China Wealth Management Forum 2017

Mr. Wu is a founding partner of Triumph Capital and partner of Triumph Australia Fund. Prior to joining Triumph, he worked for a well-known state-owned bank and a fund management company as a member of investment and management team. He was also the founder and director of SOGO and HARCOURTS, which offers retailing and real estate services respectively. Mr. Wu founded Shanghai Triumph Capital in 2004, is experienced in the corporate investment, financing, merging and acquisition field. He successfully invested more than a dozen IT companies by initiating and managing PE and VC funds; he was also nominated as directors of these companies for value-added management. 
Mr. Wu holds Australian financial services license with more than ten years experiences in standardized management of global financial products. He achieved his bachelor degree in Financial Accounting from Xi’an University of Technology, MBA and EMBA from SJTU-KEDGE Business School, and also further study in the Wharton School.

Jennifer Lai heads the growing team in Henley & Partners Hong Kong Ltd. Jennifer now oversees the major markets of Hong Kong office (including China, Taiwan, Japan, South Korea, Nepal and Mongolia) and leads the office’s business strategy of extending the firm’s portfolio of Residence and Citizenship Solutions to the ever-increasing number of private clients in the region. Joined Henley & Partners in 2010 when the company established the first Asian Pacific office in the region. She is a renowned expert on International residence and citizenship planning and a private client advisor. She frequently provides trainings to professionals in the financial institutions as well as the consultants in the industry; and she also speaks at seminars, summits, forums, conference related to the residence and citizenship industry. Jennifer has over 15 years of substantial experiences on Chinese market. Fluent in several languages spanning Europe and Asia that provide her unique insights and experiences to her private clients. Prior to joining the firm, she worked for a European risk consultancy firm catering to expanding global companies, where she acquired extensive experience in international risk and mitigation for expanding global companies.

Jeff Li has over 20 years working experience in financial industry and has been serving as the Managing Director and Chairman of Citco Fund Services (Shanghai) since 2010. CFS is the world's pre-eminent Hedge Fund Administrator with $850B Asset Under Administration.

In 2004 Jeff co-founded OpHedge Investment Services LLC, the world's 7th largest independent hedge fund administrator with $40B AUA. OpHedge was spun off from Soros Fund Management and Platinum Grove Asset Management. Jeff was a member of the firm's Executive Operating Committee as well as Strategy and Risk Committees. In May 2010, OpHedge successfully completed the strategic partnership with Citco.

Prior to OpHedge, Jeff served as Vice President of the Equity Quantitative Strategies Group of Goldman Sachs & Co. from 1998 to 2004, where he oversaw Risk Management, Auto Trading technologies for Program Trading.

Prior to that, Mr. Li was a strategist and senior architect at hedge fund Long Term Capital Management (LTCM), where he led and developed equities and fixed income analytics and trading systems. Jeff holds a B.S. degree in Physics, M.S. degree in Electronic Engineering, M.S. degree in Computer Science, as well as an EMBA degree.

Richard joined Jersey Finance in 2014, originally as our Business Development Director for the UK, before relocating to the Middle East in 2016 to cover the GCC region. Richard was born and educated in London and subsequently went on to study at the University of Leicester where he graduated with an honours degree in Economics & Social History.

Prior to Jersey Finance Richard spent eight years with Barclays International and led the UK Resident Non Domicile business within Barclays International Banking based in Canary Wharf. Previous to this he spent six years based in their Jersey office as an Investment Manager before going on to lead the business development and client relationship teams.

Richard is a holder of the Investment Management Certificate (IMC) and through the Society of Trust and Estate Practitioners (STEP) obtained the Diploma of International Trust Management with distinction, entitling the TEP designation.

Snow related activities are amongst Richard’s keenest interests and he serves as trustee for the UK charity TAMBA (Twins and Multiple Births Association).

Gerard Gardner is Global Head of EFG International’s wealth structuring business, EFG Wealth Solutions. Headquartered in Jersey, Gerard has responsibility for fiduciary platforms and wealth planners in Asia, Europe and the Americas. He has been a director of various EFG group companies for over 20 years and is a member of EFG’s senior management college, the International Management Forum. Gerard also serves as a Director on the boards of a number of private client structures and real estate and private equity funds.  

