Event Agenda
- 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)
- Why do families relocate?
- What should HNW families consider when carrying out residence and citizenship planning?
- Current developments in residence and citizenship programmes
- 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
- Restrictions on capital outflows
- Understanding of transparency & confidentiality
- The gap between desire to plan and actual planning
Comparison of European Jurisdictions - Jersey, Guernsey, Isle of Man and Malta
- 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
- 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?
- 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
- 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
- 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
- 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
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
- 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?