Endowus Head of HK on Wealth Management Opportunities

The video discusses the evolving demand for wealth management in Asia, highlighting the mass affluent segment and the use of technology to provide economical services. It contrasts client profiles and investment preferences, emphasizing the shift from real estate to diversified portfolios. The importance of market diversification between Hong Kong and Singapore is noted, along with the role of technology and data in wealth management. Economic sentiments in both cities are explored, with a focus on inflation and post-COVID recovery. Finally, investment strategies, including the 60/40 portfolio and alternatives, are discussed.

What differences were observed in the financial health perceptions between Hong Kong and Singapore investors?

How are clients in Hong Kong adapting their asset allocation strategies post-COVID?

What role do alternative investments play in the current portfolio strategies of clients?