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Outbound Investment Group

Corporate Structuring Immigration by Investment Wealth Protection and Succession Offshore Investment

36 Speakers From Around the World

November 10th-12th, 2025

Shanghai

Apply Now
About

Outbound Investment

Outbound Investment is a leading provider of conferences, business development services and online news channels, specializing in corporate structuring, asset protection and immigration solutions. We empower service providers in these sectors to effectively connect with financial intermediaries and high-net-worth individuals (HNWIs) worldwide.

Recognized as a trusted resource for business and investment leaders, Outbound Investment delivers insightful commentary, concise analysis, and unparalleled access to the global offshore world and its professionals.

TESTIMONIALS

What a great opportunity for us to present our 'UAE Advantage' initiative in Shanghai during the Asia Outbound Summit, combined with a full-week roadshow in China.We are blessed to carry the UAE flag to such meetings and witness the tremendous response and interest from the international community wherever we go. We engaged with hundreds of new partners, prospective clients, and investors looking to enter the UAE market.The Chinese market has been a significant contributor to the overall GDP and a major foreign investor in the UAE.
- Lorenzo Jooris
- Lorenzo JoorisChief Executive Officer at Creative Zone
I'm so thankful for Matthew and his team with Asia Outbound. They exceeded our expectations with hundreds of people, and hundreds of different enterprise networks. But more importantly, we got together with our friends, our colleagues from all over. We've got 20/30 people from all over, from Dubai, from real estate, from Canada, etc. What a great thing is, is all coming together, working together to provide a great opportunity for everyone. So thank you, Matthew, and we look forward to many other things together.
Ry Guy
Ry GuyRegional Director at Starter Visa Services
By the time I arrived here, my expectations had gone up higher to five; now I'm at six, seven; we're at about eight now. And here's the reason why. People who are walking the floors are qualified. People who are leading the events, and people who are putting on AV are qualified. Now we're approaching level eight out of ten of exceeding my expectations for this event.
Slava Apel
Slava ApelCEO at Startup Visa Services
Hi, I'm Ryan from Canada, also known as Rye Guy with Startup Visa Services. I'm so thankful for Matthew and his team with Asia Outbound. They exceeded our expectations with hundreds of people, and hundreds of different enterprise networks. But more importantly, we got together with our friends, our colleagues from all over. We've got 20/30 people from all over, from Dubai, from real estate, from Canada, etc. What a great thing is, is all coming together, working together to provide a great opportunity for everyone. So thank you, Matthew, and we look forward to many other things together.
Ry Guy
Ry GuyRegional Director at Starter Visa Services

Why you should attend the Outbound Investment Shanghai Summit 2025

Since the inception of the Outbound Investment Shanghai Summit series in 2010, China’s HNWI, investment groups, and corporations have developed an ever-increasing need for sophisticated international wealth, immigration tax and asset planning services. This demand, coupled with increasing pressure from local and international authorities for transparency has created a massive gap in traditional offshore planning for local practitioners.

China’s Wealth Landscape and Opportunities for Investment Migration Providers

Since its inception, the Outbound Investment Summit series in 2010 has addressed the evolving needs of China’s HNWIs, corporations, and investment groups. As China’s global influence continues to grow, the demand for sophisticated international wealth, immigration tax, and asset planning solutions remains robust. This demand is amplified by increasing regulatory scrutiny and evolving global standards for financial transparency.The total number of HNWIs in China is expected to reach 5.6 million by 2023. This makes China the world’s second largest HNWI population, only behind the USA. (CreditSuisse World Wealth Report)

  • China’s HNWI Growth: By 2024, the number of HNWIs in China is projected to exceed 5.9 million, making it the world’s second-largest HNWI population, after the USA. The growth is driven by rapid wealth accumulation and urbanization. (Credit Suisse Global Wealth Report, 2023)

  • Investment Migration Demand: Approximately 2 million Chinese HNWIs are expected to explore investment migration options to secure global opportunities, education access, and tax efficiency. (Hurun Report 2023, Wealth-X)

  • Offshore Wealth Growth: Chinese nationals currently hold approximately $1.8 trillion in offshore assets, projected to reach $3.4 trillion by 2025. This trend presents significant opportunities for wealth managers and service providers focusing on global asset planning. (CMB-Bain China Wealth Report)

  • Direct Investment Leadership: China remains the second-largest global source of foreign direct investment, with $1.9 trillion deployed across key markets. This underscores the strategic importance of engaging Chinese investors. (World Bank, UNCTAD 2023)

Summit Schedule

About Outbound Investment Shanghai Summit 2025

In 2025, for the 15th year, Outbound Investment will host the largest offshore finance and wealth management events in Asia. The Outbound Investment Summit Series will bring together hundreds of China’s top financial intermediaries together with corporate and financial service providers, governments and investment promotion agencies from all over the world.

