Helping Asian Wealth Management Communities interact

We were delighted to host our annual flagship Investment-focused event in Singapore.

Who attended?

Over 290 leading product & fund gatekeepers from the top international and local Private Banks, Retail Banks, Multi-Family Offices and IFAs, as well as RMs and investment advisers from across the industry.

What was covered?

We focused on the following themes – 

  • What’s the meaning of the word ‘advice’?
  • How to deliver long-term value and investment performance
  • Understanding how to construct robust investment portfolios in today’s environment
  • Driving long-term conversations with clients
  • How to have needs-based conversations with clients and present the best solutions to them
  • Identifying success stories and best practices
  • Exploring how we add value to our clients and manage expectations

 

Jun 8

Investment Solutions Forum 2017

Mandarin Oriental Hotel, Singapore

Featured sponsors
All sponsors

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

Aditya Monappa

Standard Chartered Bank

Aki Ranin

Bambu

Akshay Prasad

Deutsche Bank Wealth Management

Aman Dhingra

UBP

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.

Get involved in Hubbis events

Sponsor an event Hubbis offers multiple sponsorship packages within the Asian Wealth Management community.

Find out more
Event Agenda
download pdf

Morning

  • 8.40am

    Registration

  • 9.00am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.05am

    Panel discussion - What are we going to do for the rest of year?

    • Every private bank has done well in the first few months of 2017 – what now?
    • Does advisory actually mean execution?
    • Advice vs discretionary – what’s best?
    • Are the fees we charge clients transparent in Asia?
    • Where are we in convincing clients about long-term asset allocation and portfolio construction?
    • Do we really care about the client and delivering performance? 
    • How do we overcome the struggle in Asia to give consistent and structured portfolio-led advice – rather than just execute single trades?
    • How do you define what the client wants?

    Chair

    Michael Stanhope
    Chief Executive Officer & Founder
    Hubbis

    Panel members

    Paul Stefansson
    Managing Director, Investment Products & Services, Singapore Head Portfolio Specialists
    UBS Wealth Management

    Marc Lansonneur
    Managing Director, Head of Managed Solutions and Investment Governance
    DBS Bank

    Arnaud Tellier
    Head of Investment Services Asia
    BNP Paribas Wealth Management

    Hou Wey Fook
    Head of Managed Investments
    Bank of Singapore

    Panel Members

  • 9.55am

    Presentation - Fixed income markets on demand

    Stephen Cohen
    Managing Director, Global Head of Fixed Income Beta
    BlackRock

    • Today, technological advances are rapidly transforming finance. Old operating models are being rethought and modernised. We see this disruption occurring within the fixed income industry and it could not come soon enough
    • After all, investors can no longer rely exclusively on the old bond trading model to meet all their liquidity needs
    • We take a look at how ETFs have revolutionised the fixed income industry, and how bond ETFs on an exchange provides investors with the fixed income markets, on demand
  • 10.10am

    Presentation - How to think big in Asia ex-Japan small cap equities

    Siddhartha Singh

    Head of Client Portfolio Management, Asia Equities

    PineBridge Investments

    • An on-the-ground research presence in Asia and a thorough knowledge of companies are among the key success factors in realising one of the largest alpha opportunities in global equity markets, particularly among many hundreds of investable, high-quality, under-researched small and mid-cap stocks in Asia
    • This introductory session serves as a teaser for those who are interested in the Asia small and mid-cap stocks universe and want to learn more on the topic in the 40-minute workshop
  • 10.25am

    Presentation - A case for hybrid securities in your clients' portfolio

    Matthew Byer

    Executive Director & Chief Operating Officer

    Spectrum Asset Management

    • A high-quality, predominantly investment-grade portfolio with an attractive yield 
  • 10.40am

    Refreshment & Networking

  • 11.10am

    Presentation - The significance of Shariah investing

    Sharizad Juma'at

    Chief Executive Officer, RHB Islamic International Asset Management, and Group Head of Islamic Business

    RHB Islamic Asset Management

    • Understanding Shariah investing concepts
    • How resilient is Shariah strategy vis-à-vis unconstrained strategy?
    • Are there similarities between socially responsible investing and Shariah investing?
  • 11.25am

    Presentation - Digital delivery of wealth management - the era of the platform?

