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正如我们所知,高净值客户的财富管理和传承的需求是具体的也是宏观的,是空间的也是时间的。
As we know, the needs of wealth management and inheritance of high-net-worth clients are specific and macroscopic, both spatial and temporal.

当前,区块链技术不断发展,衍生出的投资机会也成为市场追逐的热点。区块链在财富和资产管理上的应用,将极大的降低运营支出,消除多余但耗时的功能,并为改善客户体验提供更多机会。
At present, the blockchain technology continues to develop, and the investment opportunities derived from it have become a hot spot for the market. The use of blockchains in wealth and asset management will dramatically reduce operating expenses, eliminate redundant but time-consuming features, and provide more opportunities to improve the customer experience.

2019中国财富管理创新国际峰会组委会特邀上海区块链技术协会副会长张人蟠先生莅临现场并发表题为“区块链科技在家族财富方面的运用”的演讲。
The Organizing Committee of China Wealth Management Innovation Summit 2019 invited Mr. David Chang, Vice President of Shanghai Blockchain Technology Association, to come to the site and delivered a speech entitled “The Application of Blockchain Technology in Family Wealth”.


张人蟠先生是上海区块链技术协会副会长,加州大学伯克利分校区块链加速器专家顾问,科技投行Blocknology Capital的CEO,区块链基金全球联盟(BFGA)发起人之一,专注于区块链项目的孵化,通证工程设计,通证融资发行,社区经济治理,数字资产管理等全流程投行服务,也是中国加密经济实验室创始人。张先生曾在JP摩根资产管理公司担任副总裁、法国巴黎银行全球企业和投行部担任董事总经理、国泰基金担任管委会成员和国际业务主管,并担任过加拿大最大家族汤森家族的对冲基金管理人,也是国内第一批家族财富管理人,曾多次为中国银行业协会,建行私行,民生私行等金融机构做传统财富管理和数字财富管理培训。
Mr. David Chang is Vice President of Shanghai Blockchain Technology Association, industry fellow of UC Berkeley Blockchain Accelerator and CEO of Blocknology Capital, a technology investment bank focusing on incubating dApps, designing token engineering, raising capital, governing community economy and managing digital assets. Mr. Chang is founder of Blockchain Fund Global Alliance (BFGA), a global platform dedicated to institutional investors in blockchain industry, also founder of China Cryptoeconomy Lab, a research organization dedicated to development of cryptoeconomics in China. Mr. Chang was Vice President at JP Morgan Asset Management, Managing Director at Corporate & Investment Bank of BNP Paribas, Member of Management Committee and Head of International Business at Guotai Asset Management and also managed hedge fund investment for Canadian largest family, Thomson Family. Mr. Chang is also a leading figure in private wealth management and presented numerous trainings on traditional and digital wealth management to China Banking Association, China Construction Bank Private Bank, China Merchant Bank Private Bank.

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
♦ 姚文松,个人及商务银行存贷业务及客户策略执行总经理,中信银行(国际)
Ronald, General Manager of Deposit and Loan Business and Customer Strategy Executive of Personal and Commercial Banks, China CITIC Bank International

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

本次峰会设置财富管理金泉奖,欢迎财富管理从业人员申报咨询
The summit set the wealth management “Golden Fountain Award”, and welcomes wealth management practitioners to apply and consult.

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.

Download Award Application form
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