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资管新规落地一年,私人银行成兵家必争之地 Private Banking have Become a Battleground for All Participants



Title: 2019中国财富管理创新国际峰会
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2019中国财富管理创新国际峰会暨金泉奖颁奖典礼将于5月23-24日在北京隆重召开。现在报名还可享受早鸟优惠,欢迎咨询
China Wealth Management Innovation Summit & Golden Fountain Award Ceremony 2019 will be held in Beijing on May 23-24. Register now and enjoy the early bird discount, welcome to consult.
立享早鸟优惠
Enjoy early bird discount

财报数据显示,2018年私人银行业务增速迅猛。截至2018年底,兴业银行私人银行AUM达4300亿元,"零售之王"招行去年更是突破2万亿大关,目前已基本形成以招行为首、四大行紧随其后的格局。高端财富管理市场渗透率低,近年来仍是各家银行深耕市场的重点领域。在银行资管规模承压的背景下,私人银行 AUM 仍逆势增长,私人银行业务仍处于发展快车道。
Financial report data show that private banking is growing fast in 2018. By the end of 2018, industrial bank's private bank AUM reached 430 billion yuan, and the "king of retail" China merchants bank broke through the 2 trillion mark last year. At present, private bank market has basically formed a pattern with China merchants bank leading and the four major Banks following. The high-end wealth management market has a low penetration rate, and in recent years it has remained a key area for banks to deepen their market. In the context of the pressure on the scale of bank assets, private banking AUM is still growing against the trend, and private banking is still in the fast lane of development.

根据资管新规规定,私募产品仅面向合格投资者募集。私人银行客户作为合格投资者的主要群体,抗周期性、高利润贡献率、低资本占用的私人银行业务一定程度上决定了银行资管业务(尤其是私募理财业务)的核心竞争力。那么,处在大零售、大资管和大投行业务的交叉点,私人银行业务如何体现差异化竞争力?
According to the new regulations of the asset management, private equity products are only raised for qualified investors. Private banking customers are the main group of qualified investors. The private banking business with anti-cyclical, high-profit contribution rate and low capital occupation determines the core competitiveness of bank asset management business (especially private wealth management business). So, at the intersection of big retail, big capital management and big investment banking business, how does private banking business reflect differentiated competitive advantage?

首先,银行应更注重投研能力。从资金端来看,未来银行理财市场将划分为公募与私募市场,其投向和运作模式也将更趋差异化。
First,banks should pay more attention to investment and research capabilities. From the perspective of capital, the future bank wealth management market will be divided into public and private markets, and its investment and operation mode will be more differentiated.
♦ 其次,注重配套增值服务。不仅在财富管理,应积极整合其服务资源平台和线上线下的合作渠道,将其私人银行服务延伸到教育、旅行、医疗、养老等非金融领域的多个方面。
Second, pay attention to supporting value-added services. In addition to wealth management, it should actively integrate its service resource platform and online and offline cooperation channels, and extend its private banking services to non-financial fields such as education, travel, medical care and pension
下载会议议程 Download Agenda

2019财富管理金泉奖火热申请中,欢迎财富管理行业从业者前来咨询。
Golden Fountain Award 2019 is in hot application, welcome wealth management industry practitioners to consult.

2019中国财富管理创新国际峰会暨金泉奖颁奖典礼将于5月23-24日在北京盛大召开。如何突破同质化困境,打造差异化竞争优势;资管新时代下,如何进行高净值客户的开发与服务;如何做好家族财富的传承。敬请期待2019中国财富管理创新国际峰会。
China Wealth Management Innovation Summit & Golden Fountain Award Ceremony 2019 will be held in Beijing on May 23-24. How to break through the dilemma of homogeneity and create differentiated competitive advantage; how to develop and serve high net worth clients in the new era of asset management; how to pass on family wealth. Stay tuned for t China Wealth Management Innovation Summit 2019.

议程概览 Agenda Overview
主论坛Plenary Meeting
2019年5月23日May 23th, 2019
议题一:未来财富管理行业趋势判断与增长要素解读
Theme 1:Interpretation of the trend judgment and growth factors of future wealth management industry
议题二:先锋的实践-管窥行业发展最前沿
Theme 2:Pioneer's practice-a glimpse of the forefront of industry development
议题三:突破同质化困境,建立差异化竞争优势
Theme 3: Break through the homogenization predicament and establish a differentiated competitive advantage
议题四:资管新时代下的客户开发与服务策略创新
Theme 4:Customer development and service strategy innovation in the new era of credit management
分论坛一 全球资产配置论坛
Sub-forum One Global Asset Allocation Forum
2019年5月24日May 24th, 2019
分论坛二 数字化财富管理论坛
Sub-forum Two Digital Wealth Management Forum
2019年5月24日May 24th, 2019
议题一:2019全球资产配置展望
Theme 1:2019 Global Asset Allocation Outlook
议题二:聚焦资产配置新蓝海,把握财富管理新机遇
Theme 2: Focus on asset allocation new blue sea, grasp the new opportunities of wealth management
议题三:构建顶层资产配置平台,提升多元管理能力
Theme 3:Constructing a top level asset allocation platform to improve multivariate management ability
议题四:全球化时代下的家族财富规划
Theme 4:Family wealth planning in the era of globalization
议题一:2019数字财富管理展望
Theme 1:2019 Digital Wealth Management Outlook
议题二:互联网+普惠金融,重塑财富管理新业态
Theme 2:Internet + Inclusive Finance, reshaping the new format of wealth management
议题三:数据与智能结合下的财富管理实践
Theme 3: Wealth management practice combined with data and intelligence
议题四:数字财富管理的产品和业务转型探索
Theme 4: Exploration of digital wealth management products and business transformation
下载会议议程 Download Agenda
奖项设置 Award Setting

