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由泽为资讯旗下泽方金融研究院联合上海浦东国际金融学会亚洲财金联合会等业内权威机构联合主办的2019中国财富管理创新国际峰会暨金泉奖颁奖典礼将于5月23-24日在北京盛大召开。中信银行(国际)确认出席此次峰会。
China Wealth Management Innovation Summit 2019(WMI 2019), hosted by Frontier Finance Institute (FFI) of SZW Group, jointly organized by Shanghai Pudong International Financial Institute, and Asian Financial Federation, will be held in Shanghai on May 23-24. China CITIC Bank International (CNCBI) will attend this summit.


本次会议邀请当前财富管理领域中顶尖的国内外私行,券商,信托,保险,基金,第三方财富管理公司,家族办公室,咨询公司等机构的决策者和专家,通过主题演讲和圆桌讨论等形式,集中讨论行业热点话题,探求应对挑战之道。中信银行(国际)个人及商务银行存贷业务及客户策略执行总经理姚文松将受邀出席峰会并发表精彩演讲。
We invited many decision makers and experts from the domestic and international private banks, brokers, trusts, insurance, funds, third-party wealth management companies, family offices, consulting companies, etc. in the field of wealth management, through keynote speeches and roundtable discussion form, focus on hot topics in the industry, and explore ways to deal with challenges. Wensong Yao, General Manager of Deposit and Loan Business and Customer Strategy Executive of Personal and Commercial Banks, China CITIC Bank International, will be invited to attend the summit and deliver a wonderful speech.

姚文松先生拥有17年以上银行和金融服务行业相关经验,曾担任首席执行官和高管职务。现任中信银行(国际)有限公司个人及商务银行存贷业务及客户策略执行总经理,曾任渣打银行零售银行部无抵押贷款组合管理执行董事。
Ronald has over 17 years of relevant experiences in banking and financial services sectors, holding chief and senior executive positions. Ronald is currently the Executive General Manager of Asset and Liabilities & Customer Strategy in Personal Banking Group, China Citic Bank International. He was the Executive Director of Unsecured Portfolio Management under Retail Product at Standard Chartered Bank.

中信银行(国际)是一家扎根香港的综合性商业银行,为客户提供全方位的金融服务,包括财富管理、个人银行、企业银行服务以至环球市场及财资方案等。凭借母行中信银行的强劲实力,中信银行(国际)将致力拓展香港、亚洲以至世界其他地区的业务,做好作为中信银行境外发展平台的角色。期望透过为大中华及海外客户提供方案,创造价值,将财富管理和国际商业服务提升到超越客户期望的崭新水平,成为拥有最高国际水平及实力的“最佳海外综合金融服务企业”。
China CITIC Bank International (CNCBI) is a Hong Kong-based full-service commercial bank that offers a broad spectrum of financial services spanning wealth management, personal banking, wholesale banking as well as global markets and treasury solutions. China CITIC Bank International (CNCBI) is part of the cross-border commercial banking franchise of CITIC Group in Beijing. Together with our parent bank China CITIC Bank, CNCBI shall build the CITIC commercial banking franchise to be a world leading brand.It aspires to be “the best overseas integrated financial services institution”, with the best international standards and capabilities. By providing value-creating financial solutions, we define and exceed both the wealth management and international business objectives of our Greater China and overseas customers.

目前已经确认的演讲嘉宾有(部分):
Confirmed Speakers(Part):

♦ 韩淑华,秘书长,北京财富管理行业协会
Shuhua HAN, Secretary General, Beijing Wealth Management Industry Association
♦ 曾丽春,合伙人,贝恩咨询
Jennifer Zeng, Partner, Bain & Company
♦ 黄凡,私人银行部执行总监,大华银行
Fan Huang, Executive Director of Private Banking, UOB China
♦ 苏安纯,财富管理投资总监办公室亚太资产配置主管,瑞银
Zuercher Adrian, Head Asset Allocation APAC, UBS Global Wealth Management Chief Investment Office, UBS
♦ 王昕杰,财富管理投资策略总监,渣打银行
Ethan Wang, Director of Wealth Management Investment Strategy, Standard Chartered Bank
♦ 樊桦,财富管理中心执行总经理,建信信托
Hua Fan, Executive Manager of Wealth Management Center, CCB Trust
♦ 高皓,全球家族企业研究中心主任,五道口金融学院
Hao Gao, Director of the Global Family Business Research Center, PBC School of Finance
♦ 罗云峰,研发中心联席首席宏观分析师,招商证券
Yunfeng Luo, Co-Chief Macro Analyst of R&D Center, China Merchants Securities

点击获取演讲嘉宾资料
Click here and get speakers information

作为专业的财富管理生态圈奖项之一,本次财富管理“金泉奖”由来自财富管理行业协会、学术机构、专业媒体的资深专家所组成的专业评委会进行评审。评审团将在各银行、保险、信托、证券、期货、独立财富、服务类机构等多个类型的行业参与者自愿申报的前提下进行严格筛选,根据多个维度甄选部分优秀代表,以期表彰先进、树立标杆、分享价值,从而带动整个财富管理行业的持续、稳步发展。
As one of the professional wealth management ecosystem awards, the wealth management “Golden Fountain Award” is judged by a professional jury composed of senior experts from wealth management industry associations, academic institutions and professional media. The jury will conduct strict screening on the premise of voluntary declarations by various types of industry participants such as banks, insurance, trusts, securities, futures, independent wealth, and service organizations, and select some outstanding representatives according to multiple dimensions in order to commend advanced establish benchmarks and share value, thus driving the continuous and steady development of the entire wealth management industry.


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下载奖项申请表


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顺颂安祺!
Bruce Zhang 张先生 | Organizing Committee of WMI 2019 | SZ&W Group
Tel: +86 21 5830 0710-8096 | Mob: +86 18702167212 | Email: brucez@szwgroup.com
FFI近期会议 FFI Upcoming Event
2019中国特殊资产管理创新国际峰会  64-5 | 中国·上海
China Special Asset Management Innovation Summit 2019  Jun. 4th -5th | Shanghai,China