Venue
W Hong Kong
W Hong Kong, 1 Austin Road West Kowloon Station, Hong Kong

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Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Thu Sep 19 HKT (about 2 years ago)
In your timezone (EST): Wed Sep 18 8:40pm - Thu Sep 19 5:00am
Location W Hong Kong
1 Austin Road West Kowloon Station, Hong Kong
Region APAC
Details

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

Speakers

2019 Speakers

Aleksey Mironenko
Partner & Chief Distribution Officer, Premia Partners

Andrew Daniels
Senior Analyst, Equity Strategies, Manager Research, Morningstar

Angel Wu
Managing Director, Head of Product Management Group, Bank of Singapore

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

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

Donald Amstad
Chief Operating Officer - APAC Distribution & Head of Investment Specialists - Asia Pacific, Aberdeen Standard Investments

Entela Benz-Saliasi
Associate Professor, Dept. of Finance, HKUST

Harold Kim
Founder and Chief Executive Officer, Neo Risk Investment Advisors

Jacky Tang
Head of Portfolio Management Group Asia, Co-Head of Investment Strategy Group Asia, Goldman Sachs

Janet Li
Asia Wealth Business Leader, Mercer

Jean-Louis Nakamura
Chief Investment Officer, Asia Pacific - Chief Executive Officer, Hong Kong, Lombard Odier

John Robson
Chief Commercial Officer, Quantifeed

Louis Lu
Head of Quantitative and Alternative Investment Department, CSOP Asset Management

Michael Benz
Senior Advisor, Synpulse

Michael Levin
Head of Asset Management, Asia Pacific, Credit Suisse Asset Management

Richard Straus
Senior Managing Director, Head of Private Banking, EFG Bank

Ryan Lemand
Senior Executive Officer, ADSI & Global Head of Wealth and Asset Management, ADS Securities, ADS Investment Solutions

Silvio Struebi
Partner, Simon-Kucher & Partners

Simon Godfrey
Senior Vice President, Head of Products, EFG Bank

Simon Ree
Founder, Options Club

Stewart Aldcroft
Chairman, CitiTrust

Sunita Subramoniam
Vice President, Product Strategist - iShares, BlackRock

Terence Goh
Co-Founder & Chief Executive Officer, Bam Fintech

Tobias Bland
Chief Executive Officer, EIP

Tony Wong
Head of Intermediary Sales, CSOP Asset Management

Sponsors & Partners

2019 Sponsors

PLATINUM SPONSOR:
• Swissquote

GOLD SPONSORS:
• Premia partners
• Quantifeed
• ADS Investment Solutions
• Aberdeen Standards Investments
• CSOP Asset Management
• Neorisk

BRONZE SPONSORS:
• Morningstar
• Orbium