About KPMG China

KPMG China is based in 21 offices across 19 cities with around 12,000 partners and staff in Beijing, Changsha, Chengdu, Chongqing, Foshan, Fuzhou, Guangzhou, Hangzhou, Nanjing, Qingdao, Shanghai, Shenyang, Shenzhen, Tianjin, Wuhan, Xiamen, Xi’an, Hong Kong SAR and Macau SAR. Working collaboratively across all these offices, KPMG China can deploy experienced professionals efficiently, wherever our client is located.

KPMG is a global network of professional services firms providing Audit, Tax and Advisory services. We operate in 153 countries and territories and have 207,000 people working in member firms around the world. The independent member firms of the KPMG network are affiliated with KPMG International Cooperative (“KPMG International”), a Swiss entity. Each KPMG firm is a legally distinct and separate entity and describes itself as such.

In 1992, KPMG became the first international accounting network to be granted a joint venture licence in mainland China. KPMG was also the first among the Big Four in mainland China to convert from a joint venture to a special general partnership, as of 1 August 2012. Additionally, the Hong Kong firm can trace its origins to 1945. This early commitment to this market, together with an unwavering focus on quality, has been the foundation for accumulated industry experience, and is reflected in KPMG’s appointment for multi-disciplinary services (including audit, tax and advisory) by some of China’s most prestigious companies.

About Refinitiv

Refinitiv is one of the world’s largest providers of financial markets data and infrastructure, serving over 40,000 institutions in over 190 countries. It provides leading data and insights, trading platforms, and open data and technology platforms that connect a thriving global financial markets community – driving performance in trading, investment, wealth management, regulatory compliance, market data management, enterprise risk and fighting financial crime. For more information visit: www.refinitiv.com.

About T. Rowe Price

T. Rowe Price is an asset management firm focused on delivering global investment management excellence and retirement services that investors can rely on—now, and over the long term.

We provide a broad array of mutual funds, subadvisory services, and separate account management for individual and institutional investors, retirement plans, and financial intermediaries.

Our intellectual rigor helps us seek the best ideas for our clients, our integrity ensures that we always put their interests first, and our stability lets us stay focused on their goals as we pursue better investment outcomes.

As of March 31, 2019, T. Rowe Price has USD $1.08 trillion* in assets under management and serves clients in more than 16 countries worldwide.

* Firmwide AUM includes assets managed by T. Rowe Price Associates, Inc. and its investment advisory affiliates.

Appway provides the world’s leading software solutions for client onboarding in wealth management and private banking, managing end-to-end process flows that integrate stakeholders, data, and systems into a seamless digital transformation journey. Its solutions cover account opening as well as the entire client lifecycle—including updating and closing of business relationships—all while making sure firms are fully compliant with existing regulations and compliance and risk standards across multiple jurisdictions.

Leveraging integrations with multiple internal and external systems to perform automated background and AML/KYC checks, Appway facilitates high-touch client experiences (such as with digital signatures) and boosts operational efficiency through seamless connections with CRM, core banking, and archiving systems. With its intelligent automation and digital collaboration capabilities, it supports relationship managers, back office employees, compliance officers, and other involved parties, providing a holistic, real-time customer view that strengthens personal engagement and client loyalty.

Headquartered in Switzerland with offices around the globe, Appway’s award-winning software suite serves over 510,000 users worldwide. More than 225 institutions rely on Appway to improve internal efficiencies, engage customers across all channels, and keep ahead of regulations.

UBS Asset Management is a large-scale and diversified asset manager, with a presence in 23 countries. We offer investment capabilities and investment styles across all major traditional and alternative asset classes as well as platform solutions and advisory support, to institutions, wholesale intermediaries and wealth management clients.

UBS Fondcenter¹ is one of the world’s leading and largest fund platforms². As a B2B fund platform, we connect approx. 300 distributors to 400 fund providers around the globe.

Our comprehensive platform services add value for fund providers and distributors. Whether it is custody and execution services, automated transaction processes, centralized contract management and maintenance, regulatory requirements or the offering and maintenance of an electronic distribution and information platform, we have the relevant expertise and resources. Additionally, we provide our partners with applications to ease their distribution efforts, advisory and fund selection processes.

¹ Fondcenter AG is a subsidiary of UBS Asset Management Switzerland AG.
² Source: European Fund Distribution: European Platforms, June 2018.

Find out more ubs.com/fondcenter

Laserfiche is a leading global provider of enterprise content management software empowering organizations to take control of information and business processes.

With intuitive on-premises and cloud solutions for document management and process automation, Laserfiche improves productivity, efficiency and strategic decision-making for organizations looking to transform into a digital workplace.

