For some of the leading private banks and traditionalists, cryptocurrencies and other digital assets are entirely off-limits as far as their official position is concerned and decline to advise on them. Indeed, quite a number of them actively caution clients against taking such exposures. And the same is true also of many of the independent wealth managers, who espouse conservatism and wealth preservation above all else. But there are other private banks – and some of these include the oldest brands in the business – and other EAMs that believe that digital assets are part of our collective futures. These banks and firms believe that their private clients should not only understand more about digital assets, but they should actively participate by building some exposures in order to understand more about buying, storing, custody, and, of course, the vicissitudes of market pricing and volatility.
Hubbis, in association with our exclusive partner for the event, Q9 Capital, will host a virtual discussion on September 23rd that will focus on exactly what types of conversations the growing band of proponents of digital assets could have with the growing ranks of investors who are interested in such investments, whether dabbling their toes in the water or taking a bigger plunge. They will be working hard to enhance their own understanding of such assets and to convey how the digital asset industry is rapidly moving mainstream, with specialist trading, execution and digital asset custody firms rising up and as this new sector of the global financial markets is also becoming more recognised and regulated by leading authorities in many key jurisdictions, thereby lending the industry an ever more visible air of authority and legitimacy.
Indeed, these proponents will be reporting to their clients how the diversification of the digital assets universe is moving in line with the rapid development of a more professional market infrastructure and ecosystem. And it goes without saying that all these elements have of course been turbocharged by investors seeing the incredible performance of Bitcoin in the past year; it might have retraced sharply from its most meteoric gains but has been back on an upward trend again in recent weeks.
A community of leading organisations within Asian Wealth Management
Senior figures in Asian Wealth Management are speaking at this event
Bordier & Cie
How Should Asia's Wealth Management Community Best Discuss Digital Assets with Their Clients?
- Should Asia’s HNW and UHNW investors be considering digital assets?
- Should the private banks and EAMs be promoting digital assets to their wealthier clients?
- What sort of allocations should HNW and UHNW investors consider as part of their broader portfolios?
- How do intermediaries and advisors educate investors on cryptocurrencies, what they are, how they work and what relationship do they have to blockchain or other confirmatory protocols?
- What are their investment characteristics?
- Are cryptos seen as a hedge against economic meltdown and financial chaos in the fiat currency universe, or as a hedge against the spectre of rampant inflation?
- What are stable coins? What are initial coin offerings?
- How do you safely and efficiently buy, store and custodise digital assets?
- What is the relationship between ‘fiat’ currencies and cryptocurrencies?
- What other forms of digitised assets are already in existence, and what is likely to emerge in the foreseeable future, and should investors be educating themselves on those?
- Which investors from which regions have been driving the remarkable performance of Bitcoin in recent months, as it has surged to new all-time highs after a year or two in the doldrums?
- Why have investors been flooding into Bitcoin and some other cryptos such as Ethereum?
- How should investors buy into digital assets – through specialist intermediaries, through brokers, through exchanges, through funds, or funds of funds?
- How are digital asset brokerages evolving, and are they being properly regulated, are they secure, and are they achieving the growth they expected?
- How do the institutional-grade offline (‘cold’) and online (‘warm’) custody/storage solutions work and who provides those services?
- For the allocation to digital assets, what particular choices should or could investors be sensibly making?
- What next for digitised assets and will they make a major contribution to transactions across many more types of assets, for example, from real estate to collectable art?
Founder & Chief Executive Officer
CEO and Managing Partner
Bordier & CieMark Wightman
Asia-Pacific Wealth & Asset Management Consulting Leader
Q9 CapitalHarmen Overdijk
Chief Investment Officer
Bordier & Cie