Fintech Series
Rise of Fintech in Asset & Wealth Management

Financial technology advancement has transformed the asset and wealth management industry landscape tremendously. How are managers reacting to these disruptive development and what are the business impact?

In this upcoming Fintech Series talk, Mr Adrian Lai and Mr David Lee will share their views from the asset and wealth managers’ perspectives:

  • What Fintech means for asset management business
  • Latest trends and the way forward – Bionic Advisory
  • Case studies

Speakers: Mr Adrian Lai
Speakers: Lead of BlackRock Technology Ambassador Committee
Speakers: BlackRock Asset Management North Asia Limited

Speakers: Mr David Lee
Speakers: Managing Director
Speakers: Privé Services Limited


Event Code : ESFIN17080401
Date : 4/08/2017 (Friday)
Time : 12:00pm - 12:20pm   Registration & Light Sandwich Lunch
12:20pm - 1:20pm     Seminar / Q & A
Venue : Hong Kong Securities and Investment Institute
Room 510, 5/F, Wing On Centre, 111 Connaught Road Central, Hong Kong
Language : English
Hours : 1 CPT hour recognised by SFC
1 OPT hour recognised by PWMA
(Participants MUST attend the whole seminar including the question & answer session. Otherwise, NO/ZERO CPT/OPT hour will be given.)
Fees :

HK$210 for Members*
HK$380 for Non-members

*HKSI Institute Individual Members and staff of Corporate Members


Seats are limited, so register NOW ! 
For further enquiries, please call our Hotline on 3120 6100.


Speakers: Mr Charles Kinsley 
Speakers: Principal, Tax – Member of KPMG Global FATCA/CRS Working Group
Speakers: KPMG