Techcombank, in partnership with international partners like Arton Capital and SI Group, organized a series of seminars specifically designed for Private clients who are entrepreneurs and investors owning large businesses in Vietnam.
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Experts share at the Wealth Management seminar. Photo: Techcombank |
Experts share at the Wealth Management seminar. Photo: Techcombank
According to a bank representative, in the context of a fluctuating global market, wealth management is not just about cash flow or investment returns, but also includes planning for the protection, allocation, and sustainable transfer of assets across generations and expansion into international markets.
At the event, Techcombank experts introduced a comprehensive wealth management roadmap, including financial goal planning, investment strategy development, and asset transfer plans for each life stage. This roadmap aims to help clients optimize profits, control risks, and ensure inheritance and sustainable development of their wealth across generations.
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Nguyen Thi Anh Nguyet, Senior Director of Financial Advisory and Customer Service introduces wealth management solutions. Photo: Techcombank |
Nguyen Thi Anh Nguyet, Senior Director of Financial Advisory and Customer Service introduces wealth management solutions. Photo: Techcombank
In parallel, Techcombank also introduced international money transfer solutions to support members in expanding their business operations overseas. Private members receive preferential exchange rates of up to 150 points when transferring more than 50,000 USD internationally via the Techcombank Mobile app.
In addition to financial solutions, the seminar also addressed the trend of business internationalization – a topic of interest to many Vietnamese entrepreneurs. Expanding operations abroad not only opens up investment opportunities but also helps businesses increase stability and adaptability to change.
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Leena Motwani, Vice President of Arton Capital, shares about global investment opportunities. Photo: Techcombank |
Leena Motwani, Vice President of Arton Capital, shares about global investment opportunities. Photo: Techcombank
According to experts, the trend of globalization and the need for overseas investment is increasing among high-net-worth individuals in Vietnam. Countries with developed economies, ideal living environments, and advanced education systems are becoming preferred choices.
Based on this reality, Techcombank connects clients with global partners like Arton Capital and SI Group to provide information, helping Private members access global investment opportunities and build long-term financial strategies.
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Phan Nhat Minh, Chairman of SI Group, shares solutions for business internationalization. Photo: Techcombank |
Phan Nhat Minh, Chairman of SI Group, shares solutions for business internationalization. Photo: Techcombank
A Techcombank representative stated that one of the important factors in wealth management is expanding business operations into the international market. Building a legal structure and operating a business in developed countries is considered a strategic preparation for long-term growth and sustainable inheritance.
Sharing after the event, Quang Minh, an import-export business owner, appreciated the seminar's content. "The useful, up-to-date information from leading experts in wealth management and business internationalization gave me a more comprehensive view of the market, thereby enabling me to make effective investment decisions," he said.
Nguyen Van Linh, Deputy Director of Techcombank's Retail Banking Division, said that in the coming time, the bank will continue to expand its ecosystem of solutions and exclusive privileges for high-end customers and their relatives.
"We want to accompany our customers in building and developing their assets, while opening up investment and business internationalization opportunities, contributing to the prosperity of each individual and the community," Linh said.
Minh Ngoc
