We were delighted to host our 10th annual event in Singapore for the Digital Wealth Management Community.

More than 300 CEOs, COOs, Independent Asset managers and other senior practitioners attended – from a mix of local and international Private Banks, Retail Banks, Insurance Companies, Independent Firms & Family Offices, Asset Management Companies, and IFAs.

Thank you to all of our event partners - FNZ, Refinitiv, 360F,IRESS, Quantifeed,Pershing,a BNY Mellon company, InvestaCrowd, Quo, Accenture, Onchain Custodian, Orbium, Stradegi Consulting, Swissquote and Wealth Dynamix.

Hubbis events are –

FUN, CONSISTENT, RELEVANT, ENGAGING AND UNIQUE

 

 

Jun 20

Digital Wealth Asia Forum 2019

Mandarin Oriental Hotel, Singapore

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

Michael Gerber

360F

Mark Wightman

EY

Timothy Neville

FNZ

Tatiana Collins

Accenture

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

    Keynote Address - 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 monetisation
  • 9.10am

    Panel discussion - How can you boost efficiency and satisfaction by adopting Digital Wealth Management

    • What are the most important changes you have seen due to digitalisation?
    • How should banks decide what’s working? What KPIs should we use?
    • What does the platform of tomorrow look like?
    • 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?
    • Is your Bank attractive enough for the new wealth creators and next generation of customers?
    • How can you accelerate the path towards digital private banking business models?
    • Revenue margins per clients will decline in the future. Is digital a way to stop revenue erosion and are Banks effective at monetising new digital services?
    • What is the future role of the RM when banks get digital?
    • Accelerating change: how can you overcome the barriers to successful transformation? Smaller boutique banks – how do they leverage technology?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Urs Lichtenberger

    Director, Client Platform, Asia Pacific

    Credit Suisse Private Banking

    Evy Theunis

    Senior Vice President, Head of Wealth, Regional eBusiness Department, Consumer Banking Group

    DBS Bank

    Jihyun Lee

    Managing Director, Head IT Asia

    Bank Julius Baer

    Dr. Silvio Struebi

    Partner

    Simon-Kucher & Partners

  • 10.00am

    Presentation - The Evolution of Advice

    Mark Nelligan

    Chief Executive Officer

    Pershing, a BNY Mellon company

    • Robo-advisors were considered to be a disruptor to the wealth management space but have failed to have the effects predicted
    • Most robo-advisors have been sold to larger firms that can offer a full wealth management model with digital tools
    • Digital transformation is happening rapidly in the wealth space as firms realize they must evolve their solutions and offer a “full service” approach to meet the needs of clients
  • 10.10am

    Presentation - Regionalisation of Wealth Businesses – a Digital & Platform Perspective

    Timothy Neville

    Chief Executive Officer, APAC

    FNZ

    • One core platform multiple jurisdictions
    • Multi channel, multi lingual, multi asset, multi currency
    • Agility is critical – things are moving faster than ever
  • 10.20am

    Panel discussion - Digital Banking and Wealth Management – what’s next?

    • What is the client experience that clients are looking for?
    • How will digital banking evolve for HNW and UHNW clients?
    • Are traditional wealth managers struggling to keep up with client expectations?
    • How will new platforms impact the wealth management space?
    • Are FinTech’s and Tech Giants threatening our business model?
    • Can new disruptor banks be successful? Are they really any different?
    • What's next for these digital banks? How will this evolve in Singapore?
    • Do people see a positive commercial effect? Will anyone make money and how?
    • Is the cost of delivering financial advice and services reduced?
    • How will clients transact, monitor portfolios, absorb investment ideas?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    David Wilson

    Senior Vice President

    UOB Bank

    Nicolas Huras

    Head of Sales and Relationship Management, APAC - UBS Fondcenter

    UBS Asset Management

    John Robson

    Chief Commercial Officer

    Quantifeed

    Will Lawton

    Global Head

    QUO

    Mark Nelligan

    Chief Executive Officer

    Pershing, a BNY Mellon company

    Timothy Neville

    Chief Executive Officer, APAC

    FNZ

  • 11.10am

    Refreshment & Networking

  • 11.35am

    Presentation - Digital Client Onboarding

    Amar Bisht

    Head of Wealth Strategy and Advisory

    Orbium

    • Key challenges of onboarding
    • Our point of view on combining client perspective, operational excellence and regulatory requirements
    • Adopting an ecosystem approach
  • 11.45am

