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.
China Wealth Management Forum 2018
Grand Kempinski Hotel, Shanghai, China
A community of leading organisations within Asian Wealth Management
Senior figures in Asian Wealth Management are speaking at this event
Dharshi Wijetunga
Anaford Attorneys
Ray Chou
Bain & Company
Geir Espeskog
BlackRock
Myung Je Park
BlackRock
Lu Kang
Chasestone Capital
Perry Qiu
DEL
Michael Ma
Dentons
Richard Straus
EFG International
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8.40am
Registration
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9.00am
Welcome Address
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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
Speakers
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9.50am
Presentation - ETF Evolution
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.
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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
Speakers
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11.05am
Refreshment & Networking
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11.30am
Keynote Address - Keynote remarks from the Chief Minister of Jersey
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11.40am
Workshop - Private Banking into the Future: What’s the latest trend of private banking in Asia?
- 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?
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12.10pm
Presentation - Digitalization to Gain Competitive Advantage in Wealth Management
- Client centricity in Digital Wealth Management
- Digitalization Advisory Model
- Digitalization Benefits to Wealth Manager
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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
Speakers
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1.05pm
Lunch & Networking
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1.50pm
Workshop - Leading Residence and Citizenship-By-Investment Programmes
- 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
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2.20pm
Presentation - Current Wealth Management Trends
- 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
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2.30pm
Presentation - The Major legal challenges facing Chinese high wealth individuals
- The influence of CRS and PRC Individual Income Tax Law 2018
- Domestic tax compliance in China
- Overseas tax compliance
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2.40pm
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
Speakers
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3.30pm
Forum Ends
China Wealth Management Forum 2018
Grand Kempinski Hotel, Shanghai,China
Dharshi Wijetunga
Anaford Attorneys
Ray Chou
Bain & Company
Geir Espeskog
BlackRock
Myung Je Park
BlackRock
Lu Kang
Chasestone Capital
Perry Qiu
DEL
Michael Ma
Dentons
Richard Straus
EFG International
Tony Yiu
ERI
Manli Zhu
EY
William Barkshire
FNZ
Senator John Le Fondré
Government of Jersey
Irene Lee
Hawksford
Serena Wang
Henley & Partners
Elvis Liu Cheng
Henley & Partners
Aina Dai
Interactive Brokers
Richard Nunn
Jersey Finance
Marco Liu
Mercer
Stanley Chao
Red Pulse
James Wu
Triumph Capital
Kimmis Pun
VP Bank
China Wealth Management Forum 2018
Grand Kempinski Hotel, Shanghai,China
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China Wealth Management Forum 2018
Grand Kempinski Hotel, Shanghai,China