IS WEALTH MANAGEMENT LOCALIZED: A CHINA COMPARISON 財富管理是否存在地域性: 中國為案例
- Starting Time 活動開始時間
April 2, 2025 at 8:30 AM UTC
(In your time zone. 閣下所在時區）
April 2, 2025 at 4:30 PM GMT+8
(In the event local time zone. 活動所在時區)
- Participants 嘉賓
Ms Siyan Chen 陳思言女士 (Founder, Promise Family Office)
Ms. Siyan Chen is an outstanding elite in the insurance industry and the philanthropic sector. She has a rich educational background, having graduated from Kennesaw State University, Georgia State University, and Sichuan University. She is also an alumnus of the CKGSB and HKU, and is currently pursuing an EMBA degree at the National University of Singapore.In July 2009, Ms. Chen moved from the United States to Hong Kong. Transitioning from a registered nurse in cardiology, she joined Prudential Insurance at the end of December 2012. With her exceptional business acumen and management skills, she has made a remarkable impact in the insurance industry, becoming a legendary figure in Hong Kong's insurance sector. She currently serves as the Regional Director of Prudential, leading a team of over a hundred members.In 2017, Ms. Chen founded the Promise Charity Foundation, which serves grassroots residents in Sham Shui Po and has benefited over 10,000 individuals. In 2018, she established the Promise Family Office, providing comprehensive wealth management and lifestyle concierge services to nearly a thousand high-net-worth clients. In 2023, she founded Promise Education Consulting Co., Ltd., offering education and study abroad planning services for mid-to-high-end clients.- Organizers 主協辦機構
Hong Kong Institute for the Humanities and Social Sciences, The University of Hong Kong
- Mode 活動形式
- In-person
- Venue 地點
- May Hall, HKU 香港大學梅堂
- Languages 語言
- IN MANDARIN 以普通話進行
- Description 詳情
Many Chinese families have prospered since the country’s economic reform 40 years ago, and many of them are now thinking about how to maintain and transfer their wealth. Wealth management is not merely an investment decision; it is a comprehensive financial service solution and a systematic process. Its aim is to assist individuals or families in preserving and increasing their wealth, as well as achieving long-term financial goals through scientific financial planning, asset allocation, and risk management. In the face of current global uncertainties, investment with a regional context has become a necessary question for high-net-worth investors. What are the preferences of Chinese families in wealth management in recent years? How are current family wealth management trends in China and abroad similar or different?
改革開放40年，獲得紅利的中國家庭應該如何守富和傳富？財富管理不只是一個投資決定而是一份綜合的金融服務解決方案，也是一個系統化的過程，旨在幫助個人或家庭通過科學的財務規劃、資產配置和風險管理，實現財富的保值以及達成長期財務目標。面對當下全球不確定的挑戰，地域性的投資是中高端投資者必須面對的選擇題。中國家庭這幾年在財富管理上有什麽的偏好？家族財富管理產業在中國的近期趨勢與國外有什麽相似與差異？
- Registration & Video Recording 登記與錄影
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The event is not recorded. 活動過程不會錄影。
- Website 網頁
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