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
Investment Solutions Forum 2017
Mandarin Oriental Hotel, Singapore
A community of leading organisations within Asian Wealth Management
Senior figures in Asian Wealth Management are speaking at this event
Will Lawton
Acalution
Leonardo Drago
AlTi Tiedemann Global
Vineet K Vohra, CFA
Arete Consulting
Arnaud Tellier
BNP Paribas Wealth Management
Aki Ranin
Bambu
Pankaj Nagrath
Barclays
Christian Obrist
BlackRock
Stephen Cohen
BlackRock
Why you should attend Hubbis events
Experience our latest event for yourself
INDEPENDENT WEALTH MANAGEMENT FORUM - Singapore 2024
Mandarin Oriental Hotel, Singapore
Hubbis was delighted to host the 2024 Independent Wealth Management Forum in Singapor...
read moreGet involved in Hubbis events
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8.40am
Registration
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9.00am
Welcome Address
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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
HubbisPanel members
Paul Stefansson
Managing Director, Investment Products & Services, Singapore Head Portfolio Specialists
UBS Wealth ManagementMarc Lansonneur
Managing Director, Head of Managed Solutions and Investment Governance
DBS BankArnaud Tellier
Head of Investment Services Asia
BNP Paribas Wealth ManagementHou Wey Fook
Head of Managed Investments
Bank of SingaporeSpeakers
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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
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10.10am
Presentation - How to think big in Asia ex-Japan small cap equities
- 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
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10.25am
Presentation - A case for hybrid securities in your clients' portfolio
- A high-quality, predominantly investment-grade portfolio with an attractive yield
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10.40am
Refreshment & Networking
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11.10am
Presentation - The significance of Shariah investing
Sharizad Juma'atChief 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?
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11.25am
Presentation - Digital delivery of wealth management - the era of the platform?
- Transition of wealth management into the digital era
- Distribution / connectivity is key
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11.40am
Presentation - Valuation of counterparty risk
- The current framework for valuing counterparty risk
- Technology challenges with counterparty risk valuations
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11.50am
WealthTalk - Investing myths: avoiding flawed thinking in investment recommendations
- A short discussion on de-buking widely-accepted investment truisms to improve portfolio performance
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12.00pm
WealthTalk - Do we really need views on markets?
Jean-Louis NakamuraChief 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
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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
HubbisPanel members
Jean-Louis Nakamura
Chief Investment Officer - Asia
Lombard OdierTuan Huynh
Chief Investment Officer and Head of DPM, Asia Pacific
Deutsche BankAman Dhingra
Head of Advisory, Singapore
UBPSimon Ip
Head of Singapore, Markets and Investment Solutions
Indosuez Wealth ManagementHrishikesh Unni
Executive Director
Taurus Family OfficeSpeakers
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12.55pm
Lunch & Networking
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1.45pm
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
HubbisPanel members
Will Lawton
Co-Founder
EigencatCharlie O’Flaherty
Partner
Crossbridge CapitalMichele Ferrario
Co-Founder and Chief Executive Officer
StashAwayVineet K Vohra
Director & Practice Leader
Arete Financial PartnersMark Nelligan
Chief Executive Officer
Pershing SingaporeDuncan Klein
Head of Product Management
BondITSpeakers
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2.30pm
Presentation - Portfolio construction approaches in the advisory process
- 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
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2.40pm
WealthTalk - Incorporating ESG into the investment process
Juan AronnaHead, Investment Solutions and Products, RBC Wealth Management 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
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2.50pm
WealthTalk - Observations on the Asian robo market
- The opportunity: corporate vs start-up
- Market moves and traction so far
- Self-service vs hybrid in Asia
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3.00pm
Refreshment & Networking
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3.25pm
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
HubbisPanel members
Akshay Prasad
Managing Director, Head, Structured Products Asia, Global Products and Solutions
Deutsche Bank Wealth ManagementRoger Meier
Executive Director, Head of Structured Products Advisory, Asia
Bank Julius BaerEmmanuel Guillaume
Director, Structured Products
UBPRohit Jaisingh
Head, Equity and Commodity Investment Products
DBS BankMathieu Perfetti
Director, Head of Private Equity Asia
Indosuez Wealth ManagementSpeakers
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4.10pm
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
HubbisPanel members
Ranjiv Raman
Head of Investments & Treasury - Singapore
Cazenove CapitalAditya Monappa
Head of Asset Allocation & Portfolio Solutions, Group Wealth Management
Standard Chartered BankBryan Goh
Chief Investment Officer
Bordier & CiePankaj Nagrath
Executive Director
Bank of SingaporeMichael Chang
Chief Investment Officer, Fixed Income
RHB Asset ManagementSpeakers
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5.00pm
Forum Ends
Investment Solutions Forum 2017
Mandarin Oriental Hotel,Singapore
Will Lawton
Acalution
Leonardo Drago
AlTi Tiedemann Global
Vineet K Vohra, CFA
Arete Consulting
Arnaud Tellier
BNP Paribas Wealth Management
Aki Ranin
Bambu
Pankaj Nagrath
Barclays
Christian Obrist
BlackRock
Stephen Cohen
BlackRock
Ecaterina Bigos
BlackRock
Duncan Klein
BondIT
Bryan Goh
Bordier & Cie
Charlie O Flaherty
Crossbridge Capital
Rohit Jaisingh
DBS Bank
Hou Wey Fook
DBS Bank
Marc Lansonneur
DBS Private Bank
Akshay Prasad
Deutsche Bank
Tuan Huynh
Deutsche Bank Wealth Management
Simon Ip
Indosuez Wealth Management
Mathieu Perfetti
Indosuez Wealth Management
Roger Meier
Julius Baer
Jean-Louis Nakamura
Lombard Odