Adeline Tan FIA
Wealth Business Leader, Hong Kong
Adeline is the Wealth Business Leader for Hong Kong. She joined Mercer in 2014 to lead the investment consulting /advisory segment of Mercer’s Investments business.
Agnes K Y Tai
Great Glory Investment Corporation
Ms. Tai is a Director of Great Glory Investment Corporation, Senior Advisor of iPartners Holdings and Senior Partner of Yaozhi Asset Management International.
OCBC Wing Hang
Head of Investment
Alan Chan has over 20 years of experience in banking industry and currently Head of Investment in OCBC Wing Hang (“OCBCWH”).
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
Bank of Singapore
Head of Product Management Group
Angel Wu is the Head of Product Management Group for Bank of Singapore in Hong Kong.
Head of Singapore, Funds and ETFs APAC
Angie Lee is a Head of Funds and ETFs for Singapore for Credit Suisse Private Private Banking and Wealth Management.
Arjan De Boer
Indosuez Wealth Management
Head of Markets and Investment Solutions, Asia
Drawing upon his extensive leadership experience and industry knowledge, Arjan is responsible for the entire products and services offering in Asia and overlooks the regional investment strategy.
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.
Billy Wong, FSA, CFA, LLB, BSc
Gain Miles Group
Mr. Billy Wong is the Executive Director of Gain Miles Group, a professional consultancy group specializing in risk management, human resources and employee benefits.
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
Dr. Christophe Faugère
KEDGE Business School
Professor of Finance and Economics Director SɘɘFar Center
Christophe Faugère is currently Professor of Finance and Economics Kedge Business School, Bordeaux, where he was Chair of the Finance and Economics Dept. from 2014-2017.
Hang Seng Bank Limited
Senior Investment Advisor of the Investment Advisory Department
Clement Lai is Senior Investment Advisor of the Investment Advisory Department with Hang Seng Bank Limited. He is a mutual fund specialist within the team.
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.
Elsa is CEO of WealthAsia Group and the founder of the FinTech portal, BlueOnion.
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.
Dr. Guan-Seng Khoo
Principal Consultant, Financial Services Industry
Guan Seng has over 18 years of experience in the design and implementation of enterprise wide investment and risk management models, systems and processes.
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.
Janet Li, CFA
Partner, Asia Head Business Leader
Janet Li, CFA, is a Partner and the Asia Wealth Business Leader at Mercer. She oversees and is responsible for Mercer’s Wealth (Investment and Retirement) Business in Asia.
Standard Chartered Private Bank
Head, Managed Investments Distributions
Jason Yeung is the Head, Managed Investments Distributions for Standard Chartered Private Bank.
Bank of East Asia
Head of Investment Products & Advisory
Jaye Chiu is the Head of Investment Products & Advisory for Bank of East Asia
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
Citi Private Bank
Managing Director, Head of Citi Investment Sales, Asia Pacific
Julie Koo is a Managing Director and Head of Citi Investment Management’s proprietary and advisory sales in Asia Pacific.
Sustainable Finance Initiative
Katy is currently Managing Partner of Sustainable Finance Initiative (SFI) and Consultant at RS Group
Lane Prenevost CFA
Global Head of Investments, Retail Banking and Wealth Management
Lane Prenevost is Global Head of Investments within the Retail Banking and Wealth Management division of HSBC based in London.
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.
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.
Martin W Hennecke
St. James's Place Wealth Management
Asia Investment Director
With a career spanning 20 years in the financial services industry, having worked for some of the leading financial institutions in Germany and Hong Kong, Martin W. Hennecke brings a wealth of industry knowledge to St. James’s Place.
Meng Keet Wong
UOB Private Bank
Head of Managed Product Solutions
Mr Wong Meng Keet joined UOB in 2013 and is Head of Managed Product Solutions at UOB Private Bank. Mr Wong is responsible for the Bank’s managed products solutions which include mutual funds, hedge funds and private equity funds.
MSCI, ESG Research
Michael Cheng is a Vice President of MSCI’s ESG Research group, based in Hong Kong.
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
CDP North America
Paula DiPerna is a strategic global environmental and philanthropic policy advisor, and author. She serves currently as Special Advisor to CDP (formerly the Carbon Disclosure Project)
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.
Maybank Singapore Limited
Executive Director, Head, Managed Investments
Tony Lew, Executive Director, joined Maybank Malayan Banking Berhad (Singapore) in October 2009.
Tracy Ma, CFA
Convoy Asset Management Ltd.
Head of Investment Products
Tracy Ma is currently the Head of Investment Products under Convoy Asset Management Ltd.
Partner | Executive Search
Citi Private Bank, Asia Pacific
Director, Investment Management
Based in Singapore, leads the advisory and strategy efforts across Asia Pacific for mutual funds and has done so since 2009.
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.