PWMA Wealth Management Summit 2025

Agenda

Main Plenary

Session (Timing and order of the session to be announced)
Welcome Remarks Amy Lo, JP Chairman, Executive Committee, Private Wealth Management Association, and Chairman, Global Wealth Management Asia, Head and Chief Executive, UBS Hong Kong
Keynote Speech The Honourable Paul Chan Mo-po, GBM, GBS, MH, JP, Financial Secretary, The Government of the Hong Kong Special Administrative Region
Regulatory Dialogue As global dynamics, client needs, and technological capabilities continue to shift, this session offers a unique opportunity to hear directly from the leader of HKMA on how to shape a resilient, competitive, and innovative future. Eddie Yue, JP, Chief Executive, Hong Kong Monetary Authority
Panel Discussion: Expanding Horizons As the wealth management industry evolves, private banks are broadening their focus to meet the growing needs of high-net-worth families. This panel brings together senior leaders to share their views on how the industry is expanding its role across investment management, legacy planning, innovation, and cross-border opportunities. Set against Hong Kong's rise as a leading wealth and family office hub, the discussion will highlight how firms are positioning themselves for growth in a more complex and dynamic global environment. - Vincent Chui, Head of Wealth Management, Asia Pacific, Morgan Stanley - Harshika Patel, Managing Director, Chief Executive Officer, Asia Private Bank, J.P. Morgan - Arnaud Tellier, CEO, Wealth Management Asia, BNP Paribas - Lok Yim, Regional Head, Global Private Banking, Asia Pacific, HSBC Moderator: Michael Stanhope, Founder & Chief Executive Officer, Hubbis
Executive Fireside Chat: Rising Above Change and Uncertainty In a time defined by rapid shifts in geopolitics, regulation, technology, and market dynamics, private banks are being tested on their ability to lead through complexity. In this executive fireside chat, we hear from one of the industry's most senior global leaders on how institutions are adapting--not just to withstand change, but to rise above it. From strengthening organizational resilience and talent strategy to rethinking business models and embracing innovation responsibly, including the thoughtful integration of AI into client service and operations, this session will explore what leadership looks like in an era of accelerated transformation. - Iqbal Khan, Co-President UBS Global Wealth Management and President UBS Asia Pacific - Doug Ostrover, Co-Chief Executive Officer, Blue Owl - Jean Eric Salata, Chairman of EQT Asia and Head of EQT Private Capital Asia
Executive Fireside Chat: Across the Wealth Continuum: What Clients Want, Need, and Expect Next This candid fireside chat explores the evolving priorities of private clients in today's rapidly shifting wealth landscape. From rising expectations to increasing demands for smarter digital engagement, private banks are navigating new pressures -- and unlocking new possibilities. We'll delve into how client behaviors are changing, what's driving the shift toward greater personalization and proactivity, and what it truly takes to deliver lasting value across the wealth continuum. - John Mallory, Co-Head, Global Private Wealth Management, Goldman Sachs - Stuart Parker, Head of Global Wealth, PGIM
Panel Discussion: Timeless Wealth Protection in a Changing World New financial innovations keep emerging, yet the core of wealth planning remains timeless. Join 1291 Group as they explore the PATEC framework - Privacy, Asset Protection, Tax Optimization, Estate Planning, and Cash Liquidity - the five key pillars of wealth protection in uncertain times. Michael Blake, CEO Asia, Union Bancaire Privée Michelle Sng, Partner, 1291 Group Patrick Yip, Asia Vice Chair, Mishcon de Reya LLP Moderator: Franco Morra, Founder and Managing Director, winsight
Regulatory Priorities: SFC HK Dr. Eric Yip, Executive Director, Intermediaries, Securities and Futures Commission
Insights Unveiled: The PWMA Annual Wealth Management Report 2025 - Vivien Khoo, Chief Executive Officer and Managing Director, Private Wealth Management Association - Jia Ning Song, Head of Advisory and Head of Banking and Capital Markets Sector - Hong Kong, KPMG China
Panel Discussion: Alternative Edge: Innovation, Access, and the Future of Private Market Investing As demand for alternative investments accelerates, private wealth is entering a new era of diversification and innovation. This session explores the key trends shaping private market strategies and how the industry is responding to evolving client expectations--balancing innovation with suitability and redefining the role of alternatives in modern private banking. - Mathieu Forcioli, Global Head and Asia-Pacific Head of Alternatives, HSBC Wealth and Personal Banking - Gunther Jost, Head GWM Alternatives Specialists APAC, Unified Global Alternatives, UBS - Kyle Kniffen, Global Head of Alternatives for Third Party Wealth, Goldman Sachs Asset Management - John Sweeney, Chief Executive Officer, Brookfield Oaktree Wealth Solutions - Erin Yam, Head of Greater China, Blackstone Private Wealth
Panel Discussion: Smart Strategies for a Shifting Market - Balancing Return, Resilience, and Yield Markets remain volatile, shaped by persistent macroeconomic uncertainty, shifting interest rate dynamics, and fast-moving global trends. At the same time, clients are increasingly demanding more purposeful portfolios--whether through ESG integration, impact investing, or exposure to high-conviction themes such as digital innovation and AI. This panel brings together leading investment experts from private banking and asset management to explore how portfolios can be built to withstand turbulence while still capturing attractive yield and long-term growth opportunities. The discussion will examine how agility, risk management, and new tools--both human and digital--are reshaping the investment playbook in today's complex landscape. - Adrian Chan, Director of Portfolio & Traditional Specialist, APAC, Citi Private Bank - James Cook, Investment Director, Head of Investment Directors and Specialists, Federated Hermes Limited - Joshua Crabb, Head of Asia-Pacific Equities, Robeco
Beyond Borders: Hong Kong's Expanding Role in Regional and Global Wealth As Hong Kong strengthens its position as a leading private wealth and family office hub, the city is also extending its reach across key markets in the region and beyond. This session will explore how institutions are leveraging Hong Kong's unique advantages--its regulatory framework, talent pool, and global connectivity--to engage high-net-worth clients and opportunities outside its borders.

