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  • Home
  • Learning & Development 
    • Preparatory Study
    • ECF Examinations
    • Corporate Training
    • ProPower Boosting
  • Industry Events 
    • IPWMI Award
    • University Sharing
  • Contact Form for Students
  • .
  • …  
    • Home
    • Learning & Development 
      • Preparatory Study
      • ECF Examinations
      • Corporate Training
      • ProPower Boosting
    • Industry Events 
      • IPWMI Award
      • University Sharing
    • Contact Form for Students
    • .
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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

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    With a mission to further solidify Hong Kong’s status as an international financial center, and in recognition of the growing importance of advanced technologies such as InsurTech and FinTech in insurance planning and wealth management, the Hong Kong Society of Wealth Management (HKSWM) has partnered with the Hong Kong Financial Services Professionals Association (HKFSPA), the Academy of Insurance (AoI), CT Goodjob as the Digital Media Partner, and Hong Kong Economic Times (HKET) as the Media Sponsor.

    The IPWMI Award is guided by a specific objective and transparent assessment criteria, earning it a reputable accreditation recognized by professionals in the financial industry and the general public. By participating, your organization will enhance its corporate branding and professional image, 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:

    IPWMI Award Website
  • 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

    首屆傑出保險規劃及財富管理創新大獎 - 嘉許行內卓越精英
  • 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 Limited

    Mr. Raymond HUNG

    Senior Lecturer,
    Guangdong University of Finance and Economics

    Dr. Philip C.K. KWOK, 

    SBS, JP

    ex-Chairman,
    Wing On Insurance Group

    Mr. Raymond LAU

    Head of Sales, Agency and Retail Distribution,
    Sun Life Hong Kong Limited

    Mr. Peter LIU

    Senior Advisor,
    Hong Kong Society of Wealth Management

    Ms. Yvonne LO

    Senior District Director,
    Manulife (International) Limited

    Mr. Andy LUI

    Former Director, Wealth Management,
    Prudential Hong Kong Limited

    Mr. Alvin MA

    Principal Consultant,
    Hong Kong Society of Wealth Management

    Ms. Cindy MAK

    Director, Marketing and Sales Support,
    Prudential Hong Kong Limited

    Mr. Calvin NG

    Deputy General Manager
    CT goodjobs

    Mr. Kenny SIU

    Regional Director - Hong Kong & Asia Pacific,
    The Chartered Insurance Institute Hong Kong Limited

    Ms. Dionne SO

    Chief Talent Officer,
    FTLife Insurance Company Limited

    Dr. Teresa SO

    Chairman, International Association of
    Registered Financial Consultants (IARFC), Hong Kong and Macau Centre
    Senior District Director, AIA International Limited

    Prof. Tao SUN

    Assistant Professor, Department of Finance and Insurance,
    Lingnan University

    Mr. Tennant TANG

    Head of Training & Development,
    FWD Life Insurance Company (Bermuda) Limited

    Dr. Edward TSUI

    Executive Director,
    Academy of Insurance (Hong Kong) Limited

    Mr. Jeff WONG

    Chief Agency Officer, Hong Kong & Macau,
    FWD Life Insurance Company (Bermuda) Limited

    Mr. Stephen Kai-yi WONG

    Former Privacy Commissioner for Personal Data,
    Hong Kong

    Mr. Wilson WONG

    General Manager,
    CTgoodjobs

    Mr. Terence YANG

    General Manager - Sales & Marketing,
    Kowloon Development Company Limited

    Mr. Samson YIM

    Senior Advisor,
    Hong Kong Society of Wealth Management

  • Award Result Announcement 大獎結果公佈

    Gold, Silver, Bronze and Merit Awards

    金獎、銀獎、銅獎、優異獎

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    Insurance Planning Stream

    保險規劃組別

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    Wealth Management Stream

    財富管理組別

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    Youth Talent Stream

    菁英專才組別

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  • BEST Awards 最佳大獎

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  • 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

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    Show more
  • 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

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