Chief Operating Officers Leaders Conversation 2021

7 September 2021
3:00-4:00pm HKT/SGT

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The Chief Operating Officers Leaders Conversations are where COOs from private banks come together behind closed doors to debate, share and network on the most challenging and fast-moving topic in private banking: technology and digital transformation. Access is restricted to Chief Operating Officers (Heads of Digital, CTOs, CDOs and CCOs) and is capped at 20 participants to ensure genuine dialogue and sharing.


15:00 – 15:10 Welcome Remarks
15:10 – 15:55 The democratisation of wealth management in private banking & mass affluent markets
The roundtable will discuss how technology became an enabler for business success in the past 12 months, where efficiencies were realised and how a banks’ technology offering is now as important as the relationships and service providers by its client advisers.

Key themes for discussion in the roundtable include where are banks looking in the next stages of digital transformation to provide an edge or to level the playing field in attracting clients in the private wealth management industry? Where are the next complimentary digital solutions to enhance the client experience? What are tech-savvy clients demanding from their advisers after a year of remote relationships? And where are the common problems in the adaptation of new technology between banks’ vast networks?

15:55 – 16:00 Closing remarks

2021 Partner


To request for further information on the partnership and engagement opportunities available around the Chief Operating Officers Leaders Conversations, kindly contact