黃金一代的財務策劃 Financial Planning for Golden Agers 

13:00 - 14:30

智齡創意坊 Smart Ageing Innovation Lab

​廣東話 Cantonese

星展銀行(香港)有限公司 財富管理 投資產品及諮詢部主管兼執行董事
張宏浩先生
Mr Rocky CHEUNG
Executive Director Head of Investment Product and Advisory, Hong Kong Wealth Management DBS Bank (Hong Kong) Limited

張宏浩先生為星展銀行(香港)有限公司財富管理投資產品及諮詢部主管兼執行董事,於2004年11月加盟星展,擔任投資顧問,並於2009年轉任私人銀行投資主管。
張先生主領投資團隊,包括監察不同資產分層、提供專業顧問意見及投資服務予客戶及星展集團內各部門。他亦曾出任星展銀行股票及基金投資團隊的主要職務,安然渡過2008年次級及環球金融危機。
張先生擁有16年金融業務經驗。加盟星展前,他曾任職私人對沖基金機構交易員及構思衍生產品交易系統之顧問。張先生曾於事業初期擔任香港期貨交易所電子交易部多個職位。此外,他亦協助台灣大華證券建立香港業務。張先生為交通銀行(香港)管理見習生,開展其事業。
張先生持有香港科技大學投資碩士及城市大學電子商務碩士學位,亦持有香港科技大學工商管理學士。


 

Mr Rocky Cheung is Executive Director, Head of Investment Product and Advisory, Hong Kong, Wealth Management of DBS Bank (Hong Kong) Limited. Mr Cheung joined DBS Private Bank in November 2004 as an Investment Advisor and was subsequently appointed as Head of Investment Team in 2009.

He leads the investment team overseeing different asset classes, providing advisory and investment services to external clients, as well as business units within DBS Group. Prior to his current appointment, Mr Cheung played a key role in the Equity and Fund Investment Teams to ride out the sub-prime and the global financial crisis in late 2008.

Mr Cheung has 16 years of experience in the financial industry. Prior to joining DBS, he was a trader in a private hedge fund house and a consultant for designing derivatives trading system. In his earlier career, he spent three years at Hong Kong Futures Exchange Limited and held various roles in the electronic trading department.  Before that, Mr Cheung helped Taiwan’s Grand Cathay Securities Corporation to set up operation in Hong Kong. He started his career as a Management Trainee at Bank of Communications, Hong Kong.

 

Mr Cheung holds two master degrees, Master of Investment and Master of E-commerce from Hong Kong University of Science and Technology (HKUST) and City University of Hong Kong (CUHK) respectively. He also holds a Bachelor degree in Business Administration from HKUST.

香港財務策劃師學會前主席
龐寶林先生
Mr Paul PONG
Former Chairman, Institute of Financial Planners of Hong Kong

龐寶林先生為東驥基金管理有限公司之董事總經理,並從事基金管理業逾二十年。 他為金融發展局人力資源小組非官方成員、恒生指數有限公司顧問委員會成員、香港會計師公會紀律小組A的成員、香港強積金計劃諮詢委員會成員、香港專業及資深行政人員協會金融小組召集人、香港財務策劃師學會前主席、香港股票分析師協會副主席、香港城市大學顧問委員會成員及香港山西商會副會長。

Mr. Paul Pong, is the managing director of Pegasus Fund Managers Limited has worked in the fund management industry over 20 years. He is a non-official member of Human Capital Committee – Financial Services Development Council, a member of Advisory Committee of Hang Seng Indexes Co. Ltd., a member of Disciplinary Panel A of the Hong Kong Institute of Certified Public Accountants, a member of Mandatory Provident Fund Schemes Advisory Committee, a Convener – Financial Section of Hong Kong Professionals & Senior Executives Association, Former Chairman of the Institute of Financial Planners of Hong Kong, Vice President of The Hong Kong Institute of Financial Analysts and Professional Commentators Ltd, Member of Court of City University of HK, Vice President of HK Shanxi Chamber of Commerce and Founder of the Institute of Financial Technologists of Asia Ltd.

 

滙業財經集團執行董事
區麗莊女士
Ms Lai Chong AU
Executive Director, Delta Asia Financial Group

區麗莊女士現為滙業證券有限公司、滙業財富管理有限公司及滙業金融期貨有限公司的行政總裁。區小姐在金融行業擁有超過15年經驗,重返滙業之前,曾擔任亨茂投資集團高級市場及客戶服務經理,除了負責發展資產管理業務,擴大資產規模及客戶群外,同時為公司開拓全球機構投資者關係。區小姐積極參與社區工作,現為「灣仔廣義」召集人。

Ms. Au is the Chief Executive Officer of Delta Asia Securities Limited, Delta Asia Wealth Management Limited & Delta Asia Financial Futures Limited. Lai-Chong has over 15 years of experience in financial industry. Prior to rejoining Delta Asia, Lai-Chong was the Senior Marketing and Client Services Manager of Hamon Investment Group. Other than responsible for developing asset management business, expanding asset size and client base, she also helped broadening the firm’s institutional relationships globally. Lai-Chong actively involves in community work and is currently the convenor of the “Wanchai Commons”.

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