02.26 【UTOPIA Masterclass】Navigating the 2026 Economic Fog: Safeguarding Clients’ Wealth

As we enter 2026, the signs of an approaching economic storm grow ever clearer.

What clients truly need has never been just a single insurance policy, but in the guidance of a professional wealth management advisor with a comprehensive and strategic perspective.

Amid the turbulence, the question is: can you be the one to confidently steer your clients’ course?

UTOPIA proudly presents David, Wealth Management Associate Director, in a masterclass titled “Navigating the 2026 Economic Fog: Safeguarding Clients’ Wealth.”

This session will equip industry peers with actionable insights and strategies to navigate uncertainty.

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Seminar Highlights:

🔸 Risks & Opportunities — Identifying risks and positioning opportunities amid global economic volatility in 2026

🔸 Offense & Defense — Investment logic across equities, bonds, and funds in shifting markets

🔸 Principles & Practice — Core techniques in asset allocation and risk management

🔸 Shield & Spear — Coordinated strategies integrating insurance with diversified financial instruments

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The true value of an insurance professional lies in protecting clients against unforeseen risks and guiding them forward with confidence and stability through economic upheavals.

📌 This masterclass is free of charge. Register now and take the decisive step from great to excellent!

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Event Details:

Date: 26 February 2026 (Thursday)

Time: 20:00-21:00

Format: Online session

Language: Mandarin

Registration Deadline: 25 February 2026 12:00

(* Registration is not open to AIA agents. Please accept our apologies.)