Navigating Private Wealth in Hong Kong

As families become increasingly global in their outlook, managing and preserving wealth across generations and jurisdictions has never been more complex – or more important.

23 June 2025

To explore this, we welcomed prominent experts in wealth management to our Beyond Borders – Navigating Private Wealth forum, supported by the Family Office Association Hong Kong.

This exclusive event gave senior wealth professionals the opportunity to hear first-hand from those navigating these complexities daily – and to explore how international finance centres like Jersey are adapting to support globally mobile families.

Our CEO, Joe Moynihan, opened the event with insights on global trends shaping our industry, followed by a panel discussion moderated by Jo Murphy, featuring:

  • Carolyn Butler, Managing Director, International Fiduciaries
  • Mr Wen Tan, Head of Strategy, Nelson Capital
  • Paul Knox, Managing Director and Senior Wealth Advisor, J.P. Morgan Private Bank

For those working with international families or wealth planning across borders, this event was a valuable touch point on what’s next for wealth management in Hong Kong.

Event photos

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Mr Wen Tan, Head of Strategy at Nelson Capital, and Joe Moynihan, Chief Executive Officer of Jersey Finance smiling at the panel discussion.