PWMA Wealth Management Summit 2023

The Private Wealth Management Association (PWMA) celebrating its 10th anniversary at the PWMA Wealth Management Summit 2023. This prestigious gathering brought together over 750 delegates, including a diverse assembly of wealth management professionals, both in-person and virtually. Also joining us for the occasion were a group of 15 young bankers from Switzerland participating in a Talent Exchange Program organized by PWMA in collaboration with the Swiss Bankers Association.

The summit commenced with a keynote address by the Hon. Paul Chan Mo-po, Hong Kong’s Financial Secretary, followed by a dynamic firechat session with Nicolas Aguzin of Hong Kong Exchanges and Clearing Limited (HKEX) and Eddie Yue of Hong Kong Monetary Authority (HKMA), moderated by Gary Ewa of EY, in which the speakers outlined some of the many initiatives that are driving Hong Kong’s continued growth as a global financial centre. The Summit’s highlights also included the CEO panel, where industry leaders discussed the future of private banking, and a Regulatory Fireside Chat with Alan Au of the Hong Kong Monetary Authority (HKMA) and Keith Choy of the Securities and Futures Commission (SFC), plus a presentation of this year’s Hong Kong Private Wealth Management Report co-authored with KPMG. Other topics covered include AI innovation, family offices, ESG & impact investing, alternative investments, the Greater Bay Area, WealthTech and virtual assets.

Our sincere thanks to our sponsors for their tremendous support: Goldman Sachs Asset Management, LSEG (London Stock Exchange Group), FamilyOfficeHK, Hubbis, EY, EquitiesFirst, our new associate member PGIM Investments, Suntera Global, Simmons & Simmons, Janus Henderson Investors, Mercer Fundwatch, and Samsung.