Riding the AI Wave: Strategies for Wealth Management — AI Investment x ETF Allocation Sharing Session
Опис
Utilise AI to create your personalised asset allocation: Unpacking how ordinary people can utilise AI to realise the wealth management mindset of high-net-worth clients.Have you heard friends talk about "AI concept stocks" and "AI ETFs", but are unsure about how to choose or worried that you'll buy high or wrong as soon as you dive in?As the AI wave grows larger, do you want to be part of this trend but fear the volatility of individual stocks? Beyond just asking which stocks to buy, a more important question to consider is: how should we re-shape our wealth allocation in the age of AI?In the past, banks provided wealth management for high-net-worth clients with professional teams analysing risks, establishing asset allocations, and creating investment portfolios, adjusting them according to life goals. But today, AI is slowly changing this—could average investors possibly leverage AI to create a wealth management experience similar to what high-net-worth clients once enjoyed?This time, we are collaborating with South China Morning Post (CSOP) to hold a physical community sharing session to explore: AI × ETF × Wealth Management, and how ordinary people can build their own investment systems.The sharing session will consist of two key parts: 👇🏻CSOP Distribution Sales Co-Director Li Yilin and Vice President of Sales and Marketing Zhang Jianlang will professionally unpack the underlying logic of AI-related ETFs on-site—from index tracking and stock selection to costs and liquidity, allowing everyone to truly understand the differences behind "choosing ETFs" and "selecting individual stocks."Hang, who previously provided wealth management services for high-net-worth clients at a bank and holds a CFA professional qualification, has also managed nearly HKD 100 million in assets. This time, he will share from a wealth management perspective on how average investors can use AI to gradually turn the asset allocation mindset once exclusive to high-net-worth clients into a manageable method for themselves—covering understanding of financial situations, setting life goals, risk analysis, asset allocation, and establishing and continually reviewing investment portfolios.Investing should not just be about asking, "Which stocks will rise?" but rather about how to systematically take your current assets step by step toward the life goals you truly want to achieve.🔥 Key Content • How should AI-themed ETFs be selected? Unpacking the differences between "real AI" and "AI concept" • What do high-net-worth clients truly value in wealth management? • How can average investors use AI to assist with risk analysis and asset allocation? • How to backtrack from "life goals" to determine needed investment returns and allocation methods • Establish a personalised wealth management system that can be continually reviewed and adjusted • On-site Q&A, answering everyone’s questions about AI, ETFs, and wealth allocation in real time.🎁 On-site Benefits • Each participant will enjoy a free beer 🍻 (or other non-alcoholic beverages) 🥤 • After the event, all participants will receive a redemption voucher for a free sonic vibration toothbrush (suggested retail price $599, colour randomly assigned)!!The purpose of investing has never been to just achieve the most rise from stocks. What truly matters is—how to use the assets you have today to help you step by step toward the life you want.
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