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Understand Investor's Behaviours 



Most investors mismanage their investment not just in a bear market, but a bull market too. Why is this so? There is a tendency investor’s first objective is to make “money”, instead of identifying “who they are?” - their investor’s profile type. Knowing your investment profile type, it will help each investor to make a more systematic approach and planning in achieving their goals. “Money” should be the end product of every investment process.


Before the profiling exercises, we will also be studying into the 3 investor’s character of the mass market. We will study into their psychology and their behaviour that attribute to the day-to-day market dynamic.  


Learning outcome:

  • Mass market behaviour of:

    • The greed

    • The fear and

    • The prideful

  • How to identify them? Who you are?

  • Avoiding the pitfall of the majority

  • Investor’s profiling exercise

  • The 4 investor’s profile type

  • Making investment’s plan and objective for each investor’s type


“Thanks for taking time out to share with us on the Psychology of High Net Worth Investors.

It is greatly appreciated and I have personally gleaned valuable insights from your talk.”

Chen Wai-Yin

AIA Personal Wealth Manager



"I am really humbled by the immense knowledge out there which I've yet to learn about finance and investment. Thank you for giving great insights into precision market entry and exit. I really like your delivery. Looking forward to learn more from you.”

Dr Sharon Loh




“Thank you for the very interesting lecture in Hong Kong last week on "Managing Volatility". I found it useful and enjoyed it.”

Gerard Millet, Chairman

Milma & Co. Ltd (Mergers & Acquisitions)

(Hong Kong)


“…conducting an outstanding presentation…response to the seminar was overwhelming with 130 participants. The content of the presentation carries high degree of practically. Feedback from our members throughout the seminar is positive and encouraging”

Mr Jack Cheung, CEO of Treasury Market Association

(Hong Kong)

Registration & more details:

Email us for more details

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