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6th December 2019 Mandarin Oriental Pudong Shanghai, China

Wealth and Society 2019

Wealth - The Power of Change



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Wealth & Society 2019

Wealth & Society 2019 is a platform created to gather a high-level audience to showcase and recognise the positive impacts that they have been creating in society. It’s also intended to help us start thinking of where wealth will be generated and how we can participate in for the benefit of mankind and our shared future.

Dialogue on the trends of wealth creation, preservation, succession and its impact to society

Share the latest best practices for impact investment

Interact with more than 300 global influencers, experts, prominent decision-makers, professional peers and high net worth individuals (HNWIs)

If you would like to use your wealth to be relevant to society and take advantage of all the innovations in wealth creation, this conference is for you.

Event Details

Wealth – The power of change

For the past decade, global wealth creation has centered around the United States and China. With technological revolution, financial innovation and globalisation going hand in hand to significantly drive change, the wealth accumulation has grown rapidly and more diversely.

Besides wealth, social problems such as environment, education, resources, poverty and health are being acknowledged as the greatest challenges for all mankind that need to be addressed. Gen X and millennials who will be growing up to the major driving forth in the wealth creation are taking over the bat from the elder generation. With the wisdom, capital and technologies, it is time for them to take the roles of leaders and stewards on the road to a more sustainable future. As a new decade is approaching, we would love to take this opportunity to discuss about the latest trends and hot topics about wealth creation, management and inheritance.

Wealth & Society 2019 gathers international and local leaders in business, government, technology, philanthropy and academia as well as influencers to showcase and recognise the positive impact they have on society. The platform is designed to help us think where wealth will be generated and how we can participate for the benefit of mankind and our shared future.

  • The latest trends and developments in global wealth and impact investing
  • Business for good
  • Building an open and inclusive ecosystem
  • Green finance under the spotlight
  • Private wealth development enabled by the technology
  • Meeting digital clients
  • What is a smooth and successful family transition?
  • Building a sustainable future
  • HNWIs who are serious in the deployment of wealth into impact investing
  • Private bankers and family offices
  • Foundations, philanthropic organizations, and charities
  • Digital wealth and technology startups
  • Professional service providers, lawyers and accountants
  • Independent institutions serving for HNWIs, including but not limited to wealth management companies, insurance companies, trust companies, securities, law firms, tax agents.
  • Healthcare companies, luxury brands, overseas education consultancies and overseas property agencies
  • Investment specialists, product designers, financial planners, portfolio managers and senior relation managers
Wealth – The power of change

With technological revolution, financial innovation and globalisation going hand in hand to significantly drive change, the global economy has grown rapidly. Wealth, particularly, has accumulated at a great rate, and China currently takes the world’s second place in terms of total household wealth.

Besides wealth, social problems such as environment, education, resources, poverty and health are being acknowledged as the greatest challenges for all mankind that need to be addressed.

China’sfirst generation of wealthy individuals, mainly business owners, is handing over the bat to the Gen Xers and millennials, who will be growing up to the major driving forth in the wealth creation in the next decade. With their wisdom and capital, it is big opportunity for them to take the roles of leaders and stewards on the road to a more sustainable future.

Wealth & Society 2019 gathers international and local leaders in business, government, technology, philanthropy and academia as well as influencers to showcase and recognise the positive impact they have on society. The platform is designed to help us think where wealth will be generated and how we can participate for the benefit of mankind and our shared future.

  • What the impact investing landscape looks like globally today
  • China’s sustainable and impact investing development
  • Standardising the evaluation of impact measurement rules
  • Intersections: Where philanthropy meets impact investment
  • The power of the capital
  • Green finance under the spotlight
  • The potential of innovation
  • Effective tips for sustainable succession planning
  • Millennials and women to revolutionise the current investment strategies
  • What mistakes should we try to avoid?
  • High-net-worth individuals who are serious in the deployments of wealth into impact investing
  • Private bankers and family offices
  • Foundations, philanthropic organizations, and charities
  • Digital wealth and technology startups
  • Professional service providers, lawyers and accountants
  • Independent institutions serving for HNWIs, including but not limited to wealth management companies, insurance companies, trust companies, securities, law firms, tax agents.
  • Healthcare companies, luxury brands, overseas education consultancies and overseas property agencies
  • Investment specialists, product designers, financial planners, portfolio managers and senior relation managers

