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There is no doubt that one of the key missions for the private banks and independent wealth managers plying their trade in Asia has in recent years been to boost their predictable and recurring revenues, gradually shifting their models from the historical norm of a more transactional driven approach in the region. The panel of wealth management experts will paint a picture of the rationale and objectives around enhancing the DPM offerings and will advise delegates on some of the lessons they have learned from their efforts to drive their DPM proposition forward.

They will look at the offering from the client’s perspective and paint a picture of why a more professionalised approach to portfolio management and asset allocation is especially advisable at this time and to mitigate the potential uncertainties ahead. They will explain how DPM should be marketed and how it is not as completely hands-off as many of the more reluctant clients might have assumed. They will aim to define the key processes and approaches that should be adopted for the best DPM offering and protocol to be achieved, both for the industry and the clients. And they will analyse how the remuneration and management models must adapt to an environment in which the RMs are helping drive DPM adoption, rather than the historical ‘product-pushing’ and ‘fees-for-transactions’ models.

They will also set this evolution against the growing investor appetite for a core/satellite portfolio approach incorporating thematics and also different asset classes, including private (non-public) assets. They will look at how the DPM model can accommodate or event front-line the trend towards ESG-driven investing. And they will paint a picture of the evolution of DPM in Asia and how the key protagonists can help the DPM market achieve some of the penetration that has been seen in that bellwether wealth market of Switzerland.

Oct 13

DPM – How to elevate the offering and how do you get it righ...

3.00pm - 4.00pm HKT/SGT

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A community of leading organisations within Asian Wealth Management

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Senior figures in Asian Wealth Management are speaking at this event

Nina Fan

abrdn

Jean-Louis Nakamura

Lombard Odier

Grizelda Lee

Indosuez Wealth Management

Jeffrey Wong

Hywin International

Isaac Poole

Oreana Financial Services

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Event Agenda
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  • 15.00pm

    DPM – How to elevate the offering and how do you get it right?

    • What are the core reasons that Asia’s private clients should embrace the DPM proposition?
    • Which markets, for example, Switzerland, have really achieved high levels of DPM penetration, and why and how?
    • At what pace is DPM expanding in Asia, and what are the key drivers as well as the core hindrances?
    • Can Asia’s private clients change their mindsets and relinquish more control of their investments to the professional asset management community?
    • Has the pandemic enhanced the logic for DPM and engagement with DPM by Asia’s private clients?
    • What evidence is there that DPM outperforms and therefore offers private clients the right proposition?
    • Who is winning the DPM race - the global private banks, the boutique and regional private banks, or the IAMs/EAMs?
    • How do the banks and other wealth firms adjust their management approach and remuneration packages to encourage RMs and advisors to promote more DPM amongst their clients?
    • Is it only in the offshore wealth markets that the logic of DPM is winning through, or is DPM beginning to shine in the region's onshore wealth markets?
    • Specifically, what are the typical basic terms of a DPM mandate?
    • What types of DPM portfolios are on offer?
    • What roles do active funds and ETFs play in DPM allocation?
    • What are the regulatory issues to consider as the DPM proposition is rolled out more widely?
    • What characteristics really count towards differentiation?
    • How do the clients engage with the banks and firms handling their DPM mandates?
    • How do you hire and retain the right talent to handle the growing volume of DPM mandates?
    • What needs to happen during these mandates to ensure that clients stick with the providers?

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Jeffrey Wong

    COO

    Hywin International

    Grizelda Lee

    Head of Asset Management Asia, Public Markets Solutions

    Indosuez Wealth Management

    Harmen Overdijk

    Chief Investment Officer

    Leo Wealth

    Jean-Louis Nakamura

    Chief Investment Officer, Asia Pacific - Chief Executive Officer, Hong Kong

    Lombard Odier

    Isaac Poole

    Global Chief Investment Officer Portfolio Manager

    Oreana Financial Services

  • 16.00pm

    Webinar Ends

Oct 13

DPM – How to elevate the offering and how do you get it righ...

3.00pm - 4.00pm HKT/SGT

Speakers

Nina Fan

abrdn

Jean-Louis Nakamura

Lombard Odier

Grizelda Lee

Indosuez Wealth Management

Jeffrey Wong

Hywin International

Isaac Poole

Oreana Financial Services

Oct 13

DPM – How to elevate the offering and how do you get it righ...

3.00pm - 4.00pm HKT/SGT

Partners

platinum

Oct 13

DPM – How to elevate the offering and how do you get it righ...

3.00pm - 4.00pm HKT/SGT