Calling all busy lawyers and doctors - it’s time to apply the same diligence and precision you dedicate to your clients and patients to your own financial planning to manage your hard-earned wealth!
Join us on 27 August, 2024 (Wednesday) from 6:30-8:00pm, where Sin Ting So, Chief Client Officer and Steffanie Yuen, Managing Director, Head of Hong Kong at Endowus will discuss:
- A scientific, evidence-based holistic framework for investing and managing your hard-earned wealth
- Suitable investment strategies for short-to-medium horizons
- Longer-term investment strategies for retirement and legacy planning
- Personal sharing from Dr Keith Hariman, Specialist in Psychiatry, Managing Director at OT&P Healthcare and Rocky Mui, Partner at Clifford Chance on their wealth management journey
Event Information
Wednesday, 27 August 2025
6:00pm - 8.00pm (Registration begins at 6pm)
Venue: Central
Location to be disclosed in confirmation email
Language: Cantonese
This is an invite-only event. Register your interest today with the link above.
Due to limited capacity, registration will be on a first-come-first-served basis. Canapés and light refreshments will be provided.
PS: An exclusive bonus offer will be revealed for event participants!
For further enquiries, please contact events.hk@endowus.com.
About the speakers
Dr Keith Hariman, Specialist in Psychiatry, Managing Director, OT&P Healthcare
Dr. Keith Hariman is a specialist in psychiatry, currently working at OT&P MindWorX.
Trained in medicine at Imperial College London and the Chinese University of Hong Kong (CUHK), Keith has broadened his expertise with an MPH from the University of Hong Kong and an MBA from the Hong Kong University of Science and Technology (HKUST). He is also appointed an Honorary clinical assistant professor in psychiatry at the University of Hong Kong. He is a Member of the Royal College of Psychiatrists in the United Kingdom and a Fellow of the Hong Kong College of Psychiatrists and the Hong Kong Academy of Medicine. He is also the Managing Director of Clinical Operations at OT&P.
He has a particular research interest on the use of technology in psychiatry, including the effects of social media on mental health and the promotion of functional recovery for patients with mental illness. He has contributed to research in local and international journals and has also written chapters for textbooks published by Oxford University Press.
Rocky Mui, Partner, Clifford Chance
Rocky works in Clifford Chance Hong Kong corporate practice and is a member of the funds and investment management team focusing on transactional funds and regulatory advisory practice. His work covers the formation of investment funds and providing regulatory advice to financial institutions. Rocky also focuses on Fintech and has developed expertise in cryptocurrency/blockchain related matters. He joined Clifford Chance in 2007 from the University of New South Wales and City University of Hong Kong and is qualified in England & Wales, NSW Australia and Hong Kong.
So Sin Ting, Chief Client Officer at Endowus
So Sin Ting is Founding Partner and Chief Client Officer at Endowus.
Sin Ting brings close to 20 years of experience in the wealth management industry at leading banks across Hong Kong and Singapore, including Morgan Stanley and Nomura.
Her goal is to make the best of investing accessible to everyone, and to bring best-in-class investment products and solutions to retail and accredited investors at scale through Endowus. In her current role, she leverages her extensive wealth management experience to deliver a client-first hybrid investing experience through an intuitive digital platform and efficient, multi-channel advisory support.
Through Endowus, she hopes to spread financial literacy and enable investors to make informed decisions about their own financial future.
She graduated from the Huntsman Program at the University of Pennsylvania, with a joint degree at the College of Arts & Sciences and Wharton School.
Steffanie Yuen, Managing Director, Head of Hong Kong, Endowus
Steffanie Yuen is the Managing Director and Head of Hong Kong at Endowus.
Before joining Endowus, Steffanie was Managing Director at Value Partners. Prior to Value Partners, she was the Business Development and Strategic Partnerships Director at Alibaba's fintech affiliate Ant Group, where she was responsible for driving strategic collaborations and partnerships with international financial institutions and Ant's overseas e-wallet partners.
Steffanie started her career in the investment banking divisions of Deutsche Bank and Barclays in Hong Kong and holds a BS in Finance and Accounting degree from New York University’s Stern School of Business.
She was selected into the Financial Leaders Programme in 2023 organized by the Hong Kong Monetary Authority and is currently a Board Director of the Fintech Association of Hong Kong.
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