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Quant X Digital Power for Wealth | Ross Milward - Quantifeed

The end of the era of 'product-pushing' in wealth management

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’s website: https://www.quantifeed.com/

Ross Milward on LinkedIn: https://www.linkedin.com/in/ross-milward-36770b/

George's Investment Management Newsletter: https://bit.ly/3AxnyTY (Free)

The Embeddded Finance Review Podcast & Newsletter.

Original conversation with Alokik Advani from FISV

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. Quantifeed’s 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 driven by a mission to explore innovative ways to deliver better outcomes for investors. His career began in financial markets sales at institutions such as Natixis, Deutsche Bank, and Invesco (Source), where he specialized in alternative investments, derivatives, and ETFs.

George is the founder of Orama, a podcast and video agency. He is a CAIA Charterholder, and holds a master’s degree from HEC Paris.

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 Quantifeed

11:06 Client Segments and Services

13:18 Implementation and Integration of Quantifeed Solutions

26:08 Impact of AI and Machine Learning

33:51 Alokik Advani from FISV

34:29 Fantasy Fintech

36:51 Conclusion and Final Thoughts

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