WHY US

DIGITIZE SO YOU CAN DO MORE WITH LESS. PROVIDE REAL CHOICE FOR CLIENTS AND THE PIE GETS BIGGER. USE COMPLIANCE AS A COMPETITIVE ADVANTAGE, NOT A LIABILITY.
+
Users globally
Markets live across Asia, Europe and Middle East
Billion+
USD notional is transacted daily through our platform
Segments
Retail Banks, Wealth and Private Banks

WHY ARE WE DIFFERENT TO OUR PEERS

We uniquely address both the key CHALLENGES and OPPORTUNITIES within the industry.We accomplish this while providing a rapid ROI on the tech spend.

“PRIVATE BANKS TODAY HAVE MOVED AWAY FROM THE TRADITIONAL ‘MOTHERSHIP’ SOLUTION APPROACH OF HAVING A MASSIVE SYSTEM THAT COMES WITH A LOT OF BAGGAGE. A FRONTLINE SYSTEM TODAY NEEDS TO BE LIGHT, REAL TIME, FIT FOR PURPOSE AND OPTIMALLY SOMETHING YOU CAN PUT ONLINE SO THAT RMS AND CLIENTS CAN REACH IT DIRECTLY.”

- Tom Askew, Head Technology Solution Delivery Wealth Management, SCB -

WHAT WE DO

AGDELTA VALUE PROPOSITION IS BASED ON 3 KEY SOLUTION PILLARS

THE 3 PILLARS OF VALUE

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Enterprise Wealth Compliance

Protecting my clients and my firm!
Making enterprise compliance management easy and cost effective

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Order + Execution Management

Best Execution – Price and transact on multi-asset investment products quickly, efficiently and safely

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Digital Advisory

Delivering trusted, relevant and
suitable advice, anytime, anywhere

1 ENTERPRISE WEALTH COMPLIANCE

PROTECT THE CLIENT, PROTECT THE BANK

  • Centralized compliance service for the entire enterprise
  • Compliance data mart cache for ease of access of data and auditing
  • Pre-configured rules library and rules maintenance

 

Read More

ORDER AND EXECUTION MANAGEMENT 2

MAXIMUM EFFICIENCY FOR THE BEST CLIENT EXPERIENCE

  • Client centric Order and Execution Management Services (oems)
  • Multi-asset market connectivity
  • Enterprise system integration
  • Real-time compliance monitoring
Read More

3 DIGITAL ADVISORY

 TRUSTED AND SUITABLE INVESTMENT IDEAS ANYTIME

  • Customer focused workflow
  • 360° portfolio and robo-advisor analytics
  • Collaboration
Read More

1 ENTERPRISE WEALTH COMPLIANCE

PROTECT THE CLIENT, PROTECT THE BANK

  • Centralized compliance service for the entire enterprise
  • Compliance data mart cache for ease of access of data and auditing
  • Pre-configured rules library and rules maintenance
Read More

ORDER AND EXECUTION MANAGEMENT 2

MAXIMUM EFFICIENCY FOR THE BEST CLIENT EXPERIENCE

  • Client centric Order and Execution Management Services (oems)
  • Multi-asset market connectivity
  • Enterprise system integration
  • Real-time compliance monitoring
Read More

3 DIGITAL ADVISORY

 TRUSTED AND SUITABLE INVESTMENT IDEAS ANYTIME

  • Customer focused workflow
  • 360° portfolio and robo-advisor analytics
  • Collaboration
Read More

Our Offering

Our award winning solutions serve the entire wealth management supply chain for the private, consumer and retail banking segment.

Price Discovery & Execution

Maximum Efficiency for best Client Experience

Multi-Asset Offering

AGDelta Shopping Mall

Connectivity

Your Hub for a wide range of Execution Venues

Investment Ideas

Now Investment Ideas are linked smartly to Compliance + Suitability

Suitability & Compliance

Protect you clients, Protect your Firm

Life Cycle Management

Port Trade Services

Technology & Architecture

Scalable and Built for Purpose

Adapters

We connect to Core Banking + External Systems

Digital Channels

Elegant but Trusted + Suitable Anytime – Anywhere

THE TEAM

Each of our management team and advisory board members has extensive experience within their areas of expertise, collectively covering a broad spectrum of the financial services business and technical domain.
ANDREW AU
Chief Executive Officer

Andrew Au is co-founder and Chief Executive Officer. He has more than 20 years’ experience in investment banking and Financial Services industry, having worked for top-tier global banks including Bankers Trust, Macquarie and Deutsche Bank and Global Financial Technology providers like SunGard, before he founded AGDelta in 2004.

