Synergies and Challenges: Exploring the Dynamic Relationship Between Family Offices and Private Banks
The PWMA is pleased to collaborate with Family Office Association Hong Kong to offer a training seminar for our Apprentices and FOAHK interns to better understand the dynamic relationship between family offices and private banks.
This training will feature practitioners and other experts who will share their experiences and latest updates in the market. This is a rare opportunity that will enable you to gain an in-depth understanding of Family Offices and Private Wealth Management, learn more about its challenges and opportunities and potential implications of AI on wealth management etc.
Date: 2nd August 2024 (Friday)
Time: 4:00pm – 6:00pm
(Please arrive 15 mins earlier for registration and get the visitor pass at the lobby of IFC2)
Updated rundown:
4:00pm – 4:10pm Opening Remarks by FOAHK and PWMA
4:10pm – 5:00pm Fireside Chat and Panel Discussion
5:00pm – 5:15pm Q&A
5:15pm – 6:00pm Networking
Venue: UBS Auditorium, 52/F, Two International Financial Centre, Central, Hong Kong
Speakers for Fireside Chat
Pak-Sun Ting, CEO, Votee AI
Steffanie Yuen, Head of Hong Kong, Endowus
Moderator: Vivien Khoo, CEO and Managing Director, PWMA
Speakers for Panel Discussion
Christophe Lee, CEO, Sun Hung Kai & Co
Yves Klenk, Head of Investment Advisory & Products, Bank Julius Baer & Co. AG
Kenneth Ho, Director, Family Office Association Hong Kong
Moderator: Jim Kwok, Vice Chairman, Family Office Association Hong Kong