    Presentation - How do you build value when clients want more than wealth? Findings from the 2019 EY Global Wealth Survey

    Mark Wightman

    Asia-Pacific Wealth & Asset Management Advisory Leader

    EY

    • Turning client switching into an opportunity
    • Delivering high-value solutions
    • The evolution of digital advice
    • Aligning pricing with value
  • 11.55am

    Presentation - Making the impossible possible by mastering the behavioural science of clients’ investment decisions

    Tatiana Collins

    Director, Head of Digital Wealth Consulting, AAPAC

    Accenture

    • Making use of digital “crumbs”
    • Increasing the probability of leads conversion
    • Improving the relevance of investment recommendations to clients
  • 12.05pm

    Presentation - 360F – Advisory Revised. The first Advisor based solution for holistic financial recommendations

    Michael Gerber

    Chief Executive Officer

    360F

    • Holistic Financial Planning is not the goal – Recommending the right products by unbiased advice is the future
    • Machine learning and Data are just a vehicle for improving new business value and cross / upselling
    • Don’t forget your existing customers
  • 12.15pm

    Presentation - Smarter Humans. Smarter Machines.

    Patrick Donaldson

    Head of Market Development, Wealth Management – Asia Pacific & Japan

    Refinitiv

    • The devil is in the data: data quality is the biggest barrier to the adoption and deployment of machine learning.
    • AI will be the single greatest enabler of competitive advantage in the financial services sector
    • There is disparity in how technologies are being adopted and used around the world. Financial institutions in the United States and Canada are the front-runners; Asian institutions are more advanced than Europe in some areas, while Europe leads Asia in others.
  • 12.25pm

    Panel discussion - What’s the impact of artificial intelligence (AI) and big data analytics?

    • What’s the changing face of the customer?
    • What innovations could boost value propositions?
    • How can AI and Data save money or drive revenue?
    • How do you use data in a useful way?
    • From raw data to insights: how can banks make the leap?
    • Financial modelling, portfolio management and asset allocation: What's the role of AI in the future?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Nakul Kurup

    Vice President, E-Business - Global Consumer Financial Services

    OCBC Bank

    Michael Gerber

    Chief Executive Officer

    360F

    Tatiana Collins

    Director, Head of Digital Wealth Consulting, AAPAC

    Accenture

    Mark Wightman

    Asia-Pacific Wealth & Asset Management Advisory Leader

    EY

    Ayla Kremb

    Ecosystem Manager – Applied Innovation Asia, Refinitiv Labs

    Refinitiv

  • 13.10pm

    Lunch

  • 13.50pm

    Workshop - Harnessing the full value of your research using data

    Steven Carroll

    Managing Director, ASEAN

    Refinitiv

    The next digital “arms race” will be around data.  Just how do you process the ever growing amount of information and turn commoditised content into actionable insight?  As an investment adviser or portfolio manager, how can you identify which sources to trust?  This masterclass will use case studies from Starmine to show how building superior analytics can help better understand the investment landscape and ultimately provide your clients with improved signals that can help them achieve better performance and mitigate risk.

  • 14.30pm

    Workshop - AI for investment research

    Alpha Baid

    Business Development

    Stradegi Consulting

    • Challenges working with traditional, unstructured and alternative datasets at scale
    • Incorporating data science into the investment process
    • Use case example: using AI to monitor and quantify the impact of critical events
  • 15.10pm

    Refreshment & Networking

  • 15.30pm

    Panel discussion - The blockchain – what does that mean to you?

