Sin Ting So

At the Wealth Management Institute (WMI)'s Global-Asia Family Office Summit last month, WMI Chairman and GIC CEO Chow Kiat Lim shared the key principles for stewarding capital across generations, including clarity of purpose, diversification, granularity, agility, and robust partnerships. He also spotlighted WMI's new research on succession planning, including philanthropy's role as a bridge-builder across generations.   During a panel on geoeconomic diversification, GIC Group Chief Investment Officer Bryan Yeo discussed the evolving opportunity set across the AI value chain, fiscal sustainability as a key macro risk to watch, and the importance of adopting a more granular approach to asset allocation.   Read Chow Kiat's speech on #GICThinkSpace: https://lnkd.in/gp7KUJEX #GIC #GICSG #investing

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UBP - Union Bancaire Privée Hong Kong hires Greater China trio from BOS and Citi. https://lnkd.in/gUV2aGZW The Swiss private bank has recruited a team head and two relationship managers as Hong Kong boss Teresa Lee continues to grow her army of bankers. #ubp #privatebank #peoplemoves #hongkong #asia

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We’re pleased to announce that MOCA, SAND, and EDU tokens are now available for Bullish’s Hong Kong customers. Operating under its Hong Kong Securities and Futures Commission (SFC) licenses, Bullish is the first SFC-licensed exchange in Hong Kong to support the trading of these tokens. Details: https://lnkd.in/gKDwtcDR

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With the 32nd CITIC CLSA Investors’ Forum moments away, Shaun Cochran, Head of Research at #CLSA on Bloomberg TV today provided his views on China’s stock rally driven by two key drivers: cheap valuations and the rapid rise of DeepSeek — underscoring China’s growing role as a fundamental player in global tech. Building on the AI theme, Shaun highlighted a recent report from CLSA “Tokens Tale” containing a framework projection for AI compute. Today, AI models consume one quadrillion tokens each month. Our analyst projects that could rise to 80 quadrillion a month driving both huge opportunities and volatility in AI stocks. With GPUs expected to deliver 27x efficiency gains and smarter algorithms reducing token use, the AI journey is only just beginning. AI is a key theme at the 32nd CITIC CLSA Investors’ Forum. Catch Shaun’s full insights on Bloomberg TV: https://lnkd.in/gfmhNR82 #CLSANews #CLSAInsights #CITICCLSAForums #CITICCLSAInvestorsForum #CITICCLSAIF25

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📚 𝗔𝗹𝘁𝗲𝗿𝗻𝗮𝘁𝗶𝘃𝗲 𝗔𝘀𝘀𝗲𝘁 𝗧𝗵𝗲𝗺𝗲𝘀 — 𝗧𝗵𝗲 𝗡𝗲𝘄 𝗣𝗹𝗮𝘆𝗯𝗼𝗼𝗸 𝟮𝟬𝟮𝟱 𝘋𝘰𝘸𝘯𝘭𝘰𝘢𝘥 𝘔&𝘈 𝘗𝘳𝘰𝘮𝘱𝘵 𝘗𝘢𝘤𝘬 👉 https://lnkd.in/gvgqNTXe ✅ 𝗪𝗵𝗼’𝘀 𝗶𝘁 𝗳𝗼𝗿? • LPs, family offices, institutional allocators seeking diversification. • PE/VC investors assessing secondaries, credit, or niche growth opportunities. • Asset managers and advisors evaluating thematic allocations. ✅ 𝗪𝗵𝗮𝘁’𝘀 𝗶𝗻𝘀𝗶𝗱𝗲? • 4 central themes shaping alternatives in 2025: PE rebound, private credit growth, sports/AI/entertainment innovation, and structural market shifts. • Macro lens on trade, tariffs, deregulation, and Fed policy — and how these impact entry points, valuations, and liquidity. • Case for alternatives as portfolio ballast: diversification, risk premium capture, downside protection. ✅ 𝗣𝗿𝗼𝗰𝗲𝘀𝘀 𝗶𝗻 𝟯 𝗺𝗶𝗻𝘂𝘁𝗲𝘀: • 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗘𝗾𝘂𝗶𝘁𝘆: Lower valuations + easing rates set the stage for mid-market buyouts, growth equity, VC, and secondaries. • 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗖𝗿𝗲𝗱𝗶𝘁: Resilient income potential across cycles; asset-backed lending expected to expand. • 𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝗼𝗻: New channels — AI, machine learning, healthcare, sports & live entertainment. • 𝗦𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗮𝗹 𝗦𝗵𝗶𝗳𝘁𝘀: Secondaries, democratization of access, and regulatory change widening investor participation. ✅ 𝗞𝗲𝘆 𝗱𝗮𝘁𝗮 𝗽𝗼𝗶𝗻𝘁𝘀: • ~$3.2T in unsold PE assets sitting in GP portfolios. • PE deal activity up 22% YoY in 2024; IPOs surged 38%. • Secondaries volume reached ~$160B in 2024 (vs. $108B in 2022). 💡 𝗪𝗵𝘆 𝗶𝘁 𝗺𝗮𝘁𝘁𝗲𝗿𝘀 Alternative assets are positioned to provide both diversification and return potential in a year defined by policy shifts, lingering inflation, and persistent volatility. For allocators, 2025 may be the moment to reassess exposure and seize entry points created by the reset in valuations. Credit: BNY #PrivateEquity #PrivateCredit #Alternatives #VentureCapital #AssetManagement #Investing — 💰 𝗠&𝗔 𝗥𝗲𝘀𝗼𝘂𝗿𝗰𝗲𝘀 - https://lnkd.in/gsvG2eDh  📊 𝗜𝗕 𝗗𝗲𝗰𝗸𝘀 𝗗𝗮𝘁𝗮𝗯𝗮𝘀𝗲 - https://lnkd.in/gJEGnBC7  📚 𝗣𝗿𝗶𝘃𝗮𝘁𝗲 𝗘𝗾𝘂𝗶𝘁𝘆 𝗖𝗼𝘂𝗿𝘀𝗲 - https://lnkd.in/gNNZBude —

