HKUST-Campden IPI IPI Wealth... · HKUST-Campden IPI WEALTH MANAGEMENT ... and preparedness is a major concern for all families and ... selection of your funds and managers in directing

HKUST-Campden IPI WEALTH MANAGEMENT PROGRAMME JUNE 16-19, 2014

THE ROUTE YOU CHOOSE MAKES ALL THE DIFFERENCE

2 HKUST-Campden IPI — Wealth Management Programme |June 16-19, 2014

Wealth Management Programme

Asian family businesses and private investors are a central force in driving the shape and face of the economy in the Asia Pacific. As wealthy individuals evolve and move business ownership from the entrepreneur, to the 2nd and 3rd generation, there is a growing need to seek education on how to better manage wealth, and transition this oversight to future generations. Wealth in transition may arrive predictably, or sud-denly, and preparedness is a major concern for all families and private investors with substantial assets. HKUST and Campden Institute for Private Investors (CIPI) look to help families meet the complex challenge of wealth management education.

Investment decisions are difficult to make, especially after the sale of a business or when younger family members are first asked to help make decisions about a fami-ly’s portfolio. To gain the foundation of knowledge necessary to oversee substantial private wealth, HKUST & Campden IPI offers the Wealth Management Programme, a three and a half day onsite programme, that will allow participants to meet the unique challenges and issues family business owners and private investors face today. The programme allows participants to increase their depth of knowledge in key areas of wealth management, in both a theoretical aspect, as well as through live case studies.

The HKUST-Campden IPI Wealth Management programme accepts applicants who are IPI members, family members, qualified investors, as well as alumni of HKUST from families of substantial assets. Class size is limited to allow for open and in depth interaction. Candidates are selected on their ability to both benefit from, and contrib-ute to, the programme. Each candidate must complete the enclosed application or, preferably, submit it online through www.campdenipi.com.

PROGRAMME

• Individuals and families who are facing or have experienced a substantial liquidity event

• Individuals and families with inherited wealth

• Individuals and families who are seeking a rigorous academic programme to help them manage their wealth

• Executives from single and multi-family offices

WHO SHOULD ATTEND?

PARTICIPANTS

HKUST-Campden IPI — Wealth Management Programme | June 16-19, 2014 3


Key highlights of this programme include sessions taught by experienced industry practitioners, professionals and an international faculty.

Mindset of the Asian UHNWI and families Participants will delve into the various challenges of Asian UHNWI families, and through an in-depth case study on Lee Kum Kee, will take a hands-on approach towards developing solutions that can assist them in developing key strategies in overcoming generational change.

Investing Wealth in the Markets Participants will have a theoretical view on the financial markets, covering portfolio performance measurement, asset class allocation, and cash flow matching. Through a thorough understanding of these issues, they will then have an opportunity to discuss the common pitfalls in investing, and uncover strategies to avoid costly mistakes within their investment portfolio.

Angel, Venture Capital & Private Equity Through two intensive case studies from Cathay Capital and the Chevalier Group, participants will have the opportunity to discuss the strengths and merits of various private equity strategies.

Overall Landscape of Private Banking The final day of the programme will allow participants to use the knowledge learnt to discuss the overall private banking landscape and unearth key challenges being faced by single family offices in Asia, as well as learn how best to utilise the private banker relationship.

Of special interest are an afternoon on art and antique investments by a leading expert from Christie’s; and an evening on wine investments and wine pairing led by Sotheby’s.

Through class lecture and interactive case work, participants will increase their depth of knowledge in key areas of wealth management while having the unique opportunity to meet and work with others who, like themselves, are part of a family with substantial assets.

PLANNED TOPICS

PROGRAMME FORMAT

PROGRAMME DATES

Monday 16th - Thursday 19th, June 2014, Hong Kong



What level of financial sophistication do I need to benefit from this programme? Much of the programme is taught by academic faculty. Fundamental financial concepts will be introduced throughout the programme and it will be intellectually rigorous.

