Family Business and Wealth Management in Switzerland and China

15:00 - 17:00

Stage 1

Organized by ZHAW

After 40 years of economic liberalization in China, the first generation of entrepreneurs is starting to hand down the family companies they have built up. Given this demand, the Swiss expertise in successional arrangements and cross-generational family asset management is becoming increasingly important. On the occasion of the China study trip of Zurich University of Applied Sciences (ZHAW) and Art ZHAW, Dr. Markus Brown, Head of ZHAW’s International Business at the Department of Banking and Finance, will explore the potentials for an exchange of this expertise at a panel discussion with three other specialists. They are: Prof. He Ziyun, with University of International Business and Economics’ School of Finance, Prof. Chen Zhuo of Tsinghua University’s PBC School of Finance, and Ms. Nathalie Li of Credit Suisse. In their presentations and discussions, the four experts will link the European ideas of wealth management and succession planning with the situations faced in China, and the opportunities new technologies can offer in the future.

15.00:  Guest Arrival & Welcome Coffee

15.20: Welcome by Embassy

15.25: Keynote: Family Wealth Management and Family Succession in Switzerland

Prof. Markus Braun, ZHAW School of Management and Law

15.40: Keynote: Chinese Households’ Financial Asset Structure

Prof. He Ziyun, University of International Business and Economics

15.50: Keynote: Fintech in Wealth Management

Prof. Chen Zhuo, Minsheng Research Institute for Wealth Management Tsinghua PBC School of Finance.

16.00: Keynote: Mrs. Natalie Li, Credit Suisse

16.10: Panel Discussion: Moderated by Prof. Markus Braun

17.00: Farewell, Networking and Swiss Innovation Week Activities

Markus BraunHead of ZHAW's International Business, Department of Banking and Finance

He ZiyunProfessor, UIBE School of Finance

Chen ZhuoTsinghua University’s PBC School of Finance

Nathalie LiCredit Suisse