Hubbis Wealth Solutions Forum – Hong Kong 2024

Henley & Partners is delighted to have been invited to participate in the Hubbis Wealth Solutions Forum – Hong Kong 2024 in October 2024.

Overview:

The event will focus on the changing dynamics of wealth management in Hong Kong from a wealth solutions and planning perspective.

The following topics will be discussed:

• New trends in legacy and estate planning in 2024 - A look at the evolving art of wealth management, including the impact of modern tax policies, family office setups, and charitable planning strategies in the current economic environment.
• A deep dive into how wealth management tools are transforming to meet modern challenges, such as market volatility, rising interest rates, inflation, and digital asset turmoil.
• High-net-worth clients' concerns and expectations in 2024.
• Reshaping wealth and succession planning: The increasing need for theme-driven portfolio construction and the role of personalization in client interactions.
• Facilitating effective wealth transfer to future generations, and the importance of integrating advanced technologies to enhance client experience.
• Exploring portable solutions for increasingly mobile wealthy families in a more globalized world.
• Maximizing partnerships in advisory services, and the place of product innovation, customer experience, and ESG mandates in driving growth & addressing new industry challenges.
• Maintaining Hong Kong's competitive edge as a wealth hub, and riding the burgeoning wave of family offices.