Kenny Ho

Examiner
DISC Type : cs

Independent Non Executive Director at Pico Group

United States

Overview

Kenny Ho is the Managing Partner of Carret Private and a Co-Founder of the Family Office Association Hong Kong. He has extensive experience in investment and wealth management from roles including Deputy Global Head of Investment Solutions at Julius Baer. He holds an MBA from The University of Chicago Booth School of Business.

He serves as an Independent Non-Executive Director at the Pico Group and is on the board of LUMEN CAPITAL INVESTORS in Singapore, contributing his expertise to corporate governance and strategy.

He was previously named "Wealth Manager of the Year" by Hubbis.

Personality Overview

Late Adopter

Overcautious

Status Quo Seeker

They do not like taking risks at all and go for proven options in the end.  The only way to convince them is by showing them examples and ample proof. They are always well-planned and adopt a systematic approach.

Topics They Care About

Family Office Strategy
As a Co-Founder of the Family Office Association Hong Kong, he is deeply involved in shaping the strategy and growth of family offices in the region.
Private Capital Markets
His role as Managing Partner at Carret Private Capital focuses on private market investments, indicating expertise in alternative assets and private equity.
WealthTech
Expressed excitement for the Endowus WealthTech Conference, showing a strong interest in technology's impact on wealth management and financial services.

Media Appearances

Kenny has no verified media appearances

Work History

11-2023
Independent Non Executive Director at Pico Group
11-2020
Co-Founder at Family Office Association Hong Kong
9-2019
Member Board of Directors at LUMEN CAPITAL INVESTORS - Singapore
10-2015
Managing Partner at Carret Private Capital Limited
8-2005 - 7-2015
Deputy Global Head of Investment Solutions Group at Julius Baer

Education

10-1991 - 6-1993
Master of Business Administration - MBA from The University of Chicago Booth School of Business

More Information

Social Presence :

Prographics :

Exp : 32 Location : United States Job Level : Senior Designation : Independent Non Executive Director at Pico Group
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Insights For Selling To Kenny

During A Call Or A Meeting

DO's

  • Be firm in your communication and stay in control
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Expect them to be slow and cautious, encourage them to ask more questions

DONT's

  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time
  • Avoid getting into storytelling mode, especially when they ask specific questions

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Kenny is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Kenny

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Kenny move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Kenny take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Kenny

Personality Compatibility


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