APB Directory | EasyView

Hong Kong
43/F, Cosco Tower, 183 Queen’s Road Central, Hong Kong
Year founded: 2020
No. of employees: 50 – 60

EasyView is a company in the financial technology sector that focuses on providing services to family offices, external asset managers, and private wealth institutions. With a track record of serving over 100 FO/EAM, banks, securities firms, and other institutions in Hong Kong and Singapore since its inception, EasyView has established itself as a trusted partner in the industry. The company has also achieved significant success in connecting data interfaces of more than 20 renowned overseas private banks/brokers and has pioneered the opening up of FIX transaction ports of well-known private banks such as JP Morgan, LGT, UBS, and more. This has enabled EasyView to offer institutionalized infrastructure and solutions that cater to the specific needs of family offices and private banking clients.

We are formed by a team of 50+ business and technology talents in Hong Kong and Shenzhen. As of January 31st, 2023, we are responsible for US$10 billion of asset under reporting. In June 2023, EasyView became the first Greater China region player to become a part of UBS’s AssetLink platform.

Key contacts

Ken Liu

Amy Li
Chief Commercial Officer

Antonia Li
Head of Strategy & Partnerships

Solutions provided

  • IAM/MFO Solution
  • Portfolio Management Solution
  • Structured Products Solution
  • Trading and Execution Solution
  • Wealthtech Solution

Significant clients

  • Noah International, China’s leading wealth and asset manager with a focus on global services for HNWI and enterprises in China
  • Prominent Multi-Family Office (The only Mainland family office that received Legacy Award 2018 from the Hong Kong Legacy Academy)
  • Well-known Hong Kong-based External Asset Manager with a total asset under management of over $9 billion

Ken Liu

Ken Liu is a highly experienced professional in the Family Office/External Asset Manager, Structured Product, and Asset Management industries, with over 10 years of experience in these field. He is recognized as a prominent figure in these industries and has a proven track record of success in product strategy and business development.

Before co-founding EasyView, Ken worked for Taikang Asset Management (HK), Goldhorse Capital and Gentleman Capital, where he held various leadership positions and was primarily responsible for product strategy and business development. His experience in these roles has given him a deep understanding of the industry, as well as the ability to develop and implement effective strategies to help clients achieve their financial goals.

Ken holds a Masters degree in Economics from the University of Hong Kong, which has given him a strong foundation in financial theory and practice. He has used this knowledge to inform his strategic decision-making and to provide clients with innovative and effective financial solutions.

Amy Li
Chief Commercial Officer

Amy is the Chief Commercial Officer at EasyView, where she plays a critical role in leading business development of the EasyView solution for IAM/MFO. In her role, she works closely with cross-functional teams spanning Product, UI/UX, Marketing and Strategy to develop and execute effective strategies that ensure the successful delivery of the EasyView solutions to External Asset Managers and Family Office clients.

Amy brings a wealth of experience to her role, having previously served in product specialist and investor relations positions at Invesco and CEB International Investment. Her experience in these roles has given her a deep understanding of the investment industry and the ability to develop and implement effective strategies to help clients achieve their business goals.

Amy is a results-oriented business leader who is committed to delivering successful outcomes for clients. She is highly skilled in developing and implementing effective strategies that drive growth and profitability. Her expertise in the investment industry, combined with her strong business acumen, makes her a valuable asset to the EasyView team.

Antonia Li
Head of Strategy & Partnerships

Antonia is a seasoned business leader with extensive experience in strategy consulting, portfolio management, and digital solutions. As the Head of Strategy & Partnerships at EasyView, a leading Fintech solution provider for the Private Wealth Management industry, she is responsible for driving growth and innovation through strategic partnerships and business transformation servies.

Antonia is highly regarded in the industry and is recognized as a pioneer in Hong Kong for providing business transformation services to Family Offices/External Asset Managers and Private Banks. She is media trained and digital savvy, and has a proven track record of success in building new products and business models, particularly in the Greater China region.

Before joining EasyView, Antonia ran strategy consulting and portfolio management at PwC’s New Ventures, where she was responsible for delivering digital solutions leveraging emerging technologies from ideation to market-ready status.

Antonia is a passionate and dedicated leader who is committed to driving innovation and growth in the Fintech industry. She received a Master’s degree and a Bachelor’s degree, both in Economics, from the University of Hong Kong and the University of California – San Diego, respectively.