Speakers are listed in alphabetical order of their last name.

Nicolas Aguzin
Chief Executive Officer
Hong Kong Exchanges and Clearing Limited

Nicolas Aguzin joined HKEX as Chief Executive Officer on 24 May 2021 from J.P. Morgan, where he was most recently Chief Executive Officer of J.P. Morgan’s International Private Bank. Mr. Aguzin has been based in Hong Kong since 2012.

From 2013 to 2020, Mr. Aguzin was CEO, J.P. Morgan, Asia Pacific where he was responsible for all the firm’s business across 17 markets. Mr. Aguzin presided over some of the firm’s major expansion efforts during the period, including establishing itself in China as one of the few international financial institutions with a full range of services and capabilities; including a fully-owned locally incorporated commercial bank, a majority-owned securities company, an asset management company and a futures and options company. Concurrent with his Asia CEO role, Mr. Aguzin also ran J.P. Morgan’s Investment Banking division in Asia. During his tenure the bank rose to become one of the leading investment banks in the Asia Pacific region.

Mr. Aguzin joined J.P. Morgan in 1990 in Buenos Aires as a financial analyst. Between 1990 and 2005, he held a variety of roles in New York and Buenos Aires, and in 2005 he was appointed as CEO, Latin America. In 2008 and 2009, in addition to his responsibilities as CEO, Latin America and Head of Latin America Investment Banking, he served as Senior Country Officer for Brazil.

Mr. Aguzin holds a bachelor degree in Economics from the Wharton School of the University of Pennsylvania in the US and is fluent in Spanish, Portuguese and English.

Peter Bullock
King & Wood Mallesons

Peter Bullock is a partner in the Hong Kong office of King & Wood Mallesons with a leading technology practice. He advises on regulatory areas such as cyber risks, data law, FinTech and the digital economy, as well as employment and competition law matters. Peter handles tenders, sourcing, data centre outsourcing, business licensing and IP exploitation and enforcement assignments.

Peter’s background is in risk management and litigation, for clients in the IT and telecommunications sectors. He acts for major information technology and telecommunications brands and for investors in and users of TMT systems and services. He advises on issues surrounding cloud services, cyber security and crisis response, relationships with regulators and TMT compliance.

He has conducted various arbitrations, litigation, public inquiries and mediation in relation to some of the largest information systems and telecommunications projects in Hong Kong and overseas.

Peter has been recognised as a leading lawyer in Technology, Media and Telecommunications in Asia Pacific Legal 500 since 2002 and in Chambers since 1996.

Kenneth Chan
Partnerships Manager, Asia-Pacific

Kenneth manages Moonfare’s institutional business in the Asia-Pacific region, with his primary focus on Greater China. Moonfare is the leading digital platform for allocating capital to private markets, and Kenneth’s coverage spans across distribution partners such as private banks and other wealth managers, as well as institutional investors such as single family offices and asset managers.

Before joining Moonfare in February 2020, when the firm expanded to the Asia-Pacific region, Kenneth was a Management Consulting Manager at Accenture, where he advised several of the world’s largest banks in defining and executing their digital transformation strategies. He started his career as a Management Trainee at Hang Seng Bank. Kenneth earned his Bachelor of Business Administration in both Finance and Management from the University of Wisconsin - Madison.

Rickie Chan
Managing Director, Market Group Head Hong Kong, Wealth Management Asia Pacific
Credit Suisse

Rickie Chan is a Managing Director and was appointed to the role of Market Group Head Hong Kong in 2016, based in Hong Kong. In his role, Mr. Chan is responsible for overseeing his teams to grow the private banking business in Hong Kong.

Mr. Chan has more than two decades of experience in the private banking industry in Hong Kong. He joined Credit Suisse in 2014 as a Market Leader.

He was formerly with Barclays Bank as Market Head of Hong Kong where he joined in 2012, and prior to that, he was with Goldman Sachs’ Private Wealth Management Department for 16 years.

He graduated from the University of Chicago with a BA degree in Economics in 1995.

Ronnie C. Chan
Hang Lung Properties

Mr. Ronnie C. Chan is the Chair of Hang Lung Group Limited and its subsidiary Hang Lung Properties Limited, both publicly listed in Hong Kong. Hang Lung expanded into mainland China in 1992, developing, owning and managing world-class commercial complexes in key tier one and tier two cities. He founded and chairs the China Heritage Fund, which preserves and conserves heritage architecture of historical significance in China, and is a co-founding Director of The Forbidden City Cultural Heritage Conservation Foundation in Beijing, and had previously served as Vice President and Advisor of the China Development Research Foundation in Beijing. Mr. Chan is a Fellow of the American Academy of Arts and Sciences, Chair Emeritus of the Asia Society and Chairman of its Hong Kong Center, and Co-Founder and Chairman of the Centre for Asian Philanthropy and Society. He serves or has served on the governing or advisory bodies of several think tanks and universities, which include: Peterson Institute for International Economics, World Economic Forum, East-West Center, Pacific Council on International Policy, Eisenhower Fellowships, The Maureen and Mike Mansfield Foundation, University of Southern California, Indian School of Business, The Hong Kong University of Science and Technology, Yale University, Tsinghua University, and Fudan University.

