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17
7月 2025
(星期四)

講座: 關稅變局的投資策略及 2025 年下半年市場展望 (2025年7月17日)

相关学科
投资管理
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日期及时间
2025年7月17日 (星期四)12:30 - 13:15 免费
活动形式
网上参与
讲者
  • Dr Paris Yeung (Chief Executive Officer, Institute of Financial Planners of Hong Kong) ;
  • Mr Ferrix Lau (Programme Director, College of Business and Finance, HKUSPACE )
Dr Paris Yeung

Dr Paris Yeung

楊偉雄博士現時是香港財務策劃師學會的行政總裁，他在香港及澳門擁有超過40年的銀行業經驗。歷任恒生銀行、大新銀行、招商永隆銀行及集友銀行的高級管理層。他曾獲香港金融管理局和保險業監管局批准擔任負責人員及主管人員，並於2022年至2024年期間擔任澳門匯業銀行執行董事兼行政總裁。 楊博士在財富管理和資產管理方面擁有豐富經驗，包括管理客戶投資組合的投資回報分析、內部控制及監管要求合規等。他曾是信貸委員會的核心成員，負責審查和批核企業及商業貸款，同時也是資產負債委員會成員，負責監督投資和財資部門。當他在澳門開展私人銀行和家族辦公室業務時，他帶領產品團隊硏發投資紅酒和葡萄酒指數的私募基金予私人銀行高端客戶。並曾主理招商永隆銀行推出業界首創的紅酒貸款業務。 楊博士獲得香港理工大學工商管理博士學位。他是香港會計師公會會員（非執業）、英國特許會計師公會資深會員，香港銀行學會資深會員、香港證券及投資學會資深會員。並擔任香港會計師專業協會副會長。

Mr Ferrix Lau

Mr Lau has over 10 years’ teaching experience in business, accounting and finance modules at tertiary level. He teaches Financial Analysis, Financial Risk Management, Quantitative Analysis, Financial Accounting, Cost and Management Accounting as well as Corporate Governance. Moreover, he is a co-author of a Statistics book, Quantitative Analysis for Professional Studies and Projects. Furthermore, he has strong interests in the areas of Statistical Analysis, Quantitative Finance and Machine Intelligence. Mr Lau has earned a Bachelor's Degree in Social Science from The Chinese University of Hong Kong, major in Economics and minor in Computer Science. Besides, he holds a Master's Degree in Business Administration with Distinction from The University of Hong Kong, concentrating on the theme of Accounting Control and Financial Management.

查询
2867 8468 (cfp@hkuspace.hku.hk)
相关课程
Advanced Diploma in Financial Planning

In this webinar, Dr. Paris Yeung and Mr. Ferrix Lau will explore investment strategies amid shifting tariff policies and economic uncertainties. Gain insights into enterprise risk management and discover how businesses and individuals can plan financially amid evolving opportunities in China and emerging markets. Session conducted in Cantonese via Zoom.

RECOGNITION OF HKU SPACE’S
IFPHK REGISTERED PROGRAMMES IN FINANCIAL PLANNING

HKU SPACE is fully registered and approved by the Institute of Financial Planners of Hong Kong (IFPHK) to offer programmes in Financial Planning. The Diploma in Financial Planning is an exit award of the Advanced Diploma in Financial Planning programme and meets the education requirement of IFPHK to sit for the ASSOCIATE FINANCIAL PLANNERTM (AFP®) and CERTIFIED FINANCIAL PLANNERCM (CFP®) certification examinations. The Advanced Diploma in Financial Planning allows students to apply for entry into Year 3 of Edinburgh Napier University’s Bachelor of Arts (with Honours) in Financial Services programme.

The Institute of Financial Planners of Hong Kong Limited (IFPHK) was established in June 2000 as a professional self-regulatory body to benefit the public by fostering the highest professional standards in personal financial planning. IFPHK has been authorized by the Financial Planning Standards Board Limited to be the sole licensing body for issuing the AFP® and CFP® marks in Hong Kong and Macau.