2 Sep 2014

Presentation at banks

Stevenson, Wong & Co. presented at banks on wealth management, succession planning and investment immigration

On 2 September 2014, led by our partner Mr. Eric Lui, our Business Development Officer (China) Ms. Connie Yeung and our legal executive Mr. Peter Loo delivered presentations to the private banking section of China Construction Bank (Asia) Corporation Limited and the retail finance and channel management team (Hong Kong East) of the Bank of China (Hong Kong) Limited on the topics of “Contemporary Wealth Succession” and “Immigrant Investor Programme”.

Ms. Yeung discussed the key issues in wealth management and succession as well as the strengths and limitations of the various wealth management tools such as wills, insurance, offshore companies and trust. Ms. Yeung also highlighted the merits of using offshore private trust in assets management.

Mr. Loo gave a detailed presentation on worldwide immigrant investor programmes, covering jurisdictions of Malta, Portugal, Australia, United States, St. Kitts and Nevis, Antigua and Barbuda and Hong Kong. Mr. Loo highlighted the advantages of the different programmes, discussed the usual questions from investment immigration clients and handed out practical guidance materials to the participants.

The presentations were well-received and the participants found them informative and practical.

Please contact our Eric Lui for any enquiries or further information about this event.