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Hong Kong is ideally positioned to capture the growth potential and opportunities presented by the Greater Bay Area’s (GBA) “Wealth Connect” initiative.  Investors are looking to up the product spectrum beyond listed securities. 

The “sell-side” is going to have to increase the breadth of data that it collects (structured and alternative) to generate compelling research on this product mix; the data / position management infrastructure will have to combine sophisticated data mining and regional server farm storage to meet investor needs and to comply with Wealth Connect regulation.  Wealth management in this region has to become more digital and scalable.

• How will “Wealth Connect” influence investment in the GBA?
• What products are investors interested in?  Why?
• What alternative data will become more important for differentiation and competitive advantage? Which sources?
• What will data vendors and wealth managers have to do to step up their tech and data games: what tools will be required to generate the breadth of required research?

Moderator:

Scott Cooper, Partner, Saquish Partners

Panelists:

Thomas Griffiths, SVP, Senior Director, Asia Pacific, Factset

Melvin Tan, Director, Product Management, S&P Global Market Intelligence