WEBSITE AGENDA REGISTER

在资管新规出台后,主动管理业务成为信托企业转型的必然方向,而财富管理无疑是其中的重要抓手。当前,信托企业纷纷选择在财富管理拓展领域布局,增加资金端竞争力。
After the introduction of the new regulations on capital management, the active management of business has become an inevitable direction for the transformation of trust enterprises, and wealth management is undoubtedly an important starting point. At present, trust companies have chosen to expand their wealth management and expand their capital competitiveness.

在财富管理的激烈竞争时代,信托企业如何定位自身的角色?转型财富管理,如何打造自己的核心竞争力,以适应日益增多的超高净值客户对财富安全、财富传承、全球配置资产的需求?
In the era of fierce competition in wealth management, how do trust companies position themselves? Transforming wealth management, how to build its core competitiveness to adapt to the increasing demand for wealth security, wealth inheritance, and global allocation of assets by ultra-high-net-worth customers?


2019中国财富管理创新国际峰会将于5月23-24日在北京盛大召开。华润信托财富管理总部总经理戴承延先生将莅临会场,在“聚焦资产配置新蓝海,把握财富管理新机遇”议题中,分享华润信托在向全面财富管理服务商转型过程中的实践经验。赶快预定席位,加入2019中国财富管理创新国际峰会吧。
China Wealth Management Innovation Summit 2019 will be held in Beijing on May 23-24. Mr. DAI Chengyan, General Manager of Wealth Management, CR Trustwill come to the venue to share the practical experience of CR Trust in the transition to a comprehensive wealth management service provider in the topic of “Focus on asset allocation new blue sea, grasp the new opportunities of wealth management”. Book your seats quickly and join the China Wealth Management Innovation Summit 2019.

部分已确认的演讲嘉宾:
Part of Confirmed Speakers:
♦ 仲泊舟,业务服务部副主任,中国银行业协会
Bozhou Zhong, China Deputy Director of Business Services, Banking Association
♦ 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
♦ 黄华,零售业务总监兼私钻客群事业部总裁,平安银行
Hua Huang, Director of Retail Business and President of Private Diamond Group, Ping An Bank
♦ 汤松榕,CEO,东家财富
Songrong Tang, CEO, JD Rich
♦ 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
♦ 李琳,董事总经理、资产配置策略研究负责人,宜信
Lin Li, Head of Asset Allocation Strategy Research, CreditEase
♦ 梁波,财富管理事业部总经理,凤凰金融
Bo Liang, General Manager of Wealth Management, Phoenix Finance
♦ 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
♦ 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
♦ 戴叙贤,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
♦ 赖楷祥,家族客户中心常务副总经理,诺亚财富
Kevin Lai, Executive Deputy General Manager of the Family Account Management Center,
Noah Wealth
♦ 王昕杰,财富管理投资策略总监,渣打银行
Ethan Wang, Head of Investment Strategy, Standard Chartered Bank
♦ 应松,创始人,优脉财富汇
Song Ying, Founder, Youmywealth
♦ 霍伟,合伙人,中伦律所
Wilson, Partner, Zhong Lun Law Firm

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.


现在报名
Register Now

顺颂安祺!
Bruce Zhang 张先生 | Organizing Committee of WMI 2019 | SZ&W Group
Tel: +86 21 5830 0710-8101 | Mob: +86 18702167212 | Email: brucez@szwgroup.com