• Apr 21, 2022 from 9:00 to 17:30
  • Location: Shanghai
  • Latest Activity: Feb 25, 2022

The Wealth Management Summit gathers together high-net-worth individuals and decision makers from organizations such as private banks, family offices, family trusts, securities brokers, independent wealth management companies, asset management institutions, fintech companies and wealth management service providers, etc.

In 2022, the wealth management market will break the rigid payment, realize the true net value of products, and completely return to the origin of the asset management business, which also means the advent of the era of large asset management. Since the promulgation of the new regulations on asset management, the industry supervision system has been continuously improved, and the reform goals such as unified supervision rules and net worth transformation have made great progress, and gradually moved towards a sound development track. What challenges will bank wealth management and trusts face? How to achieve Vision 2035.

With regards to this, the "6th Wealth Management Summit" hosted by Finfo Global will be held in Shanghai on April 21st. There would be over 300 delegates amongst the government, associations, private banks, family offices, family Institutional leaders, independent wealth management companies, asset management institutions and wealth management service providers actively and in-depth exchange views on new changes in China's wealth management market and new developments in wealth management institutions.

Conference Overview

Main Conference:

AM — Opportunities and Challenges of Private Banking;
PM—Cross-institutional Collaboration to Explore Wealth Management Diversification;

Close-Door Seminar (PM)

A:Bank Asset Management Sub-Diversified Asset Allocation(Main Delegates:10 Key Person from Bank Asset Management);

B:Listed Company Asset Allocation(Main Delegates:15 Key Person from Listed Company (CEO, CFO, Head of Investment Department) ;

C:Family Office Assets Allocation (Main Delegates:15 Key Person from Family Office and Family Trust);

 

Key Topics

  • Navigating the New Normal, Global Market Cycles and Trends
  • Securities are Entering the Market, Accelerate the Layout of the New Wealth Management Track
  • Forces Affecting China's Economy - Wealth, Health, Climate and Social Responsibility
  • The New Dual-Cycle Development Pattern of China's Private Banking Industry
  • Embedding Alternative Assets into Portfolios will be a Differentiating Competitive Advantage for Wealth Managers
  • How to Get the Most Alpha in the Portfolio Defense War
  • Multi-dimensional External Cooperation to Jointly build a Wealth Management Ecosystem to Meet Customers' Multi- Level Needs
  • Explore Emerging Investment Landscapes, Wealth Management in the Digital Age
  • Compliance Practice and Exploration of the Pilot Business of Fund Investment Advisory
  • Wealth Management in the New Era, How to Build an Investment Advisory Ecosystem
  • How to Improve Asset Allocation and Portfolio Management Capabilities
  • The Emergence of Pension Wealth Management Products Opens a New Market Door
  • Competitive and Cooperative Model between Bank Asset Management and Mutual Fund
  • Prospects for Cross-Border Cooperation Models in the Asset Management Industry
  • FintechEmpowers Bank Asset Management, Facilitates Differentiated Development
  • The Development of Mutual Funds in the Choice of Cash Management of Listed Companies
  • Breaking the Rules, Private Funds have become the New favorite of Listed Companies
  • How to Choose Fixed Income Products
  • Stock Selection and Value Investment of Large Asset Management Institutions
  • Under the Changing Global Economy, the New Trend of Family Wealth Management
  • Philanthropy Helps Family Inheritance
  • Correctly Grasp Cross-Border Structure Tools to Realize Family Wealth Inheritance
  • Under the Goal of "Common Prosperity", how does Family Office Allocate Assets

 

Partial Confirmed Speakers:
Hao Hong
, Managing Director, Head of Research, Bocom International
Jianchang Ren, Chief Quantitative Investment Officer, Head of Financial Engineering Department, Taikang Asset Management
Eric Chen, Chief Wealth Managment Consultant, Bank of Communications
Zhen Yi, Head of Family Trust Team of Private Wealth Division, Pingan Bank
Liang Dong, Chief Quantitative Investment Officer, Quantitative Index and International Investment Department, TruValue Asset Management
Hanqing Tian, Deputy General Manager, Head of Quantitative and Overseas Investment Team, Huatai-PineBridge Investments
Fan Zhang, Founder&CEO, Tong Xiao Investment
Zai Shi, Head of Fixed Income, Jiu Ying Asset
Daimin Liu, General Manager of Investment Research Department, Ming Yi Fund
Xiang Fan, CEO, Jin Yi Capital
Xing Liu, Assistant to General Manager of Shanghai Business Headquarters and General Manager of Asset Allocation Department, Jiang Su Trust
Dayong Zhou, Managing Director, Western Securities

Official Website: http://www.caishiv.com/conference/detail?conferenceId=208

Register for the summit directlyhttp://finfoglobal.mikecrm.com/Q7PooUd 

 

Inquiry about the conference:

Email: dorothy.yao@finfoglobal.com

Tel: 86 21 51601000 ext: 8018

You need to be a member of Global Risk Community to add comments!

Join Global Risk Community

Upcoming Featured events

    About Us

    The GlobalRisk Community is a thriving community of risk managers and associated service providers. Our purpose is to foster business, networking and educational explorations among members. Our goal is to be the worlds premier Risk forum and contribute to better understanding of the complex world of risk.

    Business Partners

    For companies wanting to create a greater visibility for their products and services among their prospects in the Risk market: Send your business partnership request by filling in the form here!

lead