eSeminar - CPT Bearing

The Intricacies of Serving Family Offices

Overview

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.

Objective

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.

Content Highlight

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

Who Should Attend

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.

Instructor / Speaker

Matthew WONG

Mr. Matthew Wong is Managing Director, Group Head of Products at UOB Kay Hian. He oversees multi-asset products offering in Asia and has over 20 years of sales and trading experience from global, regional and Chinese financial institutions. Matthew has solid experience in Fixed Income Currency and Commodities (FICC), Equity and Derivatives products.

Administrative Details

Code
TEEEC22002601
Venue
ePlatform
Relevant Subject
Type 9 - Asset management
Language
English
Hours
SFC:1.00, PWMA:1.00
Fees
All Member: HKD200
Non-Member: HKD400
Staff of Corporate Member: HKD200