We were delighted to host our annual event in Zurich focusing on the opportunities in Asian wealth management.

Senior practitioners from across Europe attended and participated – including CEOs, senior management, product gatekeepers and fund selector, business heads and other professionals at European-based Family Offices, Independent / External Asset Management Companies, Private Banks and other relevant wealth management institutions. 

Many thanks again to those people who participated in and attended the event, and also to our partners.

Oct 25

Asian Wealth Management Forum 2016

Switzerland

Featured Partners
All Partners

A community of leading organisations within Asian Wealth Management

Featured speakers
All event speakers

Senior figures in Asian Wealth Management are speaking at this event

Michael Stemmle

additiv

Alessandro Caironi

Credit Suisse

Lukas Weber

Bank Vontobel

Chris Burton

Vistra

Why you should attend Hubbis events

Connect

Connectivity across Private Banking, Independent Wealth Management, Retail Banking, Asset Management, Insurance, Technology, Professional Services and other communities.

Learn

Find out how the industry can develop further & lessons it can learn from elsewhere. Improve skills and knowledge through a practical, enjoyable and interactive learning experience.

Enjoy

Hubbis events are not only consistent, relevant, engaging and unique but also highly positive, and fun experiences.

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Event Agenda
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  • 8.40am

    Registration

  • 9.00am

    Welcome Address

    Marcel Kreis

    Chairman

    Hubbis

  • 9.05am

    Panel discussion - What opportunity does Asia represent to you?

    • What’s the real growth in wealth in Asia?
    • How can you access Asia’s ever-growing numbers of HNW and UHNW?
    • Who, if anybody, has built a profitable and sustainable business in Asia?
    • What infrastructure and processes do you need to service Asia’s wealthy? 
    • How can you make the most of the offshoring of Chinese wealth?
    • What’s the role of Switzerland in Asian wealth management today?
    • Does the Swiss brand still matter to Asian clients? Should it be redefined?
    • What does this mean for the continued flow of assets to and from Asia?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    John Williamson

    Chairman

    EFG Bank

    Lukas Weber

    Chief Operating Officer, Private Banking

    Vontobel Asset Management

    Michael Benz

    Senior Advisor

    Synpulse

    Marcel Kreis

    Chairman Hubbis

    Hubbis

    Sebastian Dovey

    Ex Managing Partner

    Scorpio Partnership

  • 9.50am

    Presentation - What’s the outlook for independent wealth in Asia?

    Anthonia Hui

    Chief Executive Officer

    AL Wealth Partners

    • What does the Asian landscape look like today for independent (external) asset managers and multi-family offices?
    • How is it likely to evolve over the next 5 to 10 years?
    • What opportunities does this present to you?
  • 10.00am

    Panel discussion - The role for independents in a polarising industry

    • Where are independent asset managers and multi-family offices at in terms of awareness, understanding and penetration among Asia’s HNW and UHNW population?
    • Is there enough momentum for these segments to become more meaningful within the wider industry?
    • Is there enough support and the right service from custodians?
    • Amid efforts to bring independent players together via associations in Singapore and Hong Kong – what’s the appeal (and potential for greater collaboration) with Swiss EAMs and MFOs?
    • Will the burden of regulation and greater complexity in managing client assets prove too great for many smaller players?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Alex Borissov

    Partner

    Finaport

    Anthonia Hui

    Chief Executive Officer

    AL Wealth Partners

    Cliff Go

    Chief Executive Officer

    Swaen Capital

    Ray Soudah

    Founder

    Millenium Associates

    Bruno Patusi

    Partner , Wealth & Asset Management Leader

    EY

    Kripa Sethuraman

    Head of Family Office

    Accuro

  • 10.45am

    Presentation - Current trends in residence & citizenship planning for Asian individuals

    Jacopo Zamboni

    Manager - Key Intermediaries

    Henley & Partners

    • Why do families relocate?
    • What should HNW families consider when carrying out residence and citizenship planning?
    • Current developments in residence and citizenship programmes
  • 10.55am