Stephen Chan
Deputy Chief Executive
Bank of China (Hong Kong) Limited

He is Deputy Chief Executive of Bank of China (Hong Kong) Limited in charge of Personal Banking and Wealth Management Department, Personal Digital Banking Product Department, Personal Banking Risk and Integrated Management Department, Private Banking, BOC Credit Card (International) Limited as well as BOC Group Life Assurance Company Limited. From July 1990 to September 2001, Mr. Chan held various positions in Hua Chiao Commercial Bank Limited, formerly a member bank of Bank of China Group in Hong Kong. Following the restructuring of the business of Bank of China Group’s member banks in Hong Kong, Mr. Chan has served various positions in the Group since October 2001, including Head of Product Development Division of Economics & Strategic Planning Department, Deputy General Manager of Corporate Banking & Financial Institutions Department, General Manager of Business Optimisation Center, General Manager of Institutional Business Department, General Manager of Personal Banking and Wealth Management Department, and was promoted to his current role in August 2022. Mr. Chan is Non-official Member of Social Enterprise Advisory Committee under Home and Youth Affairs Bureau, Director of The Community Chest, and Member of Executive Committee of The Hong Kong Institute of Bankers, etc.

Dato’ Seri Cheah Cheng Hye
Co-Chairman and Co-Chief Investment Officer
Value Partners Group Limited

Dato’ Seri CHEAH Cheng Hye is Co-Founder, Co-Chairman and Co-Chief Investment Officer of Value Partners Group, a Hong Kong-listed fund management company. He has more than 30 years of investment experience, and is considered one of the leading practitioners of value investing in Asia and beyond.

Currently, he serves as an Independent Non-executive Director, Chairman of Investment Committee and Cash Market Consultative Panel of Hong Kong Exchanges and Clearing Limited, a member of the Hong Kong University of Science and Technology Business School Advisory Council, Convenor of Advisory Council for the Malaysian Chamber of Commerce (Hong Kong and Macau), a member of the Hong Kong Trade Development Council Belt and Road & Greater Bay Area Committee, a Fellow of the Hong Kong Management Association, and a member of the Hong Kong Academy of Finance (“MAoF”).

He was named by Asia Asset Management as one of the top 25 leaders over the past 25 years in Asia’s asset management industry in 2021. He was named “Outstanding Manager of the Year – Greater China equity category” in the Fund of the Year Awards 2017 by Benchmark, and co-winner of “CIO of the Year in Asia” in the 2011 Best of the Best Awards by Asia Asset Management. In 2010, he was named by AsianInvestor as one of the Top-25 Most Influential People in Asian Hedge Funds.

Prior to this, he was a financial journalist with the Asian Wall Street Journal and Far Eastern Economic Review, where he reported on business and financial news across East and Southeast Asia markets.

Kerry Ching
Chief Executive Officer
Amundi Hong Kong Limited

Kerry Ching has over two decades of experiences in financial industry across different markets in Asia, accumulating deep knowledge of the fund management market and business development. Her most recent role prior to joining Amundi was Managing Director at AMP Capital Asia Limited from 2012 to 2019 where she was responsible for business development.

Before this, Kerry held a number of leadership roles in various global asset managers from 1999 - 2012. She was Country Head at FIL Investment Management (Hong Kong) Limited, Managing Director at UBS Global Asset Management (Hong Kong) Limited and Chief Executive Officer at Invesco Hong Kong Limited.

Kerry received a Bachelor degree in Business Administration from The Chinese University of Hong Kong, an MBA from The University of Western Ontario and a Master of Engineering in e-Commerce from The University of Hong Kong. She is a Canadian CPA and holds the CFA, CAIA, FRM and CESGA charters.

Winnie Choi
Head of Wealth Management
Citibank Hong Kong

Winnie Choi heads up the Wealth Management department of Citibank Hong Kong. She is responsible for the development of various wealth products including not limited to Investment Products, FX, Deposit and Payment/ Transfer, the formulation of sales and marketing strategies and the enrichment of digital journey of retail customers, as well as the enhancement of research-based investment advisory for the delivery of a comprehensive suite of wealth management solutions for retail customers.

Winnie is a wealth management veteran with over 20 years of extensive experience in various areas of wealth management covering products, sales, advisory services and research. In recent years, Winnie has been very focusing on evolving digital capabilities and engagement to address the increasing demand on digital experience from clients.

Keith Choy
Senior Director, Intermediaries Supervision Department
Securities and Futures Commission, Hong Kong

Mr. Choy is the Senior Director and head of the SFC’s Intermediaries Supervision Department which supervises over 3,000 financial intermediaries in Hong Kong including investment banks, securities dealers, futures brokers, financial advisers and asset managers. Mr. Choy oversees key supervision activities such as carrying out on-site inspections of firms for the purpose of identifying and managing risky firms and detecting misconduct. He has also been actively involved in the formulation and implementation of policies and regulations for the securities and futures industry.

Mr. Choy joined the SFC’s Enforcement Division in 1998 and was in charge of the Intermediaries Misconduct Team before he moved to his current position in 2017. Prior to joining the SFC, Mr. Choy practised as a solicitor in Hong Kong.

Vincent Chui
Head of Wealth Management, Asia Pacific
Chief Executive, Morgan Stanley Bank Asia Limited

Vincent Chui is Managing Director and Head of Asia Wealth Management, Asia Pacific of Morgan Stanley. He is also the Chief Executive of Morgan Stanley Bank Asia Limited, a licensed bank in Hong Kong. Prior to assuming his current role, he was the Head of Institutional Equity Distribution, Asia Pacific responsible for distribution of primary and secondary Asia equity products globally.

Vincent started his career at the Administrative Service of Hong Kong Government and remains active in public service.

Vincent holds an MBA jointly conferred by Kellogg School of Management, Northwestern University and HKUST Business School and a BBA (Hons) from the Chinese University of Hong Kong. He attended postgraduate studies on public administration at University of Oxford. He is a Member of Hong Kong Academy of Finance and a Fellow of Hong Kong Securities and Investment Institute.

