We were delighted to host our 6th annual event in Hong Kong for the regional wealth management industry. Around 300 senior individuals attended – including CEOs, senior management, product gatekeepers and business unit heads in technology, compliance, operations, risk and advisory from the leading Private Banks, Retail Banks, IFAs, Family Offices, Insurance Companies, and other Independent Wealth Management Firms. Many thanks again to those people who participated in and attended the event, and also to our partners.

Feb 23

Asian Wealth Management Forum 2016

Island Shangri-La, Hong Kong

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

Sameer Chishty

Streeton Partners

Harmen Overdijk

Caidao Wealth

David Varley

AXA

Arjan de Boer

ANZ Private Bank

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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Experience our latest event for yourself

Middle East Wealth Management Forum 2020

Island Shangri-La, Hong Kong

We were delighted to host our 5th annual Middle East Wealth Management Forum in Dubai....

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2021 event schedule.

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Event Agenda
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  • 8.40am

    Registration

  • 9.00am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.10am

    Panel discussion - Re-inventing the business of wealth management in Hong Kong

    • What’s the right value proposition in a more complex and challenging world?
    • Which client segments should you focus on to be profitable?
    • How can you make the most of the offshoring of Chinese wealth?
    • Increasing competency – how do we enhance capability and capacity in Asian wealth management? Is there enough expertise in local banks to build viable propositions?
    • What is the impact of transparency and tax initiatives such as FATCA and CRS on the advice you now need to give your clients? And which clients can you now even onboard?
    • How can Hong Kong become a more important global wealth management hub? What should the regulators do to facilitate the further development of the industry?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Ron Lee

    Head of Private Wealth Management, Asia Pacific

    Goldman Sachs

    Jan Bellens

    Global Emerging Markets Leader, Banking & Capital Markets

    EY

    Philippe Legrand

    Chief Executive Officer and Founder

    LCA Solutions

    Antoine Candiotti

    Chief Executive, Hong Kong

    Indosuez Wealth Management

    Lonnie Howell

    Chairman

    UCAP Asset Management

    Albert Chiu

    Chief Executive, Asia Pacific Region

    EFG Bank

  • 9.55am

    Panel discussion - ‘Advice’ - what does it really mean in Asia?

    • The short term investment mind-set in Asia – who is at fault? The bank, the RM, the client, or the regulator?
    • Is there any point talking about the concept of offering advice and being needs-based - when we don’t do this in reality?
    • Will clients ever alter their behaviour if you sell to them in a different way?
    • Is the model wrong? How could it be fixed?
    • What can be done to engender more trust within the relationship?
    • Sales of funds to retail investors and HNW are not very sticky. If there was a genuine outcome-focused and needs-based approach by banks to conversations with their clients, a win-win relationship for all parties would be more likely. How can we make this happen?
    • The vast majority of retail / HNW money still sits in cash, with distributors unsuccessful in persuading investors to buy into longer-term investments. How can we change the mind-sets, conversations and sales processes to further accelerate the engagement of suitable investment products?

     

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Roger Bacon

    Managing Director, Head of Investments for Asia Pacific

    Citi Private Bank

    Anthonia Hui

    Chief Executive Officer

    AL Wealth Partners

    Gaurav Kumar

    Managing Director, Head of Fund Distribution for the Middle East & Southeast Asia

    Principal Global Investors

    Malik Sarwar

    Global Head of Sales Management, Group Wealth Management

    HSBC Bank

    Arjan de Boer

    Managing Director, Head of Private Banking North Asia

    ANZ Private Bank

    Freeman Tsang

    Director of Business Development, Head of China and Hong Kong

    Legg Mason Global Asset Management

  • 10.40am

    Head - to - Head Q & A - Singapore as a hub for independent wealth in Asia

    Anthonia Hui

    Chief Executive Officer

    AL Wealth Partners

    • Who is AIAM Singapore?
    • Value-add to members
    • The role of AIAM in the industry and with the regulators
  • 10.50am

    Presentation - The future of fiduciary services in private banking

    Peter Golovsky

    Managing Director, Global Head of Institutional Sales

    Amicorp Group

    • State of play in the global trust industry
    • Factors driving industry change
    • Banks at a tipping point - strategic options and choices around delivering fiduciary services
    • Opportunities and challenges from global tax transparency, FATCA, CRS
  • 11.00am

