We were delighted to host our annual Digital Wealth event in Hong Kong.  Over 250 CEOs, CIOs, 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.

Nov 29

Digital Wealth Asia Forum 2018

W Hotel, Hong Kong, 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

Tanmai Sharma

Canopy

Michelle Chan

FWD

Bénédicte Nolens

Circle

Gabriel Goh

FNZ

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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  • 8.35am

    Registration

  • 8.55am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.00am

    Head - to - Head Q & A - Stepping out of the box

    Bassam Salem

    Chief Executive Officer & Founder

    Obuhi

    • Solving client pain points through digital innovation
    • Fixed costs vs variable costs: Rents and Salaries
    • Digital Channels of distribution
    • Data Analytics and monetization
  • 9.20am

    Panel discussion - What’s next for ‘digital’ in wealth?

    • Have we seen any examples of tangible success in digital wealth management?
    • How should banks decide what’s working? What KPIs should we use?
    • Do we focus on the technology without consideration of whether anyone wants to use it?
    • Digital tools provided to RMs for advisory – what has been the Banks’ experience on the adoption and value add, and any challenges faced?
    • How can we improve the culture of innovation and change within Wealth Managers?
    • What’s the impact of artificial intelligence (AI) and big data analytics?
    • How does it save money or drive revenue?
    • Build it yourself or PLUG & PLAY?
    • Platforms and processes – what’s the role of digital?
    • Is China where we see the real innovation and opportunities?

     

    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

    Werner Schlossmacher

    Managing Director, Platform Solutions Group, APAC Solutions, Markets, Asia Pacific

    Credit Suisse Private Banking

    Alan Luk

    Head of Private Banking & Trust Services

    Hang Seng Private Banking

    Jonathan Ha

    Founder and CEO

    Red Pulse

    Bénédicte Nolens

    Head of Regulatory Affairs for Asia and Europe & CCO for Asia

    Circle

  • 10.10am

    Presentation - BlockChain, Predictive Analytics, Robo - Evolving and applying within wealth management

    Harle Mossman

    Managing Director - North Asia

    FNZ

    • How these technologies are practically being utilised (or intending to be utilised) within the wealth management sector
    • How these technologies are evolving from their 1.0 versions
    • What impact these technologies will actually have on our existing operating models
  • 10.30am

    Presentation - Account Aggregation is a winner takes all game

    Tanmai Sharma

    CEO and Founder

    Canopy

    • Customer has very set digital habits
    • These habits can be exploited to create stickiness and influence buying behaviour
    • Data shows that Banks doing aggregation for the customer have an 'unfair' edge
  • 10.40am

    Panel discussion - Virtual Banks in Hong Kong; Lots of hype – will it live up to the expectation?

    • What is the client experience that clients are looking for?
    • Are traditional wealth managers struggling to keep up with client expectations?
    • Can new banks be successful? Are they really any different? What is actually digital?
    • How will this evolve in Hong Kong?
    • Do people see a positive commercial effect? Will anyone make money and how?
    • Are payments a problem?
    • Is the cost of delivering financial advice and services reduced?
    • How will clients transact, monitor portfolios, absorb investment ideas?
    • Is there any role for RMs?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Michael Benz

    Senior Advisor

    Synpulse

    Gary Ng

    Partner, Risk Assurance

    PwC

    Dr. Silvio Struebi

    Partner

    Simon-Kucher & Partners

    Ricardo Wenzel

    Advisory Director, Wealth and Asset Management

    KPMG

    Jacob Wai

    Chief Risk Officer

    MoneySQ

  • 11.10am

    Refreshment & Networking

  • 11.35am

    Presentation - The Digitalization of Client On boarding: improve Customer Experience & Operational Efficiencies while reducing overall Compliance cost

    Andreas Wenger

    General Manager, APAC

    IMTF

    • Self-Service or RM-supported Onboarding
    • Main Compliance & KYC Challenges
    • RegTech platform: ICOS/2
  • 11.45am

    Presentation - The Four Waves of Agile

    John Okoro

    Head of Agile Practice

    Orbium

    In this session Orbium will present the four waves of Agile from single Agile / Scrum teams, to Agile Scaling, Business Agility and Digital Innovation. Understanding these “waves” is very key to banks charting their course and getting the most out of their Agile / Digital transformations.

