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Day 1 June 23rd, 2016
> Morning 8:00-12:00
Asia Wealth Management
Market Trend and
Regulation

> Afternoon 14:00-18:00
Competitive Advantage of
Innovation and Global
Connection

Day 2  June 24th,2016
> Morning 8:00-12:00
Competitive Advantage of
Innovation and Global
Connection

> Afternoon 14:00-17:00
Beyond clients’ Expectation
with New Technologies

>>Add into Calendar

>>> Event Background

China is no doubt an emerging market on wealth management. The number of China HNWIs is increasing rapidly to 1.26 million. The amount of investable assets also increases to 44 trillion. With China's New Normal, RMB further internationalization, the market and regulatory become more and more mature. China HNW clients’ complex demands on wealth protection, succession and cross-border asset allocation are increasing rapidly as well. Instead of market expansion, professional service and customer satisfaction become the main purpose of China wealth management institutions right now.
 
Therefore, the 9th Annual Wealth Management and Private Banking Asia 2016 will take place on June 23rd-24th, 2016 in Hong Kong China. This annual event will bring together leading private banks, family offices, independent wealth management and offshore financial institutions from China and APAC to discuss issues of cooperation between foreign and domestic private banks, development of China family office and family trust, innovative technology application on wealth management etc. As the leading private banking event organizer, we believe this annual will continuously provide a great platform to share professional thoughts and to find cooperation opportunities.

Speakers:
Alan LUK
Head of Investment Products and Advisory Business
Hang Seng Bank
Wendy TSANG
Managing Director, Head of Private Banking
Bank of China (Hong Kong)
Ernest CHOI
General Manager of Private Banking
SPD Bank Hong Kong Branch
Bonnie Lam
President of Private Banking
Ping An Bank
David HE
Partner and Managing Director
The Boston Consulting Group
Michael HAUPT
Chief Operating Officer
Vontobel Private Banking
Key Issues

> Regulatory Oversight on Asia (Hong Kong) Wealth Management Market
> Asia’s Economy and Its Influence on Wealth Management Market
> Market Analysis on Asia and China Wealth Management
> Latest Regulatory Oversight on China Wealth Management Market
> The Latest Insight into Asia and China HNWIs
> China HNWIs’ Change in New Demand
> Case Study: Establishment of China Wealth Management Institution’s Overseas (HK) Branches
> Professional Insight in Hong Kong Regulation and Legal Services
> Family Trust—Wealth Protection, Succession and Family Enterprise Governance
> Strategic Cooperation between China and Foreign Wealth Management Institutions
> Globalization of China Wealth Management Institution
> Analysis of China Wealth Management Institution Operation Models
> Insurance Package for Private Wealth Management
> Best Practices and Innovation of China Family Trust and Family Office
> Competition vs. Cooperation - Entry Strategy for Foreign Financial Institutions into China Market
> Risk Control with Diversified Portfolio
> Big Data Application for HNW Clients Wealth Management
> Innovative Technologies for Wealth Management
> Wealth Management Innovation with IT application

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