    • Blockchain - what are the real applications and implications in financial services?
    • Roadblocks/Challenges for great adoption in the capital markets?
    • Dive into the Eco-system, what exists, what is being built, what is needed?
    • How will affect the wealth management industry + Investment Opportunities?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Julian Kwan

    Chief Executive Officer

    InvestaX

    Antony Lewis

    Director of Digital Assets

    R3

    Lawrence J Grinceri

    Chief Executive Officer

    Skyhook Capital

    Alexandre Kech

    Chief Executive Officer & Co-Founder

    Onchain Custodian

  • 16.30pm

    Forum End

Jun 20

Digital Wealth Asia Forum 2019

Mandarin Oriental Hotel,Singapore

Speakers

Michael Gerber

360F

Mark Wightman

EY

Timothy Neville

FNZ

Tatiana Collins

Accenture

Alpha Baid

Stradegi Consulting

David Wilson

UOB Bank

Will Lawton

QUO

Mark Nelligan

Pershing, a BNY Mellon company

Ayla Kremb

Refinitiv

Nicolas Huras

UBS Asset Management

Antony Lewis

R3

Nakul Kurup

OCBC Bank

Alexandre Kech

Onchain Custodian

Bassam Salem

Obuhi

John Robson

Quantifeed

Jihyun Lee

Bank Julius Baer

Urs Lichtenberger

Credit Suisse Private Banking

Dr. Silvio Struebi

Simon-Kucher & Partners

Steven Carroll

Refinitiv

Alice Chen

InvestaX

Patrick Donaldson

Refinitiv

Amar Bisht

Orbium

Evy Theunis

DBS Bank

Lawrence J Grinceri

Skyhook Capital

Julian Kwan

InvestaX

Jun 20

Digital Wealth Asia Forum 2019

Mandarin Oriental Hotel,Singapore

Partners

platinum

gold

silver

bronze

Jun 20

Digital Wealth Asia Forum 2019

Mandarin Oriental Hotel,Singapore

Event Highlights

We were delighted to host our 10th annual event in Singapore for the Digital Wealth Management Community. More than 300 CEOs, COOs, Independent Asset managers and other senior practitioners attended – from a mix of local and international Private Banks, Retail Banks, Insurance Companies, Independent Firms & Family Offices, Asset Management Companies, and IFAs.

Thank you to all of our event partners: FNZ, Refinitiv, 360F, IRESS, Pershing, a BNY Mellon company, Quantifeed, InvestaCrowd, Quo, Accenture, Onchain Custodian, Orbium, stradegi Consulting, Swissquote and Wealth Dynamix.

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 PDF
Exclusive Insights
Testimonials
I Love Wealth Management
Photos
Event summary
Panel discussions
Presentations & Workshops
Videos
Post event Supplement

 

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 

Digital Wealth Asia Forum Singapore 2019 Summary
We were delighted to host our 10th annual event in Singapore for the Digital Wealth Management Community. More than 300 CEOs, COOs, Independent Asset managers and other senior practitioners attended – from a mix of local and international Private Banks, Retail Banks, Insurance Companies, Independent Firms & Family Offices, Asset Management Companies, and IFAs.

 

Video Highlights

We asked leading industry experts - what are the opportunities and challenges for the year ahead? View the combined video highlights, or click on the links to view the individual videos.

Full Video Highlights
Video Highlights Summary PDF

I Love Wealth Management
Testimonials

Bassam SalemCEO & Founder, Obuhi
Urs Lichtenberger, Director, Client Platform, Asia Pacific, Credit Suisse Private Banking
Evy Theunis, Senior Vice President, Head of Wealth, Regional eBusiness Department, Consumer Banking Group, DBS Bank           
Silvio Struebi, Partner, Simon-Kucher & Partners
Timothy NevilleChief Executive Officer, APAC, FNZ
Michael GerberCEO, 360F
Mark Wightman, Asia-Pacific Wealth & Asset Management Advisory Leader, EY
Will Lawton, Global Head, Quo
Alpha Baid, Business Development, Stradegi Consultant
Lawrence J. GrinceriChief Executive Officer, Skyhook Capital
Alice ChenChief Operating Officer, Co-founder, InvestaCrowd
Alexandre KechChief Executive Officer, Onchain Custodian
Antony LewisDirector of Digital Assets, R3

 

Exclusive Insights ​​​ ​​​

We asked leading industry experts for their exclusive and incisive insights. Click on the links to view the individual videos:

Exclusive Insights PDF

Urs Lichtenberger, Director, Client Platform, Asia Pacific, Credit Suisse Private Banking
How should banks decide what’s working? What KPIs should we use?

