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15th Annual Wealth Management & Private Banking Asia

Apr 24, 2019 - Apr 25, 2019

15th Annual Wealth Management & Private Banking Asia

24th – 25th April 2019 | Shenzhen, China – More




In 2018, the construction of Guangdong-Hong Kong-Macao Greater Bay Area, upgraded to a national strategy, has become a new way to further promote comprehensive opening in the new era. As a window facing to the world with leading position in the Greater Bay Area, Shenzhen has been playing an important role in financial reform and innovation. With deepening development of financial opening, opportunities and challenges coexist. In this context, how to seize opportunities of development, promote the transformation and development of wealth management with an open, innovative and proactive attitude, accelerate the layout of cross-border business, adhere to the “customer-centric” business philosophy to enhance customer service levels are big issues faced by the industry. Additionally, professional capabilities of asset allocation, financial resources integration to meet diversified needs of HNWIs, such as wealth planning, wealth and family transition, are new requirements for the development of China wealth management and private banking industry.


Section 1: Hot Topics

Outlook: How to Create an International Wealth Management Center in Guangdong-Hong Kong-Macao Greater Bay Area

  • Explore the New Market for Wealth Management by the Strategic Layout of Banking Finance Subsidiary
  • The synergy development between bank asset management business and private banking business
  • Establish differentiated service model based on private banking business segmentation
  • How to Conduct Differentiated Positioning and Characteristic Management of Private Banking in City Commercial Banks
  • How to Build Up Professional Investment Advisors to Deliver Better Asset Allocation Services
  • Philosophy and Practice of Family Inheritance
  • Exploration of Business Development of Private Banking in City Commercial Banks/ Rural Commercial Banks
  • Development and Practice of Family and Charity Trust in Foshan Area Exploration of Business Development of Private Banking in City Commercial Banks/ Rural Commercial Banks
  • Development and Practice of Family and Charity Trust in Foshan Area
  • International Experience and Practice of Family Wealth Inheritance in China
  • Offshore Family Trust and Cross-Border Property Planning
  • Interpretation of CRS and Tax Planning for UHNWIs
  • Wealth Management and PE Investment
  • Trends and Strategies of Overseas Hedge Fund


Section 2: Confirmed speakers:

  • Adrian Zuercher, Head Asset Allocation, MD, CIO APAC, UBS
  • John WONG, Tax Partner, PwC
  • Oscar LIU, CEO &GM of Family Client Center,Noah International (Hong Kong) Limited
  • CAI Gaihuan, Director of Charitable Trust committee, CHINA CHARITY ALLIANCE
  • ZHANG Yong, Chairman, Deyu Family Office
  • KANG Chaofeng, Managing Director, Family Trusts & Discretionary Accounts, PING AN TRUST
  • Rick LI, Managing Director, Discretionary Investment, Gopher Asset Management
  • XUE Feng, Executive President, Shenzhen Family Office Promotion Association
  • LIN Qiaohong, Partner & GM, CFETC
  • GAO Bin , CEO & Partner , Greenwoods Asset Management
  • LEE Woonshiu ,Managing Director, Bank of Singapore
  • YU Juan , GM of Family Office ,Hang Tang Wealth
  • Jacky JIANG, Founding Partner & Managing Director , Hefeng Family Office
  • Andrew YEN, Founder & Executive Director, Panhe Family Office
  • XIAO Sa , Head of Family & Charitable Trust ,CR TRUST


Section 3 : Who Should Attend

  • Private Banking
  • Wealth Management / Asset Management,
  • Family Office, Funds, Futures
  • Trust
  • Insurance
  • Securities
  • Consulting
  • Immigration & Lifestyle Services


Visit: 15th Annual Wealth Management & Private Banking Asia

Registration & Fees:

  • Early Bird Registration Fee $1,995 (Expires April 1)
  • Regular Registration Fee $2,095 ( April 1-April 23)



Caproasia users have access to exclusive discount.  For more information, please contact your regional representative.  Caproasia Users: For financial professionals who advise clients or manage assets in Asia.


Apr 24, 2019
Apr 25, 2019
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