China Wealth Management Forum 2018 | Hubbis (HK) Limited | 22 November 2018 | Grand Kempinski Hotel Shanghai, 1288 Lujiazui Ring Rd, LuJiaZui, Pudong Xinqu, China, 200120

The event is specifically for CEOs, senior management, product/fund gatekeepers and business heads across advisory, compliance, technology and other key areas – working at local and international Private Banks, Retail Banks, IFAs, Insurance Companies, Single and Multi-Family Offices, and other Independent Wealth Management Firms.

We will build on our event in previous years to ensure this is refreshed and focused on the following themes:
• Identifying success stories and best practices
• Debating key issues with industry leaders
• Exploring how we add value to our clients and manage the expectations of HNW and UHNW clients

2018 Speakers

Michael Stanhope
Chief Executive Officer, Hubbis

Kimmis Pun
Managing Director, ‎Head of Private Banking, VP Bank

Jennifer Lai
Managing Partner, Head of North Asia, Henley & Partners

Richard Straus
Senior Managing Director, Head of Private Banking, EFG Bank

James Wu
President / Partner, Triumph Capital International

Ray Chou
Partner, Wealth Management & Asset Management Practice Lead, Oliver Wyman

Myung Je Park
Director, Head of iShares North Asia Distribution, Asia ex-Japan, BlackRock

Tuck Meng Yee
Partner, JRT Partners

Bo Qiao
Fund Gatekeeper, CICC

Perry Qiu
General Manager of Global Investment, Ping An Trust

Jason Ma
Consulting Director, China Investment Business, Mercer

Senator John Le Fondré
Chief Minister of Jersey

Anthony J. Harper
Chief Executive Officer and Co-Founder, Axial Partners

Tony Yiu
Director, Sales - Greater China Region, ERI Banking Software

Manli Zhu
Director, FSO Advisory - Performance Improvement, EY

Tony Yiu
Director, Sales - Greater China Region, ERI Banking Software

Manli Zhu
Director, FSO Advisory - Performance Improvement, EY

Tammy Tan
Managing Director, BCG

Jennifer Lai
Managing Partner, Head of North Asia, Henley & Partners

Richard Straus
Senior Managing Director, Head of Private Banking, EFG Bank

James Wu
President / Partner, Triumph Capital International

Ray Chou
Partner, Wealth Management & Asset Management Practice Lead, Oliver Wyman

Myung Je Park
Director, Head of iShares North Asia Distribution, Asia ex-Japan, BlackRock

Tuck Meng Yee
Partner, JRT Partners

Bo Qiao
Fund Gatekeeper, CICC

Perry Qiu
General Manager of Global Investment, Ping An Trust

Jason Ma
Consulting Director, China Investment Business, Mercer

Senator John Le Fondré
Chief Minister of Jersey

Manli Zhu
Director, FSO Advisory - Performance Improvement, EY

Tammy Tan
Managing Director, BCG

Jennifer Lai
Managing Partner, Head of North Asia, Henley & Partners

Richard Straus
Senior Managing Director, Head of Private Banking, EFG Bank

James Wu
President / Partner, Triumph Capital International

Ray Chou
Partner, Wealth Management & Asset Management Practice Lead, Oliver Wyman

Myung Je Park
Director, Head of iShares North Asia Distribution, Asia ex-Japan, BlackRock

Tuck Meng Yee
Partner, JRT Partners

Bo Qiao
Fund Gatekeeper, CICC

Perry Qiu
General Manager of Global Investment, Ping An Trust

Jason Ma
Consulting Director, China Investment Business, Mercer

Irene Lee
Business Development Director, Intermediary and Partnership, Hawksford

Dharshi Wijetunga
Partner, Anaford Attorneys

Kristy Calvert
Managing Partner, Shanghai, Harneys

Richard Nunn
Head of Business Development, Jersey Finance

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 International

Jeff Li
Sycamore Investment Services

Jennifer Lai
Henley & Partners

Lefan Gong
Zhong Lun Law Firm

Michael Ma
Dentons

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

Xin Liu
Bain & Company

Ying Song
Youmywealth

2018 Sponsors

PLATINUM:
• Henley and Partners

GOLD:
• Jersey Finance

SILVER:
• Asia Citi Trust

BRONZE:
• Generali