Andrew is a frequent speaker at Wealth Management industry thoughts-leadership forums and an active industry participant in helping define and promote standards in the electronic trading of wealth investment products. Over the past 10 years he has been actively engaging retail and private banking institutions globally in transforming their business by leveraging E-commerce and digital channel models and technology. Andrew holds a Bachelor’s in Business from the University of Technology, Sydney and postgraduate studies in Applied Finance from Macquarie University Australia.

LAWRENCE GRINCERI
Chief Operating Officer

Lawrence is the Chief Operating Officer and Co-founder. Over his 25 years’ career, Lawrence has worked for the global leaders in Management Consulting (Accenture), Business Process Integration (TIBCO Inc) and Financial Technology (Reuters Plc & SunGard).

His multi-disciplinary expertise in the design and delivery of high performance, e-commerce transaction systems, governs the technology and operational direction undertaken at AGDelta. Lawrence holds a Bachelor’s in Engineering in Software Systems from Curtin University in Western Australia.

MOK CHUNG WING
Chief Technology Officer

Mok Chung Wing is Chief Technology Officer. He has over 20 years’ IT experience in Wealth Management, having worked for several leading global private banks. Chung Wing who was the former Asia Pacific Chief Technology Officer at Bank Sarasin, has overseen in all technology facets of the Wealth Management including Software Development, Technical Infrastructure & Architecture design and numerous Trade Order & Execution Management & Regulatory Compliance initiatives regionally.

As Chief Technology Officer, he is dedicated to defining key initiatives within AG Delta/’s Solution Architecture and Product roadmap. Chung Wing holds a Bachelor’s Degree in Computer Science with Honours from the City University of Hong Kong.

ROBERT SALY
Chief Product Officer

Robert Saly is Chief Product Officer. He has over 30 years of experience in the investment banking industry having worked for several global leading banks such as UBS, Merrill Lynch or Vontobel. He has worked in multiple locations across the world such as Zurich, London, New York, Hong Kong and Singapore.
At Merrill Lynch he was the European Head of Platforms and eCommerce delivering and implementing business-critical eCommerce and technology application across the structured product universe for internal and external clients.

At Vontobel Investment Bank Zurich, he covered the B4B relationship management maintaining strategic dialogs with key-decision-makers of financial institutions. He also developed under his leadership an in-house MIS and CRM system. From May 2012, Robert Saly has initiated and launched the start up of the Vontobel Financial Products office in Singapore for the distribution of structured products to qualified institutional investors in Singapore and Hong Kong.

BHASKAR GUNTURY
Managing Director, Professional Services

Bhaskar Guntury has over 20 years of experience in multiple disciplines including Program and Project management (delivery skills), architectural and technical skills, development and implementation experience, business analysis skills, and IT / Strategy consulting skills.

Bhaskar heads the Professional Services Delivery Organization that includes Project Management & Delivery Services; Production Support Services & QA Services. Prior to AG Delta, Bhaskar worked with companies such as Strategic Interventions India, TLiAP Singapore, Global 360 consultancy and Standard Chartered Bank, where he was actively engaged on projects that have required his expertise in architecting business solutions, deploying Enterprise Content Management (ECM) and Business Process Management (BPM) solutions in banking, financial services and insurance (BFSI) sectors. Bhaskar holds a Master of Engineering in EE from National University of Singapore.

Anthony Campbell-Brown
Managing Director, Head of ASEAN

Anthony Campbell-Brown has a 20 year proven track record of winning complex IT solution sales in difficult international markets and in particular APAC. With a background in capital/debt markets, Risk, IFRS, Transaction and retail banking, he has gained broad and deep understanding of how banks operate which has enabled him to build sustainable revenue streams for FinTech Software companies in SE Asia.

