Wealth Management

[Webinar] FX Products in Private Wealth Management

Overview

FX Products are an essential asset class in wealth management that can cater to investors' four major needs: loan reduction, yield enhancement, hedging, and alpha generation. This course aims to introduce the FX products commonly offered in wealth management for these four FX strategies.

With the increasing number of family offices and high net worth individuals establishing offices or starting businesses worldwide, managing FX risk becomes crucial. The primary focus of this course is to provide participants with an opportunity to learn the aforementioned FX strategies.

Content Highlight

• FX products offered in wealth management
• Application of 4 FX strategies
- Cost reduction
- Yield enhancement
- Hedging
- Alpha
• Case studies

Who Should Attend

Private wealth managers, investment consultants, family office practitioners, external asset managers and risk managers

Instructor / Speaker

Kingston TSANG

Mr Tsang currently works as an FX product manager in the treasury department from an international bank. Before taking this position, he worked as a sales trader and FX advisor in different international private banks for over 14 years, focusing in both FX and precious metals. He also specialises in providing FX strategies and managing portfolios with different FX derivatives products.

Mr Tsang is a Chartered Financial Analyst holder (CFA) and Certified Financial Risk Manager (FRM), graduated with a Master of Finance degree from the University of Hong Kong.

Administrative Details

Code
TPPWM25019701
Date & Time
Monday, 1 Dec 2025 (06:30 PM - 08:30 PM)
Venue
Virtual Platform
Relevant Subject
Type 2 - Dealing in futures contracts
Type 3 - Leveraged foreign exchange trading
Type 5 - Advising on futures contracts
Type 9 - Asset management
Language
Trad. Chi / Cantonese
Hours
SFC:2.00, PWMA:2.00
Fees
All Member: HK$480
Chinese Securities Association of Hong Kong (HKCSA): HK$670
HKSI Institute Staff: Free
Honorary Fellow Member: Free
Non-Member: HK$960
Staff of Corporate Member: HK$480
Student Member (UHKSI): HK$220
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