Past Speakers and Moderators

Dr. Zhang Guangping (Dr. Peter G. Zhang)
Member of CBIRC Shanghai Preparatory Office
Dr. Harley Seyedin
President,
Allelon Energy Partners, Winner of 2017 Oslo Business for Peace Award
Tang Ning
Founder and CEO, CreditEase

Dr. Tzu-Kuan Chiu
Professor,
Shanghai Advanced Institute of Finance, Shanghai Jiao Tong University
Zhao Zhimin
General Manager, Shanghai Wealth Management Center,
CITIC Trust
Amy Tucker
Co-Founder and Chief Impact Officer, Sparrow


Steven Zhang
Chief Economist and Head of Research, Morgan Stanley Huaxin Securities
Li Shuang
Partner and Attorney at Law, Dentons Law Firm


Pan Xilong
Associate Professor,
Chinese Finance Research Institute, Southwestern University of Finance and Economics
Dr. Gordian Gaeta
Chairman of Wealth and Society
Emmanuel Daniel
Chairman,
The Asian Banker
Dr. Zhang Guangping (Dr. Peter G. Zhang)
Member of CBIRC Shanghai Preparatory Office

Dr. Peter G. Zhang is currently a member of CBIRC (China Banking and Insurance Regulatory Commission) Shanghai Preparatory Office. He started to work at China Banking Regulatory Commission (CBRC) as the deputy director of the Innovation Supervision and Cooperation Department in 2005, and re-allocated to Shanghai Office as deputy director general from 2007 to 2016. Prior to this, He joined Shanghai Futures Exchange in 2003 as chief financial engineering advisor and senior director of the Research and Development Centre. He served as manager and vice president in various financial institutions such as Standard & Poor’s of the United States, Union Bank of Switzerland and as head office of the Chemical Bank in New York. After working for Chase Manhattan Bank in Tokyo as vice president, he broadened his expertise to financial and security laws at Harvard Law School. He is an experienced financial expert with many articles and books published in both English and Chinese, including Barings Bankruptcy and Financial Derivatives (1995), Exotic Options – A Guide to 2nd Generation Options.

Dr. Harley Seyedin
President, Allelon Energy Partners
Winner of 2017 Oslo Business for Peace Award

Dr. Harley Seyedin is currently the president of Allelon Energy Partners. Allelon Energy Partners is involved in the development, construction and operation of new energy and power projects internationally. Harley is also president of American Chamber of Commerce in South China. He won the 2017 Oslo Business for Peace Award alongside Elon Musk. The selection was made by an independent committee of Nobel Prize winners in Peace and Economics to confer to exceptional individuals who are ethically and responsibly creating value for both business and society. He was nominated and subsequently shortlisted by the Nobel Committee for consideration for the 2016 Nobel Peace Prize. From 2010 to 2018 Harley served as Vice Chairman for U.S.-China Economic and Trade Policy of the Asia Pacific Council of American Chambers of Commerce. In August 2018, he was appointed as the Special Advisor to Chairman at President George H. W. Bush China-U.S. Relations Foundation.

Dr. Tzu-Kuan Chiu
Professor, Shanghai Advanced Institution of Finance, Shanghai Jiao Tong University

Professor Chiu is currently teaching at the Shanghai Advanced Institution of Finance (SAIF). Before joining the faculty in 2015, Professor Chiu taught at California State University in the U.S. and National Central University in Taiwan. Her main expertise and focus are impact investing, sustainable investment, finance ethics, business ethics, and corporate social responsibility for the financial sector. Prof. Chiu has authored and edited books in corporate governance, corporate finance, and business ethics, and published articles in the field of microfinance and corporate social responsibility in the “Journal of Business Ethics”. In addition, she has developed a CSR database for Taiwan, which is the first in emerging markets and serves as a baseline case.

Zhao Zhimin
General Manager, Shanghai Wealth Management Center, CITIC Trust

Ms. Zhao is the current general manager of Shanghai Wealth Management Center, CITIC Trust with 22 years working experience in the financial industry, including 15 years in wealth management and asset management. She is a certified financial planner (CFP), an executive financial planner (EFP), as well as a qualified financial engineer. She also holds the role as a senior economic commentator of China Business Network Co. Ltd (CBN), China’s largest and most influential financial media, and East Finance and Economics. She participated in the writing of “The Actual Experience of the Finance Hunter: Asset Management, Capital Allocation and Resource Integration” compiled by the “Trust for Fortune” under their think tank series, which is one of the best-seller series within its category.

