The luncheon event of “Global Tax Planning and Fixed Income Wealth Management” jointly hosted by Delta Asia Financial Group, AP Family Office, and Seazen Resources Capital Group was successfully held on 8 March 2023 with nearly 30 clients attended.
The luncheon was commenced with Ms. Yvonne Tai, Acting Head of Wealth Management of Delta Asia Financial Group by introducing to the clients about the Group’s professional experience over the past 88 years in providing all-rounded services including banking, securities services, wealth management and international properties. Mr. Ben Au, Founder and CEO of AP Family Office shared strategies on global tax planning with case references. Mr. Leon Weng, Investment Director of Seazen Resources Capital Group also shared insights about fixed income wealth management. The experts’ sharing was very much enjoyed by the attending clients and fruitful discussions were generated throughout the luncheon.
The success of this event marked another big step forward in terms of tapping into wealth management businesses. As a professional and trusted business partner, Delta Asia will continue to grow along with clients to seize every investment opportunity.
