PWMA Wealth Management Summit 2023

"Sustainable Growth: Family Offices and Beyond"

6th October, 2023 (Friday)

Join us in celebrating the 10th anniversary of the Private Wealth Management Association (PWMA) at our annual Wealth Management Summit.

This year's conference, themed "Sustainable Growth: Family Offices and Beyond", will bring together industry experts, thought leaders and practitioners to explore the evolving landscape of wealth management and outline actionable strategies for sustainable success.

The conference also presents a valuable opportunity to showcase Hong Kong's resurgence as a leading international financial centre. We will highlight the unique opportunities, discussing initiatives that solidify Hong Kong's position as a premier wealth management hub, super-connector and leading destination for family offices.

From keynote speeches by esteemed guests to discussions on regulatory updates and a CEO panel featuring prominent industry leaders, our summit covers a wide range of insightful sessions. As China continues to drive growth in the private banking sector, our summit will delve into development strategies for the Mainland China market and the Greater Bay Area (GBA) by drawing inspiration from the recently published PWMA China White Paper, namely “Hong Kong 2035: A Global Wealth Management Centre”.

Our program also features an impressive lineup of topics that are shaping the future of wealth management. Explore the realms of alternative investments and impact investing, uncovering how private banks can satisfy growing client interest by integrating these strategies into their offerings. Discover how the value propositions of private banks can grow stronger by adapting to clients’ evolving needs. Our agenda features a diverse range of sessions that explore the latest trends and critical topics in technology, operations, and more, ensuring you stay at the forefront of industry advancements.

With an anticipated attendance of around 800 industry professionals, don't miss the premier private banking event of the year, where you can engage with key stakeholders, explore new horizons, and shape the future of wealth management. Stay tuned for updates on speakers and program details.

Congratulations to the winners below!
All winners will be notified individually for prize redemption.

Winner of Samsung Smart Monitor
Jennifer Fong, UBS AG

Winner of Samsung S-Series Soundbar
Wan Yin Ng, Bank of China (Hong Kong) Limited

Winner of Samsung The Freestyle Projector
Eva Chan, Bank Julius Baer & Co. AG

WHO SHOULD ATTEND

Private Banks

Private Bankers and Members of PWMA

Private Banking Related Professionals

Asset Management Firms, Family Offices, Independent Financial Advisors, Industry Associations, Regulatory Bodies

Financial Service Providers

Fiduciary Services / Trust Services, Law Firms, Accounting, Tax and Consulting Firms

Technology Providers

Fintech, Technology Services

FEES

	Physical (In-person)	Virtual
PWMA Members* Delegates / CPWPs / CPWPAs / Apprentices / Alumni	HK$1,500	HK$700
Non - PWMA Members	HK$3,300	HK$1,300

*For PWMA Members, please contact the designated coordinator of your firm for registration.

PWMA OPT

for both physical and virtual attendees

Full Day 6 OPT hours

Morning 3 OPT hours
Afternoon 3 OPT Hours

OPT Hours: You may receive up to 6 OPT hours for full-day attendance, 3 OPT hours for morning attendance and 3 OPT hours for afternoon OPT hours.
You must attend the entire presentation sessions or panel discussions to get OPT hours.
For virtual attendees, you must also pass the post-event quizzes to get OPT hours. There will be quizzes for morning and afternoon sessions respectively. The quizzes will be sent by email AFTER the event and virtual attendees will need to pass the quizzes within 3 business days.
# Attendees who have successfully attended the Regulatory Sessions will be accredited one(1) OPT hour on PWM-related ethics and compliance

FREQUENTLY ASKED QUESTIONS

Is this a face-to-face or a virtual event?

This is a face-to-face event with livestreaming, hence you can choose if you would like to attend in person or watch it online. If you purchase a physical pass, you can also opt to watch some sessions online too.

How can I ensure the best viewing experience?

For the best viewing experience, please use the Chrome browser
Whenever possible, please close other browser windows or applications to ensure a stable connection
You may use your phone to login to the webpage if it is blocked by your corporate network
You may try to refresh the page if your connection freeze during the webinar

Is this event complimentary?

No. The event is not complimentary and PWMA members can purchase the passes at a discounted price.

What payment types do you accept?

We accept bank transfer, cheque and online Visa/Mastercard transaction. We will contact you via email if you have selected offline payment methods.

Can I share my login access with my colleague?

No. We only allow one connection per pass. The link is personalized, and this is also for your attendance / OPT record.

Can I access to the video recording of the presentations after the event?

Some sessions will be made available for members’ review after the event. No OPT hours will be obtained by viewing the video recording though.