
Day 1,November 13th, 2012
8:30a.m-12:00a.m
*Seizing the Opportunity, Spare No Efforts in Building Shanghai the Wealth Management Center
*Opportunities & Challenges for Private Banking in Asia
*How Can We Grasp the Growth Opportunity in the Economic Downturn?
*The Internationalization of Chinese Private Banks
*How Can Private Banking Service Model Survive in the Contemporary Commercial Banks?
1:30p.m-5:30p.m
*The Current Situation & Future Development of Insurance Wealth Management
*Private Banks in Cooperation with Corporate Banking & Investment Banking
*Development Strategies for Trusts, Securities, Insurance and Independent Wealth Managers in China Wealth Management
*Technology Accelerates Private Banking
*Fine-Grained Client Management and Innovative Extension
*Customer Classification, Management and Maintenance Methods
Day 2, November 14th, 2012
8:50a.m-12:00a.m
*The Development Strategies of China Private Banking in “Warring States Period”
*Global Investment Portfolio & Development Trends
*How to Meet the Private Banking Clients’ Requirements of High Income by Structured Wealth Management Products
*To Provide the Multi-directional Capital Market Solution by Integration of Platform Advantages
*The Fixed Income Products Are Facing Tremendous Development Opportunity
*Alternative Investment: An Important Method for Value Added Services
*Applications of ETF and Hedge Funds in the Portfolio
1:30p.m-4:30p.m
*Business Model for Private Banking
*With the Nationwide PE Slowing Down and the Regulatory Era Coming up, What Are the Opportunities and Challenges for PE Investment?
*The Investment Opportunity & Risk Management in Real Estate Market
*The springing up of family office in Asia – the enterprise management & inheritance and taxation planning in family business
*Charity: The Effective Solution to Extend Family Values & Social Benefits







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

Against the backdrop of the global economic meltdown, China’s economy, with its increasing speed slowing down, is still a global focus thanks to its comparatively rapid growth. According to the official report, by the end of 2010, the total value of investable assets held by individuals in China in 2010 totaled RMB 62 trillion, a 19 percent increase, year to year. By the end of 2010, there were 500,000 Chinese HNWIs, with at least RMB 10 million in investable assets. Average investable assets per capita were approximately RMB 30 million. Aggregate investable assets for all HNWIs equaled RMB 15 trillion. According to another report, by the end of 2011, there were 1,185,000 Chinese HNWIs, an average increase of 29.1% for the five years before 2011. There will be 2,193,000 Chinese HNWIs by 2015 with an annual increase of 17% on average during the National Twelfth Five-year Plan period.
Therefore, China, with a rapid growth of both HNWIs and their wealth amount, has a promising private banking market with great potential. Facing the rapidly growing market in China and the complicated fickle global economy, the Annual Wealth Management & Private Banking Summit, has always been dedicated to accelerating the private banking business orderly by connecting the eastern market with the western. Since 2008 when the first annual was successfully held, the Summit, with approximately 1,000 global leaders of private banking business in total, has already been a recognized grand gathering with its brand value.
How to formulate moderate development strategies against the fickle global economy?
Will the system conflicts become the obstacle for private banking development in China?
With the market opening gradually, how will the competitive landscape of China’s private
How to understand the clients, read the clients and get the clients?
Are you ready to allocate your assets globally?
Is real estate market still investable under macro-control and policy pressure?
What value-added services should be provided?
Which will be the next new favourate of HNWIs, Index Futures, CTA, PE or Fixed Income?
Organizers:Shanghai Finance Association-Shanghai Finance Magazine;Shine Media For more information, please contact Crown Wang by +86 21 5242 8087 or Email to crown.wang@shinemediaworld.com