  • 11.55am

    Presentation - Bringing Wealth Management Client Communications into the 21st Century

    Shane Meredith

    Regional Sales Director - Wealth & Advisory

    SS&C Technologies

    • Analog Wealth Management in a Digital Asia
    • How to Communicate with today’s Asian Based Clients
    • Welcome to Digital Asia
  • 12.05pm

    Presentation - Crypto Currency and Digital Asset Custody

    Seamus Donoghue

    Vice President of Business Development

    Allocated Bullion Solutions

    • The custody landscape
    • Key issues for banks and financial institutions
    • Balance of security and availability
    • What is SILO
  • 12.15pm

    Panel discussion - Demystifying all the hype

    • Making sense of blockchain - what are the real applications & implications in financial services?
    • What’s happening in AI – and what's its application in wealth management?
    • FinTech – What's working or not working?
    • How are FinTech companies partnering with larger more established institutions?
    • What makes these partnerships work - what both sides are looking to achieve?
    • What has emerged from any of the Incubators, Labs and other initiatives?
    • There has been lots of talk – but what’s next?
    • What's really under the lid? Is there any genuine innovation?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Christophe Lee

    Founder & CEO

    Lotus Asset Management

    Frank Henze

    Practice Lead - Financial Services IT

    Trimantium GrowthOps

    Mark Wightman

    Asia-Pacific Wealth & Asset Management Advisory Leader

    EY

    Seamus Donoghue

    Vice President of Business Development

    Allocated Bullion Solutions

    Jamie Spence

    Founder & Managing Director

    Asian Link

  • 13.10pm

    Lunch

  • 13.50pm

    Presentation - How can you win the digital race? – Monetise effectively

    Dr. Silvio Struebi

    Partner

    Simon-Kucher & Partners

    • FinTech disruptors have leapfrogged the digitalisation race, are banks missing out on the race? (Agility vs. organisational complexity: how FinTechs are monetising things differently than banks)
    • What can banks do to effectively position themselves in the digital world? (Competitive advantages, innovate solutions, enhance current product landscape, build a sustainable revenue model)
    • How should banks monetise and determine the right price tag for new online services? (Design product around customer’s willingness-to-pay, exploit customer data, open banking, monetising APIs)
  • 14.20pm

    Panel discussion - Women in FinTech - Development and Disruption. Fintech shaping the future.

    • What’s the role of women in FinTech in Hong Kong and how is that evolving?
    • What can we do to attract more Women in FinTech?
    • What’s the development of FinTech and RegTech in Hong Kong?
    • Where is the discussion today around Crypto? Still interesting and viable?
    • What's the role of Digital in insurance and how is that developing?
    • What's the usage of alternative data and how it can lead to enhanced profit margins?
    • How is digital transformation happening in most firms and how can this capture new revenue pools?

    Chair

    Kimberley Cole

    Fintech Adviser

    Speakers

    Vippy Wong

    Partner

    Quinlan & Associates

    Michelle Chan

    Head of Business Development

    FWD

    Avril Rae

    Director, Head of Fintech

    KPMG

  • 15.10pm

    Refreshment & Networking

  • 15.30pm

    Panel discussion - DIGITAL = Faster, cheaper and better wealth management

    • How will new platforms impact the wealth management space?
    • Is Robo still a term that’s mis-used and misunderstood?
    • Is it possible to integrate Robo offerings into existing wealth platforms?
    • What does the platform of tomorrow look like?
    • What’s the likelihood we can engage clients directly?
    • Have consumers, banks and consultants really embraced ‘new stuff’?
    • How can digital improve investment outcomes for clients?
    • How can you improve the middle and back office?
    • What should the investment engine behind digitized advice be?
    • Can you deliver ‘advice’ using digital?
    • Is digital just about doing this cheaper?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Mathias Helleu

