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

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  • 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

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

For more information, please contact: Giselle Zhao  Tel:+86-21-52428146
Email: giselle.zhao@shinemediaworld.com