Overview
The Family Office sector has emerged as a sophisticated financial powerhouse within the global wealth management landscape as the concentration of private capital reaches historic highs. With the number of family offices surpassing 8,000 globally, it is anticipated that the total estimated assets under management (AUM) will reach $5.4 trillion by 2030 — with Asia-Pacific serving as the fastest-growing region, according to studies.
This session will dive into key drivers behind the sector’s rapid expansion and explore how family offices are employing systematic and sophisticated asset allocation strategies to preserve multi-generational wealth. We will also discuss the pivotal role of the "Next Gen" as they take the reins during this era of unprecedented wealth transfer.
Content Highlight
Key topics
- Introduction to different types and roles of family offices and the drivers accelerating the sector’s growth across APAC wealth hubs
- Discover the asset allocation framework used by FOs and the generational shift in investment focus driven by the younger generations
- Explore opportunities created for the broader wealth management industry and the expanding role of WealthTech and digital platforms in modernising the traditional FO model
Who Should Attend
Senior management of single/multi-family offices, asset managers, private wealth managers, investment advisors, fintech specialists, UHNW individuals, family business founders and family members who are interested in digital and sustainable investing, and developing modern portfolio tools.
Instructor / Speaker
Sin Ting SO
Sin Ting brings over 15 years of experience in the wealth management industry at leading banks across Hong Kong and Singapore, including Morgan Stanley and Nomura.
In her current role, she leverages her extensive wealth management experience to deliver a client-first hybrid investing experience through an intuitive digital platform and efficient, multi-channel advisory support.
Despite her experience in wealth management, upon joining Endowus, she hopes to spread financial literacy and enable investors to make informed decisions about their own financial future.
Administrative Details
Type 4 - Advising on securities
Type 9 - Asset management
Chinese Securities Association of Hong Kong (HKCSA): HK$405
HKSI Institute Staff: Free
Honorary Fellow Member: Free
Non-Member: HK$580
Staff of Corporate Member: HK$290