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The 16th Annual Wealth Management & Private Banking Asia

The 16th Annual Wealth Management & Private Banking Asia


Time:Dec. 11th-12th, 2019

Address:Shanghai · China

Theme:Gaining Long-Term Advantages in Change


16th Annual Wealth Management & Private Banking Asia will be held on Dec.11th-12th in Shanghai. More than 200 high-level leads and professionals coming from the government and association, private banking, family offices, wealth management and asset management companies, trust, securities firms will have in-depth discussion how to build long-term advantage in the market transition.

Conference Overview

【Background】


China Private Banking 2019 points out that China's economic environment is facing unprecedented challenges in recent years. Since the impact of the new asset regulations, the business model and competitive pattern of wealth management will be reconstructed, and the demand for wealth management of China's HNWs is undergoing structural changes.For private banks and other wealth management organizations, how to seize the opportunitiesand steady developin the evolving regulatory markethas been an important topic from now on.

 

In this background, the 16thAnnual Wealth Management & Private Banking Asia hosted by Shine Consultant will be held on Dec. 11th-12th in Shanghai.This annual will gather more than 300 high-level leads and professionals coming from the government andassociation, private banking, family offices, wealth management and asset management companies, trust, securities firms, fintech companies to have in-depth discussion how to stick to the source in the market transition, grasp the development opportunity through innovation, and then building long-term advantage.


【Features


The 16th Annual Wealth Management & Private Banking Asia


【Hot Topics


The 16th Annual Wealth Management & Private Banking Asia


The 16th Annual Wealth Management & Private Banking Asia

Part of Previous Speakers


The 16th Annual Wealth Management & Private Banking Asia


Part of Previous Sponsors


The 16th Annual Wealth Management & Private Banking Asia


Event Organizer

The 16th Annual Wealth Management & Private Banking Asia

The 16th Annual Wealth Management & Private Banking Asia
Conference Organizer / Co-Organizer

