The Association of Private Bankers in Greater China Region (APB) is a non-profit professional organization for private wealth practitioners serving high-net-worth individuals. It aims to promote ethical standards, professional development, knowledge sharing, and advocacy within the industry. APB offers accreditation programs, networking opportunities, and a platform connecting its members to wealth owners, entrepreneurs, and service providers. Members include private bankers, family office specialists, and other financial professionals.
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
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
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
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
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
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