Five Years of Unified Progress, Steadfast into a New Era | DH Wealth 2026 Annual Strategic Summit & Tri-Regional Team-Building Retreat Concludes Successfully

From 25 to 28 June 2026, the core leadership teams of DH Wealth from Singapore, Hong Kong, and Suzhou convened in Da Nang, Vietnam, for the 2026 Annual Strategic Summit under the theme “Five Years of Unified Progress, Steadfast into a New Era.” The gathering also marked the firm’s fifth anniversary. Senior executives and key personnel from the three regions came together to reflect on the company’s five-year trajectory, review annual operational performance, and consolidate strategic consensus—thereby galvanising momentum for high-quality development in the next phase of the Group’s evolution.

The Summit commenced with a keynote address by Mr. Hao Bo, Founder and Steward of DH Wealth, who delivered a comprehensive retrospective of the firm’s five-year journey, articulating its core developmental philosophy and founding principles. He underscored that the company has weathered multiple industry cycles—from early exploration to resilient breakthroughs—by steadfastly adhering to the guiding tenets of “pragmatism and unwavering execution.” Rejecting superficial scale expansion and eschewing speculative excess, every increment in growth and performance has been rooted in solid business fundamentals and tangible delivery. Recalling the challenging periods of market downturn, Mr. Hao noted that the team’s exceptional resilience enabled the Group to stabilise its operational base and strategically restructure its business portfolio, thereby consolidating its competitive edge amid market volatility. Concurrently, the firm has remained committed to building a professional and international platform that empowers employees to deepen their expertise and create sustainable value, fostering a symbiotic relationship in which the enterprise and its talent grow in tandem.

The Summit agenda encompassed key functional pillars, including investment research and portfolio construction, product operations, middle- and back-office infrastructure, compliance and risk management, distribution channels, and real-economy investment. Each business line head delivered a detailed annual review and strategic outlook. Among the highlights, Mr. Zhang Xiang, Group Chief Investment Officer, presented an overarching summary of the firm’s investment framework and cyclical asset allocation strategy. Situating his remarks within the current macroeconomic environment, he elaborated on the Group’s long-term investment philosophy and strategic positioning, reinforcing the research-driven foundation that underpins DH Wealth’s capacity to navigate market cycles with resilience.

Mr. Chen Zhi, Group Director of Investor Relations, reported on market operations, client servicing, and sector development. His presentation reviewed the year’s commercial achievements, mapped out existing competitive advantages and service architecture, and, in light of prevailing macro trends, shared the Group’s sector allocation logic and long-term growth opportunities. This ongoing effort continues to strengthen the firm’s high-net-worth client service capabilities and market operational excellence.

Mr.Gordon Fok, Group Executive Director, addressed middle- and back-office operational management, digital transformation, and business synergy. He reviewed the outcomes of the past year’s system upgrades and process optimisation, outlining the strategic vision for standardised operations, digital enablement, and new-category business development. These initiatives are designed to continuously refine the internal operating system, thereby providing robust infrastructural and institutional support for the Group’s scaled and stable expansion.

Mr.Gerald Chen, Group Head of Finance, delivered a dedicated session on regulatory compliance and enterprise-wide risk management, with reference to the Monetary Authority of Singapore (MAS) framework. He summarised the firm’s progress in compliance and risk control, articulating the principles underpinning the Group’s (regularised) and end-to-end compliance and risk governance. This relentless commitment reinforces the Group’s internationally compliant operational ethos and ensures the prudent, lawful conduct of all business activities.

(From left: Mr. Zhang Xiang, Mr. Chen Zhi, Mr. Gordon Fok, Mr. Gerald Chen)

Tangible Results Through Diligence, Renewed Vigour Through Deep Engagement. During the annual performance review segment, each regional division demonstrated robust synergy and delivered notable outcomes. As the Group’s global operational nerve centre, the Singapore headquarters provided strategic enablement across all business lines, driving a substantial increase in overall AUM, steady expansion of flagship core fund sizes, and a marked enhancement of the Group’s core asset-management competitiveness. The Hong Kong office, specialising in real estate asset management, leveraged its mature operational service framework to achieve exceptional market reception for its flagship products, effectively revitalising existing assets and reinforcing the Group’s stable income base. The Suzhou team continued to consolidate its onshore channel advantages, perfecting a full-service chain for high-net-worth clients while implementing an integrated business model with distinctive regional features. Concurrently, the Suzhou office actively participated in the Group’s real-economy investments, advancing the development of multiple industrial park projects across various regions, thereby fostering a virtuous cycle of synergy between financial investment and tangible economic development. Across all business units, orderly execution and diversified strategic deployment proceeded apace, with concurrent upgrades to professional expertise, internal governance mechanisms, and compliance and risk-control systems—further elevating the Group’s comprehensive operational strength and international competitiveness.

During the Summit, to further enhance team cohesion and dissolve geographical and hierarchical barriers, the company organised a series of team-building activities, including indoor thematic exercises and a beachside competitive challenge. Colleagues from the three regions collaborated closely in a spirited and engaging atmosphere, fostering communication and strengthening mutual rapport. These activities effectively bolstered team morale and collective resolve, vividly showcasing the united, enterprising, and dynamic ethos that defines the DH Wealth family.

The successful conclusion of this Annual Strategic Summit marks both a significant milestone in DH Wealth’s five-year development journey and a fresh starting point as the firm embarks on its next chapter. Five years on, our founding commitment remains unwavering, and our tri-regional family stands more united than ever. At this new juncture, DH Wealth will continue to uphold the core value of pragmatism—anchoring ourselves in professional excellence and navigating by the compass of compliance—as we press forward with conviction and steady progress along the path of high-quality development.