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Event Details

We are excited to announce a collaborative event co-hosted by the Shenzhen Wealth Management Association, the Shenzhen Fintech Association and the Fintech Association of Hong Kong, centered on the themes of Wealthtech and Digital Economy Development in the Greater Bay Area. This gathering will bring together industry leaders, innovators, and stakeholders to explore the latest trends, opportunities, and challenges in these transformative areas of fintech.


Join us for an afternoon of insightful discussions and networking as we navigate the future of Wealthtech and Digital Economy in one of the world's most dynamic economic regions.



*Participants will need to arrange their own transportation to the HKSTP SZ site. To ensures a timely arrival at the event, we advise adding sufficient buffer to the travel plan as unforeseeable delay may arise during border crossing.

Apr 12, 2025

14:00 - 17:30 GMT+8

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HKSTP Shenzhen Site (็ฆ็”ฐไฟ็จ…ๅ€ๅธ‚่Šฑ่ทฏ 32 ่™Ÿ)
Futian Free Trade Zone, Shi Hua Lu 32
Shen Zhen Shi, Guang Dong Sheng, China
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Agenda

  • 14:00 - 14:30Registration
    14:30 - 14:45Welcome Remarks & Photo Taking

    King Leung

    Global Head of Financial Services, Fintech & Sustainability at InvestHK

    14:45 - 15:00FTAHK & SZFTA Introduction
    15:00 - 15:10HKSTP Introduction & GBA Case Sharing

    David Wan

    Assistant Director, Investment & Partnerships, New Ventures of HKSTP

    15:10 - 15:45Panel #1: GBA WealthConnect and Digital Innovations

    Chris Wang

    Director Assistant to CEO of SDIC Securities International Financial Holdings Limited

    Xiao Xu

    Head of Sales, North Asia at Allfunds

    Aaron Yang

    Head of Business Strategy at CSOP Asset Management

    Kevin Li

    Co-Chair of Wealth & InvestTech Committee, FTAHK; General Manager and Head of Hong Kong at Syfe

    15:45 - 16:05Fireside Chat

    Steffanie Yuen

    Co-Chair of Wealth & InvestTech Committee, FTAHK; Managing Director, Head of Hong Kong at Endowus

    Zhihai Diao

    Head of International Wealth Management Department at China International Capital Corporation (International) Limited

    16:05 - 16:40Panel #2: GBA Digital Assets Development

    Serra Wei

    Co-Founder of Aegis Custody and Digital Asset Clearing Company (DACC)

    Xiaozhou Li

    Executive Director of CPIC Investment Management (HK)

    Sarah Ye

    CEO of RigSec (part of Amber Group)

    Caroline York

    Co-Chair of Web3 & Blockchain Committee, FTAHK; Marketing Director at Serotonin

    16:40 - 16:45Closing Remarks
    16:45 - 17:30Networking

Speakers

  • Zhihai Diao (Head of International Wealth Management Department at China International Capital Corporation (International) Limited)

    Zhihai Diao

    Head of International Wealth Management Department at China International Capital Corporation (International) Limited

  • King Leung (Global Head of Financial Services, Fintech & Sustainability at InvestHK)

    King Leung

    Global Head of Financial Services, Fintech & Sustainability at InvestHK

  • Kevin Li (Co-Chair of Wealth & InvestTech Committee, FTAHK; General Manager and Head of Hong Kong at Syfe)

    Kevin Li

    Co-Chair of Wealth & InvestTech Committee, FTAHK; General Manager and Head of Hong Kong at Syfe

  • Xiaozhou Li (Executive Director of CPIC Investment Management (HK))

    Xiaozhou Li

    Executive Director of CPIC Investment Management (HK)

  • David Wan (Assistant Director, Investment & Partnerships, New Ventures of HKSTP)

    David Wan

    Assistant Director, Investment & Partnerships, New Ventures of HKSTP

  • Chris Wang (Director Assistant to CEO of SDIC Securities International Financial Holdings Limited)

    Chris Wang

    Director Assistant to CEO of SDIC Securities International Financial Holdings Limited

  • Serra Wei (Co-Founder of Aegis Custody and Digital Asset Clearing Company (DACC))

    Serra Wei

    Co-Founder of Aegis Custody and Digital Asset Clearing Company (DACC)

  • Xiao Xu (Head of Sales, North Asia at Allfunds)

    Xiao Xu

    Head of Sales, North Asia at Allfunds

  • Aaron Yang (Head of Business Strategy at CSOP Asset Management)

    Aaron Yang

    Head of Business Strategy at CSOP Asset Management

  • Sarah Ye (CEO of RigSec (part of Amber Group))

    Sarah Ye

    CEO of RigSec (part of Amber Group)

  • Caroline York (Co-Chair of Web3 & Blockchain Committee, FTAHK; Marketing Director at Serotonin)

    Caroline York

    Co-Chair of Web3 & Blockchain Committee, FTAHK; Marketing Director at Serotonin

  • Steffanie Yuen (Co-Chair of Wealth & InvestTech Committee, FTAHK; Managing Director, Head of Hong Kong at Endowus)

    Steffanie Yuen

    Co-Chair of Wealth & InvestTech Committee, FTAHK; Managing Director, Head of Hong Kong at Endowus

Frequently Asked Questions (FAQs)

1) What will the tour at HKSTP Shenzhen Site comprise of? 


A half-day session of knowledge exchange, networking, and collaboration between Hong Kong and Shenzhen in the field of financial technology.  



 2) What isn't covered? 


Transportation and dinner are not covered.



3) Which language will the trip be conducted in? 


It will be conducted in Mandarin.



4) How about travel visa? 


If required, each participant shall take care of his/her own visa arrangements. This is not covered in the cost. 



5) Will I have expenses locally? And how to pay? 


In case you plan to do local purchases, we strongly recommend to use a ML China โ€“ compliant digital payment method. 



6) Will participants be required to sign a Waiver? 


Yes.

Tickets

Members Only
Member Price Complimentary
General Admission
HKD 399
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