    Refreshment & Networking

  • 11.20am

    Presentation - Creating robust family offices

    Jasmina Zivkovic

    Head of Institutional Sales - Europe

    Amicorp Group

    Kripa Sethuraman

    Head of Family Office

    Accuro

    • Common mistakes of family offices
    • What are the key building blocks of a family office servicing offering
  • 11.30am

    Presentation - How corporates can tap Asia’s potential

    Markus Grossmann

    Regional Managing Director

    Trident Trust

    • Why are European firms looking to Asia?
    • How should they set up their businesses in the region?
    • Virtual or physical presence
    • Comparison Hong Kong / Singapore
    • Risks and pitfalls to avoid
  • 11.40am

    Presentation - HNWI trends in Asia - a Singapore perspective

    Chris Burton

    Managing Director

    Vistra

    • Asia Pacific - regional trends
    • HNWI drivers in local markets
      -    China
      -    India
      -    Indonesia
      -    Thailand
      -    Malaysia

     

  • 11.50am

    Presentation - Is Hong Kong still competitive?

    Peter Brigham

    Director

    Rosemont

    • The reality of setting up a bank account in Hong Kong
    • The Catch 22 of doing business in Hong Kong
    • Should you look at Singapore instead?
  • 12.00pm

    Presentation - How to prevent Asian business families falling prey to common succession planning problems?

    Hans Diederen

    Head - Family Office Services

    Heritage Asset Management

    • The family business as a system
    • Why family businesses fail to do succession planning?
    • Values, vision and shared purpose
    • The importance of both family and business governance
    • The benefits of timely preparation
    • How to best approach succession planning?
  • 12.10pm

    Presentation - Establishing inbound family offices in Singapore

    Sunil Iyer

    Managing Director, Singapore

    IQEQ

    The presentation will take a look at some common considerations, including:

    • Structures used
    • Tax & regulation considerations
    • Other considerations (eg. immigration)
  • 12.20pm

    Panel discussion - Helping Asian clients address concerns over confidentiality, transparency, security and asset protection

    • What’s the impact of CRS, AEOI and tax amnesty programmes in countries like Indonesia?
    • In the face of changing regulations and the impact on the types of structures that are now relevant, how should you advise Asian clients?
    • There is a small – and closing – window of opportunity to get things in place. What do advisers and clients need to know and do?
    • How can you protect clients from excessive transparency?
    • On-boarding Asian clients – what should you be aware of?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Stephanie Jarrett

    Head of the Wealth Management Practice Group,

    Baker McKenzie

    Andri Manatschal

    Partner, International Private Wealth

    PwC

    Peter Brigham

    Director

    Rosemont

    Chris Burton

    Managing Director

    Vistra

    Markus Grossmann

    Regional Managing Director

    Trident Trust

  • 13.05pm

    Lunch

  • 13.50pm

    Panel discussion - Where in Asia should your clients invest?

    • How should you assess the different markets and asset classes in Asia?
    • Are traditional asset classes worth investing in anymore?
    • Where in Asia can we still find alpha in such challenging market conditions?
    • Private debt and other alternatives – where can you get the best returns?
    • India and China – how do we access these markets? Does anywhere else matter?
    • Which other markets in Asia offer the most potential at the moment, and why?
    • What don’t people tell you about the reality – and risks – of investing in Asia?
    • What are the key differences in processes, research, time horizon or other factors you must know about to invest in Asia?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Bryan Henning

    Consultant

    Alex Buerge

    Executive Vice President, Deputy Head of CP Investments

    Lombard Odier

    Harold Kim

    Founder and Chief Executive Officer

    Neo Risk Investment Advisors

    Alessandro Caironi

    Managing Director, Head of UHNWI

    Credit Suisse

    Andrew Hendry

    Managing Director, Asia

    Westoun Advisors

  • 14.30pm

    Presentation - Managing investment risk in Asian equities: challenges and opportunities

    Harold Kim

    Founder and Chief Executive Officer

    Neo Risk Investment Advisors

    • The challenge of managing investment risk in Asian equities has increased
    • A focus on dynamically managing risk can greatly improve returns
    • We illustrate using an example of an Asian equity portfolio
  • 14.50pm

