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Topic: Streamlining Investments with Digital Transformation

Event Blurb: 

Digitalisation in the world of finance has helped reshape the business landscape to deliver solutions in a more effective and cost-efficient way. Innovations in investment platforms have been instrumental in streamlining complex workflows. They bring value at every stage of transactional chain, and they help satisfy regulatory requirements, optimise operations and enhance client experiences like never before.

Join our webinar at 4pm on 28 October moderated by Jim Kwok, Board Committee Member of Family Office Association Hong Kong, to take a deep dive with, Edward Liu, Managing Director and Head of Investment Services from Goldhorse Capital Management (HK) Limited, Stanley Ho, Investment Consultant at Wisdom Asset Management, and Cheng-Chi Li, Co-Head of Private Banking Equity and Structured Products Sales APAC at Credit Suisse, into how family offices can leverage platform innovation when it comes to investment in structured products.



數碼轉型重塑了當今金融產業的格局,也提供了更為有效和具成本效益的解決方案。 創新的投資平台在簡化複雜的投資流程方面發揮重要作用。 它們為投資的不同階段帶來價值,並在符合監管、優化流程、提升客戶體驗方面帶來前所未有的變化。 

現誠邀閣下參與10月28日下午4時舉行的網絡研討會,由香港家族辦公室協會理事郭興業先生主持,與金馬資本管理(香港)有限公司(Goldhorse Capital)董事總經理兼投資服務主管劉成恩先生、滙智資產管理有限公司市場投資顧問何原榜先生和瑞信私人銀行股權及結構性產品銷售亞太區聯席主管李正麒先生,深入探討家族辦公室如何在投資結構性產品時善用平台創新。




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