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Event Date |
Wed Sep 27 HKT (about 1 year ago)
In your timezone (EST): Tue Sep 26 12:00pm - Tue Sep 26 12:00pm |
Location |
Mandarin Oriental, Hong Kong
5 Connaught Road, Central, HongKong |
Region | APAC |
The event will feature the half-day-plus format we introduced with great success in 2022 to deliver the most efficient and engaging agenda, discussions and networking
Very simply, the event will see 20-plus expert speakers look in-depth at the wealth management investment market, to understand more about how the mass affluent, HNW and UHNW clients are assembling their domestic, regional and global investment portfolios, and how the wealth management community is delivering its products and optimizing advice.
Key elements of the event:
• 6 specialist presentations
• 4 panel discussions
• A unique get-together enabling delegates to meet with 200+ leading wealth management practitioners from local, regional and international Private Banks, Independent Wealth Management Firms, Family Offices, IFAs, Securities Firms and digital wealth managers.
• An unprecedented opportunity to hear from more than 20 local and international speakers who are well-known experts in the Asian and indeed international wealth management, investment and wealth advisory & solutions community
• Networking coffee and refreshment breaks
• Lunch for those who wish to stay
• And…the event will qualify for 3.5 hours of CPD
2023 Speakers
Oi Yee Choo
CEO, ADDX
Elliot Andrews
Chief Executive Officer, Aspen Digital
Hanzhi Ding
CEO & CIO, BIL Wealth Management
Lemuel Lee
Managing Director, Head of Wealth Management Hong Kong, BNP Paribas
Jaye Chiu
Head of Investment Products & AdvisoryBank of East Asia
Jon Dingley
Head of Wealth, CBH Asia
Yi Wang
Managing Director and Head of Quantitative Investment, CSOP Asset Management
Kenny Ho
Managing Partner & Founder, Carret Private Capital
Wong Kok Hoe
Director of Marketing & Business Development (APAC), Chintai
Adam Cowperthwaite
Head of Markets, Citi Global Wealth APAC, Citi Private Bank
Rossen Djounov
Managing Director, Head of Asia, GAM Investments
Gregoire Mivelaz
Fund Manager and member of Atlanticomnium’s Management Committee, GAM Investments
Stephen Pau
Chief Investment Officer, HeFeng Family Office
Dr. Nick Xiao
Chief Executive Officer, Hywin International
Lasanka Perera
Chief Executive Officer, Independent Reserve
Timothy Tsang
Head of Investment Solutions and Deputy Head of Markets, Indosuez Wealth Management
David Friedland
Managing Director, Interactive Brokers
Elizaveta Gridneva
Global Prime Brokerage Sales, Interactive Brokers
Perry Tse
Sales Manager, Interactive Brokers
Anthony Chan
Chief Executive Officer, Isola Capital
Christophe Lee
Founding Partner, JP Asia Partners
Andrew Hendry
CEO Singapore and Head of Distribution, Janus Henderson Investors
Richard Clode, CFA
Portfolio Manager, Janus Henderson Investors
Sean Lawrence
Head of APAC, Kaiko
Jason Gibbons
Investment Director, Leo Wealth
Emmanuel Guillaume
Head of EAM Asia Pacific, Lombard Odier
Winston Jin
Head of Business Development, MFEXbyEuroclear
Kevin Zhang
Vice President, Derivatives Licensing and Thematic Indexes, MSCI
Isaac Poole
Global Chief Investment Officer Portfolio Manager, Oreana Financial Services
Colin Chau
Chief Investment Officer, Plutus Asset Management
Juan Aronna
Head, Investment Solutions and Products, RBC Wealth Management
Ivan Chang
Regional Manager, Institutional Business, Saxo
Martin W. Hennecke
Head of Asia Investment Advisory, St. James's Place
Stephanie Leung
Chief Investment Officer, StashAway
Luong Cong Minh
Head of Research, Vietnam Holding Asset Management
Keith Wong
Chief Executive, Winland Wealth Management
2022 Sponsors
PLATINUM:
• Janus Henderson Investor
• SAXO
GOLD:
• MFEXbyEuroclear
• GAM Investments
• LOMBARD ODIER
• Interactive Brokers
• Lumen Vietnam Fund
• ADDX
• MSCI
• Chintai
• SCOP
SILVER:
• wealtra
• Kilde
• H&P
• Marex
BRONZE:
• Mikro Kapital
• Wealth Dynamix