Lian Ping

Chief Economist

Bank of Communications

Zhu Haibin

Chief China Economist


Joanne Murphy

Managing Director, Asia Pacific

CAIA Association

James Aylen

Executive Director, Head of Evolve, the Centre for Design Thinking and Innovation


Max Xu

Managing Director, Head of Retail Bank & Distribution

Citibank (China) Co., Ltd.

Marc André Sola

Founder/ Managing Partner

1291 Group Switzerland Ltd., Zurich, Switzerland

Christopher Tang

Managing Director, Head of Greater China

Bank Vontobel, Switzerland

Ethan Wang

Head of Investment Strategy

Standard Chartered Bank

HE Gang

Deputy General Manager of Private Banking Department

Shanghai Pudong Development Bank

Gui Zefa

Vice President of Private Banking Department

Bank of Communications

Wang Haobo

General Manager of Private Banking Department

China Merchants Bank Shanghai Branch

Rick Meng

Head of Private Banking China Onshore

Credit Suisse

Andrew Lau

Executive Director, Greater China Private Banking

Credit Suisse

Chen Hexiang

Deputy General Manager of Private Banking Department

China Construction Bank (Shanghai)

Hua Weida

General Manager of Private Banking, Shanghai Branch

Everbright Bank

Lina Lim

Executive Director

JP Morgan

Huang Hua

Head of retail, President of Private Drilling Customer Group Business Department

Ping An Bank

Ding Jianping

Deputy Chairman

Shanghai International Finance Center

Tony Gao

Director of Global Family Business Research Center

Tsinghua PBCSF

Wu Fei


Shanghai Advanced Institute of Finance

Felix Horlacher

Principal and CEO

IfFP Institute for Financial Planning, Zurich, Switzerland

Elaine Huang

Global Deputy Director Partner


Max Luo

China Director of Asset Allocation


Oliver Chiu

Neo Fund CEO

Neo Capital Chief Economist

Li Dan

Management Partner

Prosperity Investment

Enoch Tsui

Regional Chief Digital Officer, Asia Pacific

Invesco Hong Kong Limited

William Xin

Executive Partner

Spring Mountain PJ Capital

Xia Chun

Chief Research Officer

Noah Holdings

Hou Lin

General Manager, Wealth Management Product


WU Jun

Founding Partner and President

Bluesource Capital

Shang Chuang


Noah Wealth

Li Qiang

Managing Director of Wealth Management

China International Capital Corporation

Richard Otsuki

Deputy Editor, Head of IPS Coverage

Asian Private Banker

Eva Law

Founder and Chairman

Association of Private Bankers in Greater China Region

Edward Lu

Head of Private Wealth Management and Family Office

CreditEase Wealth

Richard Grasby


AFO Family Governance Technical Committee

Yu Juan

Family Office CEO

Hang Tang Family Office


Executive General Manager

Deyu Famliy Office

Jennifer Zeng

Global Partner, Chairman of Financial Services in Greater China

Bain & Company

Zhao Bowen

Founding partner

HuangPu River capital

Contact Us


Paris Cheung
+86 21 6840 7631*8106
+86 150 0060 0297


Zoe Chen
+86 21 6840 7631*8117
+86 189 1652 8826


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+86 21 6840 7631*8204
+86 173 1739 2107

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