In this week's executive moves, here are the latest changes at Rightlander, CME, Robinhood, Taurex, BitGo, Doo Group, Moomoo AU, ABN AMRO, The Trading Pit, Barclays, Future FinTech, and Blueberry Funded.
In yet another busy week of executive moves, we feature noteworthy appointments, promotions, and exits from notable industry brands. Stay tuned as we cover interesting changes across the banking, forex, proprietary trading, and fintech space.
Rightlander named Sarafina Wolde Gabriel as the new CEO; ABN
AMRO appointed Chief Risk Officer, the Former Credit Suisse Executive; CME lost
key FX Benchmark Risk Expert after Jannece announced departure; Robinhood named
David Schwed as Chief Information Security Officer for Brokerage; Ex-IronFX and
LCG Sales Veteran joined Taurex; EDXM named new APAC MD, the Former BitGo
Digital Asset Sales Head; Doo Group’s Head of Institutional Clients Fraser
Nelson bid farewell after two years.
Taurex promoted Maria Meramveliotaki as Brand and Strategy
Director; Periklis Hanna stepped down as Head of Marketing at The Trading Pit
after a year; a new CCO joined Moomoo AU
after CMC Markets and Tiger Brokers; Barclays named Ex-TD Securities' MD
Stephen Stewart as Head of M&A Execution for Canada; Future FinTech appointed
Hu Li as CEO, succeeding Shanchun Huang; Prop Firm Blueberry Funded was appointed
new GM from PropTradeTech and Eightcap.
Executive Moves of the Week
Rightlander Names Sarafina Wolde Gabriel as New CEO: From Strategy to the Top
Rightlander, a company specializing in affiliate compliance and partner monitoring solutions, welcomed Sarafina Wolde Gabriel as the new CEO. Wolde Gabriel brings over 19 years of experience in digital marketing and affiliate compliance to her new role. She previously served as Rightlander's Chief Strategy Officer.
Sarafina Wolde Gabriel, Source: LinkedIn
During her tenure as Chief Strategy Officer, Gabriel was involved in developing the company's product offerings and building important partnerships. Before joining Rightlander, Gabriel worked for GeoComply as Senior Director of Global Markets, where she focused on expanding products and services in international markets and establishing relationships with industry contacts in fraud and compliance.
ABN AMRO Appoints Chief Risk Officer, Former Credit Suisse Executive
The Supervisory Board of ABN AMRO proposed the appointment of Serena Fioravanti as Chief Risk Officer and member of the Executive Board, effective October 1. As the CRO, Fioravanti will oversee risk management and compliance at ABN AMRO.
CME Loses Key FX Benchmark Risk Expert as Jannece Announces Departure
After ten years of developing the CME’s eFix Matching tool, which allows banks to net client fixing risk ahead of FX industry benchmark calculations, Head of Mid-Matching Kyle Jannece announced his departure this week.
“After ten years managing the efforts behind the eFix Matching Service and guiding it to a market-leading position, the sun has set on my time with the product,” Jannece announced. “This will be my last week with the CME following eFix's success.”
Robinhood Names David Schwed as Chief Information Security Officer for Brokerage
Robinhood added David Schwed as the Chief Information Security Officer for the Brokerage division, according to an announcement Schwed made this week on LinkedIn. Until recently, Schwed was the Chief Operating Officer and later an Advisor at Halborn, a cybersecurity firm.
Schwed is a technology expert who has worked for various companies throughout his career. Among them are Dfns, Lava Network, Utila, and Hexagate. The Empire State University alumnus has also worked for Citi, Galaxy Digital, and BNY.
With collaborations with six well-known brands in the Contracts for Difference (CFDs) industry under his belt, James Watts moved to Taurex, where he will serve as Commercial Director. He brings to the former Zenfinex over a decade and a half of experience gained at companies in Dubai and London.
Watts joined Taurex after nearly three years as a senior executive officer at Evalect Group, a company associated with financial markets and FX options. He previously collaborated with several CFD brokers, supporting their sales departments. These included Multibank Group, AFX Group, London Capital Group (LCG), IronFX, and Alpari UK, where he spent the longest, almost four years.
EDXM Names New APAC MD, Former BitGo Digital Asset Sales Head
Kai Kono assumed the role of Managing Director, Head of APAC, at EDXM Global. In this new role, Kono will lead the company's international expansion efforts. Based in Singapore, EDXM Global operates with backing from EDX Markets, an entity established in 2022 by a group of major financial institutions, including Citadel Securities, Fidelity Digital Assets, Virtu Financial, and Charles Schwab, among others.
Prior to joining EDXM Global, Kono held several notable positions. He was recently the Founder and CEO of Spring Digital. Before that, he served as the Chief Executive Officer of Zodia Custody in Singapore and as the Managing Director for APAC in the same firm.
Doo Group’s Head of Institutional Clients Fraser Nelson Bids Farewell after Two Years
Doo Group's Head of Institutional Clients, Fraser Nelson, is leaving the company, according to an announcement he made on LinkedIn this week. Nelson joined the company as the Head of Business Development before being promoted to Head of Institutional Clients, a position he held for a year.
