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Veritas

Events & Webinars

Join us for exclusive educational sessions and networking opportunities focused on transparent financial planning.

Featured

Financial Clarity Summit 2023

Date

June 15-16, 2023

Location

Hong Kong & Virtual

Join industry experts and thought leaders for our annual summit focused on transforming financial advice. Learn how transparency, accountability, and client-centered approaches are reshaping wealth management.

Upcoming Events

Webinar: Measuring What Matters in Financial Advice

How do you evaluate the quality of financial advice? This webinar explores frameworks for measuring advice outcomes beyond just portfolio returns.

Date

May 12, 2023

Time

7:00 PM HKT

Workshop: Creating Your Personal Financial Policy

A hands-on workshop guiding participants through the process of developing their own Financial Planning Policy, establishing clear rules and expectations.

Date

May 25, 2023

Location

Central, Hong Kong

Panel Discussion: The Future of Fiduciary Duty

Industry experts debate the evolution of fiduciary standards in financial advice and what it means for investors seeking truly client-centered guidance.

Format

June 8, 2023

Format

Virtual

Past Events

April 10, 2023

Webinar: The Simplicity Premium in Investing

An exploration of how simple investment strategies often outperform complex ones, with practical examples and implementation guidance.

Watch Recording →

March 15, 2023

Workshop: Behavioral Finance for Individual Investors

An interactive session examining how cognitive biases affect investment decisions and strategies to overcome these limitations.

View Summary →

February 22, 2023

Panel: Transparency Revolution in Financial Services

Industry leaders discuss how increased transparency is transforming client relationships and business models in financial advisory.

Watch Recording →

Request a Custom Event

Interested in a private workshop or presentation for your organization? We offer tailored educational events on financial planning and investment strategy.

Disclaimer

This website is owned and operated by Veritas Wealth Advisory, a Hong Kong-based wealth advisory firm. Our services are available to Hong Kong-based investors, excluding U.S. Persons.

Unless otherwise stated, all return figures shown are for illustrative purposes only, do not represent actual client or model returns, and are not indicative of future performance. Actual returns may vary significantly based on individual financial circumstances and market conditions. Investment involves risk, and the value of investments, as well as the income derived from them, may fluctuate and even become valueless.

Some statements on this website may be forward-looking and reflect current expectations or forecasts of future events. There is no guarantee that the conditions described will remain the same, and actual results may differ materially.

The information provided on this website is for informational purposes only and should not be construed as an offer, solicitation, or recommendation to buy or sell any investment product or participate in any advisory service. It does not take into account your individual investment objectives, financial situation, or specific needs. You should carefully consider whether any investment strategy or product is suitable for you and seek independent financial advice if necessary.

All advertisements and promotional materials on this website have not been reviewed by the Securities and Futures Commission of Hong Kong or any other regulatory authority.