    Executive Chairman

    8 Securities

    Tanmai Sharma

    CEO and Founder

    Canopy

    Clarie Kwa

    Director

    360F

    Tariq Dennison

    Wealth Manager, US-Asia

    GFM Asset Management

    Gabriel Goh

    Global Head of R&D

    FNZ

    Audrey Wong

    COO & CFO

    Quantifeed

    Matthew Chan

    Senior Consultant

    Mercer

  • 16.30pm

    Forum End

Nov 29

Digital Wealth Asia Forum 2018

W Hotel, Hong Kong,Hong Kong

Speakers

Tanmai Sharma

Canopy

Michelle Chan

FWD

Bénédicte Nolens

Circle

Gabriel Goh

FNZ

Matthew Chan

Mercer

Alan Luk

Hang Seng Private Banking

Kimberley Cole

Ricardo Wenzel

KPMG

Christophe Lee

Lotus Asset Management

Jacob Wai

MoneySQ

Seamus Donoghue

Allocated Bullion Solutions

Terence Tam

Nomura

Clarie Kwa

360F

Audrey Wong

Quantifeed

Vippy Wong

Quinlan & Associates

Dr. Silvio Struebi

Simon-Kucher & Partners

Andreas Wenger

IMTF

Mathias Helleu

8 Securities

Gary Ng

PwC

Frank Henze

Trimantium GrowthOps

John Okoro

Orbium

Jamie Spence

Asian Link

Mark Wightman

EY

Tariq Dennison

GFM Asset Management

Avril Rae

KPMG

Michael Benz

Synpulse

Jonathan Ha

Red Pulse

Harle Mossman

FNZ

Werner Schlossmacher

Credit Suisse Private Banking

Shane Meredith

SS&C Technologies

Bassam Salem

Obuhi

Nov 29

Digital Wealth Asia Forum 2018

W Hotel, Hong Kong,Hong Kong

Partners

platinum

gold

silver

bronze

Nov 29

Digital Wealth Asia Forum 2018

W Hotel, Hong Kong,Hong Kong

Event Highlights

We were delighted to host our annual Digital Wealth event in Hong Kong.  Over 250 CEOs, CIOs, 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.

Below for your interest and reference are links to various content we captured from the day. Please click on the orange headlines – and do send any comments or feedback to events@hubbis.com.

 

Content Highlights 

Video Highlights
Video Highlights Summary
I love wealth management
Photos
Event summary
Panel discussions
Presentations & Wealth TALKS
Videos

 

Post-event Report

You might also like to view the full Post-Event Report – which is a consolidated summary, including photos of speakers & delegates, the attendee profiles & some delegate feedback, polling results, and more.

 

Event Summary 

Digitalisation of Asia’s Wealth Management Industry: Into the Future

At a time when financial institutions of all types are re-assessing their strategies for, and engagement with, all kinds of technology, we again realised our ambition of hosting a unique thought-leadership event at which many of the most influential participants in the Asian wealth management community could exchange ideas, information and build connections.

 

Video Highlights

At the Hubbis Digital Wealth Asia Forum in Hong Kong on November 9th, we interviewed leading industry experts. 
Full Video Highlights
Full Video Highlights - Summary
I love wealth management

Their individual interviews can be accessed below: 

Alan Luk, Hang Seng Private Banking
Andreas Wenger, IMTF
Audrey Wong, Quantifeed
Bassam Salem, Obuhi
Frank Henze, Trimantium GrowthOps
Matthew Chan, Mercer
Harle Mossman, FNZ
Jamie Spence, Asian Link
John Okoro, Orbium
Kimberley Cole, Fintech Adviser
Mark Wightman, EY
Mathias Helleu, 8 Securities
Michael Benz, Synpulse
Seamus Donoghue, Metaco
Silvio Struebi, Simon-Kucher & Partners
Tanmai Sharma, Canopy
Tariq Dennison, GFM Asset Management
Vippy Wong, Quinlan & Associates

 

Panel Discussions 

We held 5 interactive panel discussions throughout the day – which involved 22 senior industry practitioners who we invited to participate and share their thoughts. We have also incorporated into the summaries below the briefing notes which speakers sent to us in advance of the event. Plus, we have included the results of audience polling as well as questions we received from delegates. Click on each headline to view the PDFs.

