How can wealth management become more intuitive, transparent, and accessible? Dhruv Arora, Founder & CEO at Syfe, a leading wealth management platform based in Singapore, shares how Syfe is redefining investing for the mass-affluent segment in Asia-Pacific. Drawing on his background in traditional finance, Dhruv reflects on building trust in emerging markets, how technology and digital advice are reshaping investor behavior, and preparing for the next wave of intergenerational wealth transfer.

Discussion Highlights:

• From the Trading Floor to Fintech: How Dhruv’s early career inspired the creation of Syfe and its mission to simplify investing
• Building Trust Across Borders: The early challenges of entering markets like Singapore, Hong Kong, and Australia, and how education and transparency helped overcome them.
• Lowering Barriers to Investment: The product features that make Syfe’s platform intuitive for investors.
• Technology and Regulation: How evolving digital frameworks are reshaping the future of wealth management.
• The Rise of Digital Advice: Why personalization and accessibility are key to engaging the next generation of investors.
• Intergenerational Wealth Transfer: How shifting demographics are redefining financial priorities across Asia-Pacific.
• Scaling for the Future: Syfe’s vision for expansion and the future of fintech.

Join us on Fintech Files from BCG Platinion as we explore the cutting-edge trends disrupting Fintech today.

From NeoBanks to cryptocurrency, we delve into the dynamic landscape of financial technology through insightful conversations with global disruptors. We’ll uncover the most groundbreaking trends shaping the future of Fintech and examine their impact on the financial world. We focus on real-world examples, making financial technology relatable and accessible to both Fintech enthusiasts and professionals alike.

Hosted by Annika Melchert, a Principal currently based at BCG Platinion in the Middle East, and Nora Hocke, a Principal currently based at BCG Platinion in Sydney, our hosts bring expertise in tech transformations, platform architecture, and digital innovation. Annika and Nora work with Fintechs and incumbent banks, and together they offer unique insights into the evolving financial landscape, drawing on their wealth of experience with leading organizations. Bianca Lopes is an entrepreneur and economist from Brazil with a background in digital identity and biometrics. Having supported over 40 financial institutions and eight governments, Bianca’s work reshapes technology, reimagines identity, and drives innovation.