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  1. Advisers must be globally-oriented

    Posted Mar 10th 2012, 12:00am

    ... insurance and retirement planning to children's education and global investment opportunities. 'What we see is people taking a mature view on the markets and really thinking about ... or a sustained bull run on the stock market fade away, making it more essential than ever to have a holistic financial plan that looks to the long term. 'At times when markets continually seem ...

    http://www.scmp.com/article/994972/advisers-must-be-globally-oriented
  2. What's On

    Posted Mar 01st 2008, 12:00am by Staff Reporter

    ... March 4 'Australian Tax Break - Use It or Lose It' is a seminar organised by the Australian Chamber of Commerce. An overhaul of Australia's retirement benefits (superannuation) regime in 2006-7 means Australia is now a highly effective tax retirement destination for Australian expatriates and future residents who plan ahead. Annual transfers of capital ...

    http://www.scmp.com/article/628085/whats
  3. Lai See

    Posted Feb 09th 2007, 12:00am by Ben Kwok

    ... for a long time. Li Fook-wo, who is 90, joined the bank in 1940 and still sits on the board as a non-executive director. Chairman Li, who turned 65 last year, was asked about his retirement plans. 'I will surely consider it,' he said. But he added he had no plans as yet to install either of his two sons- Adrian Li Man-kiu and Brian Li Man-pun- on the board. hsbc warning tames ...

    http://www.scmp.com/article/581341/lai-see
  4. Chow talks of retiring as HKEx nets HK$6.17b

    Posted Mar 06th 2008, 12:00am by Enoch Yiu

    ... Enoch Yiu Paul Chow Man-yiu, the chief executive of Hong Kong Exchanges and Clearing since 2003, revealed yesterday his plan to retire in two years while announcing record earnings ... to allow time for installing a successor and to oversee the completion of a three-year strategy plan. 'I am 61 and old enough to step down,' Mr Chow said. 'The HKEx has a sound ...

    http://www.scmp.com/article/628830/chow-talks-retiring-hkex-nets-hk617b
  5. Mainland bank stocks tipped for good yield

    Posted Jan 23rd 2011, 12:00am by Enoch Yiu

    ... changed and so have these companies. HSBC carries more international risks these days while Hongkong Telecom has turned into PCCW. No wonder then those who are planning for their retirement might want a new list of retirement stocks that are closer to their unique investment requirements. Sun Hung Kai Financial head of research Alvin Chong Kok-ming has a list of stock recommendations ...

    http://www.scmp.com/article/736537/mainland-bank-stocks-tipped-good-yield
  6. Try not to overreact to losses, says guru

    Posted Oct 26th 2008, 12:00am by Staff Reporter

    ... planner and they will tell you that smart money management is only a means to an end- retirement. But while others debate over how much one actually needs for a comfortable retirement, Arun Abey, co-founder and executive chairman of lifestyle financial- planning firm ipac Securities, actually gives those planning for retirement a rule of thumb. 'Most people find they need something like ...

    http://www.scmp.com/article/657744/try-not-overreact-losses-says-guru
  7. HKEx strips bid to cap board seats from reform plan

    Posted Sep 26th 2011, 12:00am

    ... Enoch Yiu enoch.yiu@scmp.com The stock exchange has dropped plans to limit the number of directorships any one person can hold, but will go ahead with a proposal to raise the minimum number of independent directors on company boards, people familiar with the plan said. Hong Kong Exchanges and Clearing decided to forgo the cap on directorships after reviewing responses ...

    http://www.scmp.com/article/980191/hkex-strips-bid-cap-board-seats-reform-plan
  8. Intense competition for true professionals

    Posted Oct 30th 2007, 12:00am by Carmen Tao

    ... covers all the requirements of the clients, including tax and estate plans after retirement and migration, her proposal in presenting risk and compliance issues is outstanding,' Mr Fung ... Record number of candidates take part to give annual event added prestige as university students make debut, writes Carmen Tao Personal financial planning has become an essential service ...

    http://www.scmp.com/article/613583/intense-competition-true-professionals
  9. Appointments

    Posted Jun 28th 2004, 12:00am by Staff Reporter

    ... (International) Mr Etches has more than 34 years' auditing experience with clients in a range of industries. He was a partner at KPMG, Hong Kong, before his retirement in 2002. Jack Cheung Acting ... Banking Corp. Ivan Yuan Chih-yeh Chief executive of China Entertainment Television Broadcasts Tom Group Mr Yuan will be responsible for strategic planning and business development, focusing ...

    http://www.scmp.com/article/461154/appointments
  10. Christmas 2011, not the rosiest date to put in your diary

    Posted Dec 27th 2011, 12:00am

    ... have to worry about job security as big players such as HSBC and Bank of America plan massive layoffs. Insurers also have to worry about huge claims for natural disasters this year, as well ... Gordon Jones, former Registrar of Companies for Hong Kong? During his time as head of the Companies Registry from 1993 until his retirement in 2007, he played a key role in computerising ...

    http://www.scmp.com/article/988630/christmas-2011-not-rosiest-date-put-your-diary

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