Asset and Wealth Management

[Webinar] Current Trend in the Hong Kong Family Office Business

概要

Family Office has been a very key growth area in the Hong Kong financial sector in recent times, with the active promotion of the government. Leveraging Hong Kong’s unique position as the “East-meets-West” gateway to China, Family Office industry has been developing rapidly in recent years due to our seamless access to both the Chinese Mainland market and the global investment markets.

Despite the ongoing geopolitical tension, Family Office industry in Hong Kong has been thriving and will certainly become a cornerstone in cementing Hong Kong’s position as a regional and global hub in the Wealth Management space.

內容

- Introduction to the Family Office Landscape
- Crucial Factors for Hong Kong Family Office Industry to Keep Thriving
- Different Focus for Everyone: A “Wide” Playing Field
- Key Cornerstone: External Asset Management
- The Next Big Thing?
- Key Challenges and Competitors

對象

The webinar primarily targets all practitioners who would like to learn about the rapidly evolving Family Office industry in Hong Kong.

導師/講者

陳紅岩
Ryan is a Managing Director in KGI’s Wealth Management, advising high net worth clients on bespoke portfolio strategies and wealth solutions. He brings over two decades of investment and private banking experience in London and Hong Kong, including senior roles at Morgan Stanley, UBS, Credit Suisse, Société Générale, and as Managing Director in HSBC Private Bank’s Ultra-High Networth Solutions team.

He has served on the HKSAR Government’s Environment and Conservation Fund Investment Committee, taught as an Adjunct Associate Professor at The Chinese University of Hong Kong, and was a Fellow of St John’s College at The University of Hong Kong. A long standing HKSI Institute member, he served on its Board from 2018 to 2021. Ryan holds a Master’s degree from the University of Oxford in Engineering, Economics and Management.

詳情

活動編號
TSBAW26001901
日期及時間
2026年1月19日, 星期一 (12:20下午 - 1:20下午)
地點
虛擬平台
相關主題
第1類 - 證券交易
第4類 - 就證券提供意見
第9類 - 提供資產管理
標籤
語言
英文
課程時數
SFC:1.00, PWMA:1.00
費用
所有會員: HK$240
機構會員員工: HK$240
學生會員(UHKSI): HK$110
香港中資証券業協會(HKCSA): HK$335
非會員: HK$480
香港證券及投資學會員工: HK$0
榮譽資深會員(FHKSI(Hon)): HK$0
Hong Kong Trustees’ Association (HKTA): HK$335