An joined Jersey Finance in May 2016 as the Business Development Director for Greater China based in Hong Kong. An studied law in Belgium at the University of Leuven including one Erasmus exchange year at Queen Mary and Westfield College in London. She subsequently did an LLM in international business law at Trinity College Dublin. An qualified as a lawyer in Belgium before moving to Dublin to work in the international business team of the law firm Matheson. In 2009, she went to work for ATC Corporate Services in Luxembourg as a corporate lawyer and later as a business unit manager. After a shareholding change in 2013, ATC Corporate Services merged with the Intertrust Group. An joined the Intertrust Hong Kong office in 2014 as a business unit director for the European and the Private Equity team. 

中欧工商管理学院金融管理学硕士. 应松先生是一位资深的家族资产管理专家，有着近30 年的金融从业经历，直接服务过近千名高净值、 超高净值人士；管理和培养的金融人士遍及财富管理行业；参与尽调和风控的各类金融产品近千余 个，对中国高净值财富市场的发展和变迁有着深刻的认知和了解，是中国财富管理行业成长与发展的 亲历者和建设者. 应松先生早年参与了中国平安集团的10 年成长创业历程，曾受邀加盟STANDARD LIFE、 SKANDIA、AXA 等国际性公司任职高管。2006 年起，作为诺亚的合作伙伴推动诺亚成长， 后加盟 诺亚财富历任集团COO、南方区总裁和首席客户经营官，作为公司核心团队成员推动公司上市. 2014 年，应松先生创立优脉财富汇，携手著名天使投资人以及资深财富管理行业专业人士等，共 同打造财富管理的新业态。经过多年的实践与发展，优脉已总结出一套在中国支持家族办公室发展的 成功模式，并形成了高端圈层网络：优脉财富汇·家族办公室联盟. 2019 年4 月，意大利独立资产管理集团AZIMUT 成为了优脉财富汇的战略合作伙伴，大大提升 了优脉财富汇的全球资产配置能力及家族事务规划、服务的能力。至今优脉财富汇已服务超过50 个 家族办公室，提供投资建议和解决方案逾100 亿元，成为了中国家族资产管理领域的领先者！
Mr Yingsong - MBA of China Europe International Business School. Mr. Ying song is a senior family asset management expert with nearly 30 years of financial experience. He served nearly thousand high net worth and ultra-high net worth individuals； worked as manager and trainer of financial professionals throughout the wealth management industry；participated over thousand due diligence and risk control processes of financial products. He has a profound understanding of China's high net worth wealth market development. He is a witness and builder of the growth and development of China's wealth management industry. In early years, Mr. Ying song participated in the 10-year entrepreneurship of China Ping An Group. He was invited to join STANDARD LIFE, SKANDIA, AXA and other multinational companies as senior executives. Since 2006, he promoted Noah as a partner and joined Noah Wealth Group as COO, President of Southern Region and Chief Customer Operating Officer. Besides, he was a core team member of company’s listing in New York. In 2014, Mr. Ying song founded YouMyWealth. He worked with well-known angel investors and wealth management professionals to create a new type of wealth management. After years of practice and development, YouMyWealth summed up several models to support family offices in China, and formed a high-end network: YouMyWealth Fortune & Family Office Alliance. In April 2019, AZIMUT, Italian independent asset management group, became a strategic partner of YouMyWealth, which greatly improved YouMyWealth’s capability of global asset allocation and family business planning services. YouMyWealth has become a leader in family asset management in China by providing investment advices and solutions to over 50 family offices on scale of over 10 billion RMB assets.

Michael Ma is a partner of the Dentons Beijing (Shanghai) Law Office, where he is a leader in the Family Law and Wealth Management practice. Mr. Ma is also a member of the Securities Commission of the Shanghai Bar Association, a former member of the American Chamber of Commerce in Shanghai, and a consultant for the Family Development Research Center of Fudan University. With a focus on family disputes and non-litigation legal services covering wealth protection and inheritance, Mr. Ma has a strong track record successfully serving ultra-high-net-worth clients. Mr. Ma is well-versed in both domestic judicial rules and foreign overseas legal practices. His close co-operation with lawyers overseas has garnered much experience in providing legal services for divorces and inheritances of internationally-minded high net-worth individuals (HNWIs), with notable consideration to the needs of entrepreneurs and their families. Successfully representing clients in family disputes involving matters of billions to tens of billions of RMB, including but not limited to the acquisition of overseas shell companies by domestic listed companies, trading in shell resources by domestic listed companies, accurate valuation of equity transfers, confirmation of the shareholder qualifications of anonymous shareholders, entrepreneurs suspected of bigamy and tax evasion, complex political and business relations, and the conflicts of private international law, have all earned Mr. Ma a high degree of recognition from his clients.
In the field of private wealth management，Mr. Ma’s commitment to high net-worth Family Wealth Protection and Heritage has established long-term cooperation from private banks, insurance companies, trust companies and other financial institutions throughout China. Through years of a focused practice dealing with complex cases, Mr. Ma knows full well the potential risks that HNWIs face in the due course of their personal lives and the accompanying importance for these individuals to plan their wealth maintenance ahead of time. Recognized for this knowledge, Mr. Ma has been asked to organize wealth management consultations for the China Merchants Bank’s (CMB) private banking division, Sunshine Insurance Group, and other financial institutions. Focusing not only on designing a financially safe and efficient global wealth allocation plan for his HNWIs, Mr. Ma also aims to ensure an enduring family career and strong family culture.

