The 5th Wealth Management Summit, hosted by FinFo Global, will be grandly held in Shenzhen, China on November 17th. The summit will bring together more than 200 institutional leaders from government, associations, private banks, family offices, family trusts, securities, independent wealth management companies, asset management institutions and wealth management service providers to actively and deeply discuss the new changes in China's wealth management market.

Who Attends:

• Wealth Managers
• Asset Managers
• HNWIs
• 50% Decision-makers
• 30%+ Dept Head
• 20% Senior Managers of SOE

On the Agenda: 

• 50+ Speakers
• 30+ Keynote Speeches
• 10+ Round Tables

Closed to the Press

• 80+ Face To Face Conversations
• 50+ One-On-One Meetings
• Closed Door Workshops
• Seminars
• Private Meetings of Boards

Key topics will include, but are not limited to:

• The evolution of wealth management under the development of digitization
• New asset allocation in the AI times
• How to maintain and increase the wealth of HNWIs in the changing situation
• Opportunities for equity investments in the era of great wealth management
• Asset allocation and rebalancing risks under the COVID pandemic
• The system of family wealth management and tools for inheritance
• The application of family trust in private wealth planning and family governance
• New ways of family asset allocation in the post-pandemic times: Fixed income, equity, PE and real estate
• Prevention of litigation risks in wealth inheritance schemes;
• The investment of long money: Asset allocation strategies of cross-border and cross-market
• Reshaping the new format of wealth management through the internet and inclusive finance
• The evolution of wealth management: Sales of standard products, investment  advisory services and digital channels
• Thoughts on internet wealth management mode: Investment advisory mode, consignment mode, outsourcing mode and technology mode
• How AI can help wealth managers invest in equity and select investment managers
• A new mode of wealth management in private traffic
• Fintech leads the endogenous development of the banking asset management business
• Application of fixed income and products under new regulations
• How to improve the asset allocation ability of bank wealth management
• New advisory service under the coordination of wealth management and asset management
• The innovation and application of fintech from a customer-focused perspective

12th JIEFU Award - Wealth Management:

The JIEFU Award was established and launched by FinFo Global, China's top financial industry media since 2014, and has received more than 3,000 applications from licensed financial institutions.

The financial themes of the JIEFU Award include Private Banking and Wealth Management, Fund and Asset Management, Futures and Derivatives Trading and more. The Vetting Committee is composed of well-known experts and scholars in the global financial industry, who assess the materials provided by the participating institutions and consider them combined with the visit and research results. The award is then issued after careful evaluation.

Conference website

Email links