最新更新
21
Sep
PWMA x FTAHK x 100 Women in FinTech Event – From Data to Decisions - AI's Role in Client's Investment Journey
14
Sep
港精簡高端投資者銷售有助吸資 私人財管公會:提升客戶體驗增強競爭 (Hong Kong Economic Journal)
11
Sep
PWMA x KPMG ESG Survey – A study on ESG integration in the private wealth management industry
30
Aug
PWMA Wealth Management Summit
30
Aug
PWMA Next Gen Event – A Tale of Two Generations, a panel and networking event
30
Aug
HKMA & SFC Joint Circular on SPIs: What does it mean to financial institutions?
16
Aug
Wealth Connect Hindered by ‘Narrow Range of Products’ (Regulation Asia)
12
Aug
China’s fledgling Wealth Connect plan is stunted as the devil in 3 disparate systems stymies Greater Bay Area strategy for banks, brokers, insurers (South China Morning Post)
10
Aug
PWMA x FTAHK: AI and Cybersecurity
07
Aug
Regulators unveil "streamlined approach" for wealth investors. Here what that means (Asian Private Banker)
06
Aug
Hong Kong waives some rules for ultra wealthy investors in boost to city’s wealth management hub status (South China Morning Post)
05
Aug
PWMA Apprentices and Mentors visiting homes for elderly with fortune bags