Wealth Management Business and the Impacts of COVID-19
| 10:00am | Opening and Introduction Peter Stein, Managing Director, Private Wealth Management Association |
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| 10:05am | Welcome Remarks Amy Lo Chairman, Executive Committee, Private Wealth Management Association Head and Chief Executive, UBS Hong Kong Branch Co-Head Wealth Management Asia Pacific, UBS Global Wealth Management Group Managing Director, UBS |
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| 10:15am | Hong Kong Private Wealth Management Report 2020 • Highlights of the HK Private Wealth Management Report 2020 Paul McSheaffrey, Partner, Head of Banking & Capital Markets, KPMG Hong Kong |
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| 10:30am | CEO Panel: Reshaping the Private Banks Strategic Agenda Panelists: - Nicolas Aguzin, Chief Executive Officer, J.P. Morgan's International Private Bank - Jimmy Kong Eng Lee, Member of the Executive Board, Head Asia Pacific, Julius Baer - Amy Lo, Chairman, Executive Committee, Private Wealth Management Association, Head and Chief Executive, UBS Hong Kong Branch, Co-Head Wealth Management Asia Pacific, UBS Global Wealth Management, Group Managing Director, UBS - Lok Yim, Managing Director, Head of International Private Bank (IPB) – Asia-Pacific, Deutsche Bank, Chief Executive Officer, Deutsche Bank AG, Hong Kong Branch Moderator: Sebastian Enberg, Editor, Asian Private Banker |
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| 11:30am | How could Private Banks and Hong Kong Cater to the Evolving Needs of Family Offices? Setting the scene: Dr. Rebecca Gooch, Director of Research, Campden Wealth Panelists: - Fan Choi, Head of Wealth Planning, North Asia, Union Bancaire Privée - David Fong, BBS, JP, Managing Director, Hip Shing Hong (Holdings) Co Ltd. - Kenneth Hui, Head (Market Development), Hong Kong Monetary Authority Moderator: John CW Wong, Partner, China Family Business and Private Client Services Leader, PwC Hong Kong |
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| 12:30pm | Closing of the Day Peter Stein, Managing Director, Private Wealth Management Association |
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Policy, Compliance and RegTech
| 10:00am | Opening Remarks – Day 2 Peter Stein, Managing Director, Private Wealth Management Association |
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| 10:05am | Keynote Speech The Honourable Paul Chan Mo-po, GBM, GBS, MH, JP, Financial Secretary, The Government of the Hong Kong Special Administrative Region |
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| 10:25am | Fireside Chat: Regulatory Priorities Panelists: - Julia Leung, SBS, Deputy Chief Executive Officer and Executive Director, Intermediaries, Securities and Futures Commission - Arthur Yuen, JP, Deputy Chief Executive, Hong Kong Monetary Authority Moderator: Peter Stein, Managing Director, Private Wealth Management Association |
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| 11:25am | PWM Rising Star |
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| 11:35am | Fireside Chat: Leveraging RegTech to Improve Operational Efficiency and Regulatory Compliance – The Emerging Trends Panelists: Co-Chairs, Regtech Committee, Fintech Association of Hong Kong - Irene Lee, Director, Compliance & Operational Risk Control, UBS AG - Brian Tang, Founder, ACMI and LITE Lab@HKU |
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| 12:15pm | Closing of the Day Peter Stein, Managing Director, Private Wealth Management Association |
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Emerging Trends
| 10:00am | Opening Remarks – Day 3 Peter Stein, Managing Director, Private Wealth Management Association |
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| 10:05am | The Rise of External Asset Managers and Impact on the PWM Industry Panelists: - Kenny Ho, Founder and Managing Partner, Carret Private Investments, Ltd. - Chi Man Kwan, Founder and CEO, Raffles Family Office - Sascha Zehnter, Managing Director and Head of External Asset Managers (EAM) Asia Pacific, Credit Suisse Private Banking Moderator: Hugo van Kattendijke, Managing Director, Wealth Management, Head Financial Intermediaries APAC, UBS |
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| 10:50am | PWM Rising Star |
