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(End)The 12th Annual wealth management and private banking asia 2017


The 12th Annual Wealth Management and Private Banking Asia 2017


November 15th-16th

Shanghai China


this event will be attended by leaderships from wealth management, private banks, securities companies, trust companies and insurance companies, and on the conference, new trends of Asia wealth management market will be analyzed in the tight regulatory situation along with the problems to be solved.

Conference Overview


The 12th Annual wealth management and private banking asia 2017

The 12th Annual wealth management and private banking asia 2017



The 12th Annual wealth management and private banking asia 2017


The 12th Annual wealth management and private banking asia 2017




Event Organizer

The 12th Annual wealth management and private banking asia 2017

Shine Consultant (Formerly the Shine Media) is a progressive business media, serving clients from around the world. We offer a comprehensive product mix, ranging from summits, business to business conferences, and trade shows to made-on-demand specialty seminars. By bringing business communities together, in person, in print or online, we help decision-makers to get ahead of the curve on emerging issues, make key connections, and reach out to new customers. As for financial industry, by far we have presented the following events series with influential partners: 9 of Payment China Summit, 2 of Asia Family Wealth Management,9 of Private Banking Asia, 3 of Asia Trade Finance Summit, 3 of Global Asset Management China, etc. 

(End)The 12th Annual wealth management and private banking asia 2017
Conference Organizer / Co-Organizer
Guidance / co-sponsor / support
  • AIWM
  • CAIA Association
  • Ray Chou,周之行 Partner Financial Services Practice of Oliver Wyman
  • YANG Chengxin,杨诚信 Deputy GM of Private Banking Dept. INDUSTRIAL AND COMMERCIAL BANK OF CHINA
  • Lian Zhaofeng,廉赵峰 CIO of MachineGene Investmen China Merchants Bank
  • Thomas Deng,邓体顺 UBS Wealth Management
  • Frank WANG,王人雄 Senior Vice President, Private Banking Department SOCIETE GENERALE CHINA LIMITED SHANGHAI BRANCH
  • GUI Zefa,桂泽发 vice president at Private Bank Center Bank of Communications China
  • JIANG Mingzhe,蒋明哲 assistant to GM of Private Client Dept China Merchants Securities
  • SHI Yan, 石岩 Deputy GM, GM of Sales & Trading Dept. SHENWAN HONGYUAN SECURITIES
  • Alvin Lee Group Head of Wealth Management Maybank
  • Sun Ning 孙宁 President of Private Banking Agricultural Bank Of China
  • Harry Qin 秦政 Consulting Wealth & Asset management lead partner PwC China
  • Zhang Ying 张颖 Assist. to GM at Family Wealth Management Dept. CHINA FOREIGN ECONOMY AND TRADE TRUST (FOTIC),
  • LIU Gaopang 刘高庞 General Manager, Brokers Dept. PING AN Securities
  • Jennifer Zeng 曾丽春 Partner Bain & Company
  • Cai Rurong 蔡汝溶 General Manager, Family Office & Charitable Trust SHANGHAI TRUST
  • Bao Xixuan 鲍锡璇 Managing Director Founder Securities
  • Rupert HOOGEWERF Chairman/Chief Researcher Hurun Report
  • KANG Chaofeng 康朝峰 Managing Director of Wealth Product Investment Dep Ping An Trust
  • John Wang 王志伟 Partner PwC
  • Philippe Legrand CEO and Founder London and Capital Asia Limited
  • SIT Fong Managing Director China John Paul
  • Kelvin LAI Executive Deputy General Manager Family Office NOAH Wealth Management
  • PENG Wei Deputy GM Wealth Management Dept., CICC
  • LIU Yun Head of the Private Banking Sector AVIC Trust Co., Ltd.
  • JIANG Yan Assistant President Chang'An Trust
  • Edward LU Head of Family Office (HongYun Legacy) Manulife-Sinochem
  • Wenny LU Senior Vice President Manulife-Sinochem
  • REN Geng Bancassurance Director CITIC-Prudential Life Insurance Company Ltd.
  • SHEN Junfan GM, Investment Strategies, Private Banking PingAn Bank
  • John Paul
  • Lang Fu Consulting Service (Beijing) Co.Ltd 朗福私人财富
  • Pu Xin Asset Management Co. Ltd 普信资产
  • CITIC-Prudential Life Insurance 中信保诚人寿
  • Manulife-Sinochem 中宏人寿
  • CS Global Partners
  • ZhongyuanTrust 中原信托
  • AVIC Trust Co., Ltd.中航信托
  • Chang’an Trust,长安信托
Cooperative Media
    Strategy Media Partner:Hurun Report
    发布时间: 2015 - 04 - 02
    Hurun Report is a leading luxury publishing and events group, comprising a magazine and active events business targeted at China’s high net worth individuals.Hurun Report’s personal relationships with China’s high net worth individuals provide the basis for its innovative conferences and lifestyle dinners. The Best Things in Life, for example, is a series of lifestyle events, designed as an education platform for luxury brands to meet with China’s high net worth individuals. http://www.hurun.net/
    Asia Wealth Management Strategy Media Partner: Caproasia Online
    发布时间: 2016 - 09 - 13
    Caproasia Online is an E-Magazine for Wealth Managers, Personal Bankers, Private Bankers & Investment Professionals covering topics on:· Industry Research· Career & Learning· Client & Portfolio Management Strategy· Sales & Revenue· Lifestyle, Trends & TechnologyEvery month, more than 8,000 leading Wealth & Investment Professionals in Australia, Singapore, Hong Kong, Malaysia, India, United States, United Kingdom and many more follow Caproasia Online. www.caproasia.com
