About KKR

KKR is a leading global investment firm that offers alternative asset management as well as capital markets and insurance solutions. KKR aims to generate attractive investment returns by following a patient and disciplined investment approach, employing world-class people, and supporting growth in its portfolio companies and communities. KKR sponsors investment funds that invest in private equity, credit and real assets and has strategic partners that manage hedge funds.

We aim to provide high-quality alternative investment solutions that are built to navigate all market environments. These are the same types of opportunities that institutions have had access to for decades, customized to meet the needs of eligible individual investors.

• Access to Alternatives

Eligible individual investors can access a comprehensive platform of private market strategies managed by our experienced investment teams. Our wealth strategies invest in the same deals as our institutional products.

• Built for Wealth
  We designed our strategies to reduce the complexity of investing in private markets. Our educational materials and thought leadership aim to help financial professionals and their clients better understand alternatives and the macro environment.

• Shared Success
  We seek to earn the trust of our clients through shared goals and shared success. Our culture of collaboration and time-tested investment process help us better source opportunities, evaluate investments, manage risk and serve client needs.

About PGIM

At PGIM, we are committed to our clients’ success. We provide access to active investment strategies across the global markets in the pursuit of consistent outperformance.

PGIM is the global investment management business of Prudential Financial, Inc. (PFI) — a global leader with more than $1.4 trillion in assets under management (AUM)1 and a company that individuals and businesses have trusted for over 150 years.

Our global scale and specialized expertise in both public and private markets allow us to offer a diversified suite of investment solutions across a broad spectrum of asset classes and investment styles.

1 AUM based on PGIM data as of 3/31/25. PFI of the United States is not affiliated in any manner with Prudential plc incorporated in the United Kingdom or with Prudential Assurance Company, a subsidiary of M&G plc, incorporated in the United Kingdom.

About EQT

EQT is a purpose-driven global investment organization focused on active ownership strategies. With a Nordic heritage and a global mindset, EQT has a track record of three decades of developing companies across multiple geographies, sectors and strategies. EQT has EUR 273 billion in total assets under management (EUR 142 billion in fee-generating assets under management) as of 31 March 2025, within two business segments - Private Capital and Real Assets.With its roots in the Wallenberg family's entrepreneurial mindset and philosophy of long-term ownership, EQT is guided by a set of strong values and a distinct corporate culture. EQT manages and advises funds and vehicles that invest across the world with the mission to future-proof companies, generate attractive returns and make a positive impact with everything EQT does. EQT has offices in more than 25 countries across Europe, Asia and the Americas and has more than 1,900 employees.

More info: www.eqtgroup.com
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About Blue Owl

Blue Owl (NYSE: OWL) is a leading asset manager that is redefining alternatives®.

With over $273 billion in assets under management as of March 31, 2025, we invest across three multi-strategy platforms: Credit, GP Strategic Capital, and Real Assets. Anchored by a strong permanent capital base, we provide businesses with private capital solutions to drive long-term growth and offer institutional investors, individual investors, and insurance companies differentiated alternative investment opportunities that aim to deliver strong performance, risk-adjusted returns, and capital preservation.

Together with over 1,200 experienced professionals globally, Blue Owl brings the vision and discipline to create the exceptional.

About 1291 Group

1291 Group is a global financial services company that specialises in creating bespoke wealth protection solutions for wealthy families around the world. The name "1291" honours the historical founding year of Switzerland, symbolising the values of independence, protection, and adherence to the rule of law.

We are dedicated to safeguarding the assets and interests of our clients. We focus on their needs, especially the key themes of privacy, asset protection, tax, estate planning, and family governance. Our approach centres on crafting long-term, multi-jurisdictional, compliant solutions that are flexible and can adapt to the future. These structures often integrate insurance solutions, whether stand-alone or in combination with trusts, foundations, companies, and other structures.

Our team comprises highly skilled professionals with extensive expertise in wealth protection, international tax, legal, and compliance matters. By leveraging this expertise, we design compliant protection plans and work together with our clients’ trusted advisors. We work closely with some of world’s leading banks, asset managers, accountancy, tax, and law firms.

1291 Group was founded in 2000, has offices in more than 10 locations, and is licensed in over 35 countries. We work with more than 50 insurance companies in 16 jurisdictions and offer tax-compliant solutions in over 60 countries. We pride ourselves on combining a structured corporate approach with an entrepreneurial spirit, delivering solutions with practical and direct advice.

Our business is driven by a commitment to create peace of mind for our clients and partners, guided by the important principles of independence, confidentiality, and integrity in all that we do.

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 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 March 31, 2025, Apollo had approximately $785 billion of assets under management. To learn more, please visit www.apollo.com.

About Howden

Howden is a leading global insurance intermediary group with employee ownership at its heart. Founded in 1994, it provides insurance, reinsurance and underwriting services and solutions to clients ranging from private individuals to the largest multinational companies. The group operates in 55 countries in Europe, Africa, Asia, the Middle East, Latin America, the USA, Australia and New Zealand, employs 22,000 people and manages premiums totalling USD 45 billion on behalf of its clients.

Further information can be found at www.howdengroup.com and http://privatewealth.howdengroup.com.

