固定收益的黃金時代－在減息前鎖定更高收益率

美國減息預期降溫，令2024年高息環境勢將持續，收息成為投資者熱門的投資出路，無論定期存款、貨幣市場基金到債券投資，均可帶來不錯回報。在這固定收益的黃金時代，投資者應如何部署在減息前鎖定更高收益率，Syfe－亞洲領先的投資和儲蓄平台聯同全球領先資產管理公司貝萊德（BlackRock）的投資專家，析釋如何在靈活、保本與避險、追求資本增值中取得平衡。

講座詳情

時間︰7:00 pm - 8:30 pm （6:45 pm開始登記）

日期︰2024年5月7日(星期二)

地點︰中環花園道3號冠君大廈5樓(Eaton Club)

語言︰廣東話

如果你有任何疑問或需要更多資料，請隨時透過 [email protected] 或 WhatsApp 94295667與我們聯絡

6:45 PM｜開始登記

7:00 PM｜簡介

7:10 PM｜ 市場展望

7:30 PM｜如何將閒置現金發揮最大作用

7:50 PM｜討論環節

8:10 PM｜問答環節

現場開戶並隨後完成入金即送高達2000 K Dollar，優惠受條款及細則約束

講者簡介

李劍威 Kevin Li

香港區總經理, Syfe

Kevin has extensive experience in developing digital wealth advisory propositions, fintech alliances and strategic joint venture developments. Prior to joining Syfe, he worked as the APAC Head of Digital Engagement at Schroders Investment Management. He was instrumental in leading digital wealth advisory partnerships with banks and robo-advisors, helping the company attain the AMTD DigFin Best Investment Advisory Award in 2022. He is also an advisory board member of the Greater Bay Area Fintech Talent Initiative and executive member of the Wealthtech Committee of the Fintech Association of Hong Kong. Earlier in his career, Kevin was a Digital Transformation Project Leader at McKinsey & Company. He also had extensive experiences in leading digital strategy and transformation programs across Asia Pacific working for Deloitte and Accenture.

盧曉暘 Morton Lo

投資顧問主管, Syfe

Morton is the Investment Advisory Lead of Hong Kong at Syfe, one of the fastest-growing and largest Digital Investment platforms in APAC with the mission to democratize institutional-level investment products and services. He is responsible for formulating targeted sales methodologies to procure clients across diverse wealth strata meticulously. He is the licensed representative for Syfe’s SFC Type 1, 4, and 9 licenses and the MPFA Principal Intermediary (PI) license.

Before joining Syfe, Morton was a senior investment specialist and client advisor among various renowned multinational financial institutions. Throughout his career, he has been serving more than thousands of clients, including a lot of high-net-worth and ultra-high-net-worth clients in Citigold wealth management and KGI Asia, leading bespoke, goal-oriented financial consultations to augment clients' wealth accumulation endeavors discerningly.

He also conducted comprehensive market analyses and presented product propositions in reputable local financial channels, including but not limited to Sun Channel, Investalk, and Strategist. Before joining Syfe, he represented One Financial Market Asia, a broker regulated by the UK Financial Conduct Authority, as their Chief Analyst in Asia to present market analysis in the finance channel of CCTV, the national television broadcaster of China.

Morton holds an integrated BBA degree majoring in Financial Engineering, and a minor in Economics from the Chinese University of Hong Kong.

范鴻恩 Hillary Juan

亞太區固定收益指數策略師 ,BlackRock

Hillary Juan is a member of the Product Strategy Team within BlackRock's Global Fixed Income Portfolio Management Group. She focuses on the commercialization, narratives and development of the Firm's Index Fixed Income (IFI) business in Asia across iShares funds, ETFs and mandates, with an emphasis on sustainability initiatives. Prior to joining the team, Hillary was part of the APAC Index Equity Product Strategy within BlackRock's ETF and Index Investments team in Hong Kong, covering segregated mandates and index mutual funds. Hillary focused on ESG initiatives to help APAC institutional clients achieve their sustainability objectives. Prior to that, Hillary joined as a graduate analyst and was a member of EII Product and COO team in Hong Kong, responsible for iShares Product Architecture and Implementation projects and business management for EII in Asia Pacific. Hillary earned a Bachelor of Business Administration in Global Business, and in Management degree from the Hong Kong University of Science and Technology with First Class Honors. She is a member of Beta Gamma Sigma, an honor society for business students and scholars. As a champion of sustainability, she is the Co-Chair of Green Team Network (GTN) in the Singapore Office. Hillary is multilingual, she speaks Cantonese, English, Mandarin, Fukienese and Tagalog.

關於Syfe

Syfe是亞洲領先的投資和儲蓄平台，致力幫助客戶積累財富，創造更美好的未來。Syfe 在新加坡、香港及澳洲均持有合法牌照，提供管理組合、現金管理方案和獨特的新型經紀服務，成為區內唯一的一站式財富管理平台。僅在新加坡，Syfe管理的資產已超越100億港元，並有接近5%的成年公民使用該平台實現其財務目標。

成立於 2019 年，Syfe迄今已從知名投資者籌集到5,200萬美元資金，其中包括 Valar Ventures（Wise、N26、Qonto）、Unbound（Databricks、Forto）以及來自 DST Global（Robinhood、Revolut、Brex、Coinbase）的合作夥伴。

在香港，Syfe持有香港證券及期貨事務監察委員會（證監會）發出的第 1 類（證券交易）、第4類（就證券提供意見）及第9類（提供資產管理）等牌照（牌照號碼：BRQ741），可從事相關的投資活動。

媒體報道:

明報

香港經濟日報

SCMP

了解更多︰Syfe網站

Event Venue & Nearby Stays

Eaton Club Central, Eaton Club Central, Central, Hong Kong