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ICE Events

The future and evolution of wealth management, what to expect in 2025?

ICE - FinIQ Logo

Join ICE and FinIQ on Tuesday, October 22, for an exclusive event designed for professionals in the wealth management ecosystem. In this session, we will be joined by a panel of experts who will explore the data, technology, and innovative tools essential for enhancing services across the wealth management value chain, from family offices to the mass affluent.

Key topics:

  • Creating scalable and personalized customer experience.
  • The rising demand for structured investment and fixed income.
  • Leveraging digital analytics tools to create insights.
  • The opportunities and risks new innovative technologies can create.

To encourage an open discussion the event will be closed-door.

Tuesday, Oct. 22

4:30 - 8 p.m. HKT

The Murray Hong Kong

22 Cotton Tree Dr, Central, Hong Kong

Register here

Invitation is non-transferable.

Agenda

4:30 - 5 p.m. – Arrival and registration

5 - 5:05 p.m. - Opening remarks
Headshot
Anamaria Tudoran
Director, Strategic Partnerships APAC
ICE Data Services


5:05 - 5:20 p.m. – Presentation - Integration of asset classes

Headshot
Milind Kulkarni
CEO
FinIQ

Milind founded FinIQ in 2001 in Singapore, after having worked with Reuters and Citibank. When the worldwide interest rates dropped to zero, he led FinIQ’s structured products distribution platform, which was first of its kind. Soon after its launch in 2003, the platform was adopted by leading banks in APAC, especially those in the private and retail wealth space. Building on the yield enhancement success, FinIQ kept adding both complex derivatives linked products as well as simpler investment securities and FX cash products. Same time, FinIQ started linking with various liquidity providers, establishing an unmatched cross-asset liquidity network. Milind operates from Pune, where FinIQ’s development center is located.


5:20 - 6:05 p.m. – Panel discussion
Magnus Cattan, Vice President, Head of Client Development, Asia Pacific, ICE (Host)
Cora Chiu, CFA, FRM, CAIA, CPWP, Head of FX and commodities advisory, HSBC Private Bank North Asia

Gloria Yu, Head of Cross Asset Flow Distribution, Asia ex-Japan, Global Markets, BNP Paribas CIB
6:05 - 6:20 p.m. – Closing remarks
6:20 - 8 p.m. – Drinks reception