Financial Executive Club - "Finex Club"

📢 New Research Release: How Hong Kong’s eMPF Can Deliver on Its Promise

We are excited to share the latest in-depth analysis from the FinEx Club Research Centre, published on Asia Asset Management, taking a comprehensive look at Hong Kong’s landmark eMPF rollout.

Centralising HK$1.5 trillion in assets, 5 million members and 300,000 employers, the eMPF transition has not been without its challenges — but it is already driving tangible progress: administration fees have fallen from 58 bps to 29 bps, with further reductions to 20–25 bps on the horizon.

Our opinion paper, powered by extensive interviews with leading industry experts, explores:
▪️ Structural inefficiencies of the original decentralised MPF model
▪️ Key lessons from project ex*****on and large-scale data migration
▪️ How smaller trustees are navigating market consolidation and specialisation
▪️ Policy recommendations to fully unlock the platform’s potential, including fairer fixed annual account fees and open fund choice for members

The eMPF represents a historic opportunity to build a smarter, fairer and more competitive retirement system for Hong Kong.
Read the full article here: https://lnkd.in/gu2yTs82

A huge thank you to Lawrence Au (Chair) and Margery Wong (Vice-Chair) of the FinEx Club Asset-Servicing Committee, and research assistant James Chow, for making this work possible.

What’s your take on the eMPF rollout so far? Share your thoughts in the comments below 👇

💙 Investing in the future of finance 💙

There's nothing more rewarding than sharing our knowledge and passion with the next generation.

Yesterday, the FinEx Club team had the privilege of speaking to over 150 bright accounting students at GuangDong Polytechnic Institute of Science and Trade — a fantastic institution that's pioneering the integration of accounting and big data education.

For us, this is more than just a seminar. It's part of our promise to strengthen cross-border connections in the GBA and empower young professionals to thrive in Hong Kong's dynamic financial world.

Thank you to everyone who welcomed us so warmly. And to our amazing Accelerator Program team — you guys are the best! 🙏
Here's to growing together and building a stronger finance community across Greater China 🤝

#金融高管會

🌟 A Resounding Success! Thank you to everyone who joined us on June 4th!

Financial Executive Club, in proud collaboration with Baker Tilly Hong Kong and strongly supported by The IIA Hong Kong, brought together an amazing group of finance leaders and professionals for an evening of deep learning and networking.

We want to extend our deepest gratitude to our distinguished speakers: Faith Del Rosario, Andrew Chan (FCA), Alan Chan, and Hill Chan. Thank you for sharing your invaluable expertise on some of the most pressing topics in our industry today:
• Navigating AI implementation and unlocking new opportunities in finance
• The evolving role of automation across financial reporting, FP&A, and daily operations
• Critical insights into AI governance, model risk management, cybersecurity, and regulatory expectations

A special shoutout to Baker Tilly for your generosity in sponsoring the beautiful venue and providing top-notch on-site support! 🏢🤝

Behind every great event is a dedicated team. We salute our Professional Development Committee, Dicky Lee (ACCA), and the tireless efforts of Margery Wong, Andrew Chan, and Karena Lin.

The enthusiasm and active participation from all our guests made this event truly special. We can't wait to continue the conversation on AI and explore more future collaborations with you all. Stay tuned for our next event!

🚀 FinEx Club is thrilled to support the Hong Kong Trustees' Association (HKTA) as a Supporting Organisation for their landmark 35th Anniversary Event! 🎉
​It was an incredible gathering of industry leaders, packed with forward-looking insights and high-energy discussions. The guest speakers absolutely delivered, diving deep into the absolute hottest topics shaping our financial ecosystem:
​🔹 Tokenisation & Digital Assets
🔹 Artificial Intelligence (AI)
🔹 The Future of Trustee

​As the industry transforms, collaboration is key. Huge congratulations to HKTA on 35 years of driving excellence, standards, and innovation in Hong Kong’s trust and fiduciary sector.
​Here’s to many more successful years and milestones to come! 🥂✨

​

🎉 EVENT RECAP: RWA Tokenization Seminar 🎉

Last night was absolutely incredible! ✨

The FinEx Club Fintech and DeFi Committee successfully hosted our very first seminar on Real-World Asset (RWA) Tokenization at the Forvis Mazars Hong Kong office.

Held under Chatham House Rule for open, honest dialogue, the session featured cutting-edge, up-to-date industry insights from:
✅ Anchorpoint
✅ Ethereum Foundation
✅ Forvis Mazars Hong Kong

The entire discussion was expertly moderated by Jame DiBiasio, packed with actionable takeaways and thought-provoking perspectives.

A huge thank you to our amazing guest speakers for sharing their invaluable expertise:
🙏 Jonathan Muthana
🙏 Tiena Sekharan
🙏 Jonathan Wan

And a very special shoutout to the entire Forvis Mazars Hong Kong team for their incredible support and hospitality throughout the event! 🙌

Stay tuned for more exciting FinTech and DeFi events coming soon! 👀

🚀 Presented by: FinEx Club x Baker Tilly Hong Kong 天職香港 and Supported by the Institute of Internal Auditors! 🎊

Seminar Topic:
💡AI, Automation, and the Evolving Role of Finance: Risks, Controls, and Opportunities!

