PWMA Wealth Management Summit


Lead and Lanyard Sponsor






About KPMG China

KPMG China operates in 18 cities across China, with around 12,000 partners and staff in Beijing, Beijing Zhongguancun, Changsha, Chengdu, Chongqing, Foshan, Fuzhou, Guangzhou, Hangzhou, Nanjing, Qingdao, Shanghai, Shenyang, Shenzhen, Tianjin, Wuhan, Xiamen, Hong Kong SAR and Macau SAR. With a single management structure across all these offices, KPMG China can deploy experienced professionals efficiently, wherever our client is located.

KPMG is a global network of professional services firms providing Audit, Tax and Advisory services. We operate in 154 countries and territories and have 200,000 people working in member firms around the world. The independent member firms of the KPMG network are affiliated with KPMG International Cooperative ("KPMG International"), a Swiss entity. Each KPMG firm is a legally distinct and separate entity and describes itself as such.

In 1992, KPMG became the first international accounting network to be granted a joint venture licence in mainland China. KPMG China was also the first among the Big Four in mainland China to convert from a joint venture to a special general partnership, as of 1 August 2012. Additionally, the Hong Kong office can trace its origins to 1945. This early commitment to the China market, together with an unwavering focus on quality, has been the foundation for accumulated industry experience, and is reflected in the Chinese member firm's appointment by some of China's most prestigious companies.


 
 

Lead Sponsor





Thomson Reuters

Thomson Reuters is the world's leading source of news and information for professional markets. Our customers rely on us to deliver the intelligence, technology and expertise they need to find trusted answers. The business has operated in more than 100 countries for more than 100 years. Thomson Reuters shares are listed on the Toronto and New York Stock Exchanges. For more information, visit www.thomsonreuters.com.


 
 

Diamond Sponsors





Appway builds software for today, and innovates for the technology of the future. With over ten years of industry experience, Appway guides the leading financial institutions, both big and small, as they build sustainable and scalable solutions that quickly adapt to changing conditions.

Headquartered in Switzerland with offices around the globe, Appway's award-winning software suite serves over 420,000 users worldwide. More than 225 institutions rely on Appway to improve internal efficiencies, engage customers across all channels, and keep ahead of regulations.

Appway Onboarding's guided processes enable financial institutions to quickly adapt to changing legal and tax environments. With end-to-end automation and full transparency, Appway Onboarding's out-of-the-box solution covers all activities related to the client lifecycle, guaranteeing outstanding experiences while ensuring compliance.


 
 


Clifford Chance is one of the world's leading law firms, helping clients achieve their goals by combining the highest global standards with local expertise. The firm has operated in Asia Pacific for almost 40 years with eight offices across the region and more than 400 lawyers in Beijing, Hong Kong, Perth, Seoul, Shanghai, Singapore, Sydney and Tokyo.

We have the largest regulatory practice of any firm across Asia Pacific. The team has extensive experience advising financial institutions, private wealth managers, financial investors and corporate enterprises in a full range of regulatory and compliance matters, including those relating to licensing and registration, conduct of business requirements, senior management responsibilities, reporting and disclosure, client assets, private banking business, market misconduct, electronic trading, data privacy, OTC derivatives reform, anti-money laundering, bribery and corruption. We work at the forefront of all major issues affecting Asia's financial services industry and are actively engaged with regulators concerning new developments in the financial markets.

The private wealth management sector is a key area of focus for Clifford Chance. We have a dedicated, cross-practice wealth management team with leading advisory and contentious lawyers to meet the legal needs of our clients in the industry.


 
 

Platinum Sponsors





Hubbis focuses on the Asian wealth management industry and produce high-quality, localised content that is practical and independent. This includes news, articles, research, reports and conference-related content, and is available in multiple formats including video, web and print. The Hubbis e-learning platform consolidates this wealth of knowledge into an indispensable training and development resource for all professionals.

Our Value Proposition

We are committed to continually innovating to improve and meet the fast-changing market and client needs. We believe in working closely with our partners to better understand what constitutes great value to them and always produce tangible results.


 
 


T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on—now, and over the long term.

We provide an array of commingled funds, subadvisory services, separate account management, retirement recordkeeping, and related services for individuals, advisors, institutions, and retirement plan sponsors.

Our intellectual rigor helps us seek the best ideas for our clients, our integrity ensures that we always put their interests first, and our stability lets us stay focused on their goals as we pursue better investment outcomes.

As of 30 Jun 2018, we manage USD$1.04 trillion in assets and serve clients in 48 countries worldwide.


 
 

Refreshment Sponsor





First State Investments (‘FSI’), known as Colonial First State Global Asset Management in Australia, is the investment management business of the Commonwealth Bank of Australia. We are a global asset manager with established offices across Europe, the US and Asia Pacific regions. We are stewards of assets managed on behalf of institutional investors, pension funds, wholesale distributors and platforms, financial advisers and their clients worldwide.

With expertise across a range of asset classes and specialist investment sectors, our approach to investment is driven by a commitment to provide the best possible outcomes over the long term for our investors. To achieve this, we ensure our interests are aligned with our investors and uphold a culture of consistently acting in our clients’ best interests.


 
 


 

Enquiries

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