Andrew Crooke
Editor
Hubbis

China's wealth management industry is still playing catch up, despite its size and potential. But as the growth story continues and people get wealthier, the need for relevant wealth management offerings is increasing. The gap between the winners and losers is likely to grow if organisations don't quickly develop and implement the right strategy.

• What are the key drivers for growing wealth management in China?
• Where are the biggest opportunities - and challenges?
• As China's significance in wealth management continues to increase, how should the regulators help facilitate the industry's further development?
• How can China's leading banks grow their footprint across Asia and globally? What are the success stories to date?
• How can Chinese firms best service clients as they look to invest in overseas markets?
• What investments in their platform and technology are institutions making to support and achieve their growth objectives?
• What might hold the local market back?

Chair

Andrew Crooke
Editor
Hubbis

Panel Members

Connie Leung
Head of Private Clients - North Asia
Amicorp

Yudong Zheng
Head of Investment Advisory and Strategy
Standard Chartered Bank

Nigel Rivers
Global Head of Private Clients
TMF Group

• With the growth of private wealth, it is important to consider the best methods to maximise its preservation and planning for future generations
• There are various wealth planning tools that are available to achieve effective wealth and succession planning objectives
• Two of these planning tools are: Trusts; and Life Insurance Policies (universal and asset wrap)
• Often seen as competitors; are they friends or foe?

Leo Guan
Managing Director, China
Amicorp

• Trends in Automatic Exchange of Information (AEOI)
• FATCA impacts on Trust and Personal Investment Companies
• G20 and OECD - introducing the new Global AEOI Standard
• Comparison FATCA and Common Reporting Standards
• Introduction of the new Global AEOI Standard in Switzerland and Asia
• Implications for wealth planning practitioners and clients
• Challenges and threats

2014 has been a year of reform acceleration - including more RQFII quotas granted to foreign banks, the launch of Shanghai-Hong Kong Stock Connect, further internationalisation of the RMB, and the establishment of the Shanghai Free Trade Zone. The focus is to make things quicker, easier and smoother to do business in China - and also drive more efficient cross-border trade. The unknown, however, is the extent to which wealth management firms can capitalise on the ever-increasing connectivity between China and the rest of the world.

• What are the biggest opportunities that China's reform programme creates for wealth management professionals - both at home and abroad?
• How should Chinese banks and wealth managers leverage the reforms?
• Which segments, industries and client types are most likely to invest globally - and where?
• What are the pitfalls of expanding too fast or too soon? How can this be avoided?
• In which markets and sectors does the potential exist for international firms to access China?
• What is the most relevant product set to introduce to the Chinese market?
• What are the remaining regulatory hurdles to doing business across borders? How should they be addressed?
• What approach works best when introducing policies to further internationalise the China market?

Chair

Andrew Crooke
Editor
Hubbis

Panel Members

Leo Guan
Managing Director, Mainland China
Amicorp

Johnson Chng
Managing Partner, Greater China
AT Kearney

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

Joanne Murphy
Managing Director, Asia Pacific & EMEA
CAIA Association

Leslie Mao
Director, Investment Services, China
Towers Watson

Hsiao-yun Lee
CEO
Societe Generale Private Banking China

Mark Smallwood
Managing Director, Head of Franchise Development and Strategic Initiatives, APAC
Deutsche Asset & Wealth Management

• What are the hedge fund strategies sought after post-crisis?
• Which hedge fund strategies have worked?
• Deutsche Asset & Wealth Management case studies

Anthony Zeng
Senior Fund Analyst
Morningstar

Gain an insight into Morningstar's fund selection process:
• Introduction of the methodology of fund picks
• How the process works for the fund pool
• Morningstar's role in data - data, research and advisory

Seamus Donoghue
Chief Executive Officer
Allocated Bullion Solutions

• The wholesale gold market's London origins and its migration eastward
• Unallocated vs allocated gold
• Physical gold pricing
• Wealth sector gold infrastructure 
- Switzerland vs Asia
• Is the wealth sector fulfilling Asia demand
• Impediments to scalability - transparency, liquidity, and collateral
• Value proposition for wealth sector


Martin Frick
Regional Director, Asia Pacific
Temenos

Many wealth management firms are realising that their organisations and systems simply cannot deliver what their clients, investment advisers and management require - for instance, broader offerings of more sophisticated products, virtually-enriched client-adviser collaboration, and integrated real-time information to better serve client households. At the same time, the rise of technologically-astute competitors, the increased administrative burden of regulatory compliance and strong competition for high-calibre advisers is putting stress on the margins of traditional wealth management institutions. The increased challenges firms face today, coupled with evolving industry-wide trends, are slowly but surely creating stress on wealth management practices.