David Day
Head of North Asia, Data & Analytics
London Stock Exchange Group

David Day is the Head of North Asia, Data & Analytics for London Stock Exchange Group, which in a combination with Refinitiv is a leading global financial markets infrastructure and data provider. He has over 20 years of financial services experience encompassing financial technology and investment banking across Asia and the United States.

Prior to joining Refinitiv, David was a Managing Director in the APAC Financial Services business of London-based global information provider IHS Markit. Previously, he was Head of APAC and Managing Director for financial services solutions provider Ipreo. David has held strategy, business development and investment banking roles at various firms including Merrill Lynch and Goldman Sachs.

David holds an MBA from the Kellogg-HKUST Executive MBA Program and a BS from the Massachusetts Institute of Technology. He is currently pursuing an MSc in Financial Technology at HKUST.

Henri de Branche
Executive Director, Head of ESG Advisory, Asia Pacific
J.P. Morgan

Henri de Branche is an Executive Director and Head of ESG Advisory for Asia Pacific at J.P. Morgan.

In this role he co-ordinates and integrates J.P. Morgan’s ESG and climate strategies and advises on ESG-themed product offerings across banking operations in the APAC region. In particular, he leads the firm’s efforts with regional clients to enhance their ESG performance and position their businesses and align their strategies most favorably for ESG-focused investors and other stakeholders across all major industry verticals. In addition, he oversees the operationalization of J.P. Morgan’s climate commitments in line with the Paris Agreement across the region with the Centre for Carbon Transition, and engages with clients in heavy carbon emitting sectors on transition related financing, research and advisory solutions.

Henri is a sustainability professional with 20 years of experience in industry, consulting and financial services based in Asia. He has advised companies, investors and asset managers on ESG risk management, strategies, performance improvement and disclosure in line with good international practices and the evolving local regulatory and market drivers. He has helped over 100 regional clients in various industries improve their sustainability credentials, optimize value and mitigate risk, and access ESG-focused capital across equity, debt and private markets.

Before joining J.P. Morgan, he was a Partner with the sustainability consulting firm ERM responsible for Sustainable Finance advisory based in Beijing. He also participated to the establishment and development of the ESG function at the Asian Infrastructure Investment Bank (AIIB), responsible for integrating ESG in all transactions with FIG clients as well as investments in infrastructure and diversified industrial sectors across EM markets in Asia, the Middle East and selected LATAM countries.

Jame DiBiasio
Founder & Editor
DigFin Group

Author and journalist Jame DiBiasio is editor of DigFin, part of AMTD Digital, a media business covering digital finance, fintech and digital assets (https://www.digfingroup.com). He serves on the board of the Fintech Association of Hong Kong. His book PLANET VC will be out in 2023.

Mathieu Forcioli
Global Head and Asia-Pacific Head of Alternatives
HSBC Wealth and Personal Banking

Mathieu is currently Global Head and Asia Pacific Head of Alternatives, in our Global Private Banking and Wealth Division, based in Hong Kong. In this capacity, he oversees the offering of hedge funds, private equity funds, Real Estate funds and other private investment opportunities to HSBC’s private banking and wealth customers.

Prior to joining HSBC, Mathieu set-up the private markets offering of Antarctica Asset Management, a global platform allowing wealth managers to offer their clients access to a curated offering of hedge funds and private market funds.

Before that, Mathieu set up and grew the Asia operations of Moonfare, an online platform allowing private individuals to invest in Private equity funds.

In the earlier part of his career, Mathieu held various leadership roles at UBS, including leadership of the Wealth Management Private Markets Distribution team and the Institutional Investments group for APAC. Mathieu also held equity capital markets, structuring and derivatives positions in the investment banking divisions of UBS, Merrill Lynch and Calyon in London and Paris.

Mathieu holds a Master’s degree in Applied Mathematics for Finance from Ecole Centrale Paris.

Dr. Gao Hao
Director, Global Family Business Research Center
Associate Director, Research Center for Green Finance
Tsinghua University PBC School of Finance

Gao Hao (Tony) is the Director of Global Family Business Research Center and an Associate Director of Research Center for Green Finance at Tsinghua University PBC School of Finance.

Gao is a member of Global Future Council/Expert Network of World Economic Forum, a council member of All-China Federation of Industry and Commerce, a China Committee Member and Public Policy Chair of STEP, and a board member and research fellow of China Enterprise Reform and Development Society. Gao served as a co-editor-in-chief of Wealth Management Journal, and the chief editor of Family Governance Series and Family Wealth Series.

Gao has published 16 books pertinent to family business and wealth management, as well as 200+ academic papers, policy papers and magazine columns. He co-authored the first China family office case and the first Asian private banking case in Harvard Business School Case Collection, as well as world leading family cases. He created the first Private Banking Master-degree course in China.

Recognized as one of China’s leading experts concerning family business and family office, Gao advises/serves on the boards of some of the largest family businesses and foundations, including several Fortune 500 Companies and Bill & Melinda Gates Foundation. He also advises government ministries and financial institutions in China and abroad.

He graduated from Tsinghua University with a bachelor degree (engineering), a Ph.D. degree (management) and two post-doctorates (finance and economics), and from Peking University with a bachelor degree (economics). He is awarded Harvard Business School Corporate Director Certificate, and Temasek Fellowship of Singapore's Wealth Management Institute (WMI).

Amar Gill
Managing Director and Head of Investment Stewardship, APAC

Amar Gill is Managing Director and Head of Investment Stewardship in APAC for BlackRock. He worked for over 22 years with a leading regional securities company, CLSA, an industry leader for independent equities research. Gill was Head of Research for Malaysia, subsequently for Hong Kong, went on to be regional head for thematic research and thereafter was appointed Head of Asia Research. He had a stint in investment banking for CLSA before joining BlackRock in September 2018.

