The Honourable Paul Chan Mo-po, GBM, GBS, MH, JP
Financial Secretary
The Government of the Hong Kong Special Administrative Region

Mr. Chan is a Certified Public Accountant. He is a former President of the Hong Kong Institute of Certified Public Accountants.

Before joining the Government, Mr. Chan held a number of public service positions including member of the Legislative Council and Chairman of Legal Aid Services Council.

Mr. Chan served as Secretary for Development from July 2012 to January 2017. He has been Financial Secretary since 2017.

Eddie Yue, JP
Chief Executive
Hong Kong Monetary Authority

Mr. Eddie Yue was appointed Chief Executive of the Hong Kong Monetary Authority (HKMA) from 1 October 2019.  He began his career as an Administrative Officer in the Hong Kong Government in 1986.  He joined the HKMA upon its establishment in 1993 and was promoted to Division Head a year later.  He was appointed Executive Director in 2001 and subsequently Deputy Chief Executive in 2007 before taking up his current position.

Mr. Yue has participated in numerous areas of the HKMA’s work.  During his tenure as Deputy Chief Executive, he steered major policies and initiatives relating to reserves management, research, external affairs and market development.  Mr. Yue was also actively involved in tackling major financial crises and played an instrumental role in enhancing the Linked Exchange Rate System.

Dr. Eric Yip
Executive Director, Intermediaries
Securities and Futures Commission

Dr. Eric Yip is a member of the Securities and Futures Commission (SFC). He is also an Executive Director heading the Intermediaries Division, which comprises the Intermediaries Supervision and Licensing departments. The Division is primarily responsible for administering licensing requirements and conducting ongoing supervision of licensed corporations with a focus on their business conduct and financial soundness.

Dr. Yip is a seasoned financial professional having in-depth knowledge of the operation and regulation of the financial markets in Hong Kong and Mainland China. Prior to joining the SFC, he held senior roles in banking, asset management and Hong Kong Exchanges and Clearing Limited. He began his career as a Management Consultant at McKinsey and Company.

Dr. Yip sits on the SFC’s Executive Committee.

Nitish Koladoo
Senior Manager (Supervisory Technology), Banking Supervision Department
Hong Kong Monetary Authority

Nitish Koladoo is a Senior Manager in the Banking Supervision Department at the Hong Kong Monetary Authority, where he has been driving Fintech adoption across Hong Kong's banking sector since 2022. He leads initiatives under the HKMA’s “All Banks Go Fintech” strategic pillar, including the FiNETech series, Fintech Connect, and the launch of the GenAI Sandbox, which have transformed how financial institutions leverage emerging technologies and collaborate in the Fintech ecosystem.

With expertise in both technology and financial supervision, Nitish focuses on building productive bridges between traditional banks and innovative solution providers, advancing the adoption of artificial intelligence, distributed ledger technology, and other Fintech areas including Regtech, Wealthtech and Greentech applications throughout the banking ecosystem.

Nitish holds degrees in Computer Science and Engineering, Software Engineering Projects and Management, and an Executive MBA. He serves as a committee member of the ISACA Hong Kong Chapter, contributing to technology governance standards in the financial sector.

Christina Au-Yeung
Head of Investment Management Services, Private Wealth Management Asia, and Executive Director
Morgan Stanley

Christina Au-Yeung is Head of Investment Management Services (IMS) for Morgan Stanley Private Wealth Management Asia (PWM Asia), based in Hong Kong. IMS is responsible for the origination, diligence, marketing and distribution of managed solutions and advisory portfolio services.

Prior to joining Morgan Stanley PWM Asia in 2018, Christina was a Vice President at Bank J. Safra Sarasin Ltd, Hong Kong. Christina started her career as a Marketing Executive at Tiburon Partners LLP, London.

Christina read Anthropology and Law at the London School of Economics and Political Science, United Kingdom and is a member of the 100 Women in Finance Group.

Anthony Bassili, CAIA
President
Coinbase Asset Management

Anthony Bassili, CAIA is President of Coinbase Asset Management (“CBAM”), a subsidiary of Coinbase Inc. CBAM is a web3 asset manager building investment solutions and fund products for institutional investors globally. CBAM is an SEC registered Investment Advisor, regulated by the CFTC, and an NFA member.

Prior to joining CBAM, Mr. Bassili was Head of Allocators & Tokenization for Coinbase Institutional. In this role, he was responsible for managing relationships with global financial institutions, advising on investment solutions related to digital asset hedge fund and venture strategies, tokenization, and facilitating capital introductions. His Clients covered single and multi-family offices, Endowments & Foundations, Consultants, Pensions, and Sovereign Wealth Funds globally.

Prior to joining Coinbase, Mr. Bassili served as Head of Pensions for BlackRock iShares where he helped allocators develop active and niche strategies across public and private asset classes. Prior to leading the iShares business, he spent more than a decade leading business development, investment strategy, and as a portfolio manager within the global trading platform at BlackRock.

Mr. Bassili is a contributor to digital asset education with the AIF Institute Center for Financial Innovation, the Global Interdependence Center (GIC), and the Chartered Alternative Investment Management Association (CAIA). He advises Web3.0 startups and is an active early stage investor.

https://www.linkedin.com/in/abassili/

https://x.com/SmartestBeta

Michael Blake
CEO Asia
Union Bancaire Privée

Michael Blake is CEO Asia for Union Bancaire Privée (UBP), a family-owned private bank and specialist asset manager headquartered in Geneva, Switzerland.

In this capacity, Michael is responsible for the leadership and development of UBP’s wealth management business in Asia. He brings to the role a track record of leading cross-cultural teams during periods of growth and transformational change.

Michael joined UBP in 2016 upon its successful acquisition of Coutts International. Prior to this, he was Chief Executive of Coutts International, with responsibility for leading its international wealth management business and overseeing its integration with UBP in Europe and Asia.

Michael has lived in Asia for much of the past two decades and is active in various international affairs forums. He read Philosophy, Politics and Economics at Oxford University and studied Mandarin in Beijing.

Adrian Chan
Director of Portfolio & Traditional Specialist, APAC
Citi Private Bank

Adrian Chan is a Portfolio and Traditional Specialist at Citi Wealth. In his role, he provides clients with guidance on building portfolios of funds and discretionary mandates. Adrian has been with Citi since May 2020 and has extensive experience across traditional and alternative investments.

Prior to Citi, Adrian held business development roles with asset management firms including BMO Global Asset Management, Value Partners, JPMorgan Asset Management and LGT Capital Partners. Adrian is a graduate of the University of Waterloo in Canada (Computer Engineering) and completed a Master of Business Administration at the Hong Kong University of Science and Technology. He is a CFA charterholder.

Wing Chan
Head of Manager Research, Asia-Pacific
Morningstar Asia Limited

Wing Chan is the Head of Manager Research, Asia-Pacific at Morningstar Asia Limited, a wholly owned subsidiary of Morningstar, Inc. He leads Morningstar’s regional manager research teams in key asset management hubs of Hong Kong, Mumbai, Shenzhen, Singapore, Sydney, and Tokyo, producing qualitative ratings and insightful research for investors. In addition, Wing serves as a Director of Morningstar Asia Limited and oversees the delivery of manager research services to financial institutions and intermediaries in the region.

