Map

Edwin Lim
Manager Director, Head of Private Banking, North Asia
DBS Bank (HK) Limited

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Mr. Edwin Lim, Head of Private Banking, North Asia, joined DBS Bank (HK) in August 2006.Overseeing the Private Banking business in North Asia. He is responsible for managing and developing private banking business in the region covering HK, Macau, and PRC & Taiwan. He possesses 20 years of experience in private banking. Prior to join DBS Bank, he had held senior positions with major international banks including Credit Suisse, Citigroup and Barclays.

Bruce VonCannon
Chief Representative(Hong Kong)
Banque Privée Edmond de Rothschild

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Bruce is Chief Representative of Banque Privée Edmond de Rothschild in Hong Kong. During his 24 years of banking experience he has held management and marketing positions in New York, Taipei, Kaohsiung, Hong Kong, Singapore, and Geneva. He has covered Greater China and Asia Pacific basin markets during most of his career. In his spare time he enjoys tennis, golf, and cross country skiing. He holds a B.A. Degree in Politics from Princeton University, an M.S. Degree in Agricultural Economics from Purdue University, and an M.B.A. Degree from Kelley School of Business at Indiana University-Bloomington.

Henrik Mikkelsen
CEO
CommerzBank (South East Asia)Ltd

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Henrik T. Mikkelsen is Managing Director, CEO at Commerzbank (South East Asia) Ltd in Singapore. He leads the bank’s day to day private banking activities throughout Asia is furthermore responsible for designing and executing the bank’s expansion strategy in the region.

Mr. Mikkelsen has worked for more than 12 years in the financial services industry - the past four at senior management level for Commerzbank in Singapore.

Mr. Mikkelsen holds a Master of Science degree in Wealth Management from Singapore Management University and a BA in International Business from Copenhagen Business School.

Jeremy Tao
Head of China
BEA Private Bank

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Tao Chang-yu, Jeremy, Head of Private Banking, Bank of East Asia (China) Limited. Mr. Tao has over sixteen years experience in the banking industry. His banking experience covers various areas such as FX trading, corporate banking and consumer banking. Mr. Tao is Country Head in charge of Private Banking business for Bank of East Asia (China) Limited.

Didier Brizard
Head of Asia Pacific
Tiare Group Family Office

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TIARÉ GROUPE is a company registered in France, which offers multidisciplinary consulting services addressing the needs of large asset holders. The group’s activities range from asset management to major risk coverage. Tiaré Conseil is a wealth management and strategy consulting company which offers to individuals and enterprises long-term high-quality consulting while preserving the client’s freedom to decide. Tiaré Conseil is a “family and entrepreneur office,” with complementary activities: financial and wealth management consulting, equity transactions, foundations and associations, and training.

Didier Brizard is Tiaré Groupe’s Representative for the Asia-Pacific Rim. He is representing the group at some public speaking events and manages the company PR campaigns in Asia with the objectives of developing the clientele portfolio of Tiaré Groupe in this part of the world.

- In 1987, Didier has started his professional career in France as a practicing lawyer, specializing in Mergers and Acquisitions, Projects Financing and Foreign Investments in Europe. For more than a decade, he has been advising French, as well as Japanese and Chinese individuals and companies. He was also acting as the official Counsel of the South Korean Embassy in Paris.

- In 2002, Didier has decided to set up his business in China. For a couple of years, he has been involved in the development of his own Family Business in Shanghai, supervising legal and financial matters for his company (publication of a luxury magazine dedicated to the Chinese high net worth individuals).

- In 2005, he has joined Tiaré Conseil for the purpose of expanding Tiaré Groupe presence in Asia. He has then acquired a concrete expertise in developing tax and portfolios analysis for Chinese HNWI and has become an efficient practitioner of wealth management capable to structure innovative strategic plans as well as to provide Tiaré Groupe’s Asian clients with the most appropriate advices.

