We are delighted to host our 10th annual China Wealth Management Forum.

China continues to present an enticing opportunity in wealth management for domestic and foreign players alike.

How will the private banks differentiate their offering? What’s their USP? What do UHNW desire the most? Who will win the biggest market share in the future?

The agenda is designed to include presentations, case studies and panel discussions – to look at where the market is at today, the opportunities and challenges it faces, and where it needs to go to move it to the next level.

Its exclusively designed for CEOs, senior management, product gatekeepers and Relationship Managers – from the leading local Private Banks, Securities Firms. Asset Management Companies, Retail Banks, IFAs, Family Offices, Insurance Companies and Wealth Management Firms.

Nov 21

China Wealth Management Forum 2019

Ritz Carlton Hotel, Pudong, 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

Kimmis Pun

EFG Bank

Serena Wang

Henley & Partners

Cong Zhang

EY

Christophe Numa

Bunker Gold & Silver

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

  • 8.55am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.00am

    Panel discussion - Wealth management in China – grasping the opportunity

    • Who are the players? What’s their USP?
    • Where are the biggest opportunities and challenges for the private wealth management industry in China?
    • Offshore / onshore. Where is the long-term opportunity?
    • What progress is needed to boost the onshore investment proposition?
    • Delivering investment products and advice to clients – How can you differentiate yourself?
    • What digital expectations do clients have?
    • What are the key digital trends and how are they changing the business?
    • Are retail investors in China who access funds via digital platforms beginning to diversify away from money-market funds? Will this create opportunities for ETFs and active funds?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Jonathan Ha

    Founder and CEO

    Red Pulse

    Kimmis Pun

    Senior Managing Director, Head Greater China

    EFG Bank

    Leo Shen

    China Wealth Leader

    Mercer

    Ray Tam

    Managing Partner & Co-Founder

    Raffles Family Office

  • 9.50am

    Presentation - The digital watch or the hand-made Swiss?

    Kimmis Pun

    Senior Managing Director, Head Greater China

    EFG Bank

    • How is private banking developing?
    • How do you add value and differentiate yourself?
    • What are the different business models you can consider?
  • 10.05am

    Presentation - Smarter Humans. Smarter Machines

    Patrick Donaldson

    Head of Market Development, Wealth Management – Asia Pacific & Japan

    Refinitiv

    • The devil is in the data: data quality is the biggest barrier to the adoption and deployment of machine learning.
    • AI will be the single greatest enabler of competitive advantage in the financial services sector.
    • There is disparity in how technologies are being adopted and used around the world. Financial institutions in the United States and Canada are the front-runners; Asian institutions are more advanced than Europe in some areas, while Europe leads Asia in others.
  • 10.20am

    Presentation - The continuing development of Family Offices in China

    Leo Shen

    China Wealth Leader

    Mercer

    • Key developments
    • Mercer’s insights
    • Case studies
  • 10.40am

    Head - to - Head Q & A - GOLD – shining brighter every day

    Christophe Numa

    Director

    Bunker Gold & Silver

    • Why is this a good opportunity today?
    • What are the key reasons why you should invest in precious metals?
    • Where should you keep your Gold?
  • 10.50am

    Head - to - Head Q & A - Understanding Blockchain & Cryptocurrency

    Alexandre Kech

    Chief Executive Officer & Co-Founder

    Onchain Custodian

    • What is the Blockchain? How will it affect this industry?
    • What is cryptocurrency and is there an investment trend?
    • How do we safeguard digital assets like the security we get with traditional investment in shares and bonds?
  • 11.00am

    Refreshment & Networking

  • 11.30am

    Presentation - International Finance Centres: past, present and future

    An Kelles

    Business Development Director, Greater China

    Jersey Finance

    • How IFCs have evolved and what the future now holds
    • Beneficial ownership: what just happened?
    • White Paper: The Evolution of family offices in Asia - Views from Asia’s Wealth Management Community
  • 11.45am

    Panel discussion - Trends in Wealth Structuring and Legacy Planning in China

    • Curating the right solution for clients – what’s thrown in the mix today?
    • What are the most common concerns of HNW & UHNW clients?
    • What specific trends are we seeing from Chinese clients?
    • How is the importance of International Financial Centre’s changing?
    • Are clients 'stress testing' existing trust structures with a particular focus on protecting against external risk: political instability, divorce, bankruptcy etc?
    • What is the key driver today for structures?
    • Are clients seeking to make their structures simpler or more complex? Why?
    • How well prepared are Chinese clients for wealth transition? Is time of the essence?
    • In which jurisdictions do Asia’s wealthy prefer to house their structures? Why?
    • Why is Asia witnessing a proliferation of single-family offices (SFOs) and multi-family offices (MFOs)?
    • What’s the role of Immigration and Residency Planning?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Ivan Pelle

    Founder & CEO

    RGN

    Alice Quek

    Director, Private Client Services (Asia)

    Hawksford

    An Kelles

    Business Development Director, Greater China

    Jersey Finance

    Cong Zhang

    Partner

    EY

    Ceri Pratley

    Residency and Citizenship Consultant

    The Sovereign Group

    Elvis Liu Cheng

    Client Advisor

    Henley & Partners

    Ying Song

    Founder, Chairman and CEO

    Youmywealth

  • 12.30pm

    Presentation - Popular Residence and Citizenship Programs for HNWI

    Serena Wang

    Senior Manager

    Henley & Partners

    • About Henley & Partners
    • Alternative options for the HNWIs
    • Popular Residence and Citizenship Programs for HNWI
  • 12.50pm

    Presentation - Revisiting Family Governance

    Alice Quek

    Director, Private Client Services (Asia)

    Hawksford

    Will your family destroy your wealth, or will your wealth destroy your family?

    Family dynamics should always be considered by Wealth advisers when structuring a wealth succession plan. In this presentation Alice Quek will consider relevant family issues surrounding the succession of wealth, be it family governance, what’s in a family constitution, the impact of divorce, second marriages, balancing the expectations of children or the effects on family wealth of living longer.

  • 13.00pm

    Presentation - Food for thought: CRS / AEOI – Practical experiences

    Ivan Pelle

    Founder & CEO

    RGN

    • CRS Common Reporting Standard – Developments - Participating vs Permanent Non-Reciprocal Jurisdiction
    • AEOI Automatic Exchange of Information - Transparency & Tax Planning – Territorial vs WWI taxation
    • AEOI and CRS practical experiences
  • 13.10pm

    Lunch

  • 14.00pm

    Forum End

Nov 21

China Wealth Management Forum 2019

Ritz Carlton Hotel, Pudong, Shanghai,China

Speakers

Kimmis Pun

EFG Bank

Serena Wang

Henley & Partners

Cong Zhang

EY

Christophe Numa

Bunker Gold & Silver

Patrick Donaldson

Refinitiv

Ying Song

Youmywealth

Leo Shen

Mercer

An Kelles

Jersey Finance

Ceri Pratley

The Sovereign Group

Ray Tam

Raffles Family Office

Teng Tao

Accenture

Alice Quek

Hawksford

Ivan Pelle

RGN

Alexandre Kech

Onchain Custodian

Jonathan Ha

Red Pulse

Elvis Liu Cheng

Henley & Partners

Nov 21

China Wealth Management Forum 2019

Ritz Carlton Hotel, Pudong, Shanghai,China

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Nov 21

China Wealth Management Forum 2019

Ritz Carlton Hotel, Pudong, Shanghai,China