2015 The 8th Annual Wealth Management & Private Banking Asia

Size: px

Start display at page:

Download "2015 The 8th Annual Wealth Management & Private Banking Asia"

酿糜
7 years ago
Views:

1 2015 The 8th Annual Wealth Management & Private Banking Asia 第八届亚太财富管理与私人银行年会稳中求变推陈出新中国上海会议报告 Conference Report 11 月 25 日 -26 日中国上海 November 25-26, Shanghai China 年会主办方 Organizer

2 ORGANIZING COMMITTEE 年会组委会年会主办方 Organzier 年会支持机构 Supporters

3 2015 SPONSORS 年会合作伙伴白金赞助 Platinum Sponsor 演讲赞助 Keynote Sponsor 协作赞助 Associate Sponsor 展台赞助 Exhibition Sponsor 展台赞助 Exhibition Sponsor 展台赞助 Exhibition Sponsor 视频推广赞助 Video Sponsor 头脑风暴赞助 Brainstorm Sponsor 插页广告赞助 AD Sponsor

4 2015 MEDIA PARTNERS 媒体合作伙伴战略媒体合作伙伴 Strategy Media Partner 财富管理媒体战略合作伙伴 Wealth Management Strategy Media Partner 首席财经合作伙伴 Chief Financial Media Partner 特邀外汇媒体 Special Foreign Exchange Media Partner 媒体合作伙伴 Media Partners

5 2015 PARTICIPANTS 参会嘉宾分布情况 3% A total of 208 Participants 现场实到 208 人 3% 4% 6% 6% 1% 11% 42% 10% 私人银行 Private Banking 42% 20% 财富管理 / 资产管理 /PE/ 基金 / 期货 / 证券公司 Wealth Management, Asset Management, PE, Funds, Futures, Securities 20% 信托公司 Trust 保险公司 Insurance 10% 11% 离岸信托 Offshore Trust 3% 律所 / 会计事务所 / 咨询公司 Law, Accounting & Consulting Firm 4% 奢饰品行业与生活品质服务供应商 Luxury Industry & Service Provider of Lifestyle 6% 政府与行业协会 Government & Association 3% 媒体机构 Media Institution 1%

6 2015 EMINENT SPEAKERS 年会发言嘉宾 Day One Morning 第一天上午致辞开幕 Opening Remarks 蔡强首席执行官, 友邦中国 John CAI Chief Executive Officer, AIA China 人民币国际化和国内金融创新 RMB Internationalization and China Financial Innovation 张光平副局长, 上海银监局 ZHANG Guangping Deputy Director-General, China Banking Regulatory Commission (CBRC) Shanghai Office 经济下行, 结构转型和资产配置 Economic Downturn, Structural Transformation and Asset Allocation 费方域副院长, 上海交大中国金融研究院 FEI Fangyu Deputy Dean, China Academy of Finance Research, Shanghai Jiaotong University

7 2015 EMINENT SPEAKERS 年会发言嘉宾 Day One Morning 第一天上午资本市场开放下的财富管理行业 China s Wealth Management Industry with the Opening of China s Capital Market 孙冬青董事总经理 / 财富管理部负责人, 中国国际金融股份有限公司 SUN Dongqing Managing Director, China International Capital Corporation Limited 亚太及中国财富管理市场分析 The Outlook of Wealth Management Market in APAC and China 何大勇合伙人兼董事总经理,BCG 波士顿咨询公司 David HE Partner & Managing Director, The Boston Consulting Group

8 2015 EMINENT SPEAKERS 年会发言嘉宾 Day One Afternoon 第一天下午私人银行体系下家族财富管理业务的建设假想 Should Private Banks Launch Family Office Business in Their Sub-department? 胡迅怡总经理, 工银家族财富 ( 上海 ) 投资管理有限公司 Joy HU General Manager, ICBC Family Wealth (Shanghai) Investment Co., Ltd. 新常态新财富 New Normal, New Wealth 邱思甥, 私人银行部总经理, 包商银行 Oliver CHIU General Manager, Private Banking Dept., Baoshang Bank 财富的深根浅析家族财富管理 Family Wealth Management Analysis 白昊集团副总裁 / 歌斐常务副总裁, 诺亚财富 BAI Hao Vice President, Noah Private Wealth Management

