About EQT

EQT is a purpose-driven global investment organization solely focused on active ownership strategies. Originated in the Nordics, with a cemented position in Europe, deep roots in Asia and a growing footprint in North America, EQT invests in good companies across the world with a mission to help them develop into great and sustainable companies. By providing access to ownership skills and operational expertise, EQT can help portfolio companies grow and prosper, both under EQT’s ownership and with future owners. As such, EQT has a 30-year track record of delivering consistent and attractive returns to its investors across multiple geographies, sectors and strategies.

EQT has EUR 242 billion in total AUM (EUR 130 billion in fee-generating AUM) within two business segments – Private Capital and Real Assets, and has more than 1,800 employees based in offices across 20 countries.

More info: www.eqtgroup.com
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About PGIM Investments

At PGIM Investments, we think globally and execute locally. We provide access to active investment strategies in the pursuit of consistent outperformance and local market expertise to meet our clients’ needs. In the private wealth segment, we cover global financial institutions, regional banks, advisors as well as family offices.

We’re part of PGIM, the global investment management business of Prudential Financial, Inc. (PFI) — a leading global asset manager with $1.34 trillion in assets under management (AUM), including $324 billion of alternatives assets. PGIM’s affiliates, PGIM Fixed Income, Jennison Associates, PGIM Quantitative Solutions and PGIM Private Alternatives, offer specialised expertise with a focused investment approach. Our scale and investment experience allow us to deliver a diversified suite of actively managed solutions across a broad spectrum of public and private asset classes and investment styles, including fixed income, private real estate, private credit, and private equity secondaries.

To know more, please visit https://www.pgim.com/ucits/home-HK

PGIM internal data as of 31 March 2024. Assets under management (AUM) assets under administration (AUA) are based on company estimates and are subject to change. Totals may not sum due to double counting. Alternatives assets AUM/AUA includes hedge fund, mezzanine and other private credit, private equity secondaries, real estate and infrastructure strategies across all PGIM businesses. PGIM Private Alternatives manages $319 billion gross in private alternatives strategies across private credit, real estate, agriculture, sustainable investing, infrastructure and private equity. These strategies are managed by PGIM Real Estate (est. 1970), PGIM Private Capital (est. 1925) and Montana Capital Partners (est. 2011); underlying investment strategies and portfolio and originations teams remain distinct, with each affiliate maintaining its own governance. Note: AUM/AUA includes $6.5B from Deerpath Capital, in which PGIM acquired a majority stake in late 2023. PGIM Real Estate net AUM is $132B and AUA is $47B.

About EY

EY exists to build a better working world, helping to create long-term value for clients, people and society and build trust in the capital markets.

EY embraces innovation and adopts advanced technologies, helping clients identify market trends, capture opportunities, and accelerate business transformation through integrated high-quality services.

Working across assurance, consulting, strategy, tax and transactions, EY teams ask better questions to find new answers for the complex issues facing our world today.

About LSEG

LSEG (London Stock Exchange Group) is a leading global financial markets infrastructure and data provider, playing a vital social and economic role in the world’s financial system. With our open approach, trusted expertise and global scale, we enable the sustainable growth and stability of our customers and their communities. We are dedicated partners with extensive experience, deep knowledge and a worldwide presence in data and analytics; indices; capital formation; and trade execution, clearing and risk management across multiple asset classes. LSEG is headquartered in the United Kingdom, with significant operations in 70 countries across EMEA, North America, Latin America and Asia Pacific. We employ 23,000 people globally, more than half located in Asia Pacific. LSEG’s ticker symbol is LSEG.

About Mishcon de Reya in association with Karas So LLP

Mishcon de Reya in association with Karas So LLP is a leading independent law firm offering a wide range of legal services to companies and individuals. With offices in the UK, Singapore and Hong Kong (through its association with Karas So LLP), the firm services an international community of clients and provides advice in situations where the constraints of geography often do not apply.