Prior to joining Morningstar in 2013, Chan was an investment counsellor for EFG Bank, where he advised on investment solutions and contributed to the bank’s mutual fund research and due-diligence effort in Asia. He also worked as an investment associate for Macquarie Private Bank and as an investment consultant for Lonsec Limited.

Chan holds a bachelor’s degree in economics and finance, with merit, from the University of New South Wales.

Benjamin Cheng
Chief Executive Officer
Howden Private Wealth

A veteran in financial services industry with over two decades of experience, Benjamin joined Howden Private Wealth in 2014 as Head of Hong Kong Branch. He was promoted to Chief Executive Officer, Hong Kong in 2018 and subsequently Chief Executive Officer, Asia in 2022.

As of January 2024, he was appointed as the Chief Executive Officer and will lead Howden Private Wealth across the operating hubs in Asia, EMEA and the US.

Prior to joining Howden Private Wealth, Benjamin was with Citigroup for seven years. His last held position was Head of Insurance Broker Business and Chief Executive of Citi Insurance Broker (Hong Kong) Limited. In this position, he was responsible for managing the sales and distribution as well as developing insurance broker referral across Citigroup’s entities.

Benjamin holds a Bachelor’s degree in Commerce from University of Auckland.

John Cheng
Head of Managed Solutions
LGT Private Banking Asia Pacific

John Cheng leads the Managed Solutions platform for LGT Private Banking Asia Pacific, overseeing end-to-end fund due diligence across both public and private asset classes. Based in Hong Kong, he manages a specialist team responsible for identifying, positioning and advising on best-in-class managed investment solutions across a rigorously curated platform.

With over 20 years of financial and investment experience, John has a distinguished track record in fund selection and portfolio construction. He joined LGT in Hong Kong in 2017, bringing with him extensive experience in private banking product development and structuring. He commenced his career at Macquarie Bank in Sydney before moving to Zurich Capital Markets and Wilson HTM Investment Group in Australia. In 2012, he relocated to Hong Kong and managed public and private fund platforms for Asian clients at Coutts Private Bank and Union Bancaire Privée.

John holds a Bachelor of Commerce/ Laws (B.Comm/ LLB) from the University of New South Wales and a Graduate Diploma in Applied Finance from the Financial Services Institute of Australasia (FINSIA). He is an avid hiker, frequently traversing the trails of Hong Kong and beyond.

Vincent Chui
Head of Wealth Management, Asia Pacific
Morgan Stanley

Vincent Chui is Managing Director and Head of Wealth Management, Asia Pacific for Morgan Stanley. He oversees the Firm’s wealth business across Asia and Australia.

He is also the Chief Executive of Morgan Stanley Bank Asia Limited, a licensed bank domiciled in Hong Kong with operation in Hong Kong, Singapore and Mainland China.

He has served in many public service roles and is currently a member of the Advisory Committee of Securities and Futures Commission of Hong Kong.

Vincent joined Morgan Stanley in 1996 and served as the Global Head of Institutional Equity Distribution for Asia Pacific prior to assuming his current role. He holds a BBA (Hons) from The Chinese University of Hong Kong and is a recipient of the Beta Gamma Sigma Honoree Award. He also holds an MBA from Kellogg School of Management, Northwestern University and the Hong Kong University of Science and Technology.

James Cook
Investment Director, Head of Investment Directors and Specialists
Federated Hermes Limited

James joined in November 2011 and is Investment Director for emerging market equity strategies and Head of Investment Directors and Specialists. Within his role, he oversees the team of investment directors and specialists supporting all equity and fixed income products. He joined from Fidelity Worldwide Investments, where he was product director for emerging markets equities from October 2005 until May 2011. He previously worked at Threadneedle Investments in investment communications. James has a degree in Economics from Royal Holloway, University of London, and holds the Investment Management Certificate.

Joshua Crabb
Head of Asia-Pacific Equities
Robeco

Joshua Crabb is Head of Asia-Pacific Equities and responsible for managing the Asia-Pacific equites team. He is also Portfolio Manager of Robeco Asia- Pacific Equities, Robeco Asian Stars Equities and Robeco Sustainable Asian Stars Equities.

Before joining Robeco in 2018, Joshua was Head of Asian Equities at Old Mutual and Portfolio Manager at BlackRock and Prudential in Hong Kong. He started his career in the investment industry as Sector Analyst at BT Financial Group in 1996.

Joshua holds a Bachelor's with Honors in Finance from the University of Western Australia.

Alexandre Deschâtres
Head of Hong Kong and Greater China North Asia
SC Ventures

Alexandre Deschâtres is a seasoned professional with 25 years of expertise in Structured Financing, Capital Markets, Digital Assets and Client Relationships.

In 2024, Alexandre joined SC Ventures, a subsidiary of Standard Chartered as Head of Hong Kong and Greater China North Asia. He is also leading the Business Development for Libeara, an institutional grade Tokenization platform incubated by SC Ventures.

Prior to joining SC Ventures, Alexandre served as Regional Head of Financial Sponsors Coverage for Asia based in Hong Kong, leading a team of Senior Bankers across India, Greater China North Asia, and South East Asia. In this role, he has been pivotal in facilitating numerous LBO Financing, Deal Contingent Hedging, and M&A transactions across Asia, collaborating closely with top Private Equity and Infrastructure Funds.

Previously, Alexandre held the position of Managing Director in France, overseeing the Financial Institutions Group. During his tenure, he significantly contributed to Standard Chartered’s growth in Europe, with a focus on Trade Finance, Capital Markets, and Custody, including Digital Assets.

Prior to joining Standard Chartered in March 2016, Alexandre led the Financial Institutions Group and Debt Capital Markets for BBVA in Paris. From 2007 to 2011, he served at Dexia as Deputy Head of Long-Term Funding.

Alexandre’s career commenced in 2000 at Credit Lyonnais Americas in New York, where he worked as a credit analyst for large US Corporates. Upon returning to France in 2003, he assumed roles as Relationship Manager for Oil & Gas International Corporates and contributed to the establishment of the CMBS platform at CACIB, covering Real Estate Funds and CMBS loans origination.

He holds a degree in Finance from Edhec Business School in France.

William (Bill) Fong
Managing Director Senior Advisor, Head Alternatives Specialists Asia & Middle East
Bank Julius Baer

William (Bill) Fong is a Managing Director Senior Advisor and Head of Alternatives Specialists Asia & Middle East for Bank Julius Baer.

Bill joined Bank Julius Baer in 2013 bringing extensive experience in private equity from his tenure as a partner with Investor Growth Capital at Investor AB. His prior experience includes roles as an Investment Manager at Lazard Asia, where he focused on buyouts, and as a Senior Associate at Buchalter, a California-based law firm, specialising in private credit and creditor rights.

He holds a J.D. and M.B.A. from the University of Southern California and a B.A. from Columbia University in Computer Science.

Mathieu Forcioli
Global Head and Asia-Pacific Head of Alternatives
Wealth and Premier Solutions, HSBC

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.

