Hywin Wealth holds annual client conferences at scenic resorts. This year, the leading independent wealth manager of China has chosen Kunming City, in Yunnan province, to host this multi-day event. See what happened on day 3.
The day started at 7:30 am with a «VIP Breakfast» chaired by Chairman Han Hongwei of Hywin Group. Over «birchermuesli» and steamed shrimp dumplings, UHNW clients of Hywin Wealth interacted with seniors of VP Bank, Credit Suisse, Chinese government think-tanks, independent economists, and the in-house research team of Hywin.
Amid the relaxed intimacy, stimulating questions were asked and candid answers were given. Wealth and wealth managers are in an eternal partnership to make sense of ambiguity and fluidity.
Offshore Solutions Seminar
Madame Dian Wang, in the meantime, had a gathering with a key client and his family. Aside from managing a large wealth manager, Madame Wang is also the confidant of several tycoon clients whose concerns require a friend who over the years listened and assisted.
At the «offshore solutions» seminar, Christoph Mauchle, Head of Client Business of VP Bank, presented to UHNW clients the heritage and expertise of VP Bank. He also shared how VP Bank and Hywin worked together to craft tailored solutions, and implement with precision and long term mindset.
Current Status of Hong Kong
Regan Shum, Head of Insurance Brokerage, Hywin International, reassured the audience of the current status of Hong Kong. Regan narrated the challenges that Hong Kong had faced and surmounted since 1840, underscoring the resilience and robustness of Hong Kong.
Aaron Sung, Head of Asset Management, Hywin International, explained the investment approach of foundations and endowments, and how to adopt the same long-term, multi-asset class approach, with special attention to the liquidy requirements of a modern UHNW family.
Aggregated Products
Reto Marx, Head of Client Business Asia, shared with the audience how VP Bank aggregated products with open architecture and performed due diligence on the products, and the team of people who were behind the products.
- The three-day event was concluded in the afternoon. Chairman Han and Madame Wang Dian personally sent off several key clients, after photos were taken, souvenirs presented, and dates of rendezvous fixed.
