We are delighted to have co-hosted a training session with our esteemed member, Noah Holdings (Ark), on the topic of “Developments of the Wealth Management Industry in China.” The session was conducted in Mandarin, with Shirley Chan, Managing Director from Ark providing a detailed presentation covering the following:
– Development of China’s economy through industrialization, urbanization, and digitalization
– The role of wealth management firms such as Ark Holdings in managing wealth for Mainland China clients
– The significant growth potential of the Mainland’s high-net-worth client segment
– China boasts one of the highest savings rates globally, paving the way for a positive industry outlook.
– Asset classes available in China, and the importance of financial security as a foundation for wealth accumulation

Thank you once again to Noah Holdings (Ark) for such an insightful presentation. In 2025, we plan to expand our CPWP certification to Mainland China and host more sessions focused on the Chinese market to better meet the business needs of our members.