STEP Asia Conference 2023 | Society of Trust & Estate Practitioners (STEP) | 13 November 2023 | Grand Hyatt Hong Kong, 1 Harbour Rd, Wan Chai, Hong Kong

This conference will bring together speakers and attendees from around the world to discuss cutting-edge topics relevant to the wealth management community. Join us to learn about new developments and connect with colleagues and peers through the programme of exciting social events.

Seen as a must-attend conference in the diaries of leading practitioners around the world, this event will offer you the insights, tools and business opportunities to better support your clients in the year ahead.

The agenda includes key sessions such as:
• Opportunities for the wealth management industry and Hong Kong’s role in this
• Limiting information exchanges and public registers – privacy issues
• Impact of firewall legislation on forced heirship and community property claims
• Where should I establish my family office?
• Ensuring effective family office governance
• The duties of protectors
• Strategizing for philanthropy
• Sanctions: how safe are client assets and how safe are client advisers?
• Political risk protection - using bilateral investment agreements
• Recent cases dealing with estates
• And much more…

2023 Speakers

SPEAKERS:

Katie Graves TEP
Chair of STEP Hong Kong; Withers, Hong Kong

Tony Pitcher TEP
Chair of STEP Worldwide

Lyndon Trott
Chairman, Guernsey Finance

Christopher Hui
Secretary for Financial Services and the Treasury, Hong Kong

Filippo Noseda TEP
Mishcon de Reya LLP, UK

Paolo Panico TEP
Private Trustees SA, Luxembourg

Prof Steven Gallagher
Faculty of Law, The Chinese University of Hong Kong, Hong Kong

Sherlynn Chan TEP
Deacons, Hong Kong

Richard Norridge TEP
Herbert Smith Freehills LLP, UK

David Brownbill KC
XXIV Old Buildings, UK

Patricia Woo
Partner, Squire Patton Boggs

Pinky Ma
Director, Futu Trustee Limited

Andrew Niles
Guernsey Finance

Mark Walley
CEO, STEP Worldwide

Ben Lin
CEO, Futu Trustee Limited

Yue-En Chong TEP
Bethel Chambers LLC, Singapore

Christopher Lavender
Consultant, Hong Kong

Ali Burney
Steptoe & Johnson LLP, Hong Kong

Emile Simpson
Pump Court Tax Chambers, UK

Clifford Ng TEP
Zhong Lun Law Firm LLP, Hong Kong

Han Bao
Haiwen & Partners, PRC

Jane Ren TEP
Fang Da Law Firm, PRC

Charles Wang
Wedlake Bell LLP, UK

Graeme Kleiner TEP
Charles Russell Speechlys, UK

Aleisha Brown TEP
Campbells, Hong Kong

Lawrence Ma TEP
Foundation Chambers, Hong Kong

Caroline Tayler TEP
Taylor Wessing LLP, UK

Pamela Cross TEP
Borden Ladner Gervais LLP, Canada

Lusina Ho TEP
The University of Hong Kong, Hong Kong

Samy Reeb TEP
PFIS Group, Hong Kong/Switzerland

Brendan Harper TEP
Utmost Wealth Solutions Ltd, Isle of Man

Tim Searle TEP
Globaleye, UAE

Erik Wallace TEP
Loeb & Loeb LLP, Hong Kong

Daniel N. Price
Law Offices of Daniel N. Price, PLLC, US

George McCormick TEP
Moses & Singer LLP, US

Kurt Gallivan Rademacher TEP
Butler Snow Singapore LLP, Singapore/US

Naomi Rive TEP
HIGHVERN, Jersey

Sarah Cormack
Mills & Reeve, UK

Alan Milgate TEP
Rawlinson & Hunter, Cayman Islands

Wayne Walsh S.C.
Parkside Chambers, Hong Kong

Shane Baptiste
BVI Financial Services Commission (HK) Ltd., Hong Kong

May Ling Lee
Allen & Gledhill LLP, Singapore

Stewart McGlynn
Hong Kong Monetary Authority, Hong Kong

Philip Marcovici TEP
The Offices of Philip Marcovici Limited, Hong Kong

Sarah Grimmer
Twenty Essex, Singapore

Sherlin Tung
Withersworldwide, Hong Kong

MODERATORS:

Paolo Panico TEP
Private Trustees SA, Luxembourg

Tim George TEP
Loke Family Office, Hong Kong

Nicholas Jacob TEP
Forsters LLP, UK

Paul Knox TEP
JP Morgan, Hong Kong

Sherlynn Chan TEP
Deacons, Hong Kong

Richard Norridge TEP
Herbert Smith Freehills LLP, UK

David Brownbill KC
XXIV Old Buildings, UK

Nancy Chien TEP
Bedell Cristin, Jersey

Emma Holland TEP
Stewarts, UK

Richard Grasby TEP
Appleby, Hong Kong

Clifford Ng TEP
Zhong Lun Law Firm LLP, Hong Kong

Graeme Kleiner TEP
Charles Russell Speechlys, UK

Dr Bernie Walrut TEP
Murray Chambers, Australia

Samy Reeb TEP
PFIS Group, Hong Kong/Switzerland

Erik Wallace TEP
Loeb & Loeb LLP, Hong Kong

Naomi Rive TEP
HIGHVERN, Jersey

Wayne Walsh S.C.
Parkside Chambers, Hong Kong

Philip Marcovici TEP
The Offices of Philip Marcovici Limited, Hong Kong

Katie Graves TEP
Chair of STEP Hong Kong; Withers, Hong Kong

2023 Sponsors

GOLD SPONSORS:
• Futu Trustee Limited
• Guernsey Finance

SILVER SPONSORS:
• Jersey Finance
• Samoa International Business Finance Centre (Samoa IBFC)

BRONZE SPONSORS:
• Butterfield
• Cook Islands Finance
• TMF Group
• TrustQuay Viewpoints

BRONZE AND NETWORKING DINNER:
• Ministry of Economic Affairs Commonwealth of The Bahamas

WELCOME DRINKS RECEPTION SPONSOR:
• Rawlinson & Hunter

LANYARD SPONSOR:
• Zedra

CHARGING STATION SPONSOR:
• Praxis

DELEGATE BAG SPONSOR:
• Caystone Group

DIGITAL SPONSOR:
• Selby Jennings

STATIONERY SPONSOR:
• Stonehage Fleming