apb presentation
DESCRIPTION
Introduction of Association of Private Bankers in Greater China RegionTRANSCRIPT
APB Introduction
Eva LawAssociation of Private Bankers in Greater China Region
July 2014
Content
1. Who We Are?
2. Mission
3. Principles of Practice - Private Wealth Management
4. Organization Structure
5. Membership
6. Accreditation Training Programs
7. APB Platform
8. APB Activity
9. Join Us
10. Contact Us
WHO WE ARE?
Who We Are?
First association in the region designated for practitioners serving mega wealth holders
Non-profit making & professional society founded in 2010, registered in 2013, gathered the practitioners in Mainland China, Taiwan, Hong Kong and Macau.
The delegated organization for accrediting & certifying Chartered Family Office SpecialistTM in the region
Developing and promoting the Principles of Practice -Private Wealth Management
Mission
Uphold the moral and ethical standard of the industry
Support the industry practitioners in professional development
Collect opinions from the industry practitioners and deepen the research level of the industry
Unite the industry practitioners for sharing market intelligence and for discussing with the relevant market players & regulatory authorities
Disseminate and advocate the best business practices
The Principles of Practice -Private Wealth Management
Indispensable guidelines for business conduct intend to create ethical discipline
Focused on the four key areas of private wealth managementi Governance ii Service Approach iii Investment Managementiv Oversight and Monitoring
APB STRUCTURE
Organization Structure
Advisory Board
Council
Membership committee
Patron members (corporations)
Individual members
Associate FellowChartered
Fellow
Student Network Navigator
Development committee
Specialty BureauRegional chapters
Training Board
Organization Structure
Structures of Organization Functions/Roles
Advisory board Provide recommendation to the council on governance
Council Steer direction & development of the Association
Training Board Audit the standards of the training program
Development Committee Formulate strategies for outreaching
Regional Chapters Regional governance
Specialty Bureau Knowledge exchange & thought leadership
Membership Committee Formulate strategy for members recruitment
Organization StructureCouncil Members :
Key Decision Makers
Eva Law, Founder & Chairman of
the Association
Joann Ma, Executive Vice Chairman
Stephen Yuan, Vice Chairman Greater China
Regional & Functional Leaders
Joey Or, Vice Chairman, Offshore Countries
James Chen, Vice Chairman, North China Region
Cathy Zhu, Vice Chairman, East China Region
Peter Chum, Vice Chairman, Offshore China Region
Lawrence Zhu, Vice Chairman, Training Board
Wayne Mason, Vice Chairman, Specialty Bureau
Execution and Deployment Leaders
Eric Cai, Chief Representative –Singapore Chapter
Clement Tung, Chief Representative –Taiwan Chapter
Tony Zhu, Chief Representative –Shanghai Chapter
Bai Li, Chief Representative – Beijing Chapter
Du Meng Xiao, Chief Representative –Tianjin Chapter
Bowie Lam, Secretary General
Albert Law, Director General
Cammay Lo, Treasurer
Nelson Chan, Chief Technology Officer
APB MEMBERSHIP & TRAINING
Types of Membership
Types of membership
Requirements
Chartered Fellow Fellows who completed the chartered or certified programs
Fulfilled all qualifying requirements determined by Training Board
Fellow Senior practitioners (more than 3 years experience)
Associate Practitioners (less than 3 years industry experience)
Network Navigator Parties pursue to network with Professional Members
Student / Trail Students or Parties who intend to join the PWM industry
Wealth Owner By Invitation Only (Service In-conjunction with AFO)
Membership Benefit
Members can attend accredited and professional training programs such as CFOSTM and CFS series.
Free access to online portal and learning platform
Attend events and activities restricted to members only
Use of APB Platform designated for APB Members Only
Be invited to lifestyle events such as golf tournament, wine tasting, cocktail party, art gallery show.
