As the US and Europe markets continue to struggle, Asia has emerged as a key source of growth for the global private banking and wealth management industry. Since 2011, Asia-Pacific topped North America to become the single largest home to HNWIs, presenting a 16% compound annual growth rate. China, while contributing estimate over 50% of the growth in Asia, has a population of 700,000 HNWIs with over $1.6 million investable assets, total private investable wealth estimates to reach $27 trillion in 2013

While the Asian market presents the best chance for growth in HNW wealth management, challenges also exist. Facing distinct investment preferences of Asian HNW clients, stricter regulatory environment, as well as human resource constraints, wealth management institutions in the region are struggling in building sustainable growth.

Against to this backdrop, the Annual Wealth Management and Private Banking Asia 2013 is bring together the region’s private bank, family office, third party wealth managers and high net worth entrepreneurs to provide incomparable insights into success strategies in Asia’s HNW wealth management. Now in its 6^th year, this event is China’s most well established private banking summit. Through high level presentations and interactive panel discussions, these industrial leaders will share their thoughts and experience on how to build and manage a successful business model, how to increase investment returns, how to benefit from the latest innovations in technologies and how to improve the client experience in Asia’s future HNW wealth management environment.

Key Issues:

• The impact to Chinese private banking brought by New Capital Accord (Basel III –Chinese Version)
• The risks and challenges brought from the American FATCA (Foreign Account Tax Compliance Act)
• The influence from the System Reform of Income Distribution and Taxation on HNWIs’ investment
      preference and wealth management market
• How to differentiate the customer services of private banks with IWMs?
• The way to meet Chinese HNWIs’ increasing demand for diversification of asset allocation
• How to optimize the current profit model (transaction-based pricing model)?
• How to liberate the Relation Manager from massive manual works?
• The solutions for the bottleneck in talent acquisition and preservation (hard to recruit, cultivate and
      retain talents)
• Integrating e-commerce business models into wealth management
• How to segment HNW clients in order to provide tailored and exclusive solutions?
• Getting insight into Chinese HNWIs’ life style and consumption habits
• The roles of high-end insurance & global rescue service in HNWIs’ asset allocation portfolio
• Generating income from multiple sources rather than purely asset management
• Off-shore family trust VS domestic? What family trust do Chinese HNWIs really need for wealth
      preservation?
• How to institutionalize wealth through family office model?
• The role of (Media) Crisis PR and Reputation Risk Management in wealth management
• The importance of new media platforms and communication Channels in enhancing customer
      relationships
• A flexible and sophisticated succession strategy to ensure generational continuity and cross border
      practicality
• How can life investment be part of a diversified portfolio for Chinese HNWIs?

Confirmed Speakers

LI Anding Secretary General Shanghai Society for Finance	FEI Fangyu Deputy Dean China Academy of Financial Research
Hong YAN Deputy Dean China Academy of Financial Research	Fred Hong Senior Investment Advisor of Private Banking China Minsheng Banking Corp., Ltd
Hsiao-Yun LEE CEO (China) SOCIETE GENERALE Private Banking	Alan Luk Head of Private Banking and Trust Services Hang Seng Bank
He Gang Co-head of Private Banking SHANGHAI PUDONG DEVELOPMENT BANK	Fan Huang Director/Head of Global Investment Services Deutsche Bank (China) Ltd
Bruce Von Cannon CEO, Asia Banque Privee Edmond de Rothschild	Robert Cormie Regional VicePresident & Managing Director,Private Banking,Asia BMO Financial Group
Vincent Magnenat CEO Lombard Odier Darier Hentsch (Singapore) Limited	Angelica Kwan Board Member The HongKong institute of Bankers
Stephan Repkow CEO Private Banking,Asia Union Bancaire Privée	YANG Hui Founder HMC Family Office
Sinclair LU CEO,Publisher Hurun Report	Keynes Chen Regional General Manager Aspire Lifestyles
Jennifer Chua Director The Canadian Chamber of Commerce in Hong Kong	Johnson Chng Global Partner & President of Greater China A.T. Kearney
Jun NIE CEO,Chief Investment Officer & Managing Director Asset Dynamic Management Limited	Thorsten Hens Professor of Financial Swiss Finance Institute
Peter Lee Managing Director Veco Invest Asia	Linda Ma Managing Director, Head of Private Banking OCBC
Aditya Gadge CEO AIWMI	Viraj (Eddy) Somboon CEO & Partner Gonet Asia Pte Ltd
Anuj Khanna Managing Director and CEO South Asia, Pictet & Cie (Asia) Ltd.

Who should attend?

• DomesticPrivateBank
• ForeignPrivateBank
• FamilyOffice
• Insurance
• Securities
• Trusts
• FundManagement
• IndependentWealthManager
• AssetManager
• PrivateEquity

• InvestmentBank
• Futures
• Consultancy
• LawFirms
• InvestmentMigration
• LuxuryBrands
• ITSolutionProvider
• HRSolutionProvider
• Charity
• AuctionHouse

Featuring

1 Grand Gathering for Business Leaders

2 Days’ Professional Sharing of Brainstorming

5 Sections of Selected Themes

28+ Participants of Global Private Banks

36+ Top Speakers’ Insight and Analysis

200+ Years’ Operation Experience to Share

250+ Elites of the Industry

960+ Minutes’ Targeted Communication & Sharing