    Damian Hitchen

    CEO Singapore

    Swissquote

    • Transition of wealth management into the digital era 
    • Distribution / connectivity is key
  • 11.40am

    Presentation - Valuation of counterparty risk

    Vladimir Pavlov

    Vice President, Financial Engineering

    Numerix

    • The current framework for valuing counterparty risk
    • Technology challenges with counterparty risk valuations
  • 11.50am

    WealthTalk - Investing myths: avoiding flawed thinking in investment recommendations

    Leonardo Drago

    Chief Investment Officer

    AL Wealth Partners

    • A short discussion on de-buking widely-accepted investment truisms to improve portfolio performance
  • 12.00pm

    WealthTalk - Do we really need views on markets?

    Jean-Louis Nakamura

    Chief Investment Officer, Asia Pacific - Chief Executive Officer, Hong Kong

    Lombard Odier

    • Agnostic portfolio construction reveals more robust than (often over-crowded and consensual) market views
    • This is timely to consider in a year which has so far seen initial widespread expectations of fiscal bazooka, self-sustaining reflation dynamics, a strong dollar and steepening yield curves deflating at the speed of the light
  • 12.10pm

    Panel discussion - Do we need a new twist on discretionary portfolios?

    • Are we making any progress in creating a ‘stickier’ engagement with clients?
    • How can banks really make discretionary offerings work, to increase their share of client assets in DPM?
    • Is there still any real potential for DPM to grow in Asia?
    • Is this even relevant for Asian clients?
    • Do we need to change the content of mandates and portfolios?
    • How are you working with third-party partners? White-labelling is best?
    • What’s the role of digital?

    Chair

    Michael Stanhope
    Chief Executive Officer & Founder
    Hubbis

    Panel members

    Jean-Louis Nakamura
    Chief Investment Officer - Asia
    Lombard Odier

    Tuan Huynh
    Chief Investment Officer and Head of DPM, Asia Pacific
    Deutsche Bank

    Aman Dhingra
    Head of Advisory, Singapore
    UBP

    Simon Ip
    Head of Singapore, Markets and Investment Solutions
    Indosuez Wealth Management

    Hrishikesh Unni
    Executive Director
    Taurus Family Office

    Panel Members

  • 12.55pm

    Lunch

Afternoon

  • 13.45pm

    Panel discussion - Challenging the traditional investment approach

    • Is there any real disruption to investment processes? What’s worked, and what hasn’t?
    • Can we consolidate and automate the investment process? What’s the best way to do this?
    • How do we provide any real Intellectual insights?
    • How do you view robo advisory? AI? How on earth will you regulate and audit this?
    • Can a digital approach be innovative for the investment engine – and not just be about distribution?

    Chair

    Michael Stanhope
    Chief Executive Officer & Founder
    Hubbis

    Panel members

    Will Lawton
    Co-Founder
    Eigencat

    Charlie O’Flaherty
    Partner
    Crossbridge Capital

    Michele Ferrario
    Co-Founder and Chief Executive Officer
    StashAway

    Vineet K Vohra
    Director & Practice Leader
    Arete Financial Partners

    Mark Nelligan
    Chief Executive Officer
    Pershing Singapore

    Duncan Klein
    Head of Product Management
    BondIT

    Panel Members

  • 14.30pm

    Presentation - Portfolio construction approaches in the advisory process

    Sumit Sethi

    Executive Director, Analytics Regional Manager - APAC

    MSCI

    • Should our perspective to manage clients' wealth be more outcome-oriented?
    • What’s the appropriate wealth management capital allocation framework?
    • Emerging approaches to build more robust asset allocation
  • 14.40pm

    WealthTalk - Incorporating ESG into the investment process

    Juan Manuel Aronna

    Managing Director, Head of Investment Solutions & Products, Asia

    RBC Wealth Management

    • Difficulties in selling the ESG idea to clients
    • One definition of ESG, several implementation possibilities
    • Challenges in ESG investing and the normal investment process
  • 14.50pm

