Business
GREAT FEATURE

The 15th Asia Private Banking and Family Office Summit

The 15th Asia Private Banking and Family Office Summit is due to be held in Shenzhen on April 15-16th. Building on previous success, the Summit will continue to be one of the most influential events in the wealth management industry in China. It brings together the best practitioners in the country, top family offices and private banks, as well as trusted advisors and reputable media platforms. For firms who wish to tap into the Chinese market, or look to strengthen their links with China, this event will enable you to gain key insights, and more importantly, key contacts from the region. In the fast-growing Chinese market, experienced advisors and quality wealth management services from overseas are in high demand, even amidst the continuing concerns over the pandemic in the region. Partnered up with the organiser, Banyan Legacy (磐岩传承), ThinkChinese coordinates participants from the UK and Channel Islands. For those who are going to present in the Summit, we support them with presentation techniques, translation, and localisation in order to generate the best communication outcome. We also help participants follow up with prospective business contacts in view of turning leads into business opportunities.

Who is Banyan Legacy?

Banyan Legacy is a leading consultancy firm based in Shanghai. The firm offers a range of intermediary services with a key focus on wealth planning and asset management, including international summits, webinars and training. Established in 2016, Banyan Legacy organizes events for participants to gain insights and exchange experience. Previous host cities include Shanghai, Shenzhen, Qingdao, Hong Kong, Singapore and New York. Over 1,500 companies and 5,000+ senior executives have engaged with the events since 2020. Banyan’s large network and resources will not only help their partners build and manage their client relationships, but also drive to reach wider exposure Business with China.

What will the Summit cover?

● Challenges and opportunities faced by family offices in China

● Strategic family wealth structuring

● ESG investment for family office

● Alternative investment and new technology

● Tax transparency in global context

● Global property investment

● Global citizenship trends and planning

Agenda

Day One

AM

08.50-09.00

Opening: To Build Ecological Competitiveness for Family Offices. Michael Du, Founding Partner, Banyan Legacy

09.00-09.30

Family Story: A Story of Artistic Life Prof. Roger King, Senior Advisor and Founding Director, Tanoto Centre for Asian Family Business Entrepreneurship Studies

09.30-10.00

The Significance of Building a Family Business that Can Last in the SHE Era. Emily Lin, Founder, The Sorority

10.00-10.30

Value Investment – A Weapon to Cross the Economic Cycle

10.30-11.00

Coffee & Networking

11.00-11.45

Panel Discussion: Family Enterprise Governance and Inheritance Panelists

● Family Principal G1

● Family Principal G2

● USB Global Family Office

PM

11.45-12.15

Investment Philosophy, Strategy and Means

12.15-13.45

Luncheon & Networking

13.45-14.15

Global Macroeconomic Investment Adrian Zuercher, CIO/Head of Global Assets Allocation, UBS Wealth Management

14.15-14.45

International Citizenship Planning for HNW Families

14.45-15.30

Panel Discussion: How Can Family CIOs Become More Proactive in Investment Management? Panelists

● Sing Family Office CIO

● Investment Director from Leading Asset Management firms

● Deng Boyang, Investment Director, TR Capital

● Perry Cui, Founding Partner, Enlight Growth Partners

15.30-16.00

Coffee & Networking

16.00-16.30

Enhanced Index of Quantitative Trading Speaker from High-Flyer Quant

16.30-17.15

Panel Discussion: How to Use FoF to Make Future Plans for Family Businesses Panelists

● Greenwoods Assets

● Gopher Assets

● Xu Weifeng, Founding Partner, FaaS

17.15-18.00

Panel Discussion: Family Investment in Bio-health Care Panelists

● Wang Hui, Managing Partner, Highlight Capital

● Edward Zhou, Founding Managing Partner, Hanne Capital

● Bei Zhao, Deputy Research Director/Head of Healthcare Team, ICBCCS

18.30-20.00

Cocktail Party

Day Two

AM

09.00-09.30

Secrets of Family Thriving for Over Three Generations Lee Kum Kee Family Office

09.30-10.00

From SFO to MFO Yan Zhang, Founder & CEO, Wishland Capital

10.00-10.30

Embrace the Era – Family Trust 2.0

10.30-11.00

Coffee & Networking

11.00-11.45

Panel Discussion: How to Set up and Run a Family Office Based on the Traditional Chinese Concept of “Master of Pen and Sword”? Panelists

● Andrew Yen, Founder, Pan He Family Office

● Wei Xiang, COO & Head of family office, China Renaissance

● Zefa Gui, Deputy General Manager, Bank of Communications, Private Bank

● Kunlin Li, Deputy General Manager, China Merchant Bank, Private Bank

PM

11.45-12.15

Family Investment Focus: Consumption Upgrading and New Retail David He, Managing Partner, BA Capital Kun Lan, Partner, Yongxian Asset Management

12.15-13.45

Luncheon & Networking

13.45-14.15

International Tax Planning & Analysis John Wong, Partner, Head of Private Wealth & Family Enterprise HK & Mainland, PwC

14.15-14.45

Life Insurance Trust

14.45-15.30

Panel Discussion: Organizational Transformation and Talent shortage for Family Offices Panelists

● Man Liu, Managing Director, Head of Global Family Office, CICC

● Jin Xu, General Manager of Wealth Management, CCB Trust

● Jacky Jiang, Founding Partner, He Feng Family Office

15.30-16.00

Coffee & Networking

16.00-16.30

Investment Banking and Family Offices Go Global 16.30-17.15

Panel Discussion: Personal Brands and Ecological Development for Family Office Panelists

● Echo Zhao, Partner, Shanghai Ruiwei Law Firm

● Elton Wang, Founding Partner, Harvest Horizon

● Qun Li, Founding Partner, Jing Hua Family Office

● Speaker from Ping An Private Bank

17.15-18.00

A Quick Look at the X-Y Axis of Major Offshore Jurisdictions Worldwide Panelists Experts from Jersey, BVI and Singapore

18.00-18.05

Conclusion & The end

The 15th Asia Private Banking and Family Office Summit

Asia Private Banking and Family Office Summit

The registration for the Summit is already open. Speakers can present online, and speaking slots are completmented by physical tickets to the event, should participanting firms have colleagues based in China. The agenda of the Summit is available upon request. Please contact our team at info@thinkchinese.net for more information or to regsiter.