Unlocking Opportunities in the Silver Economy: Financial planning ; Savings and Insurance decisions; Investment Strategies Wealth & Estate management
Unlocking Opportunities in the Silver Economy: Financial planning ; Savings and Insurance decisions; Investment Strategies Wealth & Estate management
Simultaneous interpretations are available for this session.
This session will be conducted in Cantonese
Abstract
This session offers a broad yet focused exploration of the opportunities and challenges within the growing silver economy, with a particular lens on Hong Kong. As ageing populations reshape social and economic priorities, the discussion will examine how to build resilient, inclusive financial systems that support healthy and dignified ageing.
Panelists will explore a range of strategic approaches — including the optimization of the wealth accumulation — alongside discussions on long-term financial planning, decision making in purchasing insurance policies and investment products insurance and pragmatic consideration of preparing for estate management which all require an open minded assessment to cope with the needs of an ageing society. The session aims to inspire forward-thinking solutions and cross-sector collaboration to drive a thriving silver economy.


He was an Administrative Officer in the Government from 1999 to 2003 and served in the Economic Development Branch, the Office of the Government of the Hong Kong Special Administrative Region in Beijing and the Home Affairs Department. After leaving the Government, Mr Hui spent 13 years at the Hong Kong Exchanges and Clearing Limited, having been the Managing Director for Market Development and Head of Project Management and also in various senior roles in Listing and Market Development. He worked for a number of multi-national companies in the private sector as well. He was appointed the Executive Director of the Hong Kong Financial Services Development Council from 2019 to 2020.
Mr Hui previously held a number of public roles including Councillor of the City University of Hong Kong, Member of the Mandatory Provident Fund Authority Process Review Panel, Hong Kong Stock Exchange Listing Review Committee and also Hong Kong Institute of Certified Public Accountants Disciplinary Panel.
Mr Hui holds Bachelor and Master (Hon) Degrees in Philosophy, Politics and Economics from the University of Oxford, and Master of Business Administration Degree from INSEAD. He also attended the Stanford Executive Programme (SEP).


Arnold currently serves as Directors of Livi Bank Limited, BOCI Prudential Trustee Limited, JETCO Limited, EPS Company Limited and BOCHK Nominee Company Limited. In the past, he had served as committee members under Private Wealth Management Association as well as Investor and Financial Education Council of SFC.
Prior to joining Bank of China (Hong Kong), he had held senior executive positions in distribution, products and strategy in Hong Kong and Mainland China of HSBC Group. He started his career in Morgan Stanley (Asia) with focus in Hong Kong and Mainland capital markets.


Dr. Yeung has extensive experience in wealth management and asset management, including investment return analysis of client portfolios, internal control, and regulatory compliance. He was a core member of the Credit Committee, which reviewed and approved corporate and commercial loans, and a core member of the Asset and Liability Committee, which supervised the investment and treasury departments. When he started his private banking and family office business in Macau, he led the product team to develop private funds that invested in wine and wine indices to private banking high-end clients. He also led the industry-first red wine loan business launched by CMB Wing Lung Bank.
Dr. Yeung received his Doctor of Business Administration degree from The Hong Kong Polytechnic University. He is a member (non-practising) of the Hong Kong Institute of Certified Public Accountants, a fellow member of the Institute of Chartered Certified Accountants, a fellow member of The Hong Kong Institute of Bankers and a fellow member of the Hong Kong Securities and Investment Institute. He is also the Vice Chairman of The Association of Hong Kong Accountants.


Her family practice includes trust and probate disputes and applications for financial provisions under the Inheritance (Provision for Family and Dependants) Ordinance (Cap 481) as well as advisory work in relation to trusts, succession planning and wealth protection. She previously sat as a Deputy Family Court Judge in Hong Kong.
Sherlynn is also a leading lawyer in mental capacity law, frequently acting for vulnerable clients. She has been appointed by the High Court on multiple occasions as Professional Committee for Mentally Incapacitated Persons to manage their property and affairs, partnering with reputable bankers, accountants and property consultants. She also advises Committees and represents applicants in contested and non-contested applications under Part II of the Mental Health Ordinance (Cap 136).
She works closely with international trust corporations when advising high net worth clients and family offices on complex probate and family disputes. Sherlynn is the Winner of the 15th Annual STEP Private Client Awards – Vulnerable client Advisory Practice of the Year.
Sherlynn is the author of “A Practical Guide to Mental Health Law in Hong Kong” and chair of the Mental Health Law Committee of the Law Society of Hong Kong, and co-chair of the Society of Trusts and Estate Practitioners (STEP) HK’s Mental Health, Elderly and Capacity Law sub-committee. She is also the Chairman and co-founder of a charity, MIP Care Resources Connect.




Representing HKFI, Mr Tsui sits as a member of the Insurance Regulatory Advisory Panel of Hong Kong Institute of Certified Public Accountants (HKICPA). Furthermore, Mr Tsui is a member of Working Group on Mobilising Insurance Capital to Foster Sustainable Economic and Social Development in Hong Kong of Financial Services Development Council’s (FSDC) as well as a member of Financial and Treasury Services Committee of Hong Kong General Chamber of Commerce (HKGCC) and General Committee Member of Insurance Complaints Bureau (ICB). He is also a member of the Life Committee of Actuarial Society of Hong Kong (ASHK) and an Advisory Committee member for the Insurance, Financial and Actuarial Analysis (IFAA) programme of the CUHK Business School. He also serves as a member of the Steering Committee of the Asian Financial Forum (AFF).
He is the Executive Director, Deputy Chief Executive Officer and Chief Financial Officer of Chow Tai Fook Life Insurance Company Limited (CTF Life).
Mr Tsui has over 30 years of experience in the insurance industry and has worked in various areas, including regional business development covering China, India, Indonesia, and the Philippines; marketing and branding; product development; pricing; investment; ALM; valuation; and capital and risk management.
Prior to joining CTF Life, Mr Tsui was Deputy Chief Executive & Chief Financial Officer of BOC Group Life Assurance Company Limited. He also held senior management positions at BOC Life, HSBC Life, Sun Life and Manulife. Before returning to Hong Kong in 1999, Mr Tsui worked at Canada Life in Toronto, Canada for almost 10 years, gaining extensive overseas experience.
Mr Tsui holds a Bachelor of Science degree in Computer & Actuarial Science from the University of Toronto, Canada. He is currently a fellow member of the Canadian Institute of Actuaries, the Society of Actuaries in the USA, and the Actuarial Society of Hong Kong.


Jasmine is active in public service and has been appointed by the Hong Kong SAR Government to various advisory bodies. She is a member of the Airport Transport Licensing Authority, a panel member of the Resolution Compensation Tribunal, and a panel member of the Film Censorship Advisers. Additionally, Jasmine is the Vice President and Honorary Secretary of the Association of Women Accountants. She also holds Council Member positions at the Hong Kong Institute of Certified Public Accountants, the SMART Accountants Association, and the Hong Kong Management Association.