We were delighted to host our annual Digital Wealth event in Singapore – at a time when financial institutions are re-assessing their strategies and engagement of all kinds of technology.
330 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
Singapore
A community of leading organisations within Asian Wealth Management
Senior figures in Asian Wealth Management are speaking at this event
Dirk Sibiet
ABN AMRO Bank
Steve Monaghan
AIA
Sanjoy Sen
ANZ
Alessandro Tortelli
Appway
Andy Feitknecht
Assentis
Adrian Gostick
Avaloq
Ned Phillips
Bambu
Eddy Tai
Bank of Singapore
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8.40am
Registration
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9.00am
Welcome Address
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9.10am
Presentation - Digital enablement - redefining the client experience
- Mark will share insights on how digital enablement is reshaping the adviser and client experience, and deepening engagement
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9.20am
Panel Discussion
Technology - its role 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 real priority when investing in technology?
- How do we measure the success of our digital wealth initiatives?
Chair
Speakers
Stefan ArnChief Information Officer, UBS Wealth Management and UBS Switzerland & Group IT Head for Strategic Regulatory Initiatives
UBS Global Wealth Management
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10.05am
Presentation - The core building blocks of the wealth management model of the future
- A strategy executive of a global bank said in a recent study: “Relationship managers fear digital. We must educate, educate, educate, and show them the benefits.”
- We will show you how Digital Banking empowers advisors and customers to collaborate remotely, in-person, or in a digital-physical moment, facilitating advisory across all touchpoints for intuitive full-, self-, or joint servicing.
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10.15am
Presentation - EY’s Global Wealth Management Survey 2016
- EY’s wealth management practice surveyed more than 2,000 individual clients and 60 wealth management senior executives globally to demystify client experience and uncover potential revenue opportunities for wealth managers
- There is approximately USD120 trillion of client assets managed by global wealth managers, and 4 out of 10 clients are open to switching wealth managers under the right circumstances
- This represents a USD175 billion to USD200 billion global revenue opportunity for those firms willing to make strategic investments to deliver a superior client experience, while others may find themselves at risk of losing a substantial portion of their current business
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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
Urs LichtenbergerManaging Director - Head Client & Front Office Platform,
Credit Suisse Wealth Management
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11.40am
Presentation - One year into the digital private banking journey at Credit Suisse
Urs LichtenbergerManaging Director - Head Client & Front Office Platform,
Credit Suisse Wealth Management
- What new functionalities and benefits have been rolled out to clients since the launch of our award-winning digital private banking platform one year ago?
- What is the latest on user experience?
- How are clients using the Credit Suisse Digital Private Banking platform, and how has this changed the way we interacted with them?
- What’s next for the platform?
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11.55am
Presentation - What IF an Uber Wealth was born?
Jaideep BillaChief Executive Officer and President, Intellect Wealth Management (iWealth)
Intellect Design Arena
- The promise of digital in context of wealth management
- Digital wealth – elements for innovation and transformation
- From wealth management to returns management
- From relationship management to assisted advisory
- The ultimate digital took-kit
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12.05pm
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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12.15pm
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
Frank HenzeIndependent Consultant in , Asia Pacific
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1.00pm
Lunch & Networking
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1.50pm
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
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2.30pm
Head - to - Head Q & A - Empowering relationship managers, compliance and management: the key to success in the digital age
- In the digital age, how can wealth managers and financial services providers adopt flexible, customer-centric business models which serve clients via multiple intuitive interaction modes – digitally, physically, or a combination of the two?
- How can technology be harnessed to simultaneously automate work, cater to client needs and wants, and allow employees to effortlessly collaborate with one another, while ensuring compliance to current and future regulations?
- In this interview, Appway shares insights, visions and latest experiences for this digital journey
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2.45pm
Presentation - Anatomy of a HACK
- Cyber attacks are getting greater organisational attention
- Cyber traffic Vs cyber crime
- Top cyber security and crisis management learnings
- Real life case study that was so devastating that the company could no longer operate
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3.00pm
Presentation - The evolving PFM & robo-advisory landscape in Asia
- PFM & robo-advisory fintech landscape in the US and evolution
- Asian fintech landscape in the wealth space
- Early reaction from banks and other institutions
- Implications and potential models for the existing wealth industry
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3.10pm
Refreshment & Networking
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3.40pm
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?
- What is ‘blockchain’? Will it have any 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
Andrew KohDeputy Chief Manager, Risk Management Department, Singapore Branch
China Construction Bank
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4.10pm
Panel Discussion
Innovation - enhancing the client experience with an eye on the wealth transition across generations
- How do you need to change the client experience?
- What are the needs of our customers?
- How are client expectations changing the dynamics of their relationships with their wealth managers?
- What are the emerging technologies that will shape our world?
- What’s the impact of Artificial Intelligence in the future?
- Millennials create a unique conundrum for big banks - how should they position themselves for the biggest wealth transfer in history?
Chair
Speakers
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4.55pm
Forum Ends
Digital Wealth - Asia 2016
Singapore
Dirk Sibiet
ABN AMRO Bank
Steve Monaghan
AIA
Sanjoy Sen
ANZ
Alessandro Tortelli
Appway
Andy Feitknecht
Assentis
Adrian Gostick
Avaloq
Ned Phillips
Bambu
Eddy Tai
Bank of Singapore
Andrew Koh
China Construction Bank
Urs Lichtenberger
Credit Suisse Wealth Management
Evy Theunis
DBS Bank
Neal Cross
DBS Bank
Sandipan Ray
Deutsche Bank Wealth Management
Mark Wightman
EY
Jeroen Buwalda
EY
Gary Mellody
EY
Pranav Seth
FRANK by OCBC
Mark Buesser
IMTF
Jason Hoang
IRESS
Nagaraj Prasadh
Intellect Design Arena
Jaideep Billa
Intellect Design Arena
Joyce Tan
Joyce A. Tan & Partners
Frank Troise
Leonteq
Lee Ng
MetLife
Mark Nelligan
Pershing Singapore, a BNY Mellon company
Charles Wong
Prive Financial
Valerie Bruce
Quilter International
Peter McMillan
Thomson Reuters
Julia Walker
Thomson Reuters
Luke Janssen
Tigerspike
Frank Henze
Trimantium GrowthOps
Ketan Samani
UBS Global Wealth Management
Stefan Arn
UBS Global Wealth Management
Bhaskar Prabhakara
WeInvest
Digital Wealth - Asia 2016
Singapore