Gunther Jost
Head GWM Alternatives Specialists APAC, Unified Global Alternatives
UBS

Gunther Jost is a Managing Director and Head GWM Alternatives Specialists APAC for Unified Global Alternatives at UBS. He has over 23 years of experience in the financial industry with focus on advising both institutional and private investors on Alternative Investments. Before joining UBS, Gunther was Head of Sales & Marketing and a member of the Management Committee at SAIL Advisors, a Hong Kong-headquartered Fund of Hedge Funds. Prior to that, he was a Senior Product Specialist for Alternative Investments at Union Alternative Assets, a subsidiary of German Asset Manager Union Investment, where he advised institutional investors on investments in Hedge Funds, Private Equity and Structured Credit. Previously Gunther worked as an Investment Consultant for high net worth individuals for the Private Banking Division of Deutsche Bank. He started his career at SGZ-Bank in Frankfurt/Germany. Gunther holds a Master's degree in Business Administration (Diplom-Kaufmann) from the University of Passau/Germany, and is a Chartered Financial Analyst (CFA) and a Chartered Alternative Investment Analyst (CAIA).

Iqbal Khan
Co-President UBS Global Wealth Management and
President UBS Asia Pacific

Iqbal Khan became President Global Wealth Management in 2022 and assumed the additional role of President UBS Asia Pacific on 1 September 2024. Previously, he was President UBS Europe, Middle East and Africa from 2021 to 2023. From 2019 until September 2022, he was Co-President Global Wealth Management.

Prior to joining UBS in 2019, Iqbal was at Credit Suisse where he held senior leadership positions as CFO Private Banking & Wealth Management and later CEO International Wealth Management. From 2001 to 2013, Iqbal held numerous leadership positions at Ernst & Young, where he was one of the youngest partners of the firm’s Swiss arm.

Iqbal holds an Advanced Master of International Business Law degree (LLM) from the University of Zurich. In addition, he is a Certified International Investment Analyst, a Swiss Certified Public Accountant, a Swiss Certified Trustee, a Member of the Board of the UBS Optimus Foundation and a Member of the Board of Trustees of Lucerne Festival.

Vivien Khoo
Chief Executive Officer and Managing Director
Private Wealth Management Association

Vivien is the CEO of Private Wealth Management Association (“PWMA”) with close to three decades of experience in wealth management, digital assets, crypto research, compliance and regulatory oversight.

Vivien spent close to two decades at Goldman Sachs, where she was the Managing Director of Goldman Sachs’ Asia Pacific Ex-Japan Compliance division. At Goldman Sachs, Vivien was involved in various market and regulatory reforms, she was also an ex regulator at the Hong Kong Securities and Futures Commission earlier on in her career.

Prior to joining the PWMA, she was the Chairwoman and co-founder of the Asia Crypto Alliance, an industry association promoting a sustainable ecosystem for virtual asset providers in Asia. After a long career in senior compliance and regulatory roles, Vivien moved into the digital asset industry in 2019 where she was the Global Chief Operating Officer and Interim CEO at a leading crypto derivatives exchange. She also held senior roles at various major digital wealth management and crypto firms, including StashAway and Delphi Digital. Vivien serves on the Regulatory Subcommittee of the Task Force on Promoting Web3 Development established by the Government of HKSAR in 2023, chaired by the Financial Secretary with participation of key government officials and financial regulators.

As a strong advocate for diversity and inclusion, Vivien was a key sponsor for female programs at different levels during her time at Goldman Sachs. She is the founder of W3W (Web3Women) and co-founder of SatoshiWomen, both of which provide education, inspiration and connections to women interested in digital assets. She serves on the board of Inspiring Girls and is a fellow of Social Enterprise Research Academy. Vivien was named a honouree of Tatler Asia’s Most Influential List in 2022.

Kyle Kniffen
Global Head of Alternatives for Third Party Wealth
Goldman Sachs Asset Management

Kyle is a managing director in the Client Solutions Group within Goldman Sachs Asset Management. He serves as global head of Alternatives for Third Party Wealth (TPW), overseeing client strategy for the firm’s TPW clients globally, delivering the power of the Alternatives investing platform to a broad set of individual investors through our partnerships with financial intermediary clients and their advisors, including Private Banks, Broker-Dealers, RIAs and other distribution platforms. Kyle partners closely with leadership across our Alternatives franchise to develop products that meet our clients’ evolving needs.

Prior to this role, Kyle was in Alternative Capital Markets (ACM), serving as head of ACM for Goldman Sachs Ayco and leading coverage for One Goldman Sachs financial sponsors globally. He joined Goldman Sachs in 2018 as a vice president in ACM and was named managing director in 2021.

Prior to joining the firm, Kyle led a variety of distribution and product management teams for Bank of America’s Alternative Investment Group within their Global Wealth and Investment Management division.

Kyle is a member of The Economic Club of New York.

Kyle earned a BA from Gettysburg College.

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. She also worked in radio for RTHK Radio 3, and produces and hosts radio shows and podcasts for private clients.

In the course of her 30+ years of experience she’s interviewed a range of people from heads of state and corporate leaders to explorers, chefs and musicians.

Karen frequently moderates panels and keynotes, and emcees a range of events, from corporate conferences to NGO fundraisers. Karen also conducts media and presentation skills training for clients in all sectors.

Karen is the current First Vice President of the Foreign Correspondents’ Club Hong Kong and serves as co-convenor of their professional, finance and press freedom committees.

Lemuel Lee
Managing Director, Head of Wealth Management Hong Kong
BNP Paribas

Lemuel Lee is Head of Wealth Management Hong Kong for BNP Paribas. He is responsible for implementing wealth management’s growth strategy across Greater China, while supporting its teams of talented bankers to deliver value-added solutions to clients in line with our One-Bank strategy.

Lemuel joined BNP Paribas’ wealth management division in 2017 as Head of Investment Services, Hong Kong and Deputy Head of Investment Services, Asia Pacific. He was responsible for overseeing the delivery of the Bank’s investment offering and advisory to clients across traditional and digital channels, the development of discretionary and advisory services as well as the advancement of new initiatives.

Lemuel has over 20 years of investment banking and wealth management experience. Prior to joining BNP Paribas, he was Head of Equities, Asia for J.P. Morgan Private Bank. He also held a long tenure of eight years with J.P. Morgan Corporate & Investment Bank, assuming various leadership positions in equity derivatives distribution and marketing.

Before joining J.P. Morgan, he was with Bear Stearns and Bank of America Merrill Lynch in capital market roles across Hong Kong, Japan, London and New York.

Lemuel obtained a Master’s degree in Commerce and a Master’s in International Business from the University of Sydney. He also holds a Bachelor’s degree in Commerce and a Bachelor’s degree in Laws from the University of New South Wales.

