The Greater China Wealth and Insurance Summit was hosted by PCS by Mercer on March 18, 2024. Over 100 leaders and experts from the private banking, wealth planning, and life insurance industries participated in the event, engaging in discussions to explore the latest trends, challenges, and opportunities in the wealth and insurance sector.

The panel consisted of senior management from insurance partners in Hong Kong and Mainland China, as well as industry experts from Oliver Wyman and the Big Four. They delved deep into topics related to the current state of the wealth and insurance industry in Greater China, examining key trends and solutions that would shape the investment landscape. They also discussed strategies that could be adopted to ensure sustained growth in the future.

The highlight of the summit was the introduction of PCS's customized solution, Green Pass (一檢兩用). This unique process offers a one-stop solution for Greater China clients seeking wealth planning for both their offshore and onshore assets. With life insurance broking licenses in both Hong Kong and Mainland China, PCS is bringing together key players in the industry, including insurers and reinsurers, to enhance product offerings, streamline processes, expand coverage, and reduce turnaround time.