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Greater China
Wealth and Insurance
Forum 2025
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Mercer PCS Greater China
Wealth and Insurance Forum 2025
美世私人客戶服務大中華財富與保險峰會 2025
Event Details 峰會詳情
Date:
日期：
28 February 2025 (Friday)
2025年2月28日（星期五）
Time:
時間：
12:00pm - 2:00pm
下午12時正至2時正
Venue :
地點：
Atrium, Level 39 @ Island Shangri-La
港島香格里拉39樓天窗廳
Event Agenda 峰會議程
12:00 pm
Registration
來賓簽到
12:40 pm
Welcome Address
歡迎致辭
12:45 pm
Opening Ceremony
開幕典禮
12:50 pm
Panel Discussion I
Greater China Wealth Management
and Insurance Landscape
研討會I
大中華地區財富管理及保險業務的機遇
01:10 pm
Panel Discussion II​
PCS Spotlight: Onshore
and Offshore Holistic Planning
研討會II
境內境外連動與發展
01:30 pm
Lucky Draw
抽獎環節
02:00 pm
Forum Ends
峰會結束
Greater China Wealth and Insurance Forum 2025
Agenda 議程
Panel Discussion I
Greater China Wealth Management and Insurance Landscape Trend
Event Details 峰會詳情
Date:
日期：
28 February 2025 (Friday)
2025年2月28日（星期五）
Time:
時間：
12:00pm - 2:00pm
下午12時正至2時正
Venue :
地點：
Atrium, Level 39 @ Island Shangri-La
港島香格里拉39樓天窗廳
Event Agenda 峰會議程
12:00 pm
Registration
來賓簽到
12:40 pm
Welcome Address
歡迎致辭
12:45 pm
Opening Ceremony
開幕典禮
12:50 pm
Panel Discussion I
Greater China Wealth Management
and Insurance Landscape
研討會I
大中華地區財富管理及保險業務的機遇
01:10 pm
Panel Discussion II​
PCS Spotlight: Onshore
and Offshore Holistic Planning
研討會II
大中華地區財富管理及保險業務的機遇
01:30 pm
Lucky Draw
抽獎環節
02:00 pm
Forum Ends
峰會結束
Moderator
Patrick Wang
Executive Director PCS by Mercer
Panel Speakers
Carrie Tang
FormerBig4 CPAFirmGreaterChina
PrivateandFamily Enterprise Services Leader
Jingwei Jia
Partner,FinancialServices/InsuranceOliverWyman
Matthew Chu
Managing Director PCS b by Mercer
Greater China Wealth and Insurance Forum 2025
Registration 登記