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July 9, 2019

Ex-Coutts banker introduces digital wealth management firm

Qiaojia Li, a former adviser at Coutts and Credit Suisse, has launched a digital wealth management firm called Rosecut Technologies.

The new venture has been introduced in collaboration with Gustavo Silva and will target people with a liquid wealth between £250,000 and £3m.

According to Li, these people are under-served.

In an interview earlier in 2019, Li noted: “If you look around, young professionals in their thirties and forties have complex needs, and they are time-poor. They don’t necessarily want to take two hours from their busy working day to talk to a wealth manager.

“Trust is not necessarily about how much you see the client, it’s about how much you understand their needs.

“And this understanding can be achieved either face-to-face or digitally. As long as you demonstrate your understanding of each client, they will give you a chance to provide a bespoke solution.”

Rosecut will offer bespoke investment solutions, leveraging artificial intelligence technology and human advice.

The firm’s advisers are ex-UBS executive Nick Middleton and EFG Private Bank head of wealth planning Ken Chapman.

At Coutts, Li led the Asia desk and worked alongside UHNW clients.

Li and Silva met through talent investor Entrepreneur First, which supports the development of technology firms.

 

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