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28 November 2018 Shanghai, China

Wealth and Society China 2018

China spearheading a new era of wealth creation

Wealth & Society China 2018

Wealth & Society China 2018 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 with leading international and Chinese experts on the future of sustainable and responsible wealth creation

Learn the latest trends of China private wealth

Interact with 100+ international and local high-level audience of leaders in business, government, technology, philanthropy and academia

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

China spearheading a new era of wealth creation

The strengthening of Chinese economy has meant a rising in the accumulation of private wealth, and a notable diversification of this money, with the wave of high net worth individuals spreading across major cities and coastal areas.China, along with the US, Japan and Germany, is one of the four largest markets for millionaires, accounting for 61% of the 18.1 million HNWIs around the world.

Yet, this wealth is in the process of the greatest wealth transfer in human history: $60 trillion will be inherited over the next 50 years.The Gen Xers and millennials who will be inheriting most of these fortunes have already begun implementing new methods to the way they do business, how they invest, and how they generate social impact. A shift that will have an impact not only in the country but in the world.

Wealth & Society China 2018 is organized by the Wealth & Society Programme 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. A platform created to gather a high-level audience of international and local leaders in business, government, technology, philanthropy and academia to showcase and recognise the positive impacts that they have been creating on society.

  • China’s wealth creation, new rules and its impact on society
  • Challenges and opportunities of China’s new regulations in wealth & asset management
  • Impact investing and philanthropy in China
  • The rise of women as leaders in the country
  • Digital is leading China’s wealth management industry
  • Leading private banks, family offices, independent wealth management companies, insurance companies, trust companies, security companies as well as other relevant wealth management institutions
  • Fintech companies and technology companies
  • Charity, healthcare companies, luxury brands, overseas education consultancies and overseas property agencies
  • Investment specialists, product designers, financial planners, portfolio managers and senior relation managers
China spearheading a new era of wealth creation

The strengthening of Chinese economy has meant a rising in the accumulation of private wealth, and a notable diversification of this money, with the wave of high net worth individuals spreading across major cities and coastal areas.China, along with the US, Japan and Germany, is one of the four largest markets for millionaires, accounting for 61% of the 18.1 million HNWIs around the world.

Yet, this wealth is in the process of the greatest wealth transfer in human history: $60 trillion will be inherited over the next 50 years.The Gen Xers and millennials who will be inheriting most of these fortunes have already begun implementing new methods to the way they do business, how they invest, and how they generate social impact. A shift that will have an impact not only in the country but in the world.

Wealth & Society China 2018 is organized by the Wealth & Society Programme 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. A platform created to gather a high-level audience of international and local leaders in business, government, technology, philanthropy and academia to showcase and recognise the positive impacts that they have been creating on society.

  • China’s wealth creation, new rules and its impact on society
  • Challenges and opportunities of China’s new regulations in wealth & asset management
  • Digital is leading China’s wealth management industry
  • The rise of women as leaders in the country
  • A new world in tax transparency – Common Reporting Standard (CRS)
  • Leading private banks, family offices, independent wealth management companies, insurance companies, trust companies, security companies as well as other relevant wealth management institutions
  • Fintech companies and technology companies
  • Charity, 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

Speakers


Zhang Guangping
Counsel,
Shanghai Office of China Banking and Insurance Regulatory Commission
Dr. Harley Seyedin
President,
Allelon Energy Partners, Winner of 2017 Oslo Business for Peace Award
Dr. Chiu Tzu-Kuan
Fulltime Term Professor,
Shanghai Advanced Institute of Finance
Wang Hongdong
Deputy General Manager of Wealth Management,
China Merchants Bank
Zhao Zhimin
General Manager of Shanghai Wealth Management Center,
CITIC Trust

Moderators


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
Urs Bolt
FinTech & RegTech Advisor, former Director of External Asset Managers Department at Credit Suisse

Urs Bolt is a financial technology (fintech) and regulatory technology (regtech) expert with more than 25 years of experience working in the financial services industry, mainly in the areas of wealth management, investment banking and banking technology. His expertise centres on developing new digital business platforms. He currently focuses on helping fintech companies and financial service providers review business strategies, develop products and markets, scout for fintech solutions, build business partnerships, and implement corporate structures and processes, etc. He accumulated his wealth management experience as a client advisor for UHNWI and as a business coach and project leader in advisory force effectiveness programs while working at Credit Suisse and UBS.

Fu Changbo
Assistant President, China Global Philanthropy Institute

Fu Changbo is the assistant president, and director of the Centre for Family Philanthropy at China Global Philanthropy Institute. He is also a professor of sociology in Beijing Normal University, as well as chairman and chief editor of Social Governance Review. He is devoted to promoting utilization of internet and artificial intelligence in empowering the development of charity work and social innovations. He published works include The Report on Hundred Millions of Donations and Strategic Philanthropy Development of China and A Report on Global Philanthropy's Support for Sustainable Development Efforts. The China Global Philanthropy Institute was founded by Bill Gates, Ray Dalio, Niu Gensheng, He Qiaonyu and Ye Qingjun as educational institute dedicated to promote professional and transparent philanthropy in China and the world.

