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 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 特邀外汇财资管理媒体 Special Treasury Management Media Partner 媒体合作伙伴 Media Partners NETCOC.COM www.99qh.com
2016 PARTICIPANTS 参会嘉宾分布情况 3% 9% 5% 3% 11% 39% 32% 私人银行 Private Banking 32% 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 39% 律所 / 会计事务所 / 咨询公司 Law, Accounting & Consulting Firm 11% 保险公司 Insurance 9% 媒体机构 Media Institution 5% 政府与行业协会 Government & Association 3%
2016 EMINENT SPEAKERS 年会发言嘉宾 Day One Morning 第一天上午 香港财富管理市场的最新投资趋势 Latest Investment Trends on Hong Kong Wealth Management Market 丁晨副主席, 香港中国金融协会 DING Chen Vice Chairman, Chinese Financial Association of Hong Kong 香港财富管理市场的最新趋势 Oversight on Hong Kong Wealth Management Market Sally WONG 行政总裁, 香港投资基金公会 Sally WONG Chief Executive Officer, Hong Kong Investment Funds Association 亚太及中国财富管理市场分析 Market Analysis on Asia and China Wealth Management 何大勇合伙人兼董事总经理,BCG 波士顿咨询公司 David HE Partner and Managing Director, The Boston Consulting Group
2016 EMINENT SPEAKERS 年会发言嘉宾 Day One Morning 第一天上午 银行的海外扩张与个人跨境产品法律设计 Hong Kong Regulatory Analysis and Legal Service 周亮高级合伙人, 大成律师事务所 Leo ZHOU Senior Partner, Beijing Dentons Law Offices, LLP
2016 EMINENT SPEAKERS 年会发言嘉宾 Day One Afternoon 第一天下午 亚洲财富管理人才发展 Talent Development for Wealth Management in Asia 黄兆勋经济金融学院实务教授, 香港大学经济及工商管理学院 Professor S.F. WONG Professor of Practice in Finance, Faculty of Business and Economics, The University of Hong Kong 中国私人银行在香港设立分支的案例分享 Establishment of China Private Banks Hong Kong Branches 曾锦燕私人银行董事总经理, 中国银行 ( 香港 ) Wendy TSANG Managing Director, Head of Private Banking, Bank of China (Hong Kong) 财富跨境配置的税务筹划 Offshore Tax Planning Problems and Solutions 王志伟私人财富规划部亚太区总裁, 普华永道 John WONG Partner, PwC
2016 EMINENT SPEAKERS 年会发言嘉宾 Day One Afternoon 第一天下午 中外金融机构战略合作新模式 Strategic Cooperation Between China and Foreign Wealth Management Institutions 王彪文联席首席投资官, 诺亚控股 ( 香港 ) 有限公司 PV WANG CIO, Noah Holdings (Hong Kong) Limited 圆桌讨论 : 中国财富管理机构的全球化战略 Panel Discussion: Globalization of China Wealth Management Institutions 主持人 Moderator: 项安达博士, 全球合伙人, 贝恩公司 Dr. Alfred Shang, Partner, Bain & Company Rosita LEE 投资产品与咨询业务负责人, 恒生银行 Rosita LEE Head of Investment Products and Advisory Business, Hang Seng Bank 蔡 董事总经理, 金融市场部主管, 兴业银行香港分行 Candice CAI Managing Director, Head of Global Markets, China Industrial Bank Hong Kong Branch 蔡民光私人银行中心总经理, 上海浦东发展银行香港分行 Ernest CHOI General Manager of Private Banking, Shanghai Pudong Development Bank Hong Kong Branch 赖峥嵘董事总经理, 恒理环球顾问事务所有限公司 Jennifer LAI Managing Director, Henley & Partners Hong Kong Limited
2016 EMINENT SPEAKERS 年会发言嘉宾 Day Two Morning 第二天上午 新选择 : 崛起的亚洲家族办公室 Emergence of Asian Multi-family Offices: A new option Philippe Legrand 首席执行官,London and Capital Asia Limited Philippe Legrand CEO, London and Capital Asia Limited 多样化的合理配置管理 如何实现风险收益平衡 Big Data Analysis: Risk and Return in Diversified Portfolio 罗忠雁副首席投资官, 国泰君安资产管理有限公司 LUO Zhongyan Deputy Chief Investment Officer, Guotai Junan Asset Management Ltd 中国家族信托的实践与创新 Best Practice and Innovation of Family Trust 王小刚合伙人, 段和段律师事务所 Steven WANG Partner, Duan&Duan Law Firm
2016 EMINENT SPEAKERS 年会发言嘉宾 Day Two Morning 第二天上午 圆桌讨论 : 竞争 vs 合作 外部压力下, 中国财富管理市场如何应对 Panel Discussion: Compete vs. Cooperate - Entry Strategy for Foreign Financial Institutions 主持人 Moderator: 林国国, 创始人, 深圳市金斧子资本管理有限公司 Miles LIN, Founder, Shenzhen Jinfuzi Capital Management Co.,Ltd 俞强私人银行事业部副总裁, 平安银行 John YU Vice President of Private Banking, China Ping An Bank 马晖洪联合首席投资官, 诺亚控股 ( 香港 ) 有限公司 William MA CIO, Noah Holdings (Hong Kong) Limited 王健总经理, 盈创投资管理有限公司 WANG Jian General Manager, Yingchuang Capital Management Co.,Ltd 马伟国私人银行负责人, 瑞士盈丰银行香港 Alvin MA Head of Private Banking, EFG Bank AG Hong Kong
