Agenda at a glance
8.40am
Registration
9.00am
Welcome Address
9.05am
Panel Discussion
A thriving independent community in Hong Kong
9.55am
Presentation
When you leave a bank – what does it take to survive and succeed as an Independent Wealth Manager?
10.10am
Presentation
How is the Independent model in Hong Kong developing?
10.25am
Presentation
Using HNW insurance solutions for liquidity planning and guaranteed returns
10.40am
Presentation
Flexible solutions to meet HNW’s needs
10.55am
Refreshment & Networking
11.20am
Panel Discussion
Connectivity with China
11.55am
Presentation
New vehicles for Singapore funds
12.05pm
Presentation
Digital delivery of wealth management - the era of the platform?
12.15pm
Presentation
A deep dive into HNW entrepreneurs in Asia
12.25pm
Presentation
The changing landscape
12.35pm
Presentation
Why risk-focused investing is a better way to build a portfolio
12.50pm
Presentation
How is the Independent model in Singapore developing?
1.05pm
Lunch & Networking
1.50pm
Panel Discussion
Technology, Platforms and Fintech
2.40pm
Presentation
What do you do when your clients die?
2.55pm
Presentation
How to protect your wealth with gold
3.10pm
Presentation
The Crypto Asset Market – Boom or Bust?
3.25pm
Refreshment & Networking
3.50pm
Presentation
Our Investment philosophy and process
4.05pm
Presentation
The minnow and the whale
4.15pm
Panel Discussion
How do you deliver long-term investment performance to your clients?
5.15pm
Forum Ends
Workshops
11.20am
Workshop
Delivering wealth management via a digital platform
13.50pm
Workshop
Risk-focused investing: a deeper dive
14.40pm
Workshop
Interactive Brokers for Advisors and Wealth Managers