Gill has been a pioneer in corporate governance research, writing nine regional reports over 2001 to 2014 for CLSA working in collaboration with the Asian Corporate Governance Association (ACGA). Representing CLSA, Gill has been a council member of ACGA over 2005-08.

After graduating with First Class Honours in Philosophy, Politics and Economics, Gill did a Masters course in Philosophy majoring in Ethics also at Oxford University, England. He earlier worked in foreign exchange with Chemical Bank in Singapore (subsequently acquired by Chase Manhattan) before starting his career in equities research and was a rated equities analyst as well as head of teams in Malaysia, Hong Kong and regionally that received various accolades. He is a member of the Asia advisory group of the Young Investors Society.

Edmund Kam
Managing Director, Head of Private Banking
Bank of China (Hong Kong) Private Banking

Edmund Kam is the Managing Director, Head of Private Banking for Bank of China (Hong Kong) Ltd, with over 20 years of experience working in the private wealth sector. He worked for several multi-national financial institutions namely Citigroup, UBS, HSBC, and Bank of Singapore, in which the Asia Pacific is his focus, especially the China region. Edmund possesses extensive knowledge in private banking and a strong background in financial services. Edmund holds a bachelor's degree in business administration with honors in HK and an EMBA with merits from the City University of HK. He is the certified private wealth professional of the Private Wealth Management Association (PWMA), and he is the Exco member of the PWMA.

Karen Koh
Media Professional

Karen Koh is a broadcast media professional and familiar face and voice to viewers and listeners in Asia. Her background is in television news and current affairs, and she has anchored and reported for international media organisations including BBC World, CNBC Asia, CNNI, STAR TV, Thomson Reuters and WSJ Digital.

In the course of her 20+ years of experience she’s interviewed a range of people from heads of state and corporate leaders to explorers, chefs and musicians. She’s a regular co-host on RTHK Radio 3’s flagship current affairs show “Backchat” and produces and hosts a programme on gender, sexuality and society called “The Agender Café”.

Karen frequently moderates and MC’s corporate and charity events, and conducts media and presentation skills training for corporate, public and education sector clients.

Apart from media work she serves on the Board of Directors of US-based NGO EngenderHealth, and is also a certified yoga and standup paddle instructor.

Isaac Kong
Head of Digital, Consumer Banking Group
DBS Bank (HK) Ltd.

Heads digital business in DBS retail & wealth management segment responsible for driving digital tech initiatives and delivery to market at pace. Oversee the digital online and O2O strategy, and digital product transformation including fintech adoption at CBG.

Demonstrated history of experience across APAC, Isaac is passionate in bringing customer experience by marrying business and technology to design future customer financial journey.

Prior to DBS, Isaac was formerly a B2B ecommerce platform & marketing global lead and a founding member of product retail start-up.

Jasmine Lee
Managing Partner, Hong Kong & Macau

Jasmine is the Managing Partner of the EY member firms in Hong Kong and Macau, overseeing all aspects of business operations in these locations.

With over 25 years of experience, Jasmine has acquired deep expertise working with Hong Kong and mainland Chinese financial institutions on an array of assurance, strategy and consulting services, leading business growth and optimization initiatives for major financial services companies across Mainland China and Hong Kong.

Previously Jasmine led the firm’s Financial Services Practices in Hong Kong. She has led many significant business enhancement efforts for Hong Kong and Macau financial institutions with substantial exposure to China market and has advised senior management on topics pertaining to strategy, mergers and acquisitions, regulatory development and operational transformation.

Jasmine is also one of the lead partners in the EY China Overseas Investment Network, actively connecting Chinese financial institutions with the global financial services network and advising on outbound investment and acquisition opportunities.

Jasmine is a keen advocate of innovation. She leads a strong and professional team with a great wealth of experience, supporting financial institutions to deliver digital and virtual banking services and promoting fintech and innovation in Hong Kong.

She is a champion of greater integration and cooperation within the Greater Bay Area (GBA). She spearheads the EY Greater Bay Area Center of Excellence to help clients succeed in capturing the vast opportunities in GBA. She is also a committee member of the GBA Committee of the Hong Kong Institute of Certified Public Accountants (HKICPA).

Jasmine is passionate about and active in supporting the development of accounting professionals in Hong Kong. She is a Council Member of the HKICPA, a committee member of the Professional Development Committee and the Registration and Practising Committee of the Institute, and a member of the Hong Kong Academy of Finance, the Accounting Development Foundation, the Association of Women’s Accountant Member and The Society of Chinese Accountants & Auditors.

Jimmy Lee
Member of the Executive Board, Head Asia Pacific
Bank Julius Baer

Jimmy Lee is Head Asia Pacific of Bank Julius Baer responsible for overseeing the development and management of the Julius Baer franchise in Asia. He is a board member of Julius Baer Group Ltd. and Julius Baer Foundation, a member of the Board of Directors of SCB-Julius Baer Securities Co. Ltd. (Thailand), and a board member of Beijing International Wealth Management Institute.

Jimmy spent a total of eleven years at Credit Suisse Group, where his last position was Market Group Head, Hong Kong. Previously, he acted as Chief Executive Officer Asia of Clariden Leu from 2009 to 2012 and headed the integration of the bank into Credit Suisse in the Asia Pacific region in 2012/13. Prior to that, he was Head Private Wealth Management Southeast Asia / South Asia at Deutsche Bank for five years and also held a number of other top management positions in the financial industry in Asia.