What wealth level do you assume for participants of the programme? Most relevant to those with a portfolio greater than US $50M.

How will I learn? Through cutting edge practical research material, real life global case studies, best practices from family members, workshops, active class discussion, networking with your peers and off-site visits. What is the class size? A maximum of 30 participants.

Do you recommend accommodation? Registrants are responsible for the cost of their accommodation. HKUST recommends the Holiday Inn Express Kowloon East or Crowne Plaza Hong Kong East. A shuttle bus will run from the hotels daily.

The use of case studies compels participants to come to terms with a wide range of investment issues that directly impact all families having significant wealth. Partici-pants will call upon both their own experience, as well as knowledge gained during the week, to solve the problems presented. Learning is enhanced by the continual ex-change among participants who have a common bond—the responsibility of signifi-cant wealth.

Potential candidates for the HKUST-Campden IPI Wealth Management Programme should complete the enclosed application form or, preferably, submit it online through www.campdenipi.com. HKUST and Campden IPI will review the applications and notify candidates within two weeks. Those accepted are sent a confirmation letter, registration materials and logistics information.

CASE WORK

APPLICATIONS FOR THE WEALTH MANAGEMENT PROGRAMME

FREQUENTLY ASKED QUESTIONS



• Acquire practical wealth management, business strategy, investment knowledge and skills from a world-class faculty including those with extensive experience in teaching executive programmes

• Hear first-hand case studies from experienced principals of global family businesses and family offices

• Gain insight and suggestions regarding the best practices in family governance and wealth transfer

• Refine your own views of managing risk and setting financial goals in light of global financial markets, macro- and socio-economic trends

• Learn how to translate these trends into practical business and investment strategies

• Develop an understanding of modern portfolio management theory & practices and its applicability to your investment decisions

• Acquire insight into the various performance measurements used in the selection of your funds and managers in directing the future of your wealth

• Connect with a group of peers who face the same issues as you in managing substantial assets through a neutral platform for sharing of experiences and exchange of ideas

• Discover valuable insights on private equity dealings and realise practical lessons to apply within your organisation

• Uncover the latest in the private banking space, and discuss how best to maximise the private banker/private investor relationship

PROGRAMME BENEFITS



DEMOGRAPHICS

890 UHNW INDIVIDUALS HAVE COMPLETED OUR EXECUTIVE EDUCATION PROGRAMMES FROM 46 COUNTRIES SINCE 1999.

Andorra

Argentina

Australia

Austria

Bahrain

Belarus

Belgium

Brazil

Canada

China

Colombia

Costa Rica

Denmark

Dominican Republic

Ecuador

El Salvador

Finland

France

Germany

Greece

Guatemala

Honduras

Hong Kong (China)

Iceland

India

Israel

Italy

Kazakhstan

Kuwait

Luxembourg

Mexico

Netherlands

Nigeria

Panama

Philippines

Saudi Arabia

Singapore

Spain

Sweden

Thailand

Trinidad & Tobago

United Arab Emirates

United Kingdom

United States

Uruguay

Venezuela

*This data was collected from the Private Wealth Management Programmes at The Wharton School, University of Pennsylvania; Stanford University and SMU (Singapore Management Universi-ty) since 1999.

Participants IPI Members / Non-Members

Age of Participants All in the Family

37 Sets of Siblings

30 Husbands & Wives

52 Parents & Sons/Daughters

9 Sons-in-law or Daughters-in-law

13 Sets of Cousins

6 Aunts/Uncles & Nieces/Nephews

0

1

2

3

4

5

4.384.68 4.68 4.70 4.84 4.82 4.72 4.70

4.48

1999 2000 2001 2002 2003 2004 2005 2006 2007 2008

*From August 2002 to August 2005, attendees rated on a scale of 0 to 4 (with 4 being excellent).Since then, ratings have been on an 0 to 5 scale. All scores were shifted to a 0-5 scale for the purpose of this chart.