“After two years of Excitement, Hard Work, Travel, and Growth, my time at Doo has come to an end,” Nelson wrote. “As I prepare to take the next steps in my career, I wanted to say thanks to the management team for the confidence in making me the number 3 hire outside of Asia, backing me to open offices and spearhead growth, believing in me to be the face of our Recruitment and Branding videos and empowering me to be the company's face and voice at Expos and Seminars.”
Announcing her appointment on LinkedIn, Meramveliotaki said: “Stepping into a new chapter at Taurex—I've been promoted to Brand and Strategy Director! This role gives me a fantastic opportunity to align our strategic vision with our core principles and build a lasting brand.”
Periklis Hanna Steps Down as Head of Marketing at The Trading Pit after a Year
In a notable exit this week, Periklis Hanna announced his resignation from the role of Head of Marketing at The Trading Pit. Before his tenure at the company, Hanna held several important positions in the marketing field.
Previously, he worked as Head of Marketing and Operations at Wintrado Technologies AG and as a Digital Marketing and Business Development Executive at Digipro Education Limited. He also served as a Digital Marketing & Business Development Executive at Airtrans Group from March 2017 to March 2019.
New CCO Joins Moomoo AU after CMC Markets and Tiger Brokers
Michael McCarthy joined Moomoo AU as Chief Commercial Officer. McCarthy will lead the company's strategic planning, market growth, and customer engagement efforts across Australia. Moomoo uses artificial intelligence to offer an investing platform for both beginners and experienced traders. It provides real-time data and a range of analytic tools to assist with share market navigation.
“Moomoo’s innovative platform and dedication to customer success resonate with my own commitment to advancing financial literacy and market understanding,” McCarthy said. “I look forward to working with the talented team at Moomoo to drive growth and deliver exceptional value to our clients in Australia.”
Barclays Names Ex-TD Securities' MD Stephen Stewart as Head of M&A Execution in Canada
Barclays named Stephen Stewart, a Former TD Securities executive, as the Head of M&A Execution for Canada. In a statement published on Friday, the company said this hire aims to reinforce the bank's commitment to the region and brings a wealth of experience and leadership that promises to elevate its M&A operations across Canada.
Stephen Stewart joined Barclays from TD Securities, where he spent over 15 years honing his investment banking skills, focusing on mergers and acquisitions. At TD, Stewart was the Managing Director at M&A and was instrumental in a series of landmark transactions.
Future FinTech Appoints Hu Li as CEO, Succeeding Shanchun Huang
Future FinTech Group appointed Hu Li as the new Chief Executive Officer, effective August 5, 2024. The company has welcomed the new appointment, saying it signals a commitment to expanding its global footprint and strengthening its position in the financial and digital technology sectors.
Li, who has been with Future FinTech since 2019, steps into the CEO role with a wealth of experience in finance and management. His previous positions within the company include a recent role as CEO of FTFT International Securities and Futures Limited.
Prop Firm Blueberry Funded Appoints New GM from PropTradeTech and Eightcap
Marcus Fetherston has been onboarded as the General Manager at Blueberry Funded, a proprietary trading firm operated by Blueberry Markets. Before joining Blueberry Funded, Fetherston held several positions in the financial sector. Most recently, he was the Director and Chief Product Officer at PropTradeTech, a role he occupied from March 2023 to June 2024.
Marcus Fetherston, Source: LinkedIn
PropTradeTech is a Melbourne-based firm specializing in trading technology. Prior to PropTradeTech, Fetherston served as Director of Operations at Eightcap from September 2020 to March 2023. Eightcap is also headquartered in Melbourne and operates within the financial markets sector.
In yet another busy week of executive moves, we feature noteworthy appointments, promotions, and exits from notable industry brands. Stay tuned as we cover interesting changes across the banking, forex, proprietary trading, and fintech space.
Rightlander named Sarafina Wolde Gabriel as the new CEO; ABN
AMRO appointed Chief Risk Officer, the Former Credit Suisse Executive; CME lost
key FX Benchmark Risk Expert after Jannece announced departure; Robinhood named
David Schwed as Chief Information Security Officer for Brokerage; Ex-IronFX and
LCG Sales Veteran joined Taurex; EDXM named new APAC MD, the Former BitGo
Digital Asset Sales Head; Doo Group’s Head of Institutional Clients Fraser
Nelson bid farewell after two years.
Taurex promoted Maria Meramveliotaki as Brand and Strategy
Director; Periklis Hanna stepped down as Head of Marketing at The Trading Pit
after a year; a new CCO joined Moomoo AU
after CMC Markets and Tiger Brokers; Barclays named Ex-TD Securities' MD
Stephen Stewart as Head of M&A Execution for Canada; Future FinTech appointed
Hu Li as CEO, succeeding Shanchun Huang; Prop Firm Blueberry Funded was appointed
new GM from PropTradeTech and Eightcap.
Executive Moves of the Week
Rightlander Names Sarafina Wolde Gabriel as New CEO: From Strategy to the Top
Rightlander, a company specializing in affiliate compliance and partner monitoring solutions, welcomed Sarafina Wolde Gabriel as the new CEO. Wolde Gabriel brings over 19 years of experience in digital marketing and affiliate compliance to her new role. She previously served as Rightlander's Chief Strategy Officer.