Jimmy holds a Bachelor of Business Administration with Honours from the National University of Singapore.

Andre Leung
Co-Chair, GreenTech and ESG Committee, Fintech Association of Hong Kong, and
CEO and co-founder, Aereve

Andre Leung is CEO and co-founder of Aereve (Regtech& ESG startup) and Co-Chair of GreenTech and ESG Committee of Fintech Association of Hong Kong. Andre studied undergraduate Mathematics at Oxford University and EMBA from Kellogg-HKUST. Armed with technical and business experience gained in the UK, US and APAC, Andre recently invented patented NLP-based technology on Chinese characters fuzzy logic, impacting traditional and new era of Green KYC AML process for financial institutions globally.

Laurence Li, SC, JP
Financial Services Development Council

Mr. Laurence Li, SC is the Chairman of the Financial Services Development Council (FSDC). The FSDC is an advisory body to the HKSAR Government on all matters relating to the development of Hong Kong as an international financial centre. It engages the industry in formulating proposals to promote the further development of the financial services industry of Hong Kong and to map out the strategic direction for the development.

Mr. Li’s profession is a practicing barrister. He focuses on banking, commercial, company, and securities law. Prior to being called to the Hong Kong Bar, he served in several positions within the Securities and Futures Commission in Hong Kong and, before that, worked in a law firm in New York.

Mr. Li is a Judge of the International Court and Regulatory Tribunal in Doha, Qatar. He is also a Fellow of The Hong Kong Polytechnic University, an Honorary Fellow of the Asian Institute of International Financial Law at The University of Hong Kong, and a Senior Fellow at the Centre for Financial Regulation and Economic Development at The Chinese University of Hong Kong.

Lina Lim
Regional Head of Discretionary and Funds, Investments & Wealth Solutions, Asia Pacific
HSBC Global Private Banking

Lina Lim is the Regional Head of Discretionary and Funds, Investments & Wealth Solutions, Asia Pacific at HSBC Global Private Banking. Ms. Lim has over 23 years of industry experience primarily in asset and wealth management.

Prior to joining HSBC Global Private Banking, Ms. Lim worked for J.P Morgan Wealth Management over a decade in various capacities. Her most recent responsibility at J.P. Morgan Wealth Management was to spearhead Institutional Wealth Management’s discretionary business in Asia for family offices, endowments, non-profits and foundations. Before joining J.P. Morgan Wealth Management, Lina was a Responsible Officer and Senior Portfolio Manager with Sumitomo Mitsui Asset Management based in Hong Kong.

Ms. Lim is a member of the Chartered Association of Certified Accountants (ACCA) and Chartered Financial Analyst (CFA). She is an advocate for sustainable investing and has strong passion for charity. She previously served as board member in two non-profit-organisations focusing on women education and wellness. She holds a post graduate certificate on Business Sustainability by Cambridge Institute for Sustainability leadership, University of Cambridge, United Kingdom. She was also a speaker at the 4th Global Asset Allocation Focus (GAAF 2019) in Shanghai focusing on ESG investing.

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

Amy Lo is Co-Head of Wealth Management Asia Pacific, Head and Chief Executive of UBS Hong Kong, and a Managing Director at UBS. Amy has over 30 years of experience in the banking industry. Since joining UBS in 1995, she has held a number of senior management positions including Regional Head of Ultra High Net Worth and Global Family Office in Asia. Today, the ultra-high net worth business is the leading wealth manager for ultra-high net worth individuals in the region.

Actively involved in the development of the private banking industry in Hong Kong, Amy chairs the Executive Committee of the Hong Kong Private Wealth Management Association (PWMA), and is a Board Member of the Hong Kong Financial Services Development Council (FSDC). She is also a member of the Banking Industry Training Advisory Committee of the Hong Kong Education Bureau, a member of the Exchange Fund Advisory Committee Financial Infrastructure Sub-Committee of Hong Kong Monetary Authority, and an advisor of Our Hong Kong Foundation.

A passionate supporter of youth education and technological innovation in Greater China, Amy is a member of The Court and the MBA Advisory Board at The University of Hong Kong, and a member of the Advisory Committee of the Department of Social Work at The Chinese University of Hong Kong. She is also a Board Member of the UBS Optimus Foundation, the independent grant-making foundation that helps UBS clients improve the education and welfare of children globally.

In recognition of her contribution to the wealth management industry, Amy was named Private Banker of the Year in the Asian Private Banker Awards for Distinction 2020. She also received the Executive Award at the DHL/SCMP Business Awards 2018 for her efforts in building UBS as a corporate citizen in Hong Kong. She was also named by a top-tier Chinese media, China Business News, as one of the "Hong Kong Top 20 in the next 20 years" for her contribution to innovation developments in 2017.

Laura Lui
Partner & Co-Chief Investment officer
Premia Partners

Laura has over a decade of experience in the financial industry especially in index and quantitative investments and capital markets. Prior to Premia Partners, Laura led the Index and Quantitative Investment team at ICBC Credit Suisse International and was responsible for all aspects of the firm’s index and quantitative investment business. Before that, Laura was the Head of ETF and Index Team at Mirae Asset Global Investments (HK). Earlier in her career, Laura has also gained extensive trading experience on Asian Equities, multi-asset derivatives and other exchange listed products from her previous roles with RBS and JPMorgan Chase Bank.

Laura has an Honours BSc degree in Actuarial Science and Statistics from the University of Toronto, and a MS degree in Global Finance from New York University and Hong Kong University of Science and Technology.

