Speaker:
Thomas Rogerson, CFP® DipPFS, Pyrmont Wealth Management Limited
Against the Odds - Increase Your Chance of Investing Success
Many still think of investing in the same way as gambling at a casino; if you treat investing in stocks like a casino, chances are you’ll lose as well. Remember, the house always wins.
In Asia, we believe that the banks are playing house when it comes to offering investment solutions to their clients. Thankfully, improving education on the impact of portfolio structure and hidden costs on investment returns has caused many investors to become disengaged with the investment propositions pushed by their RM at the bank.
It’s time to shift your perspective about what it means to be an investor, as we invite you to learn how we ensure the best possible chance of a successful investment outcome for our clients.
Join us to learn 5 key insights about investing across a range of topics.
1. Why, when it comes to investing, we should plan, not predict.
2. How some funds can use science to engineer the odds of success in your favour.
3. The importance of choosing the right asset allocation for you and how to do so.
4. The variety of costs investors are exposed to, how to spot them, and the importance of controlling them.
5. The behavioural side of investing; once you’ve built a robust investment plan, the importance of staying disciplined and sticking to your guns.
There will be some time for Q&As, or alternatively, we will talk over some other more topical subjects, such as the impact of elections on the markets, whether we should expect the tech rally to continue, and whether fixed deposits are preferred to bonds given the current rates on offer.
About the speaker
Tom has been a Financial Planner in Hong Kong for almost 15 years, and joined Pyrmont Wealth Management in 2021.
Tom is licensed and qualified in both Hong Kong and the UK, and is one of the few Certified Financial Planners in Hong Kong.
He’s experienced first hand the massive value of proper financial planning adds to the lives of clients and their loved ones, shifting the conversations from product to process and helping families achieve the life that they desire.
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.