Starting in Bloomberg, he moved on to build and manage sales teams in medium to large size organisation such as Smartstream, Thomson Reuters (Kondor+) and Nucleus whilst also using his entrepreneurial flair to successful start up 2 small businesses in APAC.

Jean-Philippe Emmanuel
Director Business Solution

Jean-Philippe is Director Business Solution. He has over 15 years of experience in the Financial Technology Industry. He has worked for several global leading firms (NYSE-Euronext,LCH.Clearnet,Euroclear Bank) and independent software vendors as SunGard,GL Trade, AtosEuronext.

He has an experience as Business Analyst, Project Director and Business Development Manager. He used to travel across Europe, North Africa, Middle East and South East Asia for strategic projects and opportunities.

More recently he has played a major role throughout the “Asian link” project (connection between SEA Exchanges: SGX, BMAL, SET, IDX and Vietnam), the implementation of the digital solution for Maybank KimEng and compliance projects driven by OCBC and MAS (Monetary Authority of Singapore).
He has a strong knowledge in Front to Back office solutions including Risk and Compliance.

As Director Business Solution, he is responsible with group wide responsibilities including Pre-Sales, new Business opportunities, product roadmap and relationships with the global wealth management buy & sell-side industry.

SIMON WONG
Managing Director, Head of Greater China

Simon Wong has over 15 years’ of sales management and business development experience and is responsible for formulating and executing go-to-market strategies that will expand AG Delta’s business footprints across Asia as well as sales, marketing, partnerships and new market development.

His earlier career includes working as Business Development Representative with a Canadian technology start-up and worked his way up to becoming Regional Director for North Asia, where he successfully opened the Hong Kong and China market. before moving to SuperDerivatives. Simon was appointed as Head of Sales for Greater China in 2012 where he led the team to becoming the top revenue producing region in Asia for two consecutive years.

THE TEAM

Each of our management team and advisory board members has extensive experience within their areas of expertise, collectively covering a broad spectrum of the financial services business and technical domain.
ANDREW AU
Chief Executive Officer

Andrew Au is co-founder and Chief Executive Officer. He has more than 20 years’ experience in investment banking and Financial Services industry, having worked for top-tier global banks including Bankers Trust, Macquarie and Deutsche Bank and Global Financial Technology providers like SunGard, before he founded AGDelta in 2004.

Andrew is a frequent speaker at Wealth Management industry thoughts-leadership forums and an active industry participant in helping define and promote standards in the electronic trading of wealth investment products. Over the past 10 years he has been actively engaging retail and private banking institutions globally in transforming their business by leveraging E-commerce and digital channel models and technology. Andrew holds a Bachelor’s in Business from the University of Technology, Sydney and postgraduate studies in Applied Finance from Macquarie University Australia.

LAWRENCE GRINCERI
Chief Operating Officer

Lawrence is the Chief Operating Officer and Co-founder. Over his 25 years’ career, Lawrence has worked for the global leaders in Management Consulting (Accenture), Business Process Integration (TIBCO Inc) and Financial Technology (Reuters Plc & SunGard).

His multi-disciplinary expertise in the design and delivery of high performance, e-commerce transaction systems, governs the technology and operational direction undertaken at AGDelta. Lawrence holds a Bachelor’s in Engineering in Software Systems from Curtin University in Western Australia.

MOK CHUNG WING
Chief Technology Officer

Mok Chung Wing is Chief Technology Officer. He has over 20 years’ IT experience in Wealth Management, having worked for several leading global private banks. Chung Wing who was the former Asia Pacific Chief Technology Officer at Bank Sarasin, has overseen in all technology facets of the Wealth Management including Software Development, Technical Infrastructure & Architecture design and numerous Trade Order & Execution Management & Regulatory Compliance initiatives regionally.

As Chief Technology Officer, he is dedicated to defining key initiatives within AG Delta/’s Solution Architecture and Product roadmap. Chung Wing holds a Bachelor’s Degree in Computer Science with Honours from the City University of Hong Kong.

