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PWMA Wealth Management Summit 2026

"The New Centre of Gravity"

Where Innovation, Capital and Connectivity Converge

The Private Wealth Management Association (PWMA) is pleased to announce the PWMA Wealth Management Industry Summit 2026, taking place on Thursday, 5 November 2026, at The Hopewell Hotel, Hong Kong.

At a time when Hong Kong has emerged as the world's leading international wealth management hub, the city stands at the centre of an increasingly connected global wealth ecosystem. Building on its strengths as a leading international financial centre, Hong Kong has become a natural convergence point for capital, innovation, talent, and ideas, connecting markets around the world. Against a backdrop of technological advancement, evolving client expectations, and shifting geopolitical dynamics, the Summit will explore how the wealth management profession can continue to innovate, strengthen its competitive advantages, and shape the next chapter of the industry.

Building on the success of previous years, the Summit is expected to attract over 1,000 senior executives, industry practitioners, policymakers, regulators, family office leaders, and thought leaders from Hong Kong and around the world. Through keynote addresses, executive dialogues, panel discussions, and interactive breakout sessions, participants will gain valuable insights into the trends, challenges, and opportunities defining the future of wealth management.

More than a conference, the PWMA Wealth Management Summit serves as a platform for the leading voices of the wealth management community to exchange ideas, challenge conventional thinking, and help shape the future direction of the profession.

Join us for a day of insight, dialogue, and connection as we explore the opportunities ahead.

We look forward to welcoming you.

Why Attend?

Unlock Exclusive Insights

Tap into the expertise of top-tier pioneers, gaining invaluable insights.

Forge Powerful Connections

Network with passionate professionals and stakeholders driving industry progress.

Transform Wealth Management

Explore innovative strategies ensuring adaptability and sustained growth.

This flagship event continues to unite senior executives, thought leaders, government officials, and regulators. Its mission is to create a platform for practitioners to promote continuous vigilance, adaptability, active advocacy, and constructive investment frameworks, ensuring ongoing improvement and resilience.

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WHO SHOULD ATTEND

Private Banks

Private Bankers and Members of PWMA

Private Wealth Management 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

FORMAT

Presentations
Presentations and Panel Discussions

A great line up of speakers will discuss the topical and most pressing issues of the industry.

Exhibitions
Exhibitions

Check out the latest offerings from the exhibitors, watch product demonstrations and explore the latest products and services

FEES

  Physical (In-person) Virtual (Main Plenary Only)
PWMA Members* Delegates / CPWPs / CPWPAs / Apprentices / Alumni HKD$ 1,800 HKD$ 900
Non - PWMA Members HKD$ 4,000 HKD$ 1,500

*For PWMA Members, please contact the designated coordinator of your firm for registration.

OPT and CPT Accreditation

  • OPT and CPT Accreditation

    Attendees of the PWMA Annual Summit — whether participating in person or virtually — may be eligible to receive professional training credits:

    • PWMA OPT: Ongoing Professional Training credits issued by the Private Wealth Management Association (PWMA)
    • SFC CPT: Continuing Professional Training credits recognized by the Securities and Futures Commission (SFC)
  • OPT / CPT Credit Allocation:
    • Morning Session: 3 OPT / CPT hours
    • Afternoon Session: 3 OPT / CPT hours
    • Full-Day Attendance: Up to 6 OPT / CPT hours (3 hours per session)
  • Note:
    • OPT / CPT credits are awarded in 1 hour minimum increments
    • To receive credit for each hour, participants must be present for the entire hour
    • We kindly ask that attendees remain for the full duration of each hour, as partial attendance unfortunately cannot be counted toward credit
    • Full attendance of each session is required to earn the corresponding OPT / CPT credits
  • Attendance Requirements:

    Physical Attendees:

    • Must scan in AND scan out to confirm attendance and qualify for CPT / OPT credits.

    Virtual Attendees:

    • Must complete and pass post-event quizzes for both morning and afternoon sessions.
    • Quizzes will be sent via email after the event and must be submitted within 3 business days to be eligible for CPT / OPT credits.
  • Regulatory Sessions:

    Participants who successfully attend designated regulatory sessions will be awarded relevant OPT / CPT credit(s) focused on ethics and compliance.

FREQUENTLY ASKED QUESTIONS

Is this a face-to-face or a virtual event?

This is a face-to-face event with livestreaming (main plenary only), 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
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.

SPONSORS

Lead Sponsors
Breakout Sponsors
Diamond Sponsors
Platinum Sponsors
Refreshment Sponsor
Dinner Seat Cover Sponsor
Lanyard Sponsor
Lucky Draw Sponsor
Light Box Sponsor
Supporting Organizations
HKMA
HKMA
HKMA
AIMA
AIMA
AIMA
AIMA
AIMA
AIMA
HKIB
AIMA
AIMA
Event Manager
Plus Concepts

VENUE

PWMA Wealth Management Summit 2026
Hopewell Hotel

Grand Ballroom, 16/F

15 Kennedy Road, Wan Chai, Hong Kong

(852) 2620 3000

[email protected]

www.hopewellhotel.com

Venue Map

Ready to Join Us?

Secure your spot at the premier wealth management event of 2026

Terms and Conditions apply

Event Secretariat

Ms. Dada Yau, Plus Concepts

+852 3983 2308

[email protected]

Sponsorship

Mr. Sammy Ho, Plus Concepts

+852 8203 6093

[email protected]