Tat Lee
Chief Executive
WeLab Bank

Tat Lee is a visionary leader and trailblazer in the Hong Kong fintech and banking sectors, boasting over two decades of transformative experience in fintech, artificial intelligence, and retail banking. Since joining WeLab Group, the parent company of WeLab Bank, in 2013, Tat has been the driving force behind the creation and exponential growth of WeLend, establishing it as Hong Kong’s preeminent AI-powered online lending platform. As Chief Executive, he spearheaded WeLab Bank to achieve profitability in a remarkable four years—defying the industry standard of 5–7 years—while earning prestigious global accolades, including “Hong Kong's Best Digital Bank for Consumers” by Euromoney and “Best Digital Bank – Hong Kong” by FinanceAsia. Under his leadership, WeLab Bank was also distinguished as the most innovative company by the Chinese University of Hong Kong, cementing its reputation as a true leader in digital banking innovation.

Renowned for his pioneering mindset, Tat has revolutionized the banking landscape by harnessing cutting-edge AI technologies to deliver seamless, intelligent, and customer-centric financial services. Prior to WeLab, Tat held senior roles at HSBC, where he redefined retail banking through groundbreaking fintech innovations and strategic initiatives that set new industry standards.

Kelvin Lei
CEO, Co-founder
AQUMON

Mr. Kelvin Lei is an entrepreneur with 17 years of roots in Hong Kong. In 2016, he co-founded AQUMON in HK, dedicated to empowering the wealth management industry with data and AI, thereby contributing to Hong Kong’s status as a leading financial centre through technological innovation. Leading AQUMON, Kelvin and team provide their clients with cutting-edge next-generation wealth management systems.

Kelvin began his career in banking in 2007, holding positions at Credit Suisse and Deutsche Bank within FICC specializing in sales and trading.

Additionally, Kelvin served as a consultant member of SFC's FinTech Advisory Committee, offering strategic advice to advance Hong Kong’s fintech development. He graduated from the University of International Business and Economics with a Master’s degree in Finance.

Alex Lewis
Global Practice Director
Howden Private Clients

Alex is a Global Practice Director in the Howden Global Private Clients team, providing global insurance programmes for high-net-worth individuals, their families and Family Offices. Before joining Howden, he was working within the Howden family at SPF Private Clients (acquired by Howden in October 2022) as a mortgage broker, specialising in residential and buy-to-let investment properties. In 2022, Alex sold his own retail business which he grew over a number of years and which still has listings within numerous supermarkets and independent specialist retailers. He has expertise in business development and relationship management across the retail, finance and insurance industries, and holds a BA Hons from university and CEMAP financial qualifications.

Amy Lo, JP
Chairman, Executive Committee, Private Wealth Management Association, and
Chairman, Global Wealth Management Asia, Head and Chief Executive, UBS Hong Kong

Amy Lo is Chairman, Global Wealth Management Asia, Co-Head of Wealth Management Asia Pacific, Head and Chief Executive of UBS Hong Kong, and a Managing Director at UBS.

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). PWMA is an industry association whose mission is to foster the growth and development of the private wealth management industry in Hong Kong.

She is also a Board Member of the Hong Kong Financial Services Development Council (FSDC) and the Hong Kong Academy for Wealth Legacy, a member of the Banking Industry Training Advisory Committee of the Hong Kong Education Bureau and an advisor of Our Hong Kong Foundation.

Amy has over 30 years of experience in the private banking industry. Since joining UBS in 1995, she has held a number of senior management positions including Regional Head of UHNW and Global Family Office in Asia. Today, the UHNW business is the leading wealth manager for UHNW individuals in the region.

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 and 2023. 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.

April Lok
Head of Business Development
Howden Private Wealth Hong Kong

April Lok is the Head of Business Development in Howden Private Wealth Hong Kong Office. She plays a pivotal role in shaping the strategic direction of the organization, spearheading the development and implementation of comprehensive business plans, identifying and securing new opportunities with different banks, partners, and organizations.

Prior to her current role, April was a media professional with almost 10-year experience, anchored prime-time news broadcasts, covering a wide range of topics, from politics and business to local interest stories and producing different types of informative program. April leverages her diverse skill set to drive the organization's strategic growth and expansion.

John Mallory
Co-Head, Global Private Wealth Management
Goldman Sachs

John is co-head of global Private Wealth Management (PWM) at Goldman Sachs. Previously, John was head of Americas PWM and global head of the Institutional Client Solutions business, which provides outsourced CIO solutions for nonprofits and other institutional clients. Before that, he was head of the Investment Management Division’s West Region, including PWM in Los Angeles, San Francisco and Seattle. Earlier in his career, John was head of PWM for the Florida region, including coverage of Latin America. Before assuming management responsibilities, he led a New York-based private wealth team.

Before joining Goldman Sachs in 1998, John worked at Brown Brothers Harriman & Co. in New York and Hong Kong. John is a member of the Council on Foreign Relations. He is former vice chair of the Los Angeles Philharmonic Association, where he served on both the Executive Committee and as chairman of the Finance and Investment Committee. John is also a former trustee of the John Thomas Dye School, where he served as Investment Committee chair and a member of the Executive Committee.

John earned an AB from Harvard University.

Franco Morra
Founder and Managing Director
winsight

Franco Morra, Founder and Managing Director of winsight, holds a Marketing Master and a PhD in Economics and Health Care Management of the University of St. Gallen (Dr. oec. HSG).

At HSBC from 2010 to 2018 he radically transformed and made the Private Banking Business fit for the future, holding various Senior Management Positions such as Regional CEO EMEA, CEO Private Banking Switzerland, Chairman of the Board of Asset Management Switzerland as well as Country Manager Switzerland. During this time he also acted as the Chairman of the Foreign Banking Association of Switzerland (AFBS), Member of the BoD Committee and Audit Committee of the Swiss Banking Association (SBA) as well as of GPF - Genève Place Financière. Finally he was also Board Member of the HSBC Group Swiss Pension Fund.

Previously he worked from 2005 to 2010 at UBS as Regional Head of Wealth Management Western Europe, Middle East and Americas. At his last assignment he was appointed CEO of UBS Switzerland and Member of the UBS Group Executive Board, where he stabilized successfully the UBS Swiss Core Businesses (Retail and Corporate Banking, Wealth and Asset Management, and Investment Banking) after the Financial Crisis together with his newly appointed leadership team.

From 1992 to 2005 he was a Management Consultant and worldwide Partner at The Boston Consulting Group with focus on strategic repositioning, global growth, operational effectiveness, M&A and Post Merger Integration Projects for leading Blue Chips in Health Care (Pharma, Biotechs, Medtechs), in Consumer Goods & Retail (Consumer Discretionary and Staples) and in Financial Services (Banking, Reinsurance) as well as for Professional Services B2B Companies.

Franco is married and proud father of four children.

Christine Moy
Partner
Apollo Global Management

Christine is a Partner leading Digital Assets, Data & AI Strategy at Apollo. She is focused on exploring more ways to apply blockchain and data technologies to Apollo’s businesses. She also plays a key role in Apollo’s strategy to invest in some of the most innovative digital asset companies and founders, with a specific focus on those transforming the financial services sector where Apollo can serve as a validator and enabler of new technologies. Prior to joining in 2022, Christine was Managing Director at J.P. Morgan and led its Blockchain/Crypto program through initiatives in digital assets, tokenized payments, internet-of-things, decentralized identity, NFTs, and virtual worlds. Christine is a graduate of Brown University.