Evy Theunis, Senior Vice President, Head of Wealth, Regional eBusiness Department, Consumer Banking Group, DBS Bank
How should banks decide what’s working? What KPIs should we use?

Bassam Salem, CEO & Founder, Obuhi
What does the platform of tomorrow look like?

Silvio Struebi, Partner, Simon-Kucher & Partners
What is the future role of the RM when banks get digital?

Timothy Neville, Chief Executive Officer, APAC, FNZ
What is the client experience that clients are looking for?

Will Lawton, Global Head, Quo
What's next for these digital banks? How will this evolve in Singapore?
Who is QUO? What do you do?

Mark Wightman, Asia-Pacific Wealth & Asset Management Advisory Leader, EY
What is the evolution of digital advice?

Michael Gerber, CEO, 360F
What’s the impact of artificial intelligence (AI) and big data analytics?
How can AI and Data save money or drive revenue?

Lawrence J. Grinceri, Chief Executive Officer, Skyhook Capital
Blockchain - What are the real applications and implications in financial services?
What is Skyhook Capital?

Alice Chen, Chief Operating Officer, Co-founder, InvestaCrowd
What are the roadblocks/challenges for great adoption of the blockchain in the capital markets?

Alexandre Kech, Chief Executive Officer, Onchain Custodian
Blockchain - Dive into the Eco-system, what exists, what is being built, what is needed?

Alpha Baid, Business Development, Stradegi Consultant
What are the challenges of working with traditional, unstructured and alternative datasets at scale?

Antony Lewis, Director of Digital Assets, R3
Blockchain - What are the real applications and implications in financial services?

 

Panel Discussions 

We held 4 interactive panel discussions throughout the day – which involved 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.

How You Can Boost Efficiency and Satisfaction by Adopting Digital Wealth Management
Panellists at the first discussion of the day focussed upon the recent innovations that digitalisation is bringing to the banking industry. The digital revolution is fully underway, and banks and wealth advisory businesses need not only to keep up but also be smart in their application of technology, so that it pays it way, and more. Numerous topics were covered by the experts, but the underlying thrust of the conversation can be summed up in the view that the race to digital is being propelled first by rapidly rising client demand for digital interaction, and secondly by the urgent need to make providers’ back-end operations more efficient and their front-end revenue generation more productive.

Panel Members

Urs Lichtenberger, Director, Client Platform, Asia Pacific, Credit Suisse Private Banking
Evy Theunis, Senior Vice President, Head of Wealth, Regional eBusiness Department, Consumer Banking Group, DBS Bank
Jihyun Lee, Managing Director, Head IT Asia, Bank Julius Baer
Silvio Struebi, Partner, Simon-Kucher & Partners

Digital Banking and Wealth Management – The State of Play and the Outlook
The wealth management industry is learning not just to live with digitalisation, but also to embrace the enhanced capabilities it brings. However, a heavyweight panel of experts conceded that the industry is not yet using the new technology to its full potential, advising delegates that a clear vision of the multiple objectives of digitalisation are essential from the outset of the project.

Panellists agreed that the key to success is combining human expertise and superior technology to deliver wealth management advice and services that offer genuine value-added, but that are also delivered both simply and efficiently. If this is achieved, customer engagement and retention will be improved across all the segments of wealth management. The greater the wealth, the higher the relative involvement of face-to-face advice, as this is economically possible for the wealth management firms and also because HNWIs and the ultra-wealthy demand more personal contact. Digital, the panel therefore advised, will be especially valuable to boost the proposition for the mass affluent market, where it is not as cost-effective to provide high levels of human advisory engagement.

