| 09:00am | Opening and Introduction |
||
| 09:05am | Welcome Remarks 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 |
||
| 09:20am | Keynote Speech The Honourable Paul Chan Mo-po, GBM, GBS, MH, JP, Financial Secretary, The Government of the Hong Kong Special Administrative Region |
||
| 09:40am | Fireside Chat: Hong Kong Private Wealth Management Report 2021 Isabel Zisselsberger, Head of Strategy & Performance for Financial Services, Hong Kong, KPMG Moderator: Karen Koh |
||
| 10:00am | CEO Panel: Powering a Sustainable Development – The Strategic Priorities Panelists: - Raymond Ang, Global Head, Affluent Clients, Private and Priority Banking, Standard Chartered Bank - Dr. François Monnet, Managing Director, Head of Private Banking North Asia, Chief Executive Hong Kong Branch, Credit Suisse - Tan Siew Meng, Regional Head of Private Banking, Asia-Pacific, HSBC - Tee Fong Seng, Chief Executive Officer, Pictet Wealth Management Asia Moderator: Steven Carroll, Head of Sales Strategy & Execution, Wealth & Investment Solutions, Refinitiv |
||
| 10:50am | Break & Virtual Exhibition |
||
| 11:00am | Fireside Chat – Regulatory Priorities Arthur Yuen, JP, Deputy Chief Executive, Hong Kong Monetary Authority Moderator: Peter Stein, CEO and Managing Director, Private Wealth Management Association |
||
| 11:35am | Hong Kong as the Wealth Management and Family Office Hub Panelists: - Anthony Chan, Chief Executive Officer, Isola Capital - Dr. Su Yang, Director, Head of Relationship Management, Huatai International - Karmen Yeung, Regional Tax Partner-in-Charge, Southern Region / National Head of Private Enterprise, KPMG Moderator: Christine Williams, Deputy Global Head of Family Office, InvestHK |
||
| 12:15pm | Closing of the Day |
||
| 09:00am | Welcome Remarks – Day 2 |
||
| 09:05am | Fireside Chat – Regulatory Priorities Julia Leung, SBS, JP, Deputy Chief Executive Officer and Executive Director, Intermediaries, Securities and Futures Commission Moderator: Sumit Indwar, Partner and Head of Financial Regulation Group Hong Kong SAR, Linklaters |
||
| 09:40am | China Wealth Report – Mainland HNWI’s Needs and Preferences - Dr. Henrik Naujoks, Senior Partner, Bain & Company - Herbert Lee, CFA, Associate Partner, Bain & Company |
||
| 10:10am | GBA Opportunities Opened Up by WMC Rosita Lee, Head of Investment Products and Advisory Business, Hang Seng Bank |
||
| 10:30am | Panel Discussion: ESG and Sustainability – What are Clients Looking for and How Banks can Facilitate That Panelists: - Sebastian Brinkmann, ESG Strategist, FE fundinfo - Mario Knoepfel, Head, Sustainable Investing Advisory, Asia-Pacific, UBS Global Wealth Management - Gabriel Wilson-Otto, Director, Sustainable Investing, Fidelity International Moderator: Leah Cheng, Solutions Director, Mercer |
||
| 11:15am | Break & Virtual Exhibition |
||
| 11:25am | Panel Discussion: Alternative Investment Trends Influencing Asia Panelists: - Gordon Crosbie-Walsh, Chief Executive Officer, Asia, EquitiesFirst - Michael Dennis, Managing Director, APAC Head of Alternatives Strategy & Capital Markets, BlackRock - Paul Dou, Head of Asia Pacific Private Equity and Real Estate, Citi Private Bank Moderator: Jo Murphy, Managing Director, Asia Pacific, CAIA Association |
||
| 12:05pm | Fireside Chat: PWMA China White Paper Presentation Dr. Gao Hao, Director, NIFR Global Family Business Research Center; Associate Director, NIFR Research Center for Green Finance Development, Tsinghua University PBC School of Finance Moderator: Wendy Tsang, General Manager, Wealth Management Division, Bank of East Asia Limited |
||
| 12:25pm | Closing of the Day |
||
| 09:00am | Welcome Remarks – Day 3 |
||
| 09:05am | Opening Keynote Nicolas Aguzin, Chief Executive Officer, Hong Kong Exchanges and Clearing Limited |
||
| 09:20am | Panel Discussion: Private Banking in the Age of Digital Transformation Panelists: - Ofer Halevi, Head of Platform Strategy, Design, and Platform Solutions Group, Asia Pacific, Credit Suisse - Laurent Rosfelder, Operating Head WM North Asia, UBS Global Wealth Management, Managing Director, UBS - Medhy Souidi, Head of FinTech & StartupXchange, Innovation & Ecosystems, DBS Bank (Hong Kong) Ltd Moderator: Ella Arwyn Jones, Editor, FinanceAsia |
||
| 10:05am | Panel Discussion: Global Virtual Asset Market: Strategic and Tactical Participation Panelists: - Daniel Lee, Head of Business and Listing, DBS Digital Exchange - Kevin Loo, Head of Digital Asset Management, New Vision Asset Management - Benjamin Quinlan, Chairman, FinTech Association of Hong Kong, and CEO & Managing Partner, Quinlan & Associates - Raks Sondhi, Managing Director, Independent Reserve SG Moderator: Jame DiBiasio, Founder & Editor, DigFin Group |
||
| 11:05am | Break & Virtual Exhibition |
||
| 11:15am | Panel Discussion: How COOs Confront the RegTech Challenge Panelists: - Florence Kui, Chief Operating Officer Asia Pacific and Deputy Head of North Asia, Private Wealth Management, Goldman Sachs (Asia) L.L.C. - James O'Callaghan, Partner, Advisory, KPMG Advisory (Hong Kong) Limited - Jeff See, Chief Operating Officer, Asia, Pictet Wealth Management Moderator: Paul Thompson, Managing Director, Head of Hong Kong and the Philippines, J.P. Morgan Private Bank |
||
| 12:00nn | Winner Announcement: PWMA Virtual Hackathon by Next Gen Bankers - Peter Stein, CEO and Managing Director, Private Wealth Management Association - Ivan Wong, Managing Director, Co-Head, North Asia, HSBC Global Private Banking |
||
| 12:20pm | Closing Remarks |
||
- The programme and speakers are subject to change.
Day 1 – Day 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 3 attempts to get OPT hours. The quiz will be sent by email by end of each event day and attendees will need to pass the quiz by COB 15 October (Friday).
# Attendees who have successfully attended the Regulatory Sessions (Day 1 & 2) will be accredited one(1) OPT hour on PWM-related ethics and compliance.
Event Secretariat
Ms. Dada Yau, Plus Concepts
Telephone : +852 3983 2308
Email : dada.yau@plus-concepts.com
Telephone : +852 3758 2291
Email : event@pwma.org.hk