Independent Wealth Management Forum 2020
Singapore
A community of leading organisations within Asian Wealth Management
Senior figures in Asian Wealth Management are speaking at this event
Rohit Bhuta
Peter Triggs
1291 Group
Will Lawton
Acalution
David Perez de Albeniz
Allfunds
Irene Lee
Alpadis Group
Robert Cheung
Assured Asset Management
Evrard Bordier
Bordier & Cie
Tony Wong
CSOP Asset Management
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INDEPENDENT WEALTH MANAGEMENT FORUM - Singapore 2024
Singapore
Hubbis was delighted to host the 2024 Independent Wealth Management Forum in Singapor...
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8.20am
Registration
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8.45am
Welcome Address
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8.50am
Panel Discussion
Custody and Execution – Revolution or Evolution? 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?
Chair
Speakers
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9.35am
Presentation - Wealth Planning Today
- History
- What has been happening in Wealth Planning?
- What do clients need today?
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9.50am
Head - to - Head Q & A - Investment Migration: Trends and Developments for HNWIs
- Why is the Investment Migration industry booming?
- How can Henley & Partners help your HNWI clients?
- What are the pitfalls that HNWIs should be aware concerning investment migration?
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10.00am
Presentation - Cyprus Island of Opportunities
- Cyprus Investment Program
- Benefits of Cyprus when structuring your wealth
- Cyprus investment opportunities
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10.10am
Head - to - Head Q & A - How is technology Impacting the delivery of Wealth Management?
- Transitioning wealth management into the digital era
- Distribution and connectivity is key
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10.20am
Presentation - Interactive Brokers
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10.30am
Presentation - Future-proof your wealth manager business with a modern platform-based model
Consolidation and automation are key themes shaping the future of private wealth management, with digitisation offering potential for new services and business models.
- Developing technology-driven strategies for serving mass affluent and HNW individuals
- Helping wealth managers and financial advisors transform the customer experience in a digitally scalable way
- Cases of collaboration across the eco-system to help firms provide financial planning and advisory services with greater efficiency, flexibility and scalability.
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10.40am
Presentation - Do-It-Yourself Wealth Management: Using Technology to Access Professionally Managed Global Diversified Portfolios Cheaply and Efficiently
- Combination of managed account technology and ETFs allow individual investors to have global, diversified portfolios managed professionally in their own accounts with full transparency in an efficient and low-cost manner.
- We provide some examples of this do-it-yourself wealth management.
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10.50am
Presentation - Physical Gold – making a shiny and solid contribution to any portfolio
- Privacy risk-exposure increases with wealth
- The downside of global financial transparency affecting personal wealth
- How structuring personal wealth around gold can offer significant disastrous risk remediation
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11.00am
Presentation - Choosing the right investment product for the current market environment
- What is popular with investors at the moment?
- How investment products can complement your clients´ portfolios
- Keeping the flexibility
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11.10am
Refreshment & Networking
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11.30am
Presentation - What are Life Settlements?
- Non-correlated Alternative Asset Class
- Background
- Current Market Outlook
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11.40am
Panel Discussion
Portfolio construction and model portfolios – doing it effectively and at a rational cost.
- Trends in portfolio construction – is the traditional way becoming obsolete?
- How do you manage cost, expected returns and implementation?
- Advisory – what does that mean and how can you charge for it?
- Long term investing – does anyone really do it?
- The ability to build bespoke portfolios – how should it be done today?
- Monitoring and rebalancing – how can you do it better?
- What’s the role of ETFs and Passive funds?
- How can technology and AI help?
- Execution - Fees, costs and transparency. What's changing?
- How can you differentiate yourself?
Chair
Speakers
Johan JoosteManaging Director
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12.20pm
Panel Discussion
Investment products that are interesting and relevant in 2020
- What are the main investment themes and the products that will be most effective in 2020?
- Certain equities were up a lot in 2019. Time to sell?
- Long-term outperformance in the US. Time to shift to Emerging Markets?
- Credit spreads are very tight today. Will they widen?
- Gold – will it shine brightly in 2020?
- How will you generate income in 2020? What is your client’s expectation on yield today?
- Managing and understanding risk — how do you estimate risk, and how does it impact your investment process?
- How do you think Asian equity market performance will be in 2020?
- Multi asset strategies – still as interesting in 2020?
- Is there an increasing interest in ESG?
- What's the outlook for emerging markets? Asia?
- Is the US market over heated? Are we heading to the next financial crisis in 2020?
- Is Asia warming to index and ETF products?
- What’s the interest of private clients today in;
- Alternatives
- Private equity
- Hedge funds
- Infrastructure
- Property
- Whats the outlook for China in 2020? Good time to invest? What sectors are best?
- How can you managing risk in Asian equities to improve investment performance?
- What’s your view on global equity markets?
- How do you think real assets benefit a broader diversified portfolio?
Chair
Speakers
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1.00pm
Presentation - Investment funds: A tailor-made solution to meet the requirements of independent asset managers, investment advisors and trustees
- How can current regulatory, operational, risk and tax challenges can be overcome by using collective investment schemes?
- Illustration of business cases for using a fund structure
- Functioning, requirements, timeline and costs
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1.10pm
Lunch & Networking
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1.50pm
Room A – Workshop - How is technology impacting the delivery of Wealth Management?
- What are the main evolutions being driven by technology?
- What are the client demands re; technology? What are the expectations?
- Is the industry, and its main players, adopting and adapting its delivery of services?