The 16th Annual Wealth Management & Private Banking Asia

Guidance / co-sponsor / support
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  • TSFF
  • SVCA(新加坡风险投资与私募股权协会)
  • CAIA(特许另类投资分析师协会)
  • AFO(亚洲家族办公室协会)
  • APB(大中华地区私人银行家协会)
>
Speakers
  • Tao Teng Managing Director of Greater China Financial Servi Accenture
  • Enoch Fung Head of Market Development Division Hong Kong Monetary Authority (HKMA)
  • Leo Shen China Wealth Leader Mercer
  • Laura Lui Partner and co-Chief Investment Officer Premia Partners
  • Tong Xiaohua General Manager of Wealth Management Dept China Merchants Securities Shanghai Branch
  • Sylor Wang Partner, CIO, Managing Director of Family Fund PANHE Family Office
  • Zhang Yong Founder & Chairman Deyu Family Office
  • Frank Wang Senior Vice President of Private Banking United Overseas Bank
  • Jimmy Mak Senior Partner Grand Consulting
  • Eva Law Founder & Chairperson Association of Family Office In Asia丨Association o...
  • Ying Song Founder/Chairman/CEO YouMyWealth
  • Alfred Shang Founding Partner BitRock Capital
  • Ray Chou Partner Oliver Wyman
  • Lv Hui Head of Private Wealth Planning and Family Office CreditEase
  • Zhou Ligao Chief Risk Officer Noah Wealth Management
  • Mu Guochao Director, Wealth Management Headquarters China Resources SZITIC Trust Co.,Ltd
  • Yu Jun General Manager of Family Office Hang Tang Wealth
  • Chen Qiao Vice General Manager of Wealth Management Dept. CITIC Trust
  • Oliver Chiu Chief Economist丨Executive President NEO CAPTIAL | NEO FUND |NEO WEALTH
  • Li Jiaqi Executive Director of Wealth Management Dept. CICC
  • Bruce Kang Vice President丨Chairman Xinhu Wealth Management Co,Ltd.Zhongzhi Global Fam...
  • Will Way Wang Managing Director & Global Partner Inheliance Asset Management Ltd | CAIA Associ...
  • YU Hongdan General Manager Assistant of Private Banking Dept. China CITIC Bank
  • Cecilia SHUM Executive Director丨Head of Geater China & North As Bank of Singapore
  • Jeffrey PENG Managing Director, Head of Wealth Management China Deutsche Bank
  • GUI Zefa Vice President of Private Banking Center Bank of Communications
Sponsor
  • 有为国际资产管理有限公司
Cooperative Media
    CAIA
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    CAIAThe Chartered Alternative Investment Analyst (CAIA) Association, a non-profit organization founded in 2002, is the world leader in alternative investment education.  The CAIA Association is best known for the CAIA Charter®, an internationally recognized credential granted upon successful completion of a rigorous two-level exam series, combined with relevant work experience.  Earning the CAIA Charter is the gateway to becoming a member of the CAIA Association, a global network of almost 10,000 alternative investment leaders located in 95+ countries, who have demonstrated a deep and thorough understanding of alternative investing. CAIA also offers the Fundamentals of Alternative Investments certificate program, an online course that provides an introduction to the core con...
    Family Office
    发布时间: 2019 - 10 - 18
    Family OfficeFamily Office Magazine is a widely distributed and visually stunning magazine that is a premier gateway to the Family Office and HNWI International Community. The publication is an authority on Family Office news and has contributions and articles from some of the Worlds most prominent Family Offices, Private Banks and Wealth Management Firms.
    savvy investor
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    PRIVATEBANKING.COM
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    PRIVATEBANKING.COMThe PRIVATEBANKING.COM wealth industry directory is the financial-industry 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 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.
    Caproasia.com
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    Caproasia.comCaproasia.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.
    Use
    发布时间: 2019 - 10 - 18
    UseUse, a leading provider of information and data on trust and asset management industry in china, was founded in August 2003. It provides high standard valuable services to relevant sectors and HNWIs (High net worth people) by integrating information, expertise, opinions and online to offline ( O2O ) in one service system.'YongYi' is taken from the English word 'use', which is pronounced as 'You Si' in Chinese means to utilize and take advantage of something. It originated from a kind of land use pattern appearing in The United Kingdom after the 13th century. According to the 'usufruct system', the landowner transfers the land to another person, but the proceeds of the land belong to the third party. The system of usufruct is considered to be the prototype o...
    cngold
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    cngold
    证券市场红周刊
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    Weekly On StocksWeekly 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.
    中亿财经网
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    中亿财经网
    FX168 Finance Group
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    About FX168 Finance Group FX168 Finance Group(www.FX168.com)is a well-known supplier providing the composite services included 24H professional and real-time financial news, real-time financial data, investment education and training, financial events and brand promotion. It’s based in Hong Kong , Shanghai, Beijing, Shenzhen, Suzhou of Greater China, Vancouver of North America and London of Europe. Our business involves 35 major investment markets in the world. With more than one thousand institutional partners, our service targets for 200 million investors in China and 50 million Chinese worldwide. With several professional operating departments and four business groups, including FX168 Newspaper Centre(Hong Kong), FX168 Finance College, FX168 Finance Institute and FX168 Event Planni...
    ET Net News Angency
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    ET Net News AngencyET 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.
    TreasuryChina
    发布时间: 2019 - 10 - 18
    TreasuryChina TreasuryChina is an integration service agency focusing upon general treasury field, such as cash management, risk management and corporate finance, etc. It devotes itself to spread advanced treasury management concepts and best practices, enhances the professional abilities of practitioners, and leads your organizations to success. Established in 2005, TreasuryChina has obtained great recognition from domestic and overseas professional. It has got long-term cooperation with mainstream commercial banks and financial services institutions at home and abroad, and provides them with various propaganda and promotional services. TreasuryChina has several service brands such as TreasuryChina Magazine, Treasury Network, Treasury Conference, TreasuryChina Institute.
    Hurun Report
    发布时间: 2019 - 10 - 18
    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.
    JPM.cn
    发布时间: 2019 - 10 - 31
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    支付圈
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    Interfax
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    Interfax Group is a leading provider of critical information on Russia, China and emerging markets of Eurasia, serving the diverse needs of investors, corporations, financial professionals and the media. Interfax provides about 100 specialized information services, supplying weekly and daily intelligence reports with industry analysis, business information, real-time news, market data and ratings and credit reports. The leader in the CIS, the Interfax Group has a global operational network, with over 1000 staff daily turning out over 3000 stories from over 70 bureaus worldwide. We've covered Banking & finance, oil & gas, energy, power, mining & metals, food & agriculture, pharmaceutical & health sciences, telecoms media technology (TMT), Insurance, in addition to many o...
Agenda
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For More Information, please contact us
Liz LI
T: +86 21 52428152  
E: 
The 3rd ASEAN Rail Summit 2019liz.li@shine-consultant.com