Overview:

On 17th -18th December, The 7th Annual Wealth Management and Private Banking Asia 2014 will bring more than 250 industrial leaders from Asian private wealth management market again in Shanghai China to jointly discuss the hot topics under the theme of “New Finance, New Wealth and New Opportunities”.

2014 is the year that Asian private wealth management market has moved into an era of “intensive farming”. The booming number of Asian-pacific HNW individuals leads this region to become the new concentration of world wealth. As a result, Asian-pacific wealth management and private banking industry is seeing a huge opportunity and vast space for development. Demands of HNW investors are getting more complicated: enhanced the awareness of mid-term and long-term financial planning; increasingly prominent demands for wealth protection and heritage. They are also asking more on cross-border diversification under the curtain of capital globalization, with regional offshore wealth management center gradually shifting to Asia-pacific.

With the new financial market policies, various types of wealth management institutions which have pass through the branding-development stage are facing multiple challenges from their HNW clients and seeking for more new channel partnership opportunities. Differentiated services and advice are emerging to show their professional strengths and powerful platform. For these financial institutions, it is key to make full use of networking and resources, expand products, continue to innovate and shift their competition focus from waves of marketing and promotion, to in-depth understanding and mining of clients’ short term as well as medium to long term comprehensive wealth management demands. These are main challenges as well as growth points that prevail for private banking.

 

Key Issues:

• China’s Financial Reform and Opportunities to the World
• The Increasingly Tougher Regulatory Burden Faced by Asian Wealth Management
• SHANGHAI FREE TRADE ZONE STRATEGIES: Business Innovation and Offshore Collaboration in Wealth Management
• New Strategic Layout of Chinese Private Bank and Wealth Management Institutions against to the Development of Shanghai Free Trade Zone
• The Foreign Private Bank’s Perspective of Shanghai Free Trade Area
• CHINA PRIVATE BANKERS PANEL：The Future Transformation of China Private Bank Industry
• PRIVATE BANKING INTERNATIONALIZATION: Developing Overseas Wealth Management Platform, Globalizing China’s Private Banking Business
• CROSS-INDUSTRIAL STRATEGIC PANEL：The Latest Trend of China Wealth Management：Integration, Specialization, Platformization, Digitalization
• Innovating Your Wealth Management Business through Advanced IT Solution
• Overseas experience sharing: the importance of customer experience in wealth management business and stable development
• Gain Insight into New Lifestyle and Consumption Habit of Chinese HNWIs
• The Status of Chinese HNWIs’ Asset Allocation in China and Abroad; AND What’s the Best Solution for a Chinese Immigrant to Allocate the Asset in both China and Overseas Markets?
• Facing the Difference of the Domestic policies and Culture in China, In What Cities and In What Ways can Wealth Succession be launched by Wealth Management institutions?
• INSURANCE SESSION: Intensively Farming Chinese Market, Back to the Essential of Wealth Preservation
• Globalizing Wealth Management Business by ‘Immigration Finance’
• The Growing Need of Impact Investment in Wealth Succession
• Wealth Succession by Trust Platform: The Prospects and Challenges of Chinese-Style Family Trust
• From a Global Pension Fund Investment View on the Prospect of Personal Pension Finance

2013 Speakers

FEI Fangyu Deputy Dean China Academy of Financial Research	John CAI Chief Executive Officer AIA China
Jack JIANG Senior Director, Head of HNW AIA China	Fisher ZHANG Chief Marketing Officer AIA China
Fred HONG Senior Investment Advisor of Private Banking China Minsheng Banking Corp., Ltd	HE Gang Co-head of Private Banking SHANGHAI PUDONG DEVELOPMENT BANK
HUANG Fan Director/Head of Global Investment Services Deutsche Bank (China) Ltd	YAO Weishi President and CEO JP Investment Group
WANG Shuidi Deputy General Manager of Private Banking ABC	Adam YANG Founder & President HMC Family Office
Sinclair LYU CEO,Publisher Hurun Report	Keynes CHEN Regional General Manager Aspire Lifestyles
GAO Yuhong Director of Private Banking Center China Everbright Bank	Percy CHAN General Manager & Head of Wealth Management Division Bank of East Asia (China)
CHEN Yili Deputy General Manager of Retail Bank Department CMB (Shanghai)	FENG Lihua General Manager of Retail Banking Bank of Beijing
LIU Xiaojun Business Director CITIC Trust	LIU Jinke Vice President NEO Capital Group Co., Ltd.
GAO Shan Managing Director China International Futures Co.	LI Keke General Manager of Wealth Management Guantai Junan Securities
Dennis LU CEO Deer Jet Medical	Ray CHOU Principal, Hong Kong Bein & Company
Mark LANNING Director of Immigration Withers	Bill LI Chairman of the Board Leadbank
Frank WU China Representative Genesis Aviation	WANG Fang Head of Family Office Team Dachen Law Firm
Eva LAW Founder & Chairman Association of Private Bankers In Greater China Region	Judy XIE Manager of International Taxation and Personal Tax Planning Deloitte
Kevin WU Vice President of Textron Aviation and Chairman of Asian Business Aviation Association (ASBAA) Textron Aviation	YAN Zongcheng Secretary General China Association of Estate Financial
CHEN Hexiang Deputy General Manager of Private Banking (Shanghai) CCB

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