Top

Full Agenda

8.40am
Registration
9.00am
Welcome Address
Michael Stanhope
Chief Executive Officer
Hubbis
9.05am
Panel discussion
Wealth management in China – moving to the next level
  • What’s the opportunity that growing wealth in China represents to you?
  • How are the different business models evolving in the onshore wealth management market?
  • What are the services that a Chinese private bank offers?
  • Only around 30 percent of potential private banking clients are serviced by a bank – so how will we find them and engage them?
  • Why would a client use a local private bank?
  • Why would a client use a foreign bank?
  • Are there any real family offices in China? What do they do? What are their needs?
  • To what extent is the market becoming more professional?
  • It looks good for big foreign banks to talk about their commitment to China - but what can they actually do?
  • What does digital mean in Chinese wealth management?
  • How can we find the right talent? And grow it?
  • What’s the role that Hong Kong and Singapore will play in future access to China’s wealth?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel members

Ray Chou
Partner, Wealth Management & Asset Management Practice Lead
Oliver Wyman

James Wu
President / Partner
Triumph Capital

Xin Liu
Principal
Bain & Company

Elina Chow
Senior Counsel & Director of Family Office
Beijing Docvit Law Firm

Ying Song
Founder, Chairman and CEO
Youmywealth

Tiffany Fan
Founder & CEO
Huiyu Global Family Office Think Tank ( FOTT)

 

9.55am
Presentation
The overview of residence and citizenship planning
Jennifer Lai
Managing Partner, Head of North Asia
Henley & Partners
  • Why do families relocate?
  • What should HNW families consider when carrying out residence and citizenship planning?
  • Current developments in residence and citizenship programmes
10.10am
Presentation
ESG: an alternative source of alpha
Sharon Yang
Greater China Coverage
RBC Global Asset Management
  • How to achieve sustainable returns over long term via disciplined fundamental research?
  • ESG integration of fundamental research as alternative source of alpha
  • Rigorous risk management to harness alpha while balancing beta exposure
10.25am
Presentation
Globalisation of Chinese wealth and its challenges
An Kelles
Business Development Director, Greater China
Jersey Finance
  • Restrictions on capital outflows
  • Understanding of transparency & confidentiality
  • The gap between desire to plan and actual planning
10.40am
Refreshment & Networking
11.10am
Presentation
Whats the best European Jurisdiction for your clients?
Richard Tribe
Head of Business Development, Europe and Head of Family Office, Europe
Equiom Group

Comparison of European Jurisdictions - Jersey, Guernsey, Isle of Man and Malta

11.25am
Presentation
A new look at Universal Life - Guaranteed returns and Liquidity in a volatile world
David Varley
Chief High Net Worth Officer, Sun Life Hong Kong
Sun Life Financial
  • Using Insurance as an Asset to reduce risk to your portfolio
  • Take advantage of the Wealth Structuring benefits of HNW Insurance
  • Learn about how High and Low Life cover Universal Life solutions to give you guaranteed returns and liquidity
11.40am
Presentation
We built a successful family office
James Wu
President / Partner
Triumph Capital
  • What have we done to get where we are?
  • What's our investment philosophy and process?
  • With whom do we collaborate?
  • What are our priorities in the next few years?
11.55am
Presentation
As Chinese wealth moves offshore
Gerard Gardner
Global Head Wealth Solutions
EFG Wealth Solutions
  • The evolving onshore PB landscape in China: 2017 vs 2007
  • The globalising of Chinese wealth and trends to watch
  • The challenges and solutions for family succession
  • Advice for Chinese onshore wealth managers on how to enter and win the offshore PB game
  • Commentary on recent PB M&As in the offshore space and lessons for Chinese acquirers
12.10pm
Panel discussion
How can we help wealthy Chinese Families?
  • What are the trends we are seeing in wealth solutions globally?
  • What are the challenges that wealthy Chinese families face?
  • Do they really know what they want?
  • How is the concept of wealth solutions developing in China?
  • Who is competent and licenced to help them?
  • Are clients starting to understand concepts like asset protection?
  • What the role of insurance?
  • How will clients diversify their assets?
  • How will clients approach their legacy planning?
  • How can you participate in the increasing offshoring of Chinese wealth?
  • How can local and offshore firms collaborate?
  • Are confidentiality and asset protection the main reasons clients use a trust?
  • Do Chinese clients only consider an offshore trust if they want to hide their assets from creditors or a spouse?
  • When should a wealthy family consider an offshore structure?
  • What Jurisdiction is best?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel members