Amy Tucker
Co-Founder and Chief Impact Officer, Sparrow

A social entrepreneur and innovator, Amy Tucker co-founded Sparrow, a U.S. mobile services and platform company, and invented the company’s buy-one-give-one mobile model. In addition, Tucker served as a Bill and Melinda Gates Foundation Technology Advisor via the Technology Partner Network. With a creative technology career spanning over 20 years, Tucker’s passion is creating solutions that further global sustainability.

An artist and inventor, Tucker specializes in emerging technologies and was recognized as a technology leader by the Global Fund for Women. Previously, Tucker helped establish and grow one of the earliest interactive agencies, Fusion Interactive. In 2005, she created and later sold Xeko, a multimedia children's game designed to raise awareness for endangered animals, teach STEM skills, and fund global conservation. Prior to co-founding Sparrow, she collaborated with Telecom for Good and the U.S. Dept. of Commerce to launch a workforce development initiative based in the U.S. Virgin Islands, leveraging the Internet to connect local residents with worldwide job opportunities and jump start Silicon Island.

Steven Zhang
Chief Economist and Head of Research, Morgan Stanley Huaxin Securities

Steven Zhang is currently the chief economist and head of research at Morgan Stanley Huaxin Securities. Prior to this, he was senior economist of UBS, China economist of Morgan Stanley (Asia), and assistant economist at International Monetary Fund (IMF). Steven has deep insights and thorough understanding in large financial institutions in China. He was engaged in the research of ICBC and ABC’s Hong Kong IPO when working at Morgan Stanley and Credit Suisse respectively. He is an active columnist for many mainstream media including Caixin, Caijing, China Securities Journal, FT Chinese, Reuters, and interviewed by CCTV, Phoenix Financial, CBN and Bloomberg.

Li Shuang
Partner and Attorney at Law, Dentons Law Firm

Li Shuang is one of the partners of Beijing Dentons Law Firm. She has been serving the Family Office Team in Beijing Headquarters of Dentons Law Firm for over six years. Li has been devoting herself to the research and practice of risk management and inheritance of wealth of Chinese high net worth individuals (HNWIs). She has made a deep research on the effect of comprehensive wealth management tools, such as law, taxation, life insurance, private trust, immigration, financial investments, risk management and inheritance of private wealth. Li’s specialty is designing family wealth inheritance plans for Chinese high net worth individuals and families. She has helped well-known Chinese entrepreneurs and family offices by successfully designing and implementing family inheritance plans in numerous occasions.

Tang Ning
Founder and CEO, CreditEase

Tang Ning founded CreditEase in 2006, as China’s first marketplace leading company, and over the past decade, the company has developed into one of the leading Fintech company in China, specializing in small business and consumer lending, as well as wealth management for China’s rapidly growing mass affluent and high net worth investors. Under Mr. Tang’s leadership, CreditEase has expanded its nationwide network to 267 cities and rural areas in 20 provinces across China, as well as establishing international footprint in Hong Kong, Singapore, Israel, Europe and North America.

Dr Gordian Gaeta
Chairman, Wealth and Society Programme

Dr. Gaeta has been a banking consultant for around 25 years, and is one of Asia’s leading banking consultants and risk control experts. He has advised and served many of the leading financial services organisations across Asia and close to half of the top 100 banks worldwide. He specialises in developing and implementing analytical solutions for complex strategic issues in financial services-related industries undergoing significant change or being exposed to intricate risk issues.

Dr. Gaeta has published around 20 articles on banking and financial services and several books, notably “Frontiers in Credit Risk” and “Opportunities in Emerging Markets”. He is also a regular speaker on the international conference circuit, and a Guest Lecturer at several universities.

Pan Xilong
Associate Professor, Chinese Finance Research Institute, Southwestern University of Finance and Economics

Pan Xilong is an associate professor at the Chinese Finance Research Institute of Southwestern University of Finance and Economics and a corporate governance coach at the International Finance Corporation. With more than 30 years working experience in financial education, he teaches all aspects of finance and is a frequent speaker at international seminars. His expertise is in designing financial products and in planning investment projects with a variety of financial tools, as well as offering comprehensive financial plans and investment advice to both enterprises and individuals. Pan is the author of“Fixed-Income Instrument Analysis”, “Study on the System of Catastrophe Compensation Fund” and other books.

Emmanuel Daniel
Chairman, The Asian Banker

Founder of The Asian Banker, the most respected provider of consulting and intelligence in the financial services industry in the Asia Pacific region and other emerging markets. Mr. Daniel has led it to become a combination of leading industry research, publication and consulting house, with a strong reputation worldwide.

