FinEX Asia is the first global fintech platform connecting professional and institutional Asian investors with high quality, low volatility asset classes, including U.S. consumer loans, an asset class that was traditionally dominated by global institutional investors and banks. We aim to maximize return for qualified investors through technology, professionalism, expertise and an extensive global network.
Asset management is our core business. Combining our rich risk management expertise and advanced fintech technology, FinEX Asia launched Asia’s first financial technology asset management platform. Through this platform, professional and institutional investors can access a series of FinEX Asia funds that are carefully structured through advanced risk modelling capabilities, blockchain data security and real-time performance monitoring. FinEX Asia Investment Limited is an SFC regulated entity.
FinEX Asia is also committed to global investment services through our international network and presence. Our team is dedicated to provide the best options for qualified Asian investors interested in gaining easy access to strong, high performing asset classes around the globe.
Based in Hong Kong, FinEX Asia is a strategic technology partner of Dianrong, a leader in online marketplace lending in China.
Maggie has close to 20 years of banking experience and held various senior positions in both business and risk management at Citibank. In 2017, she co-founded FinEX Asia, the first global fintech marketplace connecting Asian investors with global high quality and low volatility asset classes. Maggie most recently served as the Asia and EMEA Head of Unsecured Lending at Citibank N.A. Prior to that, she headed credit card and unsecured lending businesses at Citibank Hong Kong. In addition to a broad geographic business experience, Maggie also gained extensive risk management knowledge as Chief Risk Officer for Citibank Hong Kong. Prior to Citibank, Maggie held senior positions at Ernst & Young (Australia) and Broken Hill Proprietary (HK) Ltd.
Robert has over 15 years of finance and business development experience in building global operations and financial platforms. Before joining FinEX Asia, Robert spent more than 3 years at Redwood Peak as Partner, Chief Operating Officer and Risk Manager and was instrumental in the firm’s spin-off from Chilton Investment Company. Prior to Redwood Peak, Robert spent 10 years with Barclays across a number of global locations, most recently as Head of Asia Prime Services Risk. Robert also worked at PricewaterhouseCoopers in the Investment Funds Group before joining Barclays. Robert received a Master of Engineering degree from Imperial College London specializing in Aerospace Materials Engineering and an Executive M.B.A. from Kellogg-HKUST.
A 24-year veteran in the asset management industry, Daniel started his career in Europe with Nomura International in the early 1990s and was instrumental in supporting major European institutions' initial investments into Chinese equities – including mutual funds, insurance and sovereign wealth funds. Daniel subsequently founded Tripod Management in 1999, one of the first home-grown independent investment management firms in Greater China, focusing on alternative investment strategies. Over the years, Daniel has established himself as one of the Asia pioneers in global hedge fund investments, allocating investments to over 100 funds in the region and globally. Daniel earned his Bachelor and Master degrees at the Chinese University of Hong Kong and SDA Bocconi in Milan, respectively, upon graduating from St. Joseph’s College in Hong Kong.
Phyllis has more than 15 years’ legal experience in mergers and acquisitions, financing, alternative investment, private equity and asset management. She is a dual-qualified lawyer and has practiced in Shanghai and Hong Kong for years, advising clients across the U.S., Europe and Asia Pacific. Prior to joining FinEX Asia, she was with the group legal team of Jardines, the cross-listed Hong Kong conglomerate. Earlier in her career, she was the Asia Pacific General Counsel of a multi-national entity, senior lawyer at DLA Piper, Jones Day, as well as other reputable international law firms. She has led landmark cross-border mergers and acquisitions, project financing, public company takeovers and leveraged buy-outs exceeding the value of US$10 billion.
Greta started her banking and finance career in 1995 holding various administrative and client servicing roles in reputable foreign investment banks, including UBS, ING Barings and Merrill Lynch. She then transitioned into a HR Generalist role in 2006 with AIG. Greta has over 11 years of HR business partnering experience in small- to mid-size organisations providing strategic leadership to senior managers in start-ups and fast-growing organisations. Her experience includes talent acquisition and management, training, career development, employee relations as well as HR shared services operations across Greater China, Japan, Singapore and India. Her in-depth banking knowledge and experience makes her expertise highly transferable to many industries.