• Industry trends and strategic priorities for the evolving wealth management landscape in Asia
• The benefits of a high-performing, fully integrated private wealth value chain -- front-to back-office
• Developing a client-centric business model with a robust infrastructure - to remain competitive and improve retention
• Balancing between meeting increasing regulations and increasing profit margins

HNW and UHNW individuals in China are increasingly grappling with how to most effectively manage the connectivity and dynamics of their business and family wealth, along with their estate, succession and tax planning needs - as well as their relationships with various service providers. They have multiple and conflicting issues, compounded by the various challenges they face relating to the investment and governance components of their portfolios, both for their businesses as well as privately. As a result, there is a growing need to help families write the next chapter of their story of entrepreneurial success.

• What is the connectivity between the business and family in terms of wealth management needs?
• How can you manage the different risk profiles between the business and the family?
• What's required to provide relevant access to capital markets and other investment opportunities?
• What are the issues wealthy individuals & families in China should consider with regard to legacy, estate & succession planning, and tax planning?
• How can HNW and UHNW individuals structure their wealth from a tax perspective?
• What governance structures are suitable for Chinese families?
• When they buy overseas property how should it be structured? What are the implications and impact in different countries?
• To what extent is citizenship increasingly important to Chinese clients?
• How can institutions create the right culture and commitment to service families' best?
• What is the strategic value to banks and other providers of offering wealth planning-related products and services such as fiduciary structures and long-term planning solutions?
• When and how is it appropriate to engage product and service providers?
• What is the opportunity for wealth managers offering family office services in China?

Chair

Andrew Crooke
Editor
Hubbis

Panel Members

Connie Leung
Head of Private Clients - North Asia
Amicorp

Mark Smallwood
Managing Director, Head of Franchise Development and Strategic Initiatives, APAC
Deutsche Asset & Wealth Management

Jennifer Lai
Director and Head of Business
Henley & Partners

Nigel Rivers
Global Head of Private Clients
TMF Group

Leo Guan
Managing Director, China
Amicorp

China's banking, securities and insurance regulators have been regularly introducing new guidelines, controls and measures to keep the wealth management industry under close watch - in relation to product and risk management in particular. The industry needs to adapt and be nimble in order to thrive within this environment.

• What is the current state of regulation for banks and the rest of the wealth management industry?
• How can the industry operate in a compliant yet profitable way?
• How should organisations deal with transparency and potential cross-border issues which many clients face as they look to expand their business or personal wealth abroad?
• What measures do private banks and other firms need to take to ensure they stay on top of regulatory requirements when giving advice?
• What is the impact on the Chinese market of global regulations such as FATCA?
• What do the most forward-thinking organisations do to stay ahead?
• What are the consequences of non-compliance?

Joanne Murphy
Managing Director, Asia Pacific & EMEA
CAIA Association

Overview of the FAI programme
An update of the global HF sector, how this relates to china and what's happening in the HF sector across asia pac and again relevant to china ahead of introducing tools that can help and the FAI certificate.

Wealth management in China is no longer purely dominated by banks and other traditional financial institutions. The dramatic entry and rapid rise of technology providers like Alibaba, Baidu and Tencent have shaken the market and cast doubt over traditional business models. With mobile, digital and social media delivery channels impacting the daily lives of clients, the role of banks and their ability to compete is being threatened.

• What is the role of technology within China's wealth management industry?
• Is the success of Alibaba and others sustainable?
• Will these success stories help to drive product innovation and platform enhancement among traditional wealth players?
• What is the outlook for the market given these disruptive forces?
• What are the pitfalls of their arrival in the wealth management space?
• How are today's technology and systems-related needs and priorities likely to evolve?
• How are emerging technologies reshaping the way banks connect with customers?
• What are the key digital trends and how do they impact China's wealth management industry?
• To what extent should banks enable wealth managers and investors to access portfolio information, products, news and investor comparisons in and out the office through mobile phones or tablets?
• Are apps the way to go for wealth managers who want a scalable option?
• How can social media facilitate personalised customer engagement? To what extent can you reach new markets using social channels?

Chair

Andrew Crooke
Editor
Hubbis

Panel Members

Seamus Donoghue
Chief Executive Officer
Allocated Bullion Solutions

William Xia
Founder
AOW Financial Planning

Frank Maltais
Managing Director, Asia Pacific
Princeton Financial Systems

Martin Frick
Regional Director, Asia Pacific
Temenos

Johnson Chng
Managing Partner, Greater China
AT Kearney