• What is the outlook for the development of China's wealth management industry?
• Can China's wealth management industry live up to its many promises?
• Where are the biggest opportunities and challenges? What can you do to make the most of the opportunities?
• What do private banking and wealth management actually mean in a market as new and fast-developing as China?
• What's the real size of the market? And what is its growth potential?
• Where has the industry come from, and how is this defining its future?
• The domestic market is clearly in its infancy – how can it develop from its current base to create the infrastructure required to service wealthy individuals?
• What are the biggest regulatory issues?
• Are any of the processes, systems and technologies in other wealth management markets in markets like Hong Kong and Singapore appropriate in China?
• What is the psychology of typical clients in China?
• What will be the look and feel of the China market as it tries to blend local and Western styles?
• What's missing within China's wealth management market which prevents it from moving to the next level and stage of development?

Chair

Maranda Wong
Managing Director, Greater China Structured Solutions Sales
RBS

Panel Members

Hsiao-Yun Lee
Chief Executive Officer, China
Societe Generale Private Banking

Feng Liu
Chairman
FPSB China

Helen Liao
Financial Planning Director
Gao Fu

William Xia
General Manager, AOW Investment Consulting
Managing Director, AOW Insurance Agency

Chen Huang
Managing Director, Finance Professionals & Marketplaces, China
Thomson Reuters

Jennifer Zeng
Principal, Member of Financial Services Practice Leadership Team, Greater China
Bain & Company

• China's private wealth market – overview and trends
• Key success factors and best practices from the wealth management industry
• Implications for China's wealth management industry

• Product differentiation - what do investors want today?
• How has product offering for clients developed?
• What do typical client portfolios look like? How might they evolve?
• How can local banks move beyond product-pushing?
• How banks educate clients around basic concepts like asset allocation and portfolio construction?
• Where is there scope for innovation in China?
• What are the restrictions and other hurdles?
• What risk management which is commonly applied to client portfolios? How does this work in practice?
• Towards 2012: How will product structures and offerings evolve?
• Is there more and more interest from clients in looking outside China for investment opportunities?

Chair

Maranda Wong
Managing Director, Greater China Structured Solutions Sales
RBS

Panel Members

Percy Chan
General Manager, Wealth Management Department
Bank of East Asia

James Yang
Deputy Head & Managing Director, International Business Department
Everbright Securities

Albert Yuen
Executive Director, Head of Product Marketing and Investment Advisory Department
Bank of China International

Lawrence Lin
Director of South China and International Business
NOAH Private Wealth Management

Charles Zhao
Head of Investment Consulting, China
Mercer

Ren Hwang
Director, Greater China Structured Solutions Sales
RBS

• Introduction to CTA: underlying investment, trading strategies. The unique nature as a separate asset class
• CTA as an excellent diversifier: how to incorporate CTA into better portfolio management to achieve the best risk/.return profile
• CTA and global equities: how does the return of CTA compare with equities, especially during times of crisis?
• Getting access to CTA through indexing – RBS CTA Index and Aquantum Pegasus Zesus Index

Xav Feng
Head of Lipper Research Asia
Thomson Reuters

• What are the components of a successful onshore wealth management business in China (including technology, client service, etc)?
• How can firms genuinely stand apart from the competition?
• What product platform is needed?
• What are the main challenges in achieving this?
• What can be done to ensure that the large number of firms pushing wealth management products and services don't create a negative impression about the industry in the minds of existing and prospective clients?
• What does good client service mean in China?
• What challenges do foreign firms face in building their business in China?
• How can they compete with domestic players?
• What are some of the challenges firms face in scaling their businesses?
• What can the industry do to get a greater penetration of wallet
• Are firms really prepared to make the required commitment to growing a China wealth management business until they can make a profit, given this will likely take many years?

Chair

Dr Alfred Shang
Partner, Co-head of Financial Services Practice, Greater China
Bain & Company

Panel Members

Jianjun Liu
Head of Retail Banking
China Merchants Bank

Congshuang Zhu
Head of Shanghai Private Banking Center
CITIC Bank

Marcus Leese
Partner
Ogier

Serena Kwok
Associate Director
Ogier

• Reasons for private wealth planning
• Reasons for using "offshore" private wealth planning
• What is "offshore"?
• Vehicles for private wealth planning
• The trust structure
• A common problem
• A possible Guernsey / Jersey / BVI / Cayman solution

• What financial education and awareness is needed in China to ensure the first generation plans their wealth over the long term, and doesn’t end up destroying it?
• What are the opportunities for the development of trusts, estate planning and transfer of wealth?
• Are we about to see an explosion around opportunities in estate planning in China?
• Does the average adviser understand these issues, and know the right way to discuss them with their clients?
• What should be the motivations for succession planning, inter-generational wealth transfer and using trusts?
• What are the biggest pitfalls in the succession planning process for families? What is most likely to go wrong?
• How should clients view trusts in general?
• How are wealthy Chinese clients looking to educate their children?
• What are the particular issues relevant to Chinese families?
• How can families deal with evolving cultural changes related to gender and geography?
• What are some of the best practices around transfer of wealth, succession planning, tax and related issues which are in place in other markets that might be appropriate in China?

Chair

David Lin
Senior Investment Researcher, China
Reuters Chinese News (Shanghai)

Panel Members

Linda Ma
Managing Director
OCBC Private Banking Head, China

Peter Lee
Managing Director, Veco Invest (Asia)
Veco Group

Hong Rong
Chairman
Shanghai Stockstar Wealth Management

Feng Liu
Chairman
FPSB China

• The skills and attributes of a good private banker in China
• Why it is difficult to find qualified and experienced advisers
• How banks can overcome the problem of finding, training and retaining staff
• What training is appropriate – and effective – in China
• What makes staff loyal within China’s wealth management market
• Retaining talent – finding a sustainable way to incentivise staff and keep them loyal