    Media Partner: China Economic Review
    发布时间: 2016 - 09 - 13
    Published quarterly since 1990, China Economic Review o_ers unparalleled insight into the China business environment. China Economic Review’s formidable editorial and research team reports on and analyzes the huge changes afoot in the country. China Economic Review is available on: Bilingual Quarterly Magazine/ Website/ Mobile Website. www.chinaeconomicreview.com
    Media Partner:Family Office Elite
    发布时间: 2016 - 09 - 13
    Family Office Elite is a well designed and visually stunning magazine and is the premier gateway to an exclusive and ultra-wealthy Family Office audience across all disciplines of the Global Family Office Community.Our publication delivers passionate and creative coverage to the Global Family Office communities. We have contributions and editorials from many of the world's recognized industry experts in wealth management and the Family Office Sector. Family Office Elite Magazine is a must for any serious professional who wants to stay apprised of current trends within this specialist sector.http://www.familyofficeelite.com
    发布时间: 2016 - 09 - 13
    The PRIVATEBANKING.COM wealth industry directory is the financial-industryleading online business development and networking platform focused on Wealth Management and Financial Services. The platform offers effective marketing services and tools designed to achieve high brand recognition, broad visibility and reach to your products and services. Privatebanking.com FINANCE LOUNGE business network is a vibrant and fast growing online community designed to help financial markets professionals to build network, increase visibility and identify and stay in touch with relevant industry experts and customers alike. http://www.privatebanking.com/
    Media Partner: FX168
    发布时间: 2016 - 09 - 13
    FX168 Finance Group,founded in 2001,is a transnational finance group specialized in finance and monetary information,technology and product services.It owns the world's largest Chinese foreign exchange website(www.FX168.com), the world's largest Chinese gold website(www.24K99.com), China's largest futures portal (www.99QH.com) and China's most complete high-end wealth management website(www.2Rich.net), providing comprehensive and timely financial services for international and domestic investors. http://www.fx168.com/
    Media Partner:Cngold.com.cn
    发布时间: 2016 - 09 - 13
    Positioned in professional gold and forex portal web,Cngold.com.cn provides high quality of gold and forex infomation which is all-round and real time.The net has these sectors:information of gold and forex,trend chart,price center,econimic calendar and columnists'view.With the continuous improvement of the service the web offers,it has evolved into a comprehensive gold & forex portal that integrates information,data,trend,quote and service.http://www.cngold.com.cn/
    Media Partner:99 Futures website
    发布时间: 2016 - 09 - 13
    The largest futures portal website in ChinaThe website has included the information of all the current futures in China. Based on the information and data of foreign exchanges, the website has set the position analysis system that is the most valuable and the analysis tools of online information and provided the real-time news and information which covers global macroeconomics, stocks, funds, fixed income security, derivatives, commodities and foreign exchange market. Meanwhile, it is also the major media partner of such as Forum of Analyst of Chinese Futures, Shanghai International Forum of Futures,International Futures Convention of China (Shenzhen) and industrial forums of international mining, international fuel and oil, finance and investment. www.99QH.com
    Media Partner:etnet
    发布时间: 2017 - 08 - 08
    ET Net News Angency was founded in 1994, it is one of the major business units in Hong Kong Economic Times (HKET) Group (HK Listed Code:00423). ET Net is the major vendor at Banking and Finance Sectors including real-time financial news and quotes. ET Net has been recognized as a market leader in financial service industry.  http://www.etnet.com.cn/
    Media Partner:euromonitor international
    发布时间: 2017 - 08 - 08
    Euromonitor International is a global market research company providing strategic intelligence on industries, companies, economies and consumers around the world. Comprehensive international coverage and insights across consumer goods, business-to-business and service industries make our research an essential resource for multinational companies and small– and medium–sized businesses.Clients in more than 106 countries rely on Euromonitor International for actionable solutions supporting decisions on how, where and when to grow their business. Our independent view of the business environment, competitive landscape and industry growth drivers help validate strategic priorities, redirect assumptions and uncover new opportunities. Our on-the-ground research analysts around the world leverage t...
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For more information, please contact :


Tel: 86 21 5242 8078

Email: iris.wang@shine-consultant.com