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This ATC roundtable sponsored and hosted by Simmons and Simmons brings senior executives from Chinese banks, trust companies and other wealth management related organizations to London to meet leading players in Europe, for an in-depth discussion on some of the key topics about cross-border investment and collaboration.

China has already developed a huge wealth management market, with an estimated size of HNWIs investment asset at USD17 trillion. Yet this market is still growing very fast and notably with investors increasing keen on global asset diversification. At the same time, China market continues to open its capital market, make it much easier for global wealth managers to allocate a portion of their clients’ asset to China. Also emerged are increasing opportunities for wealth investors in both China and overseas to collaborate on investment opportunities that can leverage both of their expertise.

Register your interests with Emily Chan at [email protected], and the ATC Initiative team will come back to you to confirm your place.

Find out more about the event at www.atcinitiative.org/event/wealth-management-and-family-office-investment-roundtable 


1:30 pm Registration

2:00 – 2:05 Opening remarks:

SUN Wei, CFA, ATC Initiative Founder/Senior Advisor, Europe, Lujiazui Financial City

2:05 – 2:10 Welcome remarks:

Simmons & Simmons

2:10 – 2:15 Welcome remarks:

Maja Erceg, Senior Policy Adviser – EU and Government Affairs, PIMFA

2:15 – 2:45 Presentation 1: China capital market open-up and the opportunity for cross-border investment

Melody Yang, Partner, Simmons & Simmons

2:45 – 3:15 Presentation 2: Emotional Intelligence in investment

Marta Albert, Partner, Quantem Global Family O‑ce

3:15 – 3:45 Presentation 3: The role digital technology plays in wealth Management

Tobias Henry, Principal, Alpha FMC

3:45 – 4:00 Co­ffee Break

4:00 – 5:30 Roundtable discussion

Moderated by: Sun Wei, CFA, ATC Initiative Founder/Senior Advisor, Europe, Lujiazui Financial City

  • The development stage and market structure of wealth management/family businesses in Europe and China
  • How would Chinese HNWIs make asset allocation in the China context? What are the preferred asset class and type of managers?
  • What is level of interest for Chinese family investor/HNWIs to have global asset allocation and what routes are they using?
  • With the continuous opening of capital market in China, will European family /wealth managers increase their interest in China market? How would they invest?

5.30 – 7.00pm Drink Reception

ATC Wealth management Roundtable 2019



Allocate to China


Simmons and Simmons
Simmons & Simmons, One Ropemaker Street
London, EC2Y 9SS United Kingdom
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