    Refreshment & Networking

  • 11.30am

    Presentation - Wealth management for the digital age customer

    Abhra Roy

    Head, Finacle Wealth Management Solution

    Infosys Finacle

    • With rapidly changing customer choices and needs and unassailable digitsation, the wealth management industry will need to evolve towards truly customer centric, technology-based and service-driven value propositions
    • This presentation looks at wealth management for the digital age customer - what is it, what it is not and how it will require transformations at the fundamental level for organisations to be truly digital?
  • 11.40am

    Presentation - Gold - wholesale markets are broken

    Seamus Donoghue

    Vice President of Business Development

    Allocated Bullion Solutions

    • Retail markets are electronic while wholesale markets have failed to keep up
    • Trading physical vs financial gold
    • What drives private banks to choose financial over physical gold
    • The opportunity - private banks and gold
  • 11.50am

    Presentation - China in transition - headwinds and opportunities

    Diamond Lee

    Portfolio Manager

    Quilter International

    • Outlook for the renminbi and the potential impact on the Chinese market and economy
    • What to expect next and catalysts that will make us more bearish/bullish
    • Potential areas for alpha generation in 2016
  • 12.00pm

    Head - to - Head Q & A - Has anything really changed in private banking in Asia?

    Marcel Kreis

    Chairman

    Hubbis

  • 12.10pm

    Panel discussion - The role for independents in a polarising industry

    • Where are independent asset managers and multi-family offices at in Asian wealth management?
    • Is there enough momentum for these segments to become more meaningful in the wider industry?
    • How can we create a clearer and more defined value proposition? For the benefit of clients and all other stakeholders – and to help grow the industry with capable practitioners.
    • Will the burden of regulation prove too great for many smaller players?
    • Amid efforts to bring independent players together via associations in Singapore and more recently in Hong Kong – how can we attract more private bankers to grow the segment?
    • How do business models need to develop from here?

     

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Jessica Cutrera

    Founding Partner, Managing Director

    EXS Capital

    Rohit Bhuta

    Chief Executive Officer

    Crossinvest

    Eli Bitan

    Director

    Wingate Asset Management

    Eleanor Wan

    Chief Executive Officer

    BEA Union Investment

    Harmen Overdijk

    Managing Partner

    Caidao Wealth

    Riccardo Lehmann

    Managing Director

    Swiss-Asia Capital

  • 12.50pm

    Lunch

  • 13.35pm

    Presentation - Investment products - distribution solutions

    Aksel Kitowski

    Account Director

    Numerix

    • Derivatives and structured investment products marketplace – and Numerix
    • Integrated risk management for buy-side institutions
    • Benefits of straight-through-processing and automation
  • 13.45pm

    Panel discussion - Digital smokescreen

    • Everyone is talking about ‘going digital’ – but are they really doing anything?
    • Do most fintechs have any real substance? Who will survive and thrive?
    • Will this have any impact on your existing business?
    • What’s the likely influence of robo-advisers?
    • How should established wealth management institutions work with fintechs?
    • Are there any consequences of falling behind in the digital race?

     

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Jeroen Buwalda

    Partner, APAC Wealth and Asset Management Advisory Lead

    EY

    Peter McMillan

    Head of Wealth Management, Asia

    Thomson Reuters

    Sameer Chishty

    Partner, Head of Global Wealth Management Practice

    Bain & Company

  • 14.20pm

    Presentation - Residence and citizenship planning for Asian families - an overview

    Jennifer Lai

    Managing Partner, Head of North Asia

    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
  • 14.30pm

    Head - to - Head Q & A - How you can make learning and professional development more interesting and effective

    Kees Stoute

    Chief Executive Officer, North Asia

    EFG Bank

    • What is the purpose of Learning & Development (L&D)?
    • Is it possible to learn to become a good wealth manager?
    • What is effective L&D?
    • What are the conditions for L&D to be interesting and effective?
    • What are the main L&D challenges in the industry?
  • 14.40pm

    Panel discussion - Insurance: making the most of the China opportunity

    • What’s the opportunity that China represents to insurance companies?
    • How do you play a role as more Chinese wealth moves offshore in search of protection and other wealth solutions?
    • What’s the right product and proposition?
    • What role does digital play?
    • What are the challenges?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Roger Steel

    President, New Markets and Business Development

    Sun Life Financial

    David Varley

    Head of High Net Worth - Asia

    AXA

    Eric Lu

    Principal, Life Actuarial Practice, China

    Deloitte

    Richard Collis

    Managing Director, Risk Consulting & Software, Asia Pacific

    Willis Towers Watson

  • 15.20pm

    Refreshment & Networking

  • 15.45pm

    Panel discussion - Product manufacturers and product gatekeepers - do we need to change the rules of the game?