William has 20 years’ experience in wealth management. He used to work for HSBC (Australia), IPAC (Hong Kong) and other well-known financial institutions. He has practiced in China, Hong Kong, Taiwan and Australia. As the founder of AOW Financial Service, William has made enormous efforts with his team in developing and promoting professional technology and tools for wealth management practitioners in China. By training and coaching tens of thousands of financial planners within the last 11years, he becomes one of the industry's leading wealth management mentors. He is always in the industry front line for his high net worth clients and provides his service for their financial decision-making process. He has profound understanding of the development trends of the global wealth management industry, as well as how it will land in China. Being the author of , he’s deeply engrossed in academic study of wealth management theories. As the Chairmen of CCPFP, he and his team has just conducted a survey on professional ecology with responses from 4597 financial planners cross the nation. The research book will be published in January 2018.

David Varley is Chief High Net Worth Officer at Sun Life Financial in Hong Kong. He specializes in HNW and Ultra HNW Planning and Insurance Structuring solutions for clients and families in Asia. He has a Bachelor of Commerce Degree, with an Honors in Management, and a thesis in Innovation – from Melbourne University. Previously he was Head of HNW for Asia for AXA, and Head of International Business for Aviva.

Based in Hong Kong, Sharon is responsible for business development and to drive sales activities in Greater China.

She joined RBC Global Asset Management in April 2016. Prior to RBC, she was the deputy CEO at GF International Investment Management, the Hong Kong subsidiary of GF Fund Management, one of the top asset managers in Mainland China. At GF International Sharon headed business development and product development team and had responsibility to manage institutional sales team. 

Previously she was employed at MSCI in Hong Kong and BlackRock in San Francisco.

Sharon received a B.A. in physics from Peking University and a Ph.D. in finance from the Kellogg School of Management at Northwestern University.

Ernest has over 20 years of experience in the finance industry, the majority of his career having been spent in commercial, international banking and, more recently, in the private equity sector. His expertise in the offshore business is from the client perspective, as over the years he has led various structured finance deals while more recently his experience has included using offshore holding companies for M&A and listing purposes. He joined OIL in 2010 as Managing Director of OIL China. With his leadership, the business of OIL in China has experienced rapid growth in the past five years. Subsequent to the Group acquiring NovaSage, TAKA and Orangefield in the past two to three years, and the strategy to collaborate the five operating brands in China to drive market penetration under the ‘One China’ initiative, Ernest took up the overall responsibility for the entire China business as Managing Director, Vistra Group China in June 2015. 

郑实在金融业已有超过 20 年的经验，大部分的主要集中在商业、国际银行等，在加入集团之前，他 主要从事于私募股权基金方面的工作。他专注于从客户的角度出发的海外业务，这些年来他领导了 各种结构性融资交易，包括使用离岸控股公司来进行并购和上市。2010 年，郑总作为好优投资中国
区董事总经理加入该集团。在他的领导下，好优投资中国在过去的 5 年里业务经历了快速增长。继 集团在过去的两三年间成功完成对 NovaSage、TAKA 和 Orangefield 的收购后，以五个运营品牌 在“一个中国”的为起点的战略合作全面在中国市场渗透，郑总自 2015 年 6 月起以瑞致达集团董
事总经理的角色来全面负责整个中国区的业务。 

