Asset & Wealth Management

The Asset & Wealth Management Committee brings together investment professionals, wealth advisers, technologists, and researchers to explore AI's role in shaping more insightful and personalised investment services. Its purpose is to connect industry expertise with practical innovation, supporting better-informed portfolio decisions and stronger client relationships.

Potential use cases include investment research agents that challenge portfolio assumptions, simulations that stress-test portfolios against emerging risks, and wealth advisory tools tailored to clients' life goals. Through discussions on alternative data, investment explainability, suitability, and human oversight, members can exchange perspectives with community co-chairs and peers while helping shape responsible AI adoption.

Grant Pan
CEO Hong Kong Office and Group CFO

NOAH HOLDINGS

Ronald Yim

Ronald Yim
General Manager, Hong Kong

STASHAWAY