BFin(AMPB) – Meeting the Practitioners Series 2024-25
The Bachelor of Finance in Asset Management and Private Banking [BFin(AMPB)] programme hosted four sessions of “Meeting the Practitioners” in the academic year 2024-2025, covering senior executives in private banking, asset management, investment banking and securities trading. Students from BFin(AMPB) and other Business School programmes were invited to join.
(1) 23 October 2024 – Mr. Peter Tung, Regional Head, Private Banking, Greater China and North Asia, Standard Chartered Bank
Peter showed with us his remarkable journey as an Asian American student at Berkeley, California and his subsequent rise to a successful career in private banking. He shared with us the need to understand your clients and have a good understanding of the investment environment. He also emphasized the importance of adaptability and continuous learning in this fast-paced industry.
(2) 26 November 2024 – Ms. Giselle Lai, Associate Investment Director, Digital Assets, Fidelity International
Giselle, one of our esteemed Bachelor of Economics and Finance (BEcon&Fin) alumni, shared her career journey at Fidelity International as a graduate analyst processing through “Request for Proposal” division, multi-asset, digital marketing and more. She provided valuable insights into how she learned and grew her interest on digital assets, recognized them as a growing asset class and how she aligned her profession with this fast growing asset class. Giselle emphasized the significance of understanding digital and technology in today’s financial landscape, inspiring our students to embrace lifelong learning and adaptability.
(3) 12 February 2025 – Ms Irene Chan, Managing Director, Hong Kong Coverage, Morgan Stanley
Irene graduated in mathematics and economics at Northwestern University, joining Goldman Sachs before landing in Morgan Stanley’s Investment Banking Division. Irene shared with us her role and duties as a banker in investment banking division (IBD), she emphasized the importance of client facing, understanding clients’ need and offering solutions to the client. Irene advised students “to understand yourself and your goals when choosing a career” and be in a function that can stretch you yourself. During the Q&A, Ms. Chan gave interview tips. She emphasized researching the company, the interviewer and recent deals to explain why you’re the right fit.
(4) 18 March 2025 – Mr. Tony Wong, Managing Director, Head of Sales, CSOP Asset Management
Tony shared with us his university life and early career experiences at HSBC and Citibank, stating how different opportunities contributed to his career progress. He also explained his roles at CSOP Asset Management and the company’s positioning in the field of asset management. He emphasized the importance of knowing your strength and passion, being proactive to various opportunities and never settling for the status quo. The session was both informative and amusing as Mr. Wong mentioned a few anecdotes in his early career, including the “coffee excel” that possibly made him standout in a crowd of young analysts.
25th March 2025
Professor Anna Wong, BFin (AMPB) Programme Director
