China Global Wealth Leaders Summit Shanghai 2019

24 October 2019
7:30am – 12:30pm, followed by a luncheon
Bvlgari Hotel, Shanghai
Email PDF

Email this event agenda as a PDF

Share with your colleagues
Add email addresses
Send Close window


A half-day conference featuring CEO panels, roundtable discussions, workshops and networking to discuss sustainable and responsible wealth creation and management in China.

2019 Event Photos


7:30am – 9:00am Registration and Refreshments
9:00am – 9:07am Welcome Address: Andrew Shale, Founder and Chief Executive Officer, Asian Private Banker
9:08am – 9:15am Welcome Address: Dian Wang, Chief Executive Officer, Hywin Wealth
9:15am – 9:25am

Keynote Address: Zhao Hai, PhD, Secretary General, Shanghai Banking Association

New Opportunities and Challenges in Private Banking Development

9:30am – 9:40am

Keynote Address: Joseph H.L. CHAN, JP, Under Secretary for Financial Services and the Treasury, The Government of the Hong Kong SAR Financial Services and the Treasury Bureau

What Hong Kong offers as the Hub of Asia’s Wealth Management Business

9:45am – 10:25am Panel 1: Private Banking and Wealth Management in China — the Next Phase
Following substantial industry reforms announced in 2018, how are private banks and wealth managers positioning themselves for growth and ensuring they are the most trusted (and capable) advisor to their clients? With the coming next wave of financial market openings, how will the leading Chinese private banks and wealth managers consult and advise their clients to understand the nature of market risk and return, as well as what constitutes realistic return expectations in complex markets? What new partnership and market access opportunities may become available for international private banks who are keen to contribute to China’s industry development?

Sebastian Enberg, Editor, Asian Private Banker

Panel Speakers:
Bo Wu, Member of Management Committee, Head of Wealth Management, China International Capital Corporation
Dr. Siu, Vice President, Hywin Wealth
Nick Yim, Head of North Asia, Goldman Sachs Private Wealth Management

10:25am – 10:45am Networking and Refreshments
10:50am – 11:30am Panel 2: Changing Client Expectations and Value-Added Demands
Many Chinese clients are transitioning from wealth generation to wealth preservation, encouraging the industry to provide more support around philanthropy, trusts, insurance, health and other lifestyle/concierge services which are required by clients and their families. These wealth preservation and value-added services are key tools in attracting and retaining clients, so how are the leading private banks and wealth managers developing their service propositions, and which service providers are winning the Chinese market and client trust?

Paris Shepherd, General Manager and Co-founder, Asian Private Banker

Panel Speakers:
David Shick, Head Private Banking Greater China, Branch Manager Hong Kong, Julius Baer
Ricky Li, CFA, Head, Gopher Multi-Asset Center, Partner Gopher Asset
Li Ge, Internet Finance Department, Chief Retail Business Development Officer, Huatai Securities
Ying Song, Managing Director, Chief Executive Officer, Youmy Wealth

11:35am – 12:15pm Panel 3: Product Evolution and Client Appetite in a Global Context
From the trade war to Brexit and Kashmir to the Middle East, international markets continue to become more complex and skewed towards downside risk. Yet the allure of all-time stock market highs and renewed central bank monetary easing means that sustainable asset allocation is even more important for Chinese UHNW/HNW clients. How are private bankers and wealth managers advising clients to prepare for 2020? In particular, what new product formats and structures are being added to product shelves to better serve clients and manage risk? How are managed solutions/discretionary allocations developing within China?

Charlene Cong, CFA, Senior Reporter, Head of Investments Coverage, Asian Private Banker

Panel Speakers:
James Leng, Head of Investment Research, China Merchants Bank
John Woods, Managing Director, Chief Investment Officer Asia Pacific, Credit Suisse
Monica Lin, Chairperson Hywin Wealth LLP; CEO, Hywin Capital (UK) Ltd; Chief Rep of Hywin Financial Group in Europe
Thomas Deng, Managing Director, UBS AG

12:20pm – 12:30pm Closing Morning Remarks: Paris Shepherd, General Manager and Co-Founder, Asian Private Banker
12:30pm – 1:30pm Networking Luncheon

2019 Partners

Lead Partner

Conversation Partner

Charter Partner



For further information, please contact:

Asian Private Banker reserves the right to amend this agenda at any time. All proceedings will be simulatanously translated into Putonghua and English. The event will be a private meeting with no media invited to attend except for the APB editorial team, who will not be covering or reporting on any aspects of the event conversations. The function is off-the-record for all participants, and no recording or reporting of any part of the proceedings is permitted or authorised.