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About Felicity Sherman
https://www.hsbc.co.uk/
Felicity Sherman began her journey in financial services 14 years ago, starting as an events coordinator and marketing assistant for a small IFA after a brief stint in the civil service, where she pursued a degree in criminology with aspirations to reduce re-offending rates. Quickly drawn to the world of financial planning, investment management, tax efficiency, and pensions through the seminars she organized, she noticed that much of the advice seemed to cater only to the wealthy.
This insight sparked her passion and led her to spend over a decade focused on a key challenge: the democratisation of wealth management. Her goal has been to make financial planning and investment opportunities accessible to all, providing affordable guidance and educating people on the benefits of investing, rather than relying solely on the perceived "safety" of cash returns.
Her career has involved deep engagement in digital transformation, operational redesign, team development, and leadership. At HSBC, she plays a pivotal role in creating simple yet impactful investment solutions that help the mass affluent population in the UK manage their financial futures. In her current role, Felicity Sherman leads the delivery of customer journeys and propositions across HSBC's retail, premier, and private bank segments. By blending digital product development, commercial strategy, innovation, and data-driven propositions, her team has reshaped financial planning through seamless customer experiences via apps, web platforms, and hybrid operating models that combine human and digital interfaces.
Her work spans everything from robo-advisory and sweep investments to risk profiling and life insurance. She remains passionate about financial empowerment and continues to champion the democratisation of wealth management, delivering solutions at accessible price points for all.
Sherman Hung, based in Hong Kong, is currently a Head of Large Corporate, Institutional Banking Group, DBS HK at DBS Bank. Sherman Hung brings experience from previous roles at Kidsland International Holdings Limited (stock code: 2122), DBS Bank and Morgan Stanley. Sherman Hung holds a 2000 - 2001 Master of Philosophy (MPhil) in Economics with Finance @ University of Cambridge.