Convoy Asset Management Ltd.
Managing Director, Retail & Mass Affluent Business Department
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 green finance and sustainable investment in Asian emerging markets.
Alvin Poh, CFA, CAIA, CFTe
Single Family Office
Alvin is currently spearheading the overall development and management of a Single Family Office with a spectrum of responsibilities
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.
DBS Bank (Hong Kong) Limited
Executive Director, Head of Treasures Investment Product & Advisory, CBG & Wealth Management
Belinda Hsieh has over 20 years of diverse experience in the financial services industry.
Hang Seng Bank Limited
Head of Investment Advisory and Executive Director of Hang Seng Investment Services
Belle has been with Hang Seng Bank as Head of Investment Advisory and Executive Director of Hang Seng Investment Services since 2011.
Charis Wong, CFA
Director, Head of Fund Solutions Hong Kong
Charis Wong is Head of Fund Solutions Hong Kong, for Credit Suisse Private Banking & Wealth Management division, based in Hong Kong.
Managing Director, Head of Research, Asia Pacific
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.
Standard Chartered Bank
Head of Group Funds
Dany is Head of Group Funds at Standard Chartered Bank’s Wealth Management unit.
DBS Private Banking
Desk Head of Managed Solutions
Eddie joined the funds industry in 1999 and has over 19 years of institutional and wealth management experience in regional offices covering mutual funds, hedge funds and other alternative investments.
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.
Elsa is CEO of WealthAsia Group and the founder of the FinTech portal, BlueOnion.
Emmanuel Roulin is Head of Business Development, Asia Pacific at Lombard Odier Investment Managers (LOIM).
A workplace Training and Executive Coaching Provider across Asia and the U.K.
AGM, Head of Treasury Product Management (Funds)
Freda Luk is currently Head of Treasury Product Management (Funds) in Bank of China (HK) Ltd.
DBS Bank (Hong Kong) Limited
Head of Product Due Diligence & Governance, CBG & Wealth Management
Gilbert has over 12 years of experience in the financial service industry. He joined DBS Singapore in 2013, before moving to Hong Kong in 2017
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.
Fubon Bank (Hong Kong) Limited
Head of Investment Product Channel & Wealth Management Division
Harry Chan is First Vice President, Head of Investment Products at Fubon Bank.
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 Retail Banking
Jonathan Wan is the Deputy Head of Retail Banking at Industrial and Commercial Bank of China (Asia), managing the wealth management products and business of the personal and private banking sector
FINANCIAL PLANNING ASSOCIATION SINGAPORE
Joseph is Managing Director, Asset Management of Shenwan Hongyuan Singapore Pte Ltd
Sustainable Finance Initiative
Katy is currently Managing Partner of Sustainable Finance Initiative (SFI) and Consultant at RS Group
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).
Larry Cao, CFA
Senior Director of Industry Research
Larry Cao, CFA, senior director of industry research, CFA Institute, conducts original research with a focus on the investment industry trends and investment expertise.
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.
After 20 years in Executive Search with global leading search firms, supporting Insurance clients in their journey of transformation towards customer centricity
Partner, Asset and Wealth Management Practice
Maria is a partner in PwC Hong Kong’s financial services practice 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.
Managing Director, Asia Pacific
Nick Pollard is managing director for Asia Pacific, CFA Institute. He is responsible for working with all organizational stakeholders, increasing the number of regional credentialing program candidates
Oreana Private Wealth
Mr Norman Chan is the Chief Investment Officer & the director of Oreana Private Wealth – a division of Oreana Financial Services Ltd.
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.
Citi Private Bank
Managing Director, Head of Managed Investments, Asia Pacific
Roger oversees all MI Product Sales, Citi Investment Management (CIM) Origination and sales and regional MI product administration.
Wealth Management Alliance
CEO and Founder
Having worked since February 2000 in Hong Kong and Singapore, Stephan has over twenty five years of experience in the banking sector, in the fields of capital markets, asset management and private banking.
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.
Group Head of Marketing
Over her 17 years of integrated marketing experience, Sunshine Farzan has held senior marketing positions at MetLife, American Express, Harte Hanks, and Kraft Foods
Retail Banking and Wealth Management, HSBC Ltd.
Head of Investments, Asia Pacific
Toby Chan is Head of Investments, Asia Pacific, Retail Banking and Wealth Management at HSBC
Fubon Bank (HK) Ltd
First Vice President and Head of Investment Advisory
Vicks Poon joined Fubon Bank (HK) Ltd as First Vice President and Head of Investment Advisory in July 2007. I
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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.