私人银行类
Private Bank Category

非银金融机构类
Non-bank Financial Institutions Category
最具潜力私人银行奖
Most Potential Private Bank Award
最佳私人银行品牌建设奖
Best Private Bank Brand Building Award
最佳私人银行营销创新奖
Best Private Bank Marketing Innovation Award
最佳私人银行业务创新奖
Best Private Banking Innovation Award
最佳私人银行客户服务奖
Best Private Bank Customer Service Award
券商类
Securities Category
最佳券商产品创新奖
Best Securities Innovation Award
最佳券商客户服务奖
Best Securities Customer Service Award

基金类
Fund Category

最佳基金产品创新奖
Best Fund Product Innovation Award
最佳基金客户服务奖
Best Fund Customer Service Award
独立财富类
Independent Wealth Category
信托类
Trust Category
独立财富行业领军奖
Independent Wealth Leadership Award
独立财富业务创新奖
Independent Wealth Business Innovation Award
独立财富最具成长力奖
Most Fast Growing Independent Wealth Award
独立财富客户体验杰出奖
Independent Wealth Excellent Customer Experience Award
独立财富品牌建设奖
Independent Wealth Brand Building Award
最佳家族信托管理创新奖
Best Family Trust Management Innovation Award
最佳信托产品创新奖
Best Trust Product Innovation Award
保险类
Insurance Category
最佳保险财富产品创新奖
Best Insurance Wealth Product Innovation Award
最佳保险品牌建设奖
Best Insurance Brand Building Award
最佳保险客户服务奖
Best Insurance Customer Service Award
资产管理与投资类
Asset Management and Investment Category
财富科技类
Wealth Tech Category
资产配置产品创新奖
Product Innovation Award of Asset Allocation
房地产基金卓越贡献奖
Excellent Contribution Award of Real Estate Fund
私募股权投资引领奖
Leading Award of Private Equity Investment

最佳财富管理大数据应用奖
Best Wealth Management Big Data Application Award
最佳财富管理人工智能应用奖
Best Wealth Management AI Application Award
最佳财富管理综合解决方案奖
Best Wealth Management Integrated Solutions Award

事务服务类
Service Category


最佳财富管理法律服务机构
Best Wealth Management Legal Service Agency
最佳海外置业服务专家奖
Best Oversea Property Service Expert Award
最受欢迎的留学服务机构奖
Most Popular Overseas Study Service Agency Award
最受欢迎的移民服务机构奖
Most Popular Immigration Service Award
最佳本土家族办公室奖
Best Local Family Office Award
个人
Personal Award
私人银行家创新典范奖
Private Banker Innovation Model Award
跨境财富管理领袖奖
Cross-border Wealth Management Leadership Award
Download Award Application form
下载奖项申请表
重点话题 Key Topics

全球主要财富地区私人财富增长趋势与要素解读
Interpretation of the trends and elements of private wealth growth in major fortune areas

打造投融资一体化的独立业务模式,全方位发力主动管理
Building an independent business model of investment and financing integration and change management mode from passive management to active management

中小银行开展私人银行业务如何打造差异化竞争优势
How small and medium-sized banks carry out private banking business to create differentiated competitive advantage

基于大数据的互联网理财客群画像与长尾用户服务
Image of internet banking guest group and long tail user service based on big data

大资管时代下财富管理业务变革与高净值客户开发经营策略
The reform of wealth management business and the development strategy of high net-worth customers in the era of large-fund regulation

加强组织内部业务协同,把握客户生命周期全节点
Strengthen internal business collaboration and grasp the whole life cycle of customers

CRS背景下的全球资产配置和税务规划
Global asset allocation and tax planning in the context of CRS

家族资产配置横纵分析及身份规划实现路径
Cross-longitudinal analysis of family asset allocation and realization path of identity planning

全球及中国另类投资发展趋势
Global and China alternative investment trends

如何创造国际保险与高端医疗服务对接的"中国特色新模式"
How to create the "new mode of Chinese characteristics" of international insurance and high-end medical service docking

打破刚需兑付,资管部门如何保护投资者利益
How the management department protects investors ' interests when the just-needed payment was broken

关于数字资产的逻辑及其商业应用
Logic about digital assets and their commercial applications

科技驱动,重塑财富管理价值链
Technology driven to reshape wealth management value chain

搭建财富领域开放平台,实现合作伙伴共赢共生
Build an open platform in the field of wealth to achieve a common win and symbiosis of partners

打造人机结合智能投顾,提供全天候客户服务
Create a human-machine intelligent investment to provide 24/7 customer service

注重核心能力建设,推进私行业务海外布局
Focus on core capacity building and promote the overseas layout of private business


现在报名,立享早鸟优惠
Register Now and enjoy Early Bird Discount!
顺颂安祺!
Bruce Zhang 张先生 | Organizing Committee of WMI 2019 | SZ&W Group
Tel: +86 21 5830 0710-8096 | Mob: +86 18702167212 | Email: brucez@szwgroup.com
FFI近期会议 FFI Upcoming Event
2019中国特殊资产管理创新国际峰会 64-5 | 中国·上海
China Special Asset Management Innovation Summit 2019 Jun. 4th -5th | Shanghai,China

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