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~ Volunteer Leaders Series ~
Career Re-engineering from an Asset Manager to a Private Banker
[Registration for Level I & II Candidates and Non-members] [Full]
Event Code: 170803H-NM
This event is fully booked. If you would like to be put on the waiting list, please click here, complete the form and submit it online. When there is seat available, we will inform you by email.

Date 03-Aug-2017
Time 7:00 p.m. - 8:30 p.m.
Venue 14/F, BOC Group Life Assurance Tower, 136 Des Voeux Road Central, Hong Kong
Speaker(s) Mr. Richard Mak, CFA
Managing Director and Head of Advisory Services - Asia
Pictet Wealth Management
Fee CFA Candidate(s) at HK$100.0/person
Guest(s) and Non-member(s) at HK$100.0/person
This seminar is qualified for
  • This is the registration page for CFA Level I & II Candidates and Non-members only.
  • CFA Candidate(s) for Year 2017/18 only.
  • Snacks and soft drinks will be provided.
  • Only Visa and Master Card are accepted for online payment.
This themed happy hour is NOT qualified for any CPT hour.
Event Details In the first part of Mr. Richard Mak's career, he was a specialist in analysing a single asset class and managing portfolio for 17 years. Fourteen years ago, he made a significant career shift to become a generalist advising high net worth investors on global investments at the private banking sector.
  • How did he manage to overcome such a challenging change?
  • What did CFA Designation help him on such drastic change in his career?
  • How did his experience in HKSFA play a role on his “Career Re-engineering”?

Richard is going to share with you on how he managed such a successful “Career Re-engineering”, and turned challenges into breakthroughs. 

About the Speaker:

Mr. Richard Mak, CFA
Managing Director and Head of Advisory Services - Asia
Pictet Wealth Management

  • Mr. Richard Mak, CFA, is a former President of the Hong Kong Society of Financial Analysts. He is serving at the Advisory Board of HKSFA currently.
  • Richard is the Managing Director and Head of Advisory Services - Asia of Pictet Wealth Management now. He leads a team of investment professionals that provides advisory services and investment solutions on global capital markets to the high net-worth investors in Asia.
  • Prior to joining Pictet Asia, Richard was the Head of Advisory at BNP Paribas Wealth Management in Asia since 2005.
  • In the period between 1995 and 2003, Richard was a senior investment advisor and portfolio manager at the JPMorgan Private Bank after managing Japanese equity investments for Lombard Odier Group and Skandia Asset Management. Richard has also worked for Citibank Private Bank, Goldman Sachs & Co, and Nomura Securities.
  • Richard served as the President Council Representative for the Asia Pacific Region of the CFA Institute from 2004 to 2008.