{"id":232834,"date":"2025-03-26T15:09:36","date_gmt":"2025-03-26T07:09:36","guid":{"rendered":"https:\/\/www.hkubs.hku.hk\/media\/meeting-the-practitioners-series-2024-2025-asset-management-and-private-banking\/"},"modified":"2025-03-28T11:35:11","modified_gmt":"2025-03-28T03:35:11","slug":"meeting-the-practitioners-series-2024-2025-asset-management-and-private-banking","status":"publish","type":"hkubs-media","link":"https:\/\/www.hkubs.hku.hk\/sc\/media\/school-news\/meeting-the-practitioners-series-2024-2025-asset-management-and-private-banking\/","title":{"rendered":"BFin(AMPB) \u2013 Meeting the Practitioners Series 2024-25"},"content":{"rendered":"<p>The Bachelor of Finance in Asset Management and Private Banking [BFin(AMPB)] programme hosted four sessions of \u201cMeeting the Practitioners\u201d in the academic year 2024-2025, covering senior executives in private banking, asset management, investment banking and securities trading.\u00a0 Students from BFin(AMPB) and other Business School programmes were invited to join.<\/p>\n<p>&nbsp;<\/p>\n<p>(1)\u00a0 \u00a0 <strong>23 October 2024 \u2013 Mr. Peter Tung, Regional Head, Private Banking, Greater China and North Asia, Standard Chartered Bank<\/strong><\/p>\n<p><img fetchpriority=\"high\" decoding=\"async\" class=\"alignnone size-large wp-image-232566\" src=\"https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/4-2-1024x683.jpg\" alt=\"\" width=\"1024\" height=\"683\" srcset=\"https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/4-2-1024x683.jpg 1024w, https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/4-2-300x200.jpg 300w, https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/4-2-768x512.jpg 768w, https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/4-2-1536x1024.jpg 1536w, https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/4-2-2048x1365.jpg 2048w, https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/4-2-330x220.jpg 330w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>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.\u00a0\u00a0 \u00a0He shared with us the need to understand your clients and have a good understanding of the investment environment.\u00a0 He also emphasized the importance of adaptability and continuous learning in this fast-paced industry.<\/p>\n<p><img decoding=\"async\" class=\"alignnone size-large wp-image-232578\" src=\"https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/8-3-1024x683.jpg\" alt=\"\" width=\"1024\" height=\"683\" srcset=\"https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/8-3-1024x683.jpg 1024w, https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/8-3-300x200.jpg 300w, https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/8-3-768x512.jpg 768w, https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/8-3-1536x1024.jpg 1536w, https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/8-3-2048x1365.jpg 2048w, https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/8-3-330x220.jpg 330w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>(2)\u00a0 \u00a0 <strong>26 November 2024 \u2013 Ms. Giselle Lai, Associate Investment Director, Digital Assets, Fidelity International<\/strong><\/p>\n<p><img decoding=\"async\" class=\"alignnone size-large wp-image-232584\" src=\"https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/10-1024x683.jpg\" alt=\"\" width=\"1024\" height=\"683\" srcset=\"https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/10-1024x683.jpg 1024w, https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/10-300x200.jpg 300w, https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/10-768x512.jpg 768w, https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/10-1536x1024.jpg 1536w, https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/10-2048x1365.jpg 2048w, https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/10-330x220.jpg 330w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>Giselle, one of our esteemed Bachelor of Economics and Finance (BEcon&amp;Fin) alumni, shared her career journey at Fidelity International as a graduate analyst processing through \u201cRequest for Proposal\u201d division, multi-asset, digital marketing and more. \u00a0She 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. \u00a0\u00a0Giselle emphasized the significance of understanding digital and technology in today\u2019s financial landscape, inspiring our students to embrace lifelong learning and adaptability.