In-Person Event | Simplifying Personal Investing for Busy Finance Professionals

​Investing shouldn’t be harder just because you work in finance.

​For many financial professionals in Hong Kong, managing personal wealth is an uphill battle. Between pre-clearance hurdles, Personal Account Dealing (PAD) letters, and consent constraints, many simply avoid investing.

​Join Endowus for an exclusive evening of drinks, canapés and insightful sharing on how finance professionals can take control of their personal wealth.

​What to expect:

• ​Industry Insights: Hear from Benjamin Quinlan (CEO & Managing Partner, Quinlan Associates) as he unpacks key findings from our joint industry report on the biggest bottlenecks financial services employees face when investing.
• ​Tips on Personal Investing: Actionable frameworks to help busy professionals build long-term investment success systematically and efficiently.
• ​Frictionless Compliance: Learn how Endowus streamlines PAD approvals and reporting, trusted by employees across more than 100 financial institutions in Hong Kong.

​Featured Speakers:

• ​Steffanie Yuen - Managing Director & Head of Hong Kong, Endowus
• ​Benjamin Quinlan - CEO & Managing Partner, Quinlan & Associates

​Seats are limited, and reserve your spot today.

​P.S. Exclusive bonus will be revealed for event participants!

Exclusive In-Person Event 

Date: Monday, 9 November 2026
Time: 6:30-8 PM HKT (Registration starts at 6 PM)
Location: Central (Disclosed upon confirmation)
Language: English‍

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This is an invite-only event. Secure your spot by registering via the link above. ​Due to limited capacity, registration will be on a first-come-first-served basis, with priority given to Endowus clients.

For any inquiries, please feel free to email us at events.hk@endowus.com.

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About the speakers

Benjamin Quinlan, CEO and Managing Partner, Quinlan & Associates

​Benjamin Quinlan is the CEO and Managing Partner of Quinlan & Associates.

Benjamin is the former Chairman of the FinTech Association of Hong Kong and is a Board Member at the Australian Chamber of Commerce.

Benjamin is an Adjunct Professor at the AIT School of Management, a Convention Ambassador for the Hong Kong Tourism Board, and sits on various Advisory/Steering Committees and Working Groups for Hong Kong Science and Technology Park, Hong Kong Trade and Development Council, the Financial Services Development Council, and the Hong Kong General Chamber of Commerce. He is also a Board / Senior Advisor at several leading startups, a Mentor for PingAn’s Cloud Accelerator, and a Guest Contributor for eFinancialCareers and Regulation Asia. He is recognised as one of Asia’s leading FinTech influencers.

Benjamin has an extensive track record advising governments, regulators, and many of the world’s leading multinationals and startups on a variety of high-profile strategic engagements. He is quoted extensively in the global financial press and is frequently interviewed by leading media outlets, including the Wall Street Journal, TIME, Bloomberg, CNBC, and Reuters. He is also a regular keynote speaker at leading financial services industry conferences across the globe.

Prior to founding Quinlan & Associates, Benjamin was the Head of Strategy for Deutsche Bank AG’s Equities business in Asia Pacific and its Investment Bank in Greater China and sat on numerous global and regional executive committees. Before Deutsche Bank, Benjamin worked as a Management Consultant at Oliver Wyman in the firm’s Corporate & Institutional Banking practice.

Before joining Oliver Wyman, Benjamin worked at UBS AG in the bank’s Asia Pacific Client Coverage and Group Strategy departments. He began his career in M&A and Capital Markets Advisory at PwC in Sydney.

​Steffanie Yuen, Managing Director and Head of Hong Kong, Endowus

​Steffanie Yuen is the Managing Director and Head of Hong Kong at Endowus, one of the largest independent wealth platforms in Asia with over US$10 billion in assets under advice.

​Before joining Endowus, Steffanie was Managing Director at Value Partners, responsible for leading the Group's Direct Distribution, Marketing, Communications and Investor Relations functions, as well as other key strategic growth initiatives. 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, which together serve over 1.2 billion annual active users globally.

​Steffanie started her career in the investment banking divisions of Barclays and Deutsche Bank 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, organised by the Hong Kong Monetary Authority, and is currently a Board Director of the Fintech Association of Hong Kong.

About Endowus 

Endowus is a leading independent, non-commission-based wealth management platform in Asia, with over US$13 billion in group client assets. Licensed in Hong Kong and Singapore (SFC BQR225, MAS 101051), Endowus serves as a fund investment platform and fiduciary advisor to 300,000+ individuals, family offices, charities, endowments, and institutions. 

Through evidence-based advice, institutional fund access, low fair fees and technology automation, Endowus empowers investors to build personalised portfolios across asset classes — public markets, private markets, hedge funds & alternatives — through carefully selected strategies managed by global leading asset managers. The mission is simple, to help investors to invest better, to live easier today and better tomorrow.