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2019 The 15th Annual Wealth Management & Private Banking Asia

Time: Apr. 24th-25th, 2019

Address : Shenzhen · China


In 2018, the construction of Guangdong-Hong Kong-Macao Greater Bay Area, upgraded to a national strategy, has become a new way to further promote comprehensive opening in the new era. As a window facing to the world with leading position in the Greater Bay Area, Shenzhen has been playing an important role in financial reform and innovation. With deepening development of financial opening, opportunities and challenges coexist.

In this context, how to seize opportunities of development, promote the transformation and development of wealth management with an open, innovative and proactive attitude, accelerate the layout of cross-border business, adhere to the "customer-centric" business philosophy to enhance customer service levels are big issues faced by the industry. Additionally, professional capabilities of asset allocation, financial resources integration to meet diversified needs of HNWIs, such as wealth planning, wealth and family transition, are new requirements for the development of China wealth management and private banking industry.


Conference Overview

【Background】



In 2018, the construction of Guangdong-Hong Kong-Macao Greater Bay Area, upgraded to a national strategy, has become a new way to further promote comprehensive opening in the new era. As a window facing to the world with leading position in the Greater Bay Area, Shenzhen has been playing an important role in financial reform and innovation. With deepening development of financial opening, opportunities and challenges coexist.

In this context, how to seize opportunities of development, promote the transformation and development of wealth management with an open, innovative and proactive attitude, accelerate the layout of cross-border business, adhere to the "customer-centric" business philosophy to enhance customer service levels are big issues faced by the industry. Additionally, professional capabilities of asset allocation, financial resources integration to meet diversified needs of HNWIs, such as wealth planning, wealth and family transition, are new requirements for the development of China wealth management and private banking industry.


【Key Issues】


>Outlook: How to Create an International Wealth Management Center in Guangdong-Hong Kong-Macao Greater Bay Area

>Explore the New Market for Wealth Management by the Strategic Layout of Banking Finance Subsidiary

>The synergy development between bank asset management business and private banking business

>Establish differentiated service model based on private banking business segmentation

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

>How to Build Up Professional Investment Advisors to Deliver Better Asset Allocation Services

Philosophy and Practice of Family Inheritance

>Exploration of Business Development of Private Banking in City Commercial Banks/ Rural Commercial Banks

>Development and Practice of Family and Charity Trust in Foshan Area

>International Experience and Practice of Family Wealth Inheritance in China

>Offshore Family Trust and Cross-Border Property Planning

>Interpretation of CRS and Tax Planning for UHNWIs

>Wealth Management and PE Investment

>Trends and Strategies of Overseas Hedge Fund

>Trends and Strategies of FOF for wealth management


Who should attend

2019 The 15th Annual Wealth Management & Private Banking Asia

Key speakers in past events

2019 The 15th Annual Wealth Management & Private Banking Asia


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2019 The 15th Annual Wealth Management & Private Banking Asia

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2019 The 15th Annual Wealth Management & Private Banking Asia

2019 The 15th Annual Wealth Management & Private Banking Asia
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