DAY ONE November 28th, 2011
8:00am-12:00am
Strategies on Private Bank Clients
the Construction of the Private Bank System in China
RMB Globalization & RMB Products

1:30pm-5:20pm 
Art,Luxury and Alternative Investment
Development & Innovation of Financial Products
Talent Strategy of Private Bank

DAY TWO November 29th, 2011
8:00am-12:15am
Cooperation of Investment Banks,financial institutions and private banks
Perfect the Private Bank with Chinese Character
Globalization of Asset Allocation

1:30pm-5:00pm 
Investment in Resource Industry and Real Estate
The Future of P.E., Trusts, Bonds, Hedge Funds Products etc. in Wealth Management Market
Cooperation With Auction House

>>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

The 4th Annual Wealth Management & Private Banking Asia 2011 is the top level strategy summit which leads the wealth management Asia-Pacific market. Bringing together over 300 leaders of executive officials, private banks, commercial banks, investment banks, trusts, PE, securities, insurances, finance institutions, real estate, luxury brands,auction house etc to address the most pressing issues including how to preserve and increase the wealth of clients, alternative investment, investment on arts, luxury, real estate, green finance, global asset allocation, the localization strategy of foreign private bank etc. 
Following the previous successful “Private Banking” summit, the 4th Wealth Management And Private Banking Asia 2011 will continue to act as the region’s premier platform which provides all the attendees the opportunity of networking with the top leaders of private banking trade and constructing the optimum strategy and vision on the future trend.
Key Issues:
  • How to protect and enhance the wealth of clients in this high inflation and bubbles age
  • Competition and Cooperation of Wealth Management Organization in Asia-Pacific Region
  • Strategies on Private Bank Clients
  • Talents strategy of private bank
  • Independent Innovation and Procurement of Private Banks’ Products
  • How to construct high-end and alternative investment through Luxury and green finance
  • Analysis of the real estate investments while the Reits have been impeded
  • Asset allocation from regional to global
  • The localization strategy of foreign private bank
Speakers:
ZHOU Hongliang
General Manager of Private Bank
AGRICULTURE BANK OF CHINA
The Honourable Mr. Sergio Marchi
Special Advisor,Former President of the Canada China Business Council, Ambassador to WTO
PACE GLOBAL ADVANTAGE
Jennifer Chua
Managing Director, Hong Kong and Head of Private Banking,China
BMO FINANCIAL GROUP
HUANG Fan
Director/Head of Private Wealth Management China
DEUTSCHE BANK (CHINA) LTD.
Stephan Repkow
CEO Private Bank Asia
UNION BANCAIRE PRIVEE
Fred Hong
Senior Investment advisor
CHINA MINSHENG BANK CORP.,LTD.
Rupert Hoogewerf
President & Chief Researcher
HURUN REPORT
Sameer Aurora
Managing Director,Head of Business Development
STANDARD CHARTERED PRIVATE BANK
Cho Kai Man, Chapman
General Manager, Private Banking & Affluent Market
BANK OF EAST ASIA (CHINA) LIMITED
SHAN Weiliang
General Manager of Asset Management
SHENYIN & WANGUO SECURITIES CO.,LTD.
LV Yimin
General Manager
SDIC TRUST CO., LTD
Tasheer Gulam
Senior Relationship Manager,Director
BANK OF CHINA (SUISSE) S.A.
Gerald Gorhan
Managing Director,Senior Relationship Manager
BANK OF CHINA (SUISSE) S.A.
HONG Rong
Chairman
SHANGHAI STOCKSTAR WEALTH MANAGEMENT CO.,LTD
Leslie Mao
Director, Investment Services, China
TOWERS WATSON
Charles ZHANG
Partner
DT CAPITAL PARTNERS
Wang Jing Bo
President & CEO
NOAH WEALTH MANAGEMENT
YIMG Zhe
Vice President / Chief Product Officer
NOAH WEALTH MANAGEMENT
GAO Lei
Partner
JIUDING CAPITAL
GAN Meilan
Partner&Head of Investment - Real Estate Fund
PRAX CAPITAL
LI Li
Founder & CEO
ISG Capital Management, Ltd.
FAN Hua
Deputy General Manager & General Manager of Wealth Management Center
CHINA FOREIGN ECONOMY AND TRADE TRUST CO., LTD.
YAN Zongcheng
Secretary General
CHINA ASSOCIATION OF REAL ESTATE FUND
XU Xin
General Manager Assistant,Head of Institutional Business
FULLGOAL FUND MANAGEMENT Co.,LTD
WU Tao
CEO
WINS INVESTMENT
Frank WU
Founding Partner & Managing Director
Genesis Investment(Authorized Sales Representative for Cessna Business Jets in China)
Bai Yong
Partner
DING FENG REAL ESTATE
PAN Jie
General Manager of Private Banking(Shanghai)
BANK OF CHINA(SHANGHAI)
WANG Chen
Deputy Curator
NO.1 ART MUSEUM
HE Gang
General Manager of Wealth Management
SPD BANK
SHI Zhengrong
General Manager of Private Banking
BANK OF COMMUNICATIONS
GU Mingde
Deputy Director,Stratistics and Research Department
THE PEOPLE’S BANK OF CHINA SHANGHAI HEAD OFFICE
ZHANG Guangping
Vice President
SHANGHAI BANKING REGULATORY BUREAU
LI Anding
Secretary General
SHANGHAI FINANCE ASSOCIATION
Who should attend?
  • Private Banks
  • Commercial Banks
  • Investment Banks
  • Family Offices
  • Governments
  • Funds Managements
  • Securities Companies
  • Insurance
  • Trusts
  • Finance & Investment Organizations
  • Real Estate
  • Luxury Brands
  • Wines & Tea place
  • Charity Institutions
  • Auction House
  • Gold & Sliver Exchange
  • Consultant Company
  • Law Firms
  • Training Institution
  • IT Solutions Supplier
Who will benefit?
  • Government Officer
  • President/Chairmen/CEO
  • SVP/VP/Managing Director
  • COO
  • Director of Private Bank/Wealth Management
  • Consultant Director
  • General Manager of Private Bank
  • Investment Analyst
  • Market Consultant
  • Law/Finance Consultant
  • Scholar/Expert
Media Partners
  •     
  •     
  •     
  •     
  •     
  •     
  •     
  •     
  •     
  •     
  •     
  •     
  •     
  •     
  •     
  •     
  •     
  •     
  •     
  •     
  •     
Organizer
Supporters
Strategic Supporter
Endorsers
Sponsors
    Marketing Partner
    Panel discussion sponsor
    Presentation Sponsor
    Gold Sponsor
    Lanyard Sponsor
    Partial Previous Sponsors

Organizers:Shanghai Finance Association-Shanghai Finance Magazine;Global Leaders Institute For more information, please contact Michael Du by +86 21 3251 6012 or Email to michael.du @globaleaders.com