Day 1 December 17, 2014

Part 1 8:00-12:00

·Revolution and Globalization of Chinese Wealth Management Market

Part 2 14:00-18:00

·When Wealth Management Markets Collide in China

·The Sustainable Development Strategy for Wealth Management

Day 2 December 18, 2014

Part 1 8:00-12:00

·The Guide to HNWIs in China 2014

Part 2 14:00-18:00

·Wealth Preservation, Appreciation and Succession

>>Add into Calendar
  • 3A ASIA LTD.
    ABN AMRO PRIVATE BANK
    AGRICULTURAL BANK OF CHINA
    AGRICULTURAL BANK OF CHINA SHANGHAI BRANCH
    AIYIXINRONG INVESTMENT CONSULTING CO.,LTD
    ALLIANZ GLOBAL INVESTORS HONG KONG LTD
    ALLIANZ GLOBAL INVESTORS HONG KONG LTD. SHANGHAI REP OFFICE
    AVALOQ HONG KONG LIMITED
    AXA FINANCIAL PLANNING HONGKONG LTD.
    AXA FINANCIAL SERVICES SINGAPORE LTD.
    AXA- MINMETALS ASSURANCE CO., LTD
    AXA WEALTH MANAGEMNET HK LTD
    BAHAMAS FINANCIAL SERVICES BOARD
    BAIN & COMPANY
    BANK OF BEIJING
    BANK OF CHINA
    BANK OF CHINA (CHONGQING)
    BANK OF CHINA (HONG KONG) LTD
    BANK OF CHINA (HONGKONG)
    BANK OF CHINA (QINGDAO)
    BANK OF CHINA (SHANGHAI)
    BANK OF CHINA HEADQUARTER
    BANK OF CHINA INTERNATIONAL LTD
    BANK OF CHINA INTERNATIONAL SECURITIES CO., LTD.
    BANK OF CHINA PRIVATE BANKING (MACAU)
    BANK OF COMMUNICATIONS
    BANK OF COMMUNICATIONS INTERNATIONAL TRUST CO., LTD.
    BANK OF EAST ASIA(CHINA)
    BANK OF MONTREAL
    BANK OF QINGDAO
    BANK OF SHANGHAI
    BANK OF SINGAPORE
    BARCLAYS WEALTH
    BBVA
    BERENBERG BANK
    BMO HARRIS PRIVATE BANKING, BANK OF MONTREAL
    BOC INTERNATIONAL
    BOCI SECURITIES LTD
    BRIDGE TRUST CO.,LTD
    BSI BANK
    CAPITAL ASSET PLANNING ,INC.
    CHARLES MONAT ASSOCIATES
    CHINA BANKING REGULATORY COMMISSION
    CHINA CONSTRUCTION BANK
    CHINA CONSTRUCTION BANK ASIA
    CHINA EVERBRIGHT BANK
    CHINA EVERBRIGHT WEALTH MANAGEMENT LTD
    CHINA EVERBRIGHT WEALTH MANAGEMENT LTD.
    CHINA INSURANCE REGULATORY COMMISSION
    CHINA INSURANCE REGULATORY COMMISSION
    CHINA INTERNATIONAL FUTURES CO., LTD.
    CHINA MERCHANTS BANK
    CHINA MERCHANTS SECURITIES CO., LTD.
    CHINA MIINSHENG BANK
    CHINA RAILWAY TRUST CO.,LTD
    CIFCO
    CITI PRIVATE BANKv
    CITIC BANK
    COMGEST FAR EAST LTD.
    DBS BANK (CHINA) LTD
    DBS BANK (HK) LTD
    DEKA INVESTMENT GMBH
    DEUTSHE BANK CHINA LTD.
    EAGLE INVESTMENT SYSTEMS
    EAST WEST BANK CHINA LTD.
    ERI BANKING SOFTWARE PTE LTD
    EVERBRIGHT FUTURES CO., LTD
    FERRARI CHINA
    FIDELITY INVESTMENTS MANAGEMENT (HK) LTD
    FINANCIAL SOFTWARE SYSTEMS INC.
    FIRST STATE INVESTMENT (HK) LTD.
    FRANKLIN TEMPLETON ASSETS
