Speaker :  Mr. Gilbert Lee,  Head of Strategy & Planning & Chief of Staff,  Hang Seng Bank

Date :   24 October 2019 (Thu)

Time :  5:30  -  6:30 p.m.


FinTech, innovation and digital have become much talked-about buzzwords in recent years.  Traditional financial institutions need to structurally define the subject and decide how innovation and FinTech fit in with the organisation’s overall strategy.  Financial institutions also need to be explicit on objectives, prioritisation and division of responsibilities within the organization.  Equally important is the engagement model with the innovation ecosystem through various organic and inorganic corporate development approaches.  The speaker will share his experience on these topics from strategy and corporate development perspectives.






 (852) 3943 7438
Email: apib@cuhk.edu.hk


Gilbert Lee is Head of Strategy & Planning and Chief of Staff to Chief Executive in Hang Seng Bank, a global top-50 commercial bank by market capitalisation, and is a member of the Bank's Executive Committee, Asset & Liability Management Committee and Risk Management Committee.  He represents Hang Seng Bank to sit on the FinTech Committee, Belt & Road Committee, Greater Bay Area Committee and RMB Services Committee of the Hong Kong Association of Banks.

Gilbert heads up the Strategic Planning & Corporate Development Department and leads corporate strategy, corporate M&A, minority investment management, innovation & FinTech, customer management transformation, CEO Office support and programme management office. The businesses he covers include retail and private banking, wholesale banking, asset management, securities brokerage and insurance in Hong Kong and China.  He currently leads a team to look after corporate level strategic partnership and investment with FinTech and innovation companies.

Before joining Hang Seng, Gilbert was Senior Vice President of the International Strategic Initiative Team in Wells Fargo Bank, N.A. and led strategic, cross-organizational and licensing initiatives in Asia Pacific.  Gilbert was a management consultant and co-led the Greater China Financial Services Practice in Booz & Company, where he ran strategy and organizational projects for financial services clients.

He earned an MBA from INSEAD and is a Chartered Financial Analyst, an Associate, Life Management Institute (ALMI) and an Associate of HK Institute of Directors (AHKIoD).  He also holds a MSc in Business Economics (Dean’s List) from the Chinese University of Hong Kong.


The CUHK FinTech Seminar Series is co-organized by the Centre for Financial Engineering (CFE) and the Asia-Pacific Institute of Business (APIB). Industry practitioners are invited to campus to share their areas of expertise.  We see the advantage of bringing together the academia and industry experts, providing a platform to carry out fruitful and productive discussions, encourage the exchange of ideas and promote future collaboration opportunities.  CUHK students may also widen their exposure and receive some enlightenment in their career development.

Date Details
Feb 20, 2019


Topic: Transforming the Way in Managing Operational Risks in a Global Financial Organization
Speaker: Mr Raymond Cheng, Chief Operating Officer, Asia Pacific, HSBC
March 20, 2019 (Wednesday) Topic: Fintech: Something New Under the Sun?
Speaker: Mr. Nelson Chow, Chief Fintech Officer, Hong Kong Monetary Authority
Event Highlights
April 17, 2019 (Wednesday)
Topic: Inhouse Fintech Incubator – StartupXchange
Speaker: Mr. Matthew Ng, Senior Vice President, DBS HK & Mainland China
May 27, 2019 (Monday)
Topic: Digital Disruption in Financial Services
Speaker: Mr. Peter Clark, Regional Chief Information Officer, Standard Chartered Bank
Sep 12, 2019 (Thursday)
Topic: Incumbent Banks vs Virtual Banks
Speaker: Mr Raymond Cheng, Group GM & Chief Operating Officer, Asia Pacific, HSBC
Sep 19, 2019 (Thursday)
Topic: InsurTech
Speaker: Mr. Erwin Chak, Senior Manager Policy & Development, Insurance Authority
Oct 24, 2019 (Thursday) Topic: FinTech Engagement from Strategy and Corporate Development Perspectives
Speaker: Mr. Gilbert Lee, Head of Strategy & Planning & Chief of Staff, Hang Seng Bank
Nov 14, 2019 (Thursday) Topic: Virtual Banking – a FinTech’s Perspective
Speaker: Mr. Ken Lo, Founding member of ZhongAn Virtual Finance Ltd

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