Venue
Mandarin Oriental, Hong Kong
Mandarin Oriental, Hong Kong, 5 Connaught Road, Central, HongKong

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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
Details

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

Speakers

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

Sponsors & Partners

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