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(End)2018 The 14th Annual Wealth Management & Private Banking Asia

The 14th Annual Wealth Management & Private Banking Asia 2018

Time: Dec. 6th-7th, 2018

Address : Shanghai · China

This event will provide a platform for private banks and wealth management to explore hot issues including Wealth management innovation, the impact of Sino-US trade war on overseas investment and global asset allocation, how to strengthen capability of active investment management, family wealth management and etc.

Conference Overview


After the new regulations were issued, private banking and wealth management industry will enter a new period of regulation adjustment, returning to the origin of asset management. The wealth management market will also face the opportunities and challenges brought by the global economic environment and the domestic regulatory environment. In order to meet the requirements of new regulations and follow the trend of market development, the wealth management industry will pay more attention to the transformation of wealth management, investment research, core competitiveness of asset management, client segmentation and comprehensive service capabilities to further enhance the comprehensive service capabilities of wealth management. 

Accordingly, this event will provide a platform for private banks and wealth management to explore hot issues including Wealth management innovation, the impact of Sino-US trade war on overseas investment and global asset allocation, how to strengthen capability of active investment management, family wealth management and etc.

【Key issues】

>>How to Innovate and Development in the New Regulation Environment

>>Enhance Business Synergy to Enhance Capabilities of Cross-Border Service

>>Global Asset Allocation Strategies in China-US Trade War

>>How to Provide Integrated Investment and Financing Services for UHNWIs  

>>Transformation in private banking: Specialization, Integration, and Personalization

>>How to Conduct Differentiated Positioning and Characteristic Management of Private Banking in City Commercial Banks

>>Explore the consulting service model of wealth management institutions

>>Strengthen Capabilities of Active Investment Management to Upgrade the Core Competitiveness of Wealth Management

>>Strategy Upgrade and Transformation of Private Banking in the Context of New Regulations

>>Prospects and Development Trends of Family Trust Business

>>How Do Securities Companies Seize Opportunities in Wealth Management Market?

>>How to Improve Wealth Management Expertise with Artificial Intelligence 

>>How Does AI Promote the Transformation of Wealth Management?

>>Intelligent Marketing and Intelligent Risk Control of Wealth Management Based on Big Data

【Who should attend】

2018 The 14th Annual Wealth Management & Private Banking Asia

【Key speakers in past events】

2018 The 14th Annual Wealth Management & Private Banking Asia

Key sponsors in past events

2018 The 14th Annual Wealth Management & Private Banking Asia

Event Organizer

2018 The 14th Annual Wealth Management & Private Banking Asia

(End)2018 The 14th Annual Wealth Management & Private Banking Asia
Conference Organizer / Co-Organizer

2018 The 14th Annual Wealth Management & Private Banking Asia

Guidance / co-sponsor / support
  • RegionGeneral Description of Association Private Bankers in Greater China RegionGeneral Description
  • General Description of Association of Family Offices in Asia
  • GUI Zefa vice president Private Banking Center of Bank of Communications
  • Kang Chaofeng Managing Director PingAn Trust
  • Xiao Shang Senior Vice President CreditEase Wealth Management
  • Jacky TANG Head of the Portfolio Management Group PMG
  • Jiaqi LI Executive Director China International Capital Corporation Limited
Cooperative Media
    Hurun Report
    发布时间: 2018 - 10 - 22
    About Hurun Report Inc. Nobody Knows China’s Rich Better! Established as a research unit in 1999 by British accountant Rupert Hoogewerf, Hurun Report Inc. has grown into a leading media and research house based in Shanghai, China, best-known for its rankings of the richest people in China, India and the rest of the world. Hurun Report Inc. has four divisions: Hurun Report Media, a stable of digital media and four magazines; Hurun Research Institute; Hurun Conferences, an active events division targeting entrepreneurs and high net worth individuals; and Hurun Investments, a US$20m early stage venture capital fund with investments into tech, media, retail and education.  For further information, see www.hurun.net
    发布时间: 2018 - 10 - 22
    Caproasia.com:Caproasia.com is a leading source of information, data, research and resource for financial professionals in Asia.  Collectively, they manage more than $20 Trillion assets in Asia in Private Banking, Wealth Management, Multi-Family Office, Family Office, Fund Management, Asset Management, Insurance, Private Equity and Hedge Funds.More than 14,000 leading Wealth & Investment Professionals in Australia, Singapore, Hong Kong, Malaysia, Indonesia, India, China, United Kingdom and United States visit caproasia.com every month.Visit: www.caproasia.com
    ET Net News
    发布时间: 2018 - 10 - 22
    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.etnetchina.com.cn/
    发布时间: 2018 - 10 - 22
    Our Conference Directory lists a wide selection of the world's top conferences for institutional investors. To include your company's conferences in this listing, email content@savvyinvestor.net. Use the search sidebar to find detailed conference information: specific topics, particular locations, listed conference organizer, or preferred time.  https://www.savvyinvestor.net/
    Family Office Elite
    发布时间: 2018 - 10 - 22
    Family Office Elite is a widely distributed and visually stunning magazine that is a premier gateway to the ultra-wealthy Family Office and HNWI Community. This is a great publication to reach potential funding from the super rich Family Offices and High Net Worth IndividualsSome sample issues on their website www.familyofficeelite.com   Their media Kit is here -  www.ourmediakit.co.uk Email them contact@familyofficeelite.com
    Treasury China
    发布时间: 2018 - 10 - 22
    Treasury China is a service agency focus on treasury finance, media, research, and platforms. We provide media communications, marketing activities, industry analysis, research and consulting, education and training, and data information services.    Website: www.treasurychina.com
    发布时间: 2018 - 10 - 22
    In hubei billion of finance and economics is jia news media co., LTD. Its web site, to make the broad masses of investors to obtain financial information and the experience of transparent financial services at any time and build with content in financial investment, financial analysis and service information platform, the investor education.
    发布时间: 2018 - 11 - 01
    发布时间: 2018 - 11 - 01
    Weekly On Stocks is the leading securities information provider, publisher and service provider in China. The company's headquarter is based in Beijing. It owns magazines, electronic publications, education training and internet service, etc. Founded in 1997, Weekly On Stocks is the only journal designated by the CSRS to disclose the information of listed companies, NO.1 ranked in the national media reading rate investigation conducted by the National Bureau of Statistic in 1998, 1999 and 2000, and one of the top ten financial media named by the American Journal Association in 1999.
    发布时间: 2018 - 11 - 01
    The PRIVATEBANKING.COM wealth industry directory is the financial-industry抯 leading 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抯 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. We invite you to join the FINANCE LOUNGE and gain access to business insights and new connections across the globe: Please register at: http://www....
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