For more than three decades, Laserfiche has fostered an active user community that shares ideas and inspires solutions. To learn more, visit https://www.laserfiche.com/about-laserfiche.

Hubbis focuses on the Asian wealth management industry and produce high-quality, localised content that is practical and independent. This includes news, articles, research, reports and conference-related content, and is available in multiple formats including video, web and print. The Hubbis e-learning platform consolidates this wealth of knowledge into an indispensable training and development resource for all professionals.

Our Value Proposition

We are committed to continually innovating to improve and meet the fast-changing market and client needs. We believe in working closely with our partners to better understand what constitutes great value to them and always produce tangible results.

Wealth Dynamix is a Client Lifecycle Management technology company providing market leading solutions for the world’s top private banks, wealth and asset management firms.

Our multi-award-winning, fully integrated, end-to-end digital Client Lifecycle Management (CLM) solution, WDX1, addresses the complex requirements of client acquisition, client engagement, digital onboarding, regulatory compliance, relationship management, client servicing and business intelligence, helping firms deliver strategic digital transformation programs.

Working with some of the largest firms globally, we have a wealth of experience in helping firms implement strategic digital transformation programs, grow AUM and streamline working practices, all whilst maintaining compliance.

WDX1 consists of three modules that reduce time consuming administrative processes, which in turn increase advisor productivity and drive overall company efficiency, stronger compliance and business growth. Leveraging Microsoft’s industry leading Dynamics 365 platform, WDX1 delivers benefits throughout the whole client lifecycle and transforms the way firms manage client wealth and deliver client excellence.

Wealth Dynamix is an owner managed firm that was formed in January 2012 by 3 experienced technology and financial industry experts. The company has offices and clients around the world, from North America to UK, Europe, Switzerland and Singapore.

Goldman Sachs Asset Management is one of the world’s leading investment managers. With more than 2,000 professionals across 33 offices worldwide, GSAM provides institutional and individual investors with investment and advisory solutions, with strategies spanning asset classes, industries and geographies. Our investment solutions include fixed income, money markets, public equity, commodities, hedge funds, private equity and real estate. Our clients access these solutions through our proprietary strategies, strategic partnerships and our open architecture programs. Our investment teams represent approximately 700 investment professionals, capitalizing on the market insights, risk management expertise and technology of Goldman Sachs. We help our clients navigate today’s dynamic markets and identify the opportunities that shape their portfolios and long-term investment goals. We extend these global capabilities to the world’s leading pension plans, sovereign wealth funds, central banks, insurance companies, financial institutions, endowments, foundations, individuals and family offices, for whom we invest or advise on more than $1 trillion of assets.

As of March 31, 2019. GSAM leverages the resources of Goldman Sachs & Co. LLC subject to legal, internal and regulatory restrictions. Assets Under Supervision (AUS) includes assets under management and other client assets for which Goldman Sachs does not have full discretion.

Merian Global Investors is a client-focused organisation, committed to delivering innovative investment solutions, strong performance and top-quality service. A culture of accountability and empowerment enables us to attract the very best investment professionals, allowing freedom to perform within a strong governance framework to meet clients’ needs. We does not impose a single house style or view on investment teams, but instead allows a high degree of independence whilst ensuring that they work within the company’s robust risk management and compliance framework. We focus on delivering strong investment performance and customer-focused investment solutions that result in positive long-term outcomes.

fundinfo

fundinfo is a leading international platform for information and mandatory publications of investment funds. The platform www.fundinfo.com strengthens the network between fund houses, fund distributors and investors and is recognised by financial market supervisory authorities for mandatory publications. The service is available in Europe and Asia, and covers thousands of funds from the world’s largest fund houses.

With millions of fund documents, data, prices and ratings available on-demand, the platform is a unique source of information for the fund industry.

F2C, based in Luxembourg, joined fundinfo in 2018. F2C operates publiFund, an integrated fund data management platform.

Founded in 2005 and headquartered in Zürich, Switzerland, fundinfo has offices in Berlin, Frankfurt, Hong Kong, London, Luxembourg, Madrid, Milan, Paris and Singapore.

FWD spans Hong Kong, Macau, Thailand, Indonesia, the Philippines, Singapore, Vietnam, Japan and Malaysia, and has a representative office in Shanghai, China.

Our vision is to change the way people feel about insurance as a leading pan-Asian insurer.

We focus on creating fresh customer experiences, with easy-to-understand and relevant products, supported by digital technology.

Established in Asia in 2013, FWD is the insurance business of investment group, Pacific Century Group (PCG), with minority shareholders Swiss Re Group, GIC Ventures, RRJ Capital Master Fund III and Hopu Investments.