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Partial Attendees

Regional Head, North East Asia
THE STANDARD CHARTERED PRIVATE BANK

Partner
BAIN & COMPANY

Chairman
BANK OF CHINA INTERNATIONAL LTD.

General Manager
SDIC

President Assistant
CIFCO

Head of Hong Kong & China
RBS COUTTS BANK LTD.

Senior Vice President, Head of Consumer Banking
EAST WEST BANK CHINA LTD.

Managing Director, Global Market Manager China
CITI PRIVATE BANK

GeneralManager, Investment Banking
CHINA MERCHANTS SECURITIES CO., LTD.

Managing Director
HUAAN FUND MANAGEMENT CO., LTD.

Head of Alternative Investment
FULLGOAL FUND MANAGEMENT CO., LTD.

Deputy CEO & Executive Director
SECURITIES AND FUTURES COMMISSIO HONGKONG

Deputy General Manager, Personal Financing Department, Wealth Management & Private Banking
BANK OF CHINA HEADQUARTER

CEO
3A ASIA

Managing Director, Hong Kong and Head of Private Banking
BMO HARRIS PRIVATE BANKING, BANK OF MONTREAL

Managing Director, Head of Private Banking, Onshore China
DEUTSHE BANK CHINA LTD.

Managing Director , Head of Private Banking North Asia
DBS BANK (HK) LTD.

Advisor
BANK OF COMMUNICATIONS INTERNATIONAL TRUST

CEO
AXA FINANCIAL SERVICES SINGAPORE LTD.

Country Manager
AXA FINANCIAL PLANNING HONGKONG LTD.

General Manager of Institutional Business
GUOSEN SECURITIES

Regional Sales Manager
3A ASIA

Head of China & Taiwan
THE BANK OF EAST ASIA LTD.

First Vice President
THE BANK OF EAST ASIA LTD.

China Chief Representative
GENWORTH FINANCIAL

Head of Private Banking
CHINA CONSTRUCTION BANK ASIA

EAGLE INVESTMENT SYSTEMS

Vice President
PEOPLE’S BANK OF CHINA

Director
SHANGHAI MUNICIPAL OFFICE OF FINANCE

Vice President
CHINA BANKING REGULATORY COMMISSION

Vice President
CHINA INSURANCE REGULATORY COMMISSION

Deputy General Manager
SHANGHAI GOLD EXCHANGE

Head of Private Banking
ICBC

Head of private banking Shanghai
BANK OF CHINA

Head of private banking Shanghai
CHINA MERCHANTS BANK

President
SHENYIN&WANGUO SECURITIES CO., LTD

Deputy General Manager
FULLGOAL FUND MANAGEMENT CO., LTD.

Head of Private Banking
CHINA MINSHENG BANK

Vice President
STATE ADMINISTRATION OF FOREIGN EXCHANGE SHANGHAI BUREAU

General Manager of Private Banking
CHINA MERCHANTS BANK

Senior Manager of Private Banking
CHINA MINSHENG BANK

Deputy Manager, Offshore Business
SHANGHAI PUDONG DEVELOPMENT BANK

Head of Private Banking
CHINA CONSTRUCTION BANK

Assistant General Manager,Private Banking Department
SHANGHAI PUDONG DEVELOPMENT BANK

Head of AXA Advisor, Wealth Management
AXA-MINMETALS ASSURANCE CO., LTD.

Deputy General Manager
BANK OF CHINA PRIVATE BANKING(MACAU)

Chief Investment Officer& Executive Vice President
AXA-MINMETALS

Group CEO
THE HENLEY GROUP

Strategy Consultant
SUCCEED AG

Managing Director
FIDELITY INVESTMENTS MANAGEMENT (HK) LTD

NOAH PRIVATE WEALTH MANAGEMENT CO., LTD.

Managing Director
DEKA INVESTMENT GMBH

Head of China
SINOPAC HOLDINGS

Head of Business Development
PING AN ASSET MANAGEMENT

Program

The 3rd Annual Wealth Management & Private Banking Asia 2010

Share Collaborate Grow

18 - 19 November 2010, Shanghai China Marriot Hongqiao Hotel


DAY ONE
Fresh Perspective New Opportunities

0830 Registration
0900 Chairman Opening Address
0910 Keynote Speech
  • 0910 Build Shanghai the Center for Wealth and Asset Management
  • 0940 Expand the Wealth Management and Private Banking Market in China
1010 Coffee Break
1030 Promote Cooperation, Strengthen Risk Management, Better Regulatory Policy
1100 Analysis of Current China Foreign Exchange and Future Outlook
1130 Outlook 2020: Future of Wealth Management & Private Banking in Asia Pacific
1200 Luncheon


Market Strategies for Wealth Management & Private Banking in a New Economic Background

1400 Standing Out: How to Grasp HNWIs in an Increasingly Competitive Market
1430 Panel Discussion: Overcoming the Challenges and Regulations to Win the High End Market
1500 Coffee Break
1520 The Advantage of Private Equity Fund in Wealth Management Portfolio
1550 A New Private Banking Model for the New World Order
1620 What makes Successful Private Banking?
1650 Coffee Break
1710
  • Table 1 : Innovation, Differentiation, De-homogenization
  • Table 2 : Private Banking Portfolio: Trust, PE, Securities, Insurance, And Futures
  • Table 3 : Onshore and Offshore Outlook
  • Table 4 : War of Talent: Key to Success
1900 Cocktail Party

DAY TWO
Diversify Portfolio of Wealth Management
Long Term & Sustainable Investment

0830 Registration
0900 Chairman Opening Address
0910 Wealth Management in the New Global Regulatory Landscape
0940 Private Bankers Positioning
1010 Coffee Break
1020 Panel Discussion: Analysis of Real Estate and Stock Market Investment in 2011
1050 Fresh Perspective for Booming Asia Wealth Market
1120 Coffee Break
1140 Roundtable Meeting
  • Table 1 : Future of Independent Wealth Management Market in China
  • Table 2 : Focus on the Changing Demand of Clients, Create HNWIs with Transparent Products
  • Table 3 : Sustainable Investment and Efficient Risk Management
  • Table 4 : Alternative Investment in Post Crisis Era
1200 Luncheon


Experience Share: Shaping the Future of China and Global Private Banking Industry
Provide Your Clients with Quality Services

1400 How to Be Genuine Private Banking?
1430 Create Winning Model in China Wealth Management Market
1500 Coffee Break
1530 Role of Non-traditional Investment in Private Banking Business
1600 China Merchants Bank: Experience Sharing - The Best China Private Banking Service by Euromoney
1630 End of Conference
*Please get notified that this is a draft conference program for the information of our intended speakers. Therefore, it will be updated periodically and speakers’ names and titles will be subjected to possible changes when necessary.
For more enquiries please contact Michael Du Tel 86 21 3251 6012 - Email michael.du@globaleaders.com
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