Career Fair Series: Family Office, Trust and Wealth Management
(CODE: 260814-CAX)
Date: 14 August 2026 (Friday)
Time: 6:30 PM - 8:00 PM (reception starts at 6:00 PM)
Venue: CFA Society Hong Kong, 14/F, Bank of Dongguan Tower, 136 Des Voeux Road Central, Hong Kong
Language: Cantonese and Mandarin
Enrollment Fee: HK$50 (CFA Society Hong Kong Members) / HK$100 (Non-members)
Target Audience: Early to middle-level members and finance professionals
Hong Kong’s wealth management landscape is evolving at a breakneck pace, driven by a surging demand for bespoke family office and trust services. This transformation is creating an unprecedented need for versatile, multi-disciplinary talent capable of navigating complex global markets and legacy planning.
At our next Career Fair Series networking event with WRISE Hong Kong, we take our members and finance professionals to a unique deep dive into the future of wealth management. Whether you are looking to pivot your career, deepen your industry knowledge, or expand your professional circle, this event provides direct access to the insights and networks driving the sector forward.
Event Highlights:
- Gain Market Intelligence: Be among the first to explore key findings from the newly released 2026 China Family Office Development White Paper, co-published by WRISE Group and Puyi Standard.
- Learn from the Experts: Hear directly from a high-profile panel of academic and industry heavyweights on how the ecosystem is changing and what skills are most in demand.
- Expand Your Network: Connect face-to-face with senior leaders, fellow CFA Society Hong Kong members, and wealth management professionals during the post-event networking session.
About the Speakers
Jowin Fung
Vice Chairman
WRISE Prestige Hong Kong
(and CEO of WRISE Academy)
Jowin Fung has more than two decades of experience in the financial industry. His comprehensive knowledge and expertise spans various financial domains, including capital markets investment securities, insurance, and asset and wealth management.
Prior to joining WRISE, Jowin was most recently the Managing Director & CEO of Kingkey Family Office Limited, as well as Chairman of Forbes Global Alliance – Allfinanz Chapter. He also held management roles in multinational financial institutions in Hong Kong, including HSBC, Citibank, DBS and ING. He also worked at RBS Coutts Bank, the National Australia Bank, and SHK Private as part of his private banking experience.
Jowin is passionate about giving back to the community, and has served as the Chairman of the Executive Committee and Executive Director of the Reading Dreams Charity Foundation.
Jowin was awarded an honorary doctorate in 2019 and holds a Bachelor of Business Administration (Hons) degree from Hong Kong Baptist University. He is also a CFP holder, Certified Finance Planner (CFPCM) by the Institute of Financial Planners of Hong Kong (IFPHK) and Certified Finance Planner (China) by the Financial Planning Standards Board.
Connect with Jowin Fung on LinkedIn
Milton Song
Programme Director of Global Family Office
WRISE Academy
Milton Song is the Programme Director of the Global Family Office Program at WRISE Academy, and the Executive Director and Founder of the Hong Kong Family Office Think Tank. He possesses both profound theoretical knowledge of wealth management and extensive practical experience, having long provided strategic consulting and asset allocation services to numerous ultra-high-net-worth individuals, families, and large institutions.
Milton is also actively involved in industry infrastructure development, leading and participating in the formulation of family office industry standards, and is committed to promoting the standardization, professionalization, and internationalization of the family office industry.
Connect with Milton Song on LinkedIn
Prof. Eric Poon
Professor, HKU Business School
(and Deputy Programme Director of HKU Master of Wealth Management Program)
Prof. Eric Poon has over 20 years of experience advising and supporting family offices worldwide on building generational legacies, specializing in private equity, hedge funds, and co-investment deals.
In addition to serving as a Professor for the Master of Wealth Management Program at HKU Business School, Prof. Poon is the Senior Executive Vice Chairman of the Association of Family Offices in Asia (AFO). He also serves as the Vice-Chair of The Entrepreneurial Leaders Organization (ELO) advisory board for Hong Kong and China, a Strategic Advisor to the United Nations (UN), a board advisor for Forbes (FSA), and a board advisor to the University of British Columbia (UBC)’s VSE CC.
Patrick Ho, CFA
Chief Investment Officer
Centaline Family Office
Patrick Ho is the Chief Investment Officer at Centaline Family Office, where he is responsible for developing investment strategies across multiple asset classes. He brings 30 years of portfolio management experience from leading international asset managers, including BNP Paribas and AMP Capital.
Patrick holds a Master’s degree in Statistics from The Chinese University of Hong Kong.
Connect with Patrick Ho on LinkedIn
About the Moderator
Yuheng Li, CFA
Senior Advisor, Wealth Management (UHNW/HNW)
WRISE Prestige
Yuheng Li performs an advisor role at WRISE Prestige, providing tailored financial planning and investment solutions to ultra-high-net-worth and high-net-worth clients. In this role, he advises on portfolio management, wealth structuring, and strategic consulting.
