Agenda at a glance
8.40am
Registration
9.00am
Welcome Address
9.05am
Panel Discussion
Wealth management in China – moving to the next level
9.55am
Presentation
The overview of residence and citizenship planning
10.10am
Presentation
ESG: an alternative source of alpha
10.25am
Presentation
Globalisation of Chinese wealth and its challenges
10.40am
Refreshment & Networking
11.10am
Presentation
Whats the best European Jurisdiction for your clients?
11.25am
Presentation
A new look at Universal Life - Guaranteed returns and Liquidity in a volatile world
11.40am
Presentation
We built a successful family office
11.55am
Presentation
As Chinese wealth moves offshore
12.10pm
Panel Discussion
How can we help wealthy Chinese Families?
1.10pm
Lunch & Networking
2.00pm
Panel Discussion
Developing an investment process and philosophy
2.45pm
Presentation
The changing Wealth Management market landscape in China
3.00pm
Presentation
The Professional Ecology of Financial Planners in China
3.15pm
Presentation
Overview and trends in China’s private wealth market for 2017
3.30pm
Presentation
How Can Overseas Trusts Protect Wealth for HNWIs and Entrepreneurs?
3.45pm
Forum Ends