Thought Leadership Breakout
Location: Crystal Court, 19/F
Thought leadership breakout will not be live streamed for the Virtual attendees.

Session
Panel Discussion: Family Office 360: The Next Chapter Unfolds - Benjamin Cheng, Chief Executive Officer, Howden Private Wealth - Alex Lewis, Global Practice Director, Howden Private Clients - Roy Phan, Partner of International Tax Services, Deloitte - Dr. Rocky Tung, Director and Head of Policy Research, Financial Services Development Council Moderator: April Lok, Head of Business Development, Howden Private Wealth
Panel Discussion: Private Credit in Focus: Evolution, Opportunity, and Convergence - John Cheng, Head of Managed Solutions, LGT Private Banking Asia Pacific - William (Bill) Fong, Managing Director Senior Advisor, Head Alternatives Specialists Asia & Middle East, Bank Julius Baer - John Zito, Co-President, Apollo Asset Management Moderator: Christina Au-Yeung, Head of Investment Management Services, Private Wealth Management Asia, and Executive Director, Morgan Stanley
Panel Discussion: The Digital Shift: Why Crypto and Tokenization Are Moving Up the Wealth Agenda Digital assets are no longer on the sidelines. With crypto markets reaching new highs, broader adoption accelerating, and tokenization gaining real traction, digital innovation is starting to reshape how wealth is created, accessed, and managed. This session explores why crypto and tokenization are becoming a strategic priority--and what wealth professionals need to understand now. - Anthony Bassili, President, Coinbase Asset Management - Alexandre Deschâtres, Head of Hong Kong and Greater China North Asia, SC Ventures - Grant Pan, Group CFO, Noah Holdings
Panel Discussion: AI, Platforms & the Future of Access: How Digital Disruptors Are Rewriting the Wealth Playbook Digital disruptors are reshaping how wealth services are delivered, from AI-driven advice to innovative platforms that open new channels and broaden client reach. This session brings together leading players from fintech, digital bank, and wealthtech to explore how technology is redefining client access, expectations, and engagement. The discussion will highlight what the future of wealth looks like when agility, scale, and digital innovation take center stage. - Tat Lee, Chief Executive, WeLab Bank - Kelvin Lei, CEO, Co-founder, AQUMON - Steve Zeng, Managing Director, Futu Moderator: Benson Wong, Managing Director, Head of Digital, JP Morgan Private Bank

- The programme and speakers are subject to change.
- Speakers are listed in alphabetical order of their last name

Please note:

* 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 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 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

Agenda

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