Doug Ostrover
Co-Chief Executive Officer
Blue Owl

Doug Ostrover is Co-Chief Executive Officer of Blue Owl Capital Inc. and the chairman of the firm’s board of directors. Doug is also the Chief Executive Officer and serves as a Co-Chief Investment Officer for each of the Blue Owl Credit Advisers. Previously, Doug co-founded Owl Rock Capital Partners, the predecessor firm to Blue Owl’s Credit platform.

Prior to co-founding Owl Rock, Doug was a founder of GSO Capital Partners (GSO), Blackstone’s alternative credit platform, and was a Senior Managing Director at Blackstone until 2015. Prior to co-founding GSO in 2005, Doug was a Managing Director and Chairman of the Leveraged Finance Group of Credit Suisse First Boston (CSFB). Prior to his role as Chairman, he was Global Co-Head of CSFB’s Leveraged Finance Group, during which he was responsible for all of CSFB’s origination, distribution, and trading activities relating to high yield securities, leveraged loans, high yield credit derivatives, and distressed securities. Doug joined CSFB in November 2000 when CSFB acquired Donaldson, Lufkin & Jenrette (“DLJ”), where he was a Managing Director in charge of High Yield and Distressed Sales, Trading and Research. He was a member of DLJ’s high yield team since he joined the firm in 1992.

Doug is actively involved in a variety of non-profit organizations including serving on the boards of directors of the Michael J. Fox Foundation, the Mt. Sinai Health System, and the Leadership Council for Memorial Sloan Kettering. He also serves on the investment committee of the Brunswick School.

Doug received an MBA from New York University Stern School of Business and a BA in Economics from the University of Pennsylvania.

Stephen Pak
Head of Alternative Specialists - Japan, Asia North and Australia, and Asia South
Citi Wealth

Stephen is the Head of APAC Alternative Specialists and is responsible for driving Citi Wealth’s alternative investment’s business in the region.

Prior to joining Citi Private Bank, Stephen was Executive Director at UBS Investment Bank where he led the APAC Capital Introduction team, providing advisory content and business development services to UBS’s hedge fund clients. Prior to UBS, he was the head of Credit Suisse liquid alternatives in Asia. Before joining Credit Suisse, he conducted Asia hedge fund manager research at SAIL Advisors, a Hong Kong family office. Stephen started his buy side career with Goldman Sachs Asset Management’s Asia ex Japan equity team.

Stephen is a Chartered Financial Analyst and holds an MBA from the UCLA Anderson School of Management as well as BA in Economics and Psychology from the University of California, Los Angeles.

Grant Pan
Group CFO, Noah Holdings Limited, and
CEO, ARK Group Holdings (Hong Kong) Limited

Grant Pan is the Group CFO of Noah Holdings and CEO of ARK HK. Mr. Pan oversees the group’s global financial management and strategic initiatives. Before becoming Group CFO, Mr. Pan served as COO of Gopher Asset Management, a Noah subsidiary, leading financial due diligence, post-investment management, and fund operations.

Prior to joining Noah, Mr. Pan spent 17 years with Deloitte, where he was an Audit Partner and Head of Audit and Assurance in Eastern China. A U.S., Mainland China, and Hong Kong CPA, Mr. Pan holds dual master’s degrees (MBA and Accounting) from Northeastern University and a bachelor’s degree from Beijing Foreign Studies University. Mr. Pan is the author of “Read Financial Reports Like a CFO” and has been recognized among Barron’s Top 100 CFO Elites (2022) and CGMA Finance Leaders (2023).

Stuart Parker
Head of Global Wealth
PGIM

Stuart Parker is head of PGIM Global Wealth, a distributor of retail products globally for PGIM, which include mutual funds, separately managed accounts, exchange-traded funds (ETFs), alternative investments (Alts), defined-contribution (DC) solutions, and the UCITS platform. PGIM Investments’ assets under management (AUM) total $207 billion¹ . PGIM is the global investment management business of Prudential Financial, Inc. The PGIM Funds family is the eighth-fastest-growing U.S. mutual fund family in terms of organic AUM growth².

Stuart oversees 200 salespeople globally, with offices in the United Kingdom, Germany, Italy, Ireland, Switzerland, Netherlands, Hong Kong and Singapore. He also has oversight of PGIM DC Solutions focusing on the defined-contribution market; the Strategic Investment Research Group providing due diligence oversight for third-party investment managers across Prudential platforms; and PGIM’s asset management businesses in India and its joint venture in China.

Before joining PGIM Stuart spent 14 years at Citigroup Asset Management in a variety of roles related to distribution. He earned a bachelor’s degree in history from Rollins College and an M.B.A from Thunderbird The American Graduate School of International Management. He is on the executive committee and is the audit chair of the Investment Company Institute, is a member of the board of Rollins College, and is president and an interested director of PGIM Funds.

1 PGIM Investments AUM as of 6/30/2025 includes U.S. mutual funds: $149.6 (excluding money markets and funds of funds), closed-end funds: $1.4B, ETFs: $17.1B, UCITS funds: $10.4B, PGIM Custom Harvest: $6.1B, and Asia Local: $22.4B. Asia Local AUM includes Everbright PGIM (a joint venture in China in which PGIM has a 45% ownership stake), PGIM SITE, and PGIM India. 2 Source: Simfund; excludes ETFs and money market funds. Mutual fund AUM growth is among the top 50 industry competitors between 2008 and 06/30/2025.

Harshika Patel
Managing Director, Chief Executive Officer, Asia Private Bank
J.P. Morgan

Harshika Patel is the Chief Executive Officer of J.P. Morgan Private Bank in Asia. She is also Chair of J.P. Morgan’s Asia Pacific DEI Council, where she helps to lead the strategy for the firm’s diversity and inclusion initiatives in the region.

Harshika has over three decades of experience in financial services. She joined J.P. Morgan as Managing Director in 2013 and most recently served as the Chief Executive Officer of J.P. Morgan in Hong Kong while she was in her role as the Head of Firmwide Strategy for Asia Pacific. In this role, she was responsible for driving and implementing the firm’s strategy across its 17 operating markets in Asia Pacific. Prior to moving to Hong Kong, she was based in Singapore where she led the Asia Commodities Sales and Structuring business and the Electronic Sales business, delivering electronic trading services across macro products to institutional clients.

Before joining J.P. Morgan, Harshika was at Barclays Capital for 10 years where she held a number of key roles including Deputy Treasurer for Barclays Capital, and Global Chief Operating Officer for the Commodities business. She was previously a Senior Manager in the Financial Services Practice at Deloitte London providing assurance and advisory services to global financial institutions.

She also holds various board member roles. Most recently, she served as Chair of the Asia Securities Industry & Financial Markets Association (ASFIMA), the leading Asian financial trade association focused on developing regional capital markets.

Harshika received her Bachelor’s degree in Computer Science & Accounting from Manchester University and is an ICAEW qualified Chartered Accountant.

She resides in Hong Kong with her husband and two children.

Roy Phan
Partner of International Tax Services
Deloitte

Roy is a tax partner based in Hong Kong. He has more than 18 years of experience providing Hong Kong, China and international tax consulting, as well as Hong Kong tax compliance services for financial services clients (including banking and securities groups, insurance companies, investment funds and asset managers) and MNC clients.