    Presentation - Removing the funds penetration blockage in Asia

    Andrew Hendry

    Managing Director, Asia

    Westoun Advisors

    • The challenge of managing investment risk in Asian equities has increased
    • A focus on dynamically managing risk can greatly improve returns
    • We illustrate using an example of an Asian equity portfolio
  • 15.05pm

    Refreshment & Networking

  • 15.35pm

    Presentation - Investing in Vietnam

    Christine Chen

    Saigon Securities Asset Management

    Clark Advisory

    • Where are the biggest opportunities for investors in this frontier market?
    • How should they look to get access to Vietnam’s growth story?
    • What’s the potential and market outlook over the next decade?
  • 15.45pm

    Presentation - China: steady as she goes

    Benedict Yap

    Vice President, Equities Products Specialist

    Fullerton Fund Management

    • Understanding the marketplace
    • An economy in transition
    • Investment themes
  • 15.55pm

    Presentation - Getting your digital bank ready

    Mark Buesser

    Chief Executive Officer

    IMTF

    • Insights and trends of Swiss & Central European banks’ digital journey
    • Focusing on achieving client centricity and efficiency
    • Low hanging fruits of technology: ICOS/2 
    • Aligning your strategy to succeed in the digital space 
  • 16.05pm

    Panel discussion - What are the opportunities as Asian wealth management firms become more digital?

    • Everyone in Asia is talking about ‘going digital’ – but what’s really happening?
    • Who is winning the digital race?
    • How is China leading the way?
    • What does the future beckon for fintechs?
    • What’s the likely influence of robo-advisers in Asia?
    • What is the scope for Swiss-based technology vendors to access the Asian wealth management space? 
    • How should they approach this opportunity?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Francisco Fernandez

    Chief Executive Officer

    Avaloq

    Ralph Mogicato

    Entrepreneur, Independent Senior Advisor, Professional Board Member, Angel Investor

    Swiss ICT Investor Club

    Michael Stemmle

    Chief Executive Officer

    additiv

    Mark Buesser

    Chief Executive Officer

    IMTF

  • 16.50pm

    Presentation - Access to the Singapore market: a regulatory introduction

    Rolf Haudenschild

    Co-Founder, Head of Regulatory & Risk Services

    Ingenia Consultants

    • The regulatory environment in Singapore
    • Licensing for financial advice, discretionary asset management, and banking
    • Cross-border access
  • 17.00pm

    Forum End

Oct 25

Asian Wealth Management Forum 2016

Switzerland

Speakers

Michael Stemmle

additiv

Alessandro Caironi

Credit Suisse

Lukas Weber

Bank Vontobel

Chris Burton

Vistra

Markus Grossmann

Trident Trust

Alex Buerge

Lombard Odier

Sunil Iyer

IQEQ

Hans Diederen

Heritage Asset Management

Harold Kim

Neo Risk Investment Advisors

Benedict Yap

Fullerton Fund Management

Kees Stoute

EFG Bank

Christine Chen

Clark Advisory

Cliff Go

Swaen Capital

Andrew Hendry

Westoun Advisors

John Williamson

EFG Bank

Anthonia Hui

AL Wealth Partners

Marcel Kreis

Hubbis

Andri Manatschal

PwC

Jacopo Zamboni

Henley & Partners

Jasmina Zivkovic

Amicorp Group

Alex Borissov

Finaport

Michael Benz

Synpulse

Francisco Fernandez

Avaloq

Bruno Patusi

EY

Rolf Haudenschild

Ingenia Consultants

Sebastian Dovey

Scorpio Partnership

Ralph Mogicato

Swiss ICT Investor Club

Bryan Henning

Ray Soudah

Millenium Associates

Kripa Sethuraman

Accuro

Peter Brigham

Rosemont

Stephanie Jarrett

Baker McKenzie

Mark Buesser

IMTF

Oct 25

Asian Wealth Management Forum 2016

Switzerland

Partners

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Oct 25

Asian Wealth Management Forum 2016

Switzerland