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The pandemic has wrought havoc and sadness across the globe, but in the world of wealth management, times have seldom been so good. For those providers of digital execution and custody platforms, the combination of increased remote working practices and ‘smart’ access to financial services of all types has fast-forwarded their business models beyond perhaps where they might have imagined if they had been asked for their projections in late 2019. The journey remains the same, but the train has evolved from the inter-city express to more of the TGV/bullet train variety. The Hubbis Digital Dialogue discussion of November 3 will look into the state of the independent wealth management execution and custody market in Asia and debate how much progress these platforms have really made against the historical incumbents – the traditional Tier 1 global private banks – and how the competitive arena has been shaping up, especially as there is no doubt that the banks have been upping their games as well. How then have the digital platforms refined their offerings, their marketing, their business models and their strategies to convince customers to turn to them for the most compelling, best-value custody and execution proposition? Who are their customers, and why?  And what does all this mean for the Asia Pacific wealth management markets, where even amidst the impediments created by the pandemic, economic growth remains positive in most countries, and private wealth creation even more robust? And it is in the area of custody that our panel of experts will focus more of their attention for this event, as custody represents an appealing annuity-type business with immense economies of scale available for those that win more and more of these clients. Moreover, perhaps custody is where private clients are more cautious about shifting their allegiances, often preferring the perceived safety of the major banking institutions. However, scratching slightly under the surface, it is easier to see that some of the digital platforms offer both a compelling execution offering and also a safe, secure and state-of-the-art custody proposition. The panel will therefore analyse what makes a great custody offering, and if clients in this region have been switching away from the private banks, and exactly why.

 

Nov 3

Execution and Custody – what are the trends and developments...

3.00pm - 4.00pm HKT/SGT

Featured Partners
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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

Christopher O'Meara

Conduit Asset Management Pte Ltd

Simon Lints

Eight Wealth International

Urs Brutsch

HP Wealth Management

Rafael Weber

Swissquote

Mithun Ghosh

Taurus Wealth Advisors

Lucie Hulme

TriLake Partners

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Event Agenda
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  • 3.00pm

    Execution and Custody: Analysing the Key Trends & Developments for Independent Wealth Managers

    • What are the vital components of a state-of-the-art custody proposition today?
    • What are the key elements of the decisions in terms of selecting custody providers?
    • Are the traditional private banks still the most important partners, and why?
    • Are digital platforms more appealing than ever?
    • Is there a long-term trend for clients to unbundle custody from execution from advice?
    • What is your wish-list of new products and services that you want to get from your custodian?
    • What digital tools have been developed to help you?
    • How important are fees / cost / transparency?
    • Are you reducing the number of custodians?
    • What impact has the pandemic had on the execution and custody businesses in Asia?
    • Is this all about pricing, in other words are the digital (non-bank) platforms simply offering cheaper custody and execution solutions, or are they also competing on quality, solidity, diversity of products and services, transparency and so forth?
    • What developments have the digital platforms got in their armoury for the months and years ahead?

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Lucie Hulme

    Chief Executive Officer & Partner

    TriLake Partners

    Urs Brutsch

    Managing Partner & Founder

    HP Wealth Management

    Christopher O'Meara

    Chief Executive Officer

    Conduit Asset Management Pte Ltd

    Mithun Ghosh

    Head of Client Coverage, Asia & Middle East, Group Chief Risk Officer

    Taurus Wealth Advisors

    Rafael Weber

    Head of Institutional Clients

    Swissquote

  • 4.00pm

    Webinar Ends

Nov 3

Execution and Custody – what are the trends and developments...

3.00pm - 4.00pm HKT/SGT

Speakers

Christopher O'Meara

Conduit Asset Management Pte Ltd

Simon Lints

Eight Wealth International

Urs Brutsch

HP Wealth Management

Rafael Weber

Swissquote

Mithun Ghosh

Taurus Wealth Advisors

Lucie Hulme

TriLake Partners

Nov 3

Execution and Custody – what are the trends and developments...

3.00pm - 4.00pm HKT/SGT

Partners
Nov 3

Execution and Custody – what are the trends and developments...

3.00pm - 4.00pm HKT/SGT