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.
China Wealth Management Forum 2019
Ritz Carlton Hotel, Pudong, Shanghai, China
A community of leading organisations within Asian Wealth Management
Senior figures in Asian Wealth Management are speaking at this event
Teng Tao
Accenture
Christophe Numa
Bunker Group Gold & Silver
Alexandre Kech
Citi
Cong Zhang
EY
Alice Quek
Hawksford
Serena Wang
Henley & Partners
Elvis Liu Cheng
Henley & Partners
An Kelles
Jersey Finance
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Ritz Carlton Hotel, Pudong, Shanghai, China
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8.40am
Registration
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8.55am
Welcome Address
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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
Speakers
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9.50am
Presentation - The digital watch or the hand-made Swiss?
- How is private banking developing?
- How do you add value and differentiate yourself?
- What are the different business models you can consider?
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10.05am
Presentation - Smarter Humans. Smarter Machines
Patrick DonaldsonGlobal Head of Wealth Solutions, Sales Strategy & Execution
Refinitiv, an LSEG Business
- 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.
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10.20am
Presentation - The continuing development of Family Offices in China
- Key developments
- Mercer’s insights
- Case studies
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10.40am
Head - to - Head Q & A - GOLD – shining brighter every day
- 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?
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10.50am
Head - to - Head Q & A - Understanding Blockchain & Cryptocurrency
- 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?
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11.00am
Refreshment & Networking
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11.30am
Presentation - International Finance Centres: past, present and future
- 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
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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
Speakers
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12.30pm
Presentation - Popular Residence and Citizenship Programs for HNWI
- About Henley & Partners
- Alternative options for the HNWIs
- Popular Residence and Citizenship Programs for HNWI
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12.50pm
Presentation - Revisiting Family Governance
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.
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1.00pm
Presentation - Food for thought: CRS / AEOI – Practical experiences
- 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
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1.10pm
Lunch & Networking
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2.00pm
Forum Ends
China Wealth Management Forum 2019
Ritz Carlton Hotel, Pudong, Shanghai,China
Teng Tao
Accenture
Christophe Numa
Bunker Group Gold & Silver
Alexandre Kech
Citi
Cong Zhang
EY
Alice Quek
Hawksford
Serena Wang
Henley & Partners
Elvis Liu Cheng
Henley & Partners
An Kelles
Jersey Finance
Leo Shen
Mercer
Ivan Pelle
RGN
Ray Tam
Raffles Family Office
Jonathan Ha
Red Pulse
Patrick Donaldson
Refinitiv, an LSEG Business
Ceri Pratley
The Sovereign Group
Kimmis Pun
VP Bank
Ying Song
Youmywealth
China Wealth Management Forum 2019
Ritz Carlton Hotel, Pudong, Shanghai,China
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China Wealth Management Forum 2019
Ritz Carlton Hotel, Pudong, Shanghai,China