Agenda at a glance
8.40am
Registration
9.00am
Welcome Address
9.05am
Panel Discussion
In the transparent and complex world we now live in, what value do clients expect from us?
9.50am
Presentation
Flexible solutions to meet evolving client’s needs
10.00am
Presentation
CRS - what does it mean to you and your clients?
10.10am
Presentation
Investor migration and the rise of the global citizen
10.20am
Presentation
Meeting the changing needs of today’s clients
10.30am
WealthTalk
MiFID 2 – the impact in Asia
10.40am
Refreshment & Networking
11.05am
WealthTalk
Are existing business models up to the challenges they face?
11.15am
Panel Discussion
Industry debate: Boutique Wealth Managers vs Big Private Banks. Who is best?
12.00pm
WealthTalk
Lessons learned from the EFG-BSI integration
12.10pm
Presentation
The digital transformation – from buzzwords to business
12.20pm
Presentation
How Asian bonds enhance fixed income portfolios
12.35pm
Presentation
12.35pm
Lunch & Networking
1.20pm
Panel Discussion
How do we deliver relevant insurance solutions for our clients?
2.00pm
WealthTalk
Developments in universal life contracts
2.10pm
WealthTalk
The fourth digital revolution in wealth management: information
2.20pm
WealthTalk
Financial wellness and inclusion
2.30pm
WealthTalk
The demise of retail asset-allocation advisory
2.40pm
Presentation
The quest for client loyalty and value: re-assessing the digital landscape
2.50pm
WealthTalk
Smart beta: active versus passive investing
3.00pm
Refreshment & Networking
3.25pm
Head - to - Head Q & A
Finding the right technology partner
3.35pm
Panel Discussion
Will we be able to change our own mind-set – and that of our clients – and focus on long-term goals and portfolio construction?
4.20pm
Panel Discussion
How will you deliver investment performance and client expectations in 2H 2017?
5.05pm
Forum Ends