Tom has also practiced as a corporate, commercial and business services lawyer with firms such as Mayer Brown and Minter Ellison. He is a Member of the Federal Court and High Court of Australia and a Member of the Victorian Bar. JD – Melbourne Law School / GDLP – ANU School of Law / AB (Hons) – Chicago.
Tom Keenan
Chief Operations Officer
& General Counsel
Tim Pethybridge
Advisory Board
Tim is a highly experienced private wealth and investment management specialist. He started his career as a stockbroker, with senior management roles at Vickers da Costa, Salomon Brothers and RHB Group. Latterly he was Head of the Client Group at Coutts, Director of Private Wealth at Deutsche Bank (UK) and Head of Key Clients at Lloyds Bank Private Banking. Tim is a founding partner and Chief Risk Officer of a specialist corporate finance, advisory and investment management business.
LLB – Oxford.
Adam Matthews
Advisory Board
Stephen Kent
Advisory Board
Jim Ross
Advisory Board
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Kelly Driscoll
Advisory Board
Former APAC Head of Client Portfolio Managers at Eastspring Investments in Singapore, having taken a 3-year career break. Previously Head of Asia for RBC Asset Management and Board Member of RBC ITS, Wealth Management and Capital Markets businesses across the region, and Managing Director at JPMorgan Asset Management in London and Hong Kong
Former APAC CFO for BGC Partners, having previously served as APAC & Middle East CFO at ICAP. Stephen has built a career driving strategic financial management, corporate governance, and business transformation in complex, high-growth environments.
Jim is a financial product innovator and experienced director. He is Chairman of Fusion Acquisition Corp. II (NYSE: FSNB) and a senior advisor to State Street. He is best known for being the global Chairman of its SPDR exchange-traded funds' business. He is an ETF pioneer and was instrumental in creating, developing, and bringing to market many of the world’s first ETFs, including ETFs in the U.S., Hong Kong and Australia. These included the SPDR S&P 500 ETF (NYSE: SPY), the first U.S. ETF and largest ETF in the world today, as well as the first gold ETF (NYSE: GLD).
BSc – Bentley College.
Kelly is a successful asset management executive with international board experience, fiduciary expertise, and a proven track record of driving cross-enterprise transformation initiatives. She spent more than 30 years at State Street where she was most recently a Senior Vice President in Global Services. Her previous leadership roles at SSGA included Head of Public Policy and Governance, Head of Asia ex-Japan, and building and leading the fiduciary business. She is currently a principal of Fiduciary Resolutions, a fiduciary advisory and consulting firm.
BA – Catholic. JD – Suffolk. MA – Boston.
What People are Saying
Latest news and media
Listed as one of the world's top 100 "most innovative WealthTech companies that every leader in wealth and asset management industries needs to know about"
2019, 2020 & 2022
Listed in Asia's top 19 WealthTech companies:
"Asia is home to the world’s largest wealth management market..."
May 2019
FinTech adoption among consumers has nearly doubled over the past 18 months, and the “adoption rate is growing faster than anticipated. ”
June 2019
WealthTech 100
FinTech Singapore
EY Global FinTech Adoption Index
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L19, TWO INTERNATIONAL FINANCE CENTRE, 8 FINANCE STREET, CENTRAL, HONG KONG | +852 2251 1736
L29 CHIFLEY TOWER, 2 CHIFLEY SQUARE, SYDNEY, NSW 2000, AUSTRALIA | +61 2 9238 8116
