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  • September 1, 2014
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  1. Financial firm has vacancies for consultants

    Posted Apr 09th 2005, 12:00am by Staff Reporter

    ... Tower, Causeway Bay, to introduce career opportunities. Established in 2001, the Altruist Financial Group provides one-stop financial services that include insurance, investment funds, consumer banking products referral and legal service packages. The recipient of the Caring Company Award, Altruist is a founding member of the Institute of Financial Planners of Hong Kong (IFPHK), ...

  2. Financial advisers gaining independence

    Posted Jun 25th 2005, 12:00am by John Cremer

    ... and enhance professionalism have not only been effective but also serve as a viable working model for other areas where financial planning services are still evolving. While much attention in Hong ... The future of the industry in Hong Kong can be divined by examining the changes already taking place in Australia, writes John Cremer IF HONG KONG'S financial planning industry wants ...

  3. Islands a paradise for the financial services industry

    Posted Mar 29th 2005, 12:00am by Staff Reporter

    ... to the sweeping changes in global money flows that have transformed the tiny British Overseas Territory, with a population of 43,000, into a hub for offshore financial services. The son of a master ... economy, Mr Bush was in Hong Kong earlier this month to launch the local office of the Cayman Islands Investment Bureau. 'Hong Kong is one of the world's foremost financial centres,' ...

  4. Market growth spurs fund industry's rise

    Posted Feb 22nd 2005, 12:00am by Staff Reporter

    ... developing financial market and the establishment of the Mandatory Provident Fund in 2000 for the fast growth in the fund management industry. Last night at the South China Morning Post Fund Manager ... appreciates your accomplishments and contributions,' Mr Lee told representatives from the 33 winning fund houses. 'We will look to your success and quality services to attract more funds ...

  5. Financial planning covers many areas

    Posted Feb 19th 2005, 12:00am by John Cremer

    ... protection; and localised information about tax regulations and the regulatory framework for the financial services industry in Hong Kong. It is targeted primarily at students, insurance agents, stockbrokers, customer service officers in banks, and anyone looking to switch careers and take 'the first step on the ladder' in the financial planning industry. A course manual is provided ...

  6. Hedge funds face tighter disclosure

    Posted Jul 21st 2005, 12:00am by Staff Reporter

    ... said. 'But if you're secretive and end up with losses, people [rebel].' Bonn Liu, a principal of financial services at KPMG, said the average transparency level of hedge funds had ... Kelvin Wong Hedge funds need to become more transparent to draw new classes of investors, according to an industry report conducted by professional services firm KPMG. The study, which ...

  7. Protect the small investor

    Posted Mar 10th 2005, 12:00am by Joseph Cheng

    ... there is no guarantee that they will deliver the services they promised. To protect small investors' interests, they must be allowed to withdraw from the investment funds whenever they like. Obviously, ... and accept their lot. The right to withdraw without extra cost is the only way to guarantee good service. Small investors are usually busy with their own work, and they do not have the expertise ...

  8. Investors cautious to a fault with their retirement nest eggs

    Posted Aug 06th 2005, 12:00am by Staff Reporter

    ... Kelvin Wong It doesn't matter that fund managers have always advised investors to diversify their portfolios. When it comes to pensions, even those who can most afford to take risk can't help being too cautious. 'Hong Kong people have a pre ...

  9. New look at asset preservation industry

    Posted May 28th 2005, 12:00am by John Cremer

    ... Leading players are to discuss the merits of establishing a single licensing regime for the financial services sector, writes John Cremer WITH THE REBOUND in Hong Kong's economy over ... in the financial services industry to focus greater attention on the wealth management sector, which basically concentrates on clients whose priorities have moved beyond wealth creation to methods ...

  10. Fret-free global funds

    Posted Sep 25th 2005, 12:00am by Chris Davis

    ... one's financial eggs into one basket is one of the most often repeated investment axioms. However, choosing from the wealth of different asset classes is not an easy task for the untrained ... to satisfy their financial goals. Investors may also be tempted to invest in one sector or country exposing their assets to unforeseen risk. In addition, many investors are put off the idea ...




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