Asia-Pacific, the center of a significant increase in wealth over the last decade, continues to be the driving force in global HNWI population and wealth growth. As the region’s emerging economies (such as China, India, Indonesia, Thailand etc.) mature, more Asia-Pacific HNWIs are seeking guidance on not only how to achieve wealth preservation and succession but how their heirs and heiress can take over the family business.
Against to this backdrop, The Wealth APAC, an independent international platform for communication, coordination and cooperation across the world, is committed to gain a deep insight into the Asia-Pacific HNWIs, including the trajectory of their population and wealth, their behaviors and preferences, and their needs and concerns. We set "Connecting Global Wealth" as our goal and dedicate to bring together the world's foremost wealth management industrial leaders, senior executives, experts, academics as well as HNWIs in an impartial space with the aim of how to serve HNWIs better.
We believe that effective communication and interaction are indispensable to a successful project, so we hold diversified events – to give each participant as much context and opportunity for engagement as possible over the long term. We also aim to ensure the impact of our efforts, with each event delivering clear outcomes and action points.
To connect global wealth
To devote ourselves to accelerating the global wealth information flow
To create an influential and interactive platform for HNWIs and leading wealth management institutions in APAC to communicate and corporate
Professional, mutual-trusted & efficient
Dedicate to transfer communication to insights, insights to agenda and agenda to impact
WEALTH Magazine
Today, wealth is still predominantly concentrated in North America and Europe. However, the growth of wealth in emerging market has been impressive, especially including a soar of China since the 21st century.
In recent years, China has witnessed a flourish private wealth management market in China which led by the boom of HNWIs. What's more, new technology has changed the traditional thoughts and business model in this industry, which is encouraging the institutions to be more innovation. Although most private banks and wealth management companies have provided clients with comprehensive services under the guide of customers' needs which is a big step from the beginning, there are still problems to be solved.
Therefore, the organizing committee of Wealth APAC launches International Private Wealth Management Forum & China Awards . This annual event, held in China at first half of the year, brings together leading private banks, family offices, independent wealth management and offshore financial institutions from China and APAC to share insights on the major challenges facing the wealth management market today.
The first generation of Chinese 'Fortune Makers' and their family members are facing one most serious issue of family legacy. Meanwhile, the family businesses in China also proceed to the globalization, reform, and dynamic changes of family affairs. And Chinese HNW entrepreneurs need to survive from this transition within a few years, which has been completed several decades or generations by western wealthy families.
Now, both entrepreneurs and family wealth management performers are noticing this big challenge ahead of them. Against to this backdrop, as the beacon of family wealth management and succession issues for Chinese family businesses, the organizing committee of Wealth APAC launches International Family Wealth Management Forum & China Awards in China at the end of the year. This annual event is a multilateral communication platform for both family wealth management relevant institutions and Chinese HNW entrepreneurs. This event would be a guideline for Chinese HNW entrepreneurs to find most appropriate service providers and solutions on achieving wealth preservation and succession.
WEALTH MINDS is a Private Board Meeting which is by INVITATION ONLY. No one is permitted to participate or view information in the meeting without our prior approval. Now WEALTH MINDS only offers two types of board meeting: WEALTH MANAGEMENT BOARDS and HNW Entrepreneur BOARDS. In every month, we will set up one particular THEME for our board members to discuss and interact each other.
Managing Director & Head of Private Clients in North Asia
Lombard Odier
Director of Business Development,Head of China and Hong Kong
Legg Mason Global Asset Management
Tax Partner & China and Hong Kong Leader, Private Client Services
PwC (Hong Kong)
Chief Executive Officer, Private Banking, Asia
Union Bancaire Privee
Managing Director & Market Manager (China Offshore and Taiwan Offshore)
Citi Private Bank
Regional General Manager & CEO, Aspire China and Taiwan
Aspire Lifestyles
General Manager of Personal Banking Dept.
Bank of Nanjing
Counselor Of PBoC
Principal Of CCEF Research Institute
Deputy General Manager of Private Banking Dept.
SPD Bank
Consultant, Wang Fang Family Office
Denton
Global Partner & Managing Director
Boston Consulting Group (BCG)
General Manager of Wealth Management & Private Banking Center
China CITIC Bank
President of Private Banking Dept.
China Minsheng Bank
Vice Chairman
National Council For Social Security Fund
Ph.D, Executive Chairman of Templeton Emerging Markets Group
Franklin Templeton Investments
Chairman & CEO
Leadbank
President
Ping' An Private Bank
Senior Vice President, Strategic Planning Division, Wealth Management Dept.
Cathay United
Country Business Manager China
Citi Bank
Co-founder & Deputy General Manager
MyFP
Secretary General
China Chief Economist Forum
Head of Wholesale Client Coverage, Asia (ex-Japan), Managing Director
UBS Asset Management
Senior Advisor, Family Advisory Asia-Pacific
UBS Global Wealth Management
General Manager of Private Banking Dept.
China Merchants Bank
Deputy General Manager of Private Banking Dept.
Agriculture Bank of China
Head of Investment Strategy, Wealth Management
Standard Chartered China
Head Of Wholesale, Asia ex Japan
ROBECO
Global Partner & Co-Chairman of Financial Business in Greater China
Bain & Company
Chief Editor of
Deputy Director of National Finance and Development Laboratory
Co-Founder & CEO
Panhe Family Office
Managing Director, Market Head for North Asia
UOB Private Bank
Founder & Chairman
Deyu Family Office
Deputy General Manager Of Private Banking Dept.
China Merchants Bank
Chief Financial Officer
Noah Private Wealth Management
Vice President
CMB Family Office
General Manager, Wealth Consulting, Private Banking Center
Bank Of Communications
General Manager Of Private Banking Dept.
Industrial Bank Co. Ltd
General Manager Of Private Banking Dept.
Bank Of Beijing
General Manager Of Family Office
Ping’ An Private Bank
Deputy GM Of Retail Finance Dept. & GM Of Private Banking Dept.
Bank Of Nanjing
General Manager Of Wealth Management & Private Banking Center
Bank Of Jiang Su
Managing Director
The Boston Consulting Group (BCG)
Partner, Family Office & Family Enterprise Consulting
Deloitte China
Partner, Advisory Services
EY China
President
Association of Family Offices In Hong Kong
Chairman & CEO
Jupai Holdings Limited
Managing Director, Wealth Management Dept.
CICC
Executive Deputy General Manager, Family Office Center
Noah Holdings
Managing Director
VISTRA China
Senior Partner
Head Of WANG FANG Family Office, Dentons Law Firm
Partner
WANG FANG Family Office, Dentons Law Firm
Co-Founder, Milan Bella Family Office
Director & Chief Attorney, YINGKE Family Trust Center
Vice President Of Financial Products
PINTEC
Professor
Shanghai Advanced Institute of Finance
Partner & President
Triumph Capital International
Founder
Panhe Family Office
Managing Director
Panhe Family Office
Cheif Investment Officer
Hang Tang Family Office
Executive Director
Make You Happy Family Office
Partner
Pantheon Family Office
Partner
Pantheon Family Office
CEO
Milan Bella Family Office
President
Family Succession Center
Founding Partner & Chairman
Qianyuan Fund
President, Mai Pu Group
Co-Founder, FLADY Sorority