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.
Asian Wealth Management Forum 2016
Switzerland
A community of leading organisations within Asian Wealth Management
Senior figures in Asian Wealth Management are speaking at this event
Bryan Henning
Kripa Sethuraman
Anthonia Hui
AlTi Tiedemann Global
Jasmina Zivkovic
Amicorp Group
Francisco Fernandez
Avaloq
Stephanie Jarrett
Baker McKenzie
Lukas Weber
Bank Vontobel
Christine Chen
Clark Advisory
Why you should attend Hubbis events
Experience our latest event for yourself
INDEPENDENT WEALTH MANAGEMENT FORUM - Singapore 2024
Switzerland
Hubbis was delighted to host the 2024 Independent Wealth Management Forum in Singapor...
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8.40am
Registration
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9.00am
Welcome Address
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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
Speakers
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9.50am
Presentation - What’s the outlook for independent wealth in Asia?
- 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?
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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
Speakers
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10.45am
Presentation - Current trends in residence & citizenship planning for Asian individuals
- Why do families relocate?
- What should HNW families consider when carrying out residence and citizenship planning?
- Current developments in residence and citizenship programmes
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10.55am
Refreshment & Networking
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11.20am
Presentation - Creating robust family offices
- Common mistakes of family offices
- What are the key building blocks of a family office servicing offering
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11.30am
Presentation - How corporates can tap Asia’s potential
- 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
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11.40am
Presentation - HNWI trends in Asia - a Singapore perspective
- Asia Pacific - regional trends
- HNWI drivers in local markets
- China
- India
- Indonesia
- Thailand
- Malaysia
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11.50am
Presentation - Is Hong Kong still competitive?
- 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?
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12.00pm
Presentation - How to prevent Asian business families falling prey to common succession planning problems?
- 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?
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12.10pm
Presentation - Establishing inbound family offices in Singapore
The presentation will take a look at some common considerations, including:
- Structures used
- Tax & regulation considerations
- Other considerations (eg. immigration)
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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
Speakers
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1.05pm
Lunch & Networking
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1.50pm
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
Speakers
Bryan HenningWealth Consultant
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2.30pm
Presentation - Managing investment risk in Asian equities: challenges and opportunities
- 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
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2.50pm
Presentation - Removing the funds penetration blockage in Asia
- 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
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3.05pm
Refreshment & Networking
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3.35pm
Presentation - Investing in Vietnam
- 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?
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3.45pm
Presentation - China: steady as she goes
- Understanding the marketplace
- An economy in transition
- Investment themes
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3.55pm
Presentation - Getting your digital bank ready
- 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
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4.05pm
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
Speakers
Ralph MogicatoEntrepreneur, Independent Senior Advisor, Professional Board Member, Angel Investor
Swiss ICT Investor Club
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4.50pm
Presentation - Access to the Singapore market: a regulatory introduction
- The regulatory environment in Singapore
- Licensing for financial advice, discretionary asset management, and banking
- Cross-border access
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5.00pm
Forum Ends
Asian Wealth Management Forum 2016
Switzerland
Bryan Henning
Kripa Sethuraman
Anthonia Hui
AlTi Tiedemann Global
Jasmina Zivkovic
Amicorp Group
Francisco Fernandez
Avaloq
Stephanie Jarrett
Baker McKenzie
Lukas Weber
Bank Vontobel
Christine Chen
Clark Advisory
Alessandro Caironi
Credit Suisse
John Williamson
EFG International
Kees Stoute
EFG International
Bruno Patusi
EY
Alex Borissov
Finaport
Benedict Yap
Fullerton Fund Management
Jacopo Zamboni
Henley & Partners
Hans Diederen
Heritage Asset Management
Marcel Kreis
Hubbis
Mark Buesser
IMTF
Sunil Iyer
IQ-EQ
Rolf Haudenschild
Ingenia Consultants
Alex Buerge
Lombard Odier
Ray Soudah
Millenium Associates
Harold Kim
Neo Risk Investment Advisors
Andri Manatschal
PwC
Peter Brigham
Rosemont
Sebastian Dovey
Scorpio Partnership
Cliff Go
Swaen Capital
Ralph Mogicato
Swiss ICT Investor Club
Michael Benz
Synpulse
Markus Grossmann
Trident Trust
Chris Burton
Vistra Private Wealth
Andrew Hendry
Westoun Advisors
Michael Stemmle
additiv
Asian Wealth Management Forum 2016
Switzerland