Attendee’s Overall Rating of the ProgramOn a scale of 0 to 5 (with 5 being excellent)*

4.70 4.704.83

2009

Role of Respondents

95% Principal

5% Family OfficeExecutive

Age of Graduates

15% 20’s

25% 30’s

23% 40’s

29% Wise Beyond Years

8% Not Disclosed

All in the Family

2010

4.70 4.73

2011

4.76

2012 2013

Role of Respondents

49% Non-members

51% Members

37 Sets of Siblings

30 Husbands & Wives



13 Sets of Cousins


0

1

2

3

4

5

4.384.68 4.68 4.70 4.84 4.82 4.72 4.70

4.48

1999 2000 2001 2002 2003 2004 2005 2006 2007 2008



4.70 4.704.83

2009

Role of Respondents

95% Principal


Age of Graduates

15% 20’s

25% 30’s

23% 40’s


8% Not Disclosed

All in the Family

2010

4.70 4.73

2011

4.76

2012 2013

Role of Respondents

49% Non-members

51% Members

37 Sets of Siblings

30 Husbands & Wives



13 Sets of Cousins


0

1

2

3

4

5

4.384.68 4.68 4.70 4.84 4.82 4.72 4.70

4.48

1999 2000 2001 2002 2003 2004 2005 2006 2007 2008



4.70 4.704.83

2009

Role of Respondents

95% Principal


Age of Graduates

15% 20’s

25% 30’s

23% 40’s


8% Not Disclosed

All in the Family

2010

4.70 4.73

2011

4.76

2012 2013

Role of Respondents

49% Non-members

51% Members

37 Sets of Siblings

30 Husbands & Wives



13 Sets of Cousins


0

1

2

3

4

5

4.384.68 4.68 4.70 4.84 4.82 4.72 4.70

4.48

1999 2000 2001 2002 2003 2004 2005 2006 2007 2008



4.70 4.704.83

2009

Role of Respondents

95% Principal


Age of Graduates

15% 20’s

25% 30’s

23% 40’s


8% Not Disclosed

All in the Family

2010

4.70 4.73

2011

4.76

2012 2013

Role of Respondents

49% Non-members

51% Members



FAMILY INVESTING (THEORY & PRACTICE)

INVESTING (THEORY & PRACTICE)

ADVISORS & PRIVATE OFFICE

THEME

MORNING

LUNCH

PROGRAMME

JUNE 19(THURSDAY)

Overall Landscape of Private Banking

Guest Speaker: Philippe LegrandLondon & Capital Asia

Panel Discussion on How Private Banker Can Help UHNWI

Guest Speaker: Philippe LegrandLondon & Capital Asia

Panel Discussion on Single And Multi-Family Offices in Asia

Prof Roger King

LEGAL/TAX/INSURANCE INVESTING (THEORY & PRACTICE)

ALTERNATIVE/ EXOTICTHEME

AFTERNOON

JUNE 18(WEDNESDAY)

Low Risk Investment Vehicles in Asia

Prof Samuel Liang

Investment Structured Products (Equity and Currency, e.g., Principal Guaranteed and Accumulators)

Prof Samuel Liang

Profitability of Equity Investing Strategies in Asia (Hong Kong, Japan, and South Korea)

Prof Samuel Liang

Case Study - Cathay Capital: An Entrepreneurial Private Equity Fund with a Cross-Border Investment Model

Prof Winnie PengGuest Speaker:Ming-Po Cai, Cathay Capital

Art and Antiques as Investments

Christie’s

JUNE 17(TUESDAY)

Investing Wealth in the Markets: Portfolio Performance Measurement; Asset Class Allocation; Cash Flow Matching

Prof Philip Cheng

Common Pitfalls in Investing and Strategies to Avoid Costly Mistakes: Investment Portfolio Risk Management I (Credit Risks, Interest Rate Risks, Liquidity Risks, Fx Risks)