    WealthTalk - Observations on the Asian robo market

    Aki Ranin

    Chief Operating Officer

    Bambu

    • The opportunity: corporate vs start-up
    • Market moves and traction so far 
    • Self-service vs hybrid in Asia
  • 15.00pm

    Refreshment & Networking

  • 15.25pm

    Panel discussion - Delivering performance

    • How are you delivering performance?
    • Which assets do clients want? What’s the best way to source and deliver on this?
    • Any role for passive and index products?
    • After the mega structured products bonanza in Q1 – what next?
    • What’s the role for private debt and alternatives within portfolios?
    • How can investors be creative in generating yield?
    • How do clients now view their risk?

    Chair

    Michael Stanhope
    Chief Executive Officer & Founder
    Hubbis

    Panel members

    Akshay Prasad
    Managing Director, Head, Structured Products Asia, Global Products and Solutions
    Deutsche Bank Wealth Management

    Roger Meier
    Executive Director, Head of Structured Products Advisory, Asia
    Bank Julius Baer

    Emmanuel Guillaume
    Director, Structured Products
    UBP

    Rohit Jaisingh
    Head, Equity and Commodity Investment Products
    DBS Bank

    Mathieu Perfetti
    Director, Head of Private Equity Asia
    Indosuez Wealth Management

    Panel Members

  • 16.10pm

    Panel discussion - How will you navigate the investment markets in 2H 2017?

    • Will the markets retract in the second half of the year? 
    • How will the macro environment, interest rates, inflation and fund flows impact performance?
    • What will be the impact of US markets?
    • How will geo-political risks impact the landscape?
    • What can you do to protect the portfolios from, and take advantage of, the large-scale structural shifts in the horizon?

    Chair

    Michael Stanhope
    Chief Executive Officer & Founder
    Hubbis

    Panel members

    Ranjiv Raman
    Head of Investments & Treasury - Singapore
    Cazenove Capital

    Aditya Monappa
    Head of Asset Allocation & Portfolio Solutions, Group Wealth Management
    Standard Chartered Bank

    Bryan Goh
    Chief Investment Officer
    Bordier & Cie

    Pankaj Nagrath
    Executive Director
    Bank of Singapore

    Michael Chang
    Chief Investment Officer, Fixed Income
    RHB Asset Management 

