Andrew Crooke
Editor
Hubbis

• 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?
• Are firms really prepared to make the required commitment to growing a wealth management business, given this will likely take many years?
• What is the real differentiator - product, systems, process, people or culture?
• What are the biggest regulatory issues?
• 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

Andrew Crooke
Editor
Hubbis

Panel members

Fan Huang
Director, Head of Private Wealth Management, China Onshore
Deutsche Bank

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

William Xia
Founder, Managing Director
AOW Investment Consulting and AOW Insurance Agency

Adam Lee
Director of Private Clients, North Asia
Amicorp Group

Leo Guan
Managing Director, Mainland China
Amicorp Group

• Existing Exchange of Information (EOI) standards, failures and developments
• FATCA and Intergovernmental Agreements (IGAs)
• IGA and reciprocity
• G20 Summit 2013: to a global system of automatic EOI
• Impact on Asia's private wealth market
• Solution: anticipate with compliant structuring

Nigel Rivers
Managing Director, Hong Kong, and Regional Director of Private Clients, Asia Pacific
TMF Group

• Why wealth planning matters
• Why everyone should plan
• What can go wrong if they don't plan
• What are the common wealth planning tools and how to use them effectively
• How to implement wealth planning in practice - and what are the challenges to address

Mary Chan
Associate Director
Heritage Trust Group

A "live" Q&A on stage - to cover:

• What type of wealth planning-related advice is appropriate - and compliant - for Asian clients in today's increasingly regulated world?
• What trends are there in terms of which are the preferred trust structures for Asian clients? What is driving these structuring decisions and preferences?
• Given the number of jurisdictions in which you can set up a trust structure, does it make any difference where you set one up?
• What questions do advisers need to ask Asian clients to know what is best-suited to them?
• What do you see are the 3 major legal / regulatory issues at the moment for wealth planning in Asia?
• What 3 estate planning products do you see being used over the next 5 years in Asia?
• Over the next 5 years, which 3 wealth management centres will be at the forefront and why?

Serena Sun
Consultant, Financial Risk & Governance
BDO LLP

This presentation will cover the internal controls of financial risk management in respect of the wealth management industry.

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

• Overview and trends in China's private wealth market
• Chinese HNWI investment behaviour, segmentation and selection of wealth management institutions
• Competitive landscape of China's private banking sector
• Implications for China's private banking sector

Morris Huang
Managing Director
Portcullis Group

• 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

Andrew Crooke
Editor
Hubbis

Panel members

Percy Chan
General Manager, Wealth Management Division
Bank of East Asia (China) Ltd

Linda Ma
Managing Director
OCBC Bank

Nigel Rivers
Managing Director, Hong Kong, and Regional Director of Private Clients, Asia Pacific
TMF Group

Edward Yum
Director, Head of Sales, Hong Kong
Amicorp Group

Sophy Xia
Investment Consultant
Morningstar

• Introduction on Morningstar Investment Management
• Lifetime asset allocation with human capital
• Primary risks investors face during their lifetime
• About human capital
• Asset allocation with human capital

• What can be done to expand the product range in China and help the domestic market grow further?
• Where is the biggest demand among clients?
• To what extent should regulation evolve in terms of the product offering?
• How can banks improve the offering in terms of products and services - in the absence of a wider set of investment products?
• To what extent do the sales and advisory models in China need to change for the market to develop further?
• How can the market cater effectively to wealthy Chinese via asset allocation and diversification?
• Should local clients be allowed to buy a broader range of investment products?
• To what extent is there connectivity between China and other markets from an investment perspective?
• How can advisers better set expectations, and what is reasonable in terms of market returns?

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Xi Hong
Senior Investment Consultant
China Minsheng Bank

Jennifer Wang
First Vice President, Product Head
UOB

Erik Hon
Regional Director, Institutional Services
iFAST Financial

Leslie Mao
Director, Investment Services, China
Towers Watson

Erik Hon
Regional Director, Institutional Services
iFAST Financial

• What is a platform and the drivers for its growth?
• Platforms as a distribution force in developed financial markets such as the UK, US and Australia
• What is the role of platforms for different stakeholders: investors, advisers and institutions?
• How does a platform fit in the global trend towards transparency and fee-based advisory?
• Opportunities and threats from the upcoming China-HK Mutual Fund Recognition Regime?

Joanne Murphy
Managing Director, Asia Pacific & EMEA
CAIA Association

• Hear more about the Chartered Alternative Investment Analyst (CAIA) Programme
• Learn how acquiring a broader skill-set and a deeper understanding of the alternative investment industry will help you in a fast-paced changing environment
• Expand your professional horizons and understand how obtaining your CAIA charter could help you with your career aspirations

• What are the general expectations and requirements of Chinese clients with their onshore wealth? To what extent is this changing?
• How can banks differentiate their offerings?
• What are the component parts of getting a wealth management platform right?
• What is the real differentiator - product, systems, process, people or culture?
• How can you engage your staff, enhance the client experience and make more revenue?
• Retaining talent - finding a sustainable way to incentivise staff and keep them loyal
• What does it take to deal with existing clients and prospects - including both new-to-bank-clients and upgrading clients?
• How can firms encourage RMs to provide a good long-term service to attract and retain clients - not just target AUM?
• What is the real differentiator - product, systems, process, people or culture?
• Can wealth management firms realistically establish a wide distribution platform and forge links with offshore players to offer a diversified offering and maximise the profitability of their business?
• What technology is needed to provide an effective solution for clients?
• How are emerging technologies and processes reshaping the way you connect with customers? How should online and mobile offerings be developed to drive the business to the next stage?
• What financial planning, onboarding, investment analytics and other tools are needed?

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Rainbow Pan
Head of HNW, China
AIA

Joanne Murphy
Managing Director, Asia Pacific & EMEA
CAIA Association

Maikel Sajangbati, CWM
Member, Board of Advisors, and Counsellor
Certified Wealth Managers' Association

Fan Huang
Director, Head of Private Wealth Management, China Onshore
Deutsche Bank