2016 EMINENT SPEAKERS 年会发言嘉宾 Day Two Afternoon 第二天下午 中国私人银行的实践与创新 Best Practice and Innvation of China Private Banking 胡佩锋民生银行香港分行, 零售业务总监 Peter HU Director, Retail Business, China Minsheng Bank Hong Kong Branch 大数据分析在高净值客户财富管理的应用 Big Data Application on HNW Client Wealth Management 项安达全球合伙人, 贝恩公司 Alfred SHANG Partner, Bain & Company 新技术给财富管理机构带来的改变 Innovative Technologies for Wealth Management Michael HAUPT 首席运营官,Vontobel Private Banking Michael HAUPT Chief Operating Officer, Vontobel Private Banking
2016 EMINENT SPEAKERS 年会发言嘉宾 Day Two Afternoon 第二天下午 圆桌讨论 : IT 技术对财富管理市场带来的影响及改变 Panel Discussion Wealth Management Innovation with IT Application 主持人 Moderator: 王强, 副总裁, 士研咨询 Roger WANG, Vice President, Shine Consultant 康静财富管理与私人银行中心总经理, 中信银行公司 KANG Jing General Manager of Wealth Management and Private Banking, China Citic Bank 高晓明, 总裁, 深圳市招财猫资产管理有限公司 GAO Xiaoming CEO, Shenzhen ZCMALL Asset Management Co.,Ltd. 黄彦军私人银行海外分部主管, 招商银行 HUANG Yanjun Head of Global Private Banking, China Merchants Bank 王锡安北亚区总经理,AG Delta Simon WONG General Manager, Head of North Asia, AG Delta
CONFERENCE SNAPSHOT 现场掠影
ABOUT SHINE CONSULTANT 关于士研咨询 上海士研咨询有限公司 (Shine Consultant 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 Consultant 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 Consultant 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. www.shine-consultant.com www.private-bank-china.com
Mind the Gap Exceed expectations of clients and regulators Leverage your alternatives knowledge Gain credibility HEDG E F U N D S S TOCK S B OND S CAS H GET SMART. STAY SMART. REAL ASSETS PRIVATE E Q U ITY COMMODITIES DERIVATIVES September 2016 exam registration is open through August 4th. Learn more or register at CAIA.org.
China Foreign Enterprise Directory 17th Edition CD-ROM China Foreign Enterprise Directory (FED) is the most authoritative directory of all top multinational companies and foreign firms operating in the China market. The Directory is published once every year. All listings are updated daily ahead of printing, to ensure that the information is always up-to-date. The China Foreign Enterprise Directory 17th Edition CD-ROM* version provides fast and flexible methods for searching for companies. It includes all the data in the print version and more. This CD-ROM is a powerful research and marketing tool to help you succeed in your marketing campaigns in China. The CD-ROM version contains: More than 7,400 companies More than 16,400 offices More than 13,300 contacts More than 8,500 emails CD-ROM powerful features: Print mail labels Export Email: All emails can be exported into an Excel spreadsheet, you can send your marketing information to all listed emails Hyperlinks: Link via the Internet to the websites of listed companies Memo: Users can enter their own notes FULL SEARCH CRITERIA: Industry - Search companies by 60 major industry categories Location - Find companies located in all parts of China Company Name - Find the contact information of specific companies Nationality - Search companies by their HQ locations Job Title - Find the key executives you are looking for Memo - Track the record you entered in the CD database *CD-ROM is available only for Windows operating systems PRICING CD-ROM: US$400/RMB2,800 SinoMedia Best Sellers 1. China Enterprise Directory 2. China Business Guide 3. China Enterprise Directory 4. Top Global 500 Companies in China Directory 5. China Financial Services Directory CD-ROM FOR ENQUIRIES, CONTACT: Tel: +86 21 5385 9061 Email: ralph.wang@sinomedia.net
www.private-bank-china.com 28th, Wan Tai International Building No.480 North Wulumuqi Road, Shanghai, P.R. China 200040 Tel: 86-21-52428100 Fax: 86-21-52428141 Website: www.shine-consultant.com 上海市静安区乌鲁木齐北路 480 号万泰国际大厦 28 楼 200040 电话 :86-21-52428100 传真 :86-21-52428141 官网 :www.shine-consultant.com