CANCELLED
Speakers:
Charlie Buxton, Head of Investment Management, The Fry Group
Matthew Curtis, Director, The Fry Group
Navigating a Successful Financial Future
Whether you’re interested in setting clear financial goals, saving to buy a property or planning for retirement, we invite you to join us for our upcoming presentation dedicated to enhancing your financial wellbeing.
During this breakfast briefing, The Fry Group’s Matthew Curtis, Director, and Charlie Buxton, Head of Investment Management will simplify the complexities of financial planning, guiding you back to the fundamentals to help strengthen your financial foundation for the years ahead.
What you can learn from this session:
• The fundamentals of financial wellbeing
• The key elements of a robust financial plan
• The power of investing efficiently
About the speakers
Based in Hong Kong, Charlie manages The Fry Group's discretionary investment strategies, responsible for fund research, asset allocation and portfolio construction. With over 13 years of investment management experience, Charlie holds the Masters in Wealth Management, is a Chartered Fellow of the Chartered Institute for Securities & Investment, and has the CFA Certificate in ESG Investing.
Matthew Curtis has worked in financial services since 2004 after graduating from the University of Birmingham with a BSc (Hons) degree. He has significant experience in advising high-net-worth, internationally mobile individuals on their finances, and specialises in tax-efficient investment strategies and retirement planning. Matt holds an Advanced Diploma in Financial Planning from the Chartered Insurance Institute and is currently Director of The Fry Group Hong Kong.
This event is hosted by Jeremy Sheldon.
Ticket includes a full hot English breakfast buffet.
Please
note that Business Attire is required by the Hong Kong Club - collared shirts
must be worn by men, and jeans, sandals and sports shoes are not permitted. To
see the full list of club rules on dresscode, please click here.
Pricing
- Start-up Member:
HK$440
- Member: HK$550
- Non-Member:
HK$680
Terms & Conditions
- Reservations in advance are required. Please consider your booking confirmed unless notified otherwise.
- Cancellations must be made in writing 24 hours prior to the event. No shows will be charged.
- This event is closed to the media.
- The event will be cancelled if the No.8 Typhoon signal or the Black Rain Storm warning is in force.
- By attending this event, you agree to be photographed, recorded, and/or filmed and give permission to use your likeness in promotional and/or marketing materials.
- For further information please email [email protected]
- All payments for this event need to be settled by credit card through PayPal. Please note you do not need a PayPal account to complete payment.