We were delighted to host this event in 2018.

Over 350 CEOs, senior management, product/fund gatekeepers and business heads across advisory, compliance, technology and other key areas – working at local and international Private Banks, Retail Banks, IFAs, Insurance Companies, Single and Multi-Family Offices, and other Independent Wealth Management Firms joined us on the day.

 

Jun 21

Digital Wealth Forum Asia 2018

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

Andreas Wenger

IMTF

Rachel Chen

AVIVA Navigator

Julian Kwan

InvestaX

Navin Suri

Percipient

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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Middle East Wealth Management Forum 2020

Mandarin Oriental Hotel, Singapore

We were delighted to host our 5th annual Middle East Wealth Management Forum in Dubai....

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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

    Panel discussion - What is digitized advice?

    • How does digitization help drive advice and improve the relationship between the RM and client?
    • How do you ensure you are giving best in class advice across all markets and client segments?
    • How can you look through the client portfolio and offer better advice?
    • Can digital investment tools generate investment ideas for a client?
    • How does it save money or drive revenue?
    • How have you improved the middle and back office?
    • Do clients still want discussions about portfolios to be had with their RM?
    • How will new platforms impact the PB space?
    • Is Robo still a term that’s mis-used?
    • What should the investment engine behind digitized advice be?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Paul Hodes

    Wealth Management Head Asia Pacific and EMEA

    Citi

    Nick Hungerford

    Senior Advisor

    Portag3 Ventures

    Evy Wee

    Executive Director, Head of Digital Advisory & Portfolio Implementation, Regional Investment Product & Advisory

    DBS Bank

    Duncan Klein

    Head of Outbound Product Management

    BondIT

    John Robson

    Chief Commercial Officer

    Quantifeed

  • 9.45am

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

    Timothy Neville

    Chief Executive Officer, APAC

    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.
  • 10.05am

    Presentation - Adapting Wealth Management for a BigTech World

    David Wilson

    Senior Vice President

    UOB Bank

    • The continued importance of hybrid advice
    • Progress of wealth management firms’ business model transformation
    • BigTech – A threat or opportunity?
    • Investing for an uncertain future
  • 10.15am

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

    • What new and interesting digital services are we likely to see in 2018?
    • When will we move from ‘digital lipstick’ to real commitment?
    • Digital tools provided to RMs for RM advisory – what has been the Banks’ experience on the adoption and value add, and any challenges faced?
    • What is the client experience supposed to look like?
    • What are the lessons to be learned so far from elsewhere in the world?
    • Does the cost of delivering financial advice and services needs to be reduced?
    • Build it yourself or PLUG & PLAY?
    • What's the impact of artificial intelligence (AI) and big data analytics?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Urs Lichtenberger

    Director, Client Platform, Asia Pacific

    Credit Suisse Private Banking

    Mark Wightman

    Asia-Pacific Wealth & Asset Management Advisory Leader

    EY

    Damien Piper

    Regional Director, Asia

    Finantix

    Thomas Achhorner

    Global Head of Solutions

    dnu-olddadditiv

    Sandeep Mukherjee

    Managing Director, Head of Wealth Management Proposition Design

    Standard Chartered Bank

  • 11.00am

    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 on boarding
    • Main Compliance & KYC Challenges
    • RegTech platform: ICOS/2
  • 11.10am

    Refreshment & Networking

  • 11.35am

    Presentation - Strategies for Enabling a Customer-First Digital Wealth Platform

    Darryn Noble

    Vice President, Sales Consulting

    NEXJ Systems

    • How to leverage CRM as part of a more strategic customer-first, digital wealth platform.
    • Evolution of CRM, approaches to integration, strategies for data management, and the features you need to think about in order to truly differentiate your business.
    • How firms can quickly leverage AI and machine learning as part of an intelligent customer management solution.
  • 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.

