Venue
Ritz Carlton Shanghai
Ritz Carlton Shanghai, 8 Century Avenue Pudong, China

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Event Date Thu Nov 23 HKT (about 7 years ago)
In your timezone (EST): Thu Nov 23 12:00am - Thu Nov 23 12:00am
Location Ritz Carlton Shanghai
8 Century Avenue Pudong, China
Region APAC
Details

We are delighted to host our 7th annual event for the wealth management community in China.

This comes at an exciting time for the industry – given the increasing scope for offshoring and greater appetite for international diversification.

It also follows rapid growth in the onshore market – both in terms of numbers of HNW and UHNW individuals, plus more sophistication in the form of greater demand for wealth preservation, planning and inter-generational transfer.

Speakers

2017 Speakers:

An Kelles
Jersey Finance

David Varley
Sun Life Financial

Elina Chow
Beijing Docvit Law Firm

Ernest Zheng
Vistra

Gerard Gardner
EFG Wealth Solutions

James Wu
Triumph Capital

Jeff Li
Sycamore Investment Services

Jennifer Lai
Henley & Partners

Jennifer Zeng
Bain & Company

Kristy Calvert
Harneys

Lefan Gong
Zhong Lun Law Firm

Ray Chou
Oliver Wyman

Richard Nunn
Jersey Finance

Richard Tribe
Equiom Group

Sabrina Lam
HSBC Global Asset Management

Sharon Yang
RBC Global Asset Management

Tiffany Fan
Huiyu Global Family Office Think Tank

Tuck Meng Yee
JRT Partners

William Xia
AOW Financial Planning

Ying Song
Youmywealth

Sponsors & Partners

2017 Sponsors:

GOLD:
• Global Asset Management
• H&P Henley & Partners
• Global Precious Metals
• Jersey Finance

SILVER:
• Eqiuom
• Asia Plantation Capital

BRONZE:
• Rosemont
• MFEX Mutual Funds Exchange
• Bordier
• LeonTeq Swiss Investment Engine
• HSBC Global Asset Management