    Panel Members

  • 17.00pm

    Forum End

Jun 8

Investment Solutions Forum 2017

Mandarin Oriental Hotel,Singapore

Speakers

Aditya Monappa

Standard Chartered Bank

Aki Ranin

Bambu

Akshay Prasad

Deutsche Bank Wealth Management

Aman Dhingra

UBP

Arnaud Tellier

BNP Paribas Wealth Management

Bryan Goh

Bordier & Cie

Charlie O Flaherty

Crossbridge Capital

Christian Obrist

BlackRock

Damian Hitchen

Swissquote

Duncan Klein

BondIT

Ecaterina Bigos

BlackRock

Emmanuel Guillaume

UBP

Hrishikesh Unni

Taurus Wealth Advisors

Jean-Louis Nakamura

Lombard Odier

Juan Manuel Aronna

RBC Wealth Management

Leonardo Drago

AL Wealth Partners

Marc Lansonneur

DBS Private Banking

Mark Nelligan

Pershing, a BNY Mellon company

Mathieu Perfetti

Indosuez Wealth Management

Matthew Byer

Spectrum Asset Management

Michael Chang

RHB Asset Management

Pankaj Nagrath

Barclays

Paul Stefansson

UBS Wealth Management

Ranjiv Raman

Schroders Wealth Management

Roger Meier

Bank Julius Baer

Rohit Jaisingh

DBS Bank

Sharizad Juma'at

RHB Islamic Asset Management

Siddhartha Singh

PineBridge Investments

Simon Ip

Indosuez Wealth Management

Stephen Cohen

BlackRock

Sumit Sethi

MSCI

Tuan Huynh

Deutsche Bank Wealth Management

Vineet K Vohra, CFA

Arete Consulting

Vladimir Pavlov

Numerix

Wey Fook Hou

DBS Bank

Will Lawton

Quo

Jun 8

Investment Solutions Forum 2017

Mandarin Oriental Hotel,Singapore

Sponsors

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Jun 8

Investment Solutions Forum 2017

Mandarin Oriental Hotel,Singapore

Event Highlights

We were delighted to host our  investment-focused event in Singapore. Over 280 senior individuals attended – including leading product & fund gatekeepers from the top international and local Private Banks, Retail Banks, Multi-Family Offices and IFAs, as well as relationship managers and investment advisers from the industry.

Below for your interest and reference are links to various content we captured from the day. Please click on the orange headlines – and do send any comments or feedback to events@hubbis.com.

 

Content Highlights 

Video Highlights
Photos
Event summary & poll results
Panel discussions
Presentations & Wealth TALKS

 

Post-event Report

You might also like to view the full Post-Event Report – which is a consolidated summary, including photos of speakers & delegates, the attendee profiles & some delegate feedback, polling results, and more.

 

Event Summary 

Event Summary - Evolving investment solutions and portfolio advice in Asia

Providing advice in a more structured and consistent way is essential in preparing investors’ portfolios – especially in an environment where the potential for correction, plus disruption from the march towards digital, looms large - according to speakers at the flagship Hubbis Investment Solutions Forum 2017 in Singapore in early June.

 

Panel Discussions 

We held 5 interactive panel discussions throughout the day – which involved 25 senior industry practitioners who we invited to participate and share their thoughts. We have also incorporated into the summaries below the briefing notes which speakers sent to us in advance of the event. Plus, we have incorporated the results of audience polling done on the day as well as questions we received from delegates on the day. Click on each headline to view the web versions of these – from which you can also access the PDFs.
 

Moving towards more portfolio-led advice
Private banks and other wealth managers in Asia need to ensure they are working smartly with clients to deliver performance in a transparent way, to ensure they withstand competition from the continuing fee pressure and disruptive fintech models.

Panel speakers
Paul Stefansson, Managing Director, Investment Products & Services, Singapore Head Portfolio Specialists, UBS Wealth Management
Marc Lansonneur, Managing Director, Head of Managed Solutions and Investment Governance, DBS Bank
Arnaud Tellier, Head of Investment Services Asia, BNP Paribas Wealth Management
Hou Wey Fook, Head of Managed Investments, Bank of Singapore

 

A new twist on discretionary portfolios
In striving to create a ‘stickier’ engagement with clients, the wealth management industry in Asian still needs to find better ways to increase take-up of discretionary portfolio management (DPM).

Panel speakers
Jean-Louis Nakamura, Chief Investment Officer - Asia, Lombard Odier
Tuan Huynh, Chief Investment Officer and Head of DPM, Asia Pacific, Deutsche Bank
Aman Dhingra, Head of Advisory, Singapore, UBP
Simon Ip, Head of Singapore, Markets and Investment Solutions, Indosuez Wealth Management
Hrishikesh Unni, Executive Director, Taurus Family Office

 

Challenging the traditional investment approach
Digital platforms to consolidate and automate the investment process are slowly gaining ground in Asia, but there is no ‘silver bullet’ and advisers will still play a role.

Panel speakers
Will Lawton, Co-Founder, Eigencat
Charlie O’Flaherty, Partner, Crossbridge Capital
Michele Ferrario, Co-Founder and Chief Executive Officer, StashAway
Vineet K Vohra, CFA, Director & Practice Leader, Arete Financial Partners
Mark Nelligan, Chief Executive Officer, Pershing Singapore
Duncan Klein, Head of Product Management, BondIT

 

How to deliver performance
Wealth managers and investors alike have been enjoying the fruits of positive markets in recent months. To position portfolios for the rest of the year, product specialists suggest how advisers can help guide their clients.

