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

>>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

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.

Key Issues:
  • 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
  •     banking evolve?
  • 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?
Speakers:
Zhou Hongliang
Head of Private Banking Dept.
AGRICULTURAL BANK OF CHINA
Sherrie Dai
Head of China, Managing Director
STANDARD CHARTERED PRIVATE BANKING
Shi Zhengrong
Head of Private Banking Dept.
BANK OF COMMUNICATIONS
Fan Huang
Director/Head of Global Investment Services
Deutsche Bank (China) Ltd
Xu Ming
General Manager of Individual Business Dept
Hua Xia Bank
LI Min
Deputy General Manager of Individual Business Dept.
HUAXIA BANK
LI Wen
Vice President of Private Banking Dept.
CHINA MINSHENG BANKING CORP
He Gang
Head of Private Banking Dept.
SHANGHAI PUDONG DEVELOPMENT BANK
Shirley Shen
Managing Director
China International Capital Corporation Limited
Emmanuel Roulin
Head of Business Development,Asia Pacific,
LOMBARD ODIER
Liang Yue
Chair of Board & President
HANG TANG WEALTH
YAN Zongcheng
Secretary General
CHINA ASSOCIATION OF REAL ESTATE FUND
Zhang Mingeng
Chairman of Board & President
CHINA GRAND FUND CO., LTD.
Gan Meilan
Managing Partner-Real Estate Fund
PRAX CAPITAL
Zhu Can
Chair of Board & CEO
SINVO CAPITAL
Tao Yonghui
Managing Director & CIO of Hedge Fund
HARVEST FUND MANAGEMENT CO., LTD.
Hao Wang
Senior Partner
Ray Yin & Partners P.R.C. Lawyers
Xu Ling
President
HAITONG FUTURES
Johnson Chng
Managing Partner-Greater China
A.T.Kearney
Victor Leung
Partner
Kleiner Perkins Caufield & Byers China
Percy Chan
General Manager of Wealth Management Department
Bank of East Asia (China) Ltd.
Roman Shaw
Founding Partner
DT Capital Partners
Fred Hong
Senior Investment Advisor
China Minsheng Banking Corp., Ltd
Ian Devereux
Partner
Stephenson Harwood
Hsiao-Yun LEE
CEO (China)
SOCIETE GENERALE Private Banking
Lv Yimin
General Manager
SDIC TRUST CO., LTD.
Kristine Ung
Group Head of HNW / IFAs & Brokerage
AIA GROUP
YING Hua
Vice President
SHANGHAI INTERNATIONAL TRUST CO., LTD.
Jane Lee
General Manager
Beijing Sino-Canada Mercan Investment & Consulting Co., Ltd
Kingston Lai
CEO
Asia Bankers Club
Wendy WENG
Chief Representative China
GUERNSEY FINANCE
Hong YAN
Professor of Finance at Shanghai Advanced Institute of Finance (SAIF), Associate Director at China Academy of Financial Research (CAFR)
Shanghai Jiao Tong University
Wang Wei
Chairwoman & President
RHINE WEALTH
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
Media Partners
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Organizer
Supporters
Strategic Partner
Endorsers
Sponsors
    Bronze Sponsor
    Presentation Sponsor
    Brain Storm Sponsor
    Marketing Partner
    Fine Wine Sponsor
    Partial Previous Sponsors


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