eSeminar - CPT Bearing
Currency Hedging and Cash Management in Wealth Management
Overview
This eSeminar is a recorded session of the ‘Currency Hedging and Cash Management in Wealth Management' webinar held on 28 November 2025.
Mr Alain Groshens, CEO and founder of SystematicEdge shares practical strategies for managing currency risk and optimising cash development in wealth management to enhance portfolio returns. Key topics include how institutional investors and family offices navigate FX volatility, align treasury objectives, and enhance portfolio returns through proven techniques.
Objective
By the end of the eSeminar, you will be able to:
- Identify key currency risks and cash management considerations relevant to cross‑border investment portfolios.
- Explain how currency movements and basic hedging mechanisms affect portfolio returns, volatility, and liquidity needs.
- Describe common FX hedging instruments and their roles in supporting effective cash and treasury management.
- Discuss practical, high‑level approaches for incorporating FX risk awareness into wealth and asset management processes.
Content
- Main currency risks, costs, positive P&L generation opportunities, and cash management challenges
- Understanding the risks of currency hedging and the integration of efficient cash and liquidity management practices
- How to hedge currency risk using different instruments and strategies while improving cash deployment
- Practical approaches to align FX risk management with broader treasury and cash management objectives
Who should attend
- Wealth managers
- Single and Multi-Family offices
- Long-only fund or ETF fund managers
- Private Equity and Venture Capital fund managers (including their portfolio companies)
Speaker/Course Instructor
Alain GROSHENS
Mr Alain Groshens is the Founder & CEO of SystematicEdge.
For the 25 years before founding SystematicEdge, Alain was directly in charge of multi-asset portfolio management and head of trading divisions for major European Investment Banks (Societe Generale, Commerzbank & Natixis), accountable for generating returns and managing risks. As Global Head of trading Alain was in charge of 50 traders across the globe, managing multi-asset portfolios totalling up to 30 billion euros of notional. Alain spent most of his career in Asia and was based in Paris, London, Tokyo and Hong Kong.
Alain holds a Master’s Degree in Financial Markets and a Master’s Degree in Computer Science from Paris Dauphine University and a Bachelor’s Degree in Maths & Physics from Pierre & Marie Curie University in Paris. Alain and the team at SystematicEdge provide clients with investment & multi-currency treasury solutions.
For the 25 years before founding SystematicEdge, Alain was directly in charge of multi-asset portfolio management and head of trading divisions for major European Investment Banks (Societe Generale, Commerzbank & Natixis), accountable for generating returns and managing risks. As Global Head of trading Alain was in charge of 50 traders across the globe, managing multi-asset portfolios totalling up to 30 billion euros of notional. Alain spent most of his career in Asia and was based in Paris, London, Tokyo and Hong Kong.
Alain holds a Master’s Degree in Financial Markets and a Master’s Degree in Computer Science from Paris Dauphine University and a Bachelor’s Degree in Maths & Physics from Pierre & Marie Curie University in Paris. Alain and the team at SystematicEdge provide clients with investment & multi-currency treasury solutions.
Details
Code
TEEEC26009001
Venue
ePlatform
Relevant Subject
Type 1 - Dealing in securities
Type 4 - Advising on securities
Type 9 - Asset management
Tags
New
Language
English
Level
Hours
SFC:1.00, PWMA:1.00
Fees
All (Member & Non-Member): HK$230
Staff of Corporate Member: HK$230
Non-Member: HK$460
Chinese Securities Association of Hong Kong (HKCSA): HK$320