We were delighted to host our annual event in Shanghai for the wealth management community in China.
 
Senior practitioners attended from the local market, as well as some other parts of Asia – including senior management, product gatekeepers and investment specialists, as well as business heads across technology, compliance, operations, and advisory and sales – working within local and universal Retail Banks, Private Banks, IFAs, Family Offices, Local Asset Managers, Securities Firms, and others.
 
Many thanks again to those people who participated in and attended the event, and also to our partners.

View last year's event

AGENDA

This forum included presentations, case studies and panel discussions designed to look at where the market is at today, the opportunities and challenges it faces, and where it needs to go to move to the next level.

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SPEAKERS

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    Adeline Tan
    Mercer
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    Alvin Ma
    EFG Bank
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    An Kelles
    Jersey Finance
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    Andrew Hardie
    The Boston Consulting Group
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    Bill Wu
    Henley & Partners
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    Bing Rong
    CreditEase
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    Dennis Wan
    Commerzbank
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    Don Klotter
    EFG Asset Management
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    Dr Daniel Brunner
    TriLake Partners
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    Eleanor Wan
    BEA Union Investment
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    Grant Mao
    AIA
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    Hu Hong
    Bank of Singapore
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    Ignatius Chong
    RBC Wealth Management
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    Jeff Li
    Sycamore Investment Services
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    Jeroen Buwalda
    EY
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    Jing Zhang Brogle
    Edmond de Rothschild (Suisse) S.A., Hong Kong Branch
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    Jonathan Ha
    Red Pulse
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    Lee Shyh-jih
    ERI Bancaire
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    Lefan Gong
    Zhong Lun Law Firm
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    Lin Zhu
    Red Pulse
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    Michael Huddart
    Manulife
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    Michael Shue
    Vistra
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    Patricia Thomas
    IRM Family Office
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    Qi Wang
    MegaTrust Investment
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    Ray Chou
    Bain & Company
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    Rex Lo
    BEA Union Investment
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    Sharon Yang
    RBC Global Asset Management
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    Tuck Meng Yee
    JRT Partners
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    William Xia
    AOW Financial Service

VENUE

Ritz Carlton

8 Century Avenue,

Lujiazui, Pudong

Shanghai 

Ritz Carlton

8 Century Avenue,

Lujiazui, Pudong

Shanghai 

SPONSORS

GOLD

SILVER

BRONZE

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