Yugi Lee, the Founder of Blackhorn, led the Investment Management Consulting team to provide a wealth management training to Diamond members of Life Artisan Club on 10th November, introducing Hong Kong’s independent wealth management business, private bank services, and how independent wealth manager can help providing comprehensive wealth management services to insurance clients.
More than 50 Diamond members participated in the training that day. After the presentation, there were group sharing conducted by each asset manager who shared their valuable experiences in serving insurance clients on wealth management.
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