Sarafina Wolde Gabriel, Source: LinkedIn
During her tenure as Chief Strategy Officer, Gabriel was involved in developing the company's product offerings and building important partnerships. Before joining Rightlander, Gabriel worked for GeoComply as Senior Director of Global Markets, where she focused on expanding products and services in international markets and establishing relationships with industry contacts in fraud and compliance.
ABN AMRO Appoints Chief Risk Officer, Former Credit Suisse Executive
The Supervisory Board of ABN AMRO proposed the appointment of Serena Fioravanti as Chief Risk Officer and member of the Executive Board, effective October 1. As the CRO, Fioravanti will oversee risk management and compliance at ABN AMRO.
CME Loses Key FX Benchmark Risk Expert as Jannece Announces Departure
After ten years of developing the CME’s eFix Matching tool, which allows banks to net client fixing risk ahead of FX industry benchmark calculations, Head of Mid-Matching Kyle Jannece announced his departure this week.
“After ten years managing the efforts behind the eFix Matching Service and guiding it to a market-leading position, the sun has set on my time with the product,” Jannece announced. “This will be my last week with the CME following eFix's success.”
Robinhood Names David Schwed as Chief Information Security Officer for Brokerage
Robinhood added David Schwed as the Chief Information Security Officer for the Brokerage division, according to an announcement Schwed made this week on LinkedIn. Until recently, Schwed was the Chief Operating Officer and later an Advisor at Halborn, a cybersecurity firm.
Schwed is a technology expert who has worked for various companies throughout his career. Among them are Dfns, Lava Network, Utila, and Hexagate. The Empire State University alumnus has also worked for Citi, Galaxy Digital, and BNY.
With collaborations with six well-known brands in the Contracts for Difference (CFDs) industry under his belt, James Watts moved to Taurex, where he will serve as Commercial Director. He brings to the former Zenfinex over a decade and a half of experience gained at companies in Dubai and London.
Watts joined Taurex after nearly three years as a senior executive officer at Evalect Group, a company associated with financial markets and FX options. He previously collaborated with several CFD brokers, supporting their sales departments. These included Multibank Group, AFX Group, London Capital Group (LCG), IronFX, and Alpari UK, where he spent the longest, almost four years.
EDXM Names New APAC MD, Former BitGo Digital Asset Sales Head
Kai Kono assumed the role of Managing Director, Head of APAC, at EDXM Global. In this new role, Kono will lead the company's international expansion efforts. Based in Singapore, EDXM Global operates with backing from EDX Markets, an entity established in 2022 by a group of major financial institutions, including Citadel Securities, Fidelity Digital Assets, Virtu Financial, and Charles Schwab, among others.
Prior to joining EDXM Global, Kono held several notable positions. He was recently the Founder and CEO of Spring Digital. Before that, he served as the Chief Executive Officer of Zodia Custody in Singapore and as the Managing Director for APAC in the same firm.
Doo Group’s Head of Institutional Clients Fraser Nelson Bids Farewell after Two Years
Doo Group's Head of Institutional Clients, Fraser Nelson, is leaving the company, according to an announcement he made on LinkedIn this week. Nelson joined the company as the Head of Business Development before being promoted to Head of Institutional Clients, a position he held for a year.
“After two years of Excitement, Hard Work, Travel, and Growth, my time at Doo has come to an end,” Nelson wrote. “As I prepare to take the next steps in my career, I wanted to say thanks to the management team for the confidence in making me the number 3 hire outside of Asia, backing me to open offices and spearhead growth, believing in me to be the face of our Recruitment and Branding videos and empowering me to be the company's face and voice at Expos and Seminars.”
Announcing her appointment on LinkedIn, Meramveliotaki said: “Stepping into a new chapter at Taurex—I've been promoted to Brand and Strategy Director! This role gives me a fantastic opportunity to align our strategic vision with our core principles and build a lasting brand.”
Periklis Hanna Steps Down as Head of Marketing at The Trading Pit after a Year
In a notable exit this week, Periklis Hanna announced his resignation from the role of Head of Marketing at The Trading Pit. Before his tenure at the company, Hanna held several important positions in the marketing field.
Previously, he worked as Head of Marketing and Operations at Wintrado Technologies AG and as a Digital Marketing and Business Development Executive at Digipro Education Limited. He also served as a Digital Marketing & Business Development Executive at Airtrans Group from March 2017 to March 2019.
New CCO Joins Moomoo AU after CMC Markets and Tiger Brokers
Michael McCarthy joined Moomoo AU as Chief Commercial Officer. McCarthy will lead the company's strategic planning, market growth, and customer engagement efforts across Australia. Moomoo uses artificial intelligence to offer an investing platform for both beginners and experienced traders. It provides real-time data and a range of analytic tools to assist with share market navigation.
“Moomoo’s innovative platform and dedication to customer success resonate with my own commitment to advancing financial literacy and market understanding,” McCarthy said. “I look forward to working with the talented team at Moomoo to drive growth and deliver exceptional value to our clients in Australia.”
