Mercer’s Financial Planning Innovation Forum

16 November 2017  Hong Kong, HongKong

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  • OVERVIEW

    Not many would have predicted how dramatic the financial planning industry has evolved in the last decade. Driven by evolving client expectations and digital breakthroughs, industry players must acclimate themselves to change and to take advantage of the innovations and trends that are looming in order to stay ahead of the curve.


     At this event we will have subject matter experts’ presentations and an interactive discussion on innovation and value creation for the customer in the financial planning sphere. Businesses, regulators and financial advisors play an integral role to enable greater awareness and sharing on best-practices, trends and challenges in the financial planning arena.


  • THE SPEAKERS

     
     Adeline Tan
     Head of Advisory, Hong Kong Mercer 
     
     
     
     
     
     Billy Wong
     Wealth Leader, Hong Kong, China and Korea, Mercer 
     
     
     
     
     
     Chris Tse
     CFPCM, Vice Chairman (Finance & Administration) 
     Institute of Financial Planners of Hong Kong 
     
     
     
     
     
     Elvin Tharm
     Head of Business Development, Wealth
     Mercer Hong Kong 
     
     
     
     
     
     Davis Kneebone
     General Manager, Investor Education Centre 
     
     
     
     
     
     Jan-Marc Fergg 
     CFA, Global Head Wealth Products, Services & Insights
     Group Wealth Management, RBWM, HSBC 
     
     
     
     
     
     Noel Maye
     CAE, Chief Executive Officer
     Financial Planning Standards Board 
     
     
     
     
     
     Timon Templeton
     Group Head of Product Proposition, FWD 
     
     
     
     

DATE
Thursday, November 16, 2017

TIME
08:30 – 10:30am.

LOCATION
Hong Kong


FEE
This event is complimentary and by invitation on a first-acceptance basis.

INQUIRIES
Email lisa.chan@mercer.com

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