Tilney and Infinity: Award-Winning Investment Management

Date/Time
Date(s) - 27/09/2018
11:30 am - 2:00 pm

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Location
The Reverie Saigon

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Event Description

Join us to find out how working with an award-winning investment management firm will help you achieve your financial goals.

When it comes to your finances, you need a wealth manager that you can trust completely – with your money as well as your financial future.

Infinity Financial Solutions, a leading financial services firm in Asia, invites you to learn what it’s like to have your money managed by an award-winning investment management team renowned for the quality of their expertise and research. Join us for a presentation by Mark Ommanney, Director of Business Development at the Tilney Group, who will explain what sets them apart as a top-tier wealth manager.

After the presentation, you’ll have the opportunity for a Q&A and to have your questions answered by the experts.

Agenda

11:30 AM Registration
12:00 PM Lunch is served
12:30 PM Presentation, followed by Q&A
02:00 PM Event ends

Costs

AmCham Members: free admission | Non-members: VND 150,000

Reservations/cancellations must be received by 24 hours before the event, and must be made on-line, by email, or by fax. We are unable to accept reservations/cancellations by telephone.

Speakers

Trevor Keidan
Managing Director – Infinity Financial Solutions

Trevor is a founding partner of Infinity Financial Solutions, a leading provider of financial services spanning across Asia. The company was founded in 2004 to offer a client-focused approach to financial planning, delivering quality independent advice and effective wealth-management solutions. Trevor holds various qualifications ranging from the Hong Kong CIB and SFC, the Chartered Insurance Institute in the UK as well as other regional financial planning qualifications.

Mark Omanney
Director of Business Development – the Tilney Group

Mark has spent over 35 years in the Financial Services Industry.

His career started in 1975 as a Financial Consultant, followed by Branch Manager and ultimately Sales Director with the international financial services company, Sun Life of Canada.

In 1999, with the gradual closure of Sun Life of Canada in the UK, he left to develop a technology company, IBNet, which he subsequently floated on the UK AIM market.

In 2003 he returned to Financial Services as Chief Executive of the Life Insurance Association. Following its merger with the Society of Financial Advisers, this became The Personal Finance Society, the Professional Body for Financial Advisers in the UK, where he remained as CEO.

In 2008 Mark was approached to join Tilney in order to develop their relationship with professional IFA firms who were looking to outsource their investment management. His main focus now is working with offshore IFA firms that look after the ex-pat community.

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