About Blackstone

Blackstone is the world’s largest alternative asset manager. Blackstone seeks to deliver compelling returns for institutional and individual investors by strengthening the companies in which the firm invests. Blackstone’s nearly $1.2 trillion in assets under management include global investment strategies focused on real estate, private equity, credit, infrastructure, life sciences, growth equity, secondaries and hedge funds. Further information is available at www.blackstone.com. Follow @blackstone on LinkedIn, X (Twitter), and Instagram.

As of 31 March 2025.

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 Federated Hermes

Federated Hermes is guided by the conviction that responsible investing is the best way to create long-term wealth. We provide specialised capabilities across equity, fixed income and private markets, in addition to multi-asset strategies and proven liquidity-management. Through our world-leading stewardship services, we engage companies on strategic and sustainability concerns to promote investors’ long-term performance and fiduciary interests. Our goals are to help people invest and retire better, to help clients achieve better risk-adjusted returns and, where possible, to contribute to positive outcomes that benefit the wider world.

US$839.8bn in assets under management | US$2,085.4bn in assets under stewardship | 2,074 employees in 18 offices in North America, Europe, and Asia Pacific.

We offer specialised investment capabilities in public and private markets, and pioneering stewardship services:

• Active equities: global and regional
• Fixed income: across regions, sectors, and the yield curve
• Liquidity: solutions driven by five decades of experience
• Private markets: private equity, private credit, real estate, and infrastructure
• Stewardship: corporate engagement, proxy voting, and policy advocacy

Source: Federated Hermes as at 31 March 2025.

About Goldman Sachs Asset Management

Goldman Sachs Asset Management is the primary investing area within Goldman Sachs (NYSE: GS), delivering investment and advisory services across public and private markets for the world’s leading institutions, financial advisors and individuals. The business is driven by a focus on partnership and shared success with its clients, seeking to deliver long-term investment performance drawing on its global network and deep expertise across industries and markets. Goldman Sachs Asset Management is a leading investor across fixed income, liquidity, equity, alternatives, and multi-asset solutions. Goldman Sachs oversees $3.3 trillion in assets under supervision as of June 30, 2025 [1]. Follow us on LinkedIn.

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 March 2025, Robeco had EUR 220 billion in assets under management, of which EUR 218 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 Wealtra by Hubbis

Wealtra is the leading digital learning platform purpose-built for the Asian wealth management industry. Trusted by over 150 private banks and wealth management firms, Wealtra delivers accredited, practical, and highly relevant online training that empowers professionals to meet their CPD/CPT and compliance obligations — with clarity, confidence, and cost-efficiency.

Our platform offers 24/7 access to over 200 hours of high-quality, interactive courses covering everything from AML, KYC, and Data Protection to Wealth Structuring, Ethics, and Skills Development. Wealtra is an IBF-accredited provider, and our content is constantly updated in collaboration with subject matter experts and practicing professionals — ensuring it's as robust as it is relevant.

What sets Wealtra apart? It’s not just online learning — it’s learning that’s built to matter. Our training is practical, case-based, assessed, and audit-ready. Whether you're a practitioner aiming to deepen your expertise or an organisation looking to demonstrate investment in your front-line teams, Wealtra makes it simple, measurable, and meaningful.

From turnkey solutions to bespoke, white-labelled training modules and even full LMS builds, we help firms elevate their learning and compliance strategies while saving up to 80% on traditional training costs.

At Wealtra, we believe better training builds better outcomes — for professionals, firms, and the clients they serve.

Want to know more? Contact: Michelle Stanhope on michelle.stanhope@hubbis.com

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 20 countries and territories, delivering global capabilities with local market insight. As of March 2025, HSBC Asset Management managed assets totalling USD 748bn 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 Franklin Templeton

Franklin Resources, Inc. [NYSE:BEN] is a global investment management organization with subsidiaries operating as Franklin Templeton and serving clients in over 150 countries. Franklin Templeton’s mission is to help clients achieve better outcomes through investment management expertise, wealth management and technology solutions. Through its specialist investment managers, the company offers specialization on a global scale, bringing extensive capabilities in fixed income, equity, alternatives and multi-asset solutions. With more than 1,500 investment professionals, and offices in major financial markets around the world, the California-based company has over 75 years of investment experience and US$1.62 trillion in assets under management as of July 31, 2025. For more information, please visit www.franklinresources.com and follow us on LinkedIn, Twitter and Facebook.

About Charles Monat

Charles Monat is one of the world’s most trusted international life insurance brokers. We offer bespoke advisory and brokerage services to help preserve wealth and create liquidity for high-net-worth individuals. As a global premium consultant, Charles Monat is a pioneer in the development of customized insurance-based wealth solutions. We have over 9,500 private clients in Asia, Switzerland and across the world who are a testimony to this.

Our comprehensive suite of services includes legacy planning, wealth accumulation, retirement planning, and wealth transfer. We help clients plan for family security, societal contribution, business continuity, and retirement. Whether the goal is to secure family finances, fund home investments, support lifestyle goals, or ensure smooth business transitions, we deliver long-term strategies that protect and prepare your future priorities. Our solutions are also designed to support philanthropic aims and safeguard the financial security for future generations and your loved ones. Ensuring that each client leaves a meaningful and lasting legacy.

About Invesco

• Specialized investment teams managing investments across a comprehensive range of asset classes, investment styles, geographies and customised solutions
• Approximately 8,500 employees to better serve our clients
• On-the-ground presence in more than 20 countries across the globe, including a long history in Asia Pacific with 13 offices across 8 markets. 

About Capital Group

About Noveen

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.