Anthonia Hui
CEO
AL WEALTH PARTNERS PTE LTD

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A self-made success story, Anthonia started from humble beginnings, but with her renowned drive, determination and application, she has achieved great career success and recognition in international banking.

She has worked in various investment banks and private banks, including Coutts, BNP Paribas and Credit Suisse in London, Paris, Switzerland, Hong Kong and Singapore. With experience and familiarity in fixed income, foreign exchange, equity, derivatives and alternative investments, she has applied her extensive experience and knowledge in successfully advising and managing clients in the ultra high net worth category.

She continues to be a leader and influence on the banking community as lecturer and tutor to Singapore Management University’s wealth management workshops, seminars and courses. She is a well-regarded speaker in many leading regional conferences and events, particularly on private banking and wealth management topics. On occasion, she serves as an adviser to financial institutions looking to set up wealth management units in Asia.

A charismatic leader in private banking, Anthonia plays a key part in AL Wealth’s continuing success.

Wang Jing
Deputy General Manager of Private Bank
China Merchants Bank

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coming soon...

Zhu Dezhen
Chief Investment Officer & Head of Private Banking
China Minsheng Bank

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With dozens of years’ professional experience, Ms. Zhu positioned herself well in both international and domestic financial markets. Before joining China Minsheng Banking Corp., LTD., Ms. Zhu has serviced for such big names as China National Offshore Oil Corp. (CNOOC), Bank of New York, J.P. Morgan, Micron Technology, Xiangcai Securities and China Euro Securities Limited (CESL). Ms. Zhu is renowned for her innovation in developing a comprehensive set of standard financial analysis models and providing clients with prime financial advisory services including corporate finance, capital structure and securities investment strategy.

In late 2001, Ms. Zhu returned to motherland with rich financial and securities experience which she had earned in Wall Street during the past decade, and was invited to act as CEO of the fledging China Euro Securities Limited (CESL), the first Sino-foreign joint venture investment bank founded after China's entry into WTO. Under the great leadership of Ms. Zhu, CESL ranked No. 1 among all Chinese securities firms in terms of the number of A-share lead underwriting and sponsoring deals and per capita profit generated in the 4 consecutive years since its establishment. Besides, CESL witnessed the accomplishment of 5 IPOs, 2 follow-on offerings in 2004. And in the year following, CESL successfully completed the ground-breaking pilot shareholding structure reform deal in China.

In 2008, Ms. Zhu took the position as the Chief Investment Officer of China Minsheng Banking Corp., LTD. (CMBC) and the CEO of CMBC Private Banking. With rich experience and sound theories as backup, Ms. Zhu has made a significant contribution to reforming the management structure of private banking business, as well as successfully building a highly motivated professional private banking team. As a pacesetter and forerunner in China’s private banking sector, CMBC Private Banking was endowed with the honor of “the Most Promising Private Banking” in 21st Century Annual Finance Summit of Asian.

In recognition of her significant contribution to Chinese economy, Ms. Zhu was elected one of the “Top 10 Chinese Women Economic Pioneer of 2005 ”. Meanwhile, Ms. Zhu has been keen in public welfare undertakings and her great achievements have brought her many honors. As an advocator in education, Ms. Zhu was awarded with a golden medal by Xiamen City in honor of her contributions in “Respecting Teacher and Valuing Education”. As a core director responsible for “Future Action Force”, a campaign launched by Business Week, Ms. Zhu has extended her helping hands to many youth in their growth journey. In addition, Ms. Zhu is a member of Committee of 100, an influential elites group of Chinese American dedicating to push Sino-America relationship and charity course in China.

Ms. Zhu graduated from Xiamen University with BA. She also holds a BS degree in economics from College of Saint Elisabeth and an MBA degree from Pace University. Ms. Zhu acts as the Consultant of the Investment Banking Committee under Securities Association of China (SAC), as well as a director of Chinese Economists 50 Forum. Besides, Ms. Zhu is the part-time professor of School of Management, Xiamen University, and the entrepreneur mentor of School of Management, Fudan University.

