PWMA Wealth Management Summit 2023

"Sustainable Growth: Family Offices and Beyond"

6th October, 2023 (Friday)

Join us in celebrating the 10th anniversary of the Private Wealth Management Association (PWMA) at our annual Wealth Management Summit.

This year's conference, themed "Sustainable Growth: Family Offices and Beyond", will bring together industry experts, thought leaders and practitioners to explore the evolving landscape of wealth management and outline actionable strategies for sustainable success.

The conference also presents a valuable opportunity to showcase Hong Kong's resurgence as a leading international financial centre. We will highlight the unique opportunities, discussing initiatives that solidify Hong Kong's position as a premier wealth management hub, super-connector and leading destination for family offices.

From keynote speeches by esteemed guests to discussions on regulatory updates and a CEO panel featuring prominent industry leaders, our summit covers a wide range of insightful sessions. As China continues to drive growth in the private banking sector, our summit will delve into development strategies for the Mainland China market and the Greater Bay Area (GBA) by drawing inspiration from the recently published PWMA China White Paper, namely “Hong Kong 2035: A Global Wealth Management Centre”.

Our program also features an impressive lineup of topics that are shaping the future of wealth management. Explore the realms of alternative investments and impact investing, uncovering how private banks can satisfy growing client interest by integrating these strategies into their offerings. Discover how the value propositions of private banks can grow stronger by adapting to clients’ evolving needs. Our agenda features a diverse range of sessions that explore the latest trends and critical topics in technology, operations, and more, ensuring you stay at the forefront of industry advancements.

With an anticipated attendance of around 800 industry professionals, don't miss the premier private banking event of the year, where you can engage with key stakeholders, explore new horizons, and shape the future of wealth management. Stay tuned for updates on speakers and program details.

Congratulations to the winners below!
All winners will be notified individually for prize redemption.

Winner of Samsung Smart Monitor
 Jennifer Fong, UBS AG

Winner of Samsung S-Series Soundbar
 Wan Yin Ng, Bank of China (Hong Kong) Limited

Winner of Samsung The Freestyle Projector
 Eva Chan, Bank Julius Baer & Co. AG


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* Delegates / CPWPs / CPWPAs / Apprentices / Alumni HK$1,500 HK$700
Non - PWMA Members HK$3,300 HK$1,300

*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: You may receive up to 6 OPT hours for full-day attendance, 3 OPT hours for morning attendance and 3 OPT hours for afternoon OPT hours.
  • You must attend the entire presentation sessions or panel discussions to get OPT hours.
  • For virtual attendees, you must also 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 virtual 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
Family Offices Promotion Partner

Diamond Sponsors

Platinum Sponsors

Gold Sponsor
Seat Cover Sponsor

Refreshment and Lanyard Sponsor

Lucky Draw Sponsor

Supporting Organizations

Event Manager


Wealth Management Summit 2023
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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