Kang Chaofeng
Managing Director of the Retail Products Division, PingAn Trust

Kang Chaofeng is the managing director of the retail products division, head of the family trusts & discretionary accounts at PingAn Trust and director of the Q Club. After graduating with a PhD in 2004, Kang worked for Penghua Fund and Full goal Fund. He joined PingAn Trust in 2009 and has since managed China’s first group of charitable and family trusts. He co-established the first onshore family trust in China in 2012, and led a team to establish the “China PingAn Education Development Charitable Trust” in 2016. Under Kang’s leadership PingAn Trust won the “Best Family Trust Plan Award” from Securities Times in 2015, was named the “Outstanding Family Trust Service Case” at the International Private Wealth Management China Awards 2016 and also received the “Outstanding Charity Trust Product Platform Award” from the Economic Observer in 2016.

Hou Lin
Senior Vice President, CreditEase and General Manager, Product Department, CreditEase Wealth Management

Hou Lin is a senior vice president at CreditEase and the general manager of the product department at CreditEase Wealth Management. She leads the financial product teams in Beijing, Shanghai, Hong Kong, Singapore and other places and is in charge of the design and introduction of CreditEase innovative financial products and services. As one of the founding members of CreditEase, she has participated in the design, incubation and growth of the company during the past 11 years and, from an early stage, been focusing on investment and wealth management industries, entrepreneurship and the innovation of financial investment products. Ms. Lin Hou received her Master Degree in Law from the School of Law, Peking University.

Richard Williamson
Managing Director, CreditEase Wealth Management

Richard Williamson is an expert in financial product development, fund manager selection, platform development and corporate investment with more than 25 years’ global working experience in financial industry including asset management, banking, insurance and other financial services. Since 2002, Williamson started working in Asia. He was first served in the Commonwealth Bank of Australia, and then worked for Baring Private Equity Asia. Prior to joining CreditEase in 2014, Richard worked as a senior partner for Ernst & Young in charge of financial advisory services in Asia.

Li Zheng
Managing Director, Wealth Management Department, China International Capital Corporation Limited

Li Zheng is the managing director of the wealth management department at China International Capital Corporation Limited and head of Beijing Jianguomenwai Avenue Securities Branch. As one of the first-generation employees at the wealth management department, Li experienced business transformation and staff growth of the department, and accumulated rich experiences in client service and team management. Under Li’s leadership, the securities branch has been included in “China’s Top Ten Popularity Securities Branch” and “China’s Top 100 Securities Branch” from Securities Times. Prior to the role, Li worked at Morgan Stanley Asset Services Consulting (China), at Bank of China Group Investment Limited and at the Stock Exchange Executive Council.

Wang Ren
President, InCrease Family Office, Hanfor Holdings Limited

Wang Ren is the president of InCrease Family Office at Hanfor Holdings Limited. He has more than 15 years of experience in finance and wealth management and is familiar with the local market as well as global perspectives. He is responsible for the overall management of the InCrease Family Office, leading the team in the formulation and implementation of the company strategy, the design of the business framework and development roadmap, as well as the development of overseas markets. Prior to this, he served as COO and general manager of the retail banking and wealth management business, and the general manager of technology and operations innovation department at HSBC China. Wang was a founding member of GE’s consumer finance business in China. He started his career at IBM China.

Grant Mao
Head of High Net Worth Department, AIA China

Grant Mao is the head of high net-worth department at AIA China. He is also a Fellow, Life Management Institution (FLMA). He has 18 years’ experience in the life insurance industry, including operation, marketing, training and management as well as partnership distribution. He is standards pioneer in China high-end life market, with business acumen and prospective in high net worth business. He shares the high net-worth service experience in Asia Pacific countries and areas extensively, and was invited to be a special guest speaker and commentator by several domestic and foreign private banks.

Charlie O’Flaherty
Partner & Head of Digital Strategy and Distribution, Crossbridge Capital

Charlie O’Flaherty is an international banking, finance and capital markets expert with 25 years of experience in the Americas, Europe and Asia. He is currently a partner and head of digital strategy and distribution at Crossbridge Capital, a global wealth management firm. In this role, O’Flaherty works on unifying the firm’s expert human advisors with the latest technology to meet the needs of the clients and to enhance the company’s investment service offerings. Prior to joining Crossbridge Capital, O’Flaherty’s career included building businesses focused on structuring, trading, and distribution of financial products for the institutional and wealth management markets. He held leading positions at Bank of Ireland Global Markets, ABN AMRO, HSBC Securities USA (APAC) and other companies.

