The objective of this course is to provide participants with a comprehensive understanding of value investing principles, strategies, and techniques to enhance their stock investing skills. Participants will learn how to identify undervalued stocks, conduct thorough research, and make informed investment decisions based on intrinsic value.
Asian family office strategies in wealth and business succession planning are tailored to address the unique cultural, familial, and business dynamics prevalent in the region. These strategies focus on ensuring the seamless transition of wealth and leadership across generations while preserving family legacies and business continuity.
This workshop explores the critical role of Family Offices in generational wealth planning, offering financial professionals’ insights into structuring and managing family wealth for long-term success. Participants will learn to integrate Family Office strategies, evaluate different Family Office models and apply real-world generational wealth planning techniques. The session covers business succession planning, cross-border wealth management and risk mitigation, with case studies highlighting strategies used by affluent Asian families. By the end of the workshop, participants will be equipped to guide UHNW and HNW families in preserving, growing and transferring wealth efficiently while navigating complex legal, tax and governance considerations
Successful unit trust investment hinges on strategic decisions. Diversification is the key to spreading investments across various assets to mitigate risks. Aligning investments with your risk tolerance and regularly monitoring fund performance ensures adaptability.