Introduction of Association of Private Bankers in Greater China Region

1. APB IntroductionEva LawAssociation of Private Bankers in Greater China RegionJuly 2014

2. 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

3. WHO WE ARE?

4. Who We Are?
Firstassociation 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 SpecialistTMin the region
Developing and promoting the Principles of Practice - Private Wealth Management

5. 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

6. 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 management
iGovernance
ii Service Approach
iii Investment Management
iv Oversight and Monitoring

7. APB STRUCTURE

8. Organization Structure
Advisory Board
Council
Membership committee
Patron members (corporations)
Individual members
Associate
Fellow
Chartered Fellow
Student
Network Navigator
Development committee
Specialty Bureau
Regional chapters
Training Board

9. Organization Structure
Structures ofOrganization
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

10. Organization Structure
Council 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 MengXiao, Chief Representative – Tianjin Chapter
Bowie Lam, Secretary General
Albert Law, Director General
CammayLo, Treasurer
Nelson Chan, Chief Technology Officer

11. APB MEMBERSHIP & TRAINING

12. 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)

13. Membership Benefit
Members can attend accredited and professional training programs such as CFOSTMand 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

14. 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 QuarticTraining of CFA Institute to offer a series of accredited & professional training courses.
Qualification
Accreditation
CharteredFamily 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
CharteredFinancial Specialist on Due Diligence (CFS-DD)
APB, FAU, FOI
CharteredFinancial Specialist on Private Equity (CFS-PE)
APB,FAU, FOI
Chartered Financial Analyst® and Claritas® Program
CFA Institute

15. APB PLATFORM & ACTIVITY

16. APB Platform
1.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?

17. 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

18. 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

19. 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

20. 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

21. CONTACT APB

22. If you are one of the following, welcome to join us.
Join Us
1. Privatebankers
2. Family officespecialists
3. Privateequity deal arrangers
4. Corporate/Investment bankers
5. Investmentmanagers
6. Estateplanners
7. Investmentadvisors
8. Trust officers
9. CPAs
10. Financialplanners
11. Financialprofessionals
12. Specialists offering luxury services
13. Students aspired to jointhe industry
14. Wealth owners
Member application method
Browse our website http://private-bankers.net, click the registration button and fill the required information

23. Contact Us
+852 3499 3851 (HK) +86 147 1433 4066 (CN)
support@private-bankers.net
2/F Dah Sing Life Bldg, 99-105 Des Voeux Road, Central
http://private-bankers.net