Partners Group’s Post

Leo Wealth’s CIO and Team Members on Future Proofing the Independent Wealth Management Model Does your independent wealth firm merely pay lip service to the concepts of a longer-term investment and structuring vision for its clients, to building strong relationships with the next generations, and also to robust wealth and legacy planning? Or are you connected to a firm that believes it has a genuine fiduciary responsibility to align itself as a partner for the future, both with its clients and also its key team members? If the latter, then you might be a client of or working with independent wealth manager Leo Wealth, whose founders and leaders have a stated and deep commitment to their fiduciary responsibility to clients and also to hiring and then nurturing key individuals whom they believe will help future-proof the business. Hubbis met recently with Harmen Overdijk, CIO of Leo Wealth and original co-founder of the Capital Company, which was the Asia half of a 2021 merger with a US family office out of which the firm emerged in its current shape. We also met with several younger team members at the firm in Hong Kong - Vivian Tianyue Hu, CFP®, CDFA®, Holly Lai, and Chelsea Xu - to learn more about how Leo Wealth is hiring and nurturing its talent for the future. Read on: https://lnkd.in/g8Nzng5C #wealthmanagement #independentadvisory #hongkong #asia #bankingindustry #wealthplanning #wealthsolutions #innovation #future

#FamilyOfficeHK pleased to be invited to participate in a Bloomberg symposium called, “China Bonds in Growing Asset Management and Family Office sector,” on February 29 in Hong Kong. The symposium was designed for family offices, wealth management and asset management professionals. The event’s purpose was to explore the opportunities and challenges that investment into the Chinese bond market brings to Hong Kong investors, as well as the advantages of the cross-border programme in the current investment environment. Brendon W., Deputy Head of FamilyOfficeHK, spoke on a panel that focused on the advantages of setting up a family office in Hong Kong and the overall Chinese bond market. He believes that Hong Kong, as an international financial center and a gateway to mainland China, provides unique opportunities for the family office and asset management industry. Brendon mentioned that the Hong Kong government has launched a series of new policies to attract global family offices and asset owners. Among them, the new Capital Investor Entry Programme (CIES) is one of the key eight policy measures to develop Hong Kong’s family office industry that was outlined in the Policy Statement on Developing Family Office Businesses in Hong Kong, which was released last year. The newly revamped CIES aims to attract talent and wealthy families from across the globe. Bloomberg’s symposium provided participants with a platform for interaction and learning for family office professionals and bond investors. FamilyOfficeHK looks forward to working with Bloomberg and Bond Connect Company Limited (BCCL) more in the future to promote Hong Kong as a leading hub for family offices and asset owners. #FamilyOfficeHK #Bloomberg #ChinaBonds #AssetManagement

When people see challenge, we see opportunity, depending on your POV (point of view). The recent dip in IPO market for Hong Kong can be seen as an opportunity for investors, entrepreneurs and visionaries to step forward and make a lasting impact. ✅ Valuation are at more affordable price, offering an attractive entry point for investors, which may be out of reach for certain investors during periods of high valuations. ✅ History has illustrated market cycles go through fluctuations. By seizing the opportunity during a market downturn, investors have the potential to benefit from long-term value creation. Foresight and patience, will reap significant rewards in the future. ✅ Difficult times will often nurture entrepreneurs to bring their innovative ideas to the forefront, fostering a healthy environment for forward-thinking companies to thrive. ✅ Healthy market competition where businesses strive to differentiate themselves and attract investors. ✅ Alignment and collaboration of resources, knowledge and experiences, stakeholders can create synergistic partnerships. #seizeopportunity #workwithgreatentrepreneurs #outperformthroughinnovation #worktogether #deliverforinvestors https://lnkd.in/gqvh2Wnc