Barclays Names Ex-TD Securities' MD Stephen Stewart as Head of M&A Execution in Canada
Barclays named Stephen Stewart, a Former TD Securities executive, as the Head of M&A Execution for Canada. In a statement published on Friday, the company said this hire aims to reinforce the bank's commitment to the region and brings a wealth of experience and leadership that promises to elevate its M&A operations across Canada.
Stephen Stewart joined Barclays from TD Securities, where he spent over 15 years honing his investment banking skills, focusing on mergers and acquisitions. At TD, Stewart was the Managing Director at M&A and was instrumental in a series of landmark transactions.
Future FinTech Appoints Hu Li as CEO, Succeeding Shanchun Huang
Future FinTech Group appointed Hu Li as the new Chief Executive Officer, effective August 5, 2024. The company has welcomed the new appointment, saying it signals a commitment to expanding its global footprint and strengthening its position in the financial and digital technology sectors.
Li, who has been with Future FinTech since 2019, steps into the CEO role with a wealth of experience in finance and management. His previous positions within the company include a recent role as CEO of FTFT International Securities and Futures Limited.
Prop Firm Blueberry Funded Appoints New GM from PropTradeTech and Eightcap
Marcus Fetherston has been onboarded as the General Manager at Blueberry Funded, a proprietary trading firm operated by Blueberry Markets. Before joining Blueberry Funded, Fetherston held several positions in the financial sector. Most recently, he was the Director and Chief Product Officer at PropTradeTech, a role he occupied from March 2023 to June 2024.
Marcus Fetherston, Source: LinkedIn
PropTradeTech is a Melbourne-based firm specializing in trading technology. Prior to PropTradeTech, Fetherston served as Director of Operations at Eightcap from September 2020 to March 2023. Eightcap is also headquartered in Melbourne and operates within the financial markets sector.
Jared Kirui is an Editor at Finance Magnates with more than five years of experience in financial journalism. He covers online trading, fintech, payments, and crypto industries with a focus on companies, regulation and compliance, executive moves, trading technology, and market analysis.
His work has been featured in other media outlets, including Benzinga, ZyCrypto, The Distributed, and The Daily Hodl.
Education:
Bachelor of Commerce degree (Finance option), University of Nairobi
John Murphy Becomes Retail-Focused Scope Markets’ Managing Director
Featured Videos
Buy, Build or Both? Trading Tech for Brokers, Banks & Beyond
Buy, Build or Both? Trading Tech for Brokers, Banks & Beyond
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For every feature and product, someone has to decide: build it in-house or buy from a vendor. In Singapore and across APAC, local banks and global players face the same question with very different constraints.
This session gathers heads of technology and e-trading to compare how client demand and cost structures shape their choices, and how long it actually takes to ship in each.
Attendees will walk away with:
First-hand view of how client feedback informs decision-making across different market participants.
Understanding pain points and benefits of working with 3rd party integrations at scale.
Insight into products and innovation banks’ retail and trading heads will look for in 2026.
For every feature and product, someone has to decide: build it in-house or buy from a vendor. In Singapore and across APAC, local banks and global players face the same question with very different constraints.
This session gathers heads of technology and e-trading to compare how client demand and cost structures shape their choices, and how long it actually takes to ship in each.
Attendees will walk away with:
First-hand view of how client feedback informs decision-making across different market participants.
Understanding pain points and benefits of working with 3rd party integrations at scale.
Insight into products and innovation banks’ retail and trading heads will look for in 2026.
For every feature and product, someone has to decide: build it in-house or buy from a vendor. In Singapore and across APAC, local banks and global players face the same question with very different constraints.
This session gathers heads of technology and e-trading to compare how client demand and cost structures shape their choices, and how long it actually takes to ship in each.
Attendees will walk away with:
First-hand view of how client feedback informs decision-making across different market participants.
Understanding pain points and benefits of working with 3rd party integrations at scale.
Insight into products and innovation banks’ retail and trading heads will look for in 2026.
For every feature and product, someone has to decide: build it in-house or buy from a vendor. In Singapore and across APAC, local banks and global players face the same question with very different constraints.
This session gathers heads of technology and e-trading to compare how client demand and cost structures shape their choices, and how long it actually takes to ship in each.
Attendees will walk away with:
First-hand view of how client feedback informs decision-making across different market participants.
Understanding pain points and benefits of working with 3rd party integrations at scale.
Insight into products and innovation banks’ retail and trading heads will look for in 2026.
Regulation Roundup: Setup, Compliance, and Hidden Costs of Entry
Regulation Roundup: Setup, Compliance, and Hidden Costs of Entry
Regulation Roundup: Setup, Compliance, and Hidden Costs of Entry
Regulation Roundup: Setup, Compliance, and Hidden Costs of Entry
Regulation Roundup: Setup, Compliance, and Hidden Costs of Entry
Regulation Roundup: Setup, Compliance, and Hidden Costs of Entry
As Singapore's capital-intensive requirements leave only a few retail brokers active in the city-state, there are many opportunities to be made in and around.
