New Frontiers of Wealth Management


 

9-13 November 2020 (Monday to Friday)


General Public
Registration

Terms and Conditions apply

event video poster

PWMA Virtual Wealth Management Week 2020


The Private Wealth Management Association (PWMA) is hosting the PWMA Virtual Wealth Management Week on 9-13 November 2020 (Mon to Fri). This is an important part of PWMA's initiatives to drive the continuous development of the industry and to promote the growth of the private wealth management industry in Hong Kong.

This event will feature 5-day of webinars that cover a broad range of topical issues in the wealth management industry. It will also feature a virtual exhibition zone which allows delegates to check out the latest products and services offerings and technological solutions.

We expect this event will attract over 1000 industry professionals to attend, making it the most important private banking event of the year in Hong Kong. With the theme “New Frontiers of Wealth Management”, this year's event will look at the emerging trends that will shape the industry for years to come, with particular focus on new opportunities.

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SCHEDULE


Day One: Wealth Management Business and the Impacts of COVID-19

Welcome Remarks

Hong Kong Private Wealth Management Report 2020

CEO Panel: Reshaping the Private Banks Strategic Agenda

How could Private Banks and Hong Kong Cater to the Evolving Needs of Family Offices?


Day Two: Policy, Compliance and RegTech

Keynote Speech

Fireside Chat: Digital Asset Opportunities in Private Wealth Portfolios

Fireside Chat: Leveraging RegTtech to Improve Operational Efficiency and Regulatory Compliance – The Emerging Trends


Day Three: Emerging Trends

The Rise of External Asset Managers and Impact on the PWM Industry

Is the Pandemic a Major Turning Point for ESG, Green Finance and Sustainable Investing?

Innovation in Shareholder Financing


Day Four: The Digital Journey

Fireside Chat: Institutional-grade Digital Assets Investments

Wealth Management Digitalization and Customer-Experience Transformation


Day Five: The New Frontiers

Use of Technologies for Regulatory Compliance and Efficiency Gain

Vision for the Future: Private Wealth Management in an AI World

Closing Keynote Speech: Heading to the New Normal

WHO SHOULD ATTEND

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

FORMAT

Presentations and Panel Discussions

A great line up of speakers will discuss the topical and most pressing issues of the industry. You'll be able to submit your questions through live Q&As and polls.

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Virtual Exhibitions

You can join the interactive exhibitions at which you can check out the latest offerings from the exhibitors, watch product demonstrations, download brochures as well as chat with the exhibitors or request for a meeting.

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PWMA OPT

Earn PWMA OPT hours throughout the week.

Day 1 to 3
2 Hours / Day
Day 4 to 5
2 Hour / Day (updated)

FREQUENTLY ASKED QUESTIONS

How can I access the Virtual Conference?

We will be sending all registrants an email with the access link to the Virtual Conference a few days before the Virtual Conference. The link is personalized and for OPT record use, so it should NOT be shared with others. No software/APP is required to install.

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?

This event is complimentary for CPWPs and PWMA member firms. Non-members are subject to a registration fee of HKD1,000 per pass. Group Discount is available for registrations from the same firm at 20% off for 5 tickets or over, and 30% off for 10 tickets or over.

What payment types do you accept?

We accept bank transfer, cheque and e-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


Diamond Sponsors


Platinum Sponsor



Supporting Organizations





Event Manager
Enquiries

Event Secretariat
Ms. Dada Yau, Plus Concepts
Telephone : +852 3983 2308
Email : dada.yau@plus-concepts.com

PWMA Hotline


Telephone : +852 3758 2291
Email : event@pwma.org.hk
 

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