Foo Boon Ping
Managing Editor, The Asian Banker

Boon Ping manages The Asian Banker publication business and engages practitioners, customers, partners and the media on critical issues that impact the industry. He has more than 21 years of experience in the banking and financial services industry, specializing in strategic branding, marketing communications and consumer insight. Prior to The Asian Banker, he was at United Overseas Bank (UOB), covering Singapore and key markets in the region, such as China, Indonesia, Malaysia and Thailand.

AGENDA

09:30

Opening remarks

Welcome note
*Ying Yong,
Deputy Secretary, Shanghai Municipal Committee; Mayor of Shanghai

Keynote speakers
*Jiang Jianqing,
Chairman, SINO-CEEF; Former Chairman, Industrial and Commercial Bank of China.
Jiang will share his insights on the roadmap of China's financial services industry in the current political and economic environment being reshaped by the technology revolution. He will tell us the story of the financial inclusion, and how financial institutions can provide appropriate and effective financial services to all levels and groups of people with unique financial needs.

*Ma Weihua, Member of SDG Impact Steering Group; Chairman of the Board,China Global Philanthropy Institute; Former President of China Merchants Bank Ma has become one of the most active advocates of impact investing in China after he retired from the China Merchants Bank. He will give us a bird eye view of the latest global trends of social finance and impact investing as well as how China can improve the sustainable development using innovated financial tools.

International Keynote
Michael Owen,
Former English Footballer
Owen became England's youngest player and goal scorer at the age of 19 and was awarded the coveted Ballon d’Or in 2001 for his magnificent performances for club and country. He will share his personal journey from being a great footballer to how skills and resources can be invested and deployed in creating a better society.

Leadership dialogue
The latest trends and developments of global wealth landscape and impact investing

According to the Global Wealth Report 2019 by Credit Suisse, global private wealth keeps on growing despite of the impact from trade tensions, slowdown in economic growth and stock-market volatility. More tellingly, China overtook the United States this year with most people in the top 10% of global wealth distribution. Though, the idea of impact investing is just in its early stages in China, under the joint efforts of the government, enterprises, research institutions and social groups, more companies and individual HNWIs are involved in the impact investing. We will discuss about the latest trends and developments of global wealth landscape and impact investing in the leadership dialogue session.

Invited panellists
Michael Owen, Former English Footballer
Ma Weihua, Member of SDG Impact Steering Group; Chairman of the Board,China Global Philanthropy Institute; Former President of China Merchants Bank
Jiang Jianqing, Chairman, SINO-CEEF; Former Chairman, Industrial and Commercial Bank of China
Li Nan, Head of Asia Pacific, UNDP SDG Impact Finance

11:30

Business for good

Wealth accumulation has encountered a number of social problems such as environmental pollution, resource depletion and climate change in the past decades. More wealth is expected to be created by solving these problems in the next decades. In this session, we will discuss how to attract various capitals into sustainable and responsible investments.

  • China’s economic transformation as the best opportunity for ESG development
  • Corporate social responsibility (CSR) case studies
  • Access to impact investing fund

Invited panellists
Fu Changbo, Assistant Dean, China Global Philanthropy Institute
Angela Bai, Secretary General, China Alliance of Social Value Investment
Mu Linshan, General Manager, Public and Public Welfare, Sequoia Capital China

12:15

Sign the Memorandum of Cooperation with

  • Shanghai Lujiazui Financial City Authority
  • China Global Philanthropy Institute.

13:30

Building an open and inclusive ecosystem

A healthy financial ecosystem allows different institutions to provide different financial services to clients with unique requirements. Only human-oriented cooperation and collaboration among all industry players, even be open and inclusive to other industries can ultimately achieve a win-win result for the whole society.

  • Targeted poverty alleviation in china
  • Green finance under the spotlight
  • Innovative financial inclusion

Invited panellists
Ma Xianfeng, Vice Dean, China Institute of Finance and Capital Markets; Vice Chair, Green Finance Committee, China Society for Finance and Banking
Yang Jianrong, General Manager, Digital Finance Department, Agricultural Bank of China
Yao Huiya, Head of Fintech Innovation, WeBank

14:15

Private wealth development enabled by the technology

Evolution in technology and digitalisation continues to reshape the industry in client experience, product offering, and risk monitoring and efficient operation. What's the next step in the development of burgeoning digitalisation?