Panel Members

David Wilson, Senior Vice President, UOB Bank
Nicolas Huras, Head of Sales and Relationship Management, APAC - UBS Fondcenter, UBS Asset Management
John Robson, Chief Commercial Officer, Quantifeed
Will Lawton, Global Head, Quo
Mark Nelligan, Chief Executive Officer, Singapore, Pershing, a BNY Mellon company
Timothy Neville, Chief Executive Officer, APAC, FNZ

Artificial Intelligence and Big Data Analytics - their Impact on Wealth Management
Panellists at the third group discussion during the Hubbis Digital Wealth Management Forum agreed that we are on the brink of an artificial intelligence (AI) revolution, with the fast-advancing algorithms enabling machine learning at speeds and with relevance like never before. The assembled experts were optimistic that AI will enhance value propositions in the wealth management industry, although there was somewhat divided opinion as to whether the visions will be realised within a few years or nearer to 20 years. 

Panel Members

Nakul Kurup, Vice President, E-Business - Global Consumer Financial Services, OCBC Bank
Michael Gerber, Chief Executive Officer, 360F
Tatiana Collins, Director, Head of Digital Wealth Consulting, AAPAC, Accenture
Mark Wightman, Asia-Pacific Wealth & Asset Management Advisory Leader, EY
Ayla Kremb, Ecosystem Manager – Applied Innovation Asia, Refinitiv Labs, Refinitiv

The Evolution of the Blockchain & Tokenisation: The Revolution Begins
A fascinating panel discussion amongst some genuine experts on blockchain and tokenisation took place to close out the Hubbis Digital Wealth Management Forum. Will distributed ledger technologies turn the world of investment digital? Will private or public blockchain dominate the future landscape? Can any type of illiquid assets suddenly become liquid, tradeable and will pricing be wholly transparent? How will the world’s existing exchanges react? What does this all mean for the wealth management industry? The experts provided many answers and where there are no clear answers as yet, they gave their best insights into the future.

Panel Members

Julian Kwan, Chief Executive Officer, InvestaCrowd
Antony Lewis, Director of Digital Assets, R3
Lawrence J Grinceri, Chief Executive Officer, Skyhook Capital
Alexandre Kech, Chief Executive Officer, Onchain Custodian

 

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 1-page PDFs.

The Regionalisation of Wealth Businesses - a Digital & Platform Perspective
Timothy Neville, Chief Executive Officer, APAC at FNZ, addressed the audience at the Hubbis Digital Wealth Management Forum, explaining more about FNZ and its missions in Asia Pacific. Supported by a very detailed slide presentation, he highlighted how, through one core platform, the Fintech firm can service multiple jurisdictions, offering multi-channel, multi-lingual, multi-asset, multi-currency solutions. He told delegates why in a market afflicted by margin compression this is ever more vital to address, and why agility is critical in a world that moves faster than ever.
View Slides

Smarter Humans = Smarter Machines. Smarter Machines = Smarter Humans
Patrick Donaldson is Head of Market Development, Wealth Management for Asia Pacific & Japan at Refinitiv, the USD6 billion plus revenue global provider of financial markets data and infrastructure. He highlighted how AI will be the single greatest enabler of competitive advantage in the financial services sector, but that data quality is the biggest barrier to the adoption and deployment of machine learning. Refinitiv is a global provider of financial markets data and infrastructure. The company was founded in 2018. The company has an annual turnover of USD6bn with more than 40,000 client companies in 190 countries.
View Sildes

How to Harness the Full Value of Research Using Data
The next digital ‘arms race’ will be around data. Just how do you process the ever-proliferating amount of information and turn commoditised content into actionable insights? As an investment adviser or portfolio manager, how can you identify which sources to trust? Steven Carroll, ASEAN Managing Director at Refinitiv, presented an absorbing Workshop to explain how building superior analytics can help better understand the investment landscape and ultimately deliver wealth management clients better performance with lower risk profiles. The Refinitiv solution is on the form of its multi-functional ‘StarMine’, which provides analysts, directors of research, advisers and wealth advisory relationship managers with a unique set of tools to measure and manage analyst performance and generate new ideas, or perhaps cautionary alerts, for investors worldwide.

