In this episode, George Aliferis hosts Ross Milward, CTO and co-founder of Quantifeed, to discuss the transformative impact of digitization and automation in the financial sector. They delve into Ross's career journey from Deutsche Bank to co-founding Quantifeed, and how their platform leverages software engineering and quantitative finance to improve wealth management. They explore technological advancements, the shift towards more automated and customer-centric financial solutions, and the future impacts of AI and the democratization of private assets. This conversation provides a deep dive into the evolving landscape of wealth management and the vital role of technology in facilitating better investment outcomes.
LINKS
Quantifeed: https://www.quantifeed.com/
đź“© George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free)
This episode was produced by Orama - a video and podcast studio for B2B brands: https://orama.tv/
ABOUT QUANTIFEED
Combining software engineering and quantitative finance, Quantifeed helps transform financial institutions into providers of wealthcare, a customer-centric service focused on meeting everyone's wealth management needs. Quantifeed’s solutions empower CIOs, customers, advisors, and portfolio managers. Our suite of capabilities and services can be assembled and configured to create compelling digital advice propositions.
ABOUT THE INVESTOLOGY PODCAST
A podcast that helps you think about critical topics and principles of investment management. Each episode explores the technology, mythology, psychology, and narratology of investment management through interviews with acclaimed authors, innovative startup founders, and industry pioneers.
ABOUT GEORGE ALIFERIS (INVESTOLOGIST & HOST)
With a background in investment management, George is on a mission to find new ways to to deliver better outcomes for investors,
Ex-financial markets sales: Natixis, Deutsche Bank, Invesco (Source), covering alternative investments, derivatives, ETFs
Founder of Orama a podcast and video agency working with the finance industry
CAIA Charterholder (Chartered Alternative Investment Analyst Association)
Masters from HEC, Paris & UTDT, Buenos Aires
Greek, French, UK-based (Brighton); Likes to swim, ski, surf; Dad x2
TIMESTAMPS
00:00 Fixing Wealth Management with Quant & Software
02:24 Early Career and Experience at Deutsche Bank
04:21 Understanding the Role of Quants and Developers
05:27 Scaling and Architecture in Financial Systems
06:47 Evolution of Trading Platforms
08:31 Founding of Quantified
11:06 Client Segments and Services
13:18 Implementation and Integration of Quantified Solutions
25:06 EFR
26:08 Impact of AI and Machine Learning
33:51 Alokik Advani from FISV
34:29 Fantasy Fintech
36:51 Conclusion and Final Thoughts
