Panellists at the Structured Products and Wealth Management panel discussion during the SRP China 2025 conference in Shanghai last week discussed the role of structured products in China’s wealth management market.
Tony Zhu, Shanghai chapter head association of family offices in Asia, set the stage for a discussion about structured products in portfolio management, wealth management strategies and the goal of responding to client needs, emphasising the practical execution of investment approaches. Zhu highlighted the importance of understanding structured product mechanisms and risks to deploy them effectively in wealth management strategies and that product development should be driven by client nee