Fintech/Virtual Assets

[Webinar] The Future of Finance: How Fintech and Wealthtech are Reshaping Wealth Management

概要

The global financial landscape is undergoing a digital revolution. With the rise of fintech and wealthtech, technology is reshaping the way individuals and businesses invest, manage, and grow their wealth. Innovative platforms are breaking down traditional barriers, empowering investors with greater transparency and democratising access to institutional-grade financial services that were once exclusive only to institutional investors.

This session will dive into the core principles of digital-first financial services, how technology is transforming the industry, and most importantly, how these advancements are creating new opportunities for investors.

內容

Key topics

  • An overview of how technology is disrupting traditional financial services and what it means for the modern investor.
  • How digital platforms are democratising access to institutional-grade strategies, expert advice, and alternative investments.
  • The emerging trends in wealthtech, including personalised financial planning, AI adoption and the future of digital-first investing.

對象

Wealth managers, family office practitioners, financial planners, asset managers, senior management such as Responsible Officers, MICs, directors in the relevant sector, fintech specialists, or anyone interested in learning more about the latest developments in the industry.

資產財富管理業先導計劃 - 專業培訓資助計劃

本課程已被審批為「提升資產財富管理業人才培訓先導計劃」(以下簡稱「資產財富管理業先導計劃」 其下之「專業培訓資助計劃」(以下簡稱「本計劃」)。本計劃旨在提升資產財富管理業在職從業員的專業能力水準及協助金融服務業內其他從業員學習所需的知識和技能,使他們能投身資產財富管理業。合資格之申請人按香港證券及投資學會之要求完成課程後將可獲香港特區政府資助80%學費,上限為HK$15,000。 香港證券及投資學會為資產財富管理業先導計劃之執行機構,有關申請要求之細則及手續,請參閱專為資產財富管理業先導計劃而設之網站(https://www.wamtalent.org.hk/)。

[重要通知]

[專業培訓資助計劃]申請截止日期: 隨著計劃將於2026年3月31日完成,計劃將有序停止接受申請。計劃將不會接受就於2025年12月31後完成的課程之學費發還申請,並將於2026年1月31後停止接受所有學費發還申請。申請人須遵循「申請人須知」中概述的申請要求,透過線上系統提交網上申請表及上載所需的證明文件,並將已簽妥的申請表列印本,連同香港身份證副本,於課程完成日期起計四個月內或於2026年1月31日或之前(以較早者為準)遞交至香港證券及投資學會辦事處。為免生疑問,凡於2025年10月1日至2025年12月31日期間(包括首尾兩天)完成之課程,其申請必須於2026年1月31日或之前遞交。逾期或不完整的申請將不予受理。

導師/講者

袁淇欣
Ms Steffanie Yuen is the Managing Director and Head of Hong Kong at Endowus, a leading independent wealth and advisory platform in Asia with over US$8 billion assets under advice.

Before joining Endowus, Steffanie was Managing Director at Value Partners responsible for leading the Group's Direct Distribution, Marketing, Communications and Investor Relations functions, as well as other key strategic growth initiatives. Prior to Value Partners, she was the Business Development and Strategic Partnerships Director at Alibaba's fintech affiliate Ant Group, where she was responsible for driving strategic collaborations and partnerships with international financial institutions and Ant's overseas e-wallet partners, which together serves over 1.2 billion annual active users globally.

Steffanie started her career in the investment banking divisions of Barclays and Deutsche Bank in Hong Kong and holds a BS in Finance and Accounting degree from New York University’s Stern School of Business.

She was selected into the Financial Leaders Programme in 2023 organised by the Hong Kong Monetary Authority and is currently a Board Director of the Fintech Association of Hong Kong. She is also a member of our Individual Membership Committee.

詳情

活動編號
TSBFT25002201
日期及時間
2025年10月15日, 星期三 (12:20下午 - 1:20下午)
地點
虛擬平台
相關主題
第1類 - 證券交易
第4類 - 就證券提供意見
第9類 - 提供資產管理
語言
英文
課程時數
SFC:1.00, PWMA:1.00