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JOINT MONTHLY LUNCHEON: The Rise Of The Family Office – A New Global Force?
November 4, 2019 @ 12:00 pm - 2:00 pm
Swiss Association & Swiss Chamber of Commerce
Joint Monthly Luncheon
The Rise of the Family Office: A New Global Force?
A recent cover in “The Economist” depicted family offices as a new force in global finance, whose leaders cut out middlemen by running their own investment firms. Is this a new trend which the financial world should brace itself for, or just hype? The concept is barely new. Family offices already existed at the end of the 19th Century, but their growth has been exploding in the 21st.
Join us to hear the perspective of Nicolas Fu, whose grandfather Y.C. Fu established KHI Holdings in 1947, one of Hong Kong’s first family offices. As the CIO, Nicolas oversees all investment activities of the Group and will share with us his insights into how a Hong Kong family office navigates the global investment landscape and his perspective on changing trends in family office wealth management.
Guest Speaker: Mr. Nicolas Fu
Chief Investment Officer of KHI Holdings Group
Nicolas Fu is the Chief Investment Officer of KHI Holdings Group. KHI was established in 1947 with its core activity being global real estate development and management, complemented by a portfolio of financial investments. Nicolas’s role comprises investment oversight of the entire portfolio, with additional responsibility for selecting private equity and hedge fund investments, alongside liquid security selection.
Nicolas graduated from the London School of Economics with a BSc in Economics. He has over 16 years’ experience in both the asset and private wealth management fields, across a wide range of asset classes. Between 2008 and 2014, he was an Associate Director for Alternative Investments, HSBC Private Bank then Senior Portfolio Manager, HSBC Alternative Investments Limited (London). Prior to joining HSBC, he served at JP Morgan Private Bank (London) as an Associate. He holds the Chartered Alternative Investment Analyst (CAIA) professional designation. Nicolas is also a trustee and grants committee member of the Fu Tak Iam Foundation.
Date: 4 November 2019 (Monday)
Time: 12:00nn – 2:00pm
Venue: Harcourt Suite, The Hong Kong Club, 1 Jackson Road, Central
Dress Code: Business Attire & Formal shoe wear must be worn
*Shoes with rubber white soles, Sports Shoes and Jeans are not acceptable.
Please visit here for the dress code of Hong Kong Club, all members and guests should dress accordingly when in the Club.
HK$430 per person for SwissCham & SAHK Member
HK$530 per person for Non-member, late registrations & walk-in guest
* Late registrations / walk-ins will be accommodated on a best effort basis.
Registration: RSVP below OR Click HERE to fill in the form and return to firstname.lastname@example.org by 30 OCT 2019 (Wednesday). ***No Cancellations and refunds after the deadline. No shows will be charged.***