Zhang Jianyu
Deputy General Manager of Private Bank
Industrial and Commercial Bank of China
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coming soon...

Andrew Macintosh
General Manager Hong Kong Banking
National Australia Bank
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Andrew Macintosh has over 18 years experience in financial services in Australia and Asia, covering private clients and private banking, equities and investments. An accomplished strategist, his vision and expertise has guided his leadership roles with JP Morgan, AIG, Westpac and National Australia Bank.

Currently, Andrew is the General Manager of Banking for NAB in Hong Kong, where he oversees the private, business banking, and retail businesses. Prior to this, Andrew was the Head of Private Banking for Westpac in Hong Kong, and National Sales Development Manager for Westpac Private Bank in Australia. Andrew also founded and successfully grew an Asian technology consultancy company for 9 years.

Andrew holds an MBA in Finance and Economics fro the Australian Graduate School of Management.

James Wang
Head of Private Banking
BNP Paribas (China)

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coming soon...

Xu Hao
Deputy Director of Private Bank
Bank of Communications

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从业经历:
交通银行总行 私人银行管理中心 副主任
香港实德环球集团上海凯汇理财咨询公司 总经理
第一证券公司 资产管理部 高级理财经理
申银万国证券研究所 基金分析师

教育经历:
美国伊利诺斯州立大学 工商管理 硕士
上海财经大学 金融学 硕士
上海外国语大学 日本文学 学士

荣誉:
就私人银行业务,多次接受“搜狐”、《第一财经日报》、《理财周报》和《旅伴》等新闻媒体的专访
电视第一财经频道《金算盘》 特邀嘉宾
电视第一财经频道《今日股市》(左安龙主持) 特邀嘉宾
电台97.7第一财经频率理财节目 特邀嘉宾
理财专著《四十九万养活一个孩子》 作者
上海市紧缺人才办公室主办理财讲座 特邀讲师
《新民晚报》天天理财版 撰稿人
新浪网、和讯网理财专栏 特邀理财专家

Dr. Zhang Guangping
the Deputy Director of the Shanghai office
China Banking Regulatory Commission
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coming soon...

Gao Jian
Chief Investment Advisor & Director of Products and Asset Management
China Minsheng Banking Corp., LTD
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coming soon...

Carolyn Leng
co-head
Commerce International Merchant Bank Private Banking
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coming soon...

Xu Fan
Deputy General Manager of Treasury Department
China Everbright Bank
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coming soon...

Hsiao-Yun Lee
Head of Private Banking China
SG Private Banking
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Hsiao-Yun Lee joined SG Private Banking in Y1997 and was instrumental in the set up of the SG Private Banking business in Greater China offshore. In 2007, she was appointed Head of Private Banking China and established offices in Shanghai, Beijing and Guangzhou, and will be working on the expansion of wealth management business into other major Chinese cities.

As Head for Private Banking China, Hsiao-Yun Lee oversees the business development functions to ensure revenue growth. She has developed a marketing structure tailored exclusively for the distinct China settings founded on a strategy of long-term sustainable development. She leads an outstanding team of private bankers who diligently meet expectations of onshore high net worth Chinese clients via an international network of financial, legal and technical experts who work together to construct a holistic wealth management strategy.

Hsiao-Yun Lee has over 20 years of experience in the banking industry. A Taiwanese with Shanghai origin, Hsiao-Yun Lee holds a MBA degree from University of Hartford, Connecticut, U.S.A.

Prior to joining SG Private Banking (Asia Pacific) in Hong Kong, Hsiao-Yun Lee had banking experience in Singapore and Taiwan.

Lv Yimin
General Manager
SDIC TRUST CO., LTD.
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coming soon...

Johnson Chng
Partner、leader of the firm's China Financial Services practice
Bain & Company China
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coming soon...

