Think beyond numbers. Link across generations.

We were pleased to have our CIO, Patrick Ho, join the panel at CFA Society Hong Kong’s Career Fair Series: Family Office, Trust and Wealth Management.

Patrick shared his perspectives on family office investing:

-Think across asset classes — family wealth requires a holistic approach beyond any single investment.

-Think in generations — focus on long-term objectives rather than short-term performance.

-Stay curious — family office investing requires continuous learning across markets, asset classes and perspectives.

-Communicate with clarity — translating complex investment ideas and managing expectations are essential when working with families.

Thank you to CFA Society Hong Kong for bringing together industry professionals for an insightful discussion on Hong Kong’s evolving family office landscape.