With over 20 years of senior experience in global consulting, Yuheng has held leadership roles across top firms, building deep expertise in the TMT, financial services, and consumer sectors. His career spans business strategy, sustainability and ESG initiatives, digital transformation, and innovation—equipping him with a unique ability to bridge finance, operations, and emerging technologies.
Yuheng’s professional qualifications include the Chartered Financial Analyst (CFA) and Financial Risk Manager (FRM) designations, complemented by certifications in sustainability and ESG. He earned his MBA from Columbia Business School, further strengthening his global perspective and strategic acumen.
Connect with Yuheng Li on LinkedIn
CFA Society Hong Kong has participated in the CFA Societies Global Passport Program which allows CFA society members to enjoy local society member rate at selected events like this event. Members of non-CFA Society Hong Kong CFA Institute societies qualify to attend this event at CFA Society Hong Kong member rates. Please contact CFA Society Hong Kong at events@cfasocietyhongkong.org to register.
Remarks
- Advance registration is mandatory; walk-in participants will not be accommodated.
- Only registered participants will be admitted to and allowed to remain at the venue.
- Registration is confirmed only upon successful payment and receipt of a confirmation email. Registrations with incomplete payments or unsuccessful transactions will not be processed.
- To cope with the growing trend of going cashless, cash and cheque payment will not be accepted.
- The event fee must be paid in full before the commencement of the event. If any registration fee remains outstanding, CFA Society Hong Kong (the “Society”) reserves the right to deny entry to the event.
- If you are unable to attend, please inform the Society at your earliest convenience so that the seat may be offered to another member. Failure to attend without providing prior notice to the Society may impact your eligibility to register for or participate in future Society events.
- An administration fee of HK$50 will be charged for any cancellation of confirmed enrollment made on or before 12 August 2026 (Wednesday). All cancellation requests must be made in writing and be confirmed by email from the Society. For payment made by credit card, a refund will be handled through the bank, please allow 4 to 6 weeks for processing. The amount will be refunded to the paid credit card account.
- No refund will be given for cancellation received after 12 August 2026 (Wednesday).
- Substitutions are allowed; however, non-member rate will apply if the substitute is not a CFA Society Hong Kong member. Any fee difference arising from the ticket type or early bird period must be settled in full to confirm the substitute's registration and seat. Please notify us on or before 12 August 2026 (Wednesday) if you would like to arrange a substitution.
- Attendees experiencing any discomfort or flu-like symptoms are requested to refrain from attending this event.
- Attendees must comply with all venue policies, including but not limited to health and safety protocols.
- Attendees are solely responsible for their personal belongings. The Society accepts no liability for any loss or damage.
- To ensure a safe and enjoyable environment for everyone, participants are expected to treat fellow attendees with respect. Abusive or threatening behavior will not be tolerated, and individuals who behave inappropriately may be asked to leave the event.
- The Society reserves the right to refuse admission or cancel the event at any time without prior notice and shall not be held liable for any loss or compensation.
- Should there be any changes to the event date or other arrangements, participants will be notified via SMS and/or email. Notices will also be posted on the Society’s website. Please stay alert for updates.
- These Terms and Conditions are subject to change at any time without prior notice.
- In the event of any dispute, the Society reserves the right of final decision.
Personal Information Collection Statement - Click to Expand
- Your personal data collected from the registration process will be used for the purpose of the administration of the course/event/activity on which you are registered (“Event”). Such data collected may be accessible by CFA Society Hong Kong’s officers, persons or committees processing the application and related matters. CFA Society Hong Kong reserves the right to inspect personal identity of participants. In addition, CFA Society Hong Kong may use the collected data for statistical research and analysis. By submitting this registration form, you understand and agree that CFA Society Hong Kong may provide your personal data to co-organizers/service providers in or outside Hong Kong for the purpose relating to the Event. For more information about the privacy policy of CFA Society Hong Kong, please visit here.
- CFA Society Hong Kong intends to use the personal data (including but not limited to your name, email address(es), mobile number and/or social media) to inform you, where relevant, of members’ benefits, goods, services facilities and events organized or provided by CFA Society Hong Kong or other organizations. Members and registered persons may opt out of receiving such materials at any time by sending an email to CFA Society Hong Kong at info@cfasocietyhongkong.org.
Event Photographs and Video Recordings - Click for Details
- By registering for this event, you confirm that you and your guest(s) consent to appearing in any official event photographs and video footage.
- The photographs and video footage can be used by the Society for marketing and publicity in our publications, on our website and in social media, or in a third-party publication.
- In addition, photographs or video footage may be taken by other event attendees and publicly shared, for which the Society cannot be held responsible.
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