As we inch slowly towards some daylight from the very recent dark days of the Covid-19 crisis, Hubbis has decided that it is an ideal time to deliver a high-level discussion on which of the providers of custody and execution platforms survive and thrive.

The Hubbis Digital Dialogue discussion on June 18 will bring together some experts to debate whether it will be the incumbents – the traditional global private banks – or the newer ranks of online, digital platforms that offer the most compelling, best-value custody and execution in the years ahead.

As well documented in many Hubbis Forums, private discussion events and reports, the world of custody and execution has been evolving apace in recent years. While there was a time, not that long ago, when the only real viable options for independent wealth management firms and family offices in Asia were the Tier I private banks. Have these providers now become complacent, offering a sub-par service at an elevated price? What do clients want in the future and who will remain relevant?

It was amidst those conditions that the digital online platforms surged in prominence and efficiency in the major financial markets, especially in the US and Europe. In more recent times, these platforms have shifted their attention to the wealth markets of Asia Pacific, wanting to capture a sizeable slice of what had in the pre-COVID-19 world been the most robust region on the planet in terms of economic momentum and private wealth creation. But at the same time, there is also little doubt that the traditional incumbent Tier 1 banks have been trying to fight back, building their digital capabilities, honing their internal structures, and re-focusing and sharpening their execution capabilities.

The discussion will, therefore, debate the full spectrum of issues as providers battle it out to offer digitised, transparent, cost-effective solutions that today’s clients increasingly require and expect, providing not just efficient access, execution and custody but also simplified onboarding, real-time analytics, reporting and portfolio valuations, upgraded user experiences, greater transparency, a broader universe of product, and discrete, high-quality regulatory compliance.

Let battle commence…

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Watch this dialogue on demand

 
Jun 18

In the Post-Pandemic World, who will win the Battle of the P...

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

David Perez de Albeniz

Allfunds

Damian Hitchen

Swissquote

David Friedland

Interactive Brokers

Adam Reynolds

Saxo Markets

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Event Agenda
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  • 15.00pm

    In the Post-Pandemic World, who will win the Battle of the Platforms?

    • Can traditional Private Bank custody platforms survive?
    • What’s different? What’s Your USP?
    • How are platforms used to access investment products? Fees, costs and transparency?
    • What is the User Experience?
    • Functionality? Speed and efficiency?
    • Investment coverage and market access?
    • On boarding?
    • What revenue can you capture?
    • How is access to managed investments changing?
    • End client review and analytics?
    • Access to APPs and add-ons?
    • Are clients looking for comprehensive service from a single service provider?
    • Empowering distributors and Fund Houses with analytics, market insights, trends
    • Regulatory data – what does that mean?

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    David Perez de Albeniz

    Regional Manager Asia

    Allfunds

    David Friedland

    Managing Director, Asia Pacific

    Interactive Brokers

    Mark Nelligan

    Chief Executive Officer

    Pershing, a BNY Mellon company

    Adam Reynolds

    CEO, APAC

    Saxo Markets

    Damian Hitchen

    CEO Singapore

    Swissquote

  • 16.00pm

    Webinar Ends

Jun 18

In the Post-Pandemic World, who will win the Battle of the P...

3.00pm - 4.00pm HKT/SGT

Speakers

David Perez de Albeniz

Allfunds

Damian Hitchen

Swissquote

David Friedland

Interactive Brokers

Adam Reynolds

Saxo Markets

Mark Nelligan

Pershing, a BNY Mellon company

Jun 18

In the Post-Pandemic World, who will win the Battle of the P...

3.00pm - 4.00pm HKT/SGT

Partners

platinum

Jun 18

In the Post-Pandemic World, who will win the Battle of the P...

3.00pm - 4.00pm HKT/SGT