Retail Financial Services in the Greater Bay Area

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Breakfast Briefings

Retail Financial Services in the Greater Bay Area

With the development of the Greater Bay Area, there is a potential market of 27 million people who will have more opportunities to work, live, and travel across the region. To ensure the success of this project, the seamless access to financial products and services for the population will be vital.

Streamlined access to cross-border banking; e-payments; investment products; life and health insurance; and implementation of retirement products are all major factors to the long term success of the GBA project.

With the gradual opening up of the financial services sector in China allowing more international companies to enter the market, the GBA provides a significant opportunity. In this event a panel of experts from the banking, insurance and wealth management sectors will discuss the opportunities they see in the GBA and discuss the practical and regulatory challenges that must be addressed.


About the speakers

Dr Tse Kwok Leung is currently Head of Economic Research Division of Bank of China (Hong Kong). He has been serving the banking industry for over 20 years, responsible for research relating to macro-economy and finance. Dr Tse has authored and presided over extensive research on various economic and financial issues for decision making.

Dr Tse has been serving on The Chinese Banks’ Association and is currently the leader of its academic committee. He also served as an Associate Member (non-full-time advisor) of the Central Policy Unit (“CPU”) of The Government of the Hong Kong Special Administrative Region and a member of the CPU Pan-Pearl River Delta for years.


Henry Fan has over 30 years’ experience in business management.  He was the managing director of CITIC Pacific Limited and Deputy Chairman of the Cathay Pacific Limited.  Currently, he is an independent non-executive director of Sun Hung Kai Properties Limited and HKR International Limited.  He is also the Managing Director of Hong Kong Glory Limited and Chairman of the Fan Family Charitable Trust, a family investment company and charitable foundation respectively.

Henry has a long record of public service in Hong Kong.  Currently he is a member of the Chief Executive’s Council of Advisers on Innovation and Strategic Development, the West Kowloon Cultural District Authority, the Hospital Authority and the Financial Services Development Council.  Among his past services, he was a non-official member of the Executive Council, Chairman of the Mandatory Provident Fund Schemes Authority, Chairman of the Standing Committee on Disciplined Services Salaries and Conditions of Service, non-executive director of the Securities and Futures Commission and the Hong Kong Exchanges and Clearing Limited as well as a member of the Exchange Fund Advisory Committee.


Rannie Lee is Guangdong Co-Chief Executive and Head of PRD Retail Banking and Wealth Management, responsible for leading the overall business in Guangdong and formulating RBWM strategy to develop the retail business in the area.

Rannie joined HSBC in 1997 and held a number of key leadership positions in Hong Kong Retail Banking and Wealth Management, responsible for  products, propositions, branding and marketing. Prior to joining HSBC, she worked with American Express.

In 2011, Rannie became the Head of Customer Value Management at HSBC Hong Kong, overseeing the product development, digital banking development as well as big data application.

In September 2018, Rannie was appointed as the Head of PRD Retail Banking and Wealth Management, responsible for retail customer development, product sales and distribution in the region. She assumed the additional role as Guangdong Co-Chief Executive in December 2018.


Sam Lim is responsible for transforming Prudential’s business for the future to meet the new demands of customers, financial consultants, partners and employees.

Sam has devoted over 10 years to corporate development and strategy. He joined Prudential in 2005, working in Strategy and M&A for Prudential Corporation Asia before heading Strategy and Projects at Prudential Hong Kong Limited.

Sam formerly led the Customer Group, a dynamic development team encompassing Customer Service, Customer Experience and Customer Analytics. Under Sam’s watch, Prudential expanded its use of data analytics, enhanced customer service operations and improved overall customer experience. Sam holds a BA from Cornell University and an MBA from Massachusetts Institute of Technology.


About the moderator


Florence Yip is PwC’s Asia Pacific Tax Leader of Financial Services, and Asset & Wealth Management. She is a member of the PwC Global Financial Services Tax Leadership and the Board of the PwC Women Executive Network in Hong Kong. She was appointed a Justice of the Peace in Hong Kong on 1 July 2018.

She was a member of the Financial Services Development Council (‘FSDC’) of the Hong Kong Special Administrative Region  from 2013 to January of this year and was Convenor of its New Business Committee. 



This event is hosted by Andrew Seaton. 

Ticket includes a full hot English breakfast buffet.

Please note that Business Attire is required by the Hong Kong Club - collared shirts must be worn by men, and jeans, sandals and sports shoes are not permitted. To see the full list of club rules on dresscode, please click here.

Member $ 400.00 HKD
Non-Member $ 520.00 HKD
Y-Network $300.00 HKD
Startup $300.00 HKD
  • Reservations in advance are required. Please consider your booking confirmed unless notified otherwise.
  • Business Attire is required by the Hong Kong Club. No jeans or sports shoes.
  • Cancellations must be made in writing 24 hours prior to the event. No shows will be charged.
  • This event is closed to the media.
  • The event will be cancelled if the No.8 Typhoon signal or the Black Rain Storm warning is in force.
  • For further information please email
  • Please make cheques payable to: "The British Chamber of Commerce in Hong Kong" & send it to Room 1201 Emperor Group Centre, 288 Hennessy Road, Hong Kong

Retail Financial Services in the Greater Bay Area

Wed, February 27, 2019
08:00 AM - 09:30 AM

Dr Tse Kwok Leung, Head of Economic Research Division, Bank of China (Hong Kong)


Henry Fan, Managing Director, Hong Kong Glory Limited and Board Member, Financial Services Development Council


Rannie Lee, Head of Pearl River Delta Retail Banking & Wealth Management, HSBC


Sam Lim, Chief Transformation Officer, Prudential Hong Kong Ltd


Moderated by: Florence Yip, Asia Pacific Tax Leader Financial Services, Asset & Wealth Management, PwC Hong Kong

Victoria Suite, The Hong Kong Club, 1 Jackson Road, Central. Hosted by Andrew Seaton
Contact Person:
Yammie Yuen
Contact information: