The rise of independent wealth advisors has transformed the landscape by offering client-focused guidance and long-term strategies, though many have faced growing administrative, settlement, and compliance challenges that limit time for client engagement.

iFAST HK created a fintech wealth management platform to help advisors manage these challenges. By digitising operations, the platform allows advisors to focus on what matters most: understanding their clients and delivering value-driven advice.

The iFAST wealth management platform now provides a comprehensive suite of integrated solutions, from advisor and investor portals to mobile apps, APIs, and white-labelling, demonstrating its commitment to innovation, partnership, and the advancement of wealth management.

Today, iFAST supports more than 2,000 wealth advisors in Hong Kong and over 14,000 globally, serving over one million investors and offering access to a broad range of investment products, from unit trusts and bonds to stocks, ETFs and discretionary portfolios.

“The wealth management industry has changed tremendously, but our vision remains the same. We aim to empower advisors with transparency in product selection and fee models while helping them provide exceptional client service.”

said Glory Lau, General Manager, Platform Services, iFAST HK. Glory added on, saying that the company is proud to have grown alongside its partners and will continue to support them in delivering greater value to clients.

Investors continue to trust human advisors rather than AI for financial planning, valuing the personal connection and ethical guidance that advisors provide.

While technology cannot replace advisors, it can converge with human expertise to shape the next generation of advisory services, enabling financial advisers and institutions to deliver technology-driven and client-centric wealth management solutions.

Featured image: Edited by Fintech News Hong Kong, based on image by iFAST

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The iWAA, launched in 2012, is an annual event that recognises wealth advisory companies and individual advisers. These comprise those who have excelled in delivering exceptional client service, driving sustainable business growth, and embracing innovation to meet the evolving needs of investors.

The iFAST Wealth Advisers Awards 2025 coincides with iFAST’s 25th anniversary, a milestone reflecting the company’s journey. Beyond that, it also showcases the trusted partnerships it has built with advisers and institutional partners over the years.

Glory Lau, General Manager, Platform Services for iFAST Financial HK, shared,

“This year’s iWAA is particularly meaningful as it aligns with iFAST’s 25th anniversary. It is not only a celebration of success, but also a testament to the enduring partnerships that have shaped our journey.”

Glory continued, saying that iFAST is proud to honour advisers and companies who exemplify excellence, innovation, and commitment to clients, and looks forward to walking alongside them into the future of wealth management.

Beyond an awards ceremony, iWAA 2025 underscores the importance of collaboration and partnership in driving innovation, fostering growth, and shaping the next chapter of the wealth management industry.

Corporate Awards

Individual Awards

Featured image: Edited by Fintech News Hong Kong, based on image by iFAST

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The logic is clear: rather than managing each client’s portfolio individually, a model-based approach ensures investment consistency and scalability.

This shift is particularly pronounced in markets with maturing advisory ecosystems. More firms in these markets are embracing the “one portfolio, many clients” framework, offering portfolios that align with varying risk levels, such as conservative, balanced, or aggressive.

However, this evolution also poses a new set of challenges. In real-life scenarios, advisers face considerable execution and monitoring burdens, especially when managing across hundreds of clients.

One common pain point involves client timing and currency differences. For example, even if two clients are in the same “balanced” model, their buy-in dates, currencies, or fund access may differ, leading to portfolio drift over time.

Next, maintaining alignment with a model portfolio requires regular rebalancing. Without the right tools in place, advisers must manually monitor deviations and submit transaction orders, often one by one, which can cause rebalancing complexities.

Finally, in fast-moving markets, identifying which clients hold a specific product and executing effectively across all relevant accounts is time-consuming, which may lead to missed opportunities and affect market responsiveness.

Many advisers, therefore, end up spending more time on administrative tasks rather than actual portfolio strategy or client management.

Tools That Empower Financial Advisers as Portfolio Managers

To address these bottlenecks, forward-thinking platforms are introducing tools that allow advisers to operate more like portfolio managers, handling rebalancing, mass transactions, and model tracking.

• One-click subscription: Clients can buy into the set model at any time, in any currency, and with any investment amount, without manual calculation.
• Rebalancing functions: Automatically calculating and generating the necessary trades to bring a portfolio back in line with its target weights.
• Mass transaction capabilities: In volatile markets, advisers can quickly identify clients holding a specific product and execute a single buy/sell action across all accounts, ensuring no one is missed and execution stays consistent.

These tools go beyond saving time and help ensure fairness, consistency, and efficiency in portfolio execution. They become increasingly essential as advisers manage larger client books with more complex mandates.

