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Hubbis will assemble an erudite and influential panel of COOs from Asia’s wealth management industry on February 17th to discuss how the private banks or EAMs they are managing are adapting to the vicissitudes of the world we all inhabit today and to the needs and expectations of Asia’s private clients. The discussion will range over the ongoing impact of the pandemic, analyse what happened in 2021, and, more importantly, hear their views on 2022 and beyond and, of course, how they are positioning their banks, their firms, their technologies and their teams to seize the opportunities ahead and overcome the inevitable challenges and surprises around the corner. Most importantly, the discussion will be driven by a focus on their increasing client-centricity, as the private banks and the independent wealth firms position themselves to cater to the current and younger generations of wealth in the region.

There is no doubt that 2021 produced another good year for the profits of the private banks and other wealth management leaders, as mainstream markets continued to perform, as investors diversified further into private and alternative assets, as more clients were inclined to test out DPM, and as robust wealth estate and legacy planning became more of a pressing need.

The discussion will focus significantly on the ongoing digital transformation of operations in the region. Digitisation has advanced further and faster than many might have anticipated, but there is still much further to go on those particular journeys as the banks and other firms position themselves for the future and younger generations of clients. But getting the selection and then the implementation of the latest digital solutions right is far from easy. As technology revolutionises the offerings and efficiencies of private wealth managers and the broad wealth management community across the region, these COOs are spending a lot of time focusing on the right strategies and processes for ensuring that curation and then implementation of the decisions are soundly based, well-judged and then executed with precision, in a timely manner and to great effect.

Talent is also a key priority for any competitors to be taken seriously in the wealth management markets, and not only do the leaders need to keep hiring the best in the market, but they also need to enhance training in order to develop skills and talent internally, and not just expertise in the products and solutions, but to also further encourage RMs and other team members to become even more client-centric, relevant, responsive and communicative. This is especially important as clients seek a more holistic wealth management proposition and as key players seek to elevate their business models well beyond the transactional, even if at the same time they are boosting their platforms and their digital user-friendliness.

Our panel of experts will cover as many of these key issues as possible on February 17th, all set against the backdrop of seizing the growth potential that is ahead in 2022 and beyond, as the world gradually shakes off the strictures of the global pandemic

Feb 17

COO leaders discuss future proofing their platforms and oper...

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

Alan Blanchard

Apiax

Long Doan

BNP Paribas

Sonjoy Phukan

Bank of Singapore

Jeffrey Wong

Hywin International

Carol Chan

Lombard Odier

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Event Agenda
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  • 3.00pm

    COO Leaders - Enhancing the Platform to grasp the huge opportunity

    • What are the key trends taking place in wealth management globally and especially in Asia, where are the biggest challenges and opportunities, and are you prepared?
    • What role will the RM play in the post-pandemic world, and how can his/her relevance and productivity be enhanced to make them more effective and to boost client outcomes and experience?
    • How are you balancing off the platform’s self-serve capabilities and the clients’ need for human connectivity and advice? How important is scalability?
    • What is coming next in the world of digital technologies and services that will further enhance the wealth management offering in the region, and how can those improve the proposition?
    • How are you making the organisation more agile?
    • How are you improving the client experience?
    • Can you clearly see how you have monetised your various digital transformations?
    • How are you dealing with huge amount of data to manage?
    • How can you align both human and digital engagement in a seamless collaboration for the delivery of optimised investment products, ideas and advice for private wealth clients?
    • Do the banks and wealth firms know enough about the vital role of data management and analytics and the application of AI and Machine Learning?
    • Do you think digital transformations will lead to easier management of compliance?
    • What do you think compliance management will look like in the future?
    • Is enough being achieved in the field of CLM/CRM to deliver personalisation, relevance, suitability and thereby achieve better levels of client loyalty?
    • Is there a sufficiently strategic approach to using digital to improve systems and processes, as well as to help these banks and private wealth management firms better engage with their clients?
    • What approaches can market players take to ongoing digital transformation? Should they build, buy, or outsource, and how can they properly assess the providers?
    • Who implements the decisions, and is enough being done to ensure the right levels of internal adoption/buy-in, and to make sure that the private clients understand the advantages and can make full use of the new and improved suite of capabilities on offer?

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Sonjoy Phukan

    Global Chief Operating Officer

    Bank of Singapore

    Carol Chan

    Chief Operating Officer, Asia

    Lombard Odier

    Long Doan

    Head of CIB Operations, Asia Pacific

    BNP Paribas

    Alan Blanchard

    Head of Business Development

    Apiax

    Jeffrey Wong

    COO

    Hywin International

  • 4.00pm

    Webinar Ends

Feb 17

COO leaders discuss future proofing their platforms and oper...

3.00pm - 4.00pm HKT/SGT

Speakers

Alan Blanchard

Apiax

Long Doan

BNP Paribas

Sonjoy Phukan

Bank of Singapore

Jeffrey Wong

Hywin International

Carol Chan

Lombard Odier

Feb 17

COO leaders discuss future proofing their platforms and oper...

3.00pm - 4.00pm HKT/SGT

Partners
Feb 17

COO leaders discuss future proofing their platforms and oper...

3.00pm - 4.00pm HKT/SGT