HSBC Global Private Banking Case Challenge 2022 (First Runner-up)

Lau Christopher Trevor, a BBA(Acc&Fin) student and his team members from other Faculty and Universities won the First Runner-up in the HSBC Global Private Banking Case Challenge 2022. 

The HSBC Global Private Banking Case Challenge is a competition that takes students’ financial and economic knowledge outside of the classroom and immerses them in the real business world. It is the fourth edition of the case challenge and the competition is organized in Hong Kong and Singapore for the first time. The top teams from Singapore will go against the top teams from Hong Kong in the final round. Along with the competition, the regional finalists have the opportunity to learn from an exclusive webinar, be mentored by senior leaders in HSBC and compete for a chance to emerge as Grand Champion.

The competition consisted of three rounds. Participating teams submitted proposals in the Qualifier Round. The top 10 teams selected from Hong Kong and Singapore respectively were invited to submit their proposal in the Semi-Final. The top 2 teams from Hong Kong competed against the Top 2 teams from Singapore and were invited to the territorial headquarters to pitch their ideas on September 16, 2022.

Student's Sharing:

“In the past 3 weeks, my team with Travis Tsang Year 3 (Fintech/AMPB), and the other 2 teammates from CUHK and HKUST, had the chance to join other grand finalists in the final round of HSBC Global Private Banking Case Challenge 2022. After 3 challenging rounds, I am proud and pleased to share that our team has emerged as the 1st runner-up in the competition overall and first in Hong Kong. We are more than grateful to have come this far, especially with over 300+ teams from Singapore and Hong Kong.

Through the journey, our team got the chance to be mentored by senior leaders in HSBC in the semi-finals and be invited to the territorial headquarters to pitch our ideas in the regional final round. Although the 3 weeks of case-cracking were indeed challenging, the experience was incredibly meaningful. We challenged beyond ourselves and presented a comprehensive wealth planning solution for a UHNW client. We had stepped out of our comfort zone to manage our time across multiple tasks and explore different services in private banking, from investment counselling to wealth planning. Through formulating investment strategies and solutions, I understood the importance of being a part of the family and growing the legacy together by incorporating HSBC’s all-rounded capabilities. I believe this is one of the ways how the bank thrives with its long-lasting client relationship.

I would also like to highlight one of the key aspects leading our team toward success – Diversity. All of us come from different academic backgrounds and universities, and this is the beauty and essence of bringing everything together. All in all, it was enriching to work in real-life situations, and I have learnt a lot about portfolio management and wealth planning. Looking forward to more learning opportunities in the future!”

LAU Christopher Trevor

Learn more about the competition: 

Abhishek Mehrotra on LinkedIn: HSBC Global Private Banking Case Challenge 2022