5th Wealth Management Summit

Shenzhen, China

Shenzhen, China


Digitalization of Wealth Management — New Beginning, New Journey

“5th Wealth Management Summit”, hosted by FinFo Global, will be grandly held in Shenzhen on November 17th. The summit will cover more than 200 institutional leaders from the government、associations、private banks、family offices、family trusts、securities、independent wealth management companies、asset management institutions and wealth management service providers, actively and deeply discuss the new changes in China wealth management market.


  • Effective Ratios:Wealth Managers, Asset Managers and HNWIs are contained;
  • Focus on Decision Making Team:50% of Decision makers, 30%+ of Dept Head, 20% of Senior Managers of SOE;
  • Peer Majority Agenda: 50+ Thoughtful Speakers; 30+ Keynote Speeches, 10+ Round Tables;
  • Closed to the Press: 80+ Face To Face Conversations, 50+ One-On-One Meetings, Closed Door Workshop, Seminars, Private Meetings of Boards.

The key topics will be including but not limited to:

  • l The Evolution of Wealth Management under the Development of Digitization;
  • l New Asset Allocation in the AI Times;
  • l How to Maintain and Increase the Wealth of HNWIs in the Changing Situation?;
  • l Opportunities of Equity Investments in the Era of Great Wealth Management;
  • l Asset Allocation and Rebalancing Risks under COVID Pandemic;
  • l The System of Family Wealth Management and Tools for Inheritance;
  • l Application of Family Trust in Private wealth planning and Family Governance;
  • l New Way of Family Assets Allocation in the Post-Pandemic Times: Fixed Income, Equity, PE and Real Estate;
  • l Prevention of Litigation Risks in Wealth Inheritance Schemes;
  • l The Investment of Long Money: Asset Allocation Strategies of Cross-Border and
  • Cross-Market;
  • l Reshaping the New Format of Wealth Management Through Internet and Inclusive Finance;
  • l The Evolution of Wealth Management: Sales of Standard Products + Investment Advisory Services + Digital Channels;
  • l Thoughts on Internet Wealth Management Mode: Investment Advisory Mode, Consignment Mode, Outsourcing Mode and Technology Mode;
  • l How to AI help Wealth Managers Invest in Equity and Select Investment Managers?;
  • l A New Mode of Wealth Management in the Private Traffic;
  • l Fintech Leads the Endogenous Development of Banking Asset Management Business;
  • l Application of Fixed Income+ Products under New Regulations;
  • l How to Improve the Asset Allocation Ability of Bank Wealth Management?;
  • l New Advisory Service under the Coordination of Wealth Management and Asset Management;
  • l The Innovation and Application of Fintech to Customer-focused;