Prof Philip Cheng

Investment Portfolio Risk Management II (Overall Risk Policy, Planning, Execution and Control)

Prof Philip Cheng

Angel, Venture Capital & Private Equity

Prof Winnie Peng

Case Study: Chevalier Group: Using a Private Equity “Style” Strategy to Maximize a Listed Company’s Value

Prof Winnie PengGuest Speaker:Oscar Chow, Chevalier Group

EVENINGNETWORKING DRINKS/DINNER

WINE INVESTMENTS AND WINE PAIRING DINNER: SOTHEBY’S

JUNE 16(MONDAY)

Mindset of Asian UHNWI and Families - Challenges for Them and Their Service Providers

Prof Roger King Prof Winnie Peng

How to Survive beyond the 3rd Generation - Study of Lee Kum Kee and Li & Fung

Prof Roger KingProf Winnie PengGuest Speaker: David Lee, LKK

Preserving Family Wealth and Legacy Across Generation (Trust/Taxes/Foundations)

Guest Speakers: Katie GravesRita KuWithers

Role of Insurance in Wealth Preservation

Guest Speaker: Andrew Bisconte, AON Limited



The Hong Kong University of Science and Technology (HKUST) was established in 1991. HKUST Business School is recognised as one of the youngest and most respected in Asia. The school is accredited by Association to Advanced Collegiate Schools of Business (AACSB International). The programmes are consistently ranked among the very best in the world by international media and the faculty is considered to be among the most qualified.

In 2013, HKUST Business School’s joint Executive MBA programme with Kellogg School of Man-agement of Northwestern University has been ranked by Financial Times World’s No. 1, five years in a row.

In 2013, Financial Times ranked HKUST Business School’s full-time MBA No.8 in the world, top 10 for four consecutive years and No. 1 in Asia.

The Executive Education Office specialises in delivering company and open-enrollment pro-grammes that educate and inspire, change mindsets through fresh perspectives, suggest new strategies and point to solutions, promote leadership and talent development, staff retention and succession planning. HKUST achieves this by combining the expertise of the Business School’s world-renowned faculty with input from executive-level specialists from industry and manage-ment. Then tailor individual programmes to meet specific needs.

For over 27 years, Campden Wealth has operated at the forefront of innovation and best practice in the global private wealth community. Its family business and family office events held in key cities around the world, its flagship publications, Campden FB (Family Business) and FO (Family Office) together with its proprietary research, have all informed and facilitated dialogues between private investors, financial families and those owning family businesses.

In 2011, Campden enhanced its international reach with its acquisition of the Institute for Private Investors (IPI), a leading US membership network of significant private investors.

Since 1991, families and private investors have looked to IPI for innovative educational and net-working resources. It hosts a series of family wealth events throughout the US, in addition provid-ing access to its secure online member community, Memberlink®. IPI has also been at the forefront of wealth management education alongside top ranked universities in the US and in Asia.

Together, Campden IPI offers unrivalled support to families and family offices, encouraging mean-ingful idea exchanges and problem solving with peers around the world, many of whom face the same issues, concerns and challenges that significant wealth brings irrespective of their regional and cultural differences.

HKUST BUSINESS SCHOOL

CAMPDEN IPI



PROFESSOR ROGER KINGCo-Academic Director, HKUST

Professor Roger King, PhD, is Adjunct Professor of Finance; and founding and current Director of the Thompson Center for Business Case Studies and the Tanoto Center for Asian Family Business and Entrepreneurship Studies at HKUST. He teaches entrepreneurship and family business at the EMBA, MBA and non-degree executive level and is a frequent guest speaker on entrepreneurship, family business and corporate governance.

