The WealthBriefingAsia Summits are large-scale thought-leadership, education and networking events exclusively for members of the WealthBriefingAsia network.

WealthBriefingAsia events encourage intellectual debate on the challenges and opportunities facing the wealth management industry and are designed to be an optimal use of a wealth manager’s precious time. They represent an excellent networking opportunity and attendees can also accrue valuable CPD hours.

Attendance is complimentary for members of the WealthBriefingAsia network and its partnering organisations, but places are limited.



08:00 - 09:00 Registration and breakfast
09:00 - 10:00 Panel session: Jurisdictional Wealth Structuring: What The Age of Transparency Means For Your Clients
10:00 - 10:30 Networking and refreshments
10:30 - 11:30 Panel session: Where Next For Wealth Management Technology?
11:35 - 12:35 Panel session: In What Way Can Passion Investments And Collectibles Form Part Of A Portfolio?
12:35 - 13:30 Lunch and networking


Date and Time

Date: Thursday 23rd April - 2015
Time: 8:00 am – 2:00 pm


JW Marriott Hotel

Address: JW Marriott Hotel, One Pacific Place, 88 Queensway, Hong Kong

Telephone: +852 2810 8366

About our Sponsors


Association of Family Office, Asia and Association of Private Banks, Greater China Region

Association of Private Bankers in Greater China Region


Christine Wong

Managing Director

Asiaciti Trust Group

Christine Wong has over 16 years’ professional experience in the private client trust and wealth planning sector. Previously she worked as a senior wealth planning consultant at two major international […]

Chuck Bokman


Capco Consulting

Chuck Bokman is the lead partner at Capco Consulting’s Singapore, office responsible for wealth management clients and their transformation projects. After starting his consulting career in the US with Coopers&Lybrand, […]

Dominic Khoo

Watch Expert

The Watch Fund

Dominic Khoo was the first South-East Asian to have worked full-time as a professional watch expert in an auction house. Under expert in the field Osvaldo Patrizzi at watch auction […]

Joanna Caen

Legal Manager

Herbert Smith Freehills

Joanna Caen is a recent addition to Herbert Smith Freehill’s private wealth team. She has joined HSF from New Zealand where she has advised both onshore and offshore clients in […]

Jonathan Macey

Auctioneer and Valuer

Macey and Sons

Jonathan Macey has 25 years of experience in the auctioneering and financial business; his forte is exit strategies along with a wealth of knowledge in the art business. Jonathan trained […]

Marco Kaster

Investment Director

Stanley Gibbons

Marco joined Stanley Gibbons in Hong Kong as investment director in October 2012. His main responsibilities are overseeing Stanley Gibbons’ Asian offices in Hong Kong and Singapore, the development of […]

Patrick Hamlin

OF Counsel


Patrick’s practice focuses on trust and succession litigation including Inheritance Ordinance claims, breach of trust actions and applications for construction of trust documents and wills. He also advises on removal […]

Peter Sherriff

Principal Architect

Charles River

Peter Sherriff is the principal architect for Charles River in Asia Pacific. In this role, he is responsible for working with new and existing clients on their enterprise solution design […]

Simon Ng

Managing Director, Hong Kong Branch

Bank J. Safra Sarasin Ltd

Simon is a veteran wealth planner and private banker with more than 25 years of experience in wealth planning, trustee administration and private banking. Previously he was the Managing Director, […]

Stanley Yu

Director, Group Technology

UBS Wealth Management

With more than 17 years of experience in IT for financial industry across Asia, Stanley joined UBS Hong Kong in 2010, now the software product manager for advisory solutions. Prior […]

Yumei Zhang

Business Development Director - Greater China

Jersey Finance

Dr Yumei Zhang is business development director, Greater China, based in Hong Kong. Prior to Jersey Finance, Yumei was the managing director of Louvre Fiduciary (Hong Kong), a subsidiary of […]


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