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

13:00

Welcome Note

Opening Keynote

Leadership dialogue

The rise of China’s wealth, new rules and its impact on society
The strengthening of the Chinese economy has meant a rising in the accumulation of private wealth, and a notable diversification of this money, with the wave of high net worth individuals spreading in major cities across the country and bringing a new era of wealth creation.

  • Challenges and opportunities of China’s new regulations in wealth & asset management

  • What are the key changes the Chinese wealth management industry is undergoing?

  • Impact investing and philanthropy in China


Speakers/Panellists:
Zhang Guangping, Counsel, Shanghai Office of China Banking and Insurance Regulatory Commission
Dr. Harley Seyedin, President, Allelon Energy Partners, Winner of 2017 Oslo Business for Peace Award
Dr. Chiu Tzu-Kuan, Fulltime Term Professor, Shanghai Advanced Institute of Finance

Chaired by:
Dr. Gordian Gaeta, Chairman of Wealth and Society Emmanuel Daniel, Chairman, The Asian Banker

15:00

New technology is leading China’s wealth management industry

In the past five years, the Internet finance boom in China has provided the foundation for the rise of digital wealth management in the country. The wealth management products sold online has reached and all time high of 35%, similar to that in the US and significantly higher than some other mature markets. Therefore, the leading players in China are actively leveraging new technologies for exponential growth.

  • Online wealth management

  • Big data and machine learning to analyse risk appetite

  • Mobile robo-advisory for the new generations

15:30

Key findings from The Asian Banker China Private Banking and Wealth Management Awards Program

Our research team will present key trends and findings across the 2018 awards programmes for the Chinese and highlight outstanding achievements and case studies.

  • Awards programme: Process, methodology and scorecards

  • Overview of the private wealth management market in China

  • Key findings and best practices


Presentation by Foo Boon Ping, Managing Editor, The Asian Banker

16:00

The future of wealth creation and management in China

As China’s original business founders age, a new generation of entrepreneurs is emerging, concentrated in technology-intensive industries. A profound transformation is occurring in the way China’s affluent view wealth itself. Meanwhile, we cannot lose sight of another minority group – Chinese businesswomen, who make China now the de facto capital of the self-made female billionaires’ club. In the closing session, we will foresee the role of women and millennials in leadership in the upcoming years.

  • Family governance plans for the next decade and business succession

  • Shift in wealth priorities for HNWIs

  • The rise of women and millennials as leaders in China

13:00

Welcome Note

Opening Keynote

Leadership dialogue

The rise of China’s wealth, new rules and its impact on society
The strengthening of the Chinese economy has meant a rising in the accumulation of private wealth, and a notable diversification of this money, with the wave of high net worth individuals spreading in major cities across the country and bringing a new era of wealth creation.

  • Challenges and opportunities of China’s new regulations in wealth & asset management

  • What are the key changes the Chinese wealth management industry is undergoing?

  • Impact investing and philanthropy in China



Speakers/Panellists:
Zhang Guangping, Counsel, Shanghai Office of China Banking and Insurance Regulatory Commission
Dr. Harley Seyedin, President, Allelon Energy Partners, Winner of 2017 Oslo Business for Peace Award
Dr. Chiu Tzu-Kuan, Fulltime Term Professor, Shanghai Advanced Institute of Finance

Chaired by:
Dr. Gordian Gaeta, Chairman of Wealth and Society Emmanuel Daniel, Chairman, The Asian Banker

15:00

New technology is leading China’s wealth management industry

In the past five years, the Internet finance boom in China has provided the foundation for the rise of digital wealth management in the country. The wealth management products sold online has reached and all time high of 35%, similar to that in the US and significantly higher than some other mature markets. Therefore, the leading players in China are actively leveraging new technologies for exponential growth.

  • Online wealth management

  • Big data and machine learning to analyse risk appetite

  • Mobile robo-advisory for the new generations

15:30

Key findings from The Asian Banker China Private Banking and Wealth Management Awards Program

Our research team will present key trends and findings across the 2018 awards programmes for the Chinese and highlight outstanding achievements and case studies.

  • Awards programme: Process, methodology and scorecards

  • Overview of the private wealth management market in China

  • Key findings and best practices


Presentation by Foo Boon Ping, Managing Editor, The Asian Banker

16:00

The future of wealth creation and management in China

As China’s original business founders age, a new generation of entrepreneurs is emerging, concentrated in technology-intensive industries.A profound transformation is occurring in the way China’s affluent view wealth itself. Meanwhile, we cannot lose sight of another minority group– Chinese businesswomen, who make China now the de facto capital of the self-made female billionaires’ club. In the closing session, we will foresee the role of women and millennialsin leadership in the upcoming years.

  • Family governance plans for the next decade and business succession

  • Shift in wealth priorities for HNWIs

  • The rise of women and millennials as leaders in China

17:30

End of Conference

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Wealth & Society China 2018

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