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中国财富管理行业已启航十年,根据瑞士信贷银行(CreditSuisse)近期发布的《2018年全球财富报告》数据显示,中国2018年身价超过百万美元的人数超过348万,仅次于美国,位列世界第二。
Wealth management industry in China has been launched for a decade. According to the "Global Wealth Report 2018" recently released by CreditSuisse, the number of people worth more than $1 million in China in 2018 exceeded 3.48 million, ranking the second in the world after the United States.

高净值人群规模的快速膨胀带来巨大的需求,而这些需求并未被完全满足。作为国内独立财富管理行业的开创者和领军者,不同于传统金融机构,诺亚财富从客户的立场出发,用独立客观的角度,为客户提供海内外各类型金融投资产品的专业筛选、资产配置及投资组合管理服务,极力为高净值客户打造专业服务生态圈。
The rapid expansion of high net worth population brings huge demands, but these demands are not fully met. As a pioneer and leader of the domestic independent wealth management industry, different from traditional financial institutions, Noah Wealth provides clients with professional screening, asset allocation and portfolio management services of various types of financial investment products at home and abroad, and strive to create a professional service ecosystem for high net worth clients.

2019中国财富管理创新国际峰会将于5月23-24日在北京隆重开幕。诺亚财富家族客户中心常务副总经理赖楷祥先生将受邀出席峰会,同与会嘉宾一起共同讨论财富管理及家族财富传承等相关前沿话题。
China Wealth Management Innovation Summit 2019 will open in Beijing on May 23-24. Mr. Kevin Lai, executive deputy general manager of Noah Wealth family customer center, will be invited to attend the summit and discuss with the guests about related topics such as wealth management and family wealth inheritance.


赖楷祥先生现任诺亚财富家族客户中心常务副总经理,财务金融硕士,合格证券金融投资分析师,近三十年国内外专业金融机构资历,担任过银行信托业务负责人、投资顾问公司董事长及总经理、外资基金管理公司董事总经理、大型国际资产管理公司台湾地区最高负责人,拥有银行证券、财富管理、资产管理、全权委托,家族信托以及家族办公室等丰厚经验。他曾任未来资产证券投资信托公司董事总经理; 荷宝投资管理集团(ROBECOGROUP)台湾地区负责人、荷宝证券投资顾问公司董事长兼总经理; 台新银行法金信托部创办负责人、台新银行信托投资事业处副总经理(信托业务负责人); 荷银证券投资顾问公司董事长、荷银证券投资信托公司董事副总经理。
Mr. Kevin Lai is the Executive Deputy General Manager of Noah Wealth Family Customer Center, Master of Finance, Qualified Securities Financial Investment Analyst, has been a professional of financial institutions at home and abroad for nearly 30 years. He has served as the head of bank trust business, the chairman and general manager of investment consulting company, the managing director of foreign fund management company, and the top head of large international asset management company in Taiwan. He has rich experience in bank securities, wealth management, asset management, discretionary, family trust and family office. He used to be the managing director of Future Asset Securities Investment Trust; the head of the ROBECOGROUP in Taiwan, the chairman and general manager of the Hebao Securities Investment Advisory Company; the founding director of the Taishin Bank Faculty Trust Department, Taishin Bank Deputy General Manager of the Trust and Investment Division (Head of Trust Business); Chairman of the Bank of China Securities Investment Advisory Company and Deputy General Manager of the Bank of China Securities Investment Trust Company.

部分已确认的演讲嘉宾:
Part of Confirmed Speakers:
♦ 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
♦ 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
♦ 武军,执行会长,香港家族办公室协
Jun Wu, Executive President, Hong Kong Family Office Association
♦ 戴旭贤,私人银行部总经理,兴业银行
Xuxian Dai, General Manager of Private Bank, Industrial Bank
♦ 张人蟠,副会长,上海区块链技术协会
David Chang, Vice President, Shanghai Blockchain Technology Association


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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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