We have a deep understanding of the dynamics and politics of families, family businesses and personal relationships. We understand our clients’ concerns go far beyond money and wealth preservation; issues such as family issues, reputation, their home, the things they love, or their legacy are equally important. Our business is to protect their interests and the things that matter most to them.

Our team includes specialists in traditional areas of tax and wealth planning, trusts, wills and probate. Additionally, we have experts who address other critical aspects for our clients such as home purchase, protection of art collection, classic cars or other luxury assets, international family relocations, reputation management and education-related matters.

For more information, please visit www.mishcon.com.

About Howden Broking Group

Howden is a leading global insurance group with employee ownership at its heart. Founded in 1994, it provides insurance broking, reinsurance broking and underwriting services and solutions to clients ranging from individuals to the largest multinational companies.

The group operates in 50 countries across Europe, Africa, Asia, the Middle East, Latin America, the USA, Australia and New Zealand, employing 15,000 people and handling $35bn of premium on behalf of clients.

For more information, please visit howdengroup.com/privatewealth.

About Apollo

Apollo is a high-growth, global alternative asset manager. In our asset management business, we seek to provide our clients excess return at every point along the risk-reward spectrum from investment grade to private equity with a focus on three investing strategies: yield, hybrid, and equity. For more than three decades, our investing expertise across our fully integrated platform has served the financial return needs of our clients and provided businesses with innovative capital solutions for growth. Through Athene, our retirement services business, we specialize in helping clients achieve financial security by providing a suite of retirement savings products and acting as a solutions provider to institutions. Our patient, creative, and knowledgeable approach to investing aligns our clients, businesses we invest in, our employees, and the communities we impact, to expand opportunity and achieve positive outcomes. As of June 30, 2024, Apollo had approximately $696 billion of assets under management. To learn more, please visit www.apollo.com.

About Goldman Sachs Asset Management

Bringing together traditional and alternative investments, we provide clients around the world with a dedicated partnership and focus on long-term performance. As the primary investing area within Goldman Sachs, we deliver investment and advisory services for the world’s leading institutions, financial advisors and individuals, drawing from our deeply connected global network and tailored expert insights, across every region and market—overseeing more than $2.6 trillion in assets under supervision worldwide as of March 31, 2024 [1]. Driven by a passion for our clients’ performance, we seek to build long-term relationships based on conviction, sustainable outcomes, and shared success over time. Follow Goldman Sachs Asset Management on LinkedIn.

[1] Goldman Sachs Asset Management leverages the resources of Goldman Sachs & Co. LLC subject to legal, internal and regulatory restrictions. Assets Under Supervision (AUS) includes assets under management and other client assets for which Goldman Sachs does not have full discretion, including assets managed by NN Investment Partners.

About HSBC Asset Management

HSBC Asset Management, the investment management business of the HSBC Group, invests on behalf of HSBC’s worldwide customer base of retail and private clients, intermediaries, corporates and institutions through both segregated accounts and pooled funds. HSBC Asset Management connects HSBC’s clients with investment opportunities around the world through an international network of offices in 23 countries and territories, delivering global capabilities with local market insight. As at 31 March 2024, HSBC Asset Management managed assets totalling US$712bn on behalf of its clients. HSBC Asset Management is the brand name for the asset management businesses of HSBC Holdings plc.

For more information, please visit HSBC Asset Management.

About Lioner International Group Ltd.

Lioner International Group Ltd. is the one and only integrated Insurance, Trust and Family Office consortium in the industry, founded by ethnic Chinese partners, that offers total solution services for Ultra-High-Net Worth and High Net Worth individuals, families and businesses with unique and diverse needs.

With more than a century’s combined industry knowledge, our best-in-class professionals strive to provide sophisticated and world class expertise in protecting legacy and preserving wealth for clients around the world.