  • 12.00pm

    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
  • 12.15pm

    Panel discussion - Demystifying all the hype

    • Making sense of crypto and blockchain - what are the real applications & implications in financial Services?
    • 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?
    • Is China where we see the real innovation and opportunities?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Julian Kwan

    Chief Executive Officer

    InvestaX

    Navin Suri

    Chief Executive Officer

    Percipient

    Seamus Donoghue

    Vice President of Business Development

    Allocated Bullion Solutions

    Stanley Chao

    Co-Founder and Head of Data Science

    Red Pulse

    Frank Henze

    Practice Lead - Financial Services IT

    Trimantium GrowthOps

  • 13.00pm

    Presentation - Avoiding common Multigenerational Wealth Planning Pitfalls

    Mark Nelligan

    Chief Executive Officer

    Pershing, a BNY Mellon company

    • Looting the legacy
    • Monarch to mentor
    • Transactional traps
    • Death and Divorce
  • 13.10pm

    Lunch

  • 13.50pm

    Presentation - Open banking: driving robo-advice opportunities to new heights

    John Robson

    Chief Commercial Officer

    Quantifeed

    • Open Banking - access and information, benefitting customers
    • Quality information - quality advice, quality outcomes
    • Creating more delightful wealth management experiences
  • 14.00pm

    Workshop - Case Study: How Aviva drives digital wealth business growth with Data-Driven and Customer-centric approach

    Rachel Chen

    Head of Digital Wealth (dollarDEX)

    AVIVA Navigator

    • Customer Journey Mapping – Good customer experience happens by design but not by chance
    • Data-based decision-making – Why it is important not to make assumption
    • Test & learn – How can you implement changes quickly and best for clients
  • 14.30pm

    Workshop - Data and the role data has in driving digitisation

    Frank Henze

    Practice Lead - Financial Services IT

    Trimantium GrowthOps

    • Evolution of digitisation in wealth management - what worked in the past
    • Where digitisation occurs now and in future along the end to end business set up
    • Importance of data to define the future of business design
    • Data strategies to deliver value add services to client
    • How do aspects like cloud computing and blockchain impact future business models
  • 15.10pm

    Refreshment & Networking

  • 15.30pm

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

    • What does the platform of tomorrow look like?
    • Where are we with ROBO?
    • What's the likelihood we can engage clients directly?
    • What's your value proposition and why will it be successful?
    • Have consumers, banks and consultants really embraced ‘new stuff’?
    • Who will rock the boat?
    • Are traditional wealth managers struggling to keep up with client expectations?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Freddy Lim

    Co-founder & Chief Investment Officer

    StashAway

    Kunal Bajaj

    Head of Digital Wealth Management

    MobiKwik

    Tanmai Sharma

    CEO and Founder

    Canopy

    Elena Okhonko

    Independent Financial Adviser

    Financial Alliance

    Mark Nelligan

    Chief Executive Officer

    Pershing, a BNY Mellon company

    Charlie O Flaherty

    Partner

    Crossbridge Capital

  • 16.30pm

    Forum End

Jun 21

Digital Wealth Forum Asia 2018

Mandarin Oriental Hotel,Singapore

Speakers

Andreas Wenger

IMTF

Rachel Chen

AVIVA Navigator

Julian Kwan

InvestaX

Navin Suri

Percipient

Duncan Klein

BondIT

Thomas Achhorner

dnu-olddadditiv

Shane Meredith

SS&C Technologies

John Okoro

Orbium

Kunal Bajaj

MobiKwik

Damien Piper

Finantix

Elena Okhonko

Financial Alliance

Urs Lichtenberger

Credit Suisse Private Banking

Timothy Neville

FNZ

Mark Wightman

EY

Charlie O Flaherty

Crossbridge Capital

Nick Hungerford

Portag3 Ventures

Darryn Noble

NEXJ Systems

Evy Wee

DBS Bank

John Robson

Quantifeed

Paul Hodes

Citi

Frank Henze

Trimantium GrowthOps

Tanmai Sharma

Canopy

Seamus Donoghue

Allocated Bullion Solutions

Stanley Chao

Red Pulse

Mark Nelligan

Pershing, a BNY Mellon company

Sandeep Mukherjee

Standard Chartered Bank

Jun 21

Digital Wealth Forum Asia 2018

Mandarin Oriental Hotel,Singapore

Partners

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Jun 21

Digital Wealth Forum Asia 2018

Mandarin Oriental Hotel,Singapore

Event Highlights

We were delighted to host our annual Digital Wealth event in Singapore.  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
Photos
Event summary & poll results
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 

