PWMA Wealth Management Summit 2022

"Expanding Outreach, Extending Connectivity, Expediting Growth"

21st October, 2022 (Friday)

With the ongoing digital transformation of the industry and the impact of COVID-19, banks are becoming more adaptive and innovative. The private wealth management industry, a traditionally high-touch industry, is preparing for the post-COVID new normal and finding the most optimal way to balance automated self-service and human interactions.

The industry is looking forward to the opportunities (e.g. GBA, Family Office Hub etc.) that lie ahead and is getting ready to tap into them further when Hong Kong opens up to the rest of the world and the Mainland after the current wave of outbreak subsided. Some industry megatrends will keep the industry busy in the coming years. For example, with local and global regulators progressively setting up frameworks to overcome legal uncertainties around digital assets, firms are actively exploring to meet the growing demand for clients. Sustainable investing represents another prominent trend in the industry. With its returns continuing to improve, in many cases outperforming the non-ESG portfolio, it is set to grow more rapidly in the coming years. In fact, it is now seen as an excellent opportunity for private banks to retain and attract clients, especially the next generation clients because it reconciles their financial interest with the values they believe in. The industry has to work hard to meet this growing demand by building up their expertise in value-based investing and improving workflow, such as by providing more comprehensive and personalized impact reporting.

When HK opens up again, and when travel resumes, we will extend our connectivity with the Mainland (GBA) and the rest of the world. Banks will need to make another shift after COVID on how they interact with clients (from almost 100% remote client interactions during COVID). Digital Assets and ESG will enable the industry to expand their outreach to their next gen clients. All of these point to a new paradigm of private banking (with a reshaped economic model, workforce model and operating model) to achieve sustainable growth.

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 1-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.


Check out the latest offerings from the exhibitors, watch product demonstrations and explore the latest products and services


  Physical (In-person) Virtual
PWMA Members* / CPWPs / CPWPAs / Apprentices / Alumni HK$900 HK$600
Non Members HK$3,000 HK$1,000

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


for both physical and virtual attendees
Full Day 6 OPT hours
Morning 3 OPT hours
Afternoon 3 OPT Hours
  • * 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-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 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


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.


Lead Sponsors

Platinum Sponsor

Lanyard Sponsor

Supporting Organizations

Event Manager


Wealth Management Summit 2022
N100 Series (New Wing)
Hong Kong Convention and Exhibition Centre

Address: 1 Expo Drive, Wanchai, Hong Kong
Tel: (852) 2582 8888, Fax: (852) 2802 0000
Email:, Website:


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

PWMA Hotline

Telephone : +852 3758 2291
Email :

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