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Asian Wealth Management Forum 2019
26 February 2019
08:30 - 17:10
W Hotel, Hong Kong
Wealth Mangement

Event Overview

FinanceMalta are Gold Sponsors of this event.

Specific topics that will be covered include:

  • What are the main opportunities that will continue to drive growth in private wealth management in Hong Kong?
  • What are the challenges that will prevent growth in private wealth management in Hong Kong?
  • How would you like to see the regulatory and compliance framework change and evolve in Hong Kong?
  • In comparison to ten years ago; What has changed in private wealth management in Hong Kong? What has not changed?
  • Status Quo; to what extent has the value proposition got to change in the next ten years? And what competitive threats should we be concerned about?
  • Michael Stanhope, Chief Executive Officer & Founder at Hubbis
  • Vincent Magnenat, Chief Executive Officer of Asia Pacific at Lombard Odie
  • Derrick Tan, Chief Executive, Hong Kong Branch, Global Market Head, Greater China and North Asia at Bank of Singapore
  • Anna Wong, Professor of Practice in Finance at Hong Kong University
  • Jennifer Lai, Managing Partner, Head of North Asia at Henley & Partners
  • Thor Morsen, Head of Hedge Funds, APAC at Citi Private Bank
  • Federico Vasoli, dMTV - Member of FinanceMalta
See the full list of speakers here

08:30  Registration 
08:55  Welcome Address
09:00  Panel discussion
Private wealth management - a time of dramatic change 
09:55 Presentation
Citrine Estates - Invest in Luxury, Live in Nature 
10:05  Presentation  
10:15  Panel discussion
Delivering investment products and advice to clients – time to re-think everything?
11:00  Presentation
Revenues at Risk – Why wealth managers have to rethink their revenue mix 
11:10  Refreshment & Networking 
11:35  Presentation
Revisiting Family Governance 
11:45  Presentation
Trident Trust 
11:55  Presentation 
12:05  Presentation
12:15  Panel discussion
HOW can you sell insurance more effectively to HNW clients? 
13:00  Lunch 
13:50  Room A – Workshop
Leading Residence and Citizenship-By-Investment Programmes

Room B – Workshop
Managing Risk in Asian Equity Markets 
14:30  Room A – Workshop

Room B – Workshop
Enhancing your impact to delight clients!
15:10  Refreshment and Networking
15:30  Panel discussion
Product Gatekeepers – Leaders Conversation 
16:15  Panel discussion
Product Manufacturers – Leaders Conversation 
17:00  Closing remarks
Chairman’s Closing Remarks: key learnings to apply 
17:10  Forum End 

Who should attend?

The event is attended by CEOs, senior management, product gatekeepers and business unit heads across 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.

Other Information

You have a choice of which sections you attend –
When you register - You can attend the whole day or you can attend any of these segments:

  • Attend the morning session from 8.55am – 1.00pm
  • Attend the afternoon session with proactive workshops 1.50pm – 3.10pm
  • Attend the Investment segment at 3.30pm – 5.00pm


08:30 - 17:10

Asian Wealth Management Forum 2019

Booking Information

Please ensure that the email address stipulated for each attendee is his or her own personal email address.

Group Discounts: A discount of 21.05% (based on the original price ticket [€190] for members) will be applied if you register 6 or more attendees, from the same company, at the same time, for this event.
Early-bird Discounts: A discount of 0% will be applied if you register till the .

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