HKU Family Wealth Series

Is Wealth Management Localized: A China Comparison
財富管理是否存在地域性: 中國為案

2025-04-02 16:302025-04-02 18:00Asia/Hong_KongIs Wealth Management Localized: A China Comparison
財富管理是否存在地域性: 中國為案

Is Wealth Management Localized: A China Comparison
財富管理是否存在地域性: 中國為案例

Ms Siyan Chen 陳思言女士
Founder, Promise Family Office

Date 日期: 2025.04.02
Time
時間: 16:30 – 18:00
Venue
地點: May Hall, HKU 香港大學梅堂
Register 留座   (https://hkuems1.hku.hk/hkuems/ec_hdetail.aspx?guest=Y&ueid=99247)
IN MANDARIN 以普通話進行

    2025-04-02 16:302025-04-02 18:00Asia/Hong_KongIs Wealth Management Localized: A China Comparison
    財富管理是否存在地域性: 中國為案

    Is Wealth Management Localized: A China Comparison
    財富管理是否存在地域性: 中國為案例

    Ms Siyan Chen 陳思言女士
    Founder, Promise Family Office

    Date 日期: 2025.04.02
    Time
    時間: 16:30 – 18:00
    Venue
    地點: May Hall, HKU 香港大學梅堂
    Register 留座   (https://hkuems1.hku.hk/hkuems/ec_hdetail.aspx?guest=Y&ueid=99247)
    IN MANDARIN 以普通話進行

      Overview

      Title 講座:

      Is Wealth Management Localized: A China Comparison
      財富管理是否存在地域性: 中國為案例

      Speaker 講者:

      Ms Siyan Chen 陳思言女士
      Founder, Promise Family Office

      Date/Time
      日期/時間 :

      April 2, 2025 (Wed) 16:30 – 18:00 HKT

      Venue 地點:

      May Hall, HKU 香港大學梅堂

      Language 語言:

      IN MANDARIN 以普通話進行

      Enquiry 詢問:

      Title 講座:

      Is Wealth Management Localized: A China Comparison
      財富管理是否存在地域性: 中國為案例

      Speaker 講者:

      Ms Siyan Chen 陳思言女士
      Founder, Promise Family Office

      Date/Time
      日期/時間:

      April 2, 2025 (Wed) 16:30 – 18:00 HKT

      Venue 地點:

      May Hall, HKU 香港大學梅堂

      Language 語言:

      IN MANDARIN 以普通話進行

      Enquiry 詢問:

      Abstract

      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?

       

      ABOUT THE SPEAKER

      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.

      POSTER