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The Chinese Government along with the governments in Hong Kong and Macau announced in 2020 to establish a cross-boundary Wealth Management Connect pilot scheme in the Guangdong-Hong Kong-Macau Greater Bay Area (GBA) and unveiled some frameworks of the scheme. This is another step towards opening China's capital markets. Drawing on prior experiences, the Northbound and Southbound Connects will be conducted and managed in a closed-loop system. The key to understanding this is to recall that China's capital account is yet fully liberalized.

To further strengthen Hong Kong's role as a regional insurance hub, the Hong Kong Insurance Authority is pursuing discussion with the relevant Mainland authorities to enable Hong Kong insurance companies to set up service centers to facilitate cross-boundary services/ products in the GBA through 'Insurance Connect'. The potential implementation of 'Insurance Connect' could further streamline the insurance process across the border, allowing Mainland customers to settle premiums and process claims for their purchased insurance products within GBA cities.

Join the webinar on 3 September to explore the opportunities from the GBA Connects initiative. At this webinar, the speakers will uncover:

- Impact on workforce/ labour demands from the GBA Connects initiatives, specifically on financial services
- How qualifying funds for the Wealth Management Connect can also be an opportunity to educate individual investor
- Some general insurance and reinsurance opportunities for reinsurance for specialty line and overseas projects
- Insights from retail investor surveys on x-border investments
- Broader financial services opportunities in the GBA

Speakers' presentations at this event are intended for educational purposes only and do not replace independent professional judgment. Statements of fact and opinions expressed during this event are those of the speakers and participants and, unless expressly stated to the contrary, are not the opinion or position of the Hong Kong General Chamber of Commerce, its members, or its committees. The Chamber does not endorse or approve, and assumes no responsibility for, the content, accuracy or completeness of the information presented. Attendees should note that, with the approval of speakers, this event may be recorded, and possibly published on the Chamber's website in audio and/or video formats without further notice.

Recording, duplication or distribution of the contents of the online event is prohibited without prior written permission from the Chamber.


Adeline Tan, Wealth Business Leader, Mercer Hong Kong

As one of the senior female leaders at Mercer, Adeline brings an empathetic touch to the world of pensions and investments in her role with the Wealth Team of Mercer Hong Kong. Having built a cross-continental career, from the UK to Hong Kong, she left the UK after 12 years in consulting to lead the investment advisory team at Mercer in Hong Kong. In three years’ time under her leadership, the wealth team has grown to be recognized as the leading wealth advisory team in Hong Kong. Adeline leads a team of analytical minds to interrogate financial data to create value for clients.


Dick Mak, Senior Vice President, Risk Management and Infrastructure Practice, North Asia, Marsh

Dick is the Senior Vice President in Risk Management and Infrastructure Practice at Marsh, and was a member of the Asia Infrastructure Practice at Marsh previously. He is responsible for servicing, marketing and consulting for specific projects (power plants, water treatment plants and coal mine) in the Greater China, including PRC, Taiwan, Hong Kong and Macau, as well as Vietnam and Mongolia. He is also responsible for the nuclear industry as a sub-segment leader.


Jasper Yip, Partner in the Financial Services practice, Hong Kong, Oliver Wyman

Jasper covers clients across Greater China and Asia Pacific on topics related to capital markets, wealth and asset management, and fintech. Recently, he has supported various global financial institutions to formulate their China onshore strategies and operational plans. He has also co-authored multiple Oliver Wyman industry reports and whitepapers in the Financial Services industry. Jasper holds a BBA (Global Business and Finance) degree from Hong Kong University of Science and Technology. He is a certified Financial Risk Manager.


Language English
Date and Time 2021/09/03 10:00 to 11:00
Venue This event will take place online via Zoom
Media Closed to media
Enquiries Cathy Chan
Tel: 2823 1282
Fee Members @ HK$100 / Non-Members @ HK$200
+$50 for booking offline
This event accepts Chamber Coupon (terms and conditions)
Members enjoy 30% discount with BOC HKGCC VISA Card
Notes - Bookings are only confirmed upon receipt of payment, on a first come first served basis.
- Booking transfer is allowed for corporate members with advanced notice, walk-ins are normally not accepted.
- The Chamber reserves the right to decline any booking or cancel the event. In such case, a full refund of the participation fee will be issued.
- No refund will be made for last minute cancellations or no-shows. If the booking is cancelled at least 7 days before the event, and in such cases the refund will be subjected to a 10% administration fee, or HK$100 deduction, whichever is higher.
- Members paying with their BOC HKGCC Visa Card will enjoy a 30% discount on their reservation. The discount is only applicable to the card holder, and does not extend to their guests. The discount cannot be used in conjunction with Chamber Coupons.
- A $50 handling fee per person will be charged for all offline bookings (e.g. fax, e-mail, post) for all Chamber events. Go online today by downloading our app or registering on the HKGCC website to save the environment and money.
- Priority is given to corporate members. The decision to accept or decline any booking shall be at sole discretion of the Chamber.

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