• 🗓️ Date: Thursday, 4 June 2026
• 🕣Time: 6:30 pm – 8:00 pm HKT ( to follow)
• 📍Venue sponsored: Baker Tilly Hong Kong, Level 8, 728 King’s Road, Quarry Bay, Hong Kong
• Language: English
• First-come, first-served — early!

An insightful evening of practical case studies and strategic discussions on how finance, audit, and risk professionals can harness AI innovation while maintaining robust controls. Tailored for professionals, , in business and practice, and professionals!

Key topics include:
• How AI/gen AI is transforming audits, risk assessments, and internal controls
• Governance, cybersecurity, and risk management for finance leaders
• Real-world automation in FP&A, reporting, and compliance
• Regulatory outlook and evolving audit expectations for AI-enabled processes

🎤 - thru the practitioner’s lens!!
• Faith Del Rosario – Executive Director, Risk and Financial Advisory, Baker Tilly Hong Kong
• Hill Chan – Director, Audit and Assurance, Baker Tilly Hong Kong
• Alan Chan – Co-Chair of Membership Committee, IIA Hong Kong; Global Digital Transformation Leader, Emerson
• Andrew Chan, FCA – Chief Risk Executive, Co-Chair (Asia), Global Risk Management and Governance Committee, FinEx Club; Governor of IIA Hong Kong

👉 Secure your spot here:
https://lnkd.in/gmJbfdMJ

AI, Automation, and the Evolving Role of Finance: Risks, Controls, and Opportunities | Financial Executive Club (FinEx Club) Hosted by Professional Development Committee, Financial Executive Club Venue Sponsor: Baker Tilly Hong Kong Supporting Organisation: Institute of Internal Auditors Hong Kong

The timing could NOT be more perfect.

Only weeks after HKMA awarded Hong Kong’s first-ever stablecoin issuer licenses to HSBC and Anchorpoint Financial — we are bringing together the exact pioneers shaping this brand new chapter of digital finance 👏👏

FinEx Club’s Fintech and DeFi Committee proudly presents our exclusive closed-door:

✨ Real-World Asset (RWA) Tokenization Seminar ✨

✅ New HK stablecoin regulatory landscape
✅ Institutional Ethereum adoption
✅ The future of RWA & digital assets in Asia

🗓️ 20 May 2026 | 18:00-20:00
📍 Forvis Mazars Consulting Office, Wan Chai Hong Kong
🎟️ HK$100
Registration closes 4 May

Full sign-up details 👉
https://www.finexclub.org/event-details/real-world-asset-rwa-tokenization-seminar-1

Real-World Asset (RWA) Tokenization Seminar | Financial Executive Club (FinEx Club) Hosted by Fintech and DeFi Committee, Financial Executive Club Venue Sponsor: Forvis Mazars Hong Kong

🍷 FinEx Accelerator: Empower Change & Wine Tasting 來啦！
想在輕鬆的氛圍中，一邊品味美酒，一邊與金融界資深領袖深度交流嗎？

4月21日（星期二）晚上6:30 - 9:30，我們將在
中環威靈頓街123號 Leeder Quay Flagship Store 舉辦一場特別的聚會！

✨ 活動亮點：

• 與銀行高層、家族辦公室CIO、前Big 4合夥人、企業家及財富策略師等資深人士面對面交流
• 策略性網絡拓展 + 領導力分享 + 真實職業故事
• 專業品酒體驗，讓你在愉快的氣氛中建立有價值的連接

無論你是金融專業人士、正在經歷事業轉型，還是希望拓展人脈的 rising leader，這場活動都將幫助你清晰定位優勢、規劃下一步職業發展！

📍 地點：Leeder Quay 李德記（中環威靈頓街123號）
🕕 時間：2026年4月21日 晚上6:30 – 9:30

門票只需 HK$250（已包括入場及酒水 - 南非/意大利/法國）

立即報名，名額有限，先到先得！

#金融人脈 #領導力發展

FinEx Accelerator: Empower Change & Wine Tasting | Financial Executive Club (FinEx Club) We are excited to bring you a strong lineup of esteemed speakers, including senior bankers, family office CIO, former Big 4 consulting partner, entrepreneurs, and wealth strategists!!!

FinEx Club Featured: Navigating 2026's Mega Trends — Gold Boom, Rate Normalization & Yuan Strength

Join our exclusive online webinar on 18 March 2026, 4:30–6:30 pm (Asia/Hong_Kong) to uncover the market shifts shaping portfolios this year. Our experts will break down gold's momentum, interest rate normalization implications, and the rising yuan.

Reserve your spot and get ahead of the trends:
https://www.finexclub.org/event-details/finex-club-featured-navigating-2026s-mega-trends-gold-boom-rate-normalization-yuan-strength