Wealth & Investment Management Forum

What Does Future Wealth Look Like in the Age of AI & Tech?

With 92% of banks increasing tech investments in 2024, you can't afford to miss this opportunity to gain a competitive edge. Connect with innovators, gain actionable insights, and build strategic partnerships. The future of finance starts here.

Your Guide to
Wealth & Investment Management Forum

  • AI-powered advisory & new investor experience
  • Tokenisation assets & future of investing
  • Next-gen alternative investments
The Wealth & Investment Management Forum 2025 examines how technology is reshaping wealth creation, preservation, and distribution. Tokenisation is unlocking access to alternative assets and new forms of liquidity, while AI is transforming how advice is delivered and personalised for investors. Meanwhile, family offices are adapting to global mobility, digital infrastructure, and next-gen expectations, together redefining the future of wealth management in a rapidly changing financial landscape.
*Topics may be subject to change.

2025 Speakers

Earl Hunt
Apollo Global Management
Partner
United States
Helen Chen
FGA Trust
Chief Strategy Officer
Hong Kong, China
Jessica Cutrera
Leo Wealth
President, Co-founder
Hong Kong, China
Vicky Kong
Citi
Head of Wealth, Asia North and Australia
Hong Kong, China
Vivien Khoo
Private Wealth Management Association
CEO & Managing Director
Hong Kong, China

The underlying technology of WealthTech is so potent that traditional finance as we know it could be reshaped.”

Julia Leung
Chief Executive Officer, Securities and Futures Commission

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