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嘉宾信息
发布时间: 2018 - 03 - 20
点击次数: 0
所属职位: 联合创办人 /董事总经理 ,Managing director/ Co-Founder
所属公司: 磐合家族办公室 Panhe Family Office
个人简介:
磐合家族办公室 Panhe Family Office
发布时间: 2018 - 03 - 20
点击次数: 0
所属职位: 总监,总经理 ManagingDirector
所属公司: 新加坡银行 Bank of Singapore Limited
个人简介:
李文修(Lee Woon Shiu)先生是新加坡银行董事总经理与财富规划信托和保险部总监。李总是新加坡与英国的注册律师,也是国际财富规划协会 的持牌规划师。李总同时也被新加坡南洋理工大学财富管理学院委任为客座教授,定期为大中华区的客户经理团队进行财富规划培训。作为资深的财富管理专家,李总拥有超过20年的法律、税务与财富规划经验,曾在中国、香港和新加坡等地方工作,处理过大量关于家族信托的实际案例;同时,李总也定期接受大中华区媒体采访,如香港南华早报、明报和星岛日报,以及中国新浪新闻和中国日报等。Lee Woon Shiu is Managing Director, Head of Wealth Planning, Trust & Insurance at Bank of Singapore Limited. He is also concurrently holding the appointment of Adjunct Professor at the Nanyang Technological University’s Wealth Management Institute.  He is responsible for all marketing, client development and professional training aspects of trust and estate planning services across the Bank’s global network, with particular emphasis on China, Taiwan, Hong Kong & North Asia. He has advised numerous ultra high net-worth families in Asia in planning and structuring of multi-jurisdictional trust structures, and in providing guidance to such families on the family governance, business succession and philanthropic strategies particularly in China, Taiwan, Hong Kong, Singapore & Thailand.    Lee graduated with a Bachelor of Laws (Honours) 2nd Upper Division from the National University of Singapore, and was placed on the Dean’s List and awarded the Law Society of Singapore Book Prize. He is a Solictor of England & Wales, an Advocate & Solictor of Singapore, and has been an accredited member of the Society of Trust & Estate Planners for close to two decades. Lee is also a frequent commentator on issues relating to legacy planning, family governance and philanthropy with leading media such as Financial Times, Barrons Asia, Euromoney, Dow Jones, Business Times, South China Morning Post, Ming Pao, China Daily and STEP Journal.
发布时间: 2018 - 03 - 06
点击次数: 0
所属职位: 创始人兼董事长 Founder and Chairman
所属公司: 德裕世家家族办公室  Deyu Family Office
个人简介:
张咏先生拥有超过二十年经济、金融领域从业经验,在私人银行、财富管理、投资银行、资产管理等领域有广泛涉猎与建树,具备业内领先的国际视野与专业眼光,具备管理大型金融机构专业条线的丰富经验。张咏先生于1997年参加中国民生银行上海分行筹建,先后任公司银行、零售银行、中小金融、投行、支行负责人,荣获民生银行历史贡献人物奖。2008年7月起从事私人银行经营管理工作,是中国本土第一代私人银行家。张咏先生长期担任中国民生银行总行私人银行部负责人,主管市场、投研、产品、运营、风险合规等前中后台业务版块,任职期间民生私人银行高净值达标客户数、净利润、管理金融资产规模三年复合增长超过50%,成就中国高净值客户市场的“民生现象”。 在加入中国民生银行前,张咏先生曾担任山东社会科学院经济研究所研究员,专注于区域经济、企业管理领域的观察与研究,著述良多。张咏先生担任全国金融青联委员、上海市青联常委、上海市金融青联常委、上海复旦大学校友会副会长、新加坡南洋理工大学上海校友会副会长、上海山东商会副会长,积极推动家族财富管理的理念与实践在中国社会多阶层的传递。张咏先生毕业于复旦大学,获经济学硕士学位。曾入选团中央百人培训计划,2001年作为首批全国青联高级干部培训班成员,以高级访问学者身份赴美国伊利诺伊大学进修,专业领域覆盖金融市场、企业经营与管理等。Mr. Zhang has more than twenty years’ experience in economic and financial fields, such as private banking, wealth management, investment banking, and asset management, successfully managing large financial institutions, and demonstrating industry leading professional insight and global vision. In 1997, Mr. Zhang participated in foundation of Shanghai Branch, China Minsheng Bank. Then he led the corporate banking department, the retail banking department, the SME finance strategic business unit, the investment banking department, and the whole branch, awarded China Minsheng Bank Historic Contributor.Mr. Zhang is the first generation private banker in China. He has engaged in private banking since July 2008. Mr. Zhang chronically led Private Banking Department, Head Office of China Minsheng Bank, managing various business segments, such as marketing, investment research, products, operation, and compliance. During his tenure, the three-year compound growth rates of the number of high net worth clients, net income, and asset under management exceed 50%. Mr. Zhang created the “Minsheng Phenomenon” in high net worth clients market in China. Before Mr. Zhang joined in China Minsheng Bank, he was the researcher in Institute of Economics, Shandong Academy of Social Sciences, focusing on regional economy and business administration.In addition, Being the member of the committee of National Financial Youth Federation, the member of the standing committee of Shanghai Youth Federation, the member of the standing committee of Shanghai Financial Youth Federation, the vice chairman of Fudan University Alumni Association, the vice chairman of Nanyang Technological University Alumni Association in Shanghai, and the vice chairman of Shandong Chamber of Commerce in Shanghai, Mr. Zhang proactively popularizes and transmits the concept of family wealth management among multi-classes in Chinese society.Mr. Zhang graduated from Fudan University, obtaining the master’s degree in economics. Besides, Mr. Zhang was elected to the Central Committee of the Communist Youth League Hundred Talents Plan. In 2001, being one of the first batch of members of National Youth Federation Senior Cadre Training Class, Mr. Zhang visited University of Illinois as a senior visiting scholar, learning and performing research on financial market and business administration.