Paul McSheaffrey
Senior Banking Partner
KPMG Hong Kong

Paul has over 18 years’ experience in Hong Kong serving a wide range of financial institutions, having previously worked for KPMG in the UK for eight years.

Paul has worked with a variety of clients in Hong Kong and across Asia advising them on a range of matters. Paul’s clients comprise institutions in retail/commercial banking, private wealth management and investment banking with a particular focus on international groups’ operations in Asia.

Paul oversees relationships and all services across his clients with a personal focus on advising clients how to strengthen and improve their governance, risk management and compliance processes and on financial statements audits. Paul regularly engages with regulators, principally the HKMA, sharing views on industry and client matters.

Paul is Treasurer of the British Chamber of Commerce, Treasurer of the Asia Crypto Alliance and a member of the Private Wealth Management Association Accreditation and Examination Committee.

Bharisha Mirpuri
Client Solutions Lead, Financial Services
Randstad Hong Kong

Bharisha is the Client Solutions Lead of Financial Services at Randstad Hong Kong. A global leader in HR solutions, Randstad is ranked in the Fortune 500 list. In her role, Bharisha partners with companies in banking, financial services, fintech and private practice sectors to strengthen their employer brand and recruit new talent. Her clients range from multinational banks to start-ups, enabling her to hone her business partnering skills and share workforce and talent insights with business leaders and HR professionals. She was born in HK and has completed a degree with a double major in Psychology and International Relations from Monash University.

Alois Mueller
Managing Director, Head Private Markets Group APAC / Co-Chairman PE Investment Committee
Credit Suisse

Prior to joining Credit Suisse, Alois was Head of Wealth Management North Asia for Rothschild in Hong Kong. Before 2013, he held various senior roles at UBS, among them Head of UHNW Switzerland and Head of Structured Finance Switzerland. He was a member of UBS' Private Equity Investment Committee for 6 years and has considerable, broad-based international banking experience, having spent 3 years in London, 6 years in New York, and 7 years in Hong Kong, with a total of over 35 years of industry experience.

Alois attended the Stanford Executive Program SEP at Stanford University, California.

Jo Murphy
Managing Director, Asia Pacific
CAIA Association

Jo has been in Asia for 25 years and has held senior Asia Pacific wide management positions, successfully leading sales, business development, marketing, and client relationship management divisions; and has both built and managed large and effective regionally located teams.

Jo was expatriated to Hong Kong with Morgan Stanley and has worked for several global institutions including HSBC, Deutsche Bank and Triple A Partners. Jo’s roles have covered intermediary, buy and sell side as well as entrepreneurial groups, and now is Managing Director, Asia Pacific for the CAIA Association.

Jo enjoys the reputation of being hard-working, capable, committed, and commercial; is a seasoned presenter and sought out moderator, regularly contributing to leading forums addressing topical aspects of the financial services sector, with a particular focus on the Asia Pacific private markets landscape. Jo was a founding executive committee member of AIMA Hong Kong and now sits on its Education Committee, and holds corporate and NFP advisory board directorships, is a Fellow of Singapore University of Social Sciences and is an advisory council member of UPACA Gurukul (India).

Stephen Phillips
Director-General of Investment Promotion, Invest Hong Kong
The Government of the Hong Kong Special Administrative Region

Since 2017, Mr. Stephen Phillips has been the Director-General of Investment Promotion at Invest Hong Kong (InvestHK), the Government Department responsible for attracting and facilitating foreign direct investment into Hong Kong.

In a career focused on Asia for more than thirty years, Stephen has held senior investment banking positions with Deutsche and BZW/Barclays Capital before co-founding a Hong Kong-based group of companies providing IT, financial and consultancy services across Asia. In 2006 became the Chief Executive of the China Britain Business Council, as well as Chairman of the EU China Business Association. He has held a number of non-executive and adviser roles in China.

Mr. Phillips holds a BSc in Chemistry and Law from the University of Exeter.

Alexis Rocamora
APAC Lead, Sustainable Investment Research
London Stock Exchange Group

Alexis Rocamora is leading the Sustainable Finance and Investment Research function of LSEG in the Asia Pacific region. He is responsible for developing and refining ESG-related data models and methodologies, producing research tailored to the APAC financial ecosystem and engaging with investors, regulators, and international initiatives on sustainable finance.

With over eight years in the climate and sustainability field, Alexis brings a diverse mix of ESG-focused experiences in the corporate world and the public sector. Prior to joining LSEG in 2021, he worked as a Senior Consultant in the Climate Change and Sustainability Services of EY in Japan, advising global corporations on sustainability strategy, ESG reporting, net-zero transition and human rights due diligence. Before that, he was a Policy Researcher and Analyst at the Institute for Global Environmental Strategies (IGES), working with national governments on carbon pricing and climate finance as well as low-carbon technology project development in South-East Asia.

Currently based in Tokyo, Alexis is a French national who has been living in APAC for nine years, including Japan and Taiwan. He holds an MBA from Hult International Business School, an LLM in Environmental Law and a BA in Law, Economy and Management from Aix-Marseille University. He is a certified Sustainability Excellence Professional (SEP) from Green Business Certification Inc. (GBCI) and speaks French, English and Japanese.

Laurent Rosfelder
Operating Head WM North Asia, UBS Global Wealth Management
Managing Director, UBS

Laurent is the Operating Head Wealth Management North Asia at UBS, based in Hong Kong.

Laurent has over 25 years of experience in financial services. Before taking on his current role, Laurent has held a number of management positions at UBS including Head Offering & Delivery for UHNW in APAC, Global Head Offering and Sales Management for Wealth Management, and Global Head Strategy & Business Development for Wealth Management & Swiss Bank, based in Zurich.

