Following our successful event last April, we would like to invite you to the third annual Hong Kong WealthMatters on 27 March 2014 at the Grand Hyatt.

The feedback from delegates attending last year’s event has been excellent, so we are confident that March’s WealthMatters will be equally as lively and informative.

Attendance is complimentary, but spaces are limited. You can also earn up to three CPD hours for attending this event, at no charge.


8:00am – 9:00am Registration and breakfast
9:00am – 10:00am Investment Management Q&A: What Does The Future Hold?
An exploration of the key issues in investment management, looking back at what we've learned already in 2014 and how to move forward:Client investment suitability and the re-shaping of the investment advisory model in wealth management business today In the fourth quarter of 2013, Japan saw a record trade deficit. Despite the initial success of Abenomics, are the current issues a temporary glitch or is Japan on the edge of a precipice? Goldman Sachs told WealthBriefing Asia that there was a 90% probability of a crisis in China in the next 10 years. How wary is the wealth management industry of a looming crisis? Country Focus: Vietnam
Speakers: Johnny Heng, Head of Investment Services, Coutts Todd James, Head of Investment Services & Advisory, Lombard Odier Rickesh Kishnani, CEO, Platinum Whisky Investment Fund Fabian Salvi, Director, Dragon Capital Steven Seow, Head of Asia Wealth Management, Mercer Robert Horrocks, Chief Investment Officer, Matthews Asia CHAIR: Stephen Harris, CEO, ClearView Financial Media
10:00am – 10:30am Morning Break
10:30am – 11:30am Wealth Management Strategy: Philanthropy And The Next Generation
This panel, comprised of veteran wealth management executives and legal experts, will discuss issues the industry faces with regards to the upcoming next generation of clients as well as the current themes in philanthropy. Discussion points will include:Trends in the motivation of donations and current popular causes Value-Based Investments and the dilemma of causes versus returns The next generation and self-directed investing Using technology and social media to attract younger clients Keeping family clients as wealth passes to the next generation
Speakers: Cynthia D'Anjou-Brown, Head of Philanthropy Advisory, North Asia and Family Governance Advisor, Private Wealth Solutions, HSBC Ignatius Chong, Chairman of Coutts Institute, Asia Michelle Chow, Consultant, Withers Richard Norridge, Head of Asia Private Wealth practice, Herbert Smith Freehills Philippe Legrand, Chief Executive Officer, London & Capital Asia CHAIR: Bruce Weatherill, Chairman, ClearView Financial Media
11:30am – 12:30pm Networking


Date and Time

Date: Thursday 27th March - 2014
Time: 8:00 am – 12:30 pm


Grand Hyatt

Address: Grand Hyatt, 1 Harbour Rd, Hong Kong

About our Sponsors


Association of Private Bankers in Greater China Region


Bruce Weatherill

Chief Executive

Weatherill Consulting

Bruce is a chartered accountant with over 37 years financial services experience, previously a partner in PwC, latterly as Global leader of their Wealth Management practice and the key driver […]

Cynthia D’Anjou-Brown

Head of Philanthropy Advisory, North Asia and Family Governance Advisor, Private Wealth Solutions


Cynthia D’Anjou-Brown has gained a wealth of experience working in the non-profit sector over the past 30 years. As a social worker in Canada she started her career as a […]

Fabian Salvi

Director, Client Group

Dragon Capital

Fabian graduated in 2002 as commercial bank employee from KV Zurich Business School Horgen, Zurich after a traditional 3-year Swiss bank apprenticeship with Credit Suisse. In 2003, he moved to […]

Ignatius Chong

Chairman, Coutts Institute, Asia


Iggy Chong has worked at Coutts since 1994 when the bank established an office in Hong Kong, and became the Chairman for Coutts Institute, Asia in 2012. He also leads […]

Johnny Heng

Head of Investment Services


Based in Singapore, Johnny is responsible for investment services in Asia, which comprises Coutts’ Asia portfolio services teams of active advisory services and tailored portfolio services. Formerly as a managing […]

Michelle Chow



Michelle Chow has a broad range of experience on charity law, including advising on the setting up of charitable organizations for universities, schools, banks, corporations and individuals. She also advises […]

Philippe Legrand


LCA Solutions

Philippe is CEO and co-founder of LCA Solutions, an award winning multi-family office that services high net worth clients as a one stop solution. Beyond a standard wealth management offering and […]

Richard Norridge

Partner & Head of Private Wealth – Asia

Herbert Smith Freehills

As head of Herbert Smith Freehills’ private wealth practice in Asia, Richard acts for HNW individuals, their families, private banks and other advisors across Asia on a range of contentious and […]

Rickesh Kishnani

Chief Executive

Platinum Whisky Investment Fund

As one of the leading experts in the fine wine and spirits industry, Rickesh combines a strong network of private clients with the experience of creating successful businesses across Asia […]

Robert Horrocks

Chief Investment Officer

Matthews Asia

Robert Horrocks is chief investment officer at Matthews Asia and a portfolio manager for the firm’s Asian Growth and Income and Asia Dividend strategies. Before joining Matthews in 2008, Robert […]

Stephen Harris


ClearView Financial Media

Stephen Harris is chief executive of ClearView Financial Media, publisher of global wealth management news sites WealthBriefing, Family Wealth Report and WealthBriefingAsia; as well as compliance, tax and remuneration-centred Compliance […]

Steven Seow

Executive Director

Singapore Consultancy

Steven Seow is the founder and executive director of Singapore Consultancy. He has more than 16 years of working experience in banking and consulting. Prior to running Singapore Consultancy, he […]

Todd James

Head of Investment Services and Advisory

Lombard Odier

Todd James, originally from Canada, has over 15 years of experience in investment banking and private banking. His experience covers derivatives trading, debt capital markets and investment advisory. After graduating […]


This event has already taken place.