Finding ways to survive and thrive in an uncertain environment

Why are we hosting this event?

We are delighted to host our 7th annual regional event in Hong Kong – which we think is particularly important at a time of so much change and uncertainty for private banking.

Only a small number of these institutions are profitable, and the broader wealth management industry is increasingly polarising – those firms making headway seem to either be the largest players with scale, or the more focused, boutique advisory practices.

With a growing number of local and overseas participants in what is a rapidly-shifting Asian wealth management space, differentiation in strategies and value propositions is key to deliver what clients want.

The concept of needs-based conversations with the right clients, backed up by real advice and relevant, contextual information, is still lacking. Yet with the next generation increasingly important – both in size and influence – there is a pressing need to find the right solutions.

Who is it for?

This event is exclusively designed for CEOs, senior management, product gatekeepers and business unit heads in technology, compliance, operations, risk and advisory – from the leading international and local Private Banks, Retail Banks, IFAs, Family Offices, Insurance Companies, and other Independent Wealth Management Firms.

What will you learn?

The agenda will address some of the challenging issues you face in terms of developing a profitable business with a value proposition that makes sense in today’s environment. 

Finding ways to survive and thrive in today’s uncertain environment is now critical. And we will build on our event in previous years to ensure this is refreshed and focused on – 

  • Identifying success stories and best practices in dealing with the challenges in order to be profitable today
  • Uncovering the way forward for how each segment of the market can develop from here
  • Debating key issues with industry leaders



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