Richard Nunn
Business Development Director
Jersey Finance

Gerard Gardner
Global Head
EFG Wealth Solutions

Jennifer Lai
Managing Partner, Head of North Asia
Henley & Partners

Richard Tribe
Head of Business Development – Europe & Head of Family Office - Europe
Equiom

Kristy Calvert
Partner
Harneys

Lefan Gong
Partner
Zhong Lun Law Firm

Michael Ma
Partner
Dentons

13.10pm
Lunch
14.00pm
Panel discussion
Developing an investment process and philosophy
  • What are the biggest opportunities and challenges for the asset management industry in China?
  • How will clients increasingly diversify their portfolios?
  • What products are Chinese investors looking for to create this diversification?
  • Are clients interested in foreign funds?
  • What's the role of private equity?
  • Is there an appetite for hedge funds?
  • There is still a product-pushing mentality in China, and a lot of local investors are still very self-directed in terms of where, what and how to invest – how can we change that?
  • What can we do to better educate customers and improve the levels of service and overall client experience?
  • How do Chinese clients think about risk? Do they manage it appropriately?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel members

Sharon Yang
Executive Director, Head of Greater China Coverage
RBC Global Asset Management

Jeff Li
Founder, CEO and Chairman
Sycamore Investment Management

Sabrina Lam
Associate Director, Wholesale Business
HSBC Global Asset Management

Tuck Meng Yee
Partner
JRT Partners 

James Wu
President / Partner
Triumph Capital

14.45pm
Presentation
The changing Wealth Management market landscape in China
Ray Chou
Partner, Wealth Management & Asset Management Practice Lead
Oliver Wyman
  • Evolving wealth management market structure and drivers to the managed money in China
  • Digital disruption in the emerging wealth management ecosystem
  • Key winning factors of next-generation wealth management companies
15.00pm
Presentation
The Professional Ecology of Financial Planners in China
William Xia
Founder & Chief Executive Officer
AOW Financial Planning
15.15pm
Presentation
Overview and trends in China’s private wealth market for 2017
Xin Liu
Principal
Bain & Company

According to a joint report from China Merchants Bank and Bain & Company, total personal wealth in China reached RMB 165 trillion in 2016, an increase of almost 50 per cent over two years ago as the world’s most populous nation continues to churn out new cohorts of young, sophisticated and tech-savvy high-net-worth individuals (HNWIs). A notable finding is the significant change in priorities among China’s HNWIs over the past decade whereby there is a perceptible a shift away from wealth accumulation to an emphasis on wealth preservation and inheritance. What are the opportunities arising from China’s growing HNWI population and wealth? What sectors are likely to benefit the most from the strong momentum of wealth creation in China?

  • Overview and trends in China’s private wealth market for 2017
  • Chinese HNWIs investment mentality, behaviour and segmentation
  • Review, outlook and implications of China’s private wealth market
15.30pm
Presentation
How Can Overseas Trusts Protect Wealth for HNWIs and Entrepreneurs?
Ernest Zheng
Managing Director, China
Vistra
  • Setting up a family trust for your overseas assets before investment or immigration can protect your wealth with intergenerational inheritance.
  • Settling pre-IPO shares into a trust is not only a solution of family wealth protection but also that of employee benefit scheme for entrepreneurs.
  • Have overseas trusts been useless under CRS?
15.45pm
Forum End