9 2015 EMINENT SPEAKERS 年会发言嘉宾 Day One Afternoon 第一天下午中外私行的合作框架 : 客户的交叉服务与金融产品的交叉销售 The Cooperation Between Chinese and Foreign Private Banks: Cross-service and Cross-sale for Clients David LOO 北亚私人客户负责人, 瑞士隆奥银行 David LOO Head of Private Clients for North Asia, Lombard Odier Darier Hentsch 圆桌讨论 : 私人银行服务的核心价值观 Panel Discussion: The Core Value of Private Banking Services 主持人 Moderator: 项安达博士, 全球合伙人, 贝恩公司 Dr. Alfred Shang, Partner, Bain & Company 讨论嘉宾 Panelist: 黄先俊私人银行部总经理, 中国建设银行 HUANG Xianjun General Manager, Private Banking Dept., China Construction Bank 庄耀南高净值业务负责人, 友邦中国 Jeff CHUAN Head of High Net Worth, AIA China 潘洁私人银行部总经理, 中国银行上海分行 PAN Jie General Manager, Private Banking Dept., Bank of China Shanghai Branch 袁丹旭私人银行业务中心副总裁, 交通银行 YUAN Danxu Vice President, Private Banking Dept., Bank of Communications

10 2015 EMINENT SPEAKERS 年会发言嘉宾 Day Two Morning 第二天上午中国高净值人士的最新动态 Latest Insight Into Chinese High Net Worth Individuals 胡润董事长兼首席调研员, 胡润百富 Rupert HOOGEWERF Chairman and Chief Researcher, Hurun Report 2015 年中国高净值人士的海外资产配置 How do Chinese HNWIs Allocate Their Asset in Oversea Markets in 2015 洪曦私人银行资深投资顾问, 民生银行 Fred HONG Senior Investment Advisor, Private Banking Dept., China Minsheng Bank 资产保全与 OECD 多边税收征管 Asset Preservation and OECD Multinational Tax Collection 庄耀南中国高净值业务负责人, 友邦中国 Jeff CHUAN Head of High Net Worth, AIA China

11 2015 EMINENT SPEAKERS 年会发言嘉宾 Day Two Morning 第二天上午家族信托与财富管理在中国的发展 The Development of Family Trusts and Wealth Planning Market in Mainland China 王小刚合伙人, 段和段律师事务所 Steven WANG Partner, Duan & Duan Law Firm 圆桌讨论 : 高净值客户的投资新方向 Panel Discussion: The Latest Investment Trends of HNWIs 主持人 Moderator: 陈楷植, 中国大陆及台湾区域首席执行官, 奥思礼礼宾 Keynes CHEN, Regional General Manager, Aspire Lifestyles 讨论嘉宾 Panelist: 陈允私人银行部副总经理, 兴业银行 Eddie CHEN SVP, Private Banking Dept., Industrial Bank 王昊高级合伙人, 瑞银律师事务所 WANG Hao Senior Partner, Rayyin & Parters P.R.C Lawyers 陆庭龙私人银行及信托服务总经理, 恒生银行 Alan LUK Head of Private Banking and Trust Services, Hang Seng Bank 李戈私人银行部海外业务负责人上海浦东发展银行 LI Ge Head of Overseas Business, Private Banking Dept., Shanghai Pudong Development Bank

12 2015 EMINENT SPEAKERS 年会发言嘉宾 Day Two Afternoon 第二天下午本土家族信托形态的未来与趋势 The Future and the Trend of China Family Trust 聂俊峰私人银行部副总经理, 北京银行 NIE Junfeng Vice General Manager, Private Banking Dept., Bank of Beijing 财富代际传承资产全球配置的好处 How to Manage Wealth through Generations Advantages of Globally Diversified Portfolios Michael HAUPT 首席运营官, Vontobel Private Banking Michael HAUPT Chief Operating Officer & Investment Advisor, Vontobel Private Banking 中国式家族信托和家族办公室的创新与实践 Innovation and Practice of Sinicism Family Trust 汪岩焯执行总裁家族办公室总经理, 中融国际信托有限公司 WANG Yanzhuo Executive Chairman & General Manager of Family Office, Zhongrong International Trust

