Trends and Priorities - Private Wealth Management in Hong Kong

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  • What’s the role of Hong Kong today in the regional / global wealth management landscape?
  • Where are the opportunities for further growth – for example, accessing the Greater Bay Area?
  • What are regulatory and compliance issues that give you the most problems?
  • What are the trends shaping the industry in the next ten years?
  • Diversity of custody? Safety of custody? Where and how? What are the trends and expectations from clients?
  • Big or small? Mainstream or bespoke? What was the effect of the downfall of Credit Suisse and SVB? Where do clients perceive is a safe haven for their money today?
  • How are you improving your processes and platform?
  • How do you manage delivering advice vs clients who want to work by themselves?

Chair

Andrew Hendry
CEO Singapore and Head of Distribution, Asia
Janus Henderson Investors

Panel Members

Lemuel Lee
Managing Director, Head of Wealth Management Hong Kong
BNP Paribas

David Friedland
Managing Director, Asia Pacific
Interactive Brokers

Kenny Ho
Managing Partner & Founder
Carret Private Capital

Dr. Nick Xiao
Chief Executive Officer
Hywin International
 

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