PWMA Wealth Management Summit and Dinner

This is an important part of PWMA's initiatives to drive the continuous development of the industry and to promote the growth of the private wealth management industry in Hong Kong.

PWMA Wealth Management Summit 2019

The Private Wealth Management Association (PWMA) will host its 4th Wealth Management Summit on 8th October 2019 (Tuesday). This flagship event continues to bring together senior executives, thought leaders, government officials and regulators, with the mission to create a platform for practitioners to connect, exchange ideas and to explore new opportunities in the wealth management industry.

With the theme “Shaping the Future”, this year's summit will look at the major trends that shape the industry for years to come.

The announcement of the Greater Bay Area plan helps expand Hong Kong’s coverage and promote new growth opportunities as the GBA will attract talents, new businesses and new wealth to the region. In addition to bringing improvement in operational efficiency, the continuous advancement of Fintech and digital transformation will also rapidly change the way banking services are delivered; the granting of virtual banking licenses early this year is one of the examples. The industry therefore needs to explore ways to effectively combine digital technology and human touch to bring the best experiences to clients. Through thought-provoking discussions and presentations, the speakers will discuss the emerging opportunities and chart a path for the private wealth management industry’s growth.

The summit provides a great opportunity to exchange ideas, discover trends and network with professionals across the private wealth management industry. The event continues to feature an exhibition zone which allows delegates to check out the latest products and services offerings and technological solutions. This year’s event is expected to attract over 700 industry professionals to attend and we look forward to seeing you there.


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Who should attend

  • Private Banks
  • Asset Management Firms
  • Independent Financial Advisors
  • Law Firms
  • Fiduciary Services / Trust Services
  • Accounting, Tax and Consulting Firms
  • Industry Associations
  • Family Offices
  • Regulatory Bodies
  • Technology Providers

Registration Fees and Methods:

• PWMA Members and CPWP Holders: HK$500 per person. (Subsidized by PWMA for our members and Certified Private Wealth Professionals (CPWPs)). For members, please contact the designated coordinator of your firm for registration. Registration is closed.

• Non-Members: HK$4,500 per person. This summit is also open to non-members, please register here (Group discount: For group registration of over 5 passes, a 20% discount will be offered.)

For enquiries, please contact the Event Secretariat, Ms. Dada Yau, Plus Concepts at dada.yau@plus-concepts.com.

Speakers

PWMA Annual Dinner 2019



The PWMA Annual Dinner will bring together over 700 practitioners from private banks. We aim to create an occasion for our member firms and their staff to connect for networking and building friendships.


This Annual Dinner only opens to corporate nominations from our member firms and by invitation only. It will be subsidized at a discounted rate of HK$1,200 per person for PWMA members. To register, please contact the designated coordinator of your firm. For enquiries, please contact the Event Secretariat, Ms. Dada Yau, Plus Concepts at dada.yau@plus-concepts.com.


Sponsors



Lead & Lanyard Sponsor
Lead Sponsor



Diamond Sponsors



Platinum Sponsors



Gold Sponsor



Refreshment and Charging Station Sponsor




Supporting Organisations





Event Manager


Venue


Wealth Management Summit 2019

Meeting Room N101, new wing

Hong Kong Convention and Exhibition Centre

Address: 1 Expo Drive, Wanchai, Hong Kong
Tel: (852) 2582 8888, Fax: (852) 2802 0000
Email: info@hkcec.com, Website: www.hkcec.com

PWMA Dinner 2019

Convention Hall, Level 1, old wing

Hong Kong Convention and Exhibition Centre

Address: 1 Expo Drive, Wanchai, Hong Kong
Tel: (852) 2582 8888, Fax: (852) 2802 0000
Email: info@hkcec.com, Website: www.hkcec.com

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