China International Wealth Management Leaders – Private Dialogue

Date:
January 25th, 2018
Time:
9:00am – 2pm
Venue:
Mandarin Oriental, Hong Kong

2018 Event Photos

 

Agenda

8:30am – 9:00am Registration and Networking
9:00am – 9:05am Opening Welcome Comments
Andrew Shale, Founder and CEO, APB连线 | Asian Private Banker
9:05am – 9:55am Leaders Conversation: Building an international platform for Chinese clients

Moderator:
Sebastian Enberg, Editor, Asian Private Banker

Panel Speakers:
Diana Chen, Head of Private Wealth Management & Retail Brokerage, Huatai Financial Holdings (HK) Ltd
Kenny Lam, Group President, Noah Holdings Limited
Kevin Huang, Head of Global Private Banking Department, Private Banking, China Merchants Bank

9:55am – 10:15am Networking Coffee Break
10:15am – 11:35am Workshop Rotations

Workshop 1: Under One Roof: A Strategic Solutions Platform for Chinese Wealth IntermediariesUBS Asset Management
Workshop 2: What’s on the Global Horizon for Local Investors: Finding your Global PartnerCiti
Workshop 3: Wealth Solutions 2.0 for Chinese Clients : Beyond Traditional Asset Allocation
Natixis Investment Managers
Workshop 4: Generating Alpha through Investec 4Factor Equity ApproachInvestec Asset Management

11:35am – 12:15pm Leaders Conversation: Importance of investment advice and value added services

Moderator:
Liz Mak, China Editor, Asian Private Banker

Panel Speakers:
Janet Li, Wealth Business Leader, Asia, Mercer Investment (HK) Limited
Richard Williamson, Managing Director of Offshore business, CreditEase Wealth Management
Sunny Ho, Managing Director, Head of Private Banking, Hong Kong Branch, China Minsheng Banking Corp. Ltd.
Tom Da, CEO, Juhui Financial Securities Limited, Jupai Holdings Limited

12:15pm – 12:30pm Closing Comments

Paris Shepherd, Managing Director, Asian Private Banker

12:30pm – 2:00pm Networking Luncheon

Panel and Workshop Topic Details

Leaders Conversation: Building an international platform for Chinese clients

As Chinese end clients rapidly go global and their wealth becomes more diversified, how can China-linked private banks and wealth managers successfully bring those relationships off-shore? Demanding Chinese clients have unique product, service and technology expectations that must be fulfilled to secure new money and profitable assets in Hong Kong and beyond. How are the leading Chinese banks achieving this in a fast, scaleable and compliant manner?

Moderator:
Sebastian Enberg, Editor, Asian Private Banker

Panel Speakers:
Diana Chen, Head of Private Wealth Management & Retail Brokerage, Huatai Financial Holdings (HK) Ltd
Kenny Lam, Group President, Noah Holdings Limited
Kevin Huang, Head of Global Private Banking Department, Private Banking, China Merchants Bank

Leaders Conversation: Importance of investment advice and value added services

While Chinese clients have an increasingly sophisticated understanding of the role of SAA in generating returns over time, they look to their off-shore private banking partners with specific and unique investment product expectations. They also place a higher premium on differentiated non-investment services including family office set-up, health, immigration, travel and education services provided by their private bankers. How are the China-linked private banks building these investment and non-investment capabilities, and where is their room for further bank differentiation?

Moderator:
Liz Mak, China Editor, Asian Private Banker

Panel Speakers:
Janet Li, Wealth Business Leader, Asia, Mercer Investment (HK) Limited
Richard Williamson, Managing Director of Offshore business, CreditEase Wealth Management
Sunny Ho, Managing Director, Head of Private Banking, Hong Kong Branch, China Minsheng Banking Corp. Ltd.
Tom Da, CEO, Juhui Financial Securities Limited, Jupai Holdings Limited

Workshop 1: “Under One Roof: A Strategic Solutions Platform for Chinese Wealth Intermediaries”

How to adapt as advanced technology, changing investor behavior, and regulatory changes evolve the Asian wealth management industry? We’ll show UBS Asset Management can support you mastering these challenges by going beyond product provision and offering a new and compelling strategic value proposition to Chinese wealth intermediaries.

Workshop Hosts:
Adrian Chen, General Manager, UBS Asset Management (Shanghai) Limited
Markus Egloff, Head of Wholesale Client Coverage, Asia (ex-Japan), Managing Director, UBS Asset Management

Workshop 2: “What’s on the Global Horizon for Local Investors: Finding your Global Partner”

We have witnessed a great transformation of China’s markets over the last 25 years, and have seen an
explosion of China’s wealth management industry over the last ten years amid an exponential growth in wealth
accumulation.

Given strong and increasing demands from the onshore local Chinese markets, what types of global products
and services can Chinese wealth professionals provide to their clients? And more importantly, who will be a
proactive and robust global partner to China-based private banks and wealth managers in bringing a wealth of
global opportunity to these investors?

Workshop Hosts:
Ethan Zhang, Vice President, Citi Private Client Solutions
Joey Tang, CFA, Director, Head of Greater China, Citi Private Client Solutions

Conversation catalysts:
Diana Chen, Head of Private Wealth Management & Retail Brokerage, Huatai Financial Holdings (HK) Ltd
James Hu, Executive Director, Senior Portfolio Manager, Income Partners
Leo Li, Head of Wealth Management & Equity Sales, CITIC Securities Brokerage (HK) Limited
Oscar Liu, CEO, Noah International (Hong Kong) Limited
Sam Lau, Managing Director, GF Asset Management

Workshop 3: “Wealth Solutions 2.0 for Chinese Clients : Beyond Traditional Asset Allocation”

China’s ever-expanding pool of private wealth is one of the fastest-growing accumulations of wealth today. The forces that set in motion a decade of extraordinary private wealth creation in China look poised to continue.

In the face of today’s markets where traditional assets are looking expensive, the million-dollar question would be – what are current investment options available to Chinese investors to continue growing their wealth?

The smart money says it is alternative investments, given the growing allocation and inclusion of alternatives investments by High Net Worth Individuals (HNWIs) and institutional investors around the world.

We will explore the various alternatives strategies that will enable Chinese investors to hunt for higher returns, whilst riding out potential market challenges in 2018.

Workshop Host:
Samuel Lam, Director, Head of Wholesale and Retail Fund Distribution, Hong Kong, Natixis Investment Managers

Workshop 4: “Generating Alpha through Investec 4Factor Equity Approach”

Global equity markets have seen a strong run amid encouraging economic activity, rising corporate profits and a relatively benign policy background in 2017. Is there room to go? Or are the ageing bull markets reaching a terminal stage? While many investors remain sceptical of the current market cycle, Investec Asset Management always focuses on fundamentals and selects companies that can drive long-term returns for a portfolio.

At this workshop, Investec Asset Management will introduce its proprietary 4Factor approach combining quantitative model and fundamental research, and discuss how their strategies can capture growth across China, Asia, Europe and global markets.

Workshop Host:
Mark Breedon, Co-Head of 4Factor Equity, Investec Asset Management

2018 Partners

Conversation Partners

Networking Partners

 

Enquiries

For further information, please contact: koye.s@asianprivatebanker.com

 
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.