About Brookfield Oaktree Wealth Solutions

Brookfield Oaktree Wealth Solutions delivers to private wealth investors, in partnership with their financial advisors, the unparalleled alternative investment expertise of Brookfield Asset Management and Oaktree Capital Management. Brookfield and Oaktree share a long-term, value-driven, contrarian investment style, focusing on sectors in which their distinct heritage and market knowledge give them a competitive advantage.

We offer real asset and credit strategies, across public and private markets and the liquidity spectrum, that are built on a history of investment excellence, integrity, and an alignment of values.

We aim to deliver the highest-quality investing solutions, insights, and specialized support to help advisors serve the unique investment goals and time horizons of each investor. Our approach is inspired from the long history and knowledge that Brookfield and Oaktree have gained from partnering with many of the world’s largest global institutional investors.

About Suntera Private Wealth

We responsibly provide private wealth and trust administration services from our Hong Kong, Bahamas, Cayman Islands, Guernsey, Isle of Man, Jersey and UK offices and our highly experienced team provides tailored bespoke services to support the needs of high and ultra-high net worth individuals, families and entrepreneurs all over the world.

Our long serving teams really care about our clients and are driven by the personal and direct relationships they have built and hold with every client we work with. We have a long history of supporting clients throughout all stages of their growth lifecycle to ensure they, and the most important people in their life, are looked after both now and in the future.

Our approach is personal and tailored and we aim to be more than just a service provider, we will be an extension to your business and a true partner.

About Suntera Global

Suntera Global is an independent global provider of bespoke private wealth, corporate and fund services.

We are 550 specialists who believe in balancing responsibility with ambition through the seamless delivery of a comprehensive range of administration and accounting services delivered from our global offices.

We believe the world needs responsible businesses. Everyone benefits from good corporate practices and complexity shouldn’t be a barrier. We exist to help our clients manage the responsibilities and complexities that come with wealth, be that personal or corporate. Over more than four decades, we have built an international team with specialisms in the responsible management, governance, compliance, and accounting of various legal entities.

For further information on our services, please visit www.suntera.com.

About Samsung Electronics Co., Ltd.

Samsung inspires the world and shapes the future with transformative ideas and technologies. The company is redefining the worlds of TVs, smartphones, wearable devices, tablets, digital appliances, network systems, and memory, system LSI, foundry and LED solutions. For the latest news, please visit the Samsung Newsroom at http://news.samsung.com.

About Hubbis

Hubbis focuses on the Asian wealth management industry and produce high-quality, localised content that is practical and independent. This includes news, articles, research, reports and conference-related content, and is available in multiple formats including video, web and print. The Hubbis e-learning platform consolidates this wealth of knowledge into an indispensable training and development resource for all professionals.

Our Value Proposition

We are committed to continually innovating to improve and meet the fast-changing market and client needs. We believe in working closely with our partners to better understand what constitutes great value to them and always produce tangible results.

About Longbridge Whale

Longbridge Whale ("Long Bridge Technology" or "Whale") is a leading FinTech company that delivers cutting-edge digital solutions to a wide range of financial institutions, including brokerage firms, external asset managers(EAMs), single family offices(SFOs), private banks, and ultra-high-net-worth individuals (UHNWIs). Leveraging its pioneering and proprietary technology, Whale is at the forefront of driving the digital transformation of online securities trading and wealth management. Long Bridge Technology HK Limited is a recognized BSS vendor on the Hong Kong Stock Exchange, serving over 100 clients in the region.

In wealth management, Whale's All-in-1 Wealth Management Digital Solution, integrated with multiple custodian banks, empowers external asset managers(EAMs), single family offices(SFOs), institutional investors, and ultra-high-net-worth individuals (UHNWIs) to automate and streamline their business processes, as well as manage multiple assets more efficiently and reliably. The solution integrates front and back-office processes, covering asset aggregation, trading management, risk management, client reporting, and CRM.

About Robeco

Robeco is a pure-play international asset manager founded in 1929 with headquarters in Rotterdam, the Netherlands, and 16 offices worldwide. A global leader in sustainable investing since 1995, its integration of sustainable as well as fundamental and quantitative research enables the company to offer institutional and private investors an extensive selection of active investment strategies, for a broad range of asset classes.

