The Wealth Management Leaders’ Roundtable

Registration is no longer possible.

Tuesday, May 30th, 11:00 HKT

BFSI IT leaders in Hong Kong are invited to join this roundtable luncheon on ‘Future of finance: Personalising wealth management for the digital-first’.

An expert moderator will guide the knowledge-sharing event, stimulating discussion between participants in a closed, confidential environment. Attendance is by invitation only and complimentary. 

Future of finance: Personalising wealth management for the digital-first

The adoption of a digital-first approach in wealth management, while exciting and increasingly necessary, raises questions about how to balance convenience with personalised human interaction. Digital tools and data analytics can enhance services, but clients may feel disconnected from their advisors and concerned about data privacy and security. Wealth management needs hybrid engagement models to survive amidst market volatility, the current interest rate environment, and inflation.

To strike the right balance, wealth management firms must find ways to leverage technology while still providing a bespoke experience, especially as more players, namely digital banks, enter the space. This requires careful consideration of how data is collected, stored, and used to shape services. As the industry continues to evolve towards a digital-first approach, it is important to discuss these issues and find solutions that prioritise both convenience and personalisation in wealth management services.

  • What challenges do companies face in modernising wealth management and other financial services? What are the barriers to transformation?
  • What trends and services are customers beginning to expect? How can companies navigate the challenges of multi-generational wealth transfer?
  • What does the future of wealth management look like? What technologies and strategies are defining the industry?

Amber, Hong KongAmber, Private Room

The Landmark, 15 Queen’s Road Central, Hong Kong | Google Maps

The Ortus Club hosts knowledge-sharing discussions in the best private dining rooms in the world. These venues provide an elegant high-end atmosphere and impeccable table service.

Attended by:

  • Chief Digital Officer at Bank of China (Hong Kong)
  • Chief Digital and Information Officer, Wealth Management Hong Kong at UBS
  • Managing Director & Head of Retail Transformation and Client Experience at Standard Chartered Bank
  • Managing Director at Citi
  • Head of IT & General Manager at Bank of Dongguan
  • Head of Data Quality at Hang Seng Bank
  • Head of Data and Analytics at Citi
  • Section Head of Digital Channel at The Bank of East Asia
  • Director of Fintech at Hong Kong Monetary Authority
  • Associate Director of Business Risk at HSBC Asset Management

For insight on this event, photos and guest interactions, see our post on LinkedIn.

11:00 AM: Arrival of guests and reception
11:30 AM: Welcome by The Ortus Club
11:35 AM: Short address from Temenos
11:45 AM: Discussion instigated by the moderator and continued by the group over lunch
12:45 PM: Discussion brought to a close
1:00 PM: Coffee, tea, and networking

Hosted by Temenos

Temenos logo

Event Detail

Tuesday, May 30, 2023 11:00
Hong Kong

Why attend?