eSeminar - CPT Bearing

The Intricacies of Serving Family Offices

概要

This eSeminar is a recorded session of the webinar that was held on 12 January 2022.

Family offices are private wealth management advisory firms that serve ultra-high-net-worth individuals, with the aim to grow and transfer their wealth across generations. Serving this unique client segment requires more than the traditional wealth management techniques. In this eSeminar, the speaker covered how to serve family offices clients.

宗旨

By the end of this eSeminar, you will have:
- an understanding of practical issues in serving family offices, particularly the account opening process and on-going maintenance of client relationship; and
- learnt some day to day issues between sell side and family offices on transaction related matters and suitability check.

內容

Client Journey
1) New Clients
   - Awareness
   - Pitching
   - Client onboarding
2) Existing Clients
   - Fund Deposits, including source of funds and 3rd party deposits
   - Transactions
   - Account Maintenance

對象

This eSeminar is primarily targeted at fund managers, asset managers, in-house counsel & compliance, senior management such as Responsible officers, Managers-in-Charge, directors, wealth management staff and professionals already working in the family offices sector.

導師/講者

黃集蔚
黃集蔚先生於1994年開始從事投資銀行工作,具20多年股票衍生工具和投資產品的經驗。曾擔任交易、銷售和電子交易各方面主管。黃先生擁有全球管理經驗,2006年成為荷蘭銀行董事總經理,2007年出任荷蘭銀行亞洲股票副主管,2010年在倫敦蘇格蘭皇家銀行(RBS)出任投資產品銷售平台全球主管。在倫敦,他管理產品的發行平台,擁有超過20,000隻產品在德國,荷蘭,瑞士,北歐和義大利的交易所上市。他2012加入香港的凱基證券,2013晉升為營運總監。他擁有香港及新加坡券商管理經驗。於2018年5月加入建銀國際證券有限公司,出任聯席董事總經理。他負責定息產品,債券,大宗商品和期貨業務及產品設計和開發。於2022年1月加入大華繼顯(香港)有限公司, 出任董事總經理。

詳情

活動編號
TEEEC22002601
地點
網上平台
相關主題
第9類 - 提供資產管理
語言
英文
級別
課程時數
SFC:1.00, PWMA:1.00
費用
所有會員: HK$200
機構會員員工: HK$200
非會員: HK$400