  • The future winning digital wealth platform
  • Investing in blockchain, AI and robotics
  • Meeting digital clients

15:30

What is a smooth and successful family transition?

A deep transformation is happening within the generational shift in terms of how wealth is approached. Money is no longer being regarded just as a source of material and a factor in well-being and social status. As the global economy continues to grow, more young HNWIs are looking at wealth as the maintenance of family heritage and accelerator of long-term impacts on the society and environment.

  • Effective tips for sustainable succession planning
  • Gen X and gender-smart impact investing
  • The impact of the common reporting standard on the family asset allocation

Invited panellists
Zhang Yue, Head of Wealth Advisory Department, Private Banking Department, Industrial and Commercial Bank of China
Yan Jinghua, Managing Director, Wealth Management Department, China International Capital Corporation Limited
Susan Sy, Head, Family Advisory Philanthropy Services, Asia Pacific, UBS
Wu Fei, Term Professor, Shanghai Advanced Institute of Finance

16:30

Closing dialogue
Building a sustainable future

Governments are challenged to fulfil the commitments in terms of the implementation of the Sustainable Development Goals, but businesses have a key role to play in providing the know-how and the technologies to reach the objective in more efficient and innovative way. Every one of us can be part of the solution with inspiring ideas, stories and contributions to spread renewable energy, improve equity in education, fight disease, design a smarter and friendlier city and more. It’s time for all hands on deck.

Invited panellists
Claire Chiang, Senior Vice President, Banyan Tree Holdings Limited; Chairperson, Banyan Tree Global Foundation
Deepali Khanna, Managing Director, Rockefeller Foundation Asia
Zhang Li, Secretary General, Alashan SEE Foundation

09:30

Opening remarks

Welcome note
*Ying Yong,
Deputy Secretary, Shanghai Municipal Committee; Mayor of Shanghai

Keynote speakers
*Jiang Jianqing,
Chairman, SINO-CEEF; Former Chairman, Industrial and Commercial Bank of China.
Jiang will share his insights on the roadmap of China's financial services industry in the current political and economic environment being reshaped by the technology revolution. He will tell us the story of the financial inclusion, and how financial institutions can provide appropriate and effective financial services to all levels and groups of people with unique financial needs.

*Ma Weihua, Member of SDG Impact Steering Group; Chairman of the Board,China Global Philanthropy Institute; Former President of China Merchants Bank Ma has become one of the most active advocates of impact investing in China after he retired from the China Merchants Bank. He will give us a bird eye view of the latest global trends of social finance and impact investing as well as how China can improve the sustainable development using innovated financial tools.

International Keynote
Michael Owen,
Former English Footballer
Owen became England's youngest player and goal scorer at the age of 19 and was awarded the coveted Ballon d’Or in 2001 for his magnificent performances for club and country. He will share his personal journey from being a great footballer to how skills and resources can be invested and deployed in creating a better society.

Leadership dialogue
The latest trends and developments of global wealth landscape and impact investing

According to the Global Wealth Report 2019 by Credit Suisse, global private wealth keeps on growing despite of the impact from trade tensions, slowdown in economic growth and stock-market volatility. More tellingly, China overtook the United States this year with most people in the top 10% of global wealth distribution. Though, the idea of impact investing is just in its early stages in China, under the joint efforts of the government, enterprises, research institutions and social groups, more companies and individual HNWIs are involved in the impact investing. We will discuss about the latest trends and developments of global wealth landscape and impact investing in the leadership dialogue session.

Invited panellists
Michael Owen, Former English Footballer
Ma Weihua, Member of SDG Impact Steering Group; Chairman of the Board,China Global Philanthropy Institute; Former President of China Merchants Bank
Jiang Jianqing, Chairman, SINO-CEEF; Former Chairman, Industrial and Commercial Bank of China
Li Nan, Head of Asia Pacific, UNDP SDG Impact Finance

11:00

Business for good

Wealth accumulation has encountered a number of social problems such as environmental pollution, resource depletion and climate change in the past decades. More wealth is expected to be created by solving these problems in the next decades. In this session, we will discuss how to attract various capitals into sustainable and responsible investments.

  • China’s economic transformation as the best opportunity for ESG development
  • Corporate social responsibility (CSR) case studies
  • Access to impact investing fund

Invited panellists
Fu Changbo, Assistant Dean, China Global Philanthropy Institute
Angela Bai, Secretary General, China Alliance of Social Value Investment
Mu Linshan, General Manager, Public and Public Welfare, Sequoia Capital China

12:15

Sign the Memorandum of Cooperation with

  • Shanghai Lujiazui Financial City Authority
  • China Global Philanthropy Institute.