Roy is also part of Deloitte Private and dedicated to serve private clients including large local families and high net worth individuals on their corporate tax issues, including the setting up of family offices in Singapore and/or Hong Kong.

He is specialized in advising offshore private equity funds, hedge funds and family offices on their Hong Kong and China tax issues at fund formation, in particular the applicability of the fund exemption regime in Hong Kong and the potential issue in China on indirect transfer in equity. He is also experienced in providing advice on the tax efficient investment holding structures from profit repatriation and future exit perspectives. Roy has resolved disputes with the Hong Kong Inland Revenue Department on field audit & investigation cases involving fund managers in Hong Kong.

From an international tax perspective, Roy has also led various regional tax projects on group restructuring, cross-broader transactions, merger and acquisition deals for PE funds, banks and insurance companies, which involves diverse jurisdictions such as Thailand, Philippines, Indonesia, Malaysia, Singapore, Taiwan, Korea, etc.

Keith Pogson
Senior Partner, Asia Pacific
Ernst & Young

Mr. Keith Pogson is the Senior Partner, Financial Services, Asia Pacific at Ernst & Young (EY). Keith has been based in Asia for over 29 years, and has held a number of leadership roles both regionally and globally within EY. He has a strong focus on regulatory change and relationships, and brings a wealth of networks and contacts across the industry.

He was the Chairman in 2022-23 of the Listing Committee of The Stock Exchange of Hong Kong Limited, Deputy Chairman 2020-22 and a member since 2016. He is a former President of the Hong Kong Institute of Certified Public Accountants (HKICPA), and continues to be a member and is the Chairman of the Governance Committee. He was previously the Chairs of the Regulatory Oversight Board, the Audit Committee, the Ethical Standard Setting Committee, the Assurance Standards Setting Committees and the Professional Conduct Committees of the HKICPA. Mr. Pogson was the Honorary Advisor for the Accounting and Financial Reporting Council of 2018-2023. He is also the member of ME Advisory Group, Financial Services Development Council (“FSDC”). He is presently the Co-Chair of the Bank Working Group of the Global Public Policy Committee (GPPC) of the Big 4+2 firms, the forum through which the Big4+2 Accounting Firms interact with the Financial Stability Board and the Basel Committee.

Mr. Pogson is a Fellow and Practicing Member of the HKICA, a Fellow of the Institute of Chartered Accountants in England & Wales, a Fellow of the Hong Kong Securities and Investment Institute, Member of Hong Kong Academy of Finance as well as a Non-Executive Director of the Securities and Futures Commission.

Jean Eric Salata
Chairman of EQT Asia and
Head of EQT Private Capital Asia

Jean Eric Salata is the Chairman of EQT Asia and Head of EQT Private Capital Asia. He previously founded Baring Private Equity Asia in 1997 and led the management buyout that established BPEA as an independent firm, which eventually became one of the largest private equity firms in Asia. In 2022, BPEA merged with the Swedish-listed firm EQT to create a global private markets firm spanning the US, Europe, and Asia.

EQT in Asia has 350 team members across 8 offices in Hong Kong, Singapore, Mumbai, Tokyo, Seoul, Beijing, Shanghai, and Sydney. EQT has invested approximately USD35 billion in the Asia Pacific region since 1997 in over 180 transactions across our Private Capital, Infrastructure, and Real Estate strategies. EQT’s portfolio in Asia employs more than 410,000 people.

Mr Salata brings an international perspective, having lived in Chile as a child, completed his education in the United States and lived and worked in Asia since 1989. Mr. Salata graduated magna cum laude from the Wharton School of the University of Pennsylvania with a B.S. in Finance and Economics.

Michelle Sng
Partner
1291 Group

Michelle Sng is a Partner at 1291 Group, where she has been a pivotal force in the Hong Kong office since 2018. In her role, she drives the growth of client relationships across the firm’s Asian operations. She holds a Bachelor of Laws and a Bachelor of Commerce, is admitted to the Supreme Court of Victoria, Australia, and is a fully qualified Trust and Estate Practitioner (TEP).

With over 15 years of experience in the legal, trust, and insurance sectors, Michelle specializes in integrating trust and insurance solutions to deliver tailored wealth preservation and protection strategies. Her unique, client-focused approach meets the specific needs of families across Asia, with particular emphasis on Indonesia, Greater China, and Singapore.

Jia Ning Song
Head of Advisory and Head of Banking and Capital Markets Sector - Hong Kong
KPMG China

Jia Ning Song is the Head of Advisory – Hong Kong and Head of Banking and Capital Markets - Hong Kong for KPMG China. He is a member of the Greater China Advisory Steering Group, Hong Kong operating committee and sets the firm’s IFC strategic initiatives including the Wealth Management CoE and ESG Sustainability Hub. He chairs the Greater China Managed Services Steering Group, oversees the firm’s offshore strategy and delivery footprint. Ning heads a business of 850 professionals who are passionate at helping our clients achieve their strategic goals across transactions, transformation, technology and risk & regulatory consulting services.

He advises clients on their APAC regional strategies with a focus on large scale transformation programs including managed services. Prior to his current role, he was responsible for the Financial Services risk regulatory practice in Hong Kong where he continues to advise clients across the risk and regulatory transformation agenda.

Ning is a member of the Hong Kong Academy of Finance and a graduate of the Financial Leadership Program. He serves as an advisor and Board member to a global NGO promoting Global Environmental Protection and Sustainability. He is an active member of the PWMA Advisory Council, ASIMA, FMSB and previous co-chair of American Chamber of Commerce Financial Service Committee.

Ning is a member of the AICPA, a certified Financial Risk manager, and a dual CFA and CAIA charter-holder. He also holds an Executive MBA from the Columbia University, London Business School and Hong Kong University.

Ning currently serves as an advisor to a NGO promoting environmental protection and sustainability. He is an advocate on childhood learning, development and education, and is passionate on the topics of health and well-being and environmental sustainability.

Michael Stanhope
Founder & Chief Executive Officer
Hubbis

Michael is a pivotal figure in Asia's wealth management landscape, establishing Hubbis as a leading platform for industry insights, events, and professional development. With over 30 years in the sector, Michael has fostered a hub where senior professionals from private banks, boutique firms, asset managers, and advisory practices converge to discuss strategic industry trends. Since founding Hubbis over 17 years ago, he has been instrumental in shaping the industry through high-calibre events and extensive editorial content.

Michael's career began in Asia-Pacific in 1993, where he held roles in Hong Kong, Sydney, and Singapore. Starting with Euromoney, he later joined Thomson Financial, launching Finance Asia and specialized publications. In 2002, he founded Pacific Prospect, a media company acquired by Incisive Media, marking his first entrepreneurial success.

Originally from North Wales, Michael was head boy of St David’s College Llandudno and holds a Business Administration degree from Cardiff University. He resides in Asia with his wife Michelle, and has three grown-up children: Reanna, Garett, and Tarryn.

