On 2 August 2024, PWMA and the Family Office Association Hong Kong co-hosted “Synergies and Challenges: Exploring the Dynamic Relationship Between Family Offices and Private Banks” for around 70 PWMA Apprentices and FOAHK Interns.

The panel started with a fireside chat session with Steffanie Yuen, Head of Hong Kong from Endowus and Pak-Sun Ting, CEO of Votee AI moderated by our CEO Vivien Khoo on how technology is disrupting traditional finance and the way companies are integrating AI and other rapidly evolving technologies. The theme of “Future is Digital” is particularly relevant to the audience given younger investors are expected to have more digital engagement with their finances and for the audience to be aware of the latest trends and market developments

The second panel goes into a deeper dive on the role of banks and intersection with family offices, the difference on what to expect working in a private bank and a family office and how the career path for both these options offer valuable training from different perspectives. Thanks to the different panelists Christophe Lee, CEO of Sun Hung Kai & Co. Limited, Yves Klenk, Head of Investment Advisory & Products from Julius Baer, Kenny Ho, Director from FOAHK moderated by Jim Kwok, Vice Chairman from FOAHK, for the passionate sharing of their own experiences and stories, their career journeys and insightful updates on market developments.

All speakers provided practical tips on how best to deal with issues and situations, useful resources for Apprentice and Interns, and with real life examples that cannot be learned through textbooks and lectures.
A great collaboration between PWMA and FOAHK Grant Ko and Andrea Au. The event provided great learning and networking opportunities to our Apprentices and FOAHK Interns which we hope will help to equip them better as they consider career options and start their professional career.