Wealth Management

[Webinar] FX Products in Private Wealth Management

Overview

FX Products are an essential asset class in wealth management that can cater to investors' four major needs: loan reduction, yield enhancement, hedging, and alpha generation. This course aims to introduce the FX products commonly offered in wealth management for these four FX strategies.

With the increasing number of family offices and high net worth individuals establishing offices or starting businesses worldwide, managing FX risk becomes crucial. The primary focus of this course is to provide participants with an opportunity to learn the aforementioned FX strategies.

Content

• FX products offered in wealth management
• Application of 4 FX strategies
- Cost reduction
- Yield enhancement
- Hedging
- Alpha
• Case studies

Who should attend

Private wealth managers, investment consultants, family office practitioners, external asset managers and risk managers

Speaker/Course Instructor

Kingston TSANG
Mr Tsang currently works as a FX product manager in the treasury department from an international bank. Before taking this position, he worked as a sales trader and FX advisor in different international private banks for over 14 years, focusing in both FX and precious metals. He also specialises in providing FX strategies and managing portfolios with different FX derivatives products.

Mr Tsang is a Chartered Financial Analyst holder(CFA) and Certified Financial Risk Manager (FRM), graduated with a Master of Finance degree from the University of Hong Kong.

Details

Code
TPPWM24019701
Date & Time
Tuesday, 27 Aug 2024 (6:30PM - 8:30PM)
Venue
Virtual Platform
Relevant Subject
Type 2 - Dealing in futures contracts
Type 3 - Leveraged foreign exchange trading
Type 5 - Advising on futures contracts
Type 9 - Asset management
Tags
New
Language
Trad. Chi / Cantonese
Hours
SFC:2.00, PWMA:2.00
Fees
All Member: HK$480
Staff of Corporate Member: HK$480
Student Member (UHKSI): HK$220
Chinese Securities Association of Hong Kong (HKCSA): HK$670
Non-Member: HK$960