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WealthTech & InvestTech Forum

Reimagining Investment
for a Dynamic Future

Join the WealthTech & InvestTech Forum at Hong Kong FinTech Week (October 28-29, 2024) and explore how to bridge tradition and innovation in investment.

With US$2.5 trillion in intergenerational wealth expected to transfer across Asia by 2030, the need for forward-thinking investment strategies is crucial.¹ Hear from industry experts on the latest WealthTech and InvestTech advancements and engage in discussions on how these technologies are shaping the future of wealth management.

* The forum will share the stage with the InsurTech Forum, where Day 1 spotlights the latest WealthTech & InvestTech innovations and Day 2 delves into the cutting-edge world of InsurTech.

¹ South China Morning Post

With 92% of banks increasing tech investments in 2024, you can't afford to miss this opportunity to gain a competitive edge. Connect with innovators, gain actionable insights, and build strategic partnerships. The future of finance starts here.

Must-See
WealthTech & InvestTech Forum Sessions

  • Hong Kong & the Middle East: The Alliance for Future Private Wealth
  • Navigating the Intersection of Private Wealth, Crypto & Anti-Money Laundering
  • Billion-dollar Lessons: Wealth Inheritance & Social Impact
  • Capitalising Hong Kong's Financial Markets to Nurture Family Offices
  • Bracing for Further Inflation? Unravelling Asia’s Capital Markets
  • Tokenisation of Capital Markets: New Market Paradigm
*Topics may be subject to change.

Meet Our Speakers

Hear from Experts at the WealthTech & InvestTech Forum
Ben Jelloun
GCCVest
Managing Partner
Hong Kong, China
Dennis Luk
YF Life Insurance International
Chief Investment Officer
Hong Kong, China
Georgina Jarratt
International Capital Market Association
MD, Head of Fintech and Digitalisation
United Kingdom
Glenda So
Hong Kong Exchanges and Clearing (HKEX)
Co-Head of Markets
Hong Kong, China
Herbin Koh
Gaw Capital
Senior Director, Head of Growth Equity, PE & VC
Hong Kong, China
Jessica Cutrera
LEO Wealth
President
Hong Kong, China
Ned Phillips
The Sales Movement
Founder
Singapore
Steffanie Yuen
Endowus
Managing Director, Head of Hong Kong
Hong Kong, China

The underlying technology of WealthTech is so potent that traditional finance as we know it could be reshaped.”

Julia Leung
Chief Executive Officer, Securities and Futures Commission

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