A gradual but extremely important shift is underway in the approach of Asia’s wealth management community as private banks, and independent asset management firms strive to boost the prevalence of discretionary portfolio management (DPM) and advisory solutions and thereby decrease their traditional reliance on transactional revenues, which can be fickle and difficult to predict, and which can easily dry up in very difficult market conditions.

Specifically, changes in investor appetite for different asset classes, regulatory reform, persistent market volatility, the gradual evolution of the advisory model in the region, and incremental growth in demand for longer-term investment strategies, as well as a growing inclination for a greater allocation to private and alternative assets, are among the key drivers towards more managed accounts and discretionary portfolios playing a more prominent role for Asian private clients going forward.

This evolution offers an unprecedented opportunity to change the way the industry engages with their clients, but to be realistic it is only taking place very slowly in Asia, as Asian private clients have long preferred to control their investments and have a predilection not to pay for financial advice. However, this does not deter the wealth management community, who believe that Asia can ultimately emulate the successful DPM and advisory model in Switzerland and Europe.

The Hubbis Digital Dialogue of Thursday, October 1 will debate these matters, and many more as a panel of genuine experts assemble for what will be a fascinating ‘virtual’ discussion.

Oct 1

Converting Asia’s Clients to the Logic of DPM

3.00pm - 4.00pm HKT/SGT

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A community of leading organisations within Asian Wealth Management

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Senior figures in Asian Wealth Management are speaking at this event

Jean-Louis Nakamura

Lombard Odier

David Lai

Premia Partners

Matthew Tham

BNP Paribas Wealth Management

Gary Dugan

The Global CIO Office

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Event Agenda
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  • 15.00pm

    Converting Asia’s Clients to the Logic of DPM

    • What are the core reasons that Asia’s private clients should embrace the DPM proposition?
    • Is DPM growing in Asia, at what pace and what are the hindrances?
    • Can Asia’s private clients relinquish more control of their investments to the professional asset management community?
    • What evidence is there that DPM outperforms and therefore offers private clients the right proposition?
    • Who is winning the DPM race - the global private banks, the boutique and regional private banks, or the IAMs/EAMs?
    • Is this only an offshore WM development or is the logic of DPM also winning through in the region's onshore markets?
    • Specifically, what are the typical basic terms of a DPM mandate?
    • What types of DPM portfolios are on offer?
    • How do the clients engage with the banks and firms handling their DPM mandates?
    • Has the pandemic enhanced the logic for DPM and engagement with DPM by Asia’s private clients?

    Moderator

    Mark Smallwood

    CEO

    Rapier Consulting

    Speakers

    Matthew Tham

    Head of Discretionary Portfolio Management

    BNP Paribas Wealth Management

    Jean-Louis Nakamura

    Chief Investment Officer, Asia Pacific - Chief Executive Officer, Hong Kong

    Lombard Odier

    David Lai

    Partner & Co-Chief Investment Officer

    Premia Partners

    Gary Dugan

    Chief Executive Officer

    The Global CIO Office

  • 16.00pm

    Webinar Ends

Oct 1

Converting Asia’s Clients to the Logic of DPM

3.00pm - 4.00pm HKT/SGT

Register
Speakers

Jean-Louis Nakamura

Lombard Odier

David Lai

Premia Partners

Matthew Tham

BNP Paribas Wealth Management

Gary Dugan

The Global CIO Office

Oct 1

Converting Asia’s Clients to the Logic of DPM

3.00pm - 4.00pm HKT/SGT

Register
Partners

platinum

Oct 1

Converting Asia’s Clients to the Logic of DPM

3.00pm - 4.00pm HKT/SGT

Register