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The 17th Annual Wealth Management Asia & Family Wealth Inheritance Forum

The 17th Annual Wealth Management Asia & Family Wealth Inheritance Forum


Time: Apr. 15th-16th, 2020 

Address: Shenzhen, China

Theme: The Future has Arrived, the Originality as Original


The 17th Annual Wealth Management Asia & Family Wealth Inheritance Forum will be held on Apr.15th-16th in Shenzhen. More than 200 high-level leads and professionals coming from the government and association, family offices, private banking, trust firms, wealth management and asset management institutions will have in-depth discussion How to stay true to their original aspiration and work together to promote sustainable development of the wealth management industry.

Conference Overview

【Background】

In the past five years, the phenomenal pace of wealth creation in China and Asia has presented huge opportunities for wealth management institutions. On the other hand, after the issuance of the Guiding Opinions on Regulating the Asset Management Business of Financial Institutions (the New Rules), the industry is in the storm alone walk alone. In the process of market washing, some of them have been blocked, some have disappeared, and some have risen, more and more financial institutions are forced to transforming period. What kind of wealth management pattern will be formed after that? And how much potential does the $150tn wealth management market still have?

 

In this background, the 17th Annual Wealth Management Asia & Family Wealth Inheritance Forum hosted by Shine Consultant will be held on Apr.15th-16th in Shenzhen. This annual will gather more than 200 high-level leads and professionals coming from the government and association, private banking, family offices, wealth management and asset management institutions, trust, securities firms, Fintech companies to have in-depth discussion the evolution of Asia wealth management market and the future development of family offices in China. How to stay true to their original aspiration and forge an innovative spirit in a complicated environment, and then work together to promote sustainable development of the wealth management industry.


【Features


The 17th Annual Wealth Management Asia & Family Wealth Inheritance Forum



【Key Issues】


The 17th Annual Wealth Management Asia & Family Wealth Inheritance Forum



Target Industries


The 17th Annual Wealth Management Asia & Family Wealth Inheritance Forum


【Target Positions】


The 17th Annual Wealth Management Asia & Family Wealth Inheritance Forum


【Past Key Sponsors】

The 17th Annual Wealth Management Asia & Family Wealth Inheritance Forum


Past Key Speakers】


The 17th Annual Wealth Management Asia & Family Wealth Inheritance Forum


Event Organizer

The 17th Annual Wealth Management Asia & Family Wealth Inheritance Forum

The 17th Annual Wealth Management Asia & Family Wealth Inheritance Forum
Conference Organizer / Co-Organizer

The 17th Annual Wealth Management Asia & Family Wealth Inheritance Forum

Guidance / co-sponsor / support
<
  • The Chartered Alternative Investment Analyst (CAIA) Association
  • Association of Private Bankers in Greater China Region
  • General Description of Association of Family Offices in Asia
>
Speakers
  • Andrew Yen Founder Panhe Family Office
  • Anand Batepati Co-founder and Portfolio Manager at GFM GFM Asset Management
  • Frederick Chu Head of ETFs, China Asset Management (Hong Kong) China Asset Management (Hong Kong) Ltd
  • Terry Lu Managing Partner of Hangking Family Office, chief Hangking Family Office
  • Andy WANG Managing Director Family Office
  • Jimmy Mak Senior Partner Grand Consulting
  • YING Song Founder/Chairman/CEO YouMyWealth
  • Laura LUI Partner & co-Chief Investment Officer Premia Partners
  • Eva LAW Founder & Chairman Asia Co-Investors Club 丨Association of Private Ban...
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    CAIA
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    CAIAhttps://caia.org/The 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 introductio...
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    Family Officewww.familyofficemag.comFamily Office Magazine is the most respected premium quality amily Office magazine in the world that caters to an ultra-wealthy audience of Family Office Members and Principals who make up the wealthiest and most influential sector in the world. Family Office Magazine is a quarterly publication and is the world leading Family Office publication that reaches 28,000 influential ultra wealthy readers in over 90 countries. We have over 700 guest writers who contribute regular articles for Family Office Magazine.This is the predominant publication within the Family Office and UHNWI International Community. The publication is an authority on Family Office news and events and has contributions and articles from some of the Worlds most prominent Family Offices, ...
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    发布时间: 2019 - 10 - 18
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    PRIVATEBANKING.COMwww.privatebanking.com/The 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. We invite you to join the FINANCE LOUNGE and gain access to business insights and new connections across the globe: Please register a...
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    发布时间: 2019 - 10 - 18
    Caproasia.comwww.caproasia.comCaproasia.com is the leading financial media platform in Asia covering capital market, investments and private wealth in Asia. The users are financial professionals, professional investors, CEOs & Entrepreneurs and UHNWs and HNWs. Collectively they manage, advise and invest more than $25 trillion assets in Asia.Visit Caproasia.com
    中亿财经网
    发布时间: 2019 - 10 - 18
    中亿财经网
Agenda
Travel & Stay

Lynsey LI 

TEL: 86 21 5242 8125

EMAIL: lynsey.li@shine-consultant.com