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| 10:55am | Is the Pandemic a Major Turning Point for ESG, Green Finance and Sustainable Investing? Panelists: - Nelson Chow, Managing Director, AllianceBernstein Hong Kong and Chairman, HKIFA - Kamran M. Khan, Head of ESG for Asia Pacific, Deutsche Bank - Eugenia Koh, Head, Sustainable/Impact Investing and Engagement Strategy, Private Banking & Wealth Management, Standard Chartered Bank - Adeline Tan, Wealth Business Leader, Hong Kong, Mercer Moderator: Sumit Indwar, Partner and Head of Financial Regulation Group Hong Kong SAR, Linklaters |
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| 11:40am | Innovation in Shareholder Financing Gordon Crosbie-Walsh, Chief Executive Officer, Asia, Equities First Holdings |
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| 12:10pm | Closing of the Day Peter Stein, Managing Director, Private Wealth Management Association |
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The Digital Journey
| 10:00am | Opening Remarks – Day 4 Peter Stein, Managing Director, Private Wealth Management Association |
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| 10:05am | Fireside Chat: Digital Asset Opportunities in Private Wealth Portfolios James Quinn, Managing Director, Q9 Capital Moderator: Jame DiBiasio, Founder & Editor, DigFin Group |
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| 10:35am | Executive Interview Sonjoy Phukan, Global Chief Operating Officer, Bank of Singapore |
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| 10:50am | Wealth Management Digitalization and Customer-Experience Transformation Panelists: - Brit Blakeney, Executive Director, Innovation and Ecosystems, Consumer Banking Group, DBS Bank (HK) Ltd - Karsten Kemna, Managing Director, CREALOGIX Asia-Pacific - Corey Thompson, Head of Digital Product, Wealth and Personal Banking, Hong Kong, The Hongkong and Shanghai Banking Corporation Limited Moderator: Jame DiBiasio, Founder & Editor, DigFin Group |
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| 11:50am | PWM Rising Star |
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| 12:00nn | Closing of the Day Peter Stein, Managing Director, Private Wealth Management Association |
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The New Frontiers
| 10:00am | Opening Remarks – Day 5 Peter Stein, Managing Director, Private Wealth Management Association |
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| 10:05am | Use of Technologies for Regulatory Compliance and Efficiency Gain Panelists: - Jeff Floro, Head of Asia Sales, FE fundinfo - Mathieu Forcioli, Head of Asia Pacific, Moonfare - Daniel Yu, Founder & CEO, Bondlinc Moderator: Avril Rae, Fintech Advisor |
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| 10:50am | Executive Interview Alain Bernasconi, Chief Operating Officer, Private Banking Asia Pacific, Location Head, Private Banking Singapore, Credit Suisse |
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| 11:05am | Vision for the Future: Private Wealth Management in an AI World Vivek Mohindra, Co-Founder & Responsible Officer, Kristal.AI |
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| 11:35am | Closing Keynote Speech: Heading to the New Normal Dr. Andy Xie, Independent Economist |
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| 12:25pm | Closing Remarks Peter Stein, Managing Director, Private Wealth Management Association |
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- The programme and speakers are subject to change.
*We will award OPT hours based on the attendance record of our virtual platform. You are required to attend the full presentation session or panel discussion and pass the post-webinar quiz (60%) in 2 attempts in order to get OPT hours. The quiz will be sent to Pre-Registered Attendants only by email after the webinar. Attendees will need to pass the quiz by COB on 20th November in order to get OPT hours.
**Participants who have successfully attended the Regulatory Fireside Chat session will be accredited one(1) OPT hour on PWM-related ethics and compliance.
Event Secretariat
Ms. Dada Yau, Plus Concepts
Telephone : +852 3983 2308
Email : dada.yau@plus-concepts.com
Telephone : +852 3758 2291
Email : event@pwma.org.hk