Private Banking Congress 2009


Day One Octorber 21 2009
08:30	Registration
08:50	Opening address from the chairman
09:00	SESSION ONE / KEYNOTE SPEECH New Opportunities for (China) Private Banking Industry
09:45	SESSION TWO/GLOBAL LEADING PRIVATE BANK How to Win in China?
10:30	Morning refreshments & networking break
11:00	SESSION THREE / CHINA’S LEADING PRIVATE BANK Best Services for China’s Rich
11:45	SESSION FOUR / IDENTIFYING THE NEEDS OF CHINA'S RICH How to Meet the Needs of China’s Rich?
12:30	Luncheon
14:00	SESSION FIVE / RISK MANAGEMENT IN PRIVATE BANKING Keeping Out the Risks of Every Session during the Whole Process
14:45	SESSION SIX / PRIVATE BANKER Creating Private Bankers-a Key Challenge to Success
15:30	Afternoon Refreshment & Networking Break
16:00	SESSION SEVEN /OPERATION Internal Process Design and IT Integration for Private Banking
16:45	SESSION EIGHT / PANEL DISCUSSION Overcoming the Crisis of Confidence & Forging China’s Local Hundreds-Year-Old Private Banks
17:30	End of Day One

Day Two Octorber 22 2009
08:30	Registration
08:50	Opening address from the chairman
09:00	SESSION ONE / KEYNOTE SPEECH New Opportunities for (China) Private Banking Industry
09:45	SESSION TWO / VIEW OF FINANCIAL MARKETS Identifying Investment Trends and Opportunities in a Bear Market
10:30	Morning refreshments & networking break
11:00	SESSION THREE / INVESTMENT AND RISK Investment Opportunities in Bond，Foreign Exchange, Gold Market and Risk Aversion
11:45	SESSION FOUR / PANEL DISCUSSION Developing Financial Products for China Market
12:30	Lunch
14:00	SESSION FIVE / SERVICES Developing Value-added Services Attractive to the HNWIs
14:40	SESSION SIX / LESSONS FROM FAMILY OFFICE Private and Intimate Service to the HNW Family
15:20	Afternoon Refreshment & Networking Break
15:50	SESSION SEVEN / LESSONS FROM INDEPENDENT WEALTH ADVISOR Offering Service to Meet Clients’ Needs and Risk Tolerance
16:35	SESSION EIGHT / CRITICAL SUCCESS FACTOR OF SWISS PRIVATE BANKS How to Become a“Hundreds-Year-Old Bank”？
17:20	SESSION NINE / PANEL DISCUSSION Onshore & Offshore Service of Private Banking
17:55	End of Day 2



Zhang Guangping Shanghai Office China Banking Regulatory Commission	Bruce VonCannon Banque Privee Edmond de Rothschild	Henrik T. Mikkelsen Commerzbank (South East Asia) Ltd



Jeremy Tao BEA Private Bank	Didier Brizard Tiaré Conseil	Edwin Lim DBS Bank (HK)



Wang Jing CMB	Zhu Dezhen China Minsheng Bank	Zhang Jianyu ICBC



Andrew Macintosh NAB	James Wang BNP Paribas (China)	Anthonia Hui Al Weath Partners



Carolyn Leng CIMB Private Banking	Xu Fan China Everbright Bank	Xu Hao Bank of Communications



He Gang Pudong Development Bank	Ci Sun UBS Securities	Johnson Chng Bain & Company China



Hsiao-Yun Lee SG Private Banking	Lv Yimin SDIC TRUST CO., LTD	Gao Jian China Minsheng Banking Corp., LTD.



Yuan Danxu Shenzhen Development Bank	Huang Jinlao Bank of China	Liang Yue Zhongrong International Trust CO., LTD.



Wang Yiman Zhonghai Trust CO., LTD.	John Qu Roland Berger Strategy Consultants	Nicholas Hacking ERI Banking Software Pte Ltd.



	Peter Collins FT Business, Wealth & Asset Management Group

Agricultural Bank of China

Bank of China

China Construction Bank

Shanghai Rural Commercial Bank

Zhejiang Chouzhou Commercial Bank

China MinSheng Bank Shanghai Branch

Industrial Bank

Huaxia Bank

• Despite steep market capitalization losses, China’s HNWI (high-net-worth-individual) population surpassed that of the U.K. to become the 4th largest in the world in 2008(364k HNWIs) (Source: World Wealth Report 2009, Capgemini & Merrill Lynch)

• China HNWIs held possession of investment assets about 8,800 billion Yuan ($1,257 billion) in 2008. (Source: China Private Wealth Report 2009, China Merchants Bank & Bain & Company)

• China financial products sold by 83 banks rose up to 3,700 billion Yuan ($528.6 billion) in 2008, with a growth rate of 400% (Source: China Banking Regulatory Commission)

• The China private banking showed its huge growth potential in 2008. For example, the customers of private banks from CMB (China Merchants Bank Co., Ltd) grew by 35% than that in 2008. Compared with 0.016% private banking customers in the whole customers of CMB, the total assets of private banks accounted for 16%.(Source: China Merchants Bank)

From Research Team in Production Department (JFPS Group)

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