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.
Asian Wealth Management Forum 2016
Island Shangri-La, Hong Kong
A community of leading organisations within Asian Wealth Management
Senior figures in Asian Wealth Management are speaking at this event
Rohit Bhuta
Steffen Schade
AIA
Arjan de Boer
ANZ Private Bank
David Varley
AXA
Anthonia Hui
AlTi Tiedemann Global
Seamus Donoghue
Allocated Bullion Solutions
Peter Golovsky
Amicorp Group
Eleanor Wan
BEA Union Investment
Why you should attend Hubbis events
Experience our latest event for yourself
PHILIPPINES WEALTH MANAGEMENT FORUM 2024
Island Shangri-La, Hong Kong
We were delighted to host our annual PHILIPPINES WEALTH MANAGEMENT FORUM on Wednesday 20t...
read moreGet involved in Hubbis events
-
8.40am
Registration
-
9.00am
Welcome Address
-
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
Speakers
-
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
Speakers
Freeman TsangDirector 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
- 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
- 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
- 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
- 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
- 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?
-
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
Speakers
-
12.50pm
Lunch & Networking
-
1.35pm
Presentation - Investment products - distribution solutions
- Derivatives and structured investment products marketplace – and Numerix
- Integrated risk management for buy-side institutions
- Benefits of straight-through-processing and automation
-
1.45pm
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
Speakers
-
2.20pm
Presentation - Residence and citizenship planning for Asian families - an overview
- Why do families relocate?
- What should HNW families consider when carrying out residence and citizenship planning?
- Current developments in residence and citizenship programmes
-
2.30pm
Head - to - Head Q & A - How you can make learning and professional development more interesting and effective
- 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?
-
2.40pm
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
Speakers
-
3.20pm
Refreshment & Networking
-
3.45pm
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
Speakers
-
4.25pm
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
Speakers
Shanker IyerIndependent Financial Advisor
-
5.05pm
Forum Ends
Asian Wealth Management Forum 2016
Island Shangri-La,Hong Kong
Rohit Bhuta
Steffen Schade
AIA
Arjan de Boer
ANZ Private Bank
David Varley
AXA
Anthonia Hui
AlTi Tiedemann Global
Seamus Donoghue
Allocated Bullion Solutions
Peter Golovsky
Amicorp Group
Eleanor Wan
BEA Union Investment
Harmen Overdijk
Caidao Wealth
Roger Bacon
Citi Private Bank
Michael Levin
Credit Suisse Asset Management
Eric Lu
Deloitte
Albert Chiu
EFG Bank
Kees Stoute
EFG Bank
Jessica Cutrera
EXS Capital
Jan Bellens
EY
Jeroen Buwalda
EY
Ronald Lee
Goldman Sachs
Malik Sarwar
HSBC Bank
Jennifer Lai
Henley & Partners
Marcel Kreis
Hubbis
Shanker Iyer
Independent Financial Advisor
Antoine Candiotti
Indosuez Wealth Management
Abhra Roy
Infosys Finacle
Philippe Legrand
LCA Solutions
Freeman Tsang
Legg Mason Global Asset Management
Wing Chan
Morningstar
Norman Chan
NAB Private Wealth Advisory
Aksel Kitowski
Numerix
Pius Zgraggen
OLZ & Partners
Gaurav Kumar
Principal Global Investors
Diamond Lee
Quilter International
Sameer Chishty
Streeton Partners
Riccardo Lehmann
Swiss-Asia Capital
Damien Ryan
Teneo
Peter McMillan
Thomson Reuters
Xavier Burkhardt
Tikehau Capital
Lonnie Howell
UCAP Asset Management
Roger Steel
Willis Towers Watson
Richard Collis
Willis Towers Watson
Eli Bitan
Wingate Asset Management
Asian Wealth Management Forum 2016
Island Shangri-La,Hong Kong