About this Event
With over $7 trillion in assets under management globally, ETFs have become the go-to instrument for institutional and experienced investors to build their investment portfolios.
Are you eager to learn more about ETFs and how to build your own ETF portfolio? Look no further! Join us on 17 April 2024 (Wednesday) for an interactive StashAway Academy workshop designed to offer practical guidance for everyone, from seasoned investors to those just beginning their investment journey.
In this session we’ll share about the power of asset allocation, unlock the benefits of using ETFs for goal-based portfolios, and show you how to pick the right ETFs and master the art of risk management. We'll cover topics like:
- What are Exchange-Traded Funds (ETFs)?
- What are the benefits of ETFs? How is it different from mutual funds?
- Why is asset allocation more important than securities selection?
- What are the advantages of using ETFs for building globally diversified investment portfolios?
- How can one effectively choose ETFs?
- When and how should portfolio adjustments be made?
The workshop will be conducted in English. Feel free to register your friends, too.
About the Speakers
Tiffany Chang, Wealth Advisor, StashAway Hong Kong
Tiffany focuses on the wealth advisory journey at StashAway HK, empowering clients to build long-term wealth. Before StashAway, Tiffany was a Product Specialist at Standard Chartered Private Bank, advising Ultra-High Net Worth clients on mutual funds and alternative investments. Tiffany is a CFA charterholder and a CAIA charterholder. She holds a BSc in Business Administration from The University of Hong Kong.
Newton Chan, Client Advisor, StashAway Hong Kong
Newton is a Client Advisor at StashAway HK, covering Premium and Corporate clients with two years of wealth and relationship management experience, empowering clients to build long-term wealth through the right asset allocation cost-effectively. He is licensed by the Securities & Futures Commission (SFC) in Hong Kong for Type 1 (dealing in securities), and Type 4 (advising on securities).
About StashAway
StashAway is Asia’s leading digital wealth manager that personalises financial planning and portfolio management for both retail and professional investors. Founded in 2017 in Singapore, we currently manage USD 1+ billion of AUM across Singapore, Hong Kong, Malaysia, Thailand and UAE.
In 2020, StashAway was recognised as a Technology Pioneer by The World Economic Forum. In 2023, StashAway was named one of the top 20 fastest-growing companies in APAC by the Financial Times and one of the Top 200 Global Fintech Companies by CNBC.
Event Venue & Nearby Stays
WeWork YF Life Tower, 13/F 33 Lockhart Road, Hong Kong, Hong Kong
HKD 0.00