Venue
The Ritz-Carlton Shanghai, Pudong
The Ritz-Carlton Shanghai, Pudong, 8 Century Ave, Lujiazui, Pudong, China

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Event Date Thu Nov 21 CST (about 2 years ago)
In your timezone (EST): Thu Nov 21 12:00am - Thu Nov 21 12:00am
Location The Ritz-Carlton Shanghai, Pudong
8 Century Ave, Lujiazui, Pudong, China
Region APAC
Details

We are delighted to host our 10th annual China Wealth Management Forum.

China continues to present an enticing opportunity in wealth management for domestic and foreign players alike.

How will the private banks differentiate their offering? What’s their USP? What do UHNW desire the most? Who will win the biggest market share in the future?

The agenda is designed to include presentations, case studies and panel discussions – to look at where the market is at today, the opportunities and challenges it faces, and where it needs to go to move it to the next level.

Its exclusively designed for CEOs, senior management, product gatekeepers and Relationship Managers – from the leading local Private Banks, Securities Firms. Asset Management Companies, Retail Banks, IFAs, Family Offices, Insurance Companies and Wealth Management Firms.

Speakers

2019 Speakers

Alexandre Kech
Chief Executive Officer & Co-Founder, Onchain Custodian

Alice Quek
Director, Private Client Services (Asia), Hawksford

An Kelles
Business Development Director, Greater China, Jersey Finance

Ceri Pratley
Residency and Citizenship Consultant, Sovereign Group

Christophe Numa
Director, Bunker Gold & Silver

Cong Zhang
Partner, EY

Elvis Liu Cheng
Client Advisor, Henley & Partners

Ivan Pelle
Founder & CEO, RGN

Jonathan Ha
Founder and CEO, Red Pulse

Kimmis Pun
Senior Managing Director, Head Greater China, EFG Bank

Leo Shen
China Wealth Leader, Mercer

Patrick Donaldson
Head of Market Development, Wealth Management – Asia Pacific & Japan, Refinitiv

Ray Tam
Managing Partner & Co-Founder, Raffles Family Office

Serena Wang
Senior Business Development Manager, Henley & Partners

Teng Tao
Managing Director, Accenture

Ying Song
Founder, Chairman and CEO, Youmywealth

Sponsors & Partners

2019 Sponsors

PLATINUM:
• Swissqoute
• Henley & Partners

GOLD:
• Hawksford
• RGN
• Jersey Finance
• Refinitiv

SILVER:
• Trident Trust
• Sun Life Financial

BRONZE:
• FNZ
• Samsung Asset Management
• Expertsoft
• Sovereign
• Onchain Custodian