Receive newsletter and the update of latest development of the industry
Enjoy Free Consultation Services By Specialty Bureau
Get into Prestige Circle
Accreditation Training Programs
Association of Private Bankers (APB) in Greater China Region, collaborated with Family Office Institute (FOI), United States, Florida Atlantic University (FAU), United States, Institut de Formation Bancaire Luxembourg (IFBL) and Quartic Training of CFA Institute to offer a series of accredited & professional training courses.
Qualification Accreditation
Chartered Family Office Specialist TM (CFOSTM)
Extension Course on Succession Mgt, Tax Advisory, Alternative Investment
APB, FAU, FOI
APB, STEP, BJU, CAIA
Chartered Private Banker (CPB) APB, IFBL
Chartered Financial Specialist on Due Diligence (CFS-DD) APB, FAU, FOI
Chartered Financial Specialist on Private Equity (CFS-PE) APB, FAU, FOI
Chartered Financial Analyst® and Claritas® Program CFA Institute
APB PLATFORM & ACTIVITY
APB Platform1. Real Asset
• Property (Residential, Commercial, Agricultural, Land Development)
• Private Equity, Club Deal & Resources Mining
• Physical Commodities
2. Entrepreneur Solution
• Listing, Offshore Incorporation, Investment Banking Services
• Financing, Accounting, Tax Advisory
• Due Diligence, Legal Services, Asset Valuation
• Business Consulting, BPO, Corporate Trust
3. Passionate Life
• Jet, Yacht, Charter Services
• Club, Lift Style, Lux, Concierge
4. Private Wealth Management
• Private Trust, Estate Planning, Wills, Succession Mgt
• PWM Education
• Fund Set Up, Manager Selection, Portfolio Advisory
What ultra affluence want?
APB Platform
Value Proposition : APB Members (Industry Professional)
• Knowledge gain, depth and breath• Appeal to Member’s Client : Solution for long-term corporate
development, wealth building, family succession and happiness pursuance
• Help members to strengthen relationship with valued customers
• Professional network for steering partnership and cooperation• Gain income from successful introduction• Proposition : No Obligation to Sell – Excite Me, Equip Me,
Motivate Me to bring the relationship
APB Platform
Value Proposition : Platform Partners / Solution Providers
• Reaching Practitioners who own their high-end clients, those who serve the GEM, not the mass
• Reaching Active Wealth Owners who are seeking to network with co-investors
• Low-cost to reach right targets
• Low-cost to raise profile, build brand awareness on focused segments and/or regions
• Besides event cost, expenses are paid on success fee basis, low risk approach for reaching out
APB Platform
Value Proposition : Wealth Owners & Entrepreneurs
• Supporting Entrepreneurs in corporate development, asset disposal, wealth protection and offshore investment
• Facilitating Club Deals and Co-investment
• Independent Role of APB and AFO, safe-guarding their interests
• Resourceful, Connecting with veterans and elites in every aspects of professional services
• Ease and Quick-witted, Access to vast of projects and other wealth owners or entrepreneurs
APB Activity
• Expo, Conference, Summit, Award Presentation
• Mini events in form of• Seminar• Workshop• Cocktail• Roadshow• Member Gathering• Exchange Tours (Mainland or Offshore)• High Table Dinner (Mainly For Wealth Owners)
• Massive number of networking events
• Events encoring APB mission and enhancing the broadness of APB platform
CONTACT APB
If you are one of the following, welcome to join us.
Join Us
1. Private bankers 2. Family office specialists
3. Private equity deal arrangers 4. Corporate/Investment bankers
5. Investment managers 6. Estate planners
7. Investment advisors 8. Trust officers
9. CPAs 10. Financial planners
11. Financial professionals 12. Specialists offering luxury services
13. Students aspired to join the industry
14. Wealth owners
Member application methodBrowse our website http://private-bankers.net , click the registration button and fill the required information
Contact Us
+852 3499 3851 (HK) +86 147 1433 4066 (CN)
2/F Dah Sing Life Bldg, 99-105 Des Voeux Road, Central
http://private-bankers.net