ROBERT SALY
Chief Product Officer

Robert Saly is Chief Product Officer. He has over 30 years of experience in the investment banking industry having worked for several global leading banks such as UBS, Merrill Lynch or Vontobel. He has worked in multiple locations across the world such as Zurich, London, New York, Hong Kong and Singapore.
At Merrill Lynch he was the European Head of Platforms and eCommerce delivering and implementing business-critical eCommerce and technology application across the structured product universe for internal and external clients.

At Vontobel Investment Bank Zurich, he covered the B4B relationship management maintaining strategic dialogs with key-decision-makers of financial institutions. He also developed under his leadership an in-house MIS and CRM system. From May 2012, Robert Saly has initiated and launched the start up of the Vontobel Financial Products office in Singapore for the distribution of structured products to qualified institutional investors in Singapore and Hong Kong.

BHASKAR GUNTURY
Managing Director, Professional Services

Bhaskar Guntury has over 20 years of experience in multiple disciplines including Program and Project management (delivery skills), architectural and technical skills, development and implementation experience, business analysis skills, and IT / Strategy consulting skills.

Bhaskar heads the Professional Services Delivery Organization that includes Project Management & Delivery Services; Production Support Services & QA Services. Prior to AG Delta, Bhaskar worked with companies such as Strategic Interventions India, TLiAP Singapore, Global 360 consultancy and Standard Chartered Bank, where he was actively engaged on projects that have required his expertise in architecting business solutions, deploying Enterprise Content Management (ECM) and Business Process Management (BPM) solutions in banking, financial services and insurance (BFSI) sectors. Bhaskar holds a Master of Engineering in EE from National University of Singapore.

Anthony Campbell-Brown
Managing Director, Head of ASEAN

Anthony Campbell-Brown has a 20 year proven track record of winning complex IT solution sales in difficult international markets and in particular APAC. With a background in capital/debt markets, Risk, IFRS, Transaction and retail banking, he has gained broad and deep understanding of how banks operate which has enabled him to build sustainable revenue streams for FinTech Software companies in SE Asia.

Starting in Bloomberg, he moved on to build and manage sales teams in medium to large size organisation such as Smartstream, Thomson Reuters (Kondor+) and Nucleus whilst also using his entrepreneurial flair to successful start up 2 small businesses in APAC.

Jean-Philippe Emmanuel
Director Business Solution

Jean-Philippe is Director Business Solution. He has over 15 years of experiences in the Financial Technology Industry. He has worked for several global leading firms (NYSE-Euronext,LCH.Clearnet,Euroclear Bank) and independent software vendors as SunGard,GL Trade, AtosEuronext.

He has an experience as Business Analyst, Project Director and Business Development Manager. He used to travel across Europe, North Africa, Middle East and South East Asia for strategic projects and opportunities.

More recently he has played a major role throughout the “Asian link” project (connection between SEA Exchanges: SGX, BMAL, SET, IDX and Vietnam), the implementation of the digital solution for Maybank KimEng and compliance projects driven by OCBC and MAS (Monetary Authority of Singapore).
He has a strong knowledge in Front to Back office solutions including Risk and Compliance.

As Director Business Solution, he is responsible with group wide responsibilities including Pre-Sales, new Business opportunities, product roadmap and relationships with the global wealth management buy & sell-side industry.

SIMON WONG
Managing Director, Head of Greater China

Simon Wong has over 15 years’ of sales management and business development experience and is responsible for formulating and executing go-to-market strategies that will expand AG Delta’s business footprints across Asia as well as sales, marketing, partnerships and new market development.

His earlier career includes working as Business Development Representative with a Canadian technology start-up and worked his way up to becoming Regional Director for North Asia, where he successfully opened the Hong Kong and China market. before moving to SuperDerivatives. Simon was appointed as Head of Sales for Greater China in 2012 where he led the team to becoming the top revenue producing region in Asia for two consecutive years.

Awards & Recognition

“Best Front Office Solution”
April 2015 – Singapore

“Best Front Office Solution”
April 2015 – Hong Kong

“Outstanding Wealth Management Technology Provider Award”
for Front Office product suite.

“Best Multi-Issuer Platform” and “Most Innovative E-commerce Platform”

Let's work together!

Request a demo, book a meeting or send us a general inquiry.