Asset and Wealth Management

[Webinar] Virtual Banking Landscape and Recent Developments

概要

The emerging of virtual banks in Hong Kong marks an important milestone in the banking industry. We will co-organise a webinar with Private Wealth Management Association (PWMA) to discuss the latest development and how the virtual banks have impacted the banking industry and private wealth management sector.

內容

A moderated panel discussion will cover the following topics

- Current virtual bank landscape
- Differences between traditional banks and virtual banks
- How virtual banks have impacted the banking industry
- Related guidelines and regulations on virtual banks

Moderator: Samuel Lung, Partner, EY

Panel Speakers:

  1. Mr Rockson HsuChief Executive Officer, ZA Bank Limited
  2. Mr Sunny Ip, Partner, Deloitte
  3. Mr Rocky MuiPartner, Clifford Chance

對象

The joint webinar primarily targets at the practitioners who are in the private wealth management or banking sector.

資產財富管理業先導計劃 - 專業培訓資助計劃

本課程乃提升資產財富管理業人才培訓先導計劃 - 專業培訓資助計劃所涵蓋之合資格課程 / 研討會。

合資格之金融服務業現職從業員只要圓滿修畢,便可以就2016年10月1日至2022年8月31日期間上課的合資格課程 / 研討會申請發還80%學費,或上限每人10,000元。

申請人可申請多於一個課程 / 研討會的資助,合計上限10,000元,但每個課程 / 研討會只獲發還學費一次。

已填妥並簽署的申請表連同五項所需的證明文件必須於完成所參加課程 / 研討會當日起計四個月內提交至香港證券及投資學會辦事處。全部課程須於2022年8月31日或之前修畢方符合申請發還學費的資格。詳情請參考資產財富管理業先導計劃網站

資產財富管理業先導計劃特別要求

如有意申請專業培訓資助計劃(FIS) 資助,請確保所用的電腦、手機或平版電腦設置視像功能,並須在參與該次網上研討會時全程開啟,方可符合申請發還學費之要求。

導師/講者

許洛聖
許先生是眾安銀行有限公司 (「ZA Bank」) 行政總裁。

許先生擁有逾27年香港及中國內地大型外資及本地銀行的企業、投資銀行業務,以及風險管理經驗。加入ZA Bank前,彼曾擔任一間本地上市銀行之風險總監。

許先生畢業於美國紐約大學斯特恩商學院,並獲頒金融學及國際商業理學士學位。
Rocky MUI
Rocky Mui is Partner at Clifford Chance who specialises in fund establishment, authorisation of funds, licensing and regulatory advice, PRC investment programs (QFI/Stock Connect/Bond Connect/CIBM Direct Access), cross-border mergers & acquisitions and general corporate related work.

Rocky also focuses on Tech / Fintech and has developed expertise in cryptocurrency/blockchain related matters.
Sunny IP
Sunny is a Partner in Deloitte Digital leading up the Digital Strategy and Systems Delivery practices in Hong Kong, with over 18 years of experience in technology advisory and delivery. He has extensive experience in financial services as well as various other industries in digital transformation, customer experience, digital organisation and operating models, innovation strategy, and launching new propositions.

詳情

活動編號
TSBAW22000301
日期及時間
2022年8月31日, 星期三 (4:30下午 - 5:30下午)
地點
虛擬平台
相關主題
第4類 - 就證券提供意見
監管合規
語言
英文
課程時數
SFC:1.00, PWMA:1.00