View the content created from this discussion
Watch the On Demand version of this discussion

The independent wealth management (IWM) segment has grown apace in Asia, but it remains far less established than, for example, in Europe or the US, with an estimated 30% of assets managed by boutique firms in Switzerland against estimates of 5% to perhaps (very optimistically) 10% in Asia. The growth to date has therefore been from a low base, but it has been impressive, especially out of Singapore and Hong Kong in the past decade. However, set against the truly dramatic (and continuing) expansion of HNW and UHNW private wealth in the region, the IWM sector has much more potential, and there is plenty of room for growth from existing players and from new entrants. But what are the strategies, products, investment, technologies, talent and approaches required to seize the many opportunities ahead? The answer to these questions centre on the growth potential for the independent wealth sector. The Hubbis Digital Dialogue of March 3 will mine down the shafts of Asia’s wealth management market to discover exactly where the growth will come from in Asia, and therefore what strategies the incumbent independents and the new entrants will need to adopt to seize those opportunities.

The market is surely there, but the independents need to keep their eyes set firmly on the targets and chart a course for their businesses, their people and their clients that will see the independent sector emulate the great success of their peers in mature markets such as Switzerland. There is little doubt that the IWM community in Asia is in the right place at the right time as to market demand, but can they adopt the right model to win more market share of the rising AUM in the region? The established players have to a large extent been relying on their more conservative, perhaps older clients, but the world is changing, and the next generations are inheriting or building more of Asia’s vast private wealth, so the IWM sector needs to reach out to those actual or potential younger clients, delivering new products, services and approaches to appeal to them and to retain them as clients.

Mar 3

Independent Wealth Management Firms in Asia - Growth Strateg...

3.00pm - 4.00pm HKT/SGT

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

Donald Klip

Global Mortgage Group

Urs Brutsch

HP Wealth Management

Harmen Overdijk

Leo Wealth

Luke Moore

Oreana Financial Services

Rafael Weber

Swissquote

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.

Latest event content
All event content

Experience our latest event for yourself

PHILIPPINES WEALTH MANAGEMENT FORUM 2024

3.00pm - 4.00pm HKT/SGT

We were delighted to host our annual PHILIPPINES WEALTH MANAGEMENT FORUM on Wednesday 20t...

read more

Get involved in Hubbis events

Sponsor an event

I’m looking to sponsor an event
I’m looking to become a speaker

Contact Us
Event Agenda
download pdf
  • 3.00pm

    Independent Wealth Management Firms in Asia - Growth Strategies

    • What are the key developments that have been driving the evolution of the independent wealth management sector in recent years?
    • Where is the growth going to come from in the foreseeable years ahead?
    • Can Asia’s independent wealth sector really grab a much larger share of the AUM, as has been happening for example in Switzerland as the leading IWM market?
    • Can the independents entice more HNW and UHNW clients in Asia to migrate away from the big brand names such as the global, boutique or regional banks, and further towards the independent model, and if so, how?
    • What do the existing competitors need to do to adapt their strategies, product offering, services, team and operations to seize the growth opportunities ahead?
    • And what about the new entrants? What potential is there for them and where do they see the growth potential?
    • Can the independents win a larger share of DPM from their existing clients and if so how?
    • How can the existing competitors win over the growing ranks of Asia’s younger wealthy, who are both inheriting trillions in the coming decade or more, and who are also making or controlling Asia’s next wave of vast private wealth?
    • What are the vital factors to consider when upgrading the technology of an independent wealth firm? And where is the investment required today?
    • Should the independents outsource to digital platforms and other partners to offer a truly global product, advisory, execution and administration suite to clients?
    • What will the IWM community need from custodians in the future? Wider range of products? Better execution? More efficient and lower cost custody?
    • What are the right fee models, and are retrocessions still part of the overall picture?
    • To seize the growth potential, how do you attract and retain talent to expand in the future?
    • What is the ‘secret sauce’ for the independents to seize the growth opportunities ahead?

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Donald Klip

    Managing Director, Co-Founder

    Global Mortgage Group

    Urs Brutsch

    Managing Partner & Founder

    HP Wealth Management

    Luke Moore

    Chief Executive Officer

    Oreana Financial Services

    Rafael Weber

    Head of Institutional Clients

    Swissquote

    Harmen Overdijk

    Chief Investment Officer

    Leo Wealth

  • 4.00pm

    Webinar Ends

Mar 3

Independent Wealth Management Firms in Asia - Growth Strateg...

3.00pm - 4.00pm HKT/SGT

Speakers

Donald Klip

Global Mortgage Group

Urs Brutsch

HP Wealth Management

Harmen Overdijk

Leo Wealth

Luke Moore

Oreana Financial Services

Rafael Weber

Swissquote

Mar 3

Independent Wealth Management Firms in Asia - Growth Strateg...

3.00pm - 4.00pm HKT/SGT

Partners
Mar 3

Independent Wealth Management Firms in Asia - Growth Strateg...

3.00pm - 4.00pm HKT/SGT