Conrad Hong Kong
Conrad Hong Kong, 88 Queensway, Admiralty, Hong Kong

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Event Date Tue Oct 22 HKT (about 2 years ago)
In your timezone (EST): Mon Oct 21 8:40pm - Tue Oct 22 5:00am
Location Conrad Hong Kong
88 Queensway, Admiralty, Hong Kong
Region APAC

We Look forward to welcoming you to this one-day forum.

It will explore the future challenges and opportunities facing private banks and wealth managers today. We will discuss the vision for the future. And how the industry will evolve in the age of digital advancements and changing client expectations.

It’s a great opportunity for you to share best practices, network and meet peers, learn new thinking and explore the latest trends from our inspiring and insightful speakers.

The event is specifically for senior management, product / fund gatekeepers and relationship managers - working at local and international Private Banks, Retail Banks, IFAs, Insurance Companies, Single and Multi-Family Offices, and other Independent Wealth Management Firms.

Key elements of the event –
• A unique get-together enabling delegates to meet with 250+ leading wealth management practitioners
• An unprecedented opportunity to hear from more than 30 local and international speakers who are experts in this space
• 7 focused 10-minute presentations
• 4 Panel discussions
• 4 workshops
• Get CPT


2019 Speakers

Aleksey Mironenko
Partner & Chief Distribution Officer, Premia Partners

Bonny Tse
Director of Sales & Distribution, Asia, EFG Asset Management

Brad Thompson
President, Fidelity Settlements

Chi Man Kwan
Chief Executive Officer & Founder, Raffles Family Office

Christophe Numa
Director, Bunker Gold & Silver

Clifford Ng
Partner (Hong Kong), Zhong Lun Law Firm

Damian Hitchen
CEO Singapore, Swissquote

David Lai
Partner & Co-Chief Investment Officer, Premia Partners

David Varley
Chief High Net Worth Officer, Hong Kong, Sun Life Financial

David Wills
Managing Director, Kenetic

Dhiraj Bajaj
Head of Asia Credit, Fixed Income, Lombard Odier

Dominic Bokor-Ingram
Emerging Markets CIO / Portfolio Manager, Fiera Capital

Evrard Bordier
CEO and Managing Partner, Bordier & Cie

Gary Dugan
Chief Executive Officer, Purple Asset Management

Harmen Overdijk
Founding Partner, Capital Company

James Russell
Managing Director, Hong Kong, Equiom Group

Jeffrey Lee
Partner, Charles Russell Speechlys

Jennifer Lai
Managing Partner, Head of North Asia, Henley & Partners

Jessica Cutrera
Founding Partner, Capital Company

Joe Alim
Director for Greater China, Cult Wines

John Ashwood
Managing Director, ZEDRA

Jonathan Tang
Director, Henley & Partners

Joshua Rotbart
Managing Partner, J. Rotbart & Co.

Keith Wong
Chief Executive Officer, Winland Wealth Management

Kenneth Ho
Managing Partner & Founder, Carret Private Capital

Kevin Lee
Partner, Stephenson Harwood

Marcus Hinkley
Head of Private Client Services - Asia, Hawksford

Philipp Piaz
Partner, Finaport

Robert Petty
Co-Founder Clearwater Funds, Co-CEO and Co-CIO Fiera Capital (Asia), Clearwater Funds

Salomon Wettstein
Managing Director, Partner, Synpulse

Stephanie Almeida
Trust Manager, Hawksford

Tariq Dennison
Investment Advisor, GFM Asset Management

Tim George
Partner, Withers

Tom Curtis
Investment Consultant, Principal, Mercer

Tony Wong
Head of Intermediary Sales, CSOP Asset Management

Vincent Au
Managing Director, Head of Investments, ALPS Advisory

Xavier Burkhardt
Head of Distribution Asia (ex-Japan), Lombard Odier

Sponsors & Partners

2019 Sponsors

• Swissqoute
• Premia Partners
• Henley & Partners
• Lombard Odier

• LeonTeq
• Hawksford
• Fiera Capital
• Axial
• EFG Private Banking

• Trident Trust
• Global Precious Metals
• Sun Life Financial

• Butterfield
• Bunker Gold and Silver
• CSOP Asset Management
• J.Rotbart & Co
• Expersoft
• Sovereign
• Cult Wines
• Bank of Singapore
• Kenetic
• Principal
• Samsung Asset Management
• CM