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(End)The 10th Annual Wealth Management and Private Banking Asia 2016


The 10th Annual Wealth Management and Private Banking Asia 2016


December 1st-2nd

Shanghai China


The 10th Annual Wealth Management and Private Banking Asia 2016, takes place on December 1st-2nd, 2016 in Shanghai China. The annual event brings together leading private banks, family offices, wealth management institutions, trust companies, law firms and consulting firms from China and APAC to discuss issues of business cooperation, cross-industry and cross-border comprehensive services and discretionary portfolio mandates, as well as technology innovation in wealth management, etc. As China’s leading private banking events’ organizer, we believe the annual convention will consistently provide a great platform to share professional insights and catch business opportunities for all market players.


Conference Overview

China enters its economic “New Normal” along with the continuous evolution of RMB internationalization and devaluation. It creates an uncertain environment for high net worth individuals and financial institutions. Weak wealth protection, insufficient regulatory oversight, commercial dispute and divorce risk, as well as levy of legacy duty add pressure to the wealth management industry. Nevertheless, the number of HNWI clients keeps growing. According to BCG statistics, the total amount of personal investable assets increased to USD 17 trillion in China by the end of 2015 and reaches USD 30 trillion by 2020 as predicted. While private wealth in Asia is growing faster than other regions, China becomes one of the biggest wealth management markets for HNWIs and UHNWIs.

Since commencement in 2007, China’s wealth management and private banking has developed an impressive spectrum of products and services. However, the penetration of private banking service reaches only 8% in China’s HNWIs and UHNWIs. China’s private banks and wealth management institutions still need to increase the number of HNWI clients and satisfy their needs with international, digital and cross-industry comprehensive services. Market booms make global network establishment, family office business development and online platform upgrade the most challenging tasks to all players.

The 10th Annual Wealth Management and Private Banking Asia 2016, takes place on December 1st-2nd, 2016 in Shanghai China. The annual event brings together leading private banks, family offices, wealth management institutions, trust companies, law firms and consulting firms from China and APAC to discuss issues of business cooperation, cross-industry and cross-border comprehensive services and discretionary portfolio mandates, as well as technology innovation in wealth management, etc. As China’s leading private banking events’ organizer, we believe the annual convention will consistently provide a great platform to share professional insights and catch business opportunities for all market players.

(End)The 10th Annual Wealth Management and Private Banking Asia 2016
Conference Organizer / Organizer

Shine Consultant

Shine Consultant was founded in 2005, known as Global Leaders Institute before. As a leading international business summit producer and operator, it is committed to providing a communication platform and strategic industry information for business giants.Shine Media organizes over 40 international business summits each year, bringing together the key issues of concern to strategic managers and many political and business elites. It has become an indispensable platform for global business leaders.Based on its superior social resources, Shine Media now has a senior advisory group and committee of experts composed of government officials, renowned experts and senior academics. It has also established a strategic cooperative relationship with about a hundred authoritative organizations, including many famous media.We focus on industries as: Oil & Gas, Finance & Investment, Transportation & Logistics, Telecom Media, Pharma, Manufacturing & Supply Chain, Trade & Tourism, and Real Estate. www.shine-consultant.com

Guidance / co-sponsor / support
  • AIWM
  • CAIA Association
  • CIFA Foundation
  • Pathik GUPTA
    Pathik GUPTA Asia Head Scorpio Partnership
  • KANG Chaofeng
    KANG Chaofeng 财富产品投资策略部执行总经理 Ping An Trust
  • Nick Yim
    Nick Yim Head of North East Asia Region, Private Wealth Man Goldman Sachs
  • Jacky Tang
    Jacky Tang Head of Portfolio Management Group Goldman Sachs
  • David HE
    David HE Partner and Managing Director The Boston Consulting Group
  • Steven ZHANG
    Steven ZHANG Chief Economist Morgan Stanley Huaxin Securities
  • Rupert HOOGEWERF
    Rupert HOOGEWERF Chairman/Chief Researcher Hurun Report
  • Jack Ni
    Jack Ni Co-Chairman of the Board of Directors and CEO Jupai Holdings Limited
  • Zhang Jialin
    Zhang Jialin President ZIPAIYI

