Thu Nov 21 CST (about 2 years ago)
In your timezone (EST): Thu Nov 21 12:00am - Thu Nov 21 12:00am
The Ritz-Carlton Shanghai, Pudong
8 Century Ave, Lujiazui, Pudong, China
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.
Chief Executive Officer & Co-Founder, Onchain Custodian
Director, Private Client Services (Asia), Hawksford
Business Development Director, Greater China, Jersey Finance
Residency and Citizenship Consultant, Sovereign Group
Director, Bunker Gold & Silver
Elvis Liu Cheng
Client Advisor, Henley & Partners
Founder & CEO, RGN
Founder and CEO, Red Pulse
Senior Managing Director, Head Greater China, EFG Bank
China Wealth Leader, Mercer
Head of Market Development, Wealth Management – Asia Pacific & Japan, Refinitiv
Managing Partner & Co-Founder, Raffles Family Office
Senior Business Development Manager, Henley & Partners
Managing Director, Accenture
Founder, Chairman and CEO, Youmywealth
• Henley & Partners
• Jersey Finance
• Trident Trust
• Sun Life Financial
• Samsung Asset Management
• Onchain Custodian