He has an MBA from INSEAD France and is a graduate of Licentiate in Economics at the University of St. Gallen Switzerland.

Aveline San
Chief Executive Officer
Citi Hong Kong and Macau

Aveline San is Chief Executive Officer for Citi Hong Kong and Macau, responsible for the businesses and operations in the two markets. She is also the Chief Executive of Citibank N.A., Hong Kong Branch.

Aveline joined Citi in April 2019 as Regional Chief Compliance Officer for Asia Pacific (APAC). Prior to that, she was with UBS where she spent 14 years in various senior management positions, including APAC Group Regional Head of Compliance & Operational Risk Control and General Counsel of Wealth Management for North Asia. Aveline began her career as a lawyer in Australia.

Daniel Shane
Asian Private Banker

Daniel Shane is the Editor of Asian Private Banker, where he is responsible for the publication's market-leading editorial, research and awards programmes, as well as moderating and participating in regional events. Prior to joining APB in 2021, he was the Asia Companies & Markets News Editor for the Financial Times in Hong Kong, where he coordinated regional news gathering efforts for the daily newspaper and online. He has previously held finance- and business-focused editorial roles at CNN and Barron's. Originally from the UK, Daniel holds a Ba(hons) degree from the University of Sussex.

Peter Stein
CEO and Managing Director
Private Wealth Management Association

Mr. Stein has run the Private Wealth Management Association since December 2016. Mr. Stein previously worked for UBS AG where he oversaw the company’s Group Governmental Affairs for Asia Pacific and then served as Head of Regulatory Advisory & Relations, Asia Pacific. Prior to joining UBS AG, he was a senior editor and reporter in Hong Kong with The Wall Street Journal for more than 20 years, most recently as Hong Kong Bureau Chief and Associate Editor of the Asian edition. A native of New York City, Mr. Stein graduated with a Bachelor of Arts from Yale University.

Adeline Tan
Wealth Business Leader, Hong Kong & Taiwan
Mercer Investments (HK) Limited

Adeline's move to Hong Kong follows 12 years of consulting experience with Watson Wyatt (now Willis Towers Watson) in the UK. Her most recent role was primarily focused on delivering whole-fund investment solutions to clients that have chosen to delegate a greater part of their investment processes. In 2008, she returned to the UK after a secondment to the Shanghai office in 2007.

She focuses on investment and actuarial consulting, specializing in the areas of long-term investment strategy, DB/DC pension design, asset-liability studies, dynamic de-risking, performance monitoring and portfolio construction.

She serves a broad clientbase including corporations, wealth managers and public funds.

Adeline is a graduate of the Business School at the University of Warwick and is a Fellow of the UK Institute of Actuaries.

Brian Tang
Founder, ACMI and LITE Lab@HKU, and
Member of the Board of Directors, FTAHK

BRIAN W TANG is a board member and was founding co-chair of the Fintech Association of Hong Kong’s Regtech Committee, which has been recognized by the Hong Kong Monetary Authority in its two-year roadmap to promote regtech adoption as playing a “key role in the [regtech] ecosystem”. Brian is managing director of ACMI and founding executive director of LITE Lab@HKU - an interdisciplinary and experiential programme that fosters law, innovation, technology and entrepreneurship (LITE) at University of Hong Kong's Faculty of Law. Brian co-founded APAC Regtech Network (which brings together the regtech committees of the fintech associations of Hong Kong, Singapore, Japan and Malaysia); World Regtech Summit (which featured more than 80 regtechs in conjunction with Hong Kong Fintech Week 2020) and organized Hong Kong’s first lawtech and regtech hackathons LegalRegtechHack (which included mentors from the Securities and Futures Commission). Brian has been invited to speak and consult with financial institutions, fintechs and regulators (including at the HKMA’s AML/CFT Regtech Forum) and is a principal instructor for the world’s largest fintech online course on edX with more than 100,000 learners worldwide. Brian is also a globally recognized co-author of Wiley’s The FinTech Book, The RegTech Book, The AI Book and The LegalTech Book. Brian was previously at global investment bank Credit Suisse in Hong Kong and Wall Street law firm Sullivan & Cromwell in New York and Silicon Valley.

Jeff Tang
Partner, Financial Services Lead - People Advisory Services, Greater China & ASEAN

Jeff leads the People Advisory Services practice for Financial Services clients in the Greater China and ASEAN regions at Ernst & Young Tax Services Limited. Based in Hong Kong, he focuses on helping clients deliver their organisations’ vision by putting people at the center. He brings an understanding of strategic and functional HR knowledge along with commercial and business acumen to help organisations successfully realize strategic potential and drive tangible results.

As a leader, he is also one of EY’s thought leaders in the areas of Executive Remuneration, Performance Management, Talent Management, Workforce Strategy and Transformation.

Jeff currently co-chairs EY’s diversity & inclusivity network UNITY, and serves on EY’s global team in driving cultural activation for the organisation.

Arnaud Tellier
CEO, Asia Pacific
BNP Paribas Wealth Management

Arnaud Tellier is CEO, Asia Pacific at BNP Paribas Wealth Management and leads a regional team of over 1,100 private banking professionals across key markets in Asia.

In his role, Arnaud defines the strategic direction of the business while overseeing its day-to-day management. Arnaud is passionate about the business; his hands-on approach ensures clients and their families can better navigate ever-changing markets in Asia, and across the world.

Arnaud brings a multi-disciplinary approach to serving BNP Paribas' private banking clients, with a background in capital markets and corporate and investment banking. His efforts in transforming the Bank's offering for Asian clients saw him awarded 'Private Banker of the Year' at The Digital Banker's 2019 Global Private Banking Innovation Awards.

