PWM Greater China Summit 2018

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    A result of ongoing dialogue with your peers, the summit agenda is aligned with the most relevant market developments. Key topics for past year's events included:

    Glocalising PWM – Adapting global best practices in successfully managing a family office to competently serve local families
    Dragon’s Tale – Expertly managing first generation wealth to preserve, grow and transfer assets
    Upholding Integrity – Building trust by communicating effectively and sharing mutual vision and values to foster long-lasting relationships
    Don’t Put All Your Eggs in One Basket – Grasping the importance of diversifying portfolios to reduce risk and preserve capital
    Beyond the Great Wall – Exploring the latest taxation models and regulations to reduce unanticipated resource fluctuations and determine winning global investment strategies
    Harmonising Internal Alliances – Creating solid governance strategies to cultivate long-term affiliations and accelerate effective decision making


    Keynote Presentations

    Keynote presentations offer a motivational and entertaining perspective on fundamental issues challenging management. The achievements of our Keynotes and their pioneering endeavors directly influence your job today. Delivering thought provoking and frank accounts of their experiences, our Keynote presenters give you the drive to develop forward-thinking ideas and strategies for your organization.

    Panel Discussions

    In addition to the traditional session format, panel discussions have been organized to give you multiple perspectives on a topic. The panel is composed of industry practitioners ready to share their ideas and debate strategic issues. As an attendee, you are encouraged to put forward your ideas, opinions and opposing arguments, creating a truly interactive Summit.


    Think Tanks

    Join a select group of industry peers setting the tone, pace and goals of your chosen topic in a professionally facilitated environment. Participant numbers are strictly limited, ensuring all have the opportunity to share their problems and solutions to commonly shared professional challenges. Topics for discussion are selected from industry feedback received during the development of the Summit Program.


    Speaker Videos