The Private Wealth Asia Forum is the flagship meeting for our private wealth series in Asia and the leading wealth management, wealth planning and international investment management meeting for private banks, wealth managers and family offices from Asia.
The investor focused meeting brings together 200 industry leaders from the private wealth management field for a one-day conference discussing strategies to protect, preserve and grow wealth.
Panel sessions will provide attendees with updated peer education on asset allocation, wealth management, asset protection, succession planning, private client management, offshore structuring, tax, trust and estate planning.
The program is structured around high level content with more than ten hours of targeted networking sessions, making this forum an excellent occasion to exchange some ideas about the latest trends with prominent leaders from the private wealth management world.
Conrad Hong Kong is offering a special rate for your hotel room! Last day to book is September 19, 2019.
Stay at the Conrad Hong Kong for HK$2,650 per room per night excluding 10% service charge.
Franco Ngan, Chief Executive Officer & Co-Founder, Zeal Asset Management
Zeal is a Hong Kong based independent fund management firm with a global clientele which includes sovereign wealth fund, pension, private bank, family office and wholesale. Zeal was one of the first three fund houses that obtained Chinese government approval to enter mainland China’s retail fund market under the Mutual Recognition of Funds (MRF) policy in 2016. Zeal started its marketing efforts in mainland China through online distribution channels including WeChat, Alipay and Ant Fortune, and over the past three years, it has successfully built a sizable Chinese retail client base. Prior to Zeal, Franco was CEO of Value Partners Group and was the Chairman of the China Committee of The Alternative Investment Management Association Hong Kong Chapter (AIMA HK) from 2010 to 2013.
Chen Ding, Chief Executive Officer, CSOP Asset Management
Ranked #6 on the top China Asset Management Firms, CSOP Asset Management is the HK subsidiary of the China Southern Asset Management. She has held this position since 2010 and has led the company to become the largest RMB Qualified Foreign Institutional Investors (RQFII) manager globally. Ms. Ding was also Assistant Chief Executive Officer and Managing Director of China Southern Asset Management Co. Ltd. (“CSAM”) from 2003 to 2013. During her tenure at CSAM, she successfully established its Qualified Domestic Institutional Investor (“QDII”) business to issue China’s first public QDII fund, which went on to become the largest in the nation. Ms. Ding was named “CEO of the Year in Asia” in the 2013 Best of Best Awards held by Asia Asset Management. She serves as Chairperson of the Chinese Asset Management Association of Hong Kong and a Board Member and Convener of the Mainland Opportunities Committee of Financial Services Development Council. She is also the Co-Chairperson of the International Business Committee of the Asset Management Association of China, as well as a member of the Advisory Committee of the Securities and Futures Commission, the Securities and Futures Appeals Tribunal, Government of the Hong Kong Special Administrative Region, and the Financial Infrastructure Sub-Committee of the Exchange Fund Advisory Committee, Hong Kong Monetary Authority.
Thomas Deng Regional Chief Investment Officer and Chief China Strategist UBS Wealth Management
John Ehrenkranz Chief Investment Officer Ehrenkranz Partners
Prashant Bhayani Chief Investment Officer, Asia BNP Paribas Wealth Management
John Apruzzese Chief Investment Officer, Partner Evercore Wealth Management
Anitza Nip Head of Fixed Income Research Asia Union Bancaire Privée
Steven Wieting Global Chief Investment Strategist & Chief Economist Citi Private Bank
Shiraz Poonevala Director of Investments GP Group
Nadine Gordon Lee Managing Director, Metro NY Offices & President, Colony Family Office Group The Colony Group
Marc Rucinski Asia Pacific Head of Private Equity and Real Estate Citi Private Bank
Ram Lee President Seven Bridges Advisors
Nitai Utkarsh Lead, Investment Strategy & Chairman Family Office Hero MotoCorp
Stephen Colavito Jr. Chief Market Strategist Lakeview Capital Partners
Benaifer Malandkar Chief Investment Officer RAAY Global Investments (Patni Family Office)
Wayne Yi Director, Head of Manager Research Massey Quick Simon
Stephen Pau Chief Investment Officer Hefeng Family Office
Michael Steiner Partner, Wealth Advisor RegentAtlantic
Arjan de Boer Head of Markets, Investments & Structuring, Asia Indosuez Wealth Management
Thomas Jalics Director of Asset Allocation Fifth Third Private Bank
Alvin Nie Chief Investment Officer GW Capital (Asia)
Clark Cheng Chief Investment Officer Merrimac
Vincent Au Head of Investments ALPS Advisory (HK)
Please note only corporate email addresses will be accepted only. If you have any questions or problems registering, please contact us.
UPDATED EDUCATION ON ASSET ALLOCATION AND ASSET PROTECTION
Learn how local and regional clients are growing their assets and protecting their wealth.
Learn about the emerging trends in Asia
Private equity, hedge funds, real estate, commodities, and esoteric asset classes all hold appeal for wealthy families. How do we demystify allocations outside the traditional markets?
How can effective governance structures face the challenges of family, business, financial and legacy continuity in order to sustain and preserve wealth for generations to come?
INVESTORS: Complimentary Registration for all qualified investors. Email IR@marketsgroup.org for more information on obtaining a complimentary ticket.
MANAGERS & SERVICE PROVIDERS: Rates below reflect the current price for all asset managers and service providers.