Wealth Management

AI Application in FinTech

Guest lecture at HKUST covering machine learning foundations, large language models, AI agents, and their applications in wealth management and investment technology.

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Yao Tung Huang (Don HUANG)

A Two-Layer Attribution Framework for Portfolios Built from Mixed-Asset Products

A two-layer attribution framework separating product-wrapper and underlying asset-class effects in mixed-product institutional portfolios.

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Yao Tung Huang (Don HUANG)

AI-Driven Automatic Wealth Management Solution

A production-grade digital wealth architecture integrating client profiling, goal-based portfolio construction, monitoring, rebalancing, and execution infrastructure.

AI-Driven MPF Retirement Advisory System

AI-driven retirement advisory combining lifecycle optimisation, personalised retirement-gap analysis, and constraint-aware MPF fund selection in a regulated deployment …