This is a sponsored advertorial from Huatai International.

As the global landscape undergoes profound restructuring and AI technology reshapes industrial ecosystems, wealth management has evolved beyond merely accumulating wealth to becoming a long-term strategy encompassing cognitive depth, resource abundance, and emotional connection.

On 27-28 January 2026, the Huatai Private Wealth Management Client Annual Conference was held in Hong Kong. Marking the launch of version 1.0 of Huatai Securities’ self-developed AI trading app, the conference featured a dedicated “AI 涨乐” app, AI interactive zones, and innovatively incorporated an AI host in the main forum.

The conference kicked off with a series of distinctive activities on the first day. Distinguished guests visited the M+, BNY Mellon Investment Management, Sumitomo Mitsui Trust Management, Sotheby’s and Christie’s, immersing themselves in artistic allure and value. They also explored the fundamental principles of wealth and life during a reading session.

On 28 January 2026, the main forum delved into core topics including macroeconomic trends, corporate globalisation, AI-driven industry empowerment, and global asset allocation. The chief economist of Huatai Securities, experts from Huatai Private Wealth Management, and several representatives from financial institutions took to the stage as speakers. They presented new pathways and delivered valuable insights and forward-looking perspectives for wealth growth. 

Lisa Chen, managing director of Huatai Financial Holdings (Hong Kong) Limited, emphasised: “Amid the current global restructuring and the evolving logic of asset management, the demands of high net worth clients have fundamentally changed. They have shifted beyond single investment products toward comprehensive solutions encompassing identity planning, tax planning, family succession, and corporate globalisation.” 

Leveraging its professional services and extensive practical experience, Huatai Private Wealth Management provides customised solutions to help clients achieve steady wealth growth and intergenerational succession, thereby fortifying long-term wealth security.

Following the main forum, three parallel sessions were held concurrently, focusing on investment opportunities in Japan and South Korea, alternative assets, and global tax policies. Amid shifting global dynamics and the emergence of technologies such as AI, the wealth management ecosystem is undergoing a transformation. 

Huatai Private Wealth Management continues to strengthen the coordination of integrated, cross-border services while leveraging technology to actively incorporate AI innovations into wealth management operations, help our clients navigate market cycles, connect them with valuable resources, and foster sustainable prosperity.

This is a sponsored advertorial from Huatai International.