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China Private Wealth Dialogue 2017
Wednesday, 6 December 2017




Welcome & opening keynote

Keynote speaker:
Will your next Private Banker be a Machine?
Urs Bolt, Fintech and Regtech Expert, former Director of External Asset Managers Department at Credit Suisse

Leadership dialogue:
China’s evolving private wealth management landscape 
Private wealth is steadily growing in China, the scale, regulatory environment and rapid development of clients’ maturity present evolving opportunities and challenges for all players in this industry

  • The current status of the industry
  • Global perspective on asset allocation
  • Wealth preservation and inheritance for family business
  • Charity, giving back

Speakers/ Panellists:

  • Fu Changbo, Vice President, China Global Philanthropy Institute
  • Kang Chaofeng, Managing Director of the Retail Products Division, Ping An Trust
  • Hou Lin, SVP, CreditEase & General Manager, Product, CreditEase Wealth Management
  • Richard Williamson, Managing Director, CreditEase Wealth Management
  • Wang Ren, President of InCrease Family Office, Hanfor Holdings Limited

Session chaired by

  • Emmanuel Daniel, Chairman, The Asian Banker


Tea/ coffee break


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 2017 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


What we should expect for the future private wealth management development with burgeoning technology innovation
Evolution in technology and digitalisation continues to reshape the industry in client experience, product offering, risk monitoring and efficient operation. What's the next step in the development of burgeoning digitalisation?

  • Technology as one of the key accelerators in private wealth management
  • Staff training to deliver client-centric offerings and tailored service
  • New generation, new expectations

Speakers/ Panellists:

  • Li Zheng, Managing Director of Wealth Management Department, China International Capital Corporation Limited
  • Grant Mao, Head of China HNWIs Marketing Department, AIA China
  • Charlie O’Flaherty, Partner & Head of Digital Strategy and Distribution, Crossbridge Capital

Session chaired by

  • Pan Xilong, Associate Professor, Chinese Finance Research Institute  of Southwestern University of Finance and Economics 
  • Foo Boon Ping, Managing Editor, The Asian Banker


Close of China Private Wealth Dialogue 2017

* Please note that this is a working agenda and topics and speakers will be updated frequently.

For more information, please contact
Daisy Wang, Programme Manager
Tel: +86 10 5869 4641


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