    • How can asset management firms make the most of the growth in wealth in Asia? And especially the extent and size of the potential that China represents?
    • Markets in 2016 look like being shaky and uncertain at best – what does this mean for your offering for your clients?
    • How will the active/passive mix change? And what does this mean for the industry?
    • With a seemingly ever-growing number of fund houses vying for market share in Asia – what can these firms do to improve and differentiate their sales force effectiveness and productivity, the client experience, and product development and marketing?
    • Is there still room for so many product providers?
    • Do fund managers need to change the way they engage, support and communicate with fund gatekeepers?
    • Given the various – and often overlapping – distribution channels, what are some of the innovative ways asset management firms can evolve their offering?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Pius Zgraggen

    Chief Executive Officer

    OLZ & Partners

    Norman Chan

    Investment Director

    NAB Private Wealth Advisory

    Wing Chan

    Director of Manager Research, Asia

    Morningstar

    Michael Levin

    Head of Asset Management, Asia Pacific

    Credit Suisse Asset Management

  • 16.25pm

    Panel discussion - Communication - how can we do it better?

    • How can we better understand and respond to the needs of our clients?
    • How can we communicate digitally with our clients?
    • Why do we feel we must create our own content? Surely there is too much?
    • What content works and how is it used?
    • What does client education mean today?
    • How do we reach the end client? Get new clients?

     

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Marcel Kreis

    Chairman Hubbis

    Hubbis

    Steffen Schade

    Director of Distribution Platforms

    AIA

    Shanker Iyer

    Executive Chairman, Asia

    IQEQ

    Damien Ryan

    CEO, Asia-Pacific Strategy & Communications Advisory

    Teneo

  • 17.05pm

    Forum End

Feb 23

Asian Wealth Management Forum 2016

Island Shangri-La,Hong Kong

Speakers

Sameer Chishty

Streeton Partners

Harmen Overdijk

Caidao Wealth

David Varley

AXA

Arjan de Boer

ANZ Private Bank

Anthonia Hui

AL Wealth Partners

Eleanor Wan

BEA Union Investment

Roger Steel

Willis Towers Watson

Philippe Legrand

LCA Solutions

Antoine Candiotti

Indosuez Wealth Management

Rohit Bhuta

Crossinvest

Steffen Schade

AIA

Eric Lu

Deloitte

Seamus Donoghue

Allocated Bullion Solutions

Damien Ryan

Teneo

Jennifer Lai

Henley & Partners

Gaurav Kumar

Principal Global Investors

Peter McMillan

Thomson Reuters

Albert Chiu

EFG Bank

Peter Golovsky

Amicorp Group

Diamond Lee

Quilter International

Lonnie Howell

UCAP Asset Management

Eli Bitan

Wingate Asset Management

Riccardo Lehmann

Swiss-Asia Capital

Freeman Tsang

Legg Mason Global Asset Management

Pius Zgraggen

OLZ & Partners

Richard Collis

Willis Towers Watson

Marcel Kreis

Hubbis

Roger Bacon

Citi Private Bank

Michael Levin

Credit Suisse Asset Management

Jeroen Buwalda

EY

Ronald Lee

Goldman Sachs

Norman Chan

NAB Private Wealth Advisory

Wing Chan

Morningstar

Jessica Cutrera

EXS Capital

Malik Sarwar

HSBC Bank

Abhra Roy

Infosys Finacle

Jan Bellens

EY

Shanker Iyer

IQEQ

Xavier Burkhardt

Tikehau Capital

Aksel Kitowski

Numerix

Kees Stoute

EFG Bank

Feb 23

Asian Wealth Management Forum 2016

Island Shangri-La,Hong Kong

Partners

gold

silver

bronze

Feb 23

Asian Wealth Management Forum 2016

Island Shangri-La,Hong Kong