Watch the On Demand version of this discussion

Hong Kong is, of course, the well-known traditional epicentre of the offshore wealth management industry in North Asia, serving not only clients in that region but also having over many decades carved out a formidable reputation in the global wealth management universe, with clients from the world over, and with a totally international approach, an advanced regulatory environment and a highly developed wealth management infrastructure and ecosystem. And nowadays, Hong Kong is increasingly interconnected with both Mainland China and with the Greater Bay Area. Indeed, as Wealth Management Connect moves into the spotlight, many believe there is an even greater opportunity opening up for the local and global wealth and asset management community, with much of that potential due to later be realised through the Hong Kong market’s expertise and reach.

The Hubbis Digital Dialogue event of September 7 will focus on the evolution of the Hong Kong wealth management industry and set the discussion within the context of the evolution of China and also of the Greater Bay Area and Wealth Management Connect.

The wealth and advisory industry in Hong Kong is of course making every effort to work with the rapidly expanding ranks of Mainland Chinese HNW and UHNW clients, not only on investments but on the wider remit of wealth planning and structures and also on legacy & succession planning, reaching out also to the next generations of clients wherever possible. Mainland Chinese families have diversified well beyond their home bases in China, and need the right structures products, advice and structures in place, and Hong Kong’s deep talent pool of private bankers and advisors and the ecosystem of lawyers, accountants, trustees and others are immensely well-placed to help such clients, now and in the future. Moreover, Hong Kong is the natural conduit for the world’s investors to buy into the vast and expanding Mainland Chinese equity and fixed income markets.

Meanwhile there is a major effort taking place to adjust the Hong Kong model to develop products, services and reach into the GBA market of 72 million people that also houses some 20% of Mainland China’s HNWI population, with Wealth Management Connect opening up great opportunities for the Hong Kong-based fund management industry and the broader wealth management community.

Our panel of experts will look in detail at the competitive environment for wealth management in Hong Kong and how the market is adapting to the challenges of the rapidly evolving North Asian markets, and steering a course to remain globally competitive, as well as adapting its products, services, strategies and talent to seize the great opportunities that both China and the Great Bay Area offer.

Sep 7

Seizing the Opportunities in Wealth Management in Hong Kong...

3.00pm - 4.00pm HKT/SGT

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A community of leading organisations within Asian Wealth Management

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Senior figures in Asian Wealth Management are speaking at this event

Jean Paul Mergeai

Temenos

Albert Chiu

EFG Bank

Stephanie Leung

StashAway

David Perez de Albeniz

Allfunds

Jaye Chiu

Bank of East Asia

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Event Agenda
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  • 15.00pm

    Seizing the Immense Opportunities in Wealth Management in Hong Kong and China

    • What is the current state of the Hong Kong wealth management market, and what are the key opportunities ahead?
    • How is Hong Kong competing with Singapore in the region and also with other global wealth centres to win/retain as large a share of the Mainland China offshore market as possible?
    • What are the key strengths of the Hong Kong wealth management community and how are the key competitors adapting their products, service, strategies and talent to the opportunities that lie ahead?
    • What are the key advantages a Chinese customer can obtain by using an international bank (onshore or offshore) versus a domestic bank?
    • What factors do international banks need to be aware of when considering launching wealth operations in China? What challenges do you feel they are most likely to encounter?
    • What is happening in the Greater Bay Area and with Wealth Management Connect that will drive further opportunity for the Hong Kong wealth market?
    • What role is digitisation playing in the evolution of the wealth management offering out of Hong Kong?
    • Who is winning the competitive battle out of Hong Kong? The global private banks, the boutique international players? The wealth arms of the giant Chinese banks? The IAMs/EAMs? And how about the new fully-digital entrants? Are they a threat to the incumbents?
    • What are the new “must haves” in a bank’s products and services offerings? Or has there not been any need to really change the product and service mix in the last 12 months?
    • Where are the key areas of focus for digital investment in tools and solutions, and why, and how much progress has the wealth industry made in its digital journey to date?
    • What do clients expect of their providers? More products? Better advice? DPM? Estate & Succession planning? In short, where is the need, the demand and the growth?

    Speakers

    Jean Paul Mergeai

    President International Sales, Member of the Executive Committee

    Temenos

    Stephanie Leung

    Director & Head of StashAway HK and Group Deputy CIO

    StashAway

    David Perez de Albeniz

    Regional Manager Asia

    Allfunds

    Jaye Chiu

    Head of Investment Products & Advisory

    Bank of East Asia

    Albert Chiu

    Regional Business Head, Asia Pacific Region

    EFG Bank

  • 16.00pm

    Webinar Ends

Sep 7

Seizing the Opportunities in Wealth Management in Hong Kong...

3.00pm - 4.00pm HKT/SGT

Speakers

Jean Paul Mergeai

Temenos

Albert Chiu

EFG Bank

Stephanie Leung

StashAway

David Perez de Albeniz

Allfunds

Jaye Chiu

Bank of East Asia

Sep 7

Seizing the Opportunities in Wealth Management in Hong Kong...

3.00pm - 4.00pm HKT/SGT

Partners

platinum

Sep 7

Seizing the Opportunities in Wealth Management in Hong Kong...

3.00pm - 4.00pm HKT/SGT