Lily has almost 30 years of financial services experience. She started her career as an external auditor at one of the big 4 accounting firms. Lily has over 25 years of financial services experience working in the global custody and securities financing area. She has broad knowledge and understanding in developing new business, managing client relationships and serving institutional investors in the Asia Pacific region – including official institutions, sovereign wealth funds, pension funds, insurance companies and asset management companies. Lily holds a Bachelor of Commerce from the University of Queensland and an Executive MBA from the Australian School of Business - University of New South Wales. She has been serving as an Executive committee member of Financial Services Group of Hong Kong Institute of CPA since 2003.
Ms. Angie Lin is the Co-Chief Executive Officer and Head of Investment Solutions, who is primarily responsible for overall management, strategic planning, business development and overseeing the investment solutions business of AMTD Strategic Capital Group. Ms. Lin joined AMTD Group in February 2012 and is the Head of Asset Management, where she set up the securities and wealth management business. She has served as AMTD's Head of Investment Solutions since February 5, 2016 when the Group commenced its investment solutions business.
Ms. Lin has over 10 years of experience in the financial products trading and investment advisory. From March 2009 to January 2012, she worked at Polaris Securities (Hong Kong) Limited, a leading Taiwan-funded brokerage firm in Hong Kong, where she was primarily responsible for fixed income financial products trading and lastly served as an associate director of financial product department. From February 2006 to August 2007, she was an investment analyst at ISM Media, a firm principally engaged in legal and direct investments in London, where she focused on offshore investments and handled tax-related and legal matters. Ms. Lin holds Responsible Officer of Type 1 (Dealing in Securities) and Type 9 (Asset Management) licenses under the SFC. She obtained her first Master’s degree in Finance from the University of Glasgow in Scotland in December 2003 and second Master’s degree in Legal Studies from the University of Nightingale in September 2006 (through long distance learning course).
Soul Htite is the founder and Executive Chairman of Dianrong, a leader in online marketplace lending in China. He served as Chief Executive Officer from 2012 to 2017.
Prior to Dianrong in 2012, Soul co-founded Lending Club, the world’s largest online marketplace connecting borrowers and investors. He served as the Head of Technology until 2011. Soul led all the design and development efforts of Lending Club's award-winning online lending platform.
Soul spent the earlier part of his career building enterprise software at Oracle Corporation. His focus was in real-time online services and system design for high availability and fault tolerance.
Soul was named World Economic Forum Technology Pioneer at the World Economic Forum in 2011. In 2017 he was named on the Yicai Brilliant 20. The list showcases the 20 most successful international entrepreneurs in their respective fields in China.
He is a frequent keynote speaker at international technology and financial events, including RISE Conferences and LendIT. He has also appeared on CNN, Bloomberg TV, CNBC and other major news outlets.
Soul holds a Master Degree in Computer Science from the Université de Montréal.
After making an angel investment in Lending Club in 2008, Scott worked daily in the LC office with the founding team to help drive fund analytics, investor acquisition, and define investing best practices. After creating his core principles for successful investing, Scott was asked to do a series of webinars for prospective Lending Club investors, which were seen by tens of thousands of people including Peter Renton, the founder of LendAcademy.
Based on the success of the webinars, Lending Club encouraged Scott to start a fund to get institutional money on the platform, as there was no such vehicle at the time. The Incline Fund was launched before Lending Club’s own fund, LCAdvisors. Prior to Incline Scott was a CEO in the technology recruiting industry, and is the author of the book Fast Track To Your Ideal Job (available on Amazon). His expertise in the employment industry gives him a unique advantage in creating a recession-resistant fund profile, as unemployment is the number one driver of defaults.
Scott has also been an executive with Microsoft and PepsiCo, overseeing multi-billion dollar businesses, as well as having worked with companies backed by Kleiner Perkins and Benchmark Capital. He is also currently on the Board of SinoLending/Dianrong, a leading online marketplace lender in China.