Tuck Meng Yee has over 20 years’ experience in the financial markets in Asia and Australia in derivatives, and in funds portfolio management, development, research and marketing with global investment banks (JPMorgan, UBS) and private banks (ABN Amro and Citibank) as well as funds services (Moore Management) and family office (JRT Partners) giving him a keen sense of what investments suit which types of investors, and the support they typically need. Most recently he was Investment Solutions Head for Allfunds in Asia (a leading funds platform) before returning to the family office JRT Partners. Tuck speaks English and Mandarin, and holds degrees in Accounting, Computer Science, and Finance (Masters) from the Australian National University and the University of New South Wales. JRT Partners is a Singapore based Family Office that invests across multiple asset classes including real estate, Alternatives (PE, HF) and mutual funds. On occasion, the family office works with other family offices in investing, as well as advising them on family office setup, management and administration, as well as investment due diligence services. He can be reached via service@jrt-partners.com

Lefan represents large multinational and US Fortune 500 companies and large Chinese enterprises in cross-border mergers and acquisitions, joint ventures, real estate investment, corporate restructuring, and other international investment, international trade and commercial transactions, including technology development and license; in clean tech and clean energy areas, representing clients on making investments in those areas and advising on energy management contracting (EMC) related matters.

He also represents private equity, investment banks and other financial institutions in the areas of corporate finance, growth and buyout private equity investments, mergers and acquisitions, reverse mergers, capital markets, and direct investment in China.

He also represents major Chinese companies and other clients in overseas (outbound) investments and global and domestic sponsorship matters.

Richard leads a team of experienced business development professionals and works closely with the specialist business teams across the group to ensure that strategies are in place and executed for each area to meet their objectives. Previously a Director of a large private bank, Richard has a great deal of experience in the offshore wealth management sector and has worked in a large number of international markets including Africa, Europe, North America and the Middle East.

Richard also leads Equiom's Family Office services in Europe. He has many years' experience helping families to protect their wealth and pass it down through generations and has a deep understanding of the complexities involved with managing the financial and personal affairs of individuals and families and provides bespoke solutions to each new situation.

Ray Chou is a Principal in the Greater China Financial Services Practice of Bain & Company. He was previously with MasterCard as Head of Business Development. He has extensive experience across full-potential strategy, NPS®, performance improvement, business model design and organisational transformation. He has recently led multiple innovative projects in wealth management and asset management in the context of digitalisation trend in China. Ray holds an MBA degree from Haas School of Business, UC Berkeley, honored with Haas Merit Scholarship.

Sabrina Lam has been an Associate Director in the Wholesale Business Team of HSBC Global Asset Management (HK) Limited since 2012. Sabrina is responsible for formulating strategic distribution plan and leading a team to promote fund distribution in China or with China-related business entities. Sabrina joined HSBC in 2012 and has been working in the industry since 1995. Prior to HSBC, Sabrina was Senior Vice President in Mayfair Pacific Financial Group Limited and was responsible for fund distribution in Malaysia. Previously, Sabrina was the Vice President in JPMorgan Asset Management and was responsible to fund promotion to various regional private banks and retail banks in Hong Kong. She holds a Bachelor Degree in Banking and Finance from the Curtin University in Western Australia.

Elina is the Senior Counsel & Director of Family Office of Beijing Docvit Law Firm. Prior to that, she was the Director of Family Office Advisory in Dentons China Beijing headquarter, after over 30 years of professional experiences with leading international financial institutions and providing advice and counsel to individuals, entrepreneurs, professionals, corporations, trust companies, banks and financial planners. Elina is a renowned expert in the areas of Wealth Preservation & Succession Planning, Strategic Planning, Estate Planning and Global Trusts Advisory & Administration. Her practice involves developing overall wealth planning for UHNW clients and their families, from devising overall family governance, to family succession planning and implementation, to ensuring continuation of family prosperity and cohesion through future generations. With her extensive experience and proven knowhow, Elina has represented individuals, family offices, trusts, and charitable organisations across many jurisdictions across the globe. She has helped many wealthy individuals from different cultures and orientations to achieve their wealth planning goals and objectives. Elina takes a particular interest in addressing and settling disputes so that families are not torn apart in litigation, and on many occasions played the part of mediator in disputes in order to keep families out of court, with a calibrated balance between passionate advocacy of family goals and concrete solutions to family quarrels. Elina also practices in the area of strategic planning for top-tier entrepreneurs in China, providing guidance and assistance to create a sound asset protection strategy and effectively separate their personal wealth and assets in a way that protects wealth from undesired claims from creditors or those associated with matrimonial property, probate or legal inheritance issues. Elina has created Family Office practice in Docvit Law Firm, with the related management team in Beijing, for business development and client advisory/delivery. With Elina’s facilitation and drive, Docvit Family Office practice continues to demonstrate its huge value in deepening client relationship, discovering deal opportunities, and expanding Beijing Docvit’s overall franchise among the entrepreneurial segment. Meanwhile, she has spent considerable time coaching young talents as potential successors.

