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Over the past semesters, students who are majoring in Asset Management and Private Banking (AMPB), formed into groups of 3-4 students, had the opportunities to have coffee chats with financial industry practitioners from companies like Fidelity International, Julius Baer, HSBC Global Private Banking, eFusion, Chartwell Capital, etc. The event was arranged by Prof. Anna Wong, Programme Director of Bachelor of Finance in Asset Management and Private Banking.

Under the informal setting, students learned more about the current trend of the industry and the personal story of the practitioners on how they developed their career. They also had the chance to visit practitioners’ office. The event was well-received, and our students have plenty of takeaways from the visits.

Lau Yuen Ying, Year 3, AMPB student believes this opportunity can help her gain a deeper understanding of the recent trends in the private banking industry, “I thought COVID-19 pandemic would negatively affect the industry, yet, it has fostered communication with the clients and increased the transaction volume tremendously. Each client’s reaction towards the pandemic situation might be different, so they have to cater to their needs in various ways.”

Lam Hei Tung, Year 1, AMPB student thinks that this is an eye-opening experience, “The most impressive sharing in the coffee chat is how we should better equip ourselves for our future. Mr John Lo, a private banker at Bank of China International Limited, gave us insights into how the industries look like, ranging from their operation, valued qualities to promotion opportunities. I learnt a lot from John and became more clear about what I should achieve during my college years.”

(Second left) Mr. Frederick Wong, CFA, Founder & Chief Investment Officer of eFusion

(First left) Mr. Evan Ng, Head of Trading and Senior Investment Analyst of Chartwell Capital