{"id":12211,"date":"2026-03-25T17:28:00","date_gmt":"2026-03-25T09:28:00","guid":{"rendered":"https:\/\/www.pwma.org.hk\/?post_type=events&#038;p=12211"},"modified":"2026-04-30T17:28:27","modified_gmt":"2026-04-30T09:28:27","slug":"embracing-technology-in-nextgen-wealth-management","status":"publish","type":"events","link":"https:\/\/www.pwma.org.hk\/tc\/events\/embracing-technology-in-nextgen-wealth-management\/","title":{"rendered":"Embracing Technology in NextGen Wealth Management"},"content":{"rendered":"\n<p>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.<br><br>Key highlights from the session included:<br>&#8211; Shifting demographics: Younger generations are increasingly engaging in retirement and trust planning, underscoring the importance of solutions tailored across different life stages.<br>&#8211; 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.<br>&#8211; Technology innovation: Futu showcased how AI, blockchain, and cloud-based solutions are enhancing trust administration, streamlining client onboarding, and enabling more personalized investment advice.<br>&#8211; 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\u2019 long-term goals.<br><br>The session concluded with a forward-looking discussion on Futu\u2019s role as a technology-driven leader in brokerage and wealth management, committed to broadening access to private markets and supporting Hong Kong\u2019s role as a hub for innovation in the industry.<br><br>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.<\/p>\n\n\n\n<figure class=\"is-layout-flex wp-block-gallery-1 wp-block-gallery has-nested-images columns-default is-cropped\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1200\" height=\"1500\" data-id=\"12212\"  src=\"https:\/\/www.pwma.org.hk\/wp-content\/uploads\/2026\/04\/1.jpg\" alt=\"\" class=\"wp-image-12212\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1200\" height=\"1500\" data-id=\"12214\"  src=\"https:\/\/www.pwma.org.hk\/wp-content\/uploads\/2026\/04\/2.jpg\" alt=\"\" class=\"wp-image-12214\"\/><\/figure>\n<\/figure>\n\n\n\n<figure class=\"is-layout-flex wp-block-gallery-3 wp-block-gallery has-nested-images columns-default is-cropped\">\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1200\" height=\"1500\" data-id=\"12216\"  src=\"https:\/\/www.pwma.org.hk\/wp-content\/uploads\/2026\/04\/3.jpg\" alt=\"\" class=\"wp-image-12216\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img decoding=\"async\" loading=\"lazy\" width=\"1200\" height=\"1500\" data-id=\"12218\"  src=\"https:\/\/www.pwma.org.hk\/wp-content\/uploads\/2026\/04\/4.jpg\" alt=\"\" class=\"wp-image-12218\"\/><\/figure>\n<\/figure>\n","protected":false},"featured_media":0,"template":"","acf":[],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.pwma.org.hk\/tc\/wp-json\/wp\/v2\/events\/12211"}],"collection":[{"href":"https:\/\/www.pwma.org.hk\/tc\/wp-json\/wp\/v2\/events"}],"about":[{"href":"https:\/\/www.pwma.org.hk\/tc\/wp-json\/wp\/v2\/types\/events"}],"wp:attachment":[{"href":"https:\/\/www.pwma.org.hk\/tc\/wp-json\/wp\/v2\/media?parent=12211"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}