ESG in Private Wealth Management: Investment Trends, Opportunities, and Next Steps

PWMA’s ESG Committee in collaboration with KPMG have been working on a draft report around the evolving framework of ESG in the private wealth management industry. As part of this work, the group has reviewed existing and planned ESG practices of private wealth managers in Hong Kong, gaining a number of useful industry insights that may potentially be used to address some of the ESG related concerns raised by members.

We are delighted to invite speakers from KPMG, EFG Bank and Aereve will discuss the implications of these findings. The agenda includes the regulatory landscape of ESG across different jurisdictions, overall market trends, and challenges of private wealth managers encountered when integrating ESG into the investment process such as product classification, client onboarding and portfolio reviews. Our speakers will also discuss suggestions for PWM managers to fulfil regulatory expectations around ESG, as well as available FinTech solutions to address their pain points.

KPMG are generously hosting this event at their offices in the Prince’s Building in Central. All PWMA members are invited to participate – Seats are limited and are on a first-come-first-served basis.

Please register at our Members Square if you are interested in attending the event.