Each conference in the series will be attended by over 400+ of China’s leading intermediaries and agents whose businesses focus on: 

Immigration by Investment
  • Citizenship & residence planning as a tax planning tool
  • Real estate market trends for UHNWI
  • Second residency/citizenship for asset protection and preservation
  • Tax transparency and regulatory considerations in HNW migration
  • Citizenship vs. permanent residence by investment, programs and comparison
  • Inheritance strategies and estate planning for family wealth
  • Cross-border asset allocation and preservation
  • Family trust challenges for UHNWI
  • International tax planning and tax transparency updates
Wealth Protection & Succession
Corporate Structuring
  • BEPS, CRS and transfer pricing implications for corporations
  • Investment structuring within the Belt and Road Initiative
  • Selection and set up of outbound investment structures
  • Path and compliance measures for outbound investments
  • Company formation, maintenance, regulation and compliance

Schedule of Events

Day 1

Welcome Cocktail at Lobby Lounge

Join us for a leisurely open-air cocktail session from 6 pm to 8 pm. Reconnect with old friends and make new connections in a relaxed atmosphere overlooking the geographic center of the megacity. Enjoy drinks as we set the stage for the exciting days ahead.

Day 2

B2B Summit

From 8 am to 6 pm, the main conference is held at the Grand Ballroom, providing international solution providers an unparalleled platform to meet with hundreds of local potential partners. Leveraging 15 years of experience in B2B conferences, this event promises to bring together influential decision-makers shaping the industry. 

Day 3

B2B Summit

From 8 am to 6 pm, join us again at the Grand Ballroom for the second day. This session will continue to foster connections between international solution providers and key decision-makers, ensuring you have ample opportunities to build valuable relationships and explore new partnerships. 

Day 3

Farewell Party

Enjoy the iconic skyline and vibrant ambiance of Shanghai, and further understand the city’s historic and contemporary cultures, by taking part in the farewell dinner full of local dishes. Celebrate your business achievements with friends and colleagues, and it will be a memorable conclusion to an incredible week.  

Day 4

B2C Forum

Join us with the Entrepreneurs’ Organization from 2 pm to 6 pm, a premier gathering designed for financial professionals and savvy investors who are keen to learn more on cross-border investment and planning for their businesses and families. 

Conference Ticket Price

Standard ticket

$1500

  • Conference & Exhibition
  • 4 Socials Events
  • Access to networking platform & mobile app
BUY TICKET

Patron Sponsor Ticket

$2500

  • Conference & Exhibition
  • 4 Socials Events
  • your logo listed as a sponsor
  • Access to networking platform & mobile app
  • Access to match-making area and meeting tables
  • Full delegate list with all contact details provided after the event
BUY TICKET

Ordinary ticket

$200

4 Events
3 Socials
Corporate Branding
1 Cultural Tour

BUY TICKET

Current Speakers

Serene Liaw

Deputy Director, Strategic Planning and Investor Relations
Labuan IBFC

Chang Cai

Director and Founding Partner
Shanghai Inhetrust Law Firm

Matthew Smith

General Manager
Southpac Group

Raffaelle Ashworth

Managing Director
Asiaciti Trust Samoa Limited

Philippe May

Founder & CEO
EC Holdings

Brandace Duncanson

Brandace Duncanson

Director of Financial Services in the Ministry of Economic Affairs

Frank Xie

Attorney
Shanghai Inhetrust Law Firm

Tuifaasisina Sieni Tualega-Voorwinden

Chief Executive Officer
Samoa International Finance Authority

Shelvin Wang

Business Director for Greater China
ENCOR Group

Edward Clark

Chief Executive Officer
Nauru Economic and Climate Resilience Citizenship Program

Current Sponsors

Gold Sponsors

VIP Dinner Sponsors

VIP Lunch Sponsors

Sapphire Sponsors

Silver Sponsors

Outbound Dinner Sponsors

Official Portugal Language Partner Sponsors

Bronze Sponsors

Titanium Sponsors

Bronze Networking Sponsors

Titanium Networking Sponsors

Exhibition Sponsors

Cigar Sponsors

Current Sponsors

Gold Sponsors
VIP Dinner Sponsor
VIP Lunch Sponsor
libfc-logo
Sapphire Sponsors
Silver Sponsors
Outbound Dinner Sponsorship
Official Portugal Language Partner

