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**Sold Out** CanCham, CPA Canada and CCA present: Management Trends, the use of Trusts and Insurance
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- What everybody needs to know today about Wealth Management - Wealth Succession Planning best practices - Investment actions to take in second half of 2015

22/06/2015
When: 22/06/2015
6:30 PM - 8:30 PM
Where: RBC Investment Management (Asia) Limited
17th Floor, Cheung Kong Centre, 2 Queen’s Road
Central
Hong Kong
Contact: Bonnie Mak

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Management Trends,
the use of Trusts and Insurance

- as solutions to wealth management needs
and what Investment actions to take in the second half of 2015

 

 

Date:

Monday, 22nd June 2015

Time:

6:30 PM - 8:30 PM

Venue:



RBC Investment Management (Asia) Limited, 17th Floor, Cheung Kong Centre, 2 Queen’s Road Central, Hong Kong

Price:

HK$190 per person


CPD Credits:2 (granted by CPA Canada)

 

 

 


Jointly Present:

 

 

 


About the Event:


What everybody needs to know today about Wealth Management

Speaker: Mr. Ignatius K.K. (Iggy) Chong, Managing Director

  • Iggy will talk about trends from the RBC sponsored World Wealth report and discuss trends in the Hong Kong wealth management industry and the implications for wealthy investors and their advisors. He will also discuss some common pitfalls investors face and how to avoid them.

 

Wealth Succession Planning best practices

Speaker: Mr. Simon Ng, Managing Director, Head of Trust & Wealth Planning, Asia

  • Simon will discuss the implications of the above trends on trust and estate planning needs and solutions. Using case studies, Simon will also discuss proper planning principles and how to manage the risks associated with this exercise.

 

Investment actions to take in second half of 2015

Speaker: Mr. Jay Roberts, Head of Equity Advisory, Hong Kong

  • As we face continued global uncertainty, Jay will give the RBC view on what to expect for interest rates and equity markets for the latter half of 2015.

 

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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