Personalising Wealth Management

Personalising Wealth Management

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At this upcoming Chief Officer Series, Mr Charles Wong, co-founder and CEO of Prive, will provide his insights on:
- The FinTech ecosystem and the latest market developments
- Digitization of the wealth management industry and how and why this is happening; and
- What is robo advisory – and why bionic advisory is the next step in the transformation of the industry

Speaker/Course Instructor

WONG Charles
Mr Charles Wong is the co-founder and Chief Executive Officer of Prive. He ensures the optimal performance of the organisation through effective strategy formulation and execution. Prior to founding Prive, he served as the Managing Director at JP Morgan where he was responsible for running the Asian structured products desk. In addition, he is an Executive Director of TVM Capital China, which is a venture capital fund specialising in biotechnology investments.


Date & Time
Thursday, 30 Nov 2017 (12:20PM - 1:20PM)
HKSI Institute Training Centre
SFC:1.0, PWMA:1.0