This session gathers regulators, advisors, and operators who have set up across multiple APAC jurisdictions to break down figures, what's working, what's breaking, and what's next.
Attendees will walk away with:
Survey of capital thresholds and other requirements across regions in APAC
Nuanced understanding of Singapore's role in the retail trading space
Glimpse into parallel developments in digital assets and RWA
As Singapore's capital-intensive requirements leave only a few retail brokers active in the city-state, there are many opportunities to be made in and around.
This session gathers regulators, advisors, and operators who have set up across multiple APAC jurisdictions to break down figures, what's working, what's breaking, and what's next.
Attendees will walk away with:
Survey of capital thresholds and other requirements across regions in APAC
Nuanced understanding of Singapore's role in the retail trading space
Glimpse into parallel developments in digital assets and RWA
As Singapore's capital-intensive requirements leave only a few retail brokers active in the city-state, there are many opportunities to be made in and around.
This session gathers regulators, advisors, and operators who have set up across multiple APAC jurisdictions to break down figures, what's working, what's breaking, and what's next.
Attendees will walk away with:
Survey of capital thresholds and other requirements across regions in APAC
Nuanced understanding of Singapore's role in the retail trading space
Glimpse into parallel developments in digital assets and RWA
As Singapore's capital-intensive requirements leave only a few retail brokers active in the city-state, there are many opportunities to be made in and around.
This session gathers regulators, advisors, and operators who have set up across multiple APAC jurisdictions to break down figures, what's working, what's breaking, and what's next.
Attendees will walk away with:
Survey of capital thresholds and other requirements across regions in APAC
Nuanced understanding of Singapore's role in the retail trading space
Glimpse into parallel developments in digital assets and RWA
As Singapore's capital-intensive requirements leave only a few retail brokers active in the city-state, there are many opportunities to be made in and around.
This session gathers regulators, advisors, and operators who have set up across multiple APAC jurisdictions to break down figures, what's working, what's breaking, and what's next.
Attendees will walk away with:
Survey of capital thresholds and other requirements across regions in APAC
Nuanced understanding of Singapore's role in the retail trading space
Glimpse into parallel developments in digital assets and RWA
As Singapore's capital-intensive requirements leave only a few retail brokers active in the city-state, there are many opportunities to be made in and around.
This session gathers regulators, advisors, and operators who have set up across multiple APAC jurisdictions to break down figures, what's working, what's breaking, and what's next.
Attendees will walk away with:
Survey of capital thresholds and other requirements across regions in APAC
Nuanced understanding of Singapore's role in the retail trading space
Glimpse into parallel developments in digital assets and RWA
Rails for Growth: 'Payments as Infrastructure' for Financial Superapps
Rails for Growth: 'Payments as Infrastructure' for Financial Superapps
Rails for Growth: 'Payments as Infrastructure' for Financial Superapps
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Rails for Growth: 'Payments as Infrastructure' for Financial Superapps
Rails for Growth: 'Payments as Infrastructure' for Financial Superapps
For fintechs who try to capture the retail investment crowd, payments can be a game-changer from user experience to back-office plumbing.
This session brings together builders from across the payment ecosystem to examine how new rails are altering the way capital moves in APAC and beyond.
Attendees will walk away with:
A clear view of how stablecoins, on-chain settlement, and tokenised money are being used in live institutional workflows today
Understanding of what MAS initiatives like Project Orchid and Project Bloom signal for the future of digital money in Singapore's capital markets
Insight into how mobile-first fund platforms and digital distribution channels are pulling payment infrastructure closer to the point of investment
Perspective on the compliance and custody challenges firms face when payments, trading, and settlement converge on the same rails
For fintechs who try to capture the retail investment crowd, payments can be a game-changer from user experience to back-office plumbing.
This session brings together builders from across the payment ecosystem to examine how new rails are altering the way capital moves in APAC and beyond.
Attendees will walk away with:
A clear view of how stablecoins, on-chain settlement, and tokenised money are being used in live institutional workflows today
Understanding of what MAS initiatives like Project Orchid and Project Bloom signal for the future of digital money in Singapore's capital markets
Insight into how mobile-first fund platforms and digital distribution channels are pulling payment infrastructure closer to the point of investment
Perspective on the compliance and custody challenges firms face when payments, trading, and settlement converge on the same rails
For fintechs who try to capture the retail investment crowd, payments can be a game-changer from user experience to back-office plumbing.
This session brings together builders from across the payment ecosystem to examine how new rails are altering the way capital moves in APAC and beyond.
Attendees will walk away with:
A clear view of how stablecoins, on-chain settlement, and tokenised money are being used in live institutional workflows today
Understanding of what MAS initiatives like Project Orchid and Project Bloom signal for the future of digital money in Singapore's capital markets
Insight into how mobile-first fund platforms and digital distribution channels are pulling payment infrastructure closer to the point of investment
Perspective on the compliance and custody challenges firms face when payments, trading, and settlement converge on the same rails
For fintechs who try to capture the retail investment crowd, payments can be a game-changer from user experience to back-office plumbing.
This session brings together builders from across the payment ecosystem to examine how new rails are altering the way capital moves in APAC and beyond.