Our Key Strengths

Quant: Our multi-decade track record is built on proprietary, award-winning research, with one of the largest quantitative investment teams.

Credit: Investing in corporate bonds since the 1970s, we were among the first in Europe to launch a global high yield credit strategy. Our approach is contrarian, value-focused, and research-driven.

Thematic Investing: We offer a suite of strategies targeting three megatrends: Preserving Earth, Changing Socio-demographics, and Transforming Technologies.

Emerging Markets: Since our first investment in Peru in 1930, we now manage over EUR 30 billion in emerging market strategies.

Sustainable Investing: We believe in achieving both wealth and well-being.

On 30 June 2024, Robeco had EUR 196 billion in assets under management, of which EUR 193 billion is committed to ESG integration. Robeco is a subsidiary of ORIX Corporation Europe N.V. More information is available at www.robeco.com/hk.

About Ares Management Corporation

Ares Management Corporation (NYSE: ARES) is a leading global alternative investment manager offering clients complementary primary and secondary investment solutions across the credit, real estate, private equity and infrastructure asset classes. We seek to provide flexible capital to support businesses and create value for our stakeholders and within our communities. By collaborating across our investment groups, we aim to deliver consistent and attractive investment returns throughout market cycles. As of June 30, 2024, Ares Management Corporation is a global platform and had approximately $447 billion of assets under management with approximately 2,950+ employees operating across North America, Europe, Asia Pacific and the Middle East. For more information, please visit https://www.areswms.com/about-ares-wealth-management-solutions.

About Blackstone

Blackstone is the world’s largest alternative asset manager. We seek to deliver compelling returns for institutional and individual investors by strengthening the companies in which we invest. Our more than US$1 trillion in assets under management include global investment strategies focused on real estate, private equity, infrastructure, life sciences, growth equity, credit, real assets, secondaries and hedge funds. Further information is available at www.blackstone.com. Follow @blackstone on LinkedIn, X (Twitter), and Instagram.

About PolyU Business School

PolyU Business School (PBS) is a world-class business school that offers top-quality academic programmes and spearheads cutting-edge research in business and related disciplines. Dedicated to the pursuit of Innovation-driven Education and Scholarship (IDEAS), PBS collaborates with stakeholders to create a positive societal impact sustainably, with a focus on Hong Kong and the Greater Bay Area. PBS has achieved accreditations from AACSB and EQUIS, and offers a comprehensive portfolio of undergraduate and postgraduate programmes in the fields of accounting, aviation, business artificial intelligence, ESG, finance, logistics, management, maritime, marketing, shipping, and transport. PBS has been ranked 41st globally in The UTD Top 100 Worldwide Business School Rankings based on Research Contributions 2019-2023.

For more information, please visit PolyU Business School.

LinkedIn: PolyU Business School | LinkedIn

About FamilyOfficeHK

FamilyOfficeHK is a dedicated division within Invest Hong Kong, the HKSAR Government, committed to fostering the establishment and growth of family offices in Hong Kong. It provides a breadth of insights and resources to help family offices navigate the unique opportunities that Hong Kong offers for expanding or establishing their presence in the city.

The Network of Family Office Service Providers, one of the eight initiatives in the Government's Policy Statement on Developing Family Office Businesses in Hong Kong, launched in June 2023. It creates a supportive ecosystem for global family offices seeking to establish or expand in Hong Kong. The Network serves as a platform for family offices to connect with the relevant professional services providers, including private banks, accounting and legal firms, trustees, wealth management professionals, and other service providers. It also establishes a two-way communication channel between the Government and the industry, providing updates on the latest government initiatives and advising the Government on strategies to further support the sector’s growth.

Hong Kong, Asia’s world city, is the global hub for family offices. FamilyOfficeHK looks forward to collaborating with you to continue to promote Hong Kong as a leading hub for family offices.