Hang Seng boosts wealth management amid market shifts

Hang Seng Bank (Hang Seng) is enhancing its wealth management approach by combining digital innovation, artificial intelligence (AI) and relationship-driven advisory to help clients build resilient, long-term wealth in a rapidly changing market.

Hang Seng held its inaugural Wealth Symposium, bringing over 10 speakers to share insights on “Building resilient wealth in a transforming world”.
With nearly 400 clients taking part, the event reinforced Hang Seng’s position as Hong Kong’s trusted wealth partner, providing insights to help clients navigate today’s dynamic investment landscape.

Luanne Lim, executive director and chief executive of Hang Seng Bank, said: “At Hang Seng, we believe resilience comes from more than financial strength — it’s built on trusted relationships and thoughtful planning. Wealth is about customers’ ambitions, their families and the legacy they want to create. Through this Wealth Symposium, we’re bringing together fresh perspectives and practical insights, so our customers can navigate change with confidence and seize new opportunities.”

Rannie Lee, head of retail banking and wealth of Hang Seng Bank, said: “Customers’ wealth management needs are evolving rapidly. As a leading local bank, Hang Seng is committed to helping them develop clearer, more effective wealth strategies. We are also accelerating the adoption of digital technology and AI, combining these capabilities with the expertise of our relationship managers to deliver a wealth management experience that is both more efficient and more personal. Looking ahead, we will continue to serve as a trusted partner to our customers throughout their wealth management journey.”

Against a backdrop of global uncertainty and shifting geopolitics, the Wealth Symposium was structured around three themes: “New horizons in commodity investment”, “Retirement and longevity”, and “The future of AI”.

New horizons in commodity investment

Gold and commodities are generally considered as essential tools for portfolio diversification and inflation hedging. In this panel discussion, experts discussed the strategic role of commodities and the rise of commodity-focused exchange-traded funds (ETFs), highlighting how they can help diversify risk and hedge against inflation, the recent trends and how Hong Kong’s status as a global financial hub and “super connector” to the Chinese Mainland enables investors to access cross-border investment opportunities and manage risk.

Speakers included: Belle Liang, chief investment officer, investment and wealth solutions, CIO Office and Investment Advisory of Hang Seng Bank; Paul So, director and chief investment officer of Hang Seng Investment; and Ben Bei, director, Asia lead strategist of the sector and thematics strategies for BlackRock.

Retirement and longevity

With Hong Kong’s ageing population and the rise of the silver economy, the second panel explored how holistic retirement planning is evolving. The discussion covered the growing importance of annuities, medical and critical illness insurance, and the expanding opportunities in biotech, healthcare and MedTech.

Speakers included: Brian Siu, executive director of New Frontier Group, COO of New Frontier GBA; Jason Yu, CEO of Schroders Hong Kong; and Winnie Ching, CEO of Hang Seng Insurance.

The future of AI

The panel examined the transformative impact of AI and robotics, addressed both the investment potential of AI and technology, and how AI-driven analytics are reshaping asset management and banking services. Panelists emphasised the importance of robust data governance and the role of technology-themed ETFs and indices in capturing long-term growth.

Speakers included Candy Lam, executive director, head of product of Hang Seng Indexes Company; Francis Fong, chairman of Hong Kong Association of Interactive Marketing, honorary president of Hong Kong Information Technology Federation; Melody He, deputy chief executive officer, chief business officer of CSOP Asset Management Limited; and YT Boon, head of thematic, Asia of Neuberger Berman.

Fireside chat

The event concluded with a fireside chat featuring former swimming athlete Alex Fong and fencing athlete Ryan Choi. Their stories of resilience, adaptability and innovation resonated with the audience, underscoring the importance of proactive planning and embracing change to build intergenerational wealth in the AI era.

Re-disseminated by Wealth and Society