Bronze Sponsors

Ec holdings

Titanium Sponsors

libfc-logo
Bronze Networking Sponsors
Titanium Networking Sponsors

Exhibition Sponsors

Cigar Sponsors

CBC-Logo
SVS-Logo

Venue

Venue: Shanghai Marriott Hotel City Centre 

Address: No. 555 Middle Xizang Road (nearby People’s Square), Shanghai
https://maps.app.goo.gl/3hEuy9ywATHxnqHX9

Accommodation

The discounted group rate for Deluxe Room in the Shanghai Marriott Marquis City Centre where the upcoming Outbound Investment Summit Shanghai will be held is as follows.

CNY1,150 Net/room/night for single stay and CNY1,250 Net /room/night for double stay

  • The above group rates include 16.6% service charge and tax.
  • The above group rates are inclusive of breakfast(s) and internet.
  • It is very important to make your reservation before October 26th, the cut-off day for group booking with the basis of first arriving first served.

Book your group rate for Outbound Investment Summit

Please contact Kid [email protected] shall you have any inquiries.

Floor Plan
Gallery

Serene Liaw
Deputy Director, Strategic Planning and Investor Relations
Labuan IBFC

Serene Liaw is the Deputy Director of the Strategic Planning and Investor Relations Unit of Labuan IBFC Incorporated. She leads market development initiatives to expand Labuan IBFC’s presence in identified global markets and also oversees the Labuan IBFC China Desk to facilitate the establishment of Chinese-funded companies in Labuan IBFC.

Prior to joining Labuan IBFC Incorporated, she was attached to Labuan Financial Services Authority for more than 10 years, having headed the Business Policy Unit there. Prior hands-on experience as a regulator on policy formulation and international tax compliance has provided Serene with a deeper understanding of financial solutions as well as a solid foundation in the promotional and market development initiatives of Labuan IBFC. 

Chang Cai
Director and Founding Partner
Shanghai Inhetrust Law Firm

Mr. Chang Cai, a legal expert in private banking and wealth management, is currently the Director and Founding Partner of Shanghai Inhetrust Law Firm. He is one the earliest professional lawyers in China qualified with Certified Private Banker (CPB). He used to be a partner of Finance Team at Dentons Law Offices and a Research Fellow in Foreign Law at Miyake & Partners of Japan. Mr. Cai graduated from the Osaka University Law School in Japan with a master’s degree in civil law and the Northwest University of Political Science and Law in China with a bachelor’s degree in economic law.

Mr. Cai’s business area is to provide cross-border legal and tax solutions related to multiple complex private wealth management and cross-border asset allocation, including the Common Reporting Standard, the Foreign Account Tax Compliance Act, family member immigration, dual tax status, cross-border asset allocation, offshore company operations, overseas investment and M&As, and overseas listing financing, targeting high-net-worth individuals represented by Chinese private entrepreneurs.

Mr. Cai has long been invited to serve as a lecturer in wealth courses for many financial institutions, serving many financial institutions and their high-net-worth clients, such as private banks, life insurance, and trust companies at home and abroad. He has given more than 150 lectures and has a cumulative audience of nearly 10,000 people.

Matthew Smith
General Manager
Southpac Group

Matthew is the General Manager of Southpac Group in New Zealand. He is a dual-qualified attorney, who was admitted as a Solicitor of the Senior Courts of England and Wales in 2008 and as a Barrister and Solicitor of the High Court of New Zealand in 2017. He is also a designated Trust and Estate Practitioner (‘TEP’), having obtained a STEP Diploma in International Trust Management in 2021.

Matthew joined Southpac in 2017 and served as its General Counsel from 2020 until he assumed the role of Group General Manager in 2023. Matthew has worked closely with many of Southpac’s clients and referrers during his time with the company. He is passionate about providing world-class fiduciary services to Southpac’s clients to help them safeguard their assets and protect their legacies through the use of international trust and corporate structures in the Cook Islands, Nevis and New Zealand.

Matthew is a cheerleader for the Cook Islands financial services industry and is attending the America Outbound Summit as a delegate of Cook Islands Finance. He works hand in hand with Southpac Trust Limited, Southpac’s Cook Islands trustee company which was established in 1982, to preserve client interests and keep closely abreast of legal and industry developments in the Cook Islands.

Raffaelle Ashworth
Managing Director
Asiaciti Trust Samoa Limited

Mr. Raffaelle Ashworth is Managing Director of Asiaciti Trust Samoa Limited and was before Offshore Legal Consultant with Stevensons Lawyers (Samoan agent for Vistra Samoa Ltd).