Glory Lau, General Manager of Platform Services (HK) at iFAST, shared that in this digital age, financial advisers expect more than just a transaction portal. They require a platform that truly understands their pain points, especially when it comes to managing multiple portfolios efficiently, such as the iFAST discretionary portfolio management tools.

Glory added,

“Our goal is to reduce duplicated work, streamline execution and support FAs as true portfolio managers. With iFAST handling the operational heavy lifting, advisers can focus on what they do best, which is providing advice and navigating the markets.”

As discretionary portfolios grow in Asia, advisers must rethink managing portfolios at
scale. The focus is moving from adopting model portfolios to managing them without operational drag.

Digital tools for rebalancing, mass transactions, and portfolio tracking are essential for staying competitive amid rising client expectations, compliance, and market volatility.

With over 25 years’ experience serving 14,000+ financial advisers, iFAST understands these challenges. Its new iFAST discretionary portfolio management tools help advisers scale efficiently, streamline execution, and focus on delivering great advice.

Featured image: Edited by Fintech News Hong Kong, based on image by iFAST

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Instead of relying on outdated and manual workflows, market participants can now access real-time price discovery and dynamic order matching.

Bondsupermart Live aims to bridge the gap between traditional OTC processes as well as the speed and transparency expected in modern trading environments.

By enhancing market visibility and improving liquidity, the platform intends to bring bond trading closer to the experience investors are familiar with in equities.

Institutional firms can now deliver a more seamless and efficient bond trading service to their clients without major system overhauls or complex integration.

Jackson Chan, Senior Manager, Global Fixed Income at iFAST Financial HK, shared,

“Bondsupermart Live marks a significant step in iFAST’s broader mission to bring bond investment more accessible to everyone. Investors can instantly capture the real-time tradable bid/ask price and volume of the bonds listed on the platform, similar to what we are experiencing in the stock market. This platform will allow investors to actually connect with each other in a more efficient way.”

Key Features of Bondsupermart Live:

• Real-Time Price Discovery
  Investors can view a live order book, just like in stock markets. Prices are continuously updated and reflect real bids and offers from all participants.
• Dynamic Order Matching
  Orders are matched automatically once price and volume conditions are met. This reduces the need for manual handling and speeds up trade execution.
• Better Liquidity, Tighter Spreads
  Multiple liquidity providers help ensure that even large orders can be filled efficiently, and spreads stay competitive—making pricing more consistent.
• Wide and Expanding Bond Selection
  The platform already offers a range of sovereign and corporate bonds, with more being added in line with market trends and investor interest.

iFAST intends to continue enhancing its services and features by integrating technology with market expertise to meet the evolving demands of the market.

This includes institutional firms that have been deploying its bond solutions to strengthen their bond divisions and extend access to retail investors.

Featured image: Edited by Fintech News Hong Kong, based on image by iFAST

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The OFC regime, introduced in 2018 and refined over the years, offers fund managers an alternative corporate fund structure with flexible capital arrangements.

Private OFCs, in particular, benefit from simplified regulations, enabling investments in diverse asset classes such as private equity and traditional investments, catering to fund managers’ needs for flexibility.

iFAST’s move to provide custodian services for private OFCs aligns with its broader strategy of expanding wealth management and fund administration offerings.

This marks a milestone in iFAST’s commitment to providing comprehensive and innovative solutions for fund managers and investors.

With access to thousands of funds, direct bonds, and multiple equities markets, the firm emphasises fee transparency while strengthening its presence in Hong Kong’s financial ecosystem.

“As a trusted wealth management platform, iFAST is proud to provide custodian services for private OFCs, ensuring the integrity and security of assets.

This strengthens investor confidence and supports the growth of Hong Kong’s dynamic fund ecosystem.”

said Glory Lau, General Manager, Platform Services at iFAST Financial (Hong Kong).

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Clients with an iFAST account, whether through iFAST Global Bank in the UK or wealth management accounts in Hong Kong or Singapore, can now easily connect their accounts and transfer funds within the iFAST ecosystem.

This means instant, fee-free transfers 24/7 within the iFAST Global network, supporting multiple currencies including GBP, USD, EUR, HKD, SGD, and CNY.

Clients can also view their investment and banking balances in real-time and utilise enhanced reporting tools to generate detailed reports to help with financial planning.

The platform aims to provide clients with greater ease and confidence in managing their global finances.

Jacky Chan, Assistant Director of Operations at iFAST Hong Kong, said,

“iFAST Global View enhances our system by enabling seamless account linking throughout the iFAST ecosystem. This feature provides a real-time, consolidated view of global assets, simplifying operational complexities for both clients and our support teams.

This upgrade underscores our commitment to efficient, integrated solutions that enhance cross-border account management and reporting.”

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