360-ProVestment: A Digital Advisory for Holistic Financial Recommendations
Michael Gerber, founder and CEO of Fintech 360F, believes his firm’s patented ‘360-ProVestment’ advisory solution offers the ideal combination of automated and completely unbiased product recommendations that are continuously refined via the built-in machine learning and tailored ultimately to the client’s exact situation and numerous possible changes in their lives ahead. The outcome 360-ProVestment unfolds will, he told the audience at the Hubbis Digital Wealth Management Forum, significantly improve new business and also cross-selling and up-selling potential for private banks and wealth managers, as well as making the RMs’ lives much easier and the client experience more fulfilling. 
View Slides

Views on Digitised Wealth Management: The Evolution of Advice
Mark Nelligan, Chief Executive Officer in Singapore for Pershing, a BNY Mellon company, believes that robo-advisors, not long ago considered to be a disruptor to the wealth management space, have failed to have the effects predicted, and as a result most of them have actually already been sold to larger firms that can offer a full wealth management model with digital tools. However, digital transformation continues apace in the wealth space as firms realise that they must evolve their solutions and offer a ‘full service’ approach to meet the needs of clients. Nelligan gave his views in a presentation at the Hubbis Digital Wealth Management Forum in Singapore. 

Stepping Out of The Box: Solving Pressure Points and Opening New Doors
The social marketplace named Obuhi has been created to connect independent workers to those seeking their services. Bassam Salem, CEO and Founder of Obuhi, formerly CEO of Citi Private Bank, has a huge wealth of experience in wealth management in Asia, and is aware of the enormous pressures facing businesses, not least of all from the perspective of talent. He delivered an animated Keynote Address, explaining to the delegates exactly what Obuhi offers, and why digital can help make wealth management businesses both more efficient and more imaginative.
View Sildes

Digital Client Onboarding: Overcoming the Hurdles
Amar Bisht, Head of Wealth Strategy and Advisory for Orbium, knows that onboarding is a significant hurdle to overcome for any private bank or wealth management firm. He addressed the delegates at the Hubbis Digital Wealth Management Forum to explain the Orbium ‘ecosystem’ approach, which combines the client perspective, operational excellence and addresses regulatory requirements. Swiss-headquartered Orbium is the largest services provider for the Avaloq Banking Suite, a leader in digital and core banking software for the banking and wealth management industry, used by more than 150 banks and wealth managers worldwide.

Building out the Client Proposition – Key Findings from the 2019 EY Global Wealth Survey
Mark Wightman, Asia-Pacific Wealth & Asset Management Advisory Leader at global accounting and professional service group EY, gave a talk at the Digital Wealth Management Forum to highlight findings from the 2019 EY Global Wealth Survey. He told the audience how digital advice is evolving, how higher value-added solutions can be offered, and how wealth management firms can better align pricing with value.
View Slides

Mission Possible: Mastering the Behavioural Science of Client Investment Decisions
Tatiana Collins, Director and Head of Digital Wealth Consulting for APAC at Accenture, believes that mission impossible can become mission possible if the wealth management industry can much more efficiently understand the client and their motivations before they make a financial decision. To do so, she told the audience at the Hubbis Digital Wealth Management Forum that wealth advisers must make use of digital ‘crumbs’ and behavioural science technologies and techniques to increase the probability of lead conversion and to improve the relevance of investment recommendations to clients. Advances taking place in the US already in the retail market and now evolving into the wealth management space, including new experimentation in Asia.

Using AI and Machine Learning to boost the RM’s Ability to Advise Clients
Alpha Baid believes in AI. He understands the many challenges of working with traditional, unstructured and alternative datasets at scale. He knows that by incorporating data science into the investment process wealth management can be made both better and more efficient. And clients end up happier, especially as the advisers they use are reacting faster by using AI to monitor and quantify the impact of critical events. Baid is Business Consultant for consulting firm stradegi, which was voted one of the top 10 AI Consulting Companies in APAC for 2019.
View Slides

 

Jun 20

Digital Wealth Asia Forum 2019

Mandarin Oriental Hotel,Singapore