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    5th Wealth Management Summit 


    Nov 17th 2021 

    Shenzhen · China


    Ready to roll 


    The 5th Plenary Session of the 19th CPC Central Committee proposed to

     pay attention to “ Give play to the role of the third distribution, develop philanthropy and improve the pattern of income and wealth distribution“, 

    the demand side and supply side of China wealth management market are evolving rapidly.

    Additionally,

     Covid-19 pandemic has boosted the digitization of the industry, 

    the digitization of wealth management companies will continue in the future.



    For this reason, 

    “5th Wealth Management Summit” hosted by Caishiv will be grandly held in Shenzhen on November 17th,

     the summit will converge more than 200 institutional leaders from the government、associations、private banks、family offices、

    family trusts、securities、independent wealth management companies、asset management institutions and wealth management service providers, 

    actively and deeply discuss the new changes in China wealth management market.




    Previous Speakers

    Zaiping Yang

    Finance Association of China

    Deputy Secretary General

    Hai Zhao

    Shanghai Banking Association

    Secretary General

    Xvxian Dai

    Industrial Bank

    General Manager of Private Banking Dept

    Guofeng Li

    China CITIC Bank

    General Manager of Private Banking Dept

    Jmore Lin

    Director of Private Banking Family Office

    Director of Private Banking Family Office

    Eric Chen

    Bank of Communications

    Chief Wealth Management Consultant of Private Banking Center

    Haobo Wang

    China Merchants Bank

    General Manager of Private Banking Shanghai Branch

    Jing Liu

    Bank of Jiangsu

    Deputy General Manager of Retail Banking

    Jeffrey Peng

    Deutsche Bank

    Managing Director, Head of Wealth Management China

    Jinny Yan

    ICBC Standard Bank

    Managing Director, Chief China Economist

    Pengfei Xia

    BOCOM Wealth Management

    Deputy General Manager of Research Dept

    Ray Zeng

    Amundi BOC Wealth Management

    Head of Asset Allocation

    Benjamin Deng

    CPIC

    CIO

    Weihua Wang

    China Life Asset Management

    Senior Managing Director& Investment Director

    Wei He

    Sinosafe Insurance Asset Management

    Vice President& General Manager of Fixed Income Dept

    Jin Xu

    CCB Trust

    General Manager of Wealth Management Dept

    Zhimin Zhao

    CITIC Trust

    General Manager of Shanghai Wealth Management

    Guochao Mu

    CR Trust

    Head of Family Trust Office

    Yun Liu

    AVIC Trust

    General Manager Assistant of Family Trust Office

    Clare Zhao

    Head of China Business Amundi

    Managing Director,

    Ray Tam

    Raffles Family Office

    Managing Partner, Co-founder

    Bruce Kang

    Honghu Best Global Family Office

    Chairman

    Phoebe Chen

    Harmony Q Family Office

    Founder

    Sylor Wang

    Panhe Family Office

    Partner & CIO

    Schedule

    2021年11月17日
    标签:
    Wealth ManagementHigh-net-worth individualsFamily trust