[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/)。
導師/講者
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.