Digitalisation and its Impact on Wealth Management in Asia
Digitalisation is a watchword for the private banks and wealth management firms competing for a share of the rapidly-growing Asian high-net-worth and ultra-HNW client. A panel of experts at the Hubbis Digital Wealth Asia Forum exchanged some vital insights into their experience of the technology revolution washing over the industry.

Panel members
Terence Tam  Executive Director, Head of Wealth Management Technology, Asia ex-Japan, Global Information Technology Division, Nomura
Werner Schlossmacher  Managing Director, Platform Solutions Group, APAC Solutions, Markets, Asia Pacific, Credit Suisse
Alan Luk  Head of Private Banking & Trust Services, Hang Seng Private Banking
Jonathan Ha  Chief Executive Officer, Red Pulse
Bénédicte Nolens  Head of Regulatory Affairs for Asia and Europe & CCO for Asia, Circle


Virtual Banking in Hong Kong: Will it be More Hype than Impact?
The Hong Kong Monetary Authority in late August announced it had received 29 applications for its first virtual bank licences, with the applicants ranging from telecommunications operators and financial technology companies to global banks. Hubbis assembled a group of experts at the Digital Wealth Asia Forum to discuss the implications for the wealth management industry.

Panel members
Michael Benz  Senior Advisor/Digital Banking, Synpulse
Gary Ng  Partner, Risk Assurance, PwC
Silvio Struebi  Partner, Simon-Kucher & Partners
Ricardo Wenzel  Director Advisory, Wealth & Asset Management. KPMG
Jacob Wai  Chief Risk Officer, MoneySQ
 

Demystifying the Hype: Cryptocurrencies, Blockchain and AI
Panellists gathered at the Hubbis Digital Wealth Asia Forum to discuss the ever-evolving landscapes of digital assets, blockchain technology and AI. While digitalisation is certainly nascent, increased uptake, understanding, regulation and guidance are ensuring that technological advances are becoming increasingly beneficial for wealth management.

Panel Members
Christophe Lee  Founding Partner, JP Asia Partners
Frank Henze  Practice Lead - Financial Services IT, Trimantium GrowthOps
Mark Wightman  Partner, Wealth & Asset Management Advisory, EY
Seamus Donoghue  Vice President of Business Development, Metaco
Jamie Spence  Founder & Managing Director, Asian Link

 

Women in FinTech - Shaping a New Future
A panel of all-female technology experts assembled to cogitate on the role of women in the digital revolution and to assess the implications of new advances in the wealth management industry. The panellists are all leading lights at the Fintech Association of Hong Kong, to which they offer their time and expertise above and beyond the demand of their senior roles in digital technology and regulatory affairs.

Panel members
Vippy Wong  Partner, Quinlan & Associates
Michelle Chan  Head of Business Development, FWD
Avril Parkin  Committee Co-Chair for Big Data, Fintech Association of Hong Kong

 

Is Digital Faster, Cheaper & Better Wealth Management?
The Hubbis Digital Wealth Asia Forum concluded with a panel of experts debating how digital can make wealth management faster, better and more profitable. The conclusion was that most of the digital tools are already sufficiently advanced, but that the private banks and other wealth management businesses now need to be brave enough to adopt the new solutions. Meanwhile, nifty new competitors must focus intently on the wealth management clients of tomorrow.

