由上海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等业内权威机构主办的2019中国财富管理创新国际峰会将于5月23-24日在北京隆重召开，会议聚焦国内外财富管理行业的最新市场动态，行业发展趋势，产品服务创新，组织结构变革等方面的最新进展，分享最前沿的金融科技应用，探讨和发掘新形势下财富管理行业的发展机遇。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。以期通过本次峰会，促进我国财富管理行业健康向善发展。
China Wealth Management Innovation Summit 2019 hosted by Frontier Financial Institute（FFI， a subsidiary of SZ&W Group）will be held in Beijing from May 23th to 24th. The conference focused on the latest market trends in the wealth management industry at home and abroad, the latest developments in industry development trends, product service innovation, organizational structure changes, sharing the most cutting-edge financial technology applications, and exploring the development of the wealth management industry under the new situation. opportunity. 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. In order to promote the healthy development of China's wealth management industry through this summit.
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
♦ 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
| 议程概览 Agenda Overview |
主论坛Plenary Meeting
2019年5月23日May 23th, 2019 |
议题一：未来财富管理行业趋势判断与增长要素解读
Theme 1：Interpretation of the trend judgment and growth factors of future wealth management industry
议题二：先锋的实践-管窥行业发展最前沿
Theme 2：Pioneer's practice-a glimpse of the forefront of industry development |
议题三：突破同质化困境，建立差异化竞争优势
Theme 3： Break through the homogenization predicament and establish a differentiated competitive advantage
议题四：资管新时代下的客户开发与服务策略创新
Theme 4：Customer development and service strategy innovation in the new era of credit management |
分论坛一 全球资产配置论坛
Sub-forum One Global Asset Allocation Forum
2019年5月24日May 24th, 2019 |
分论坛二 数字化财富管理论坛
Sub-forum Two Digital Wealth Management Forum
2019年5月24日May 24th, 2019 |
议题一：2019全球资产配置展望
Theme 1：2019 Global Asset Allocation Outlook
议题二：聚焦资产配置新蓝海，把握财富管理新机遇
Theme 2: Focus on asset allocation new blue sea, grasp the new opportunities of wealth management
议题三：构建顶层资产配置平台，提升多元管理能力
Theme 3：Constructing a top level asset allocation platform to improve multivariate management ability
议题四：全球化时代下的家族财富规划
Theme 4：Family wealth planning in the era of globalization |
议题一：2019数字财富管理展望
Theme 1：2019 Digital Wealth Management Outlook
议题二：互联网+普惠金融，重塑财富管理新业态
Theme 2：Internet + Inclusive Finance, reshaping the new format of wealth management
议题三：数据与智能结合下的财富管理实践
Theme 3： Wealth management practice combined with data and intelligence
议题四：数字财富管理的产品和业务转型探索
Theme 4： Exploration of digital wealth management products and business transformation |
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