The 5th Wealth Management Summit Forum was held in Shenzhen on November 17th

In recent years, social wealth has continued to increase, family net worth has gradually accumulated, and the customer structure with wealth management needs has changed, which is no longer limited to high net worth and ultra-high net worth people, and many institutions have begun to target the development opportunities of wealth management business. At present, whether on the capital side (customer reserves) or assets (deposit and wealth management product scale), commercial banks are still in a leading position in the wealth management industry, especially in the development of private banks. At the same time, in the context of the vigorous development of financial technology, wealth management business can achieve two-way optimization, on the one hand, technology can allow customers to enjoy convenient services, on the other hand, it can simultaneously allow institutions to carry out customer mining, precision marketing and other activities.

In this context, FSC China will hold the "5th Wealth Management Summit Forum" in Shenzhen on November 17, inviting more than 200 institutional leaders from the government, associations, private banks, family offices, family trusts, brokerage wealth management, independent wealth management companies, asset management institutions and wealth management service providers to actively and deeply exchange new changes in China's wealth management market and the new development of wealth management institutions. In addition, in recognition and encouragement of the outstanding contributions made by relevant institutions and individuals in the field, the 12th Fund and Wealth Management Jiefu Award Ceremony will be held on the evening of the conference, which includes three categories: "Institutional Category", "Product Category" and "Individual Humanity".

The 5th Wealth Management Summit Forum will be themed "Wealth Management in the Changing Situation - Professional Development under the Open Ecosystem", in addition to the main forum and sub-forum "Family Office and Asset Allocation", a special "Bank Net Worth Transformation Closed Door Meeting" will be set up, and 30 business leaders such as general managers of fixed income departments, equity investment department general managers, asset allocation directors, (small and medium-sized) bank wealth management departments, and private bank product centers will be invited to attend.

The summit speakers included: Wang Zhongmin, Chairman of Shenzhen Institute of Financial Stability and Development and Former Vice Chairman of the National Social Security Fund Council; Tan Ying, General Manager of Russell Investment Management (Shanghai); Liu Jinping, General Manager of Family Wealth Office of Industrial Securities; Peng Yanjie, Vice President of Deutsche Bank (China); Mu Guochao, Deputy General Manager of China Resources Trust Wealth Management Headquarters (presiding over the work); Chen Xunpeng, Founder and CEO of Heqi Family Office; Guo Fuqin, Co-founder of Panhe Family Office; Partner of Thousand Elephant Assets, Lv Chengtao, Deputy General Manager; Fan Xiang, CEO of Jinyi Capital; Zheng Yang, CEO and Partner of Swiss Progressive Capital Greater China; Fan Zeng, Partner of Yunshu Capital; Tang Wenyu, Assistant President of Honghu Baishi Global Family Office; Rao Jinxing, President of Shenzhen Institute of Social Organization; Yan Huaijiang, Founder of Panhe Family Office.

Topics discussed at the Summit will include, but are not limited to:

New developments in the wealth management industry under the requirements of common prosperity;

Cross-border wealth management has landed, and new opportunities and challenges for wealth management have been launched;

Deepen the transformation of securities companies' wealth management, and create a "investment bank + private bank" type family office;

Wealth allocation and risk rebalancing under the epidemic;

The "Tao" of family inheritance;

Family wealth management system and inheritance tools;

New allocation of family assets under "common prosperity";

The application of family trusts in private wealth planning and family governance;

Charitable trusts, impact investing and family succession;

Technology-led drive the endogenous development of asset management business;

How to improve the ability of banks to allocate large-scale assets;

Click on the link to register for event details: hyperlink "http://finfoglobal.mikecrm.com/zt2slp2" http://finfoglobal.mikecrm.com/zt2slp2

Or pay attention to the official WeChat account "Caishi China" to continue to pay attention to the dynamics of the conference.

Contact information for event inquiries:

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This article originated from the Financial Circle Network