We were pleased to co-host a thought-provoking session with Futu Trustee, where Steve Zeng and Tina Li shared insights with our CEO Vivien Khoo on the evolving landscape of wealth management and trust services.

Key highlights from the session included:
– Shifting demographics: Younger generations are increasingly engaging in retirement and trust planning, underscoring the importance of solutions tailored across different life stages.
– Regulatory considerations: Steve Zeng and Tina Li shared perspectives in navigating some of the regulatory complexities around emerging financial technologies such as tokenization and prediction markets, emphasizing proactive engagement with regulators.
– Technology innovation: Futu showcased how AI, blockchain, and cloud-based solutions are enhancing trust administration, streamlining client onboarding, and enabling more personalized investment advice.
– Client-centric focus: Moving beyond product-led approaches, Futu is prioritizing customized portfolio management, AI-driven advisory tools, and greater transparency to better align with clients’ long-term goals.

The session concluded with a forward-looking discussion on Futu’s role as a technology-driven leader in brokerage and wealth management, committed to broadening access to private markets and supporting Hong Kong’s role as a hub for innovation in the industry.

PWMA thanks Futu Trustee for sharing their insights and vision, and we look forward to continued collaboration in advancing professional standards and strengthening the private wealth management ecosystem.