Wealth Management in Asia – The Road to Digitisation
The path to digitisation lies ahead, but sorting out the correct routes and avoiding the dead-ends requires continual analysis, continuous assessment of options and technologies, and a determined patience.

 

Video Highlights

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

 

Panel Discussions 

We held 4 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.

 

The Road Towards Digitisation – What does it Mean and How to Get There?
The direction towards digitisation in private banks and wealth management firms operating in Asia is mapped out, but each institution must find their own roads to achieve their preferred goals. The first panel discussion of the Hubbis Digital Wealth Forum in Singapore presented a fascinating insight into how the human relationship management aspects of wealth management can be coordinated with digital, robo-advisory, machine learning and other technology to provide high net worth clients with the service and efficiency, and also human interaction, they need.

Panel members

Paul Hodes  Wealth Management Head Asia Pacific and EMEA, Citi
Nick Hungerford  Senior Advisor, Portag3 Ventures
Evy Wee  Executive Director, Head of Digital Advisory & Portfolio Implementation, Regional Investment Product & Advisory, DBS Bank
Duncan Klein  Head of Outbound Product Management, BondIT
John Robson  Chief Commercial Officer, Quantifeed

 

Digital Developments in Wealth Management: Trials, Tribulations & Achievements
What new digital applications are coming through? Will artificial intelligence, big data and machine lead the way forward? To achieve true digital capabilities, do firms go build-your-own or plug and play? The second panel of the Hubbis Digital Wealth Forum pondered the state of digital.

Panel members

Urs Lichtenberger  Director, Client Platform, Asia Pacific, Credit Suisse Private Bankin
Mark Wightman  Partner, Wealth & Asset Management Advisory, EY
Damien Piper  Regional Director, Asia, Finantix
Thomas Achhorner  Global Head of Solutions, additiv
Sandeep Mukherjee  Managing Director, Head of Wealth Management Proposition Design, Standard Chartered Bank

 

Demystifying All the Hype around Digitisation
Expert panellists met at the third panel discussion to demystify some of the current buzzwords and phrases surrounding the digitisation of wealth and wealth management in Asia. Blockchain, crypto-currency and fintech were all put under the microscope.

Panel Members

Julian Kwan  Chief Executive Officer, InvestaCrowd
Navin Suri  Chief Executive Officer, Percipient
Seamus Donoghue  Vice President of Business Development, Metaco
Stanley Chao  Co-Founder and Head of Data Science, Red Pulse
Frank Henze  Practice Lead - Financial Services IT, Trimantium GrowthOps

 

Digital: Can it Facilitate Faster, Cheaper and Better Wealth Management?
Panellists on the fourth panel of the day debated the rise of robo-advisory solutions and decided that although technology is coming along in leaps and bounds, a robo-human hybrid is the preferred solution for the foreseeable future. The financial sector broadly and the wealth management industry in particular will no doubt continue on the path towards digitisation as customers demand faster and more user-friendly experiences and as the financial firms seek lower cost, more efficient processes that add to their competitive edge.

Panel members

Freddy Lim  Co-founder & Chief Investment Officer, StashAway
Kunal Bajaj  Founder, Chief Executive Officer, Clearfunds
Tanmai Sharma  Chief Executive Officer, Canopy
Elena Okhonko  Independent Financial Adviser, Financial Alliance
Mark Nelligan  Chief Executive Officer, Singapore, Pershing
Charlie O Flaherty  Partner, Crossbridge Capital

 

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.

