We were delighted to host this new-format, investment-focused event in Hong Kong – especially amid a highly-challenging investment landscape. Over 200 senior individuals attended – including leading product & fund gatekeepers from the top international and local Private Banks, Retail Banks, Multi-Family Offices and IFAs, as well as relationship managers and investment advisers from the industry.
Amid highly-challenging markets, product manufacturers and distributors urgently need to get clients to use a broader range of portfolio and investment solutions. In particular, diversification and risk management are critical.
“More and more people today are thinking about solutions – including portfolio solutions, investment solutions and distribution solutions. So an event like this is a very timely and important one.”
Steven Moeller, Managing Director, Head of Multi-Asset Asia Pacific, BlackRock
“It was a good balance of experience and ideas sharing. On top of that, panel moderators were good at making the conference more lively and informative.”
Simon Ip, Head of Singapore, Markets and Investment Solutions, Indosuez Wealth Management
“This event is a very important one, because it talks about one of the fundamental issues of wealth management and private banking: advice.”
Patrick Donaldson, Head of Wealth Management Solutions, ASEAN, Thomson Reuters