- What everybody needs to know today about Wealth Management
- Wealth Succession Planning best practices
- Investment actions to take in second half of 2015
the use of Trusts and Insurance
- as solutions to wealth management needs
and what Investment actions to take in the second half of 2015
Monday, 22nd June 2015
6:30 PM - 8:30 PM
RBC Investment Management (Asia) Limited, 17th Floor, Cheung Kong Centre, 2 Queen’s Road Central, Hong Kong
HK$190 per person
CPD Credits:2 (granted by CPA Canada)
About the Event:
What everybody needs to know today about Wealth Management
Speaker: Mr. Ignatius K.K. (Iggy) Chong, Managing Director
Wealth Succession Planning best practices
Speaker: Mr. Simon Ng, Managing Director, Head of Trust & Wealth Planning, Asia
Investment actions to take in second half of 2015
Speaker: Mr. Jay Roberts, Head of Equity Advisory, Hong Kong
About the Speaker:
Mr. Ignatius K.K. (Iggy) Chong
Managing Director,RBC Wealth Management in Hong Kong
Ignatius K.K. (Iggy) Chong is a Managing Director at RBC Wealth Management in Hong Kong. Reporting to the Head of North Asia, Michael Yong-Haron, Iggy joined the Royal Bank of Canada in August 2014, where he leads a team of Relationship Managers that are focused on the Hong Kong market. Prior to RBC Wealth Management, Iggy held a number of senior roles at Coutts, which he joined in 1994, including Hong Kong Market Head and Chair of Coutts Institute Asia, focused on Family Business, Philanthropy and succession planning. Before working at Coutts, Iggy’s career in financial services began with RBC in Canada, then he was transferred to Hong Kong, where he supported the launch of RBC Private Banking Asia in 1990. Born in Singapore, but living in Canada since 1977, Iggy graduated in 1982 from the University of British Columbia (UBC) with a Bachelor of Commerce degree in Finance. He obtained his CFA designation in 1996, and is a fellow member of the Institute of Canadian Bankers (FICB).
Mr. Simon Ng
Managing Director, Head of Trust & Wealth Planning, Asia
Simon Ng is the Managing Director and Head of Trust & Wealth Planning for RBC Wealth Management, Asia and he is responsible for the trust and wealth planning businesses in Asia. Simon has been with RBC Wealth Management Hong Kong for more than 18 years. Prior to joining RBC, he was with HSBC Trustee International Limited in Hong Kong and Deloitte & Touche in Hong Kong and Vancouver, Canada.Simon holds a Bachelor of Arts degree from the University of Hong Kong and a Bachelor of Business Administration degree with a major in Accountancy from Simon Fraser University, British Columbia, Canada. He is a Chartered Accountant, qualified in Canada, and is a member of STEP. Mr. Simon Ng was named “Leading Trustees – Asia Pacific” in the City Wealth Leaders List 2012 and “Leading Private Bankers & Investment Managers – Asia Pacific” in City Wealth Leaders List 2013 & 2014. Royal Bank of Canada Trust Company (Asia) Limited was named Best Institutional Trust or Fiduciary Company – Wealth Briefing Asia Awards 2014 and also named Trust Company of the Year Hong Kong by IFC Awards 2015. RBC Trust Company (Singapore) Pte Limited was named Best Institutional Trust or Fiduciary Company – Wealth Briefing Asia Awards 2014.
Mr. Jay Roberts
Head of Equity Advisory, Hong Kong
Jay Roberts, Head of Equity Advisory in Hong Kong, is a member of the Global Portfolio Advisory Committee and is part of a global team responsible for setting the investment strategy for RBC Wealth Management. He joined RBC in 2005 and has been based in Hong Kong since 2007. Specializing in equities, Jay has an IMBA from the Schulich School of Business and a degree in Chinese & Law from the University of London, England, and is a CFA charter holder.
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