    FUBON BANK (HONG KONG) LTD
    FULLGOAL FUND MANAGEMENT CO., LTD.
    GENWORTH FINANCIAL
    GREENWOODS ASSET MANAGEMENT
    GUANGDONG DEVELOPMENT BANK
    GUANGFA SECURITIES CO., LTD
    GUOSEN SECURITIES CO.,LTD
    GUOTAI ASSET MANAGEMENT CO., LTD.
    GUOTAI JUNAN SECURITIES CO., LTD
    HAITONG SECURITIES CO., LTD
    HANG SENG BANK
    HENGZENG INVESTMENT MANAGEMENT CO., LTD.
    HENLEY GROUP
    HONG KONG SECURITIES AND FUTURES COMMISSION
    HR CHINA
    HSBC BANK
    HUA AN FUND MANAGEMENT CO., LTD.
    HUITONG INVESTMENT FUND CO., LTD.
    ICBC
    INDUSTRIAL AND COMMERCIAL BANK OF CHINA
    INEUM CONSULTING LUXEMBOURG SA.
    INTESA SNPAOLO
    KCS HONG KONG LIMITED
    LEADING ADVANTAGE CONSULTING LTD
    LONGTOP GROUP
    MAYFAIR PACIFIC FINANCIAL GROUP LTD
    NANHUA FUTURES CO., LTD.
    NOAH PRIVATE WEALTH MANAGEMENT
    NOMURA ASSET MANAGEMENT HK LTD
    NORDEA
    OCBC BANK
    ODYSEEY GROUP
    ONEVUE LTD.
    ORIENT SECURITIES CO.,LTD
    PCCW
    PEOPLE’S BANK OF CHINA
    PEOPLE'S BANK OF CHINA SHANGHAI HQ
    PERTRAC FINANCIAL SOLUTIONS
    PING AN ASSET MANAGEMENT
    POLARIS SOFTWARE LAB
    PT. BANK NEGARA INDONESIA PERSERO TBK.
    PWC (HONGKONG)
    PWC (SHANGHAI)
    RBS COUTTS BANK LTD.
    ROLAND BERGER STRATEGY CONSULTING
    SCRIBE FUND ADMINISTRATION SERVICES (HK) LTD
    SDIC
    SDIC TRUST CO.,LTD.
    SECURITIES AND FUTURES COMMISSION HONGKONG
    SHANGHAI CIFCO FUTURES CO., LTD.
    SHANGHAI GOLD EXCHANGE
    SHANGHAI INSTITUTE OF FINANCE, SHANGHAI FINANCE ASSOCIATION
    SHANGHAI INTERNATIONAL TRUST CO.,LTD.
    SHANGHAI MUNICIPAL OFFICE OF FINANCE
    SHANGHAI PUDONG DEVELOPMENT BANK
    SHENYIN & WANGUO SECURITIES CO., LTD.
    SHENZHEN DEVELOPMENT BANK
    SINOPAC HOLDINGS
    SIX TELELKURS
    SOCIETE GENERALE
    SOOCHOW SECURITIES
    STANDARD CHARTERED BANK(CHINA)LTD.
    STATE ADMINISTRATION OF FOREIGN EXCHANGE SHANGHAI BUREAU
    SUCCED AG
    SUNGARD
    TAIBEI FUBON COMMERCIAL BANK CO., LTD.
    THE BANK OF EAST ASIA LTD.
    THE HONG KONG INSTITUTE OF BANKERS
    THE STANDARD CHARTERED PRIVATE BANK
    THOMSON REUTERS
    TROIKA DIALOG
    UBS SECURITIES CO., LTD.
    UNITED COMMERCIAL BANK (CHINA)
    VISION INVESTMENT MANAGEMENT
    WEALTH MANAGEMENT INSTITUTE
    WEALTHCRAFT
    WELLINGTON GLOBAL INVESTMENT MANAGEMENT LTD
    WINNINGTON CAPITAL LIMITED
    WINS INVESTMENT LTD
    WOORI BANK
    ZHONGHAI TRUST CO.,LTD
    ZHONGRONG INTERNATIONAL TRUST CO.,LTD

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

For more information, please contact: Ethan Xie  Tel:+86 (0)21 5242 8133
Email: ethan.xie@shinemediaworld.com