Directors and Professionals – Unlock the Latest Wealth Management Trend

Date And Time
Thu 28 August 2025
16:30 - 18:30 HKT

Date 日期: 28 Aug 2025 (Thursday)  2025年8月28日(星期四)
Theme 主題:Directors and Professionals – Unlock the Latest Wealth Management Trend 董事與專業人士 – 解鎖財富管理新趨勢
Venue 地點:Chubb 1792 Club, 23/F, Tower 6, Gateway, Tsim Sha Tsui  尖沙咀廣東道港威大廈第六座23樓 Chubb 1792 Club

Event Venue and Souvenirs sponsored by Chubb Life and Grandwood   活動場地及精緻禮物由安達人壽及偉然保險顧問贊助

Moderator 主持 :
Ms Karen Lieu, Managing Director of Grandwood Insurance Brokers Limited
偉然保險顧問有限公司董事總經理 呂文佩

Speakers 講者:
Ms Ida Yau, Deputy Managing Director of Grandwood Insurance Brokers Limited
偉然保險顧問有限公司副董事總經理 邱愷敏

Mr Daniel Ho, Head of Private Clients Practice of Grandwood Insurance Brokers Limited
偉然保險顧問有限公司私人客戶業務部總監 何國安

Mr Charles Lui, Head of Financial Lines of Chubb Insurance Hong Kong Limited
安達保險香港有限公司財務保險部主管 呂家駒

Ms Ceci Leung, Senior Manager of Chubb Life Insurance Hong Kong Limited
安達人壽保險香港有限公司高級經理 梁曉思

Time 時間:
4:30-5:00pm – Mingling Time with Drinks
5:00-5:45pm – Sharing by the Speakers
5:45-6:30pm – Q&A and Free Time Session

Language: Delivered in Cantonese, with presentation materials provided in English.
語言:以廣東話講授,並提供英文簡報輔助。

Fees 費用:This event is free of charge and open exclusively to members and their guests. 會員及其嘉賓免費參與
Souvenir 禮物 : Every participating member and guest will receive a delightful gift. 每位參與會員及嘉賓均可獲得精緻禮物

Remarks 備註:

  1. This event is for HKIoD members and each member can bring a non-member guest to participate. For member’s guest please register separately and indicate the inviting member’s name/membership number. 此活動僅限會員及會員邀請並陪同的一位客人參加。對於客人,請單獨註冊並註明會員姓名/會籍編號。
  2. Seats are limited and reservation will be entertained on a first-come-first-served basis. 活動名額有限,先到先得。
  3. If you have any further questions, please feel free to contact us (HKIoD). 如有任何疑問,請隨時與我們聯繫

 

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