Had the privilege of meeting Kelvin Lee and Adrian Koh from Alta Exchange recently and WOW, what an experience! 🌟 Kelvin, an ex-JP Morgan banker who's traded in the corporate ladder for a mission that hits closer to home, is all about making those elusive investments accessible to folks like us. Yes, talking about those gems 💎 - rare whiskey, fine wine, and even stakes in private companies like SpaceX and Income Insurance Limited that usually only the big guns in private banking get a shot at. 🌈It's no secret that most of us, the mass affluent and retail investors, often find these opportunities out of reach, or by the time they get to us, the prices are sky-high with the premium already factored in. Kelvin and his team at Alta Exchange are changing the game, bridging this gap so we can invest in brands and companies we've grown up admiring. 🚀Our chat was nothing short of inspiring. Kelvin walked me through his journey from his days in investment banking to taking the road less traveled by starting Alta Exchange. With a vibrant team of 80, mainly young, dynamic individuals, the energy in their office was palpable from the moment I walked in. I also bumped into a good old friend, Tan Shin Jie I had met back in Taiwan, which was a delightful surprise! Kelvin's outlook on challenges as opportunities and his strong belief in his team's mission left a lasting impression on me. 👫What struck me most was the absence of that typical 'investment banker' vibe. Our conversation was as relaxed and genuine as a catch-up with an old friend, a testament to Kelvin's approachability and his knack for making complex investment concepts accessible to all. ☕️ A huge thank you to Kelvin, Adrian and the Alta Exchange team for their hospitality and for shedding light on the world of alternative investments. For anyone keen to explore more about what they do, be sure to follow their socials and check out their website at https://alta.exchange #AlternativeInvestments #AltaExchange #EmpoweringInvestors #FinancialInclusion Junxian Lee Jia Xuan Chua GoodWhale - Investing Simplified

An important update!

Would you like to learn about the developing trends on estate planning in Asia? Join me at this upcoming conference!

The UK’s private equity market, one of the most attractive in Europe, is undergoing a clear evolution. As successful mid-market firms move up in fund size, leaving behind smaller (and attractive) deal flow, continued success in the lower mid-market is all about spotting and nurturing talent. Finding smaller and emerging managers in the lower mid-market is key to keeping the private equity ecosystem in balance. What is your sweet spot regarding fund size in the UK PE market? #lowermidmarket #privateequity #privatemarkets #midmarket #ukprivateequity #emergingmanagers #talent

As market dynamics evolve, family offices, particularly in Southeast Asia, are increasing their allocation to private assets, driven by ultra-high-net-worth individuals (UHNWI) seeking diversification. Singapore, as a hub for Southeast Asia, is attracting attention due to its dynamic economy and role as a holding vehicle for international portfolios. Derrick Tan of WRISE Group sees Southeast Asia becoming a prime destination for family offices, with Singapore and Hong Kong's financial ecosystems supporting this growth.   He also sees increasing interest in private credit and alternative asset classes, which offers diversification and potentially higher returns amidst market volatility. WRISE's expansion into Dubai, Japan, and Taiwan reflects the broader trend of wealth globalisation, driven by evolving market forces and regulatory changes in the wealth management industry in Asia.   Click here to read more: https://lnkd.in/grr_KVbt #wrise #wealthmanagement #familyoffice #wealth #assets #investments #business #fintech #wealthtech #wealthbuilding #investing #financeleader #familyofficetalks #investmentinsights #WRISELeadership #insights  

🇭🇰 ➡️ 🇦🇺 Planning to move from Hong Kong to Australia? The best time to start preparing is NOW! At Ally Wealth Management, we're here to guide you through a smooth transition. Here are some key tips from our team to help get you started. #Ally #AllyWealth #AustralianExpats #AustraliansInHongKong #AussiesInHongKong #AustralianExpatFinancialPlanner Joel Kerin Saad Ullah Ghumman

Part 3 of our Private Capital Journey: What happens when private wealth grows? In part three of our guide, Shawn Wang TEP, Head of Trust Services – Singapore, explores how the growth of private wealth has increased resources for family offices and, in turn, the demands on administrators and advisors. He examines the professionalisation of family offices and why deploying private capital is a strategic move for these evolving wealth managers. Download the complete guide here: https://lnkd.in/em6Vnz98 #PrivateCapital