洛克菲勒家族第五代传人；洛克菲勒家族办公室、慈善基金及兄弟基金会董事
5th Generation of the
Rockefeller Family;
Director of Family Offices &
Foundations,
Rockefeller Brothers Fund

前台湾文化部次长, 剑桥大学招生官,
台湾望族邱氏家族后代
Former Vice President of Ministry of Culture,Recruiter Officer
of Cambridge University,
2nd Generation of the Qiu Family

家族成员&合伙人&直投业务负责人
GAO Capital
Family Member & Partners &
Leader of Direct Investment

深圳石兴凯集团
家族企业二代掌门 & 总裁
2nd Generation, President
Shenzhen Shixingkai Group

新加坡永健集团第三代掌门
3rd Generation of Wen Ken Group

创始人兼管理合伙人，AdvantFaire
(香港MFO，潍坊陈氏第八代）
Catherine Chen, Founder & Managing
Partner, AdvantFaire
（MFO HK&8th Generation of CHEN Family)

董事 & 家族成员, JRT Partners
(海外华人SFO)
Tuck Meng Yee, Director, Family
Principal,JRT Partners
（SFO)

瑞银集团董事总经理，亚太区首席投资官兼投委会主席，资产配置主管
Managing Director, Head of Asset Allocation & CIO, APAC, UBS

Pictet董事总经理，亚洲区财富业务主管
Managing Director,
Head of Asia Wealth Development,
Pictet

高级董事总经理，亚洲区私人银行负责人,
EFG Bank, 香港
Head of Private Bank,
EFG Bank, Hong Kong Branch

董事总经理，私人银行部负责人,大华银行
Executive Director,
Head of Private Bank
UOB China

亚洲区CEO, 瑞士UBP私人银行
CEO Asia, Union Bancaire Privee

交通银行私人银行
Vice President, Bank of
Communications
Private Bank

副总裁，平安银行私人银行
John Yu, Vice President,
Ping An Bank
Private Bank

总经理助理，兴业银行私人银行
General Manager Assistant,
Industrial Bank
Private Bank

财富管理部总经理，
浦发银行私人银行（深圳)
General Manager of Wealth
Management,
SPD Bank Private Bank (Shenzhen)

全球顶尖私人投资者研究院创始人；
沃顿商学院私人财富管理课程创课教授；资深家族财富专家
Founder of IPI(Institute of Private Investors);Founding Lecturer of Private Wealth in Wharton Business School;Senior Family Wealth Specialist

PIMCO 亚洲区负责人（除日本市场）
Head of Asia Area (Except Japan),
PIMCO

Mack International Inc.创始人
Founder, Mack International Inc.

路博迈投资管理 高级副总裁兼亚洲区联合投资负责人
SVP, Head of Asia Co-Investment,
Neuberger Berman

中国大陆兼香港特区家族企业及私人财富服务主管，合伙人
Tax Partner, Head of Private Wealth
Clients in Mainland China & HK

教授，上海高级金融学院
Professor，SAIF

新湖财富副总裁兼全球家族办公室总经理
Group Vice President &
Head of Family
Office，XINHU Wealth Group

恒天财富家族办公室副总经理
Deputy General Manager of the Family Office, Hang Tang Wealth

德裕世家家族办公室创始人
Founder，Deyu Family Office

磐合家族办公室创始人
Founder, Pan He Family Office

新财道财富管理股份有限公司董事长
Chairman, Xin Cai Dao Wealth

朱雀投资高级合伙人
Senior Partner,
Rosefinch Investment

宜信财富副总裁
Vice President, CreditEase

信栢律师事务所合伙人
Partner, Xin Bai Law Firm