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Apr.18th-19th 2019  Shanghai  China

Main Topics:

· New and Changes: The Development and Innovation of

 Wealth Management under the New Regulations

· Explore New Opportunities for Private Banking to 

Develop Their Family Trust Business

· The Future of Family Trust Business in China under the New Rules of Asset management

· After the "ceasefire" of the Trade War, where should

 Overseas Investment and Global M&A go?

· New Challenges to the Offshore Architecture of 

Family Offices in the Asia-pacific Region

· CRS+ FATCA, How HNWIs Deal with the "Naked Asset" Era

· The Challenges for the Development of Charitable Trusts
· Alternative Investment for HNWIs in China

Related  Conferences:

Confirmed Speakers
  • Li Lin Managing Director
    CreditEase Wealth Management
    Dai Xuxian Private Banking Department General Manager
    Industrial Bank
    Kang Chaofeng Vice President,Global Head of Xinhu Family Office
    Xinhu Wealth Management
    Gui Zefa Vice President, Private Banking Centre
    Bank of Communications
    Dai Chengyan General Manager of Wealth Management Headquarters
    China Resources Szitic Trust
    Hugo Tseng Director
    UOB KH, Hong Kong
    Niu Rui General Manager of Family Office
    Huaneng Guicheng Trust
    Zhao Zhimin GMof Shanghai Wealth Management Center
    Citic Trust
    Liu Jing General Manager of Wealth Management And Private Banking Centre
    Bank of Jiangsu
    Jin Jike Founder
    Family Office Union
  • William Wang Head of Business Development, Private Banking
    United Overseas Bank China
    Lam Ching Ching Chairman
    Charismatic Capital Limited
    Zubin Mory Founder
    RealTMOR Asset Management
    Angelo Xenophontos GM of Overseas Business Development, Shanghai Office
    Aristo Developers
    Sermon Kwan Senior Advisor
    Bank of Singapore’s Hong Kong Branch
    Li Wei Chief Lawyer
    Yingke Family Trust Center
    Wang Haobo General Manager, Private Banking, Shanghai Branch
    China Merchants Bank
    Tan Yan Managing Director
    Boston Consulting
    Chao Zhu CEO
    Asset Pro
    Junfan Shen Head of Strategic Asset Allocation&Investment Advisory
    Ping An Private Banking
  • Teng Yunlei Managing Director Co-founder
    Beijing Hengyi Zhongrun Capital Investment Management
    Grace Chiu VP, Business Development, Asia Pacific
    Direxion Asia Limited, Hong Kong
    Jermyn Wong Product Development Director and ETF Specialist
    Nikko AM Hong Kong Limited
    Shiwei Fu Director of International Business Department
    Zhong Rong Fund Management
    Julian Liu General Manager
    Yuanta Securities Investment Trust
    Li Hui President
    Tianfu New Area Hedge Fund Society
    Jiang Shaokun Head of Quantitative and Multi Asset Strategies Group
    Pengyang Asset Management
    Li Na Director
    National Council for Social Security Fund (NSSF)
    Ray Tam Managing Partner,Co-Founder
    Raffles Family Office
    Danny Sun General Manager of Derivatives Investment Center
    Ping An Fund
  • Xie Libo Director of Quantitative Investments
    CCB Capital
    Hu Antai Executive President and Secretary General
    Shandong FOF Association
    Derek Mok CIO
    Fubon Convoy Asset Management (HK)
    Jooyoung Yun Executive Director,Head of ETF Management Business Unit
    Mirae Asset Financial Group
    Shao Cheng Managing Director and Head of China Business
    Lighthouse Investment Partners
    Yuanyan Yi Deputy General Manager, Partner, Senior Strategist
    StarRock Investment
    Ken Hui Chief Operating Officer
    Fullgoal Asset Management (HK)
    Theresa Han Managing Director, Hedge Fund Strategies
    GCM Investments Hong Kong
    Cheng Zhitian Chief Quantitative Investment Officer
    TruValue Asset Management
    Chen Yiping Deputy Director of Fixed-Income Investment
    HFT Investment
  • William Xin Executive Partner
    SMPJ Capital International
    Li Guangrong General Manager, Investment Director, Founder
    Shanghai Glory capital
    Qilong Zhang Executive Director Head of Quantitative Strategies
    CICC HK Asset Management
    Zhou Xin CEO
    XY Investments
    Wang Hengnan Head of Quantitative Investment
    Nuode Asset Management
    Lu Chen CIO, Chief Economis
    Xuanhong Group
    Wu Zhenzhong Investment Director
    Galaxy Capital
    Richard. Lee General Manager/ Investment Director
    Regan Fund
    Zeng Jie Head of Dept. of Asset Management
    HwaBao Securities
    He Hua Founder and CEO/CIO
    Nine Martingale Investment Management
  • Li Xianghui President of China
    Canyon Partners
    Mao Keji  Chairman
    J.Royal Asset
    Pang Yaping SVP of Quantitative Investment Dept
    China Asset Management
    Luo Wenjie GM of Quantitative & Index
    China Southern Asset Management
    Dennis Chen Head of Index Investments, Portfolio Manager
    Harvest Fund Management
    Gao Jian Founder, General Manager
    China Finance Quant Technical Investment
    Wang Qing President
    Chongyang Investment
    Marc Parrott Counsel
    Harneys’ Hong Kong Office
    Lin Tun CEO
    Goldstream Capital
    Li Qingyun President, Chief Economist
    Minsheng Asset
  • Kai Ren CEO and Co-founder
    AFA Finance
    Liu Zhaoyang Head of FOF Investment and Research
    JewelleryWater Asset
    Keith Wu Managing Director and Head of Equity Investment
    China Everbright Limited
    Jay Lin Sales Director, Greater China
    Xu Yisheng Chairman and General Manager
    Chinasoft New Momentum Asset Management
    Zhu Haiyang Assistant General Manager
    Tianhong Fund Management
    Liu Hui CEO
    True Value Partners
    Deng Xiaoli Founder&CEO
    Fort Hill Capital
    Lu Shenlin Deputy President,Co Secretary General
    Henry Wang Head of Market Development of Investment & Advisory / Wealth Management
  • Tariq Dennison Registered Investment Advisor
    GFM Asset Management
    Su Qingyun Head of Indexing and Quantitative Investment, ETF Business Unit
    Huaan Fund
    Motor Chen Senior Manager of Global Market Investment
    Yuanta Securities Investment Trust
Apr. 19th, 2019
Morning Afternoon
  • Morning Session
    Registration & Networking
    New and changes: The Development and Innovation of Wealth Management under the New Regulations
    Panel Discussion: CRS+ FATCA, How HNWIs Deal with the "Naked Asset" Era
    Explore New Opportunities for Private Banking to Develop Their Family Trust Business
    Coffee Break
    Economy Downturn will be a Golden Time for Insurance Wealth Management Innovation
    Panel Discussion: How to Maintenance and Appreciation of Assets Value through Asset Allocation during the Equity Markets Slumped
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Sponsorship cooperation Dorothy Yao
+86-21-51601000 ext:8018
Business cooperation Amy Yang
+86-21-51601000 ext:8050
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+86-21-51601000 ext:8045