Kristi Swartz
Partner, Tech Sector Lead, Asia
DLA Piper

Kristi Swartz is an experienced fintech lawyer and has been instrumental in developing Hong Kong’s fintech ecosystem. As the leading fintech partner at DLA Piper, she advises clients on an array of matters including structuring of transactions, regulatory licensing strategy and applications, as well as general corporate governance. She provides expert advice in respect of digital assets, stablecoins, payments & alternative payments, and the licensing and development of equity crowdfunding platforms, roboadvisors and digital asset exchanges.

Kristi has practiced in Hong Kong for over 25 years. With a background in regulatory compliance, she is committed to bringing new concepts to market. She has market-leading experience in advising on SFC licensing applications of disruptive fintech companies, including the first SFC-regulated equity crowdfunding platform and roboadvisor.

Recognized as an industry leader, she is known for championing client with a client describing her as a “fintech superman”. The Legal 500, Regulatory 2021 comments that “Kristi has in depth knowledge and is commercially orientated. She is able to offer the most pragmatic solutions to clients and is an expert in her field. Her understanding of the commercial and evolving industry allows her to provide the most suitable advice to clients”.

Chambers 2023 comments that she has “strong knowledge of blockchain technology and cryptocurrency. Her experience and current work is immensely valuable. She is a leading proponent of the Hong Kong FinTech landscape, beyond the scope of legal counsel.”

Kristi cares deeply about our community and sits on the board of directors of the Faith In Love Foundation Limited (a Hong Kong registered charity) and Global Women Connect Limited (a Hong Kong registered charity), as well as being a founding member of the 30% Club’s Hong Kong chapter. Kristi also serves on The Women’s Foundation’s Fundraising Committee and is an active Ambassador.

John Sweeney
Chief Executive Officer
Brookfield Oaktree Wealth Solutions

John Sweeney is Chief Executive Officer of Brookfield Oaktree Wealth Solutions. He previously served as head of U.S. business development and sales for Brookfield Oaktree Wealth Solutions and was a managing director and head of the Americas intermediary business at Oaktree Capital, and from 2014–18 served as president of Oaktree Funds. Prior to joining Oaktree in 2013, Mr. Sweeney was a managing director and head of product management and development for the alternative investments business at Morgan Stanley. Prior thereto, he was the head of product management in the U.S. for the alternative investments business of the Citi Private Bank. Before joining Citi, he spent over ten years at Morgan Stanley in a variety of roles, including alternative investments, risk management and institutional fixed-income sales.

Mr. Sweeney is a graduate of Fairfield University.

Prof. Jacky Tang, PhD
Managing Director, Chief Investment Officer – Emerging Markets
Deutsche Bank

Professor Tang is the Managing Director and Chief Investment Officer (CIO) for Emerging Markets at Deutsche Bank. In this position, he is responsible for developing regional CIO strategies, enhancing client engagement, and providing actionable investment insights across emerging markets (APAC, Middle East, Latam). Concurrently, he holds the title of Head of Discretionary Portfolio Management (DPM) for Emerging Markets, where he is responsible for the continued development and growth of the discretionary portfolio business in the region.

Prior to joining Deutsche Bank, Professor Tang worked at Goldman Sachs, where he was head of the Investment Strategy Group, head of the Portfolio Management Group, and head of the Portfolio Advisory Group for the Asset and Wealth Management Division in Asia, advising ultra-high-net-worth and institutional clients on strategic asset allocation, tactical investment strategies, and customized portfolio solutions.

Earlier in his career, Professor Tang worked at Credit Suisse, where he was head of the Greater China Research and the Chief China Strategist. He also worked as an investment strategist at Brevan Howard Asset Management, managing an emerging markets hedge fund.

Professor Tang has served as an Adjunct Professor in Finance for the University of Hong Kong Faculty of Business and Economics and has taught a variety of courses in behavioral finance, sustainable finance, financial markets, asset allocation and portfolio management. He also served as a master’s dissertation supervisor in sustainable finance at the University of Cambridge. Jacky earned a PhD in Economics from the Shanghai University of Finance and Economics and a master’s degree in Sustainability Leadership from the University of Cambridge.

Arnaud Tellier
CEO, Wealth Management Asia
BNP Paribas

Arnaud Tellier is CEO, Asia at BNP Paribas Wealth Management and leads a regional team of around 1,000 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. He was awarded ‘Private Banker of the Year’ at the 2022 Asian Private Banker Awards for Distinction.

Arnaud brings a multi-disciplinary approach to serving BNP Paribas’ private banking clients, with a background in capital markets and corporate and investment banking.

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 CEO 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.

Dr. Rocky Tung
Director and Head of Policy Research
Financial Services Development Council

Dr. Tung is the Director and Head of Policy Research for the Financial Services Development Council (FSDC). He leads the team responsible for conducting policy research and industry surveys to formulate proposals for the Hong Kong Special Administrative Region Government and financial regulators.

Before joining the FSDC, Dr. Tung was the Director of Capital Markets Policy for the CFA Institute, covering research areas related to capital market structures (e.g. corporate governance, regulatory environment) in the Asia Pacific region. Before that, he was the Senior Economist for the Hong Kong General Chamber of Commerce, where he oversaw its macroeconomic research, as well as labour- and international trade-related policy research functions. He also served as an economist and a research analyst for banks, a trade credit insurer and a Hong Kong-based think-tank.

Dr. Tung holds a doctoral degree in organisational leadership from Northeastern University in Boston and is a Fellow of CPA Australia. He received a Master’s degree and a Bachelor’s degree, both in Economics, from the University of Hong Kong and the University of Wisconsin–Madison, respectively.

Benson Wong
Managing Director, Head of Digital
JP Morgan Private Bank

Mr. Benson Wong serves as the Product Owner for the International Private Bank’s Digital Client Products, Banking and Payments, and Brokerage solutions. He also leads Digital and Data Transformation for the Asia Private Bank.

In these roles, Benson is responsible for the vision, development, and ownership of such key digital products and capabilities. He also supports the AL/LLM strategy for the APAC region. The digital products led by Benson and his team have earned prestigious industry awards, including those from Euromoney, Financial Times, and Asia Private Bank.

Benson joined J.P. Morgan in 2015 and has over 18 years of financial services experience. Before this he held various COO office-related roles, including Head of Controls Management for the region. He began his career with KPMG and was part of the internal audit team at Goldman Sachs before joining J.P. Morgan.

Benson is the Head of Digital & Technology Forum of the Private Wealth Management Association of Hong Kong. He is a founding member of the Artificial Intelligence Association of Hong Kong and was a Co-Chair of the WealthTech Committee within the Fintech Association of Hong Kong.

Carol Wu
Managing Director and Head of Private Banking, North Asia
DBS Bank (Hong Kong) Limited

Ms. Carol Wu is the Managing Director and Head of Private Banking, North Asia at DBS Bank (Hong Kong) Limited, and is responsible for managing and developing DBS’ private banking business in Hong Kong, Macau, Mainland China and Taiwan.

Under her leadership, DBS Hong Kong’s Private Bank achieved its highest Client Satisfaction Survey results in the history of the bank’s survey in 2022. Carol has also received the Guangdong-HK-Macao Greater Bay Area Outstanding Young Entrepreneur Award—Best Commercial Service Provider, awarded by the Guangdong-HK-Macao Bay Area Entrepreneurs Union in 2022 for her role in driving business growth.

