ARK Wealth Management, Noah Holdings' global wealth management platform for Chinese investors, hosted its Black and Diamond Client Summit Series event in Hong Kong. The summit focused on strategically adjusting asset allocation in response to a drastically shifting macroeconomic landscape. Over 20 industry leaders discussed global macroeconomic trends, digital asset investment strategies, and asset allocation in the new era.
Noah's 2025 CIO Report, previewed at the summit, emphasized the transition into a '3.0 era of global asset allocation.' CEO Zander Yin advised investors to focus on markets with positive beta, consider various asset classes, and adopt a bottom-line mindset for security. He also highlighted the importance of seizing structural opportunities created by emerging trends like AI.
Artificial intelligence was identified as a key sector for future growth, poised to create new tech giants and significant investment opportunities. Investing in U.S. index funds related to AI and data centers, whose demand is expected to triple over the next four to five years, were noted as beneficial. Digital assets are also anticipated to perform well over the next decade, entering new cycles driven by policy shifts and AI advancements.
The summit underscored the importance of long-term investments balanced with short-term opportunities, requiring thorough research into market demand, technological trends, and policy support. Noah is leveraging AI to enhance operational efficiency and service clients, aiming to optimize service quality and strengthen its product matrix for high-net-worth Chinese clients.
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