PWM Industry Outlook: Elite Strategic Dialogues

About The Event

A Premier Platform for Industry Leaders

This exclusive, invitation-only luncheon presents a premier platform for leading providers in the private wealth management ecosystem to engage directly with the industry's most influential professionals.

Curated and recommended by prominent banks and institutions, the programme features high-level roundtable discussions and insightful panels with CIOs from leading banks. Together, we will examine the strategic trends, challenges, and innovations shaping the future of wealth management.

Participants benefit from a unique opportunity to share expertise and thought leadership in an intimate, peer-level setting. The format fosters meaningful dialogues, positions your organisation as a trusted partner, and enhances visibility among the industry's elite.

Thought Leadership

Panel discussions featuring CIOs and senior leaders exploring strategic trends shaping private wealth management.

Intimate Roundtables

Curated small-group dialogues enabling in-depth exchange and direct peer-to-peer engagement across institutions.

Strategic Networking

Build lasting relationships with key decision-makers and drive strategic alignment across the private wealth community.

Elite Venue

Hosted at Four Seasons Hotel, Hong Kong — a setting befitting the calibre of its guests.

Who Attends

The Industry's Most Influential Professionals

This gathering convenes high-calibre leaders from Hong Kong's private wealth ecosystem, curated and recommended by prominent banks and institutions to ensure the highest quality of dialogue.

Senior Executives
from Private Banks

Chief Investment Officers (CIOs)

Investment Counsellors

Relationship Managers

Product Heads

Asset Manager Representatives

Portfolio Managers

Key Industry Decision-Makers

Programme

Event Agenda

Subject to confirmation

Monday, 1 June 2026

Grand Ballroom, 2/F, Four Seasons Hotel Hong Kong

11:00am

Registration & Networking

Arrival

11:20am

Opening Speech

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

11:25am

Round Table Strategic Dialogue

Roundtable

Partner-led dialogues on timely investment trends. Features a PWMA-curated mix of industry leaders to ensure diverse, high-impact insights.

12:05pm

Networking Lunch

12:15pm

Elite Dialogue — Mega Trends for the Next Decade

Elite Dialogue

Speakers:

Sharon Chow, Head of North Asia, Global Wealth Solutions, KKR
Donald Hall, Managing Director, Portfolio Manager & Global Head of Research, Nuveen Real Estate
Ed Huang, Head of Asia-Pacific, Blackstone Private Wealth
Mike Salm, Senior Vice President and Portfolio Manager, Franklin Templeton Fixed Income
Johann Santer, Senior Managing Director, Head of Private Wealth APAC, Blue Owl

Moderator: Bhaskar Laxminarayan, Head CIO Asia, Bank Julius Baer & Co. Ltd.

1:00pm

Industry Insight — Member Survey Post Dialogue One

1:05pm

Elite Dialogue — Investment Outlook Debate – Biggest Opportunities & Challenges

Elite Dialogue

Speakers:

Patrick W W Ho, CIO North Asia, HSBC Private Bank and Premier Wealth HSBC
Eva Lee, Head CIO Equities Greater China, UBS AG
Joshua Lewin, Managing Director, Head of Investment Strategy, Asia, JP Morgan
Grace Tam, Deputy Chief Investment Officer Asia, BNP Paribas Wealth Management
Kelvin Tang, Head of CIO, Bank of Singapore Limited

1:45pm

Industry Insight — Member Survey Post Dialogue Two

1:50pm

Networking

2:15pm

Event Closes

OPT/CPT Accreditation

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 for the PWM Industry Outlook: Elite Strategic Dialogues: 2.5 Hours

Full attendance is required to earn the corresponding OPT/CPT credits

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

Event Sponsors

Our Partners

We are grateful to our sponsors whose support makes this gathering possible. Sponsorship opportunities at two tiers are available — Diamond Partner and Gold Partner. Please enquire for details.

Interested in sponsoring? Contact us to learn about available packages.

Enquiries & Registration

Request Your Invitation

This is an invitation-only event with limited seats, allocated differently across private banks, asset managers, and other institutions. Please contact us directly to enquire about your eligibility and available capacity.

Event Manager

Plus Concepts

Your first point of contact for attendance enquiries, sponsorship, and logistics.

Contact Dada Yau

Email [email protected]

Org Plus Concepts

Event Organiser

PWMA

The Private Wealth Management Association

Org Private Wealth Management Association

Web www.pwma.com.hk