SG Private Banking sponsored the first Forbes China Wealth Management Forum held at the Swissotel Grand Hotel in Shanghai on 4th July 2008.

Paris-based Daniel Truchi, Global CEO of SG Private Banking delivered an inspiring keynote speech to unveil a series of panel discussions. Managing Director & Global Market Manager (Greater China), Hsiao-Yun Lee, together with five renowned panelists, illustrated the advantages of private banking services to the Chinese audience in the lead panel discussion - “Invest by yourself or by a private banker”.

The Forum was well attended by close to 200 delegates coming from the Forbes China Rich List, top Chinese private enterprises, famous businesses and well-known investment and wealth management organizations. It finished in rounds of applause and has built an effective communication platform between those with potential wealth management needs and our professional wealth managers.

Daniel Truchi, Global CEO, giving a keynote speech


Hsiao-Yun Lee, Global Market Manager (Greater China) in panel discussion (second from left)