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Investment / Alternatives Summit - March / Oct / Nov
Investment Day - March / July / Sept / Oct / Nov
Private Wealth Summit - April / Oct / Nov
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You should have assets around $3 million to $300 million or managing $20 million to $30 billion.
7 Secrets how the Old Rich Achieve Success with Wealth Managers
Ever wonder how the old rich became mega-wealthy today? Ever wonder why the new generation of rich are working so hard and having so little time for themselves?
The 2024 Investment Day
17th Oct Hong Kong | 7th Nov Singapore
Private Equity, Hedge Funds, Boutique Funds, Private Markets & more. Join 20+ CIOs & Senior investment team, with > 60% single family offices with $300 million AUM. Taking place on 17th Oct 2024 in Hong Kong, 7th Nov 2024 in Singapore. Every March, July, Sept, Oct & Nov.
Visit | Register here
The 2024 Family Office Summit17th Oct Hong Kong St Regis | 7th Nov Singapore Amara Sanctuary Resort
Join 80 single family offices & family office professionals in Hong Kong & Singapore
Links: 2024 Family Office Summit | Register here
2024/2025 Institutional Investor Summit / Roundtable
March / Oct / Nov in Hong Kong & Singapore
Join CEOs, CIOs, Senior investment team from Sovereign Wealth Funds, Pension Funds, Endowments, Foundations & Charities in Hong Kong, Singapore & Asia-Pacific at the 2024 Institutional Investor Summit / Roundtable. Join as delegate, speaker, presenter, partner & sponsor.
Visit | Register here
2024/2025 Investment / Alternatives Summit
March / Oct / Nov in Hong Kong & Singapore
Join leading asset managers, hedge funds, boutique funds, private equity, venture capital & real estate firms in Hong Kong, Singapore & Asia-Pacific at the Investment / Alternatives Summit. Join as delegate, speaker, presenter, partner & sponsor.
Visit | Register here
2024/2025 Private Wealth Summit
April / Oct / Nov in Hong Kong & Singapore
Join CEOs, CIOs, Head of Private Banking, Head of Family Offices & Product Heads at The Private Wealth Summit. Join as delegate, speaker, presenter, partner & sponsor.
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No. 1 They Utilise Expertise
They tap onto the expertise of the wealth managers. Instead of learning & managing everything by themselves, they tap onto the expertise of wealth managers in banking, financial services, investment trends and new products & services. This help them to make better decisions in life without needing to learn by themselves.
After all, what most clients are already doing, can’t be too wrong. Or maybe not?
No. 2 They Listen
Accepting Investment Proposal
They get the latest financial vibes, including knowing if the financial industry is having trouble or in for another economic boom. They listen carefully, anticipating if the banks, bankers and wealth managers are at the forefront of economic & business developments. This will not only impact their personal wealth, assets, businesses, but also how they would work with their wealth managers in the following years.
” They listen carefully, anticipating if the banks, bankers and wealth managers are the forefront of economic & business developments “
They pay more to wealth managers so that they can retain good wealth managers to advise them. Wealth managers are more likely to pay more attention to their financial & family affairs.
With this approach, it is not surprising many of them left banking to set up family offices for wealthy families. Some wealth managers are even helping them to manage their businesses.
No. 4 Communication
Private Banking
They share personal things with wealth managers, relieving themselves of stress or secrets they may not be able to share with their business associates, employees, families or friends.
And because a strong relationship is forged, wealth managers will feel obliged to provide quality service and put client’s interest first. In the event of crisis, which customer would the wealth managers contact, before anyone else?
Wealth managers do not only have one customer. Private Bankers have as few as 20 customers while Priority Bankers typically have 200 – 300 customers in their portfolio. Their group of customers are either very wealthy or influential in their own rights.
Should the customer need any advice across different professions, industries or even personal matters, wealth managers have a good network to tap on.
But this sharing of network isn’t just for wealthy and affluent clients. Little things such as getting a good tutor or medical remedies, latest travel or shopping promotion could be useful for anyone.
No. 6 Peace of Mind
Asian Wealthy Family Celebrating Christmas
They have a peace of mind by getting wealth managers to take care of major family decisions, buying / selling house, education, businesses, insurance, asset planning, cashflow, loans and more.
Being able to live with lesser worries means they are able to focus on issues that are important to them.
No. 7 Time is Precious
Most importantly, they free up their time. Instead of thinking how to manage their wealth, assets & cashflow, they leave it to their wealth managers.
They spend their time focusing on what they can do in life:
Managing $20 million to $3 billion. Investing $3 million to $300 million.
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2025 Upcoming Events
> The 2025 Investment Day Hong Kong – March / July / Sept / Nov
> The 2025 Investment Day Singapore – March / July / Sept / Nov
> The 2025 Investment / Alternatives Summit Hong Kong – April / Oct
> The 2025 Investment / Alternatives Summit Singapore – April / Oct
> The 2025 Family Office Summit Hong Kong – April / Oct
> The 2025 Family Office Summit Singapore – April / Nov
> The 2025 Private Wealth Summit Hong Kong – TBC
> The 2025 Private Wealth Summit Singapore – TBC
2024 June / July Report Release:
> Asset Management Report 2024
> Family Office Report 2024
> UHNW Wealth Report 2024
> Top 50 Southeast Asia Companies Report 2024
> China & Hong Kong IPO Report 2024
> Hong Kong SFC Financial Industry Report 2024
> Private Capital / Equity Fund Managers IRR & Bonuses Report 2024
> Sports Report 2024