Raffaelle has experience in both the private & public legal sectors in Australia and New Zealand.He also presented “Samoan Solutions” in Hong Kong, Malaysia,Taiwan, the PRC, Singapore, New Zealand & Samoa.

Raffaelle has Bachelor’s and Master’s degrees in law with Hons with certifications in IEP.

Asiaciti Trust Samoa Limited and the Asiaciti Trust Group Offices offer clients an extensive range of services and bring 35 years of experience and expertise to the market.

Philippe May
Founder & CEO
EC Holdings

The Honourable Philippe A. May is the Swiss-Singaporean founder of EC Holdings. He is a qualified Associate Financial Planner (AFPTM) and a member of the Global Investor Immigration Council and the Financial Planner Association of Singapore. Holding a Bachelor’s degree in Business Administration (BBA) and an Executive Diploma in International Diplomatic Law for Honorary Consuls from UNITAR, Geneva, Switzerland, Philippe has extensive experience in Diplomacy, Private Banking, Insurance, and Residence and Citizenship Planning.

After completing his high school education and national service in the Swiss army as an infantryman, Philippe began his career at the Swiss Stock Exchange SIX in Zurich. He then worked for Credit Suisse and BNP Paribas in Zurich, Switzerland, and later as Vice President for EFG Bank in Singapore. From 2016-2021, he was the Head of Asia-Pacific of the investor migration advisory firm Arton Capital. Philippe has been featured in various financial industry media including Bloomberg, BBC, CNN, and the Daily Telegraph. He is also a Robb Report Singapore Thought Leader and a member of the Global Investor Immigration Council, the International Institute for Strategic Studies, and the Singapore Institute of International Affairs. He has been a speaker and panelist for various investor migration and financial industry conferences.

Philippe has been a citizen of Singapore since 2008 and he has been accredited as the Honorary Consul of St. Vincent and the Grenadines to Singapore since 2011 (www.mfa.gov.sg). Philippe speaks Chinese, English, French, German and Spanish. He is the founder of a cigar club, an avid ornithologist, a hiker, and a reader of classical literature.

Brandace Duncanson
Director of Financial Services in the Ministry of Economic Affairs

Brandace Duncanson serves as the Director of Financial Services in the Ministry of Economic Affairs, Commonwealth of The Bahamas. Director Duncanson has experience in a broad range of matters and possesses a sound knowledge of the practice, procedures, and laws governing the financial and corporate structure in The Bahamas. Additionally, she is a trained legislative draftsperson and facilitated the preparation and drafting of a wide range of legislation on behalf of the Government of The Bahamas including, but not limited to land reform and financial services.

In her previous role as Senior Legal Counsel in the Ministry of Financial Services, Director Duncanson’s duties and responsibilities included her involvement in various substantial matters on behalf of the Government of The Bahamas, notably evaluating and making recommendations with respect to regional and global financial reporting initiatives such as the Organization for Economic Co-operation and Development (OECD) and the United States Foreign Account Tax Compliance Act (FATCA). She also served as a representative for The Bahamas Government on the Global Forum’s Automatic Exchange of Information Working Group and the OECD’s Peer Review Group.

Michael Liu
Executive Director
CIL Group Ltd.

Michael Liu founded CIL Group Ltd. in 2001, and he is a Trust and Estate Practitioner (TEP), a Certified Estate Planner in the US, the Board Director of AOA (Asia Offshore Association), and the Founder of Threshing Floor, a KaaS platform for wealth management.

CIL has its core business in the field of offshore incorporation and trust, dedicated to offering wealth management solutions in global tax and investment optimization, privacy, succession, and protection for HNWI clients. Many years of dedication made CIL become the leader in its field of practice.

Michael has been engaging in the offshore financial industry for more than 18 years. As the first professional from Mainland China who was certified with TEP, he is good at using vehicles such as incorporation, trust, foundation, insurance, loan, and anonymity to achieve goals in international trading, outbound investment, and family wealth management with privacy, succession, protection and tax-efficiency for the clients. One of Michael’s strengths is designing and employing plans for tackling CRS and FATCA issues, and global succession planning for US-related clients.

Michael is a frequent speaker and powerful trainer in various forums and has published articles in many professional publications such as China Economic Review, CBN Weekly, China Business, Global Business & Finance, Wealth Management, and China Offshore.

In 2016, Michael founded “Threshing Floor”, the no.1 KaaS (Knowledge as a Service) platform for the wealth management industry, the vision of this platform is “Connect and Empower”, i.e. connect the leaders who can impart real knowhow to help others to be successful in their real-world practice.

