Wealth Management and Family Office Investment Roundtable
2nd April 2019 @ 1:30 pm - 7:00 pm BST
China has already developed a huge wealth management market, with an estimated size of HNWIs investment asset at USD17 trillion. Yet this market is still growing very fast and notably with investors increasing keen on global asset diversification. At the same time, China market continues to open its capital market, make it much easier for global wealth managers to allocate a portion of their clients’ asset to China. Also emerged are increasing opportunities for wealth investors in both China and overseas to collaborate on investment opportunities that can leverage both of their expertise.
This ATC roundtable sponsored and hosted by Simmons and Simmons brings senior executives from Chinese banks, trust companies and other wealth management related organizations to London to meet leading players in Europe, for an in-depth discussion on some of the key topics about cross-border investment and collaboration.
1:30 pm Registration
2:00 – 2:05 Opening remarks: SUN Wei, CFA, ATC Initiative Founder
2:05 – 2:10 Welcome remarks: Simmons & Simmons
2:10 – 2:15 Welcome remarks: Maja Erceg, Senior Policy Adviser – EU and Government Affairs, PIMFA
2:15 – 2:45 Presentation 1: China capital market open-up and the opportunity for cross-border investment Melody Yang, Partner, Simmons & Simmons
2:45 – 3:15 Presentation 2: Emotional Intelligence in investment Marta Albert, Partner, Quantem Global Family Office
3:15 – 3:45 Presentation 3: The role digital technology plays in wealth Management Tobias Henry, Principal, Alpha FMC
3:45 – 4:00 Coffee Break
4:00 – 5:30 Roundtable discussion Moderated by: Sun Wei, CFA, ATC Initiative Founder
• The development stage and market structure of wealth management/family office businesses in Europe and China;
• How would Chinese HNWIs make asset allocation in the China context? What are the preferred asset class and type of managers?
• What is the level of interest for Chinese family investor/HNWIs to have a global asset allocation and what routes are they using?
• With the continuous opening of the capital market in China, will European family offices/wealth managers increase their interest in the China market? How would they invest?
5.30 – 7.00pm Drink Reception