Ci Sun
Manager Director of Wealth Management China
UBS Securities
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孙慈颖女士于2001年在纽约加入瑞银集团美国财富管理总部,负责新聘客户顾问的开发培训工作。2003年,孙女士转派至香港,任北亚区域销售主管一职,负责搭建与管理瑞银集团财富管理在北亚地区的销售平台。孙女士目前是瑞银证券有限责任公司财富管理中国市场总监,负责中国市场及客户的开发,以及北京、上海、深圳和广州6个营业网点的财富管理业务。

在加入瑞银集团之前,孙女士曾服务于美国美林(Merrill Lynch)公司,担任副总裁。

孙女士在1994年加入金融行业之前曾是一位活跃在美国和欧洲乐坛的钢琴演奏家。

孙女士毕业于约翰斯-霍普金斯(Johns Hopkins)大学,获学士及硕士学位。孙女士亦进修完成西北大学凯洛格管理学院高级管理课程。

He Gang
Assistant General Manger, Wealth Management Dept. of Consumer Bank
Shanghai Pudong Development Bank
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coming soon...

Yuan Danxu
Director of Retail Banking
Shenzhen Development Bank
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简介
现任深圳发展银行零售银行总监兼任财富管理部总经理,曾供职招商银行总行零售银行部。美国顶级大学商学院毕业生,具备广泛与深厚的金融理论知识。拥有在国际化银行积累的投资与融资、风险分析以及战略发展规划与管理的实践经验。通晓商业银行价值评估、业务计划与财务预测的量化技术手段。

工作经历
1、 深圳发展银行,2008年12月-现在,总行零售银行总监
2、 招商银行,2002年1月-2008年12月,总行零售银行部副总经理
2、 Wells Fargo Bank,1999年1月-2002年1月,私人银行部资深经理
3、 KGP Partners,1997年1月-1998年, 12月金融分析师

教育
1. Georgetown University博士
2. The University of Houston硕士
3. 华中科技大学本科

Huang Jinlao
Senior Consultant of Wealth Management /Former Vice General Manager of Personal Banking Department (in Charge of Private Banking)
Bank of China
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Dr. Jinlao, born in Anqing of Anhui Province in 1972, is a Doctor of Economics, scholar entitled to Special State Council Subsidy, Master’s supervisor at Graduate School of People's Bank of China, appointed researcher at China Financial Policy Research Center and Research Centre of International Finance of the Chinese Academy of Social Sciences, and commissioner of WTO Law Institute of China Law Society and China International Finance Society. He used to be the Director of Research Office, Institute of International Finance, Bank of China and Assistant Governor of Yanbian Korean Autonomous Prefecture in Jilin province, and Vice General Manager of Personal Banking Department of Bank of China. He is now working as a senior consultant of wealth management at Bank of China. His main works are Research on Finance Globalisation (co-written by Dr. Huang and Professor Li Yang in 1999) and Financial Deregulation and Frangibility (in 2001), and he also translated Commercial Bank Financial Management (in 2004) , Global Capital Market and Banking Industry (in 2005),and Financial Statecraft, the role of financial markets in American Foreign Policy (in 2008) . Dr. Huang is now mainly doing research on wealth management, corporate governance, internationalised finance and misbehaviours in bonds market and so on.

Liang Yue
Executive President & General Manager of Personal Banking Department
Zhongrong International Trust CO., LTD
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2008起任中融国际信托有限公司执行总裁兼私人银行部总经理,创建并成功运营国内首家信托公司旗下的私人银行业务机构。 自1994进入证券行业,历任哈尔滨证券公司副总经理、联合证券东北总部总经理、北京中心营业部总经理等职务。 1998年于中国社会科学院财贸系货币银行学专业硕士研究生毕业。

Wang Yiman
General Manager of Investment Department
Zhonghai Trust CO., LTD.
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coming soon...

John Qu
Partner/Vice President of Greater China
Roland Berger Strategy Consultants
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coming soon...

Nicholas Hacking
Director
ERI Banking Software Pte Ltd.
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coming soon...

Peter Collins
Publisher
FT Business, Wealth & Asset Management Gr
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coming soon...

 
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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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