Supercharging Financial Connectivity
In this session, we will consider key questions, such as: 1) How to connect the needs of GBA customers across the GBA and internationally, with the right products and services, 2) How to harmonise different laws, rules, and regulations relating to customer onboarding and KYC, cross-border data transfer, complaints and disputes, and 3) How to standardise product terms and conditions, risk management and underwriting.
This panel of experienced professionals will discuss the importance of “Connectivity” in the GBA and the role of Hong Kong’s financial and professional services industry in bringing its expertise in product creation, regulations compliance and risk management in banking, insurance and wealth management.
About the speakers
Gary is a partner in the Risk Assurance practice of PwC Hong Kong with specialisation in the banking and financial services sector. He has extensive professional experience in the provision of assurance and advisory services to Hong Kong, Chinese, Macau, Taiwan and international financial services clients.
Gary’s areas of expertise and experience include business process and application controls, IT systems and operational procedures implementation, e-banking/e-trading/e-payment, virtual bank and fintech, cyber security and data protection, corporate governance and internal controls, operations and technology outsourcing, regulatory compliance and reporting, testing management, due diligence and process integration, business continuity and resilience management, data management and analytics, investigations, US-SOX/C-SOX, deposit protection, FATCA/CRS, IAS39/IFRS9, and BASEL regulatory framework, etc.
Gary is a Practising Certified Public Accountant (CPA (Practising) in Hong Kong. He has a number of other professional qualifications such as Fellow member of the Association of Chartered Certified Accountants (FCCA), Certified Information System Auditor (CISA), Certified Information Systems Security Professional (CISSP) and Financial Risk Manager (FRM). He is also a regular speaker at industry seminars, forums and training events.
Priscilla takes lead responsibilities for Prudential Hong Kong’s marketing function, overseeing customer strategy, customer experience, digital & channel marketing, product management, business development as well as brand and communications.
As a veteran in the financial services sector, Priscilla has accumulated extensive experience in digital transformation as well as branding, marketing and digital sales. Prior to joining Prudential, she spent 17 years at Citibank, where she was last the Managing Director, Head of Customer Franchise & Head of Digital for Citibank’s Global Consumer Banking group in Hong Kong.
Priscilla was the Chair of the Diversity Committee at Citibank Hong Kong where championed the development of an inclusive environment and diversity practices into various aspects of the business. In October 2018, she was also named as one of the 25 women leaders in Hong Kong fintech by DigFin, an initiative supported by InvestHK.
Vicky Kong is our head of wealth management for GCNA and HK. She is responsible for setting the strategic agenda and leading the execution of our wealth management business across all client segments including retail, private and business banking.
Before taking on this role, Vicky was the Group Head for Client Proposition in Wealth Management and Retail Banking Head in Hong Kong. She joined Standard Chartered Bank in Taiwan in 2008 and relocated to Hong Kong in 2010.
Vicky started off her banking career as a management associate in Citibank Hong Kong. She had a wide range of experiences in various businesses and functions including operation and technology, balance sheet management (ALM), wealth management, as well as affluent and international client segments.
Vicky is a Chartered Financial Analyst (CFA). She obtained her bachelor degree in Business Administration from The Chinese University of Hong Kong and fellowship from ACCA.
Wesley Pang is a partner in the Global Litigation and Dispute Management Group at Eversheds Sutherland. He is based in Hong Kong, where he leads the firm’s international arbitration practice in Asia. He has over a decade of experience in advising private and sovereign clients on commercial and investor-State disputes under various institutional rules in Asia, Europe, the Middle East and Africa.
Prior to joining Eversheds Sutherland, Wesley was Managing Counsel at the Hong Kong International Arbitration Centre (HKIAC). He led the counsel team within the Secretariat handling the caseload under various HKIAC rules, UNCITRAL Rules and the Hong Kong Arbitration Ordinance.
Wesley has authored publications and spoken widely on international arbitration. He is also a member of the International Advisory Board of the Journal of International Law of the Asian-African Legal Consultative Organization, a member of L'Institut pour l'Arbitrage International and a member of the Arbitration & ADR Committee of the ICC-HK. In addition, he is an Adjunct Associate Professor at the University of Hong Kong and is the convener of the Arbitration Practice, Procedure & Drafting course for the LL.M in Arbitration & Dispute Resolution.
About the moderator
Lapman Lee is a Professor of Practice in FinTech & financial services innovation at the Hong Kong Polytechnic University, where he focuses on the 1) governance, risk management and control (GRC) aspects of digitalization and emerging technology adoption, 2) M&A and strategic partnerships between financial institutions and start-ups, 3) RegTech, SupTech and increasingly ESG and SustainTech.
He brings 20+ years of financial services industry experience as a former Deloitte financial services advisory and relationship Partner, Duff & Phelps Managing Director, and Financial Engineering/ Structured Financier at Rabobank.
Lapman is active in his industry roles as Vice Chairperson of the British Chamber Financial Markets Committee, Co-Chair (InsurTech) of the HK FinTech Association, and is a trusted advisor to regulators, start-ups and venture capital firms.
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