We were delighted to host our 9th annual China Wealth Management Forum.

Thanks to our sponsors; Henley & Partners, Axial Partners, BlackRock, Jersey Finance, Hawksford, ERI Banking, 360F, Rosemont, FNZ, Mercer and Interactice Partners.

Nov 22

China Wealth Management Forum 2018

Grand Kempinski Hotel, Shanghai, China

Featured Partners
All Partners

A community of leading organisations within Asian Wealth Management

Featured speakers
All event speakers

Senior figures in Asian Wealth Management are speaking at this event

James Wu

Triumph Capital

Aina Dai

Interactive Brokers

Serena Wang

Henley & Partners

Myung Je Park

BlackRock

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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2021 event schedule.

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Event Agenda
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  • 8.40am

    Registration

  • 9.00am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.05am

    Panel discussion - How is the wealth management offering in China developing?

    • How are the different business models evolving in the onshore wealth management market?
    • Where will the continued growth come from and what are the priorities? How do you scale your business?
    • What products and services are offered to wealthy clients and how is this developing?
    • What does the private banker of tomorrow look like in China?
    • How do the different players – wealth management, securities firms, insurance and banks compete or complement each other?
    • What changes are we seeing in client expectations and behaviour? • How is regional wealth management developing in comparison? 
    • How can we find the right talent? And grow it?
    • What are some of the trends we are seeing in Residence and Citizenship-By-Investment Programmes?
    • Are there any ‘real’ family offices in China? What do they do? What are their needs?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Kimmis Pun

    Senior Managing Director, Head Greater China

    EFG Bank

    Richard Straus

    Senior Managing Director, Head of Private Banking - Hong Kong

    EFG Bank

    James Wu

    Founding Partner

    Triumph Capital

    Ray Chou

    Principal

    Bain & Company

    Stanley Chao

    Co-Founder and Head of Data Science

    Red Pulse

    Elvis Liu Cheng

    Client Advisor

    Henley & Partners

  • 9.50am

    Presentation - ETF Evolution

    Geir Espeskog

    Managing Director, Head of iShares Asia Pacific Distribution

    BlackRock

    Exchange traded funds (ETFs) have experienced explosive growth over the past decade, exceeding $4 trillion in assets under management to date. According to the Global ETF Research 2017 report by Ernst and Young, ETFs are expected to reach $7.6tn by 2020 and exceed active funds by 2027. In this session, we explore why ETFs have become so popular, some of the prevailing trends impacting Asia and the world, and how investors are using ETFs in their portfolios.

  • 10.20am

    Panel discussion - Building investment capacity and capability

    • What positive developments have there been in the investment management industry in the last 12-months? 
    • What are the biggest opportunities and challenges for the asset management industry in China?
    • What scope would you like to see for local and overseas asset managers to collaborate more?
    • How is the product offering for Chinese HNW clients evolving?
    • What are the expectations of HNW clients? How does this compare to clients outside China?
    • What new investment products will be popular in the next 12-months?
    • How are you thinking about fund selection and portfolio construction?
    • How will clients increasingly diversify their portfolios?
    • What's the role of digital?
    • Are we Incentivising the right behaviour to get to sustainable earnings for the organisation and the right outcomes for clients?
    • What can we do to better educate customers and improve the levels of service and overall client experience?
    • How do Chinese clients think about risk? Do they manage it appropriately?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Perry Qiu

    General Manager of Global Investment

    DEL

    Myung Je Park

    Director

    BlackRock

    Lu Kang

    Executive Director and Special Assistant to the Chairman

    Chasestone Capital

    Marco Liu

    Investment Consultant

    Mercer

  • 11.05am

    Refreshment & Networking

  • 11.30am

    Keynote Address - Keynote remarks from the Chief Minister of Jersey

    Senator John Le Fondré

    Chief Minister

    Government of Jersey

  • 11.40am

    Workshop - Private Banking into the Future: What’s the latest trend of private banking in Asia?

    Kimmis Pun

    Senior Managing Director, Head Greater China

    EFG Bank

    • What are the some of the trends we are seeing today in Asian Private Banking?
    • How are the needs of wealthy clients in Asia changing?
    • What are the challenges that the industry faces today?
    • How will the investment offerings change in the next few years?

