近几年，随着国内互联网产业的迅速发展，互联网与实体经济的深度融合的价值进一步凸显，大数据、AI等技术的普及，来自零售领域的全渠道概念越来越深入到财富管理领域。线上线下渠道无缝衔接，打造一站式财富管理平台越来越成为众多财富管理机构的发展方向。
In recent years, with the rapid development of the domestic Internet industry, the value of the deep integration of the Internet and the real economy has become more prominent. With the popularization of technologies such as big data and AI, the omni-channel concept from the retail field has increasingly penetrated into the field of wealth management. The seamless integration of online and offline channels, and the creation of a one-stop wealth management platform has increasingly become the development direction of many wealth management institutions.
由上海泽为咨询旗下泽方金融研究院联合上海浦东国际金融学会，香港家族办公室协会，亚洲财金联合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日在北京盛大召开。届时，东家财富CEO汤松榕先生将莅临会场，就线上线下渠道无缝衔接，打造一站式财富管理平台展开精彩演讲，同与会嘉宾一起沟通交流互联网财富管理的客户体验渠道与服务模式。
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, Association of Family Offices in Hong Kong and Asian Financial Federation, will be held in Shanghai on May 23-24. At that time, Mr. Tang, CEO of JD Rich, will come to the venue to deliver a wonderful speech on the seamless connection of online and offline channels and the one-stop wealth management platform, and communicate with the guests about the customer experience channel and service mode of Internet wealth management.
汤松榕先生自2016年10月起担任京东数科旗下京东金融东家金服总经理，负责高端金融服务平台东家财富和东家海外业务的组建和发展。东家品牌成立两年多以来，已经积累：逾30万合格投资人和百亿级管理规模。目前，东家财富已经在上海、北京、纽约、广州、深圳等城市和地区建立服务网络，为用户提供安全、高收益、定制化的金融服务，并为客户的海外资产配置提供全方位的策略咨询与执行规划。
Mr. Tang has been the general manager of JD Rich, a subsidiary of JD Finance since October 2016. He is responsible for the establishment and development of the high-end financial service platform, JD Rich, and overseas business. Since its establishment for more than two years, JD Rich has accumulated over 300,000 qualified investors and tens of billions of management scale. At present, JD Rich has established service networks in cities and regions such as Shanghai, Beijing, New York, Guangzhou, Shenzhen, etc., providing customers with safe, high-yield, customized financial services, comprehensive strategic advice for overseas asset allocation and execution planning.
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
♦ 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
♦ 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
♦ 张咏，董事长，德裕世家家族办公室
Yong Zhang, Chairman, Deyu Family Office
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.
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