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Distinguished Insurance Planning and
Wealth Management Innovation
(IPWMI) Award
傑出保險規劃財富管理創新大獎
With a mission to further develop the leading status of Hong Kong as an international financial centre, and in view of the growing importance of promoting and adopting advanced technology, such as InsurTech and FinTech, in insurance planning and wealth management, the Hong Kong Society of Wealth Management (HKSWM) has joined hands with the Hong Kong Financial Services Professionals Association (HKFSPA) and Academy of Insurance (AoI), and CT Goodjob as Digital Media Partner, with Hong Kong Economic Times (HKET) as Media Sponsor.
The Award has a very specific objective and a transparent Assessment Criteria, giving it a reputable accreditation which is well recognized the professionals in financial industry and the general public. In addition, the corporate branding and professional image of your organization to the public will be enhanced, as you will be demonstrating:
- Advanced innovation of Financial Technology (Fintech) and Insurance Technology (Insurtech) to help customers achieve their goals and needs;
- Professionalism and competence in financial and insurance knowledge and skills, and the high-level integrity of your Advisors, Specialists and Planners.
The IPWMI Award is open to ALL the insurance planning and wealth management practitioners and university students.
There are THREE streams under the IPWMI Award:
- INSURANCE MANAGEMENT: Distinguished Insurance Planning Professional (DIPP) Award
- WEALTH MANAGEMENT: Distinguished Wealth Management Professional (DWMP) Award
- YOUTH TALENT: Young Talent (YT) Award
For the details and registration of the IPWMI Award, please click on following BUTTON:
The 1st Distinguished IPWMI Award
第一屆傑出保險規劃財富管理創新大獎
經濟日報 - 特刊
JUDGING PANEL
CHAIRPERSON
Mr. Esmond LEE
CEO, Hong Kong Branch, Euroclear Bank
LIST of JUDGING MEMBERS
*Listed in alphabetical order by the last name of members
Mr. Alex CHAN
Director, Business Development,
Prudential Hong Kong Limited
Dr. Y.C. CHAN
ex-MBA Program Director,
City University of Hong Kong
Mr. Roy CHOY
Regional Manager,
Prudential Hong Kong Limited
Mrs. Claudia HODGES
Distribution Training Director,
AXA China Region Insurance Company LimitedMr. Raymond HUNG
Senior Lecturer,
Guangdong University of Finance and EconomicsDr. Philip C.K. KWOK,
SBS, JP
ex-Chairman,
Wing On Insurance GroupMr. Raymond LAU
Head of Sales, Agency and Retail Distribution,
Sun Life Hong Kong LimitedMr. Peter LIU
Senior Advisor,
Hong Kong Society of Wealth ManagementMs. Yvonne LO
Senior District Director,
Manulife (International) LimitedMr. Andy LUI
Former Director, Wealth Management,
Prudential Hong Kong LimitedMr. Alvin MA
Principal Consultant,
Hong Kong Society of Wealth ManagementMs. Cindy MAK
Director, Marketing and Sales Support,
Prudential Hong Kong LimitedMr. Calvin NG
Deputy General Manager
CT goodjobsMr. Kenny SIU
Regional Director - Hong Kong & Asia Pacific,
The Chartered Insurance Institute Hong Kong LimitedMs. Dionne SO
Chief Talent Officer,
FTLife Insurance Company LimitedDr. Teresa SO
Chairman, International Association of
Registered Financial Consultants (IARFC), Hong Kong and Macau Centre
Senior District Director, AIA International LimitedProf. Tao SUN
Assistant Professor, Department of Finance and Insurance,
Lingnan UniversityMr. Tennant TANG
Head of Training & Development,
FWD Life Insurance Company (Bermuda) LimitedDr. Edward TSUI
Executive Director,
Academy of Insurance (Hong Kong) LimitedMr. Jeff WONG
Chief Agency Officer, Hong Kong & Macau,
FWD Life Insurance Company (Bermuda) LimitedMr. Stephen Kai-yi WONG
Former Privacy Commissioner for Personal Data,
Hong KongMr. Wilson WONG
General Manager,
CTgoodjobsMr. Terence YANG
General Manager - Sales & Marketing,
Kowloon Development Company LimitedMr. Samson YIM
Senior Advisor,
Hong Kong Society of Wealth ManagementAward Result Announcement 大獎結果公佈
Gold, Silver, Bronze and Merit Awards
金獎、銀獎、銅獎、優異獎
Insurance Planning Stream
保險規劃組別
Wealth Management Stream
財富管理組別
Youth Talent Stream
菁英專才組別
BEST Awards 最佳大獎
Award Winner Messages 優勝者感言
AXA China Region Insurance Company Limited
- CHIU, Kin Pong Belly – GOLD Awardee 「金獎」、「最佳演示」、「最佳創新應用」優勝者 (保險規劃) IPWMI Award
- SO, Fu Wa Sophia - SILVER Awardee 「銀獎」優勝者 (保險規劃) IPWMI Award
- KO, Chin Hang, Chris - SILVER Awardee「 銀獎」、「最佳計劃書」優勝者 (財富管理) IPWMI Award
- SHAM, Tsz Ching – BRONZE Awardee 「銅獎」優勝者 (財富管理) IPWMI Award
- YAU, Kam Man Clarence – BRONZE Awardee 「銅獎」優勝者 (財富管理) IPWMI Award
"AXA 安盛 ....KNOW YOU CAN YES I CAN...!!"
