PWMA Virtual Wealth Management Summit 2021

"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.

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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


Presentations and Panel Discussions

A great line up of speakers will discuss the topical and most pressing issues of the industry. You'll be able to submit your questions through live Q&As and polls.

Virtual Exhibitions

You can join the interactive exhibitions at which you can check out the latest offerings from the exhibitors, watch product demonstrations, download brochures as well as chat with the exhibitors or request for a meeting.


Earn PWMA OPT hours throughout the week.

Day 1 to 3
3 OPT hours per day*#
  • * OPT hours will be awarded based on the attendance record of our virtual platform. You must attend the entire presentation sessions or panel discussions and pass the post-webinar quiz (60%) in 2 attempts to get OPT hours. The quiz will be sent by email AFTER the webinar and attendees will need to pass the quiz within 3 business days.
  • # Attendees who have successfully attended the Regulatory Sessions (Day 1 & 2) will be accredited one(1) OPT hour on PWM-related ethics and compliance.


How can I access the Virtual Summit?

We will be sending all registrants an email with the access link to the Virtual Summit a few days before the Virtual Summit. The link is personalized and for OPT record use, so it should NOT be shared with others. No software/APP is required to install.

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?

This event is complimentary for CPWPs and PWMA member firms. Non-members are subject to a registration fee of HKD1,000 per pass. Group Discount is available for registrations from the same firm at 20% off for 5 tickets or over, and 30% off for 10 tickets or over.

What payment types do you accept?

We accept bank transfer, cheque and e-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.


Diamond Sponsor

Platinum Sponsor

Supporting Organizations

Event Manager

Event Secretariat
Ms. Dada Yau, Plus Concepts
Telephone : +852 3983 2308
Email :

PWMA Hotline

Telephone : +852 3758 2291
Email :

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