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We are proud to have supported CITIC Securities International Capital Management, Eastfort Asset Management, GF Global Capital and Huatai International Financial Holdings Company Limited with their first cross-currency repurchase agreements (repo) using Northbound Bond Connect holdings as collateral. We have also helped our clients to reuse the bond collaterals during the repo period. We support the Hong Kong Monetary Authority (HKMA)’s efforts to improve the market-based mechanism for offshore RMB liquidity management, fostering investor participation. These enhancements follow the HKMA's introduction of allowing Northbound Bond Connect participants to use eligible onshore bonds as collateral to conduct RMB repo business in February this year. CLSA GF Securities (Hong Kong) Learn more about our Renminbi capabilities: https://lnkd.in/gc26UTJN

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The digital assets space is entering a new phase shaped by institutional capital, clearer regulation, and better market structures. In his latest article, Joshua Choo, Director, Wealth Advisory at Lighthouse Canton, shares how these shifts are changing the way Asian family offices engage with crypto. Rather than chasing short-term trades, many are focusing on regulated access points like ETFs, trusted custody solutions, and investment frameworks that mirror traditional finance. There is also a growing divide between UHNWIs and family offices when it comes to risk appetites, investment criteria, risk–return profiles, and the way UHNWI and family office investors make their investment decisions. As the market matures, these differences will shape allocation models and long-term participation in the ecosystem. Read the full article here: https://okt.to/zEciT3 Shilpi Chowdhary | Sanket Sinha, CFA | Prashant Tandon | Audrey Tang | Sunil Garg, CMT | Sumegh B. | Henrik Aslaksen | Charu Sheel Kunwar | Himangshu Baruah | Manas | Stella Lau | Amrit Singh | Dinesh Gogia | Antoine Bracq | Vijay Bhatia | Charlene Lin | Balaji Prasanna | Atul Bhardwaj | Ankit Shah

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“In private equity, the exit starts long before the deal closes.” Peter Tsang, Co-Chief Investment Officer of RCAF at The Riverside Company, shared how his team builds for success from day one — ensuring portfolio companies hit first-year forecasts, build market visibility early, and give future buyers no reason for surprises. He also left a powerful reminder for the next generation entering private equity: stay curious. Curiosity, he said, is what separates those who simply listen from those who uncover opportunity. Yesterday at our 8th Private Equity Forum in San Francisco - with Courtney McQuade. #MarketsGroupPE #PrivateEquity #Fundraising #AlternativeInvestments #InstitutionalInvesting #VentureCapital #SanFranciscoFinance Paloma Lima-Mayland Brandon Link Meghan Hazen Becky Christmas Francine Didziakas Cabanas Talita Quirino Victoria Cepeda James Garnett Shealyn Kennedy Felix Baker Katrina K. Victor B. Sarah Berry Courtney McQuade

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How are family offices navigating today’s complex investment landscape? In this AsianInvestor Wealth article, Ming Yan, Managing Director, shares her latest insights on the evolving investment strategies of Asian family offices and how our team is supporting them in overcoming today’s challenges. For the full article: https://ow.ly/9m3S50WNyvo

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