(End)The 10th Annual Wealth Management and Private Banking Asia 2016

  • ZIPEIYI—Keynote Sponsor
  • AVIC TRUST—AD Sponsor
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/
    Chief Financial Media Partner:Caixin.com
    发布时间: 2014 - 11 - 08
    Caixin.com is a must-read for understanding China's financial and business world, with multimedia products that integrate news, information, opinion and analysis and spurs further interaction. It offers around the clock, high-quality and original content from an objective and professional perspective, and serves elite audiences in political, financial, business and academic circles. http://www.caixin.com
    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
    Special Treasury Management Media Partner:Treasury Management International
    发布时间: 2016 - 09 - 13
    Treasury Management International (TMI)launched in 1992 by Robine Page, is a well respected and independent voice in the treasury world, renowned globally for its sharp editorial focus and breadth of opinion. With real experience from practitioners, TMI showcases topical, pragmatic solutions and strategic insights providing valuable materials for all practitioners, from experienced treasurers and CFOs to those new to the profession. TMI has been recognized by over 31 national treasury associations (NATs) worldwide as the publication of choice for their members, notably TMI is the exclusive publication for 21 treasury associations that comprise The European Association of Corporate Treasurers(EACT).http://www.treasury-management.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: Fortune Today
    发布时间: 2016 - 09 - 13
    "Fortune Today" is a financial news magazine which is national public offered, "independent, professional and objective" are the magazine's editor thoughts. Our magazines always deeply report events and forefront achievements in the wealth management industry of China's capital market,and scientifically analyze the development trend of wealth and wealth creation logic.The contents of our magazines cover private banks, insurances, trust companies, funds, asset management companies and other financial sectors, as well as some listed companies, finance companies and other equity firms. Our readers is mainly composed of those senior managers working in financial institutions and high net worth Chinese people.2014 is a year that our new "Fortune Today" was born. No...
    Media Partner:Retail Banking
    发布时间: 2016 - 09 - 13
    《Retail Banking》founded in January 2010,In the context of domestic banking business model transformation, the retail banking business has become the development direction of the next decade.《Retail Banking》 devoted to introduce Global wealth management wisdom for reference to cultivating China's retail banking elite. http://www.cfetc.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:Eurekahedge
    发布时间: 2016 - 09 - 13
    Launched by financial professionals in 2001, Eurekahedge’s proven track record spans over a decade - setting us apart as the world’s largest independent data provider and alternative research firm specialising in hedge fund databases covering North America, Europe, Asia and Latin America. Headquartered in Singapore with offices in New York and Cebu, the global expertise of our research team constantly adapts to industry changes and needs, allowing Eurekahedge to develop and offer a wide array of products and services coveted by accredited investor groups, financial institutions and media sources. In addition to market-leading hedge fund databases and analysis, Eurekahedge’s other business functions include hedge fund publications, due diligence services, investor services, and an analytica...
    Media Partner:Savvy Investor
    发布时间: 2016 - 09 - 13
    Savvy Investor www.savvyinvestor.net is a free research library for wealth managers, private bankers and global institutional investors. We curate the best investment research from around the world, includingarticles on wealth management andresearch on private banking. We also list the world’s best conferences for wealth managers. Visit today and join over 10,000 investment professionals who have registered worldwide.www.savvyinvestor.net
    Media Partner:Global Flying
    发布时间: 2016 - 09 - 13
    Global Flying Magazine (GFM) was founded in 2007.It is published by the Beijing Municipal Bureau of Sports, Sports Vision Magazine and Evergo Media.GFM is committed to produce the premium Private Aviation magazine in China. Taking sharing of aviation & exquisite life as the ultimate objective, GFM focuses on creating the most valuable communication platform in China. GFM is always dedicated to provide the full range of excellent experience to Chinese elites who pursue a sublime and carefree lifestyle. http://www.globalflyingmagazine.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:Netcoc.com
    发布时间: 2016 - 09 - 13
    Global Network of Chambers of Commerce (Netcoc.com, Full Name: Shanghai Network of Chambers of Commerce Co., Ltd.) is an incorporated company established in 2009 and listed on National Equities Exchange and Quotations in May 2015 (Stock name: Network of Chambers of Commerce, Stock Code: 832480). It is the only listed company with the network among chambers of commerce as its core business in China. Group.netcoc.com is one of our products which is an online platform for global chambers of commerce and business associations to build self-media “We-Chambers” based on cloud technology. It establishes a trans-chambers digital media platform, promoting communication among members and providing community marketing and finance services. http://www.netcoc.com
    Media Partner: Finegreat Finance
    发布时间: 2016 - 09 - 13
    Finegreat Finance new media is committed to providing content of the depth of interpretation and analysis on stocks, futures, funds, finance products and other areas for investors. Since its establishment has gathered many well-known experts in the field of finance, training a number of opinion leaders, with its high-quality content gathered a large number of high net worth investors. http://finegreat.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: Huodongjia.com
    发布时间: 2016 - 09 - 13
    Huodongjia is a professional conference platform for query and registration , gathered with various of different industies quality meetings. Each year more than 100,000 business meetings released here, and millions people buy tickets for their target event in huodongjia. It creates a new conference information platform and provides services of conference release, marketing, conference sharing, live video, live conference, guest presentations, lecture notes and others which offers the opportunities to those who are in demand of meeting with the industry elites. Make a need for people to meet the industry's elite. To find a meeting ,please visit www.huodongjia.com
    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
Travel & Stay
InterContinental Hotel Pudong Shanghai
China 's Shanghai Pudong New Area, Zhang Yang Road No. 777
For more conference information, please contact Ms Sun(Angela Sun)
Tel: 86 21 5242 8067 Email:Angela.Sun@shine- consultant.com
(End)The 10th Annual Wealth Management and Private Banking Asia 2016WeChat
(End)The 10th Annual Wealth Management and Private Banking Asia 2016Brief Introduction