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Wealth Management and the Access to the European Market: Changes and Challenges

Bison Bank and the Portugal-China Chamber of Commerce and Industry (CCILC) organized a webinar under the theme: “Wealth Management and the Access to the European Market: Changes and Challenges”, on December 10th, 2020, broadcasted on the Zoom platform.

Panel of speakers:

. Francisco Valente de Oliveira | Executive Board Member of Bison Bank
. João Marques da Cruz | President of the Portugal-China Chamber of Commerce and Industry
. Pedro Rodrigues | Head of Wealth Management of Bison Bank
. Rui da Mota Guedes | Head of Equity Strategy and Asset Allocation at Afi Research
. Li Danchan | Senior Client Manager and Advisor of Bison Bank

The debate was around the main issues of wealth management, namely the changes in the behavior of Chinese investors in the current European context, the role of financial institutions in the portfolio management and the potential impact of immigration programs.

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