Crucially, Eina is the liaison between Beijing Docvit Law Firm and North America legal partners, for cross borders business opportunities and expertise alignment.

Tiffany Fan is the Chief Executive Officer and Founder of Huiyu Family Office Think Tank.

Ms. Fan is a senior media worker in the Chinese financial and economic area. She has experience in this industry for nearly 20 years and has abundant network resources in both finance, and media circle, with broad influence.

In 2001, she participated in establishing China Times; In 2006, set-up China Money Weekly newspaper; 2011, China Money magazine; 2016, China Money/Family Magazine AB print; 2017, Family Office magazine.

When concentrating in reporting high net-worth people’s wealth management, she foresaw the chance of innovation in family service area, and formally set up Huiyu Family Office Think Tank platform at the beginning of 2016.

Michael has an extensive background in financial services in Asia, Europe and North America. He has been in Asia-Pacific since 1995 – first in Hong Kong for six years, then in Sydney and Singapore, returning to Hong Kong in 2007. Before setting up Hubbis in early 2009, Michael founded Pacific Prospect in 2002 and sold it to global business-to-business publisher Incisive Media in 2006, continuing to serve as Chief Executive Officer until October 2008. Prior to Pacific Prospect, Michael worked for nine years in financial markets publishing. He joined Euromoney Publications in 1993 as the publisher of a quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services (now Thomson Reuters) to conceive and launch Finance Asia magazine. While he was Managing Director of Finance Asia, Michael also started the Asian Debt Review, Asian Private Capital Magazine and started the Finance Asia Conference Business. In 1997, Michael founded FIA Limited. Born in North Wales, Michael was head boy of St David’s College Llandudno. He has a degree in Business Administration from Cardiff University. And is married with three children - Reanna, Garett and Tarryn.

An joined Jersey Finance in May 2016 as the Business Development Director for Greater China based in Hong Kong. An studied law in Belgium at the University of Leuven including one Erasmus exchange year at Queen Mary and Westfield College in London. She subsequently did an LLM in international business law at Trinity College Dublin. An qualified as a lawyer in Belgium before moving to Dublin to work in the international business team of the law firm Matheson. In 2009, she went to work for ATC Corporate Services in Luxembourg as a corporate lawyer and later as a business unit manager. After a shareholding change in 2013, ATC Corporate Services merged with the Intertrust Group. An joined the Intertrust Hong Kong office in 2014 as a business unit director for the European and the Private Equity team. 

David Varley is Chief High Net Worth Officer at Sun Life Financial in Hong Kong. He specializes in HNW and Ultra HNW Planning and Insurance Structuring solutions for clients and families in Asia. He has a Bachelor of Commerce Degree, with an Honors in Management, and a thesis in Innovation – from Melbourne University. Previously he was Head of HNW for Asia for AXA, and Head of International Business for Aviva.

Mr. Wu is a founding partner of Triumph Capital and partner of Triumph Australia Fund. Prior to joining Triumph, he worked for a well-known state-owned bank and a fund management company as a member of investment and management team. He was also the founder and director of SOGO and HARCOURTS, which offers retailing and real estate services respectively. Mr. Wu founded Shanghai Triumph Capital in 2004, is experienced in the corporate investment, financing, merging and acquisition field. He successfully invested more than a dozen IT companies by initiating and managing PE and VC funds; he was also nominated as directors of these companies for value-added management. 
Mr. Wu holds Australian financial services license with more than ten years experiences in standardized management of global financial products. He achieved his bachelor degree in Financial Accounting from Xi’an University of Technology, MBA and EMBA from SJTU-KEDGE Business School, and also further study in the Wharton School.

Gerard Gardner is Global Head of EFG International’s wealth structuring business, EFG Wealth Solutions. Headquartered in Jersey, Gerard has responsibility for fiduciary platforms and wealth planners in Asia, Europe and the Americas. He has been a director of various EFG group companies for over 20 years and is a member of EFG’s senior management college, the International Management Forum. Gerard also serves as a Director on the boards of a number of private client structures and real estate and private equity funds.