Wealth Management

HFOP Module 9 - Non-Financial Services

概要

This Module 9 of the Henley Family Office Program (HFOP) looks at the non-financial services that a Family Office may provide. This can include some quite diverse services and we cover three of the more common ones.

The first lecture covers Passion Investments The second lecture discusses Concierge Services whereas the third lecture looks at Educating the Next Gen.

This module is a 3.5-hour (approx. study time) course and is eligible for 2 SFC CPT/PWMA OPT hours.

Check out the other modules in the Program:

宗旨

By the end of this module, you will be able to:
- Describe various kinds of passion investment
- Explain how to purchase, manage and valuate jewellery, watches, fine arts, wine and classic cars
- Recognise the kind of concierge services that a Family Office may provide
- List and describe the best practices (TAIL Framework) in engaging Next Gen
- Tell the Next Gen programs offered by private banks and family office

內容

Part 1 - Pre-reading materials
(i) Useful Definitions
(ii) Passion Investing: A Beginner’s Guide
(iii) Seeing the bigger picture: Arts, Collectibles & Wealth Management
(iv) Family Offices and Artwork: Mitigating the risks
(v) An insight into lifestyle and concierge care in London
(vi) Podcast on how UHNW families educate their children about money

Part 2 - Presentation Slides of the eCourses

Part 3a - Passion Investments*
(i) Introduction
(ii) Section 1: Jewellery and Watches
(iii) Section 2: Fine Wine
(iv) Section 3: Art
(v) Section 4: Classic Cars

Part 3b - Concierge Services*

Part 3c - Educating the Next Generation*
(i) Section 1: The Urgency of New Gen Education
(ii) Section 2: How Do You Engage the Next Gen?
(iii) Section 3: Case Study: Generation Z Investment Club

Part 4 - Quiz*
The quiz consists of 15 questions where learners have 3 attempts to achieve at least 80% with correct answers as a pass.

Part 5 - Post-reading materials
(i) Knight Frank’s latest Luxury Investment Index
(ii) NFTs and wine: What could they mean for collectors?
(iii) Documentary on Netflix "Made You Look" (for Netflix subscriber only)
(iv) "Why Did Someone Pay $560,000 for a Picture of My Column? - The New York Times
(v) The Role of Freeports in the Global Art Market
(vi) Sample Chapter of Investor Z
(vii) Bank of Singapore Gen Y Bank Program
(viii) Credit Suisse
(ix) Morgan Stanley
(x) Star Magnolia's Z Club blog

* mandatory parts to complete

對象

(1) Professionals who are keen to succeed in the world of family office management
(2) Individuals who want to set up their own family office
(3) Practitioners who wish to take their career to the next level or looking for a role in the industry

詳情

活動編號
TEPWM22013801
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
Introductory
課程時數
SFC:2.00, PWMA:2.00
費用
所有會員: HK$775
機構會員員工: HK$775
非會員: HK$1550