Improving Wealth Allocation Strategies for the New Era of Investing.com

HONG KONG, January 17, 2025 /PRNewswire/ — Noah Holdings (NYSE:) Limited’s (“Noah” or the “Company”) (NYSE: NOAH, HKEX: 6686) newly launched global wealth management platform for global Chinese investors, ARK Wealth Management, held its latest Black and Diamond Client Summit Series event in Hong Kong on From January 13 to 15, 2025: ARK Hong Kong New Year’s Special Summit.

When the macroeconomic landscape changes drastically, it becomes increasingly important to strategically adjust asset allocation. Noah’s Black and Diamond Client Summit Series has been held for fifteen consecutive years, establishing itself as the Company’s flagship annual event and key client engagement platform offering deep insights into macroeconomic trends and forward-looking asset allocation strategies.

Noah recently launched a comprehensive upgrade of its internationally focused brands: ARK Wealth Management, Olive Asset Management and Glory Family Heritage. This initiative aims to provide outstanding wealth management, asset allocation and end-to-end service solutions for high net worth Chinese clients worldwide. ARK Wealth Management will continue this tradition of hosting this leading annual event.

The summit was attended by over 20 industry leaders, including experts in global macroeconomics, digital assets, asset allocation and wealth inheritance. They participated in a discussion on pressing topics such as global macroeconomic trends, digital asset investment strategies and asset allocation in the new era. In addition, attendees received an overview of the deep insights into asset management outlined in Noah’s 2025 CIO Report.

During his address at the summit, Zander Yinco-founder and CEO Noah Holdingsstated, “Wealth management has entered a new cycle. Looking back at the evolution of wealth management in China since 2000, we can clearly see the transition from the non-standardized, product-oriented 1.0 era to the standardized 2.0 era. Driven by changes in the global economic landscape, we are now officially entering Era 3.0 of global asset allocation.”

“Investors should focus on markets with positive beta, taking into account the various asset classes available and their performance metrics. It is also essential to adopt a bottom-line mindset to establish a secure foundation and fundamental support.”

Mr. Yin further emphasized: “As changes in the economic cycle reshape the landscape of wealth distribution, investors must advance their understanding to take advantage of the structural opportunities created by emerging trends such as artificial intelligence while simultaneously managing risk. Financial institutions should also move away from traditional thinking and adopt a holistic approach to client accounts, increasing engagement and truly prioritizing client needs to improve asset allocation capabilities.”

Macroeconomic Trends: Navigating the New Global Landscape

At the summit, Michele Wuckerthe author The Gray Rhino: How to recognize and act on the obvious dangers we ignoregave a keynote speech in which she shared her outlook for 2025 and emphasized the urgent need for proactive risk management in light of significant global challenges. She emphasized that although many see crises as threats, they can also represent opportunities for innovation and investment. She encouraged participants to embrace creative destruction. Wucker highlighted critical issues such as climate change, geopolitical tensions and the implications of artificial intelligence on labor markets. She called on companies to recognize these challenges as catalysts for change and innovation, not as obstacles. The speech concluded by urging investors to adopt a long-term perspective, focusing on diversification and strategic responses to effectively navigate the complexities of the current economic landscape.

During a panel discussion on global macroeconomic trends in 2025, panelists addressed pressing climate change issues, investment strategies and implications OUR policy changes under the new Trump administration. Panelists highlighted the urgent need for global action to reduce emissions and adapt to climate impacts, stressing that both governments and individuals share responsibility. They discussed the challenges insurance companies face in covering claims from natural disasters and emphasized the importance of resilience measures for future protection. Investment strategies were also a focal point, with each speaker recommending diversification across asset classes and geographic regions to overcome uncertainties. The panel concluded by exploring the opportunities in AI and digital assets, arguing for a thoughtful approach to investing in these rapidly evolving sectors. Overall, the discussion highlighted the need for proactive measures in environmental management and financial planning to effectively respond to future challenges.

Opportunities in a new era: AI and digital assets in a global macroeconomic context

The summit emphasized the importance of prioritizing long-term investments while balancing short-term opportunities through thorough research into market demand, technology trends and political support. Assessing the financial health of the company, the management team and the competitiveness in the market is essential to maximize the return on investment.

AI has emerged as a key sector for future growth. Drawing parallels with past technological advances, AI is poised to create a new class of tech giants and significant investment opportunities. Investment in OUR AI-linked index funds offer investors a way to take advantage of growth and technological advances. Furthermore, data centers are critical infrastructure for the continued development of artificial intelligence. Demand for these facilities is expected to triple over the next four to five years, creating investment opportunities within the supporting infrastructure sectors.

As traditional financial systems and the global trade order are transformed, digital assets are becoming increasingly important as their regulatory frameworks gradually become clearer. In 2025, digital assets are expected to enter two new cycles: one driven by new policies from the incoming Trump administration, and the other driven by advances in artificial intelligence that will combine to create new opportunities. Supported by new policies and technological developments, digital assets are expected to perform well over the next decade, becoming a key sector for future asset allocation.

In line with these trends, Noah has been steadily investing in technology over the past few years. The company uses AI to improve operational efficiency and deliver customer service to the highest standards. Going forward, Noah will continue to optimize service quality and content while simultaneously strengthening its product matrix to provide high-quality personalized wealth management services that support sustainable growth and wealth inheritance for Chinese high-net-worth clients.

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About ARK wealth management

ARK Wealth Management is a leading provider of global wealth management services under Noah Holdings Limited (NYSE: NOAH, HKEX: 6686). ARK Wealth Management provides one-stop financial services for globally wealthy Chinese families and institutions. With a client-centric philosophy that emphasizes independence and professionalism, ARK Wealth Management consistently innovates its product and service offerings to meet the growing needs of its clients, providing sophisticated wealth management strategies with the aim of becoming the preferred wealth management platform for global Chinese investors.

ARK Wealth Management is currently closed 8.7 billion dollars in assets under advisement (AUA). With service centers in multiple countries and regions, ARK Wealth Management’s team of over 140 global investment advisors is focused on providing customized, localized financial services to clients.