It is that time of the year again, when the days somehow move faster, the calendar fills with holiday trips and gatherings, and we begin to ask ourselves: How has this year been for me?Did I live [...]

As I embarked on my next career journey, the big question was, “Could I find a path that would allow me to make a meaningful impact on the lives that I serve?” My career began in corporate [...]

Can AI Replace a Human Adviser? Artificial intelligence (AI) tools like ChatGPT are increasingly capable of analysing financial data, generating reports, and answering complex questions in [...]

我经常前往中国，与各类金融机构交流，并分享在当今市场中应如何提供理财建议。在最近一次前往广州的行程中，我有机会与多家金融机构交流，同时也与政府官员进行了会面。  有趣的是，我抵达的当天，中国股市大幅上涨，受到政府财政刺激政策的推动。由于中国市场经历了三年的低迷，金融机构忙于为不想错过这波反弹的投资者执行交易，大家都认为市场反弹终于来了。  [...]

The Human Side of Advisory: Providend Client Advisers on Their Ikigai We invite our very own Client Advisers to share what it means to live a good life, incorporating the concept of Ikigai and [...]

Welcome to the final episode of our miniseries on Finding Your Ikigai, where we invite a series of guests to explore what it truly means to live a good life, incorporating the concept of Ikigai [...]