We were delighted to host our annual Digital Wealth event in Hong Kong – at a time when financial institutions are re-assessing their strategies and engagement of all kinds of technology.

Around 200 CEOs, COOs, heads of technology / digital, and other senior practitioners attended – from a mix of Private Banks, Retail Banks, Insurance Companies, Independent Firms & Family Offices, Asset Management Companies, and IFAs.

Many thanks again to those people who participated in and attended the event, and also to our partners.

Nov 10

Digital Wealth - Asia 2016

W Hotel, Hong Kong

Featured Partners
All Partners

A community of leading organisations within Asian Wealth Management

Featured speakers
All event speakers

Senior figures in Asian Wealth Management are speaking at this event

Eric Ben-Artzi

BondIT

Mathias Helleu

8 Securities

Frank Troise

Leonteq Securities

Salomon Wettstein

Synpulse

Why you should attend Hubbis events

Connect

Connectivity across Private Banking, Independent Wealth Management, Retail Banking, Asset Management, Insurance, Technology, Professional Services and other communities.

Learn

Find out how the industry can develop further & lessons it can learn from elsewhere. Improve skills and knowledge through a practical, enjoyable and interactive learning experience.

Enjoy

Hubbis events are not only consistent, relevant, engaging and unique but also highly positive, and fun experiences.

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Event Agenda
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  • 8.40am

    Registration

  • 9.00am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.05am

    Keynote Address - Digibank India - revolutionising a market

    Olivier Crespin

    Chief Fintech Officer

    CIMB

    • What went into creating India's first mobile-only bank?
    • What does this mean for the future of digital wealth?
    • What’s next for DBS in digital banking in Asia?
  • 9.20am

    Panel discussion - The role of digital and fintech in the future of wealth management

    • What should CEOs be thinking about today?
    • What is your digital strategy?
    • How will you change the client experience?
    • Does anyone have a clear and differentiated digital strategy?
    • How can we ‘walk the talk’?
    • What’s the potential and impact of Artificial Intelligence in the future?
    • What’s the real priority when investing in technology?
    • How do we measure the success of our digital wealth initiatives?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Terence Tam

    Executive Director, Head of Wealth Management Technology, Asia ex-Japan, Global Information Technology Division

    Nomura

    Damien Mooney

    Managing Director, Head of Aladdin Wealth Tech for Asia Pacific within BlackRock Solutions

    BlackRock

    Michael Leung

    Chief Information & Operations Officer

    China CITIC Bank International

    Eric Ben-Artzi,

    Head of Risk Analytics

    BondIT

    Steve Monaghan

    Regional Director - Head of Edge (Group Innovation)

    AIA

    Frank Troise

    Managing Director, Head of Digital Distribution (Asia)

    Leonteq Securities

  • 10.05am

    Head - to - Head Q & A - Bringing people into the digital age

    Hans Peter Wolf

    Chief Executive Officer & Founder

    Appway

    • How do we do this?
    • What are the opportunities and challenges?
  • 10.15am

    Presentation - Wealth management for the digital age customer

    Abhra Roy

    Head, Finacle Wealth Management Solution

    Infosys Finacle

    • With rapidly-changing customer needs and unassailable digitisation, the wealth management industry needs to evolve towards a truly customer centric, technology-based and service-driven value proposition
    • This presentation explores the agents of change and the transformations in the financial services and wealth management spaces for the digital age customer
  • 10.25am

    Refreshment & Networking

  • 10.55am

    Panel discussion - Change management or change the management?

    • Do we have the right mind-set to foster and drive change? 
    • Who’s got it right so far? And who hasn’t?
    • What do you need to do to motivate and infect large numbers of people in your organisation with the digital ‘bug’?
    • How do we go from planning to innovation to transformation?
    • Do it yourself, or get help from outside?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Michael Haupt

    Chief Operating Officer, Investment Advisor, Asia Pacific

    Vontobel Asset Management

    Yai Sukonthabhund

    Chief Executive Officer

    Crossbridge Capital

    Loic Wymann

    Partner

    Orbium

    Salomon Wettstein

    Managing Director & Partner

    Synpulse

  • 11.40am

    Presentation - Getting your digital bank ready

    Mark Buesser

    Chief Executive Officer

    IMTF

    • Insights and trends of Swiss & Central European banks’ digital journey
    • Focusing on achieving client centricity and efficiency
    • Low hanging fruits of technology: ICOS/2 
    • Aligning your strategy to succeed in the digital space 
  • 11.50am

    Presentation - The impact of digitisation in wealth management

    Frank Henze

    Practice Lead - Financial Services IT

    Trimantium GrowthOps

    • Opportunities and challenges
    • Driving a digital agenda
    • Clients, advice and investments in a digital world
  • 12.00pm

    Panel discussion - Fintech: fantasy or reality?

    • Everyone who writes a line of code calls themselves a ‘fintech’. What’s the real definition of a ‘fintech’?
    • Will fintechs rule the world, or implode? 
    • Is there any genuine disruption? And are there any new fintechs now, or just bad copies? 
    • Collaborate or die. But who do you partner with?
    • Human advisory versus robos. How can they co-exist? 
    • How can it be used in the bank today? 

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Jonathan Ha

    Founder and CEO

    Red Pulse

    Mathias Helleu

    Executive Chairman

    8 Securities

    Ned Phillips

    Founder and Chief Executive Officer

    Bambu

    Julian Kwan

    Chief Executive Officer

    InvestaX

    Stephane Dubois

    Founder and Chief Executive Officer

    Xignite

  • 12.45pm

    Lunch

  • 13.35pm

    Panel discussion - Regulation and compliance - what can technology really do to help?

