AIMA APAC invites you to join our AIMA Hong Kong Fund Manager Briefing on Wednesday, 16 April 2025.

Separately managed accounts (SMAs) have seen a remarkable rise in today's market environment, capturing the attention of both high-net-worth and institutional investors. Their flexibility, transparency and ability to align with personal or institutional goals make them an increasingly attractive alternative to traditional pooled vehicles like mutual funds and exchange-traded funds (ETFs).

• Increasing Demand for SMAs: We will discuss the rising interest in SMAs and share insights from a due diligence perspective.
• Pros and Cons of SMAs: Our panellists will weigh the benefits and challenges associated with SMAs, providing a comprehensive view.
• Legal and Tax Considerations: Gain a deeper understanding of the legal and tax implications involved in managing SMAs.
• Compliance Considerations: Learn about the regulatory landscape and best practices for ensuring compliance with SMAs.

Speakers:

• Michael Bugel, Managing Director, Co-head of APAC, AIMA
• Philippa Allen, Managing Director, Regulatory Compliance, Asia, IQ-EQ
• Kylee Zhu, Counsel, Linklaters
• Matthew Zayco, Associate Director, Capital Consulting, Global Markets Financing, APAC, UBS

This session is open to fund managers and allocators only. Should you meet the requirement and would like to register, please email us here. 

Sponsored by: