This is a sponsored article from Standard Chartered China.

Standard Chartered Bank held its “2025 Wealth Forum and Global Market Outlook” event on January 22 in Shanghai, coinciding with its launch of a new global wealth campaign under the overarching theme of “Now’s your time for wealth”. The event provided investors with comprehensive market insights and investment strategy guidance for the year ahead.

Insight-led Strategy to Seize Wealth Opportunities
Speaking at the event, Samir Subberwal, global head of wealth solutions, deposits and mortgages, and chief client officer at Standard Chartered Bank, highlighted the significance and relevance of the bank’s “2025 Global Market Outlook” to increasingly internationally-minded Chinese investors. He also emphasised the bank’s commitment to the China market and to providing high quality wealth solutions to its clients.

He stated: “The opportunity in China for us is huge given the wealth creation here. The clients here are increasingly looking for diversification across domestic and international markets and this is where our strength is.

“We are also launching our new brand campaign – Now’s your time for wealth. We are here to help you meet your wealth goals. These goals could be to grow your wealth, protect your wealth or pass your wealth to the next generation.”

Ethan Wang, head of investment strategy, wealth and retail banking, China, then presented the 2025 market outlook, entitled “Play Your Trump Card”《把握先机 智珠在握》. This offered attendees a thorough analysis of value-added investment opportunities and challenges in 2025 from a macro perspective across a wide range of markets and asset classes.

The “Trends, Principles and Tactics” of Wealth Management
Keeping to the core focus of this wealth management forum, “Now’s your time for wealth”, Richard Li, head of wealth and retail banking, China & deputy chief executive China, and group head of Global Chinese, delivered his keynote speech elaborating on the “Trends, Principles and Tactics of wealth management”. He shared his thoughts on the continuous evolution and exponential growth of wealth management. He stated: “The trends I focus on refer to the direction and pattern of change and development. In wealth management, they encompass the economic cycles of the external environment, the life cycle of individual investors at different stages of their life, and the psychological make-up and development cycle of each individual.

“Besides these three cycles, some new trends are also worth noting, such as the reshaping of investors’ assessment of value, based on the quality of products and services; the increasing demand for inheritance-related advisory due to the retirement of the first generation of entrepreneurs; and the growing emphasis of high-net-worth individuals on spiritual and emotional needs.”

Li added that “Principles refer to the rules, laws or tenets which provide us with a clear direction and a solid foundation in life.” He noted that Standard Chartered adheres to the core principle of “people-oriented wealth management” and follows three basic principles: overall financial planning, diversified asset allocation, and regular portfolio reviews.

The term “Tactics”, he said, refers to specific methods and means of providing wealth management services. “At Standard Chartered we adhere to the concept of being what we call “Trusted Advisors” to our clients,” he said. “This means we fully integrate our understanding of both the market and our clients’ needs; we offer them the benefits of the bank’s open architecture product shelf; and we offer these in combination with opportunities in sustainable investment to tailor wealth management solutions for individual clients.”

“Now’s Your Time for Wealth”
Li also noted that an ever-changing external environment will combine with clients’ ever-evolving demands to mean effective wealth management will always be a vibrant and dynamic process. “In this light,” he said, “The ‘Trends, Principles and Tactics’ of wealth management that we are presenting today are a brand-new interpretation for today’s era embodied in Standard Chartered’s ‘Now’s your time for wealth’”.

“We believe that we are witnessing once-in-a-century changes and that a new cycle has arrived. The time to embrace this new era of wealth management is right now!”

Subsequently, Samir Subberwal, Richard Li and David Leung, jointly announced the official launch of the Group’s wealth campaign “Now’s your time for wealth” in China.

Guided by “Now’s your time for wealth”, they said, Standard Chartered Bank will be driven by market insights and guided by client needs. Leveraging the capabilities and advantages of the bank’s global platform, it will continuously provide insights across all markets and asset classes. They also pledged similarly continuous investment in the bank’s multi-dimensional service system to help clients to build a stable core portfolio, to withstand the effects of market cycles, and to seize every available opportunity.
 

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Important Notice

1. The information at this event did not constitute an offer or invitation to buy or sell any financial products, nor did it predict future possible changes in interest rates, exchange rates or other parameters or elements, or state that any future changes will not exceed the scope of this explanation. Past performance is not indicative of future performance; value, price or investment returns may rise or fall.

2. The content of this event did not take into account the specific investment objectives, financial situation or specific needs of any particular individual or group. Our bank neither recommends the products mentioned in this event to any specific individual or group, nor makes any express or implied representations or warranties regarding any attributes of the products. Under no circumstances does it constitute or should it be regarded as a recommendation or investment advice by Standard Chartered Bank for any such products.

3. “Our bank”, “Standard Chartered” or “Standard Chartered Bank” all refer to Standard Chartered Bank (China) Limited.

This is a sponsored article from Standard Chartered China.