发布时间: 2018 - 03 - 06
点击次数: 0
所属职位: 全球家族办公室主管 Head of Global Family Office
所属公司: 诺亚控股 Noah Holding
个人简介:
许先生在香港出生长大,除了在威尔士联合世界学院的两年、及在波士顿哈佛学院和哈佛商学院的五年,他大部分时间都在香港这国际金融中心工作和生活。在海外期间他完成了顶尖的学术训练和全球领导力培训课程。毕业后许先生在摩根士丹利(香港)投资银行部门担任分析师,为技术行业的亚太区客户提供企业财务咨询服务。后来他进入公司管理部门并晋升为副经理,协助当时的摩根士丹利亚洲董事长兼首席执行官文礼信(Alasdair Morrison)先生。许先生在哈佛商学院获得工商管理硕士学位后,加入了瑞银的股票衍生产品部,负责向香港和泰国的私人银行提供专案设计和出售股权衍生产品,并晋升为副总监。许先生随后加入香港交易及结算所有限公司(HKEx; 0388.HK)任职助理副总裁及担任当时行政总裁周文耀先生的个人助理,并于两年后同时协助公司策略部门制定港交所未来三年策略计划。他后来加入世铭集团(直接投资,基金管理和咨询),并晋升为董事。随后,他加入新世界发展有限公司(NWD; 0017.HK)担任公司战略部总监,负责新世界及其附属公司的战略与业务发展。之后他回到了摩根士丹利担任执行董事,为私人财富管理部门的家族办公室客户提供投资银行和/或全球资本市场服务。许先生在2017年5月份加入诺亚控股,担任全球家族办公室主管,负责建立和领导服务超高净值客户(家庭净资产超过5亿美元)的全球业务。许先生于2014-2017年期间曾担任香港哈佛校友会主席/联席主席;亦于2013-2016年期间曾担任香港联合青年协会常务会董。目前正担任世界联合学院国际理事会委员(国际发展)。许先生的故事被编入了2016年发行的“Those Who Inspire: Hong Kong”一书(http://www.thosewhoinspire.co/book-collection/)。Albert was born and raised in Hong Kong and has spent most of his life in this international financial hub, except for two years in Wales (United World College of the Atlantic) and five years in Boston (Harvard College and Harvard Business School), where he completed intensive academic and global leadership training programs.He began his career as an Analyst in the investment banking division of Morgan Stanley in Hong Kong, providing corporate finance advices to regional clients in the technology industry.  He was later transferred to Firm Management to assist the then Morgan Stanley Asia’s Chairman & CEO, Mr. Alasdair Morrison, and was promoted to Associate. After earning an MBA from HBS, he joined the Equity Risk Management Product Group of UBS to structure and sell equity derivatives products to private banks in Hong Kong and Thailand, and was promoted to become an Associate Director.Albert then joined the Hong Kong Exchanges and Clearing Limited (HKEx; 0388.HK) as an Assistant Vice President and the personal assistant to the then Chief Executive, Mr. Paul Chow, and after two years, he was given additional responsibilities in helping its Corporate Strategy Department to assist in the formulation of HKEx’s three-year Strategic Plan. He later joined Simon Murray & Company (Direct Investment, Fund Management and Advisory) and was promoted to become a Director. He then joined New World Development Company Limited (NWD; 0017.HK) as the Director of Corporate Strategy, responsible for strategy & business development for NWD and its affiliates. He subsequently rejoined Morgan Stanley as an Executive Director to serve Private Wealth Management family office clients who have Investment Banking and/or Global Capital Markets needs. He joined Noah Holdings as its Head of Global Family Office in May 2017 to build and lead a team in serving ultra-high net worth individuals (with family net worth of more than USD500 million) globally.Albert served as the President/Co-President of the Harvard Club of Hong Kong in 2014-2017, and the Director of the Hong Kong United Youth Association in 2013-2016. He is currently a Committee Member (International Development) of United World College International Board.Albert was featured in the "Those Who Inspire: Hong Kong" book published in 2016 (http://www.thosewhoinspire.co/book-collection/).
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