We were delighted to host our annual China Wealth Management Forum 2015 in Shanghai - where senior practitioners discussed the trends, issues, opportunities and challenges for the industry.

Thank you to everyone who participated, and to our sponsors.

Nov 26

China Wealth Management Forum 2015

Ritz Carlton, Shanghai, China

Featured Partners
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A community of leading organisations within Asian Wealth Management

Featured speakers
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Senior figures in Asian Wealth Management are speaking at this event

Chris Powers

Z-Ben Advisors

Peter Golovsky

Amicorp Group

Jennifer Lai

Henley & Partners

Johnson Chng

A.T. Kearney

Why you should attend Hubbis events

Connect

Connectivity across Private Banking, Independent Wealth Management, Retail Banking, Asset Management, Insurance, Technology, Professional Services and other communities.

Learn

Find out how the industry can develop further & lessons it can learn from elsewhere. Improve skills and knowledge through a practical, enjoyable and interactive learning experience.

Enjoy

Hubbis events are not only consistent, relevant, engaging and unique but also highly positive, and fun experiences.

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Event Agenda
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  • 8.40am

    Registration

  • 9.00am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.10am

    Panel discussion - Enhancing China’s wealth management capability and capacity

    • How big is the opportunity in China for wealth management? Is this growth sustainable?
    • What motivates banks to want to do wealth management in the first place?
    • Where do banks and other players most need to invest in their platforms to build long-term and sustainable businesses?
    • How can you develop a brand in such a competitive market?
    • What's the motivation for Chinese to offshore their wealth?
    • How do you develop and design a proposition relevant for China?
    • What's the opportunity for the growth in professional services?
    • How are the barriers coming down to investing offshore? What is the most relevant product set to provide diversification and offshore investing?
    • What direction are regulators and the government likely to take the market?
    • Many asset management companies find it difficult to get partnerships in China. How can they overcome these hurdles?

    Speakers

    Danny Howell

    Managing Director, Head of Offshore Wealth Management

    CreditEase

    Larry Cao

    Director - Content, Asia Pacific

    CFA Institute

    Mark Ni

    Partner, Tax and Business Advisory Services, Deloitte Private

    Deloitte

  • 9.50am

    Presentation - The future of fiduciary services in private banking

    Peter Golovsky

    Managing Director, Global Head of Institutional Sales

    Amicorp Group

    • State of play in the global trust industry
    • Factors driving industry change
    • Banks at a tipping point - strategic options and choices around delivering fiduciary services
    • Opportunities and challenges from global tax transparency, FATCA, CRS
  • 10.10am

    Presentation - Helping clients make the right decision

    Larry Cao

    Director - Content, Asia Pacific

    CFA Institute

    • How do clients decide?
    • What are the clients’ critical biases?
    • Where do we go from here?
  • 10.30am

    Refreshment & Networking

  • 10.55am

    Arrival and refreshments - The evolution of family offices in China

    Crystal Jiang

    Founder/Partner

    Donglin Family Office

    Jennifer Lai

    Managing Partner, Head of North Asia

    Henley & Partners

    Lefan Gong

    Partner

    Zhong Lun Law Firm

    Kristy Calvert

    Managing Partner, Shanghai

    Harneys

    Peter Brigham

    Director

    Rosemont

    • What is the definition of a ‘family office’ in China?
    • What's the opportunity to service this segment?
    • What's required to set up a family office?
    • What size of client is the best to work with?
    • They want to invest with people with some ‘skin in the game’. Where are the real opportunities to provide relevant access to capital markets and other investment opportunities?
    • How can you create more connectivity between the business and family for their wealth management needs?
    • To what extent are services like estate & succession planning, tax planning, and alternatives citizenship integral to the offering?
  • 11.35am

    Presentation - “The trust is dead” myth

    Peter Brigham

    Director

    Rosemont

    • Trust and fiduciary business under pressure from various difference angles
    • But a bright future promised if it adapts to the new world order
  • 11.55am

    Panel discussion - How can you compete in the digital race in China?

    • To what extent are mobile, digital and social media trends reshaping wealth management in China?
    • Will this continue?
    • Are you making the most of the technologies and channels which exist?
    • Where is the biggest scope for disruption?
    • Which players will be the winners and losers in the next 5 to 10 years in digital?
    • What is the role for fintechs in China wealth management?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Ray Chou

    Principal

    Bain & Company

    Johnson Chng

    Founding Partner

    A.T. Kearney

    Chris Powers

    Manager, Consulting

    Z-Ben Advisors

    Percy Chan

    General Manager, Wealth Management Division, China Bank of East Asia

    Bank of East Asia

  • 12.30pm

    Forum End

Nov 26

China Wealth Management Forum 2015

Ritz Carlton, Shanghai,China

Speakers

Chris Powers

Z-Ben Advisors

Peter Golovsky

Amicorp Group

Jennifer Lai

Henley & Partners

Johnson Chng

A.T. Kearney

Ray Chou

Bain & Company

Peter Brigham

Rosemont

Larry Cao

CFA Institute

Kristy Calvert

Harneys

Crystal Jiang

Donglin Family Office

Percy Chan

Bank of East Asia

Lefan Gong

Zhong Lun Law Firm

Danny Howell

N/A

Nov 26

China Wealth Management Forum 2015

Ritz Carlton, Shanghai,China

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Nov 26

China Wealth Management Forum 2015

Ritz Carlton, Shanghai,China