The Evolution Of Wealth Management In Hong Kong
Supported by the Finance, Legal, and Tax Committee and the Innovation and Technology Committee
The Evolution Of Wealth Management In Hong KongSupported by the Finance, Legal, and Tax Committee and the Innovation and Technology Committee
The second event in the Finance, Legal & Tax and Innovation & Technology Committees’ collaborative series will explore the changing landscape of Hong Kong’s wealth management industry.
As the industry reacts to the changing needs of investors through the covid and post-covid environment new trends have emerged, particularly around digitalization.
Join us for a fascinating discussion on this new era for the wealth management industry where expert speakers will update and address:
- New approaches to the age of digitalization
- Customer segmentation – differing needs and differing methods
- The Hong Kong brokerage style market: what has to change or can it adapt
You will hear from guest speakers:
- Stephanie Leung, Chief Investment Officer, StashAway
- Ken Shih, Head of Wealth Management Greater China, Saxo Markets
12:00pm – 12:15pm – Registration and Networking
12:15pm – 1:00pm – Panel Discussion + Q&A
1:00pm – Event Closes
Our thanks to venue partner and AustCham Member, Saxo Capital Markets.
Please note: The views, thoughts, and opinions expressed by the speaker(s) belong solely to the speaker, and are not representative of the Australian Chamber of Commerce in Hong Kong.
Mon, October 16, 2023
12:00 PM - 01:00 PM
Saxo Offices - 12 Queen’s Road Central, 19/F Shanghai Commercial Bank Tower, Central
Head of Wealth Management Greater China | Saxo Markets
Ken Shih is the Head of Wealth Management Greater China at Saxo Markets Hong Kong. With a collective 19-years of financial industry experience in Hong Kong and the United States, Ken has a strong understanding of how to help clients systematically build their wealth. Prior to joining Saxo, Ken was the Head of Sales and Marketing for AQUMON and successfully grew their robo advisor app business in Hong Kong. Prior to AQUMON, Ken was a Director of Investment Content and an Alternative Investment Sales strategizing sales and marketing financial solutions to UBS' and HSBC's wealth management clients in Hong Kong. Ken graduated from the University of Wisconsin-Madison with a B.A. in Economics.