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Day 1 May 25th, 2017
> Morning 8:00-12:00
Module One: Market and Regulation

> Afternoon 14:00-18:00
Module Two: Strategy

Day 2  May 26th, 2017
> Morning 8:00-12:00
Module Three: Innovation of Business Model and Operation

> Afternoon 14:00-16:00
Module Four: New Technology

>>Add into Calendar

>>> Event Background

According to the ranking of the top 25 in Scorpio Partnership Global Private Banking Benchmark 2016, Chinese private bank made the ranking for the first time. China Merchants Bank takes the 20th place with $192.9 billion AUM in 2015. ICBC takes the 23 rd place with $154.1 billion AUM in 2015. The AUM growth of these two Chinese private banks is impressive. An increasing number of Chinese private banks are expanding their business in Asia. They are building global service network to better serve their HNW clients.

On the other hand, International private banks are seeking strategic cooperation with Chinese financial institutions. After Swiss-based private bank Julius Baer purchased a $17.5 million stake in Jupai holdings limited, a US-listed Chinese wealth manager, on Dec. 31st, 2015. Another Swiss-based private bank Credit Suisse reached an agreement on Hong Kong private banking business cooperation with China Minsheng Bank. More China HNWIs will have access to globalized and market-oriented products and services in the near future.

2017 is very crucial to financial institutions with wealth management business in Asia. Many Chinese private banks welcome their 10th anniversary in 2017. Asian players are faceing challenges like how to cope with global tax transparency, how to provide globalized and digital service and how to run a sustainable private banking business when they are expanding business in Asia. The Wealth Management and Private Banking Asia 2017· Hong Kong, takes place on May 25th-26th, 2017 in Hong Kong China. The annual event will bring together leading private banks, family offices, wealth management institutions, trust companies, law firms and consulting firms from China and APAC. As a leading private banking event organizer, we believe this annual event will consistently provide a great platform to share professional insights and seek business opportunities for all market players.

Previous Speakers:
Sean KANG
Director, Wealth Management, Asia Pacific
Scorpio Partnership
KANG Chaofeng
Managing Director, Wealth Product Investment Dept
Ping An Trust
Nick Yim
Head of North East Asia Region, Private Wealth Management
Goldman Sachs
Jacky Tang
Head of Portfolio Management Group
Goldman Sachs
David HE
Partner and Managing Director
The Boston Consulting Group
Steven ZHANG
Chief Economist
Morgan Stanley Huaxin Securities
Key Issues

> Influence on Wealth Management Market from Global Tax Transparency

> Asia Wealth Distribution and Main Growth Driver

> Asia Private Banking Analysis from Global Private Bank Ranking

> Challenges from Chinese Private Bank Offshore Branch Establishment

> How to Conbine Chinese Culture with Professional Advice

> Best Prictice and Expansion of Asian Family Office

> How to Run a Sustainable Private Banking Business in Asia

> How to Increase Scale While Maintaining Revenue Margins

> Citizenship Planning & Cross-border Investment

> 2017 Asian Investment Market Outlook and Risk Control

> Process in Managing Discretionary Portfolios and Strategic Asset Allocation

> Combination of Robo-advisor and Face-to-face Advice

> IT application On Private Banking Business

Who Will Attend?

> Domestic Private Bank

> Foreign Private Bank

> Investment Bank

> Family Office

> Futures

> Insurance

> Consultancy

> Securities

> Law Firms

> Trusts

> Investment Immigration Agency

> Fund Management

> Luxury Brand

> Independent Wealth Management

> IT Solution Provider

> Asset Management

> HR Solution Provider

> Charity

> Auction House

They Are From

Media Partners
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Hosted by
Supported by
2016 Sponsors
Previous Sponsors
For more information about the summit, please contact Angela SUN Tel:+86 21 5242 8067
Email: mailto:angela.sun@shine-consultant.com

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