Professor King was Chairman and Founder of ODS System-Pro Computers Limited; Chairman of Euro-Asia Shipyard Limited (In 1983, Professor King was the first individual to establish a joint venture between a foreign entity and the Chinese National Offshore Oil Company, CNOOC, for offshore drilling in the South China Sea); Chairman of Pacific Coffee Limited; Chief Operating Officer of Orient Overseas (Holdings) Limited and President and Chief Executive Officer of Sa Sa International Holdings Limited, both listed on SEHK; Independent Non-Executive Director of Arrow Electronics Corporation, listed on the New York Stock Exchange; Independent Non-Executive Director of Sincere Watch (Hong Kong) Limited listed on the Hong Kong Stock Exchange (SEHK) and a Standing Committee Member of the Zhejiang Province People’s Political Consultative Conference.

Currently, Professor King is a Supervisory Board Member of TNT Express NV, listed on Amsterdam Exchange; Non-Executive Director of Overseas Orient International Limited, listed on the Hong Kong Stock Exchange (SEHK); and Honorary Consul for the Republic of Latvia in HKSAR. He is the 2011 recipient of the Honorary Fellow from HKUST.

Professor Veronique Lafon-Vinais is a seasoned market professional with over 20 years of banking and capital markets experience. She has worked in all the major financial markets, starting with European markets (Paris, London, Madrid), moving to North America (Chicago) and most recently Asia (Hong Kong).

A seasoned loans and syndications specialist, Professor Lafon-Vinais developed the secondary market for loans at First Chicago in London and was also involved in the development of the EMTN market at its inception. She arranged and syndicated plain vanilla and structured transactions in Europe, the US and Asia for sovereign, public and corporate entities including the Kingdom of Spain, Republic of Ireland, Kingdom of Sweden, ICO, ARCO Chemicals, Sinopec, COSCO, Cathay Pacific, FECSA, Endesa, Motorola and numerous financial institutions.

Professor Lafon-Vinais is now dedicating herself to education and teaching as Adjunct Associate Professor, HKUST, where she teaches in the MBA/MSc programmes as well as in the Finance Undergraduate Programmes, and professional training and consulting for the finance industry. She has recently been appointed Associate Director of the Centre for Asian Financial Markets at HKUST.

PROFESSOR VERONIQUE LAFON-VINAIS Co-Academic Director, HKUST

FACULTY



Professor Philip Cheng is an Adjunct Associate Professor in Finance at HKUST Business School. He has been an active conference speaker in Australia, Hong Kong, Beijing, Korea, Taiwan, Bangkok, Kuala Lumpur and Singapore on global financial topics: Portfolio Risk Analysis, Diversification and Global Investments; Credit Risk Management; Fixed Income Investments and Markets, among others. Professor Cheng was the Chief Investment Officer at MetLife Taiwan, a wholly owned subsidiary of MetLife Inc., New York, the largest Life Insurance Company in the US. During his 11 years as Chief Investment Officer, he was managing a diversified portfolio with total assets under management of approximately US$2 billion. Prior to joining MetLife, he was with JPMorgan-Chase for 21 years in international banking and investments. He was Vice-President in areas of corporate lending, trade finance, institutional investment banking and property lending in New York and major Asian cities.

In April 2012, Professor Cheng published an investment book, 8 Winning Maxims on Stock Investments: Surviving Investment Crocodiles, and was an instant number one Best Seller in Hong Kong.

Professor Samuel Liang is currently Associate Director of Value Partner Center for In-vesting and Assistant Adjunct Professor at Department of Finance at HKUST Business School. Prior to returning to HKUST, he was Vice President at Global Financial Markets at DBS Bank (Hong Kong) Ltd. Professor Liang has extensive experience in investing in real estate and capital markets in the China region and North America. He has also conducted theoretical and empirical research in systematic risks, market psychology, liquidity, volatility, market anomalies and stock returns predictability in equity mar-kets around the world. He also supervises the case of “accumulator” of Citic Pacific at HKUST. He predicted that China would grow at 8-10% a year on average from 2007 to 2017 in September 2007 and that the Yen would appreciate to 90 and then 80 in a couple of years in March 2008.

