Hong Kong Intelligent Wealth Roundtable 2026
The Future of Asian Wealth Management
June 11, 2026 | 8 AM to 1 PM | Hong Kong, China
Wealth managers across the region are navigating rapid shifts — from the re-emergence of Hong Kong as a global wealth hub, to the rising complexity of multi-asset portfolios, data infrastructure, and the accelerating role of AI in client engagement and portfolio construction.
This roundtable brings together a select group of senior wealth management practitioners for a candid, off-the-record dialogue — and we would be delighted to have your perspective at the table.
Our panel discussion will explore four key themes:
Recent trends redefining wealth management across Asia
The shift toward multi-asset strategies and portfolio solutions
Managing data complexity at scale
Leveraging AI for better client outcomes
Speakers
Thomas Tse
Regional Director,
North Asia
Temenos
David Chen
Partner Wealth & Asset
Management
Ernest & Young
Yash Wardan
Regional Director
Wealth
Factset
Galix Leung
Senior Consultant,
Business Solutions
Temenos
Agenda
Speaker:
Thomas Tse, Regional Sales Director, North Asia, Temenos & Yash Wardhan, Regional Director, Wealth Solutions – APAC, Factset
Driving Resilience, Yield, and Next-Gen Alignment
- Post-2025 volatility, rates outlook.
- Hong Kong’s re-emerging wealth hub role.
Speaker:
David Chen, Tech Consulting Partner, EY Hong Kong
Speaker:
Galix Leung, Wealth Senior Consultant, Temenos
Discussion Themes:
- Recent trends reshaping wealth management across Asia.
- Expanding into multi-asset strategies and portfolio solutions.
- Navigating the complexity of data management in wealth.
- Leveraging AI to drive better client outcomes.
Moderator: Thomas Tse, Regional Sales Director, North Asia, Temenos
Panelists:
David Chen, Tech Consulting Partner, EY Hong Kong,
Yash Wardhan, Regional Director, Wealth Solutions – APAC, Factset,
Galix Leung, Wealth Senior Consultant, Temenos
Target Audience: Chinese Banks, Hong Kong Banks.
Speaker:
Thomas Tse, Regional Sales Director, North Asia, Temenos & Yash Wardhan, Regional Director, Wealth Solutions – APAC, Factset
Lunch provided offsite.
Join us at Intelligent Wealth Roundtable Hong Kong 2026
Let’s power the next generation of banking together: