On May 19, 2017, China (Shenzhen) Wealth Management Summit Forum co-sponsored by Shenzhen Small and Micro Enterprise Development Promotion Association, Shenzhen Private Equity Association and Financial Vision was held in Shenzhen Venice Ruito Hotel. Hundreds of elites from industry associations, state-owned banks, city commercial banks, rural commercial banks, joint-stock banks, insurance companies, fund companies, trust companies, consulting institutions, third-party wealth management institutions, Internet financial institutions gathered together to discuss the innovation and development of wealth management, asset management and other issues.
The central theme of the conference is "Wealth Management". In recent years, with the deepening of global economic integration, the vigorous development of China's economy in the past decades, and the rapid growth of urban and rural residents' income, the wealth management industry has ushered in unprecedented development opportunities. This indicates that the era of all-round wealth management has come! The summit aims to build a platform for the exchange of ideas of experts and scholars, wealth and asset management experts, new media representatives, etc., to discuss and promote the great reform of Shenzhen's wealth management industry together!
Yao Yudong, former director of the Financial Research Institute of the People's Bank of China/Chief economist of Dacheng Fund Management Co., LTD.; Yang Delong, former managing director and chief economist of Haiyuan; JACK WESTOVER, founder of First Reputation Wealth Management/President of Yueshang Group; RAPHAEL, Jewish family education expert/Professor of Jewish thinking and Wisdom GENIS and others attended the forum as special guests and presented their insights on China's financial asset allocation, risk control and financial thinking.
Gao Xiaojie, Secretary-General of Shenzhen Small and Micro Enterprises Development Promotion Association, pointed out that under the call of The State Council, governments at all levels and various professional financial departments have made efforts for the growth of small and micro enterprises, and small and micro enterprises have indeed grown healthily to some extent. But to make Shenzhen's future more promising, Secretary-General Gao called for creating a fairer market environment and policy environment. We call on all industry giants to drive small and micro enterprises to build an industrial chain of win-win cooperation and join hands to achieve common prosperity.
Mr. Zhong Yang Peng, Director of Boston Consulting Group, shared with the participants the development and changes of China's personal wealth and private management industry and the future trends. In his opinion, in order for private banks to flourish in the development tide of the whole Chinese economy, the financial institutions they rely on and the Chinese financial system, they must pay attention to the cultivation of the talent system and the open and comprehensive product platform, and optimize and strengthen the synergistic effect within their own group system.
Mr. Qin Zheng, wealth management partner of P2P Consulting, believes that wealth management is essentially about how to provide the final customer with a proposition of the whole wealth planning and the whole wealth investment plan that he really thinks for him through the cooperation of cross-financial sectors. He uses a series of detailed data. It explains the classic and outdated wealth management concept of "customer is God".
Mr. Wu Liqun, president of Yueshang Group and founder of First Reputation Wealth Management, brought to the audience the product selection and risk control of financial resource allocation. He shared with the audience the international trend of financial asset management. Mr. LAN Long, a Jewish family education expert and professor of Jewish thinking and wisdom, shared with you the concept of wealth and the way to obtain wealth from the perspective of wealth education, which is renowned around the world among Jews.
Yao Yudong, former director of the Financial Research Institute of the People's Bank of China, said: From the perspective of macro-economy, the global economy lacks liquidity and insufficient progress in international economics. In addition, the central banks of the issuing countries of international currencies began to shrink their balance sheets, and it took eight years to study a series of theoretical models. In this way, commodities will be depressed in the future, liquidity will lead to the downturn of the liquid market, and world trade will be depressed. This year's global economic growth will not be particularly good, but it will not be particularly bad, because driven by the US, China and India, the growth rate is expected to stabilize at around 3%. China's economy has entered the "new normal" phase of prosperity, it is not a new cycle, it is not bottoming out, but there is still downward pressure, short-term positive situation, it is not overheating. It's a controlled heat.
Mr. Yang Delong, the former Managing director and chief economist of Hai Yuan Yuan, gave A speech titled "2017 Asset allocation in favor of A-share blue chips" to give you advice on wealth resource allocation in 2017. Subsequently, Mr. Zhou Liang, partner of Dacheng Law Firm, Ms. Peng Qian, partner of Tongchong Fung Kong, and Mr. Liu Hongzhi, CEO of Number One Income, also gave their own insights.
The forum adopted a novel brainstorming mode, with several guests taking the stage to discuss a series of issues concerning financial services and brand building in the context of global asset allocation, as well as wealth management in the Internet era. This move creates an opportunity for many entrepreneurs and business operators to learn from and learn from their success. This unique way won the unanimous recognition of the participants.
China's economic growth continues to slow down, but China's high net worth population and investable amount are still growing steadily. The entire wealth management industry in China has a market size of one trillion yuan, and there will be huge room for growth in the next 10 years and 50 years. At the same time, third-party wealth management companies will gain more market shares, and with the deepening of private wealth globalization, wealth management companies will play an important role in expanding wealth allocation from domestic to global.
Through the sharing of many industry experts at the forum, we clearly understand that the investment awareness of Chinese middle class and even wealthy class is becoming more and more strong. Under this important opportunity, it is urgent to build a more diversified, broader and deeper financial market system to facilitate the integrated development of China's financial market.
In this Wealth Management Summit Forum, elites from all walks of life, such as finance, Internet and wealth management, held wonderful roundtable discussions, during which the sparks of thinking provided rich experience and reference for the innovation and development of domestic wealth management industry, which is of great significance for improving national financial and business literacy. At the same time, it gives investors forward-looking suggestions on wealth management and makes a good interpretation of the innovation of wealth management services. , has made a good interpretation of wealth management service innovation.
