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.
Digital Wealth - Asia 2016
W Hotel, Hong Kong
A community of leading organisations within Asian Wealth Management
Senior figures in Asian Wealth Management are speaking at this event
Michael Gerber
360F
Eddie Thai
500 Startups
Mathias Helleu
8 Securities
Steve Monaghan
AIA
Hans Peter Wolf
Appway
Igor Djurdjevic
Appway
Michael Leung
BOA Financial Group
Ned Phillips
Bambu
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Experience our latest event for yourself
PHILIPPINES WEALTH MANAGEMENT FORUM 2024
W Hotel, Hong Kong
We were delighted to host our annual PHILIPPINES WEALTH MANAGEMENT FORUM on Wednesday 20t...
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8.40am
Registration
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9.00am
Welcome Address
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9.05am
Keynote Address - Digibank India - revolutionising a market
- 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?
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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
Speakers
Terence TamExecutive Director, Head of Wealth Management Technology, Asia ex-Japan, Global Information Technology Division
Nomura
Damien MooneyManaging Director, Head of Aladdin Wealth Tech for Asia Pacific within BlackRock Solutions
BlackRock
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10.05am
Head - to - Head Q & A - Bringing people into the digital age
- How do we do this?
- What are the opportunities and challenges?
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10.15am
Presentation - Wealth management for the digital age customer
- 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
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10.25am
Refreshment & Networking
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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
Speakers
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11.40am
Presentation - Getting your digital bank ready
- 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
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11.50am
Presentation - The impact of digitisation in wealth management
- Opportunities and challenges
- Driving a digital agenda
- Clients, advice and investments in a digital world
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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
Speakers
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12.45pm
Lunch & Networking
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1.35pm
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
Speakers
Kelly-Ann McHughHead of Regulatory Intelligence, Proposition - Asia Pacific and Japan, Financial & Risk
Thomson Reuters
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2.20pm
Presentation - Compliance and customer experience: friends, not enemies
- 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?
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2.30pm
Presentation - Digital wealth management – is your strategy on-track?
- 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?
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2.40pm
Head - to - Head Q & A - Digitsing distribution – an emerging market perspective
- 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?
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2.50pm
Presentation - Data management as a service
- 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?
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3.00pm
Refreshment & Networking
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3.30pm
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
Speakers
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4.15pm
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
Speakers
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5.00pm
Forum Ends
Digital Wealth - Asia 2016
W Hotel,Hong Kong
Michael Gerber
360F
Eddie Thai
500 Startups
Mathias Helleu
8 Securities
Steve Monaghan
AIA
Hans Peter Wolf
Appway
Igor Djurdjevic
Appway
Michael Leung
BOA Financial Group
Ned Phillips
Bambu
Damien Mooney
BlackRock
Eric Ben-Artzi
BondIT
Olivier Crespin
CIMB
Charlie O Flaherty
Crossbridge Capital
Yai Sukonthabhund
Crossbridge Capital
Deborah Repak
First Rate
Mark Buesser
IMTF
Abhra Roy
Infosys Finacle
Julian Kwan
InvestaX
Phil Neilson
Just Service Global
Donald Soo
KoiZai
Markus Weidmann
LGT Bank
Frank Troise
Leonteq
Terence Tam
Nomura
Amar Bisht
Orbium
Steven Mantle
PXP Vietnam Asset Management
John Robson
Quantifeed
Jonathan Ha
Red Pulse
Marko Milek
State Street
Salomon Wettstein
Synpulse
Bobby Bok
Thomson Reuters
Kelly-Ann McHugh
Thomson Reuters
Frank Henze
Trimantium GrowthOps
Michael Haupt
Vontobel Wealth Management
Stephane Dubois
Xignite
Digital Wealth - Asia 2016
W Hotel,Hong Kong