eSeminar - CPT Bearing

Current Trend in the Hong Kong Family Office Business

Overview

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.

Objective

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

Content Highlight

- 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

Who Should Attend

All practitioners who would like to learn about the rapidly evolving Family Office industry in Hong Kong.

Instructor / Speaker

Ryan CHAN

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.

Administrative Details

Code
TEEEC26009601
Venue
ePlatform
Relevant Subject
Type 1 - Dealing in securities
Type 4 - Advising on securities
Type 9 - Asset management
Language
English
Hours
SFC:1.00, PWMA:1.00
Fees
All Member: HK$230
Chinese Securities Association of Hong Kong (HKCSA): HK$320
Non-Member: HK$460
Staff of Corporate Member: HK$230
Back Enrolment Pending