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Day 1 December 1st, 2016
> Morning 8:00-12:00
Module One: Market and Regulation

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

Day 2  December 2nd, 2016
> Morning 8:00-12:00
Module Three: Innovation of Business Model and Operation

> Afternoon 14:00-17:00
Module Four: New Technology

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>>> Event Background

China enters its economic “New Normal” along with the continuous evolution of RMB internationalization and devaluation. It creates an uncertain environment for high net worth individuals and financial institutions. Weak wealth protection, insufficient regulatory oversight, commercial dispute and divorce risk, as well as levy of legacy duty add pressure to the wealth management industry. Nevertheless, the number of HNWI clients keeps growing. According to BCG statistics, the total amount of personal investable assets increased to USD 17 trillion in China by the end of 2015 and reaches USD 30 trillion by 2020 as predicted. While private wealth in Asia is growing faster than other regions, China becomes one of the biggest wealth management markets for HNWIs and UHNWIs.

Since commencement in 2007, China’s wealth management and private banking has developed an impressive spectrum of products and services. However, the penetration of private banking service reaches only 8% in China’s HNWIs and UHNWIs. China’s private banks and wealth management institutions still need to increase the number of HNWI clients and satisfy their needs with international, digital and cross-industry comprehensive services. Market booms make global network establishment, family office business development and online platform upgrade the most challenging tasks to all players.

The 10th Annual Wealth Management and Private Banking Asia 2016, takes place on December 1st-2nd, 2016 in Shanghai China. The annual event brings together leading private banks, family offices, wealth management institutions, trust companies, law firms and consulting firms from China and APAC to discuss issues of business cooperation, cross-industry and cross-border comprehensive services and discretionary portfolio mandates, as well as technology innovation in wealth management, etc. As China’s leading private banking events’ organizer, we believe the annual convention will consistently provide a great platform to share professional insights and catch business opportunities for all market players.

Speakers【listed in no particular order, updated continually】:
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

> How Global Transparency Affects Wealth Management Market

> From Global KPI Benchmark 2016 to Evaluate China Private Banking Development

> How to Satisfy HNW Families with Family Office Service

> China’s Trust in Wealth Management Market

> Insight Into China HNWIs

> How Residence and Citizenship Planning Affects Outbound Investment

> How to Formulate Product Strategy and Portfolio Advisory Service

> Risk Control and Tax Planning: Insurance Becomes HNWI’s Top choice

> Cross-industry Comprehensive, International and Digital Service of Private Bank

> Robo-Advisor and Wealth Management Market Evolution

> How IT Application Changes Private Banking Business Model

> How to Use Fintech to Improve Efficiency and HNWIs’ Satisfaction

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

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For more information about the summit, please contact Angela SUN Tel:+86 21 5242 8067
Email: mailto:angela.sun@shine-consultant.com