Attendees will walk away with:
A clear view of how stablecoins, on-chain settlement, and tokenised money are being used in live institutional workflows today
Understanding of what MAS initiatives like Project Orchid and Project Bloom signal for the future of digital money in Singapore's capital markets
Insight into how mobile-first fund platforms and digital distribution channels are pulling payment infrastructure closer to the point of investment
Perspective on the compliance and custody challenges firms face when payments, trading, and settlement converge on the same rails
For fintechs who try to capture the retail investment crowd, payments can be a game-changer from user experience to back-office plumbing.
This session brings together builders from across the payment ecosystem to examine how new rails are altering the way capital moves in APAC and beyond.
Attendees will walk away with:
A clear view of how stablecoins, on-chain settlement, and tokenised money are being used in live institutional workflows today
Understanding of what MAS initiatives like Project Orchid and Project Bloom signal for the future of digital money in Singapore's capital markets
Insight into how mobile-first fund platforms and digital distribution channels are pulling payment infrastructure closer to the point of investment
Perspective on the compliance and custody challenges firms face when payments, trading, and settlement converge on the same rails
For fintechs who try to capture the retail investment crowd, payments can be a game-changer from user experience to back-office plumbing.
This session brings together builders from across the payment ecosystem to examine how new rails are altering the way capital moves in APAC and beyond.
Attendees will walk away with:
A clear view of how stablecoins, on-chain settlement, and tokenised money are being used in live institutional workflows today
Understanding of what MAS initiatives like Project Orchid and Project Bloom signal for the future of digital money in Singapore's capital markets
Insight into how mobile-first fund platforms and digital distribution channels are pulling payment infrastructure closer to the point of investment
Perspective on the compliance and custody challenges firms face when payments, trading, and settlement converge on the same rails
From Rewards to Retention: The 5 Loyalty Program Mistakes Brokers Need To Avoid (Case Study)
From Rewards to Retention: The 5 Loyalty Program Mistakes Brokers Need To Avoid (Case Study)
From Rewards to Retention: The 5 Loyalty Program Mistakes Brokers Need To Avoid (Case Study)
From Rewards to Retention: The 5 Loyalty Program Mistakes Brokers Need To Avoid (Case Study)
From Rewards to Retention: The 5 Loyalty Program Mistakes Brokers Need To Avoid (Case Study)
From Rewards to Retention: The 5 Loyalty Program Mistakes Brokers Need To Avoid (Case Study)
Acquisition is getting more expensive. Most brokers already know that. The harder question is what happens after the client funds the account.
This session looks at how broker loyalty programmes are moving from “nice-to-have rewards” into a serious retention layer inside the client portal.
In this session, Desmond Leong, CEO of Returning.AI, will break down the practical mechanics behind high-performing broker loyalty programmes: what to reward, what not to reward, how onshore and offshore entities need different incentive structures, what belongs in the rewards store, and how brokers can recycle reward budgets back into trading value instead of letting them disappear as pure cost.
The talk will cover common mistakes brokers make when launching loyalty programmes, including copying retail-style rewards, ignoring jurisdictional constraints, over-relying on bonuses, failing to connect rewards to lifecycle stages, and measuring vanity engagement instead of retention, LTV, CAC payback, deposits, and active trading behaviour.
Attendees will leave with a clear do-and-don’t framework they can use to pressure-test their own loyalty strategy.
Why loyalty is no longer a “nice-to-have” marketing feature for brokers
The building blocks of any loyalty program and what they mean: points, tiers, missions, stores, leaderboards, boosters, and cashback-style mechanics
Understanding of how key regulators read loyalty incentives and where the compliance lines are
What should go in the rewards store, and what quietly destroys ROI
How trading credits, rebates, VIP perks, education, and service benefits can recycle value back into the brokerage
The 5 mistakes brokers should avoid when building or buying a loyalty programme
Real figures from a live deployment: what moved in daily activity, tier progression, and trader spend
Acquisition is getting more expensive. Most brokers already know that. The harder question is what happens after the client funds the account.
This session looks at how broker loyalty programmes are moving from “nice-to-have rewards” into a serious retention layer inside the client portal.
In this session, Desmond Leong, CEO of Returning.AI, will break down the practical mechanics behind high-performing broker loyalty programmes: what to reward, what not to reward, how onshore and offshore entities need different incentive structures, what belongs in the rewards store, and how brokers can recycle reward budgets back into trading value instead of letting them disappear as pure cost.
The talk will cover common mistakes brokers make when launching loyalty programmes, including copying retail-style rewards, ignoring jurisdictional constraints, over-relying on bonuses, failing to connect rewards to lifecycle stages, and measuring vanity engagement instead of retention, LTV, CAC payback, deposits, and active trading behaviour.
Attendees will leave with a clear do-and-don’t framework they can use to pressure-test their own loyalty strategy.