    • What are the regulatory and compliance challenges you face today?
    • What can technology do to help?
    • Is more coordinated risk management and compliance a priority?
    • How can we design and define a flexible approach?
    • How do we prepare for the regulatory challenges of tomorrow?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Kelly-Ann McHugh

    Head of Regulatory Intelligence, Proposition - Asia Pacific and Japan, Financial & Risk

    Thomson Reuters

    Deborah Repak

    General Manager, Products

    First Rate

    Amar Bisht

    Head of Wealth Strategy and Advisory

    Orbium

    Markus Werner

    Intermediaries in the Principality of Liechtenstein

    LGT Bank

  • 14.20pm

    Presentation - Compliance and customer experience: friends, not enemies

    Igor Djurdjevic

    Business Practice Manager

    Appway

    • Wealth managers have to follow regulations, but how can they leverage compliance to provide the best possible customer experience?
    • With a flexible IT infrastructure, wealth managers can outperform competitors in terms of customer-centricity and compliance readiness
    • What technology do wealth managers need to cater to client needs and wants, while ensuring compliance to current and future regulations?
  • 14.30pm

    Presentation - Digital wealth management – is your strategy on-track?

    John Robson

    Chief Commercial Officer

    Quantifeed

    • Is engagement at the core of your client servicing? 
    • How today's technology delivers investment journeys to help customers reach life goals.
    • AI: Artificial Intelligence or Automated Investing?
  • 14.40pm

    Head - to - Head Q & A - Digitsing distribution – an emerging market perspective

    Steven Mantle

    Head of Marketing & Investor Relations

    PXP Vietnam Asset Management

    • For funds distribution channels – what can be done to implement easier platforms for investors?
    • How can banks and fund houses collaborate in this way?
    • What’s the best approach to reach the end-user most effectively and cost-efficiently?
    • Given young populations in countries like Vietnam – what’s the best way to communicate and service their needs?
  • 14.50pm

    Presentation - Data management as a service

    Marko Milek

    Head of Global Exchange, APAC

    State Street

    • Most common problems with (investment) data management
    • Economy of scale – why does the service model make sense?
    • Where are we at, and what’s likely to come next?
  • 15.00pm

    Refreshment & Networking

  • 15.30pm

    Panel discussion - What will you be in the future: a platform? A product manufacturer? Or a distributor?

    • Can we be all-things-to-all-people? 
    • How do you fit into the digital ecosystem?
    • Will ‘blockchain’ have any real impact on banking? 
    • What does this mean for private banks, retail banks and asset management companies?
    • How will this either improve revenues or cut costs?
    • Will tech giants rule banking?
    • What does the bank ecosystem look like in the future? How open and connected do you become?

    Chair

    Michelle Stanhope

    General Manager

    Hubbis

    Speakers

    Charlie O'Flaherty

    Head of Digital Strategy & Distribution

    Crossbridge Capital

    Phil Neilson

    Founder and Managing Director

    Just Service

    Bobby Bok

    Head of Wealth Management Solutions, North Asia, Financial & Risk

    Thomson Reuters

    Frank Henze

    Founder & Director

    Mount Rose Partnership

  • 16.15pm

    Panel discussion - Innovation - enhancing the client experience

    • Everyone is competing against everyone – what do you need to do to stand out?
    • How can you be relevant? And also adapt and change every year?
    • The landscape in China is changing quickly – how are the innovations driving disruption?
    • How do you need to change the client experience?
    • What are the needs of our customers? How are they changing the dynamics of their relationships with their wealth managers?
    • What are the emerging technologies that will shape our world?
    • Millennials create a unique conundrum for big banks - how should you cater to their digital expectations?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Donald Soo

    Chief Executive Officer

    Orb Global Wealth Management

    John Robson

    Chief Commercial Officer

    Quantifeed

    Eddie Thai

    Venture Partner

    500 Startups

    Michael Gerber

    Chief Executive Officer

    360F

  • 17.00pm

    Forum End

Nov 10

Digital Wealth - Asia 2016

W Hotel,Hong Kong

Speakers

Eric Ben-Artzi

BondIT

Mathias Helleu

8 Securities

Frank Troise

Leonteq Securities

Salomon Wettstein

Synpulse

Yai Sukonthabhund

Crossbridge Capital

Phil Neilson

Just Jenius Technology

Michael Haupt

Vontobel Wealth Management

Igor Djurdjevic

Appway

Abhra Roy

Infosys Finacle

Hans Peter Wolf

Appway

Steve Monaghan

AIA

Jonathan Ha

Red Pulse

Kelly-Ann McHugh

Thomson Reuters

Ned Phillips

Bambu

Marko Milek

State Street

Michael Leung

China CITIC Bank International

Deborah Repak

First Rate

Damien Mooney

BlackRock

John Robson

Quantifeed

Mark Buesser

IMTF

Bobby Bok

Thomson Reuters

Eddie Thai

500 Startups

Markus Weidmann

LGT Bank

Stephane Dubois

Xignite

Donald Soo

Malabar AI

Amar Bisht

Orbium

Olivier Crespin

CIMB

Terence Tam

Nomura

Charlie O Flaherty

Crossbridge Capital

Michael Gerber

360F

Frank Henze

Trimantium GrowthOps

Steven Mantle

PXP Vietnam Asset Management

Julian Kwan

InvestaX

Loic Wymann

Orbium

Nov 10

Digital Wealth - Asia 2016

W Hotel,Hong Kong

Partners

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silver

bronze

Nov 10

Digital Wealth - Asia 2016

W Hotel,Hong Kong