Newsletter 1 - January 2024
Welcome to the January newsletter where we present our Thought Leader program, recap our latest posts and share the latest news on PWFO!
PWFO is a members-benefit, designation-granting Association for Finance Professionals serving Families and Private Clients. One of the benefits it provides to members is assembling Thought Leaders with expertise in a specific domain of financial services. They publish articles to offer PWFO members guidance and insight in their field of expertise.
We are happy to publish the latest article from our Thought Leader for Hong Kong, Belinda Wong. Click on the link below to read the article.
Hong Kong as an intellectual property trading hub
Find out more about the PWFO Thought Leader Program
In case you missed our December posts, here's a recap:
In the intricate sphere of banking and wealth management, a fragile yet critical equilibrium is required - the balance between investment decisions and controlling functions...
Family Offices, which manage a fraction of this wealth, play a crucial role in this expanding economic universe...
In today's dynamic financial environment, the ability to effectively record, monitor, and report on portfolio performance is invaluable...
PWFO Courses
Start the year by signing for one of our courses. You can find a list of all our courses on https://www.pwfo.org/store.
This month, we are offering a 20% discount to all our members on one of our courses. Please click on the link below to find out more about the course. And get in touch with us on [email protected] to benefit from the discount.
The Complete Guide to Sales & Marketing in Wealth and Family Office Services (4.0)
Apprentice Program
If you're interested in having trainees work on your projects or assist you, ultimately becoming suitable candidates for recruitment, contact us for a chat at [email protected]