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-232608\" src=\"https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/18-1024x683.jpg\" alt=\"\" width=\"1024\" height=\"683\" srcset=\"https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/18-1024x683.jpg 1024w, https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/18-300x200.jpg 300w, https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/18-768x512.jpg 768w, https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/18-1536x1024.jpg 1536w, https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/18-2048x1365.jpg 2048w, https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/18-330x220.jpg 330w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>(3)\u00a0 \u00a0 <strong>12 February 2025 \u2013 Ms Irene Chan, Managing Director, Hong Kong Coverage, Morgan Stanley<\/strong><\/p>\n<p><strong> <img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-232629\" src=\"https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/25-1024x683.jpg\" alt=\"\" width=\"1024\" height=\"683\" srcset=\"https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/25-1024x683.jpg 1024w, https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/25-300x200.jpg 300w, https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/25-768x512.jpg 768w, https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/25-1536x1024.jpg 1536w, https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/25-2048x1365.jpg 2048w, https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/25-330x220.jpg 330w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/strong><\/p>\n<p>Irene graduated in mathematics and economics at Northwestern University, joining Goldman Sachs before landing in Morgan Stanley&#8217;s Investment Banking Division.\u00a0 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\u2019 need and offering solutions to the client.\u00a0\u00a0 Irene advised students \u201cto understand yourself and your goals when choosing a career\u201d and be in a function that can stretch you yourself.\u00a0\u00a0 During the Q&amp;A, Ms. Chan gave interview tips. She emphasized researching the company, the interviewer and recent deals to explain why you&#8217;re the right fit.<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-232632\" src=\"https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/26-1024x683.jpg\" alt=\"\" width=\"1024\" height=\"683\" srcset=\"https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/26-1024x683.jpg 1024w, https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/26-300x200.jpg 300w, https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/26-768x512.jpg 768w, https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/26-1536x1024.jpg 1536w, https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/26-2048x1365.jpg 2048w, https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/26-330x220.jpg 330w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>&nbsp;<\/p>\n<p>(4)\u00a0 \u00a0 <strong>18 March 2025 \u2013 Mr. Tony Wong, Managing Director, Head of Sales, CSOP Asset Management<\/strong><\/p>\n<p>&nbsp;<\/p>\n<p><img loading=\"lazy\" decoding=\"async\" class=\"alignnone size-large wp-image-232870\" src=\"https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/KEN00201-1024x683.jpg\" alt=\"\" width=\"1024\" height=\"683\" srcset=\"https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/KEN00201-1024x683.jpg 1024w, https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/KEN00201-300x200.jpg 300w, https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/KEN00201-768x512.jpg 768w, https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/KEN00201-1536x1024.jpg 1536w, https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/KEN00201-2048x1365.jpg 2048w, https:\/\/www.hkubs.hku.hk\/wp-content\/uploads\/2025\/03\/KEN00201-330x220.jpg 330w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/p>\n<p>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\u2019s 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. \u00a0The session was both informative and amusing as Mr. Wong mentioned a few anecdotes in his early career, including the \u201ccoffee excel\u201d that possibly made him standout in a crowd of young analysts.<\/p>\n<p>&nbsp;<\/p>\n<p>25<sup>th<\/sup> March 2025<\/p>\n<p>Professor Anna Wong, BFin (AMPB) Programme Director<\/p>\n","protected":false},"featured_media":0,"template":"","meta":{"_lmt_disableupdate":"","_lmt_disable":"","footnotes":""},"class_list":["post-232834","hkubs-media","type-hkubs-media","status-publish","hentry","media-categories-school-news-sc","media-topic-categories-announcement-sc"],"aioseo_notices":[],"_links":{"self":[{"href":"https:\/\/www.hkubs.hku.hk\/sc\/wp-json\/wp\/v2\/hkubs-media\/232834","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.hkubs.hku.hk\/sc\/wp-json\/wp\/v2\/hkubs-media"}],"about":[{"href":"https:\/\/www.hkubs.hku.hk\/sc\/wp-json\/wp\/v2\/types\/hkubs-media"}],"version-history":[{"count":2,"href":"https:\/\/www.hkubs.hku.hk\/sc\/wp-json\/wp\/v2\/hkubs-media\/232834\/revisions"}],"predecessor-version":[{"id":232876,"href":"https:\/\/www.hkubs.hku.hk\/sc\/wp-json\/wp\/v2\/hkubs-media\/232834\/revisions\/232876"}],"wp:attachment":[{"href":"https:\/\/www.hkubs.hku.hk\/sc\/wp-json\/wp\/v2\/media?parent=232834"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}