eSeminar - CPT Bearing

Current Trend in the Hong Kong Family Office Business

概要

This eSeminar is a recorded session of the "Current Trend in the Hong Kong Family Office Business" webinar held on 19 January, 2026.

My Ryan Chan, Managing Director at KGI Asia Limited, examines the transformation of Hong Kong's family office sector. Key topics include the factors driving this dynamic market, the critical impact of external asset management on contemporary investment strategies, and the unique opportunities and systemic challenges shaping the future of wealth management.

宗旨

After completing this course, you will be able to:
- Describe the current landscape of the Hong Kong Family Office industry
- Identify the key factors that enable Hong Kong’s Family Office sector to continue thriving
- Differentiate among the various business focuses and operating models within the Family Office space
- Explain the major challenges and competitive pressures facing Family Offices in Hong Kong

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

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
TEEEC26009601
地點
網上平台
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
級別
課程時數
SFC:1.00, PWMA:1.00
費用
所有會員: HK$230
機構會員員工: HK$230
非會員: HK$460
香港中資証券業協會(HKCSA): HK$320