發(fā)帖
雷達(dá)卡
Overview: The 7th Annual Wealth Management and Private Banking Asia 2014
On 17th -18th December, The 7th Annual Wealth Management and Private Banking Asia 2014 will bring more than 250 industrial leaders from Asian private wealth management market again in Shanghai China to jointly discuss the hot topics under the theme of “New Finance, New Wealth and New Opportunities”.
2014 is the year that Asian private wealth management market has moved into an era of “intensive farming”. The booming number of Asian-pacific HNW individuals leads this region to become the new concentration of world wealth. As a result, Asian-pacific wealth management and private banking industry is seeing a huge opportunity and vast space for development. Demands of HNW investors are getting more complicated: enhanced the awareness of mid-term and long-term financial planning; increasingly prominent demands for wealth protection and heritage. They are also asking more on cross-border diversification under the curtain of capital globalization, with regional offshore wealth management center gradually shifting to Asia-pacific.
With the new financial market policies, various types of wealth management institutions which have pass through the branding-development stage are facing multiple challenges from their HNW clients and seeking for more new channel partnership opportunities. Differentiated services and advice are emerging to show their professional strengths and powerful platform. For these financial institutions, it is key to make full use of networking and resources, expand products, continue to innovate and shift their competition focus from waves of marketing and promotion, to in-depth understanding and mining of clients’ short term as well as medium to long term comprehensive wealth management demands. These are main challenges as well as growth points that prevail for private banking.
Key Issues:
China’s Financial Reform and Opportunities to the World
The Increasingly Tougher Regulatory Burden Faced by Asian Wealth Management
SHANGHAI FREE TRADE ZONE STRATEGIES: Business Innovation and Offshore Collaboration in Wealth Management
New Strategic Layout of Chinese Private Bank and Wealth Management Institutions against to the Development of Shanghai Free Trade Zone
The Foreign Private Bank’s Perspective of Shanghai Free Trade Area
CHINA PRIVATE BANKERS PANEL：The Future Transformation of China Private Bank Industry
PRIVATE BANKING INTERNATIONALIZATION: Developing Overseas Wealth Management Platform, Globalizing China’s Private Banking Business
CROSS-INDUSTRIAL STRATEGIC PANEL：The Latest Trend of China Wealth Management：Integration, Specialization, Platformization, Digitalization
Innovating Your Wealth Management Business through Advanced IT Solution
Overseas experience sharing: the importance of customer experience in wealth management business and stable development
Gain Insight into New Lifestyle and Consumption Habit of Chinese HNWIs
The Status of Chinese HNWIs’ Asset Allocation in China and Abroad; AND What’s the Best Solution for a Chinese Immigrant to Allocate the Asset in both China and Overseas Markets?
Facing the Difference of the Domestic policies and Culture in China, In What Cities and In What Ways can Wealth Succession be launched by Wealth Management institutions?
INSURANCE SESSION: Intensively Farming Chinese Market, Back to the Essential of Wealth Preservation
Globalizing Wealth Management Business by ‘Immigration Finance’
The Growing Need of Impact Investment in Wealth Succession
Wealth Succession by Trust Platform: The Prospects and Challenges of Chinese-Style Family Trust
From a Global Pension Fund Investment View on the Prospect of Personal Pension Finance
提升卡
置頂卡
沉默卡
變色卡
搶沙發(fā)
千斤頂
顯身卡
京公網(wǎng)安備 11010802022788號(hào)