Professor Liang obtained his PhD in Finance from School of Business and Management, HKUST. He received his Master of Engineering in Computer Engineering from Univer-sity of Toronto and his Bachelor of Science in Computer Science from York University in Canada.

PROFESSOR SAMUEL LIANG

PROFESSOR PHILIP CHENG

FACULTY



Professor Winnie Peng is Adjunct Assistant Professor in Finance, Associate Director of the Tanoto Center for Asian Family Business and Entrepreneurship Studies and the Thompson Center for Business Case Studies at the HKUST Business School. Her teaching and research interests are corporate finance, corporate governance, private equity and venture capital, family businesses and entrepreneurship. Professor Peng received her Bachelor’s degree in Accounting, Tsinghua University, and PhD degree in Finance at the Hong Kong University of Science and Technology. She is also a graduate of Harvard Business School Executive Education programme “Private Equity and Venture Capital”.

PROFESSOR WINNIE PENG

FACULTY

CASE STUDIES AND GUEST SPEAKERS

Lee Kum Kee – David Lee – Survive beyond a 3rd GenerationWithers – Katie Graves & Rita Ku – Preserving family wealth and legacy across generations Aon Limited – Andrew Bisconte – Insurance in wealth preservation Chevalier Group – Oscar Chow – Using a private equity ‘style’ strategy to maximise a listed company’s valueCathay Capital – Ming-Po Cai – An entrepreneurial private equity fund with a cross-border investment modelLondon & Capital Asia – Philippe Legrand – The private banking landscapeChristie’s – Art & Antiques as Investments Sotheby’s – Paul Wong – Wine Investments



ADMISSION PROCEDURE

Completed applications should be submitted as early as possible. Candidates will be notified of acceptance within two weeks. A wait list will be compiled for all late candidate applications. Application does not guarantee admission; candidates will be selected on their ability to benefit from, and contribute to, the programme. Entries accepted up to the May 31st, 2014. If you do not receive confirmation of your application within two weeks, please email [email protected] or contact us by telephone at + 852 3977 0534 or + 601 0810 5721.

TUITION AND FACILITY

Programme fees for the Hong Kong programme are US$8,900 for tuition, meals, books, and fa-cilities fees for the programme. Please visit campdenipi.com to keep fully up to date with pro-gramme and faculty developments.

Accommodation: Registrants are responsible for the cost of their accomodation. HKUST recom-mends the following hotels. A shuttle bus will run from the Crowne Plaza and the Holiday Inn Express daily.

Holiday Inn Express Kowloon East Address: Tower 4, 3 Tong Tak Street, Tseung Kwan Kowloon, Hong Kong T. 800 968 688 www.ihg.com/holidayinnexpress/hotels/us/en/hong-kong/hkgke/hoteldetail

Crowne Plaza Hong Kong Kowloon East Address: Tower 5, 3 Tong Tak Street, Tseung Kwan Kowloon, Hong Kong T. 800 968 688 www.ihg.com/crowneplaza/hotels/us/en/hong-kong/hkgtk/hoteldetail

SUBSTITUTIONS, TRANSFERS, CANCELLATIONS AND WITHDRAWALS

Cancellations must be received in writing. Cancellations received more than 45 days prior to a pro-gramme’s start date will incur a charge of 10% of full tuition; for cancellations received between 7 and 45 days prior to a programme’s start date, 30% of full tuition will be charged. Cancellations re-ceived less than 7 days prior to a programme’s start date will incur a charge of 100% of full tuition. If a registrant fails to attend without notification, or if a withdrawal occurs on or after a programme start date, full tuition will be forfeited.

Participants needing to transfer can do so within one year of the start date of the original pro-gramme. Requests to transfer received 45 to 7 days prior to the start date will incur a charge of 20% of the full tuition; requests received within 7 days will incur a charge of 30% of the full tuition. The remaining balance can be applied to another CIPI Executive Education programme, or refunded, within one year of the original programme date.