Why loyalty is no longer a “nice-to-have” marketing feature for brokers
The building blocks of any loyalty program and what they mean: points, tiers, missions, stores, leaderboards, boosters, and cashback-style mechanics
Understanding of how key regulators read loyalty incentives and where the compliance lines are
What should go in the rewards store, and what quietly destroys ROI
How trading credits, rebates, VIP perks, education, and service benefits can recycle value back into the brokerage
The 5 mistakes brokers should avoid when building or buying a loyalty programme
Real figures from a live deployment: what moved in daily activity, tier progression, and trader spend
Acquisition is getting more expensive. Most brokers already know that. The harder question is what happens after the client funds the account.
This session looks at how broker loyalty programmes are moving from “nice-to-have rewards” into a serious retention layer inside the client portal.
In this session, Desmond Leong, CEO of Returning.AI, will break down the practical mechanics behind high-performing broker loyalty programmes: what to reward, what not to reward, how onshore and offshore entities need different incentive structures, what belongs in the rewards store, and how brokers can recycle reward budgets back into trading value instead of letting them disappear as pure cost.
The talk will cover common mistakes brokers make when launching loyalty programmes, including copying retail-style rewards, ignoring jurisdictional constraints, over-relying on bonuses, failing to connect rewards to lifecycle stages, and measuring vanity engagement instead of retention, LTV, CAC payback, deposits, and active trading behaviour.
Attendees will leave with a clear do-and-don’t framework they can use to pressure-test their own loyalty strategy.
Why loyalty is no longer a “nice-to-have” marketing feature for brokers
The building blocks of any loyalty program and what they mean: points, tiers, missions, stores, leaderboards, boosters, and cashback-style mechanics
Understanding of how key regulators read loyalty incentives and where the compliance lines are
What should go in the rewards store, and what quietly destroys ROI
How trading credits, rebates, VIP perks, education, and service benefits can recycle value back into the brokerage
The 5 mistakes brokers should avoid when building or buying a loyalty programme
Real figures from a live deployment: what moved in daily activity, tier progression, and trader spend
Acquisition is getting more expensive. Most brokers already know that. The harder question is what happens after the client funds the account.
This session looks at how broker loyalty programmes are moving from “nice-to-have rewards” into a serious retention layer inside the client portal.
In this session, Desmond Leong, CEO of Returning.AI, will break down the practical mechanics behind high-performing broker loyalty programmes: what to reward, what not to reward, how onshore and offshore entities need different incentive structures, what belongs in the rewards store, and how brokers can recycle reward budgets back into trading value instead of letting them disappear as pure cost.
The talk will cover common mistakes brokers make when launching loyalty programmes, including copying retail-style rewards, ignoring jurisdictional constraints, over-relying on bonuses, failing to connect rewards to lifecycle stages, and measuring vanity engagement instead of retention, LTV, CAC payback, deposits, and active trading behaviour.
Attendees will leave with a clear do-and-don’t framework they can use to pressure-test their own loyalty strategy.
Why loyalty is no longer a “nice-to-have” marketing feature for brokers
The building blocks of any loyalty program and what they mean: points, tiers, missions, stores, leaderboards, boosters, and cashback-style mechanics
Understanding of how key regulators read loyalty incentives and where the compliance lines are
What should go in the rewards store, and what quietly destroys ROI
How trading credits, rebates, VIP perks, education, and service benefits can recycle value back into the brokerage
The 5 mistakes brokers should avoid when building or buying a loyalty programme
Real figures from a live deployment: what moved in daily activity, tier progression, and trader spend
Acquisition is getting more expensive. Most brokers already know that. The harder question is what happens after the client funds the account.
This session looks at how broker loyalty programmes are moving from “nice-to-have rewards” into a serious retention layer inside the client portal.
In this session, Desmond Leong, CEO of Returning.AI, will break down the practical mechanics behind high-performing broker loyalty programmes: what to reward, what not to reward, how onshore and offshore entities need different incentive structures, what belongs in the rewards store, and how brokers can recycle reward budgets back into trading value instead of letting them disappear as pure cost.
The talk will cover common mistakes brokers make when launching loyalty programmes, including copying retail-style rewards, ignoring jurisdictional constraints, over-relying on bonuses, failing to connect rewards to lifecycle stages, and measuring vanity engagement instead of retention, LTV, CAC payback, deposits, and active trading behaviour.
Attendees will leave with a clear do-and-don’t framework they can use to pressure-test their own loyalty strategy.
Why loyalty is no longer a “nice-to-have” marketing feature for brokers
The building blocks of any loyalty program and what they mean: points, tiers, missions, stores, leaderboards, boosters, and cashback-style mechanics
Understanding of how key regulators read loyalty incentives and where the compliance lines are
What should go in the rewards store, and what quietly destroys ROI
How trading credits, rebates, VIP perks, education, and service benefits can recycle value back into the brokerage
The 5 mistakes brokers should avoid when building or buying a loyalty programme
Real figures from a live deployment: what moved in daily activity, tier progression, and trader spend
Acquisition is getting more expensive. Most brokers already know that. The harder question is what happens after the client funds the account.
This session looks at how broker loyalty programmes are moving from “nice-to-have rewards” into a serious retention layer inside the client portal.
