OPT Hours*:
Full Day: 6 hours
Morning Session: 3 Hours
Afternoon Session: 3 Hours

Main Plenary

8:15am Registration
9:00am Welcome Remarks
Amy Lo
Chairman, Executive Committee, Private Wealth Management Association, Co-Head Wealth Management Asia Pacific, UBS Global Wealth Management, Head and Chief Executive, UBS Hong Kong
Managing Director
9:10am Keynote Panel Discussion
- Nicolas Aguzin, Chief Executive Officer, Hong Kong Exchanges and Clearing Limited
- Laurence Li, SC, JP, Chairman, Financial Services Development Council
- Stephen Phillips, Director-General of Investment Promotion, Invest Hong Kong, The Government of the Hong Kong Special Administrative Region
Moderator: Ronnie C. Chan, Chair, Hang Lung Properties
9:55am Dialogue on Regulatory Priorities
Arthur Yuen, JP, Deputy Chief Executive, Hong Kong Monetary Authority
Moderator: David Day, Head of North Asia, Data & Analytics, London Stock Exchange Group
10:25am Coffee Break
10:55am Fireside Chat: Hong Kong Private Wealth Management Report 2022
Paul McSheaffrey, Senior Banking Partner, KPMG Hong Kong
Moderator: Karen Koh, Media Professional
11:15am CEO Panel: Expanding Outreach, Expediting Growth
- Stephen Chan, Deputy Chief Executive, Bank of China (Hong Kong) Limited
- Vincent Chui, Head of Wealth Management, Asia Pacific, Chief Executive, Morgan Stanley Bank Asia Limited
- Jimmy Lee, Member of the Executive Board, Head Asia Pacific, Bank Julius Baer
- Arnaud Tellier, CEO, Asia Pacific, BNP Paribas Wealth Management
Moderator: Daniel Shane, Editor, Asian Private Banker
12:00nn Panel: A New Chapter for Alternatives
- Kenneth Chan, Partnerships Manager, Asia-Pacific, Moonfare
- Mathieu Forcioli, Global Head and Asia-Pacific Head of Alternatives, HSBC Wealth and Personal Banking
- Alois Mueller, Managing Director, Head Private Markets Group APAC / Co-Chairman PE Investment Committee, Credit Suisse
- Stuart Wrigley, Head of Alternatives Capital Markets and Strategy Group Asia Pacific, Goldman Sachs Asset Management
Moderator: Jo Murphy, Managing Director, Asia Pacific, CAIA Association
12:45pm Networking Lunch
1:45pm Regulatory Dialogue
Keith Choy, Senior Director, Intermediaries Supervision Department, Securities and Futures Commission, Hong Kong
Moderator: Peter Stein, CEO and Managing Director, Private Wealth Management Association
2:15pm Panel: ESG Investing – Product and Services Innovations
- Kerry Ching, Chief Executive Officer, Amundi Hong Kong Limited
- Henri de Branche, Executive Director, Head of ESG Advisory, Asia Pacific, J.P. Morgan
- Alexis Rocamora, APAC Lead, Sustainable Investment Research, London Stock Exchange Group
Moderator: Adeline Tan, Wealth Business Leader, Hong Kong & Taiwan, Mercer Investments (HK) Limited
3:00pm Coffee Break
3:30pm Fireside Chat: China: What next?
Dato’ Seri Cheah Cheng Hye, Co-Chairman and Co-Chief Investment Officer, Value Partners Group Limited
Moderator: Amar Gill, Managing Director and Head of Investment Stewardship, APAC, BlackRock
4:00pm PWMA China White Paper Presentation
- Dr. Gao Hao, Director, Global Family Business Research Center; Associate Director, Research Center for Green Finance, Tsinghua University PBC School of Finance
- Edmund Kam, Managing Director, Head of Private Banking, Bank of China (Hong Kong) Private Banking
- Wendy Tsang, General Manager, Wealth Management Division, The Bank of East Asia, Limited
4:30pm Fireside Chat: Mainland Onshore Strategy and the Evolving Needs of Clients
Wu Li, Managing Director, Co-Head of Wealth Management, China Merchants Bank International
Moderator: Jasmine Lee, Managing Partner, Hong Kong & Macau, EY
5:00pm End of Summit

Afternoon Breakout:
Technology and Operations

1:45pm Panel: Leveraging ABCD Tech for Regtech – ESG, GBA and More!
- Peter Bullock, Partner, King & Wood Mallesons
- Andre Leung, Co-Chair, GreenTech and ESG Committee, Fintech Association of Hong Kong, and CEO and co-founder, Aereve
- Aveline San, Chief Executive Officer, Citi Hong Kong and Macau
Moderator: Brian Tang, Founder, ACMI and LITE Lab@HKU, and Member of the Board of Directors, FTAHK
2:30pm Panel: Post-COVID Customer Experience and Digital Transformation
- Winnie Choi, Head of Wealth Management, Citibank Hong Kong
- Isaac Kong, Head of Digital, Consumer Banking Group, DBS Bank (HK) Ltd.
- Laurent Rosfelder, Operating Head WM North Asia, UBS Global Wealth Management, Managing Director, UBS
Moderator: Jame DiBiasio, Founder & Editor, DigFin Group
3:10pm Coffee Break
3:40pm Panel: Talents – Searching, Keeping and Upskilling
- Rickie Chan, Managing Director, Market Group Head Hong Kong, Wealth Management Asia Pacific, Credit Suisse
- Brian Tang, Founder, ACMI and LITE Lab@HKU, and Member of the Board of Directors, FTAHK
- Jeff Tang, Partner, Financial Services Lead - People Advisory Services, Greater China & ASEAN, EY
Moderator: Bharisha Mirpuri, Client Solutions Lead, Financial Services, Randstad Hong Kong
4:20pm Panel: Building a Sustainable DPM Business
- Lina Lim, Regional Head of Discretionary and Funds, Investment & Wealth Solutions, Asia Pacific, HSBC Global Private Banking
- Adrian Zuercher, Managing Director, Head Global Asset Allocation & Co-Head Global Investment Management APAC, UBS Chief Investment Office
Moderator: Laura Lui, Partner & Co-Chief Investment officer, Premia Partners
5:00pm End of Summit

- The programme and speakers are subject to change.
- Speakers are listed in alphabetical order of their last name

Please note:

* OPT hours will be awarded based on the sign-in/out record onsite (for physical attendance) or the attendance record of our virtual platform (for virtual attendance). You must attend the entire presentation sessions or panel discussions and pass the post-webinar quizzes to get OPT hours. There will be 2 quizzes for morning and afternoon sessions respectively. The quizzes will be sent by email AFTER the event and 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


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

PWMA Hotline

Telephone : +852 3758 2291
Email :

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