     

  • 12.10pm

    Presentation - Digitalization to Gain Competitive Advantage in Wealth Management

    Tony Yiu

    Sales Director, Greater China Region

    ERI Banking

    • Client centricity in Digital Wealth Management
    • Digitalization Advisory Model
    • Digitalization Benefits to Wealth Manager
  • 12.20pm

    Panel discussion - TECH / DIGITAL = Faster, cheaper and better wealth management?

    • What’s the potential for non-banks and other start-ups to eat into existing market share of organisations built on a traditional business model?
    • What are the priorities when it comes to digital and technology?
    • What digital trends are we seeing elsewhere?
    • Platforms and processes – whats the role of digital?
    • What is the client experience supposed to look like? How is it evolving?
    • Have we seen any examples of tangible success in digital wealth management?
    • How should banks decide what’s working? What KPIs should we use?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Manli Zhu

    Director, FSO Advisory - Performance Improvement

    EY

    Tony Yiu

    Sales Director, Greater China Region

    ERI Banking

    Tammy Tan

    Managing Director

    BCG

    William Barkshire

    Head of Strategy Greater China

    FNZ

    Aina Dai

    Sales Manager

    Interactive Brokers

  • 13.05pm

    Lunch

  • 13.50pm

    Workshop - Leading Residence and Citizenship-By-Investment Programmes

    Serena Wang

    Senior Manager

    Henley & Partners

    • Overview of Immigration programmes
    • European Citizenship-by-Investment in Malta and Cyprus
    • EB-5 is not the last solution to the US
    • The exclusive residence programmes in Asia
  • 14.20pm

    Presentation - Current Wealth Management Trends

    Irene Lee

    Business Development Director, Intermediary and Partnership

    Hawksford

    • Overview - Asia in General; GDP and Growth
    • Updates on Singapore and Hong Kong as Wealth Management Centres
    • Brief Updates on CRS and AEOI
    • Tax Compliant Estate Planning Tools
  • 14.30pm

    Presentation - The Major legal challenges facing Chinese high wealth individuals

    Michael Ma

    Partner

    Dentons

    • The influence of CRS and PRC Individual Income Tax Law 2018
    • Domestic tax compliance in China
    • Overseas tax compliance
  • 14.40pm

    Panel discussion - Helping wealthy families with their legacy and succession planning

    • What are the needs of wealthy Chinese Families?
    • The globalising of Chinese wealth and what trends to watch?
    • How are they dealing with legacy and succession planning?
    • How do you have a conversation with clients around sensitive family issues?
    • New tax developments? • What’s the role of insurance in this mix?
    • What are the practical considerations for HNW clients in wealth protection and transfer?
    • How are these needs developing? And how can you help clients understand these needs?
    • What trends are we seeing in Philanthropy?
    • How do wealthy clients structure their non-investment assets?
    • Do clients really understand the needs they have?
    • What's the role today of international financial centres?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Dharshi Wijetunga

    Partner

    Anaford Attorneys

    Irene Lee

    Business Development Director, Intermediary and Partnership

    Hawksford

    Kristy Calvert

    Managing Partner, Shanghai

    Harneys

    Richard Nunn

    Regional Head, East

    Jersey Finance

    Kimmis Pun

    Senior Managing Director, Head Greater China

    EFG Bank

  • 15.30pm

    Forum End

Nov 22

China Wealth Management Forum 2018

Grand Kempinski Hotel, Shanghai,China

Speakers

James Wu

Triumph Capital

Aina Dai

Interactive Brokers

Serena Wang

Henley & Partners

Myung Je Park

BlackRock

Ray Chou

Bain & Company

Perry Qiu

DEL

Richard Nunn

Jersey Finance

Marco Liu

Mercer

Michael Ma

Dentons

Senator John Le Fondré

Government of Jersey

Richard Straus

EFG Bank

Stanley Chao

Red Pulse

Manli Zhu

EY

Kimmis Pun

EFG Bank

Elvis Liu Cheng

Henley & Partners

Tony Yiu

ERI Banking

Geir Espeskog

BlackRock

Irene Lee

Hawksford

Dharshi Wijetunga

Anaford Attorneys

Lu Kang

Chasestone Capital

William Barkshire

FNZ

Nov 22

China Wealth Management Forum 2018

Grand Kempinski Hotel, Shanghai,China

Partners

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Nov 22

China Wealth Management Forum 2018

Grand Kempinski Hotel, Shanghai,China