October 16, 2015

CEO Roundtable


A CEO Roundtable co-hosted with the Hong Kong Securities and Investment Institute on reshaping the world of retirement.  With life expectancy at birth improving year after year, most people will outlive their savings given the lack of planning, loss of investments, and rising inflation. This panel aims to discuss issues affecting people’s decisions to plan effectively for retirement, and how industry professionals and advisors should assist their clients in reshaping their retirement planning.  Click to register.

November 23, 2015

Best Practice Wealth Advisory Forum


Hong Kong

Come join a unique peer-to-peer industry conference that encompasses the essential areas of the wealth advisory business. Wealth management practitioners gather together at this annual event to share best practices and to vote for their favorite candidates.  For more information, please email Christopher Hay at

November 30, 2015

BENCHMARK Wealth Management Awards Gala Dinner 2015


Conrad Hong Kong
The annual BENCHMARK Wealth Management Awards are a benchmarking exchange for industry practitioners who strive to implement best practices in their financial industry operations. The competition adopts a total customer-centric approach to determine whether each contestant has operational practices designed for the purpose of protecting clients rather than shareholders’ interests. To celebrate with our awards recipients or to sponsor the event, please contact Christopher Hay at