Map

Edwin Lim
执行董事,北亚区私人银行总监
星展银行

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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
首席代表(香港)
法国爱德蒙得洛希尔银行

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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
德国商业银行(东南亚)

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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.

陶昌宇
私人银行业务中国区主管
香港东亚银行

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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
亚太区主管
Tiare Group家庭办公室

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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.

许美茵
总裁
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.

王菁
私人银行部常务副总经理
招商银行

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朱德贞
首席投资官兼私人银行总裁
中国民生银行

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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.

张剑宇
私人银行总部副总经理
中国工商银行
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Andrew Macintosh
总经理(香港)
澳大利亚国民银行
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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.

王刚
私人银行业务主管
法国巴黎银行(中国)

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徐浩
私人银行管理中心副主任
交通银行

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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

张光平
副局长
上海银监局
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李晓芸
私人银行业中国区主席
法国兴业银行
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李晓芸于1997年加入法兴私人银行,对过去12年法兴私人银行在大中华区的建立以及取得的卓越绩效做出极大的贡献。于2007年,她出任大中华区负责人,在上海,北京及广州成功设立营运点,将积极研究扩展财富管理服务至其它中国主要城市。

Carolyn Leng
联席主席
马来西亚国际商业银行私人银行
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徐凡
资金部副总经理
光大银行
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何刚
个人银行总部财富管理部总经理助理
上海浦东发展银行
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孙慈颖
财富管理中国市场总监、董事总经理
瑞银证券有限责任公司
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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。

莊瑞豪
合伙人、大中华区金融服务业主席
贝恩公司
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吕益民
总经理
国投信托
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高见
私人银行首席投资顾问兼产品与资产管理中心总监
中国民生银行
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袁丹旭
零售银行总监
深圳发展银行
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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

黄金老
公司金融总部客户关系总监/原个人金融部副总经理(负责财富管理及私人银行业务)
中国银行
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黄金老,1972年生人,安徽安庆人,经济学博士,2000年毕业于中国人民大学财政金融学院,享受国务院特殊津贴专家,中国财政金融政策研究中心研究员,中国法学会世界贸易组织法研究会、中国国际金融学会理事,中国人民银行研究生部研究生导师,国家社科基金项目同行评议专家。曾任中国银行国际金融研究所研究室主任兼《国际金融研究》副主编、中国银行授信评审委员会委员、吉林省延边朝鲜族自治州人民政府州长助理、中国银行个人金融部副总经理(负责财富管理及私人银行业务)、办公室副主任,现任中国银行公司金融总部客户关系总监。1994年以来先后在《经济研究》等报刊上发表学术论文60余篇,主要著作有《金融全球化研究》(与李扬教授合著,1999年)、《金融自由化与金融脆弱性》(专著,2001年)等,并译有《商业银行财务管理》(Commercial Bank Financial Management,2004)、《全球资本市场和银行业》(Global Capital Markets and Banking,2005)、《金融外交之道》(Financial Statecraft,2008)等著作。现主要从事财富管理、公司治理、全球化金融以及证券市场不当行为等方面的研究。

梁越
执行总裁兼私人银行部总经理
中融信托
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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。

王一曼
投资管理部总经理
中海信托股份有限公司
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曲向军
合伙人/大中华区副总裁
罗兰·贝格国际管理咨询公司
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Nicholas Hacking
总监
ERI 公司
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Peter Collins
出版人
FT Business, Wealth & Asset Management Group
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Carolyn Leng
马来西亚国际商业银行私人银行
  徐凡
光大银行
  徐浩
交通银行
 
何刚
上海浦东发展银行
  孙慈颖
瑞银证券有限责任公司
  莊瑞豪
贝恩公司
 
李晓芸
法国兴业银行
  吕益民
国投信托
  高见
中国民生银行
 
袁丹旭
深圳发展银行
  黄金老
中国银行
  梁越
中融信托
 
王一曼
中海信托股份有限公司
曲向军
罗兰·贝格国际管理咨询公司
Nicholas Hacking
ERI 公司
   
Peter Collins
FT Business, Wealth & Asset Management Group
   
 
中国农业银行
中国银行
中国建设银行
上海市农村商业银行
浙江稠州商业银行
兴业银行
中国民生银行上海分行
华夏银行

• 2008年,尽管全球市值降幅明显,中国内地高净值资产人数依然逆势增长,达到36.4万人,首次超越英国,位列全球第四。(来源:2009世界财富报告——凯捷与美林集团)

• 2008年,中国内地高净值资产人群共持有可投资资产8.8万亿人民币。(来源:2009中国私人财富报告——招商银行与贝恩公司)

• 2008年,中国内地83家商业银行销售的理财产品募集金额共计37000亿人民币,同比2007年增长400%。(来源:中国银行业监督管理委员会)

• 2008年,中国私人银行业显示了巨大的增长潜力。以招商银行为例, 2008年,私人银行客户数比过去整体累积总数增加35%。招行私人银行以0.016%的客户占比,在招行总资产内占比达16%。(来源:招商银行)

捷培森集团产品部研究团队

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