FTLife Insurance Company Limited
- CHAN, Wing Yan – SILVER Awardee 「銀獎」優勝者 (保險規劃) IPWMI Award
- CHAN, Hau Lam Piann – BRONZE Awardee 「銅獎」優勝者 (保險規劃) IPWMI Award
- NG, Wai King, Winnie – BRONZE Awardee 「銅獎」優勝者 (保險規劃) IPWMI Award
- CHEUNG, Man Hung, Cindy – BRONZE Awardee 「銅獎」優勝者 (財富管理) IPWMI Award
- CHAN, Chung Yin Dorothy – MERIT Awardee 「優異獎」優勝者 (保險規劃) IPWMI Award
- LAU, Ka Kui, Apollo – MERIT Awardee 「優異獎」優勝者 (財富管理) IPWMI Award
XIE, Qinhan Sarah
"GOLD", "BEST PRESENTATION",
"BEST INNOVATION" Awardee
「金獎」、「最佳演示大獎」、
「最佳創新大獎」優勝者
Prudential Hong Kong limited
Distinguished Wealth Management Professional (DWMP) Award
傑出財富管理專業人員大獎
LEE, Yuk Tung
SILVER Awardee 「銀獎」優勝者
FWD Life Insurance Company (Bermuda) Limited
Distinguished Wealth Management Professional (DWMP) Award
傑出財富管理專業人員大獎
NG, Woon Ling
BRONZE Awardee 「銅獎」優勝者
Prudential Hong Kong limited
Distinguished Wealth Management Professional (DWMP) Award
傑出財富管理專業人員大獎
NG, Heung Ching
BRONZE Awardee 「銅獎」優勝者
Prudential Hong Kong limited
Distinguished Insurance Planning Professional (DIPP) Award
傑出保險規劃專業人員大獎
TAM, Yiu Leung William
BRONZE Awardee 「銅獎」優勝者
Prudential Hong Kong limited
Distinguished Insurance Planning Professional (DIPP) Award
傑出保險規劃專業人員大獎
PILOT
Prudential Hong Kong limited
- CHENG, Sik Man - SILVER Awardee 「銀獎」優勝者 (財富管理) IPWMI Award
- ZHONG, Xiaofen - BRONZE Awardee 「銅獎」優勝者 (財富管理) IPWMI Award
- SZE Kin Ming Herman - BRONZE Awardee 「銅獎」優勝者 (保險規劃) IPWMI Award
- YIU, Kam Fan - BRONZE Awardee 「銅獎」優勝者 (保險規劃) & MERIT Awardee 「優異獎」優勝者 (財富管理) IPWMI Award
- CHAN, Ka Ling – MERIT Awardee 「優異獎」優勝者 (財富管理) IPWMI Award
- CHOW, Pui Yan – MERIT Awardee 「優異獎」優勝者 (財富管理) IPWMI Award
- CHOY, Yu Tsang – MERIT Awardee 「優異獎」優勝者 (財富管理) IPWMI Award
- CHU, Yan Tung – MERIT Awardee 「優異獎」優勝者 (財富管理) IPWMI Award
- CHUI, Chi Ngong – MERIT Awardee 「優異獎」優勝者 (財富管理) IPWMI Award
- KO, Lai Ying – MERIT Awardee 「優異獎」優勝者 (財富管理) IPWMI Award
- KO, Wai Keung Devil – MERIT Awardee 「優異獎」優勝者 (財富管理) IPWMI Award
- MA, Ka Wai – MERIT Awardee 「優異獎」優勝者 (財富管理) IPWMI Award
- WONG, Tsz Ho – MERIT Awardee 「優異獎」優勝者 (財富管理) IPWMI Award
- WONG, Wai Kuen – MERIT Awardee 「優異獎」優勝者 (財富管理) IPWMI Award
- YAN, Qinzhi – MERIT Awardee 「優異獎」優勝者 (財富管理) IPWMI Award
- YIP, Yuk Ching – MERIT Awardee 「優異獎」優勝者 (財富管理) IPWMI Award
- YIU, Laam – MERIT Awardee 「優異獎」優勝者 (財富管理) IPWMI Award
- YOUNG, Hon Man – MERIT Awardee 「優異獎」優勝者 (財富管理) IPWMI Award
"YOU CAN DO IT... 敢想敢做...321...PILOT is the BEST!!"
Photo Gallery
The 1st Distinguished IPWMI Award 第一屆傑出保險規劃及財富管理創新大獎
Award Presentation Ceremony 大獎頒獎典禮
FULL Video of Award Presentation Ceremony 頒獎典禮片段
Final Round: Video Presentation
決賽回合: 視像演示
- Highlight for Final Round Presentation 決賽演示精華片段
Highlight - Three (ALL) Award Streams
決賽精華片段 - 三個(全)比賽組別
- TOP 10 Winners of Round 1 from the Streams of “Insurance Planning” and Wealth Management; and TOP 3 Winning Teams of Round 1 from the Stream of “Young Talent” are shortlisted to participate the Final Round: Video Presentation;
- 第一輪比賽的「保險規劃」及「財富管理」(各)組別的首十名優勝者及「菁英專才」組別的首三組優勝團隊將獲得參與第二輪視像演示的決賽資格
Hong Kong Society of Wealth Management