Panel speakers
Akshay Prasad, Managing Director, Head, Structured Products Asia, Global Products and Solutions, Deutsche Bank Wealth Management
Roger Meier, Executive Director, Head of Structured Products Advisory, Asia, Bank Julius Baer
Emmanuel Guillaume, Director, Structured Products, UBP
Rohit Jaisingh, Head, Equity and Commodity Investment Products, DBS Bank
Mathieu Perfetti, Director, Head of Private Equity Asia, Indosuez Wealth Management

 

How to navigate investment markets in 2H 2017
On the back of robust markets in the first half of 2017, especially across Asia, investment specialists in Asian wealth management look at what’s in store for investors for the rest of the year.

Panel speakers
Ranjiv Raman, Head of Investments & Treasury - Singapore, Cazenove Capital
Aditya Monappa, Head of Asset Allocation & Portfolio Solutions, Group Wealth Management, Standard Chartered Bank
Bryan Goh, Chief Investment Officer, Bordier & Cie
Pankaj Nagrath, Executive Director, Bank of Singapore
Michael Chang, Chief Investment Officer, Fixed Income, RHB Asset Management 

 

Presentations 

Below are summaries of the Presentations and Wealth TALKS delivered at the event. These were 10-minute slots delivered either by senior industry practitioners who we invited to speak (Wealth TALKS), or by some of our event partners (Presentations). Also listed with each summary are links to the presentation slides (where these are available from speakers). Click on each headline to view the web versions of these – from which you can also access the 1-page PDFs.

 

WEALTH TALK SUMMARY - Do we really need views on markets?
Jean-Louis Nakamura of Lombard Odier explains the benefits of taking a risk-based approach to managing its multi-asset portfolios.

WEALTH TALK SUMMARY - Incorporating ESG into the investment process
Juan Manuel Aronna of RBC Wealth Management says while environmental issues make headlines when eco-disasters strike, investors are now looking through the gloom.​​​​
View slides

WEALTH TALK SUMMARY - Investing myths: avoiding flawed thinking in recommendations
Leonardo Drago of AL Wealth Partners de-bukes widely-accepted investment truisms to improve portfolio performance.
Link to slides

WEALTH TALK SUMMARY - Observations on the Asian robo market
Aki Ranin of Bambu, takes a pragmatic view in terms of the potential advantages that robo-advisory can have on wealth management in Asia.
View slides

PRESENTATION SUMMARY - Digital delivery of wealth management - the era of the platform?
Damian Hitchen of Swissquote looks at some of the likely digital delivery models of the future.
View slides

PRESENTATION SUMMARY - A case for hybrid securities in client portfolios
Matthew Byer of Spectrum Asset Management explains the features and benefits of preferred securities in investor portfolios, especially in rising rate cycles.
View slides

PRESENTATION SUMMARY - The significance of Shariah investing
Sharizad Juma’at of RHB Asset Management discusses Shariah investing, and explains the resilience of Shariah versus unconstrained strategies.
View slides

PRESENTATION SUMMARY - How to think big in Asia ex-Japan small cap equities
Siddhartha Singh of PineBridge Investments highlights the significant potential from doing close and careful analysis in Asia of smaller-cap stocks.
View slides

PRESENTATION SUMMARY - Fixed income markets on demand
Stephen Cohen of BlackRock discusses what he sees as a bold and exciting new future for bond ETFs.
View slides

PRESENTATION SUMMARY - Portfolio construction approaches in the advisory process
Sumit Sethi of MSCI looks at whether managing clients' wealth should be more outcome-oriented, and explores approaches to more robust asset allocation.
View slides

PRESENTATION SUMMARY - Valuation of counterparty risk
Vladimir Pavlov of Numerix talks about how to address technology challenges with counterparty risk valuations.
View slides

 

Testimonials

“The [Hubbis] investment forum saw a gathering of industry captains from Singapore and the region. The presentations and discussions were thought provoking, timely and provided insights into some of the key topics surrounding the way we work and operate today.”

Eliza Ong, Managing Director, Regional Head of Group Asset Management, RHB Asset Management

 

Jun 8

Investment Solutions Forum 2017

Mandarin Oriental Hotel,Singapore