13 2015 EMINENT SPEAKERS 年会发言嘉宾 Day Two Afternoon 第二天下午圆桌讨论 : 人民币国际化 : 本土私人银行的全球化战略 Panel Discussion RMB Internationalization: Global Strategy of China Domestic Private Banks 主持人 Moderator: 施爱珍副总裁, 外联出国 Cindy SHI Vice President, Wailian Visa 讨论嘉宾 Panelist: 黄凡董事 / 财富管理中国区总经理, 德意志银行 ( 中国 ) HUANG Fan Director, Head of Wealth Management, China Onshore, Deutsche Bank (China) Ltd. 刘志坚私人银行与财富管理部总经理, 上海银行 LIU Zhijian General Manager, Private Banking and Wealth Management Dept., Bank of Shanghai 张旭东财富管理部总经理助理, 招商银行上海分行 ZHANG Xudong Assistant General Manager, Private Banking Dept., China Merchants Bank Shanghai Branch 赵羲副主任, 上海交通大学中国私募证券投资研究中心 ZHAO Xi Deputy Director of China Hedge Fund Research Center, SJTU

14 CONFERENCE SNAPSHOT 现场掠影

15 ABOUT SHINE MEDIA 关于士研传媒上海士研传媒有限公司 (Shine Media International) 成立于 2005 年, 公司始终致力于为商业领导者提供沟通交流平台与战略决策信息, 是全球知名的国际商业峰会的策划与运营者基于其卓越的社会资源, 公司现拥有政府要员知名专家资深学者构成的高级顾问团和专家委员会, 同世界近百个权威机构建立了战略合作关系, 并同众多权威媒体保持着良好的合作关系磨剑八年铸辉煌, 亚太财富管理与私人银行年会自 2008 年第一届以来, 我们始终秉承着自有的专业视角和卓越内涵, 为国内外财富管理与私人银行家提供聆听产业前沿信息及探索行业趋势的通道 ; 为商业伙伴寻找广泛交流, 深度合作的契机, 助力亚太财富管理与私人银行产业在新经济发展浪潮中实现腾飞 Shine Media was founded in 2005, known as Global Leaders Institute before. As a leading international business summit producer and operator, it is committed to providing a communication platform and strategic industry information for business giants. Shine Media organizes over 40 international business summits each year, bringing together the key issues of concern to strategic managers and many political and business elites. It has become an indispensable platform for global business leaders. Based on its superior social resources, Shine Media now has a senior advisory group and committee of experts composed of government officials, renowned experts and senior academics.

16 2016 ANNUAL PROGRAMME 2016 士研财富年度活动 1 月份 January 3 月份 March 中国高净值个人及企业家的税务风险与税务筹划研讨会 Tax Planning & Risk Management for Chinese HNWIs & HNW Entrepreneurs 基业长青, 明谋传家中国企业家家族传承金陵论坛 ( 南京 ) Chinese Entrepreneurs Family Succession Convention (Nanjing) 6 月份 June 6 月份 June 第九届亚太财富管理与私人银行年会 2016 ( 香港 ) The 9th Annual Wealth Management & Private Banking Asia 2016 (Hong Kong) 中国私人银行与财富管理白皮书 China Private Banking & Wealth Management Analysis and Forecast 7 月份 July 9 月份 September 高净值人士跨境资产配置研讨会 Global Assets Allocation for Chinese HNWIs & HNW Entrepreneurs 中国家族基金 : 设立运营和关键问题研讨会 Family Fund Forum: Establishment, Operation and Key Issues in China 11 月份 November 12 月份 December 第十届亚太财富管理与私人银行年会 2016 ( 上海 ) The 10th Annual Wealth Management & Private Banking Asia 2016 (Shanghai) 家族传承与下一代培养研讨会 Family Wealth Succession and Next Generation Education Forum 财富管理与私人银行年会 Wealth Management & Private Banking Summit 高净值企业家财富传承论坛 HNWIs and Entrepreneurs Family Succession Convention 私人财富管理研讨会与内训 Wealth Management & Private Banking Seminar/Training 财富管理白皮书 Analysis and Forecast

21 Pre-IPO Add 88 SOHO C 2001 Add Tel BJ Tel NY

25 飞行人生非凡体验 Leading Private Aviation Media

27 28th, Wan Tai International Building No.480 North Wulumuqi Road, Shanghai, P.R. China Tel: Fax: Website: 上海市静安区乌鲁木齐北路 480 号万泰国际大厦 28 楼电话 : 传真 : 官网 :

会议报告

会议报告 The 9th Annual Wealth Management & Private Banking Asia Conference Report 主办方 Organizer ORGANIZING COMMITTEE 年会组委会年会主办方 Organzier 年会支持机构 Supporters 2016 SPONSORS 年会合作伙伴赞助商 Sponsors 2016 MEDIA PARTNERS