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1.50pm
Room B – Workshop - Investment Migration: Trends and Developments for HNWIs
- Introduction to the Investment Migration Industry
- Citizenship-by-Investment: Travel and Settlement Freedom for HNWIs
- The world’s leading Residence-by-Investment Programs
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2.30pm
Room B – Workshop - Life Settlements – A Non-correlated Alternative Asset Class
- Background of this Growing Asset Class
- Outsized performance compared to other fixed income products
- How to Invest in Life Settlements
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2.30pm
Panel Discussion
Maximising the discussion around Wealth Solutions and NEXT GEN
- Clients are getting OLD – what do they need before it’s too late?
- How to start the wealth solutions discussion and why is this increasingly important?
- Is this a bigger opportunity for a MFO than a Private Bank?
- Do NEXT GEN clients show any interest in engaging traditional wealth managers?
- Suitability / tax / transparency – what are all the challenges we must consider?
- What developments are we seeing in HNW Insurance?
- The UL conversation is not as easy as it was – how will it evolve?
- More product choice is confusing – how can we present the right opportunities to clients today?
- How have IFCs evolved and what does the future now holds?
Chair
Speakers
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3.10pm
Refreshment & Networking
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3.30pm
Presentation - Life Insurance: UK Property exposure & Inheritance Tax - A UK solution in Asia
- Life Insurance is an incredibly powerful tool to create liquid assets when they are most needed.
- The UK authorities created the 40% problem for overseas owners of UK property. The UK Insurance market offers an excellent, and particularly appropriate solution.
- While the Asia insurance market offering has been viewed by many as too narrow historically; Salus can offer a different product set to this specific solution that is both customer, and particularly IAM friendly.
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3.40pm
Panel Discussion
Accessing Greater China clients – what’s the developing opportunity?
- Are HNW / UHNW clients increasingly interested in booking their assets in Singapore?
- Given the persistent issues in Hong Kong – will this engagement accelerate?
- Do you need an office in both centres? Or is Singapore now the clear winner?
- What’s Singapore got that’s particularly appealing?
- How can Singapore help with wealth structuring and tax optimisation?
- How can you make the most of this opportunity?
Chair
Speakers
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4.10pm
Presentation - VCC: Is it really a game changer?
- Comparison of VCC with other fund vehicles
- When will VCC be a suitable consideration?
- What’s next for the VCC?
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4.20pm
Presentation
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4.30pm
Presentation - Update – Association of Independent Asset Managers Singapore (AIAM)
- What progress has the Association made in 2019?
- Key priorities for the year ahead?
- What does the Association do for independent firms?
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4.40pm
Panel Discussion
What does it take to set up an EAM / MFO?
- What has to be done on day 1?
- What's the cost?
- Office space?
- You think you’re entrepreneurial – but are you really?
- What staff do you need to employ and when?
- What can you outsource and what must be in house?
- Investments / advice / DPM – whats in the mix? how can you get it right?
- What’s the balance between the investment side and non-investment side?
- How do you keep the regulator happy?
- Issues? And how do you avoid them?
- What's a realistic expectation for growth?
- External counsel and professional services – How do you find cost effect and value-added advisers?
- Regulation and compliance – what’s necessary? What licence do you need?
- External reporting – what’s needed and how to do it?
- Is heading out with one big client to set up by yourself a huge risk?
- How do you build the business in a cost-effective way?
Chair
Speakers
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5.30pm
Forum Ends
Independent Wealth Management Forum 2020
Singapore
Rohit Bhuta
Peter Triggs
1291 Group
Will Lawton
Acalution
David Perez de Albeniz
Allfunds
Irene Lee
Alpadis Group
Robert Cheung
Assured Asset Management
Evrard Bordier
Bordier & Cie
Tony Wong
CSOP Asset Management
Ioannis Ioannikiou
Casamont Cyprus
Gary Dugan
DALMA CAPITAL - Global CEO Office
Koh Sin Yee
Duff & Phelps
Deep Singh
EFA Group
Oliver Balmelli
EFG International
Martin Young
Farringdon Asset Management
Brad Thompson
Fidelity Settlements
Philipp Piaz
Finaport
Maxime Fages
Global Precious Metals
Urs Brutsch
HP Wealth Management
Scott Moore, IMCM
Henley & Partners
Dominic Volek
Henley & Partners
Mark Smallwood
Hubbis
David Friedland
Interactive Brokers
Tuck Meng Yee
JRT Partners
Joyce Woo
Jachin Capital
An Kelles
Jersey Finance
Joe Moynihan
Jersey Finance
Peter Muehlsiegl
Leonteq
Antoine Bracq
Lighthouse Canton
Jason Tsui
Lombard International Group
Harold Kim
Neo Risk Investment Advisors
Mark Nelligan
Pershing Singapore, a BNY Mellon company
Aleksey Mironenko
Premia Partners
Benn Ng
Raffles Family Office
Steve Lawless
Salus
Adam Reynolds
Saxo
Ivan Chang
Saxo
Tan Woon Hum
Shook Lin & Bok
Dr. Silvio Struebi
Simon-Kucher Global Strategy Consultancy
Steve Knabl
Swiss-Asia Financial Services
Damian Hitchen
Swissquote
Haren Shah
Taurus Wealth Advisors
Laurence Lancaster
The Sovereign Group
Noli de Pala
TriLake Partners
Marilyn See
Trident Trust
Wolfdieter Schnee
VP Bank
Independent Wealth Management Forum 2020
Singapore