FTAHK & PWMA Present: Private Banking in a Digital World

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Location

Location

KPMG Office

8/f Prince's Building, Central

Hong Kong, Hong Kong 00852

Hong Kong

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Event description

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, MioTech

    Analytics, 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

Date and Time

Location

KPMG Office

8/f Prince's Building, Central

Hong Kong, Hong Kong 00852

Hong Kong

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