2024 Shanghai 24th Wealth Management Financial Exhibition

Date:  July 5-7, 2024        Venue:Shanghai World Trade Exhibition Center

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The 24th Shanghai International Wealth Management Investment
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The 24th Shanghai International Wealth Management Investment Exhibition in 2024 is launched

2024 Shanghai International Wealth Management Investment Exhibition

Wealth management is a business model that has gradually emerged in domestic financial institutions in recent years. Unlike traditional asset management, which mainly invests in the stock market, wealth management has a wider range of investment areas. Wealth management is customer-centric, including investment consulting, life financial planning, asset preservation and appreciation, and has now become one of the three main businesses of the global banking industry along with credit and investment banking.

After the increase of wealth in many families, there is a strong demand for financial management, hoping that their wealth will rapidly increase. Investors have an increasingly strong demand for asset appreciation and preservation. During this exhibition, peak conferences such as the "Wealth Management Machine Investment Forum" and the "Investment and Wealth Management Guide Release Conference" will be held to comprehensively introduce the development direction of the wealth management market and the issues facing personal finance and other industry concerns. Through the combination of discussion and exhibition, a one-stop communication and docking platform will be built.

Exhibition time and location:

Registration and exhibition setup: July 4th, 2024

Exhibition time: July 5-7, 2024

Exhibition venue: Shanghai World Trade Exhibition Center (No. 99 Xingyi Road, Changning District, Shanghai)

Exhibition scope:

1. Banks, securities, funds, and insurance:

-Domestic and foreign asset classes; Domestic and foreign banking institutions, including commercial banks, urban commercial banks, rural commercial banks, etc; Securities companies, trust companies, public fund companies, private fund companies, life insurance, property insurance, insurance intermediaries, guarantee institutions, etc;

2. Wealth protection services:

-Insurance services, retirement plans, tax planning, debt management, cash management; Overseas banks, securities and insurance firms, law firms, accounting firms, overseas funds, and offshore trusts;

3. Wealth growth services:

-Private equity securities products, TOT products, private equity funds, and art investment

4. Wealth inheritance services:

-Heritage arrangements, education and training for successors, family property management, philanthropy, and high-end private services;

5. Fintech:

-Cloud computing, Data big data credit reporting, Blockchain technology, distributed storage, 5G storage, biometrics, third-party payments, asset and wealth management, etc; Platform brokers and builders; Technology solution companies, tracking companies, signal strategy providers, etc;

Forum activity: Topic collection: If you want to promote products and solutions, please contact us.

Lectures on Family Wealth Management;

Guangdong Hong Kong Macao International Financial Development Forum;


 
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