As part of the admission process, we ask you to answer several questions. All of your answers are kept in confi-dence and will not be revealed outside of Campden-IPI and HKUST. It will only be used to evaluate your appli-cation and place you on a case study team.

1. How would you objectively rank your general grasp of wealth management issues on a scale of 1-10? (10 having the highest understanding)

1 2 3 4 5 6 7 8 9 10

2. What is your age?

20’s 30’s 40’s 50’s Wise beyond years

5. Do you currently employ advisors/money managers?

Yes No Comments, if any:

6. Have you or your family recently sold a substantial operating company?

Yes No Comments, if any:

7. Please indicate your interest in the following aspects of wealth management: (rate from 1 to 3, with 1 of most importance)

Asset Allocation Family Governance & Leadership Evaluating Managers, Measuring Performance

8. What do you hope to achieve by participating in this programme? In what ways do you believe the programme can be most useful to you?

9. Please tell us more about yourself. (Use a separate sheet if necessary)

Please tell us how you heard about this programme.

The IPI website/Memberlink® Campden Wealth

I was referred by an IPI member

I am an IPI member HKUST Business School

Other (please explain):

4. What are the total assets of the family in US$?

Under $50m $50-200m Over $200m

3. What is your role in your family?

Patriarch/Matriarch Next Generation Senior Executive/Advisor

APPLICATION FORM



NAME (Ms. / Mrs. / Mr. / Dr.)

ADDRESS

CONTACT NUMBERS

First Middle Initial Last / Family

City State / Province Postal Code/Zip Code Country

Please include country and area or city code

Home

Business

Fax

Email

APPLICATION INFORMATION

BILLING INFORMATION - US$8,900

NAME (Ms. / Mrs. / Mr. / Dr.)First Middle Initial Last / Family

Company / Business Name Job Title

CONTACT NUMBERSPlease include country and area or city code

Business Fax

BUSINESS ADDRESSCity State / Province Postal Code Country

METHOD OF PAYMENT

Invoice Bank TransferVisa / Mastercard /Amex

Cardholder’s Name

Expiry Date

Card Number

Authorised Signature

Campden Wealth Asia LtdSuite 22, 27/F, Worldwide House19 Des Voeux Road, Central, Hong Kong

Tel: + 852 3977 0534 / +601 0810 5721Email: [email protected]

Bank Transfer Details:

Address: HONGKONG AND SHANGHAI

BANKING CORP, 1 QUEEN’S ROAD, HONG KONG

Account Name: Campden Wealth Ltd.

US$ Account Number: 634-287163-838

SWIFT: HSBCHKHHHKH

Please send your completed application to Gavina Rajendran



WHAT GRADUATES HAVE TOLD US

“Really made me understand and appreciate my own situation and helped me start to think about how I’ll handle all this with future generations.” – Family Business Owner

“An incredible learning experience. It was a real privilege to be taught such important skills by such high calibre professionals.” – Private Investor

“I have developed a much better ability to work with my advisors towards achieving my goals and understanding the process.” – Family Business Owner

“This was the best educational program I have attended. As an individual with no financial background, it gave me the tools to ask the right questions and understand the answers from money managers.” – Family Business Owner

“A very professional, well organised and deeply informative educational program.” – Private Investor

“An incredible program delivering value for years to come, for me and my family.” – Principal, Family Office

HKUST Business SchoolExecutive Education

The Hong Kong University of Science and Technology3/F Lee Shau Kee Business Building

Clear Water Bay, Kowloon, Hong Kong

Campden Wealth Asia LimitedSuite 22, 27/F Worldwide House

19 Des Voeux RoadCentral, Hong Kong

Tel: + 852 3977 0534

[email protected]

Documents

HKUST-Campden IPI IPI Wealth... · HKUST-Campden IPI WEALTH MANAGEMENT ... and preparedness is a major concern for all families and ... selection of your funds and managers in directing