Virtual Summit

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Event Date Wed Oct 6 HKT - Fri Oct 8 HKT (13 days ago)
In your timezone (EDT): Tue Oct 5 9:00pm - Fri Oct 8 12:15am
Location Virtual Summit
Region APAC

"Powering a Sustainable Future: Ready, Set, Grow!"
A confluence of factors has led to profound changes in the private wealth management industry. Notably, Covid 19 has permanently changed clients' expectations and altered how wealth managers deliver services and advice to their clients.

New technology has demonstrated that it can be a disruptor, but also an enabler in offering highly customized banking and wealth management solutions. The accelerated digital transformation efforts of the past few years allowed the industry to improve resilience and effectiveness in the new operating environment amid the rising complexity of the service offering and regulatory pressure. On the other hand, the pandemic also underscored the value of human advice, particularly during periods of high market volatility.

The industry is now set to capitalize on new growth opportunities. First and foremost, the continuing liberalization of China's financial services sector allows Hong Kong to develop further as an international wealth management hub, and the Greater Bay Area represents unprecedented AUM gathering opportunities. The emergence of family offices and ESG also present firms that have the right operating and revenue model new opportunities to shine, while the rise of virtual assets highlights the need for industry to adapt and respond to a rapidly changing investment environment.

This event will attract over 800 industry professionals to attend, making it the important private banking event of the year in Hong Kong. It will feature a 3-day programme that focuses on the future blueprint of the Private Wealth Management industry. Through thought-provoking discussions and presentations, the speakers will discuss how firms can arrive at the right strategy to develop their business, reshape their existing operating models and build toward a sustainable future.


2021 Speakers


The Honourable Paul Chan Mo-po, GBM, GBS, MH, JP
Financial Secretary, The Government of the Hong Kong Special Administrative Region


Julia Leung, SBS, JP
Deputy Chief Executive Officer and Executive Director, Intermediaries, Securities and Futures Commission

Arthur Yuen, JP
Deputy Chief Executive, Hong Kong Monetary Authority


Nicolas Aguzin
Chief Executive Officer, Hong Kong Exchanges and Clearing Limited


Raymond Ang
Global Head, Affluent Clients, Private and Priority Banking, Standard Chartered Bank

Ella Arwyn Jones
Editor, FinanceAsia

Sebastian Brinkmann
ESG Strategist, FE fundinfo

Steven Carroll
Head of Sales Strategy & Execution, Wealth & Investment Solutions, Refinitiv

Gordon Crosbie-Walsh
Chief Executive Office, Asia, EquitiesFirst

Michael Dennis
Managing Director, APAC Head of Alternatives Strategy & Capital Markets, BlackRock

Jame DiBiasio
Founder & Editor, DigFin Group

Paul Dou
Head of Asia Pacific Private Equity and Real Estate, Citi Private Bank

Ofer Halevi
Head of Platform Strategy, Design, and Platform Solutions Group, Asia Pacific, Credit Suisse

Sumit Indwar
Partner and Head of Financial Regulation Group Hong Kong SAR, Linklaters

Mario Knoepfel
Head, Sustainable Investing Advisory, Asia-Pacific, UBS Global Wealth Management, Karen Koh

Florence Kui
Chief Operating Officer Asia Pacific and Deputy Head of North Asia, Private Wealth Management, Goldman Sachs (Asia) L.L.C.

Daniel Lee
Head of Business and Listing, DBS Digital Exchange

Rosita Lee
Head of Investment Products and Advisory Business

Hang Seng Bank
Amy Lo, Chairman, Executive Committee, Private Wealth Management Association

Head and Chief Executive, UBS Hong Kong Branch
Co-Head Wealth Management Asia Pacific, UBS Global Wealth Management, Group Managing Director, UBS

Kevin Loo
Head of Virtual Asset Management, New Vision Asset Management

François Monnet
Managing Director, Head of Private Banking North Asia, Chief Executive Hong Kong Branch, Credit Suisse

Jo Murphy
Managing Director, Asia Pacific, CAIA Association

James O'Callaghan
Partner, Advisory, KPMG Advisory (Hong Kong) Limited

Laurent Rosfelder
Operating Head WM North Asia, UBS Global Wealth Management, Managing Director, UBS

Jeff See
Chief Operating Officer, Asia, Pictet Wealth Management

Medhy Souidi
Head of FinTech & StartupXchange, Innovation & Ecosystems, DBS Bank (Hong Kong) Ltd

Peter Stein
CEO and Managing Director, Private Wealth Management Association

Adeline Tan
Wealth Business Leader, Hong Kong, Mercer

Tan Siew Meng
Regional Head of HSBC Private Banking, Asia-Pacific, HSBC

Tee Fong Seng
Chief Executive Officer, Pictet Wealth Management Asia

Paul Thompson
Managing Director, Head of Hong Kong and the Philippines, J.P. Morgan Private Bank

Gabriel Wilson-Otto
Director, Sustainable Investing, Fidelity International

Isabel Zisselsberger
Head of Strategy & Performance for Financial Services, Hong Kong, KPMG

Sponsors & Partners

2021 Sponsors

• FE Fundinfo
• Linklaters
• Equities First
• Ascent Financial

• Suntera Global

• HK Financial Services Development Council
• Hong Kong Monetary Authority
• Securities and Future Commission
• Asifma
• CAIA Association
• CFA Society Hong Kong
• Family OfficeHK
• Fintech Association of Hong Kong
• The Hong Kong Association of Banks
• The Hong Kong Institute of Bankers
• Rustee
• Invest HK
• Treasury Markets Association