13:30

Building an open and inclusive ecosystem

A healthy financial ecosystem allows different institutions to provide different financial services to clients with unique requirements. Only human-oriented cooperation and collaboration among all industry players, even be open and inclusive to other industries can ultimately achieve a win-win result for the whole society.

  • Targeted poverty alleviation in china
  • Green finance under the spotlight
  • Innovative financial inclusion

Invited panellists
Ma Xianfeng, Vice Dean, China Institute of Finance and Capital Markets; Vice Chair, Green Finance Committee, China Society for Finance and Banking
Yang Jianrong, General Manager, Digital Finance Department, Agricultural Bank of China
Yao Huiya, Head of Fintech Innovation, WeBank

14:15

Private wealth development enabled by the technology

Evolution in technology and digitalisation continues to reshape the industry in client experience, product offering, and risk monitoring and efficient operation. What's the next step in the development of burgeoning digitalisation?

  • The future winning digital wealth platform
  • Investing in blockchain, AI and robotics
  • Meeting digital clients

15:30

What is a smooth and successful family transition?

A deep transformation is happening within the generational shift in terms of how wealth is approached. Money is no longer being regarded just as a source of material and a factor in well-being and social status. As the global economy continues to grow, more young HNWIs are looking at wealth as the maintenance of family heritage and accelerator of long-term impacts on the society and environment.

  • Effective tips for sustainable succession planning
  • Gen X and gender-smart impact investing
  • The impact of the common reporting standard on the family asset allocation

Invited panellists
Zhang Yue, Head of Wealth Advisory Department, Private Banking Department, Industrial and Commercial Bank of China
Yan Jinghua, Managing Director, Wealth Management Department, China International Capital Corporation Limited
Susan Sy, Head, Family Advisory Philanthropy Services, Asia Pacific, UBS
Wu Fei, Term Professor, Shanghai Advanced Institute of Finance

16:30

Closing dialogue
Building a sustainable future

Governments are challenged to fulfil the commitments in terms of the implementation of the Sustainable Development Goals, but businesses have a key role to play in providing the know-how and the technologies to reach the objective in more efficient and innovative way. Every one of us can be part of the solution with inspiring ideas, stories and contributions to spread renewable energy, improve equity in education, fight disease, design a smarter and friendlier city and more. It’s time for all hands on deck.

Invited panellists
Claire Chiang, Senior Vice President, Banyan Tree Holdings Limited; Chairperson, Banyan Tree Global Foundation
Deepali Khanna, Managing Director, Rockefeller Foundation Asia
Zhang Li, Secretary General, Alashan SEE Foundation

Past Supporting Organizations

Shanghai Banking Association (SBA), formerly known as Shanghai Banking Association of Foreign Exchange, was founded on December 22nd, 1992 and renamed in 1998. Established with the approval of Shanghai Administration of Social Organizations and guided by CBRC Shanghai Office, SBA is a professional, non-profit trade association, speaking for banks and other financial institutions in Shanghai. From a historical connection and inheritance perspective, SBA claims its kinship with Shanghai Bankers’ Association founded in 1918. As of April 30th 2018, SBA has a membership of 218. Full members include policy banks, privately owned banks, large commercial banks, joint stock commercial banks, city commercial banks, asset management companies, etc. Associate members mostly consist of representative offices of foreign financial institutions in Shanghai. www.sbacn.org
Shanghai Asset Management Association(SAMA)was established on 18 Nov. 2010. It is a non-profit public group legal person formed by Shanghai funds and asset management companies under the direction of China Securities Regulatory Commission (CSRC) Shanghai Regulatory Bureau. Our business scope is self-discipline management, coordination and mediation, research and investigation, consultation and training, academic communication and others permitted by laws and regulations. Untill September 2018, total members have reached 170, covering all public funds companies, asset management companies, private equity companies, Shanghai fund sales institutions and foreign fund company branches Shanghai. As of August 2018, 5287 products have been managed by 55 public offering fund companies in Shanghai, with total assets under management of 63932.24 billion yuan, including 1,864 public offering fund products, 454.667 billion yuan public offering fund assets, 3011 non-public offering products and 184.70.54 billion yuan non-public offering assets. The specific customer asset management company managed 3050 products, with a management scale of 2517.678 billion yuan. www.samacn.org.cn

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