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Event Details

According to PwC, AI is expected to contribute up to $15.7 trillion to the global economy by 2030. AI integration will impact industries in different ways and sizes.

In wealth management, multiple firms including Morgan Stanley and JP Morgan have all announced their initiatives to incorporate AI in their businesses. However, concerns such as trustworthiness, privacy awareness and security have been raised by the that could potentially limit the application of AI.

In collaboration with the Private Wealth Management Association (PWMA), the Wealth & InvestTech Committee of the Fintech Association of Hong Kong (FTAHK) and 100 Women in Fintech (100WFintech) are co-hosting an upcoming event to explore the potential and any boundaries and limitations for AI to redefine the customer investment journey and how it would impact the wealth management industry going forward.

We cordially invite you to join us on 25 October 2023 at 5PM for a panel discussion with a variety of industry experts on the topic above, which will then be followed by a networking session.

This is a Satellite pre-event to the HK Fintech Week 2023, which will be held from October 30 - November 5, 2023 under the theme Fintech Redefined. The 2-day main conference will be on November 2-3, with a strong focus on policy and regulatory innovation, AI, the transition from Web 2 to Web 3, as well as leveraging technology for inclusion, ESG and Green Finance.

*Participants who wish to obtain 1 OPT hour from this event, please ensure that you stay for the whole panel discussion from 5-6PM.


  • Alex Ypsilanti, Quantifeed, Co-Founder & CEO
  • Chak Wong, JP Morgan, Managing Director, Head of Machine Learning Center of Excellence
  • Clarice Yue, Clifford Chance, Senior Counsel
  • Nelson Chan, AWS, Head of Financial Services/ Banking Go-to-Market


  • Jennifer Hsieh, PMWA, Executive Director

Oct 25, 2023

5:00 PM - 7:00 PMGMT+8

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52/F, Two IFC, 8 Finance Street, Central
Hong Kong Island, Hong Kong SAR (China)

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  • 5:00 PM - 6:00 PMPanel Discussion
    6:00 PM - 7:00 PMNetworking


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