Arnaud has held senior management positions at BNP Paribas for more than 20 years. His most recent role was Head of Wealth Management, Singapore and Southeast Asia. He has held prior leadership roles as Regional Head of Corporate and Investment Banking, Northern & Central Europe and from 2006 to 2010, the CE0 and Country Head for Greece. Arnaud was Head of Corporate and Investment Banking for Turkey from 2010 to 2013.

A Finance graduate of the French Business School, Arnaud is fluent in Spanish, French and English. A family person at heart; he is also an avid sports enthusiast and participates in triathlons with his son.

Wendy Tsang
General Manager, Wealth Management Division
The Bank of East Asia, Limited

Ms. Wendy Tsang joined the Bank of East Asia, Limited in 2021 as General Manager of Wealth Management Division, responsible for the wealth management business of the Bank including private banking, investment products & advisory and securities & futures.

Ms. Tsang has over 30 years of experience in the investment and wealth management business, overseeing sales and investment activities across different market regions and client segments. Prior to joining the Bank of East Asia Limited, Ms. Tsang spent 13 years with Bank of China (Hong Kong) Limited with a primary responsibility for the setup and strategic development of its private banking business. In earlier years, she held various regional positions in product and sales for Chemical Bank, American Express Private Bank and Citibank.

Ms. Tsang was the founding member of PWMA, and also the Vice Chairman of the Executive Committee from 2016-2020. She is now the co-chair of the PWMA China Committee since 2021.

Stuart Wrigley
Head of Alternatives Capital Markets and Strategy Group Asia Pacific
Goldman Sachs Asset Management

Stuart is head of Alternatives Capital Markets & Strategy (ACMS) in Asia Pacific within Goldman Sachs Asset Management. ACMS leads institutional capital markets, capital raising and client strategy across direct investing and open architecture alternatives strategies. Previously, he was head of the Securities Division for the Middle East and North Africa based in Dubai, where he provided coverage to Middle Eastern sovereign wealth funds. Prior to relocating to Dubai in 2006, he spent five years as an equity salesperson in London. Stuart joined Goldman Sachs in 2001 as an analyst and was named managing director in 2010.

Stuart earned a BA in Politics, Philosophy and Economics from Trinity College, Oxford University, in 2001.

Wu Li
Managing Director, Co-Head of Wealth Management
China Merchants Bank International

Ms. WU Li is the Co-Head of Wealth Management, Managing Director of China Merchants Bank International (CMBI), based in Hong Kong, with around 20 years of experience in financial sector.

Joining CMBI in 2015, she is currently responsible for the firm’s wealth management business, overseeing client acquisition and management across the Asia Pacific regions. Wu is committed to establishing a high-quality wealth management business model to fulfill clients changing needs on asset allocation, family offices, trusts, advisory services on overseas investment, financing, etc.

Prior to joining CMBI, Ms. Wu was the Director in Royal Bank of Canada, responsible for the exploitation of high-net-worth clients, heading up the bank’s wealth management business in China. She also served as the Executive Director in Perella Weinberg Partners, a Wall Street based boutique investment bank focuses on M&A advisory and asset management, chairing its business development in China. Wu boosted the firm’s collaboration with China Sovereign Wealth Funds, state-owned large corporations and private sector companies. In her early stage, Ms. Wu worked on various positions at Societe Generale and Arthur Andersen.

Ms. WU Li holds a Bachelor's degree in International Accounting from Guanghua School of Management, Peking University and a Master's degree in Public Administration (MPA) from the University of Victoria, Canada.

Arthur Yuen, JP
Deputy Chief Executive
Hong Kong Monetary Authority

Arthur Yuen is in charge of the full range of banking policy, supervision, conduct, and enforcement issues at the HKMA. He joined the HKMA in 1996 as Head of Administration and has since taken up different responsibilities including research and liaison on China economic and market development issues before being appointed Head of Banking Supervision in 2000. He took up the position as Executive Director (Banking Development) in July 2004, Executive Director (Banking Supervision) in June 2005 and Executive Director (External) in July 2008. He was appointed to his present position on 1 January 2010.

Adrian Zuercher
Managing Director, Head Global Asset Allocation & Co-Head Global Investment Management APAC
UBS Chief Investment Office

Adrian Zuercher is Head Global Asset Allocation and Co-Head Global Investment Management APAC at UBS Chief Investment office. In his Global Asset Allocation role, he is responsible for multi-asset portfolio solutions. He co-chairs the tactical investment forum, the global portfolio construction meeting, and is a member of the global investment committee which defines the UBS CIO house-view. In his Global IM APAC capacity, he is responsible for investment fund selection, portfolio management, and product development. Adrian oversees regionally discretionary and advisory mandates, investment and alternatives funds, sustainable investing, and the wealth planning offering.

Before joining UBS, Adrian was Head of Multi-Asset Emerging Market Strategy and Global Asset Allocation at Credit Suisse Asset Management in Hong Kong and Zurich, where he was responsible for multi-asset class portfolios as well as advising sovereign wealth funds and other institutional investors on asset allocation. Prior to that, he was an equity fund manager in charge of Asia at VP Bank Asset Management, and a multi-asset class portfolio manager at F. van Lanschot Bankiers. Adrian holds an MSc in finance and economics from the University of Bern and is a CFA charterholder.

More speakers to be announced soon.

Event Secretariat
Ms. Dada Yau, Plus Concepts
Telephone : +852 3983 2308
Email : dada.yau@plus-concepts.com

PWMA Hotline

Telephone : +852 3758 2291
Email : event@pwma.org.hk

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