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Hubbis will assemble an erudite and influential panel of COOs from Asia’s wealth management industry on October 12 to discuss how the private banks and/or EAMs adapting their platforms to cater to the needs and expectations of their target private clients.

The experts will set the scene for the development of the wealth markets in Asia, and offer their views on what they have accomplished in 2023, what they plan to focus on in 2024, 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.

The discussion will cover how the platforms can deliver the right investor experience and array of assets to these private investors, especially as HNW and particularly UHNW investors diversify portfolios into a more interesting array of markets, geographies, private and alternative assets, and even digital assets. They will also discuss how the right platform can bring clients the right experience and boost client ‘stickiness’ and draw in more AUM.

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.

Oct 12

COOs – Strategies to Enhance the Platform

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

Ralf Huber

Apiax

Kees Stoute

EFG International

Julian Lim

Hywin International

Yash Shah

Synpulse

Jerome Thuillier

UBP

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Event Agenda
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  • 3.00pm

    COOs – Strategies to enhance the platform

    • 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?
    • How can the new wealth model align both the human and digital in a seamless collaboration for the delivery of optimised investment products, ideas and advice for private wealth clients?
    • How are the banks and EAMs making their organisations more agile?
    • 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 do you secure and retain the best talent?
    • How do the banks interface with the expanding IAM/EAM community, and what sorts of relationships are being built and how?
    • 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?
    • 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?
    • 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?
    • How do the private banks and retail banks make the right decisions, firstly around the best areas to focus on, and then around the optimal solutions to adopt and which technology partners to work with?
    • What approaches does the panel consider the market players should 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?
    • What is your vision for wealth management in Asia?
    • How are wealth management firms dealing with the more demanding regulatory requirements around suitability and ESG?
    • How are you ensuring that all investment products offered on platforms to private wealth clients are compliant with relevant regulations and are aligned with their investment objectives?
    • In the context of asset diversification, how does your institution ensure compliance with various asset types, including digital assets, and maintain a seamless investor experience?
    • How do private banks and wealth management firms prioritize compliance and regulations when developing and implementing new digital technologies and services? Are there specific measures in place to ensure that these solutions are fully compliant with all relevant laws and regulations?
    • What measures do you have in place to ensure that all staff members are trained and knowledgeable about relevant regulations and compliance requirements?

    Speakers

    Ralf Huber

    Co-Founder & CRO

    Apiax

    Kees Stoute

    Regional Private Banking Chief Operating Officer

    EFG International

    Yash Shah

    Partner

    Synpulse

    Jerome Thuillier

    Managing Director - COO, Singapore

    UBP

    Julian Lim

    Head of Legal and Compliance

    Hywin International

  • 4.00pm

    Webinar Ends

Oct 12

COOs – Strategies to Enhance the Platform

3.00pm - 4.00pm HKT/SGT

Speakers

Ralf Huber

Apiax

Kees Stoute

EFG International

Julian Lim

Hywin International

Yash Shah

Synpulse

Jerome Thuillier

UBP

Oct 12

COOs – Strategies to Enhance the Platform

3.00pm - 4.00pm HKT/SGT

Partners
Oct 12

COOs – Strategies to Enhance the Platform

3.00pm - 4.00pm HKT/SGT