Panel members
Mathias Helleu  Executive Chairman, 8 Securities
Tanmai Sharma  Chief Executive Officer, Canopy
Clarie Kwa  Director, 360F
Tariq Dennison  Investment Specialist, Retirement Plans, GFM Asset Management
Gabriel Goh  Head of Research and Development, Asia-Pacific, FNZ
Audrey Wong  COO & CFO, Quantifeed
Matthew Chan  Senior Consultant, Mercer

 

Presentations 

Below are summaries of the Presentations and Wealth TALKS delivered at the event. These were 10-minute slots hosted either by senior industry practitioners who we invited to speak (Wealth TALKS), or by some of our event partners (Presentations). Also listed with each summary are links to the presentation slides (where these are made available by speakers). Click on each headline to view the web versions of these – from which you can also access the PDFs.

Digital Enablement for Digital Engagement for the Wealth Management Industry
A head-to-head interview at the Digital Wealth Management Forum in Hong Kong highlighted the arrival of a website named Obuhi that has been created to connect independent workers of all type to those seeking their services. Bassam Salem, CEO and Founder of Obuhi and who was formerly CEO of Citi Private Bank explained to the audience how the site can provide vital linkages and solutions for the wealth management business in Asia.

FNZ Accelerates Asia Expansion focusing on providing Digital Asset Wealth Transformation
Harle Mossman, Managing Director for North Asia at wealth technology company FNZ, made a presentation to delegates attending the Digital Wealth Asia Forum on the application of Blockchain, predictive analytics and Robo advisory within the wealth management sector.

Data and Account Aggregation is a Winner-Takes-All Game
Tanmai Sharma is the CEO and Founder of Canopy, a financial data company that aggregates data for client accounts into insightful investment analytics. He presented his insights into customer behaviour, telling attendees he has no doubt that deep data aggregation and analysis is the way forward in wealth management.

IMTF’s State-of-the-Art Solutions for Digital Onboarding in Wealth Management
The automation and digitisation of the Client Onboarding & Lifecycle management are fundamental for all private banks and financial institutions (FIs) to significantly decrease compliance and operational costs while at the same time increasing customer satisfaction. Dr Andreas Wenger, APAC General Manager of IMTF, the Swiss-based leader of process automation & digital transformation for the global financial industry, enlightened delegates on how RegTech solutions can help.

Orbium’s Road Map for Digital Transformation in the Wealth Management Industry
John Okoro, Head of Agile Practice at Swiss management and technology consulting firm Orbium, knows that for banks and other wealth management providers need a roadmap to chart their course through the difficult terrain towards digital transformations. He has exactly that, in the form of what Orbium calls ‘the four waves of agile’.

Smart Digital Communications for the Wealth Manager of Tomorrow
Shane Meredith, Director of Wealth & Advisory at SS&C Technologies, spoke at the Hubbis Digital Wealth Asia Forum in Hong Kong. Real-time digital client communications, he explained, must be part of the wider technological revolution in wealth management, as younger clients in Asia are demanding simple, real-time, transparent and effective communication. With this, success beckons. Without it, failure looms.

Cryptocurrency and Digital Asset Custody – Solving the Security Conundrum
Seamus Donoghue, Vice President of Business Development for Swiss technology solutions provider Metaco, is an expert in the world of digital custody, which is evolving fast, enabled by digitalisation and new transaction methodologies such as blockchain. He addressed the audience at the Hubbis Digital Wealth Asia Forum on the current state-of-the-art in the world of digital custody.

Monetise Effectively to Win the Digital Race to a Sustainable Future
Dr Silvio Struebi, Partner of Simon-Kucher & Partners, told the audience at the Hubbis Digital Wealth Asia Forum how FinTech disruptors have leapfrogged the digitalisation and monetisation race, leaving organisationally cumbersome banks in their wake. How then can the banks react to improve their competitive position, to innovate solutions, enhance their current product suite and build a sustainable revenue model?

 

 

Nov 29

Digital Wealth Asia Forum 2018

W Hotel, Hong Kong,Hong Kong