In this session, Desmond Leong, CEO of Returning.AI, will break down the practical mechanics behind high-performing broker loyalty programmes: what to reward, what not to reward, how onshore and offshore entities need different incentive structures, what belongs in the rewards store, and how brokers can recycle reward budgets back into trading value instead of letting them disappear as pure cost.
The talk will cover common mistakes brokers make when launching loyalty programmes, including copying retail-style rewards, ignoring jurisdictional constraints, over-relying on bonuses, failing to connect rewards to lifecycle stages, and measuring vanity engagement instead of retention, LTV, CAC payback, deposits, and active trading behaviour.
Attendees will leave with a clear do-and-don’t framework they can use to pressure-test their own loyalty strategy.
Why loyalty is no longer a “nice-to-have” marketing feature for brokers
The building blocks of any loyalty program and what they mean: points, tiers, missions, stores, leaderboards, boosters, and cashback-style mechanics
Understanding of how key regulators read loyalty incentives and where the compliance lines are
What should go in the rewards store, and what quietly destroys ROI
How trading credits, rebates, VIP perks, education, and service benefits can recycle value back into the brokerage
The 5 mistakes brokers should avoid when building or buying a loyalty programme
Real figures from a live deployment: what moved in daily activity, tier progression, and trader spend
Stablecoins from Experimentation to Implementation
Stablecoins from Experimentation to Implementation
Stablecoins from Experimentation to Implementation
Stablecoins from Experimentation to Implementation
Stablecoins from Experimentation to Implementation
Stablecoins from Experimentation to Implementation
With over $300 billion in stablecoins now in circulation and APAC regulators moving from frameworks to enforcement, the conversation has shifted.
Held in partnership with 8Circle, this session brings together the builders of new payment rails and the institutions putting them to work.
Attendees will walk away with:
A clear view of which stablecoin use cases have cleared proof of concept and are now operating at scale in APAC
Understanding of what the MAS Payment Services Act and Hong Kong's fiat stablecoin licensing regime mean for brokers and payment providers in practice
Insight into the infrastructure gaps firms most commonly underestimate before going live
Perspective on where the next wave of adoption is heading and what existing systems need to accommodate
With over $300 billion in stablecoins now in circulation and APAC regulators moving from frameworks to enforcement, the conversation has shifted.
Held in partnership with 8Circle, this session brings together the builders of new payment rails and the institutions putting them to work.
Attendees will walk away with:
A clear view of which stablecoin use cases have cleared proof of concept and are now operating at scale in APAC
Understanding of what the MAS Payment Services Act and Hong Kong's fiat stablecoin licensing regime mean for brokers and payment providers in practice
Insight into the infrastructure gaps firms most commonly underestimate before going live
Perspective on where the next wave of adoption is heading and what existing systems need to accommodate
With over $300 billion in stablecoins now in circulation and APAC regulators moving from frameworks to enforcement, the conversation has shifted.
Held in partnership with 8Circle, this session brings together the builders of new payment rails and the institutions putting them to work.
Attendees will walk away with:
A clear view of which stablecoin use cases have cleared proof of concept and are now operating at scale in APAC
Understanding of what the MAS Payment Services Act and Hong Kong's fiat stablecoin licensing regime mean for brokers and payment providers in practice
Insight into the infrastructure gaps firms most commonly underestimate before going live
Perspective on where the next wave of adoption is heading and what existing systems need to accommodate
With over $300 billion in stablecoins now in circulation and APAC regulators moving from frameworks to enforcement, the conversation has shifted.
Held in partnership with 8Circle, this session brings together the builders of new payment rails and the institutions putting them to work.
Attendees will walk away with:
A clear view of which stablecoin use cases have cleared proof of concept and are now operating at scale in APAC
Understanding of what the MAS Payment Services Act and Hong Kong's fiat stablecoin licensing regime mean for brokers and payment providers in practice
Insight into the infrastructure gaps firms most commonly underestimate before going live
Perspective on where the next wave of adoption is heading and what existing systems need to accommodate
With over $300 billion in stablecoins now in circulation and APAC regulators moving from frameworks to enforcement, the conversation has shifted.
Held in partnership with 8Circle, this session brings together the builders of new payment rails and the institutions putting them to work.
Attendees will walk away with:
A clear view of which stablecoin use cases have cleared proof of concept and are now operating at scale in APAC
Understanding of what the MAS Payment Services Act and Hong Kong's fiat stablecoin licensing regime mean for brokers and payment providers in practice
Insight into the infrastructure gaps firms most commonly underestimate before going live
Perspective on where the next wave of adoption is heading and what existing systems need to accommodate
With over $300 billion in stablecoins now in circulation and APAC regulators moving from frameworks to enforcement, the conversation has shifted.
Held in partnership with 8Circle, this session brings together the builders of new payment rails and the institutions putting them to work.
Attendees will walk away with:
A clear view of which stablecoin use cases have cleared proof of concept and are now operating at scale in APAC
Understanding of what the MAS Payment Services Act and Hong Kong's fiat stablecoin licensing regime mean for brokers and payment providers in practice
Insight into the infrastructure gaps firms most commonly underestimate before going live
Perspective on where the next wave of adoption is heading and what existing systems need to accommodate
