Convoy Asset Management Ltd.
Managing Director, Retail & Mass Affluent Business Department
Hang Seng Bank
Executive Vice President, Investment Products & Advisory Business
Working as Executive Vice President for Investment Products & Advisory Business at Hang Seng Bank, Alex leads a team to plan, design and develop sales and marketing initiatives to grow the Bank’s investment funds business.
Alexandra Boakes Tracy
Hoi Ping Ventures
Alexandra Boakes Tracy is President of Hoi Ping Ventures in Hong Kong, which she founded to provide research and consulting on sustainable and low carbon investment in Asian emerging markets.
Head of Operations APAC
Alison heads up Operations across the APAC region for Mohawk, an independent, full-service Creative agency
Executive Director – Head of Fund Solutions, Asia
Based in Singapore, Aman heads the Funds team at Coutts in Asia
Bank of Singapore
Head of Product Management Group
Angel Wu is the Head of Product Management Group for Bank of Singapore in Hong Kong.
Standard Chartered Bank
Head of Investment Advisory – Wealth Management
Angela Ng is currently Head of Investment Advisory in Standard Chartered Bank (HK) Ltd.
DBS Bank (Hong Kong) Limited
Executive Director, Treasures Investment Advisory Head Investment Advisory
Belinda Hsieh has over 20 years of diverse experience in the financial services industry. She joined DBS Bank in 2017 as Funds & investment Strategy Head, and now hold the position as Treasures Investment Advisory Head.
Managing Director, Head of Research, Asia Pacific
Co Founder / Creative Director
Chris has worked in advertising for over 20 years, starting as a copywriter with FCB London in the early 1980s.
First Harbour Capital Partners Ltd
Chairman & CEO
Chris has over 35 years of senior experience in financial services across Asia Pacific. He is Chairman and Chief Executive of First Harbour Capital Partners, an investment and consulting business, advising financial services businesses wanting to grow into APAC markets, across APAC markets or from APAC markets to global markets.
Co-founder of theAnswr Limited
Chairman of the Hong Kong Digital Analytics Association.
Edmund Lee is a maven in Big Data, Social Media, UGC publications & editorial Analysis.
Publisher & CEO
Elsa is a publisher, conference organizer and social entrepreneur, whose interest is to innovate and drive interesting propositions that benefit real change for the community
AGM, Head of Treasury Product Management (Funds)
Freda Luk is currently Head of Treasury Product Management (Funds) in Bank of China (HK) Ltd.
DBS Private Bank
Gilbert Heng is a Director at DBS Private Bank, where he is Head of Product Due Diligence for the Wealth Management business.
Dr. Gloria Siu
Gain Miles Group
Dr. Gloria Siu has over 20 years of experience in the insurance industry; expertise on all industry aspects including corporate pension, employee benefits, general insurance and financial planning, from operations to business development; individuals to corporations.
Managing Director, Asia Pacific
Jo has been in Asia for over 20 years, predominantly based in Hong Kong but with two valuable years spent in Singapore.
ICBC (Asia) Limited
Deputy Head of Personal Banking
Jonathan Wan is the Deputy Head of Personal Banking at Industrial and Commercial Bank of China (Asia), managing the wealth management product and business of the personal banking sector.
Kelvin Seng Hiong Tan
Head, Investment Funds, Executive Director
Mr. Kelvin Tan joined DBS in April 2013 as Head-Investment Funds (Executive Director) after 4 years as Global Head of Managed Solutions Distribution in Standard Chartered Bank (SCB).
Dr. M F Chan
Noble Apex Advisors Ltd
Dr. M.F. Chan is a well-regarded professional in investment management and personal financial planning, with 20 years’ working experience in the industry.
Partner, Asset and Wealth Management Industry Practice
Maria is a partner in PwC Hong Kong’s financial services division and specialises in the asset and wealth management industry.
Partner, Asset Management Industry Leader
Marie-Anne Kong is a partner in PwC Hong Kong’s Financial Services Division and leads the firm’s Asset and Wealth Management practice in Hong Kong. She has over 25 years of experience working in Hong Kong and the UK.
Oreana Private Wealth
Mr Norman Chan is the Chief Investment Officer & the director of Oreana Private Wealth – a division of Oreana Financial Services Ltd.
Managing Director, Asia Pacific, Global Head of Institutional Partnerships
Paul Smith, CFA, leads CFA Institute and its more than 130,000 members worldwide
Rodolphe Larqué, MSc, CFA
Credit Suisse Private Banking, Asia Pacific
Director, Head Funds and ETFs, Asia Pacific
Rodolphe Larqué is Head of Funds and ETFs for Asia Pacific for Credit Suisse Private Banking, Asia Pacific.
HSBC Private Bank
Regional Head of Alternative Investments
Steven Seow is the founder and executive director of Singapore Consultancy. He has more than 16 years of working experience in banking and consulting.
Stuart Leckie O.B.E., J.P
Stirling Finance Limited
Mr. Stuart Leckie is Chairman of Stirling Finance Limited and advises on investments and pensions in Asia.
DBS Bank Ltd.
Vice-President, Consumer Investment and Insurance
Thomas Lam is Vice-President, Unit Trust Desk Head, Product Solutions, Wealth Management of Consumer Banking Group and Wealth Management Hong Kong at DBS Bank (Hong Kong) Limited.
Wyman Leung M.Phil, FRM
AMG Financial Group Ltd
Chief Investment Officer
Wyman is the Head of Investment for AMG Financial Group Ltd, providing investment research, investment advisory and asset management services to clients in the Asia Pacific region.