FTAHK & PWMA Present: Private Banking in a Digital World
Date and time
Location
KPMG Office
8/f Prince's Building, Central Hong Kong, Hong Kong 00852 Hong KongRefund Policy
Description
The Fintech Association of Hong Kong in association with the PWMA are hosting a session on Private Banking in a digital world, which will include a Keynote from Ms. Christina Choi, Executive Director, Investment Products at the Securities and Futures Commission. We will also have technical presentations by 3 WealthTech companies followed by an industry discussion on The Future Value Proposition of Private Banks in A Digital World.
Date: 22 March (FRI), 8:am to 11:00am,
Venue: KPMG offices, 8/f Prince's Building, Central
Agenda
-
Registration/breakfast:
8:00am
-
Introduction: Matthew Chan from PWMA:
8:30-8:35am
-
Keynote: Ms. Christina Choi, Executive Director, Investment Products, SFC
8:35-8:50am -
Technical presentations
8:50-9:35am
-Steve Yang, Prive Technologies
Onboarding, suitability for HNW, distribution
-Vivek Mohindra, KristalAI
Application of AI in Portfolio Construction and Rebalancing
-Jason Tu, MioTechAnalytics, reporting, channel communications
-
Panel: The Future Value Proposition of Private Banks in a Digital World
9:35-10:15am
Participants:
Ricardo Wenzel, KPMG
Mathias Helleu, 8 Securities
Florence Kui, COO Asia Pacific and Deputy Head of the North Asia, Private Wealth Management of Goldman Sachs
Helen Lam, SVP, Client Experience Officer, Citi Private Bank
Jame DiBiasio, DigFin (moderator) -
Closing Remarks: Musheer Ahmed from FTAHK
10:15-10:30am -
Networking and Close of event
11:00am
Organised by
The FinTech Association of Hong Kong (FTAHK) is an independent, not-for-profit, membership based association representing Hong Kong’s local and global FinTech community. (www.ftahk.org)
FTAHK is organised and led by the community, for the community. It gives us an unique position to speak on behalf of the FinTech community. It is led by a volunteer group of board members who care about the future of FinTech in Hong Kong, Greater China and Asia.