DAY ONE - October 16

08:30 Morning Tea & Registration

09:00 Chairman Remark

BANQUE PIGUET & CIE SA

09:15 Managing the Risks of Growth in the Diversified Wealth Services Landscape09:30 Keynote Speech

CHINA BANKING REGULATROY COMMISSION SHANGHAI BUREAU

09:45 Opportunities and Challenges in China’s Wealth Management Industry

UBS SECURITIES

10:15 Coffee Break & Networking

10:45 Panel Discussion: The Role of the Private Banker – Producer, Distributor, Advisor or Hunter?

Moderator:

BANQUE PIGUET & CIE SA

Panellists:

BARCLAYS WEALTH

BUTTERFIELD INTERNATIONAL PRIVATE OFFICE

SHENZHEN DEVELOPMENT BANK SHANGHAI BRANCH

SHANGHAI AIJIAN TRUST & INVESTMENT

BANK OF COMMUNICATIONS SHANGHAI BRANCH

ROLAND BERGER STRATEGY CONSULTANTS GREATER CHINA

11:15  The Role of Gold Market in China’s Economy

SHANGHAI GOLD EXCHANGE

11:45 Luncheon

13:45 Chairman Remark

BANQUE PIGUET & CIE SA

14:00 Characteristics, Trends, and Strategies in China Wealth Management Market 2008

 ROLAND BERGER STRATEGY CONSULTANTS GREATER CHINA

14:30 The Role of Asset Management Products in the Modern Asian Private Banking Era

15:00 Coffee Break & Networking

15:30 The Use of Mutual Funds in the Private Banking Business

STANDARD CHARTERED PRIVATE BANK

16:00 Structured Products - Challenges and Opportunities

HSBC BANK (CHINA)

18:00 Cocktail Party


DAY TWO - October 17

09:00 Morning Tea & Registration

09:30 Chairman Remark

BARCLAYS WEALTH

09:45 The Race for Wealth Management: Strategies for Winning over and Retaining New HNW Business

CHINA MERCHANTS BANK

10:15 Coffee Break & Networking

10:45 The Gap and Improvement Strategies for China Commercial Banks in Wealth Management

BANK OF CHINA

11:15  Why Swiss Private Banking Will be Suitable for China
 
BANQUE PIGUET & CIE SA

11:45 Luncheon

13:45 Chairman Remark

BARCLAYS WEALTH

14:00 Model Innovation - Key Driver for Private Banking in China

ICBC

14:30 Wealth Structuring and Planning Strategies: Solutions for the Super-Rich

BUTTERFIELD INTERNATIONAL PRIVATE OFFICE

15:00 Coffee Break & Networking

15:3 0Managing the Client’s Experience in Wealth Management

BARCLAYS WEALTH

16:00 Panel Discussion: Conquering New Markets: Go Onshore or Offshore?

Moderator:

PEOPLE’S BANK OF CHINA SHANGHAI HQ

Panelists:

PEOPLE’S BANK OF CHINA SHANGHAI HQ

SHANGHAI INSTITUTE OF FOREIGN TRADE

SHANGHAI AIJIAN TRUST & INVESTMENT

SHANGHAI INTERNATIONAL TRUST

16:30 End of Conference