Mercer’s Financial Planning Innovation Forum


Mercer’s Financial Planning Innovation Forum

16 November 2017  Hong Kong, HongKong

    • 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.

       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