Robo, Blockchain and Predictive Analytics – Their Applications in Wealth Management
Timothy Neville, Singapore based Managing Director for FinTech FNZ, made a presentation to delegates attending the Digital Wealth Forum on the application of Blockchain, predictive analytics and Robo advisory within the wealth management sector.

Adapting Wealth Management for a BigTech World
David Wilson, Head of Asia Wealth Management in Singapore for CapGemini, is a leader in trying to digitally enable Asia’s wealth managers as they face the encroachment of fintech, BigTech and other challenges. 

RegTech solutions for the digitisation of client onboarding
The automation and digitisation of the Client Onboarding & Lifecycle management are fundamental for all private banks and financial institutions (FI) to significantly decrease compliance and operational cost while increasing customer satisfaction. Digitising even only a few key areas of the onboarding process can already bring substantial improvements for FIs. Dr. Andreas Wenger, APAC GM of IMTF – Swiss leader of process automation & digital transformation for the global financial industry since 1987– enlightened delegates of the Digital Wealth Forum in Singapore on how RegTech solutions can help FIs enhance customer experience, operational efficiency and compliance in onboarding.

Strategies for Enabling a Customer-First Digital Wealth Platform
Darryn Noble, Vice President, Sales Consulting at NexJ Systems, believes that wealth management firms that do not optimise their customer relationship management, AI and machine learning risk missing out on a great opportunity to truly differentiate their businesses.

The Four Waves of Agile: How Banks and Wealth Managers can become agile
John Okoro, Head of Agile Practice at Swiss management and technology consulting firm Orbium, educated delegates on what he terms the four waves of agile, which provide a roadmap for banks charting their course through the difficult terrain towards digital transformations.

Bringing Wealth Management Client Communications into the 21st Century
Shane Meredith, Director of Wealth & Advisory at SS&C Technologies, explained that real-time digital communications are vital to the successful future of wealth management. He warned that with ‘wealth’ becoming ever younger in Asia, the wealth management industry must rise to this challenge or risk losing their ever-increasingly tech-savvy clients to competitors.

Avoiding Common Pitfalls Faced during Multi-Generational Wealth Planning
Mark Nelligan, CEO of Pershing Securities Singapore, advised wealth management advisers to help open the eyes of their Asian high net worth individuals and family clients to the pitfalls of unstructured wealth transition planning and the dangers of poor thought and communication. If families want to succeed in transitioning wealth between generations, they must think carefully about the required steps, must strategise and structure, they must communicate and make every effort to be transparent.

Open Banking: Driving Robo-advice Opportunities to New Heights
John Robson, Chief Commercial Officer of Hong Kong-based Quantifeed is a strong advocate of open banking that provides access and information to the providers and customers, a strong proponent of high-quality information that helps achieve quality results, and of the value of creating a more pleasant wealth management experience for everyone involved. He foresees a new era emerging for Robo-advisory solutions around Asia-Pacific.

Under the Hood of Aviva’s Data-Driven and Customer-centric Offering to Wealth Managers
Rachel Chen, Head of Digital Wealth (dollarDEX) at Aviva Asia Digital presented a Workshop at the Hubbis Digital Wealth Forum to explain how she and her team work continuously to upgrade the platform using data-based decision-making. They know that a positive customer experience is achieved by design, not by chance. She advised delegates to test and learn continuously in order to rapidly implement changes that are best for clients.

Digital Transformation, Data and a Holistic, Digitised Vision of Excellence
Frank Henze, Practice Lead, Financial Services IT at Trimantium GrowthOps, believes private banks and wealth managers urgently need to transition from a traditional front, middle and back office paradigm to what his entrepreneurial services firm terms ‘Digital Continuum’. Data, argued Henze, is central to this revolution, as it helps drive digitisation, but to extract the full value from data involves a quite radical change in strategy and work practices as well as continuous innovation. The goals are client contentment, client retention and revenue expansion.

 

 

Jun 21

Digital Wealth Forum Asia 2018

Mandarin Oriental Hotel,Singapore