A holistic approach to wealth management enables us to reach our financial goals regardless of life stage, expected return and risk tolerance.
Topics include the wealth management doctrine and basic tools used for asset preservation and accumulation: the Investment Policy Statement, assessment of needed return, risk appetite and pre and post retirement time horizon as well as investment schemes and trust structures commonly used to achieve tax efficiency and sustainability.
Instructor
A chartered financial analyst, Joy Zhang started out as an investment banking analyst at Freeman & Co in NY. She went on to manage credit risk for fixed income and derivative transactions at the Royal Bank of Scotland, covered Japanese machinery stocks as an equity research analyst at Credit Lyonnais Securities Asia, advised on investment products at UBS, and is now working at Pricewaterhouse Coopers to grow wealth management practice.
Fri
Feb 26 | Mar 4, 11, 18
11am–12pm
Class fee: ¥20,000
Cancel by Feb 8
