Elevation Talks: Building an investment strategy for the super rich

Thạch Lam |

Elevation Talks, a series of events jointly organized by BIDV and Dragon Capital, was born as a forum to connect intelligence and investment opportunities.

Chuoi su kien nay mang den khong gian trao doi thong tin thi truong chuyen sau va chien luoc dau tu hieu qua, tuong dong mo hinh cac cau lac bo dau tu danh tieng tren the gioi. Anh: BIDV
This series of events provides a space for exchanging in-depth market information and effective investment strategies, similar to the model of prestigious investment clubs around the world. Photo: BIDV

In the context of global economic fluctuations, the Vietnamese super-rich are increasingly asserting their position on the world financial map. According to Knight Frank's report, by 2028, the number of super-rich people in Vietnam will reach 978 people, about 30% higher than in 2023 and in the top 5 fastest growing in Asia - Pacific, ahead of Korea, Hong Kong, and Singapore.

Grasping this trend, BIDV - the largest commercial bank in Vietnam by assets, and Dragon Capital - the fund management company with the largest total assets under management in the Vietnamese market, have jointly launched a series of unique investment events, Elevation Talks.

Since its inaugural event in November 2023, Elevation Talks has attracted the attention of investors, with over 100 guests attending after a year of implementation. The event is designed specifically for individual investors, business owners with large assets, who are constantly looking for opportunities to increase the value of their assets and expand their network of relationships.

Events for the super rich

Elevation Talks are held quarterly, with a limited capacity of 10 to 15 guests per event. The intimate format at luxurious locations not only ensures privacy but also creates an ideal space for exchanging, connecting and sharing valuable investment experiences.

This model has many similarities with prestigious investment clubs for the super-rich around the world, such as Tiger 21 in the US or Mandala Club in Singapore, where members enjoy exclusive access to information and connections with individuals of the same class.

Insightful information, creating sustainable value

At Elevation Talks, leading economic experts provide in-depth analysis of the domestic and international macroeconomic context, helping guests grasp key factors affecting financial markets and make accurate forecasts.

In addition, guests will also have access to optimal investment strategies across asset classes, tailored investment solutions to each individual's specific needs and tastes, as well as potential investment opportunities to optimize investment efficiency and develop sustainable assets.

In particular, financial consultants will share optimal asset management and protection solutions, helping investors develop and preserve sustainable assets.

Moi su kien duoc to chuc gioi han tai cac khong gian rieng tu, sang trong. Anh: BIDV
Each event is held in a limited number of private, luxurious spaces. Photo: BIDV

Elevation Talks is an exclusive privilege for BIDV Private customers. Launched in 2021, BIDV Private Banking is a premium banking service that provides personalized products and services for customers with high assets (over one million USD).

Including asset management solutions and financial and non-financial needs such as investment, inheritance planning, real estate, tax services, residency procedures, luxury lifestyle...

BIDV was honored by The Asian Banker as the bank with the best Private Banking Service in Vietnam for 2 consecutive years with a global partner ecosystem, international standard model, diverse and specialized product and service portfolio and the number 1 class privileges in the market.

With the mission of setting new standards in the premium Personal Banking industry, BIDV Private Banking is committed to accompanying customers on the journey of creating limitless achievements.

Thạch Lam
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