Since joining DBS in 2007, Carol has established a strong track record of success in her different roles. As CEO of Vickers Hong Kong and Head of Research – Hong Kong, DBS ranked among the top 3 banks in the coverage of property, small- and mid-cap, and telecommunication services in the Asiamoney Brokers Poll for six consecutive years (2015 - 2021). Carol was also recognised as the No. 1 Best Regional Real Estate Analyst for both the Asia (ex-Japan) region and Hong Kong in the Asiamoney Brokers Poll in 2016.

Prior to DBS, Carol served as a strategist for LaSalle Investment Management, where she oversaw and led the investment strategy for a property fund under Jones Lang LaSalle.

Carol has an MBA from the University of Texas in Austin and a B.A. in International Relations from the National Taiwan University.

Erin Yam
Head of Greater China
Blackstone Private Wealth

Erin Yam is a Managing Director and Head of Greater China for Blackstone Private Wealth, based in Hong Kong.

Ms. Yam joined Blackstone in 2014 as a founding member of Private Wealth APAC, bringing her extensive experience in developing sales strategies for Greater China from her tenure at Morgan Stanley Investment Management. Prior to Morgan Stanley, she built her expertise in equity derivatives businesses at Barclays Capital and Credit Suisse.

She holds a Master of Science in Financial Mathematics from Stanford University and a Bachelor of Mathematics in Actuarial Science and Statistics from the University of Waterloo. Ms. Yam is a CFA charterholder and is fluent in English, Mandarin, and Cantonese.

Lok Yim
Regional Head, Global Private Banking, Asia Pacific
HSBC

Lok Yim is Regional Head, Global Private Banking, Asia Pacific, where he leads a team of dedicated wealth management professionals across the region to serve the wealth needs of business owners and their families.

Yim has over 25 years of experience in the banking industry, spanning investment solutions and wealth management in Hong Kong, the United Kingdom and Switzerland.

Yim joined HSBC from Deutsche Bank in November 2023, where he was most recently CEO of Deutsche Bank AG, Hong Kong Branch, responsible for the management and governance of the bank’s business and operations in Hong Kong. During his 16-year tenure with the bank, he has held senior positions in investment solutions, wealth management and private banking.

Prior to that, Lok spent over 11 years at Citigroup where he served in both a wealth management and investment bank banking capacity.

Yim holds a Master of Arts degree from Gonville and Caius College at University of Cambridge. He is based in Hong Kong.

Jolly Yip, CAIA
Deputy Global Head, Family Office of Invest Hong Kong
The Government of the Hong Kong Special Administrative Region

Mr. Yip is the Deputy Global Head of FamilyOfficeHK. As part of Invest Hong Kong, a government department focused on attracting foreign investment, FamilyOfficeHK aims to establish Hong Kong as a premier hub for family offices with tailored services provided to global family offices.

Prior to joining FamilyOfficeHK, Mr. Yip accumulated over 10 years of experience in banking and financial services, with a focus on capital markets, wealth management and corporate coverage. Having worked extensively in global financial markets, including Hong Kong and New York, he offers a unique international perspective shaped by roles at leading international banks.

A Hong Kong native, Mr. Yip is deeply attuned to the city’s role as a gateway between Asia and global markets. He holds a degree from The Chinese University of Hong Kong and leverages his local expertise, coupled with global experience, to align FamilyOfficeHK’s initiatives with the needs of families and entrepreneurs navigating complex, interconnected economies.

In his role, Mr. Yip is committed to advancing FamilyOfficeHK’s mandate to strengthen Hong Kong’s position as a premier hub for family office services. He prioritizes collaboration with public and private sector partners to foster innovation, sustainability, and long-term value creation for clients and the broader community.

Patrick Yip
Asia Vice Chair
Mishcon de Reya LLP

Patrick Yip, an experienced international tax specialist, is Asia Vice Chair of Mishcon de Reya LLP. He is formerly Deloitte China's Vice Chair. He specializes in US international taxation, China-Hong Kong cross-border taxation and structuring M&A transactions. He advises high-net-worth individuals on multi-jurisdictional trust and estate planning. In addition, he is a specialist in FATCA and CRS.

Patrick worked for a Big 4 accounting firm's International Tax Group in San Francisco and Deloitte's National Tax Office (International) in Washington DC. He was involved in tax policy discussions with both the Hong Kong and Chinese tax authorities. He is fluent in English and Chinese (Cantonese and Mandarin). He is both a CPA (USA and Hong Kong) and an attorney-at-law (California). He is an adjunct professor at the University of Hong Kong.

He graduated from the University of Texas at Austin with an MPA Degree in Taxation and a BBA Degree in Accounting with High Honors. He has an LL.M (Master of Laws) degree from Columbia University (James Kent Scholar), an LL.M degree from the University of California at Berkeley (Dean's List) and an undergraduate law degree (Hons) from the University of Cambridge. He also has an MBA degree (Hons) from the University of Chicago.

Gregory Yu
Managing Director, Head of Markets
Hong Kong Exchanges and Clearing Limited

Mr. Gregory Yu joined HKEX as Managing Director and Head of Markets in March 2025.

In his role, Mr. Yu oversees the development of HKEX’s Markets function, helping drive the vibrancy and depth of HKEX’s equities, derivatives, and fixed-income and currencies franchises. He is a member of the Group’s Management Committee.

Mr. Yu has over 25 years of capital markets and financial services experience. He previously held senior positions at JP Morgan in Hong Kong and Mainland China, and was most recently General Manager and Head of Equities at JP Morgan Securities (China) Company in Shanghai. Prior to this, Mr Yu served as JP Morgan’s Head of Structuring and Head of Equity Derivatives Sales & Marketing for Asia Pacific. He started his career in New York with Salomon Smith Barney, and later worked at Zurich Capital Markets, as well as at BNP Paribas in New York and Hong Kong.

Mr Yu. has a Bachelor of Science degree in business management and applied economics from Cornell University in Ithaca, New York, and is a Cornell University Council Member.

Steve Zeng
Managing Director
Futu

Steve Zeng is Managing Director at Futu where he leads the Company’s wealth management and Web3 businesses.

Prior to joining Futu, Steve was CEO of Noah International (Hong Kong). In this role, he oversaw cross-border client services and the integration of international wealth management products for high-net-worth individuals.

Earlier in his career, Steve worked as a sell-side research analyst covering the Chinese financial sector. Before that, Steve worked at a Toronto-based asset manager, producing strategy research that supported the firm’s equity and fixed income investment teams.

Steve holds degrees from the University of Toronto and Queen’s University in Canada and is a CFA.

John Zito
Co-President
Apollo Asset Management

John Zito is Co-President of Apollo Asset Management, co-leading all investing activity and day-to-day management of the Firm’s asset management business. John is also the Head of Credit and a member of Apollo’s Leadership Team. Prior to joining Apollo in 2012, John served as a Managing Director and Portfolio Manager at Brencourt Advisors and previously spent five years as a Portfolio Manager at Veritas Fund Group. John is a Chartered Financial Analyst charter holder and he graduated cum laude from Amherst College with an AB in economics.