TBA, Shenzhen, China

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Event Date Tue May 12 CST - Wed May 13 CST (over 1 year ago)
In your timezone (EST): Mon May 11 8:00pm - Wed May 13 5:00am
Location TBA
Shenzhen, China
Region APAC

More than 200 high-level leads and professionals coming from the government and association, family offices, private banking, trust firms, wealth management and asset management institutions will have in-depth discussion: How to stay true to their original aspiration and work together to promote sustainable development of the wealth management industry.

Key Issues:

• Wealth Management in a Changing Situation
• Family Wealth Management of Private Banking
• The Refinement Development of Family Trust in China
• Cross-Border Tax Planning in the Era of CRS
• How to Solve the Dilemma of Family Business Governance and Family Inheritance
• The Talent View of the Family Office Industry
• Changes of Family Wealth Investment
• New Vision of Investment Immigration & Healthcare-Pension
• The Multiple Dimensions of Family Legacy Creation
• Integration between Impact Investing and Family Philanthropy


2020 Speakers

Obediah Ayto
Trust Manage, Ayton Family Office (Scotland)

Andrew Yen
Founder, Panhe Family Office

Anand Batepati
Co-founder and Portfolio Manager, , GFM Asset Management

Frederick Chu
Head of ETFs,China Asset Management (Hong Kong) Ltd

Terry Lu
Managing Partner of Hangking Family Office, Chief Representative of USA, Hangking Family Office

Andy Wang
Managing Director, Family Office

Jimmy Mak
Senior Partner, Grand Consulting

Ying Song
Founder/Chairman/CEO, YouMyWealth

Laura Lui
Partner & co-Chief Investment Officer, Premia Partners

Eva Law
Founder & Chairman, Asia Co-Investors Club 丨Association of Private Bankers In Greater China Region

Sponsors & Partners

2020 Sponsors

• The Chartered Alternative Investment Analyst Association
• Association of Private Bankers in Greater China Region
• Association of Family Offices in Asia (AFO)

• Qiánzhān wǎng
• Family Office
• Savvy investor
• Zhōng yì cáijīng wǎng