Frank Xie
Attorney
Shanghai Inhetrust Law Firm

Mr. Xie Peilin is a professional lawyer and a core member of Shanghai Inhetrust Law Firm. In the field of private wealth management, he possesses extensive practical experience and excels in providing one-stop cross-border legal and tax solutions for ultra-high-net-worth clients in China, particularly private entrepreneurs, based on the comprehensive service philosophy of “individual, family, and enterprise.”

Over the years of engaging in private wealth management and cross-border legal and tax services, Mr. Xie has gained profound insights into the various types of cross-border marriages among the first and second generations of Chinese private entrepreneurs. These types are triggered by foreign elements such as overseas identities, overseas assets, and cross-border investment and financing, including identity-related foreign marriages, property-related foreign marriages, marriages involving overseas settlement, and marriages involving returning to take over family businesses. He is also well-versed in the diverse needs arising from these marriages, including pre-marital legal planning and post-marital dispute resolution.

By conducting in-depth research into the marital legal systems of various Chinese and foreign jurisdictions, Mr. Xie is committed to constructing a robust shield for the marital property protection of the first and second generations of Chinese private entrepreneurs in the areas of cross-border marital property planning and cross-border divorce property disputes.

Tuifaasisina Sieni Tualega-Voorwinden
Chief Executive Officer
Samoa International Finance Authority

Mrs. Sieni Voorwinden is the Registrar of International & Foreign Companies and Chief Executive Officer of the Samoa International Finance Authority (SIFA). Established in 2005 SIFA was created as the Government’s response to the evolving global financial landscape. The Authority is mandated to provide up-to-date management solutions to investors seeking to establish and maintain beneficial structures. It is governed by a Board of Directors comprising private sector representatives.

With over 15 years of experience in international financial services, Mrs Voorwinden has played a pivotal role in developing Samoa’s international finance sector. She was instrumental in the establishment of the Samoa International Business Finance Centre Ltd. and has led reforms to modernize the international companies’ business registry, including the introduction of a paperless system that enhances service delivery and ensures data accuracy. Additionally, she actively participates in the National Working Groups to address key challenges in the Sector.

Mrs Voorwinden co-leads Samoa’s initiatives to meet OECD Global Forum standards on transparency in information exchange for tax purposes and with compliance with the FATF’s 40+ recommendations on anti-money laundering and counter-financing of terrorism (AML/CFT). She also serves as co-lead negotiator in efforts to secure Samoa’s removal from the EU Blacklist.

A qualified lawyer, Mrs. Voorwinden holds a Bachelor of Arts and a Bachelor of Laws from Auckland University, New Zealand. Her extensive expertise in compliance and business development makes her a sought-after advisor for international organizations on critical financial and regulatory issues.

Shelvin Wang
Business Director for Greater China
ENCOR Group

Shelvin serves as the Business Director for Greater China at Encor Group, bringing nearly six years of specialised expertise in cross-border investment and financing as well as corporate services. Previously, he held the position of Business Director at OCS Group, where he contributed to over 500 client projects involving corporate structuring, compliance advisory, and cross-border operational implementation.

As a key leader driving business expansion in Greater China, Shelvin is spearheading his team’s rapid growth in the domestic market. He specialises in delivering tailored corporate service solutions that help clients navigate complex cross-border operational challenges. By integrating international best practices with local insights, he provides one-stop support—including tax planning, compliance risk management, and market entry strategies—to technology startups, multinational corporations, and family offices alike.

During his tenure at Encor Group, Shelvin led multiple cross-border restructuring initiatives for key enterprises across the Asia-Pacific region. His team served clients spanning industries such as biotech, new energy, and advanced manufacturing. With a strong collaborative and client-centric approach, he is committed to building strategic bridges connecting businesses with global opportunities. Leveraging his deep understanding of the Asia-Pacific cross-business landscape, Shelvin is advancing Encor Group’s strategic presence in China through a dual-track approach that combines global resources with localised execution. He believes that effective cross-border service lies in a profound understanding of commercial realities and in creating innovative solutions that foster sustainable global competitiveness.

Edward Clark
Chief Executive Officer
Nauru Economic and Climate Resilience Citizenship Program

Edward Clark is the Chief Executive Officer of the Nauru Economic and Climate Resilience Citizenship Program. His role is to oversee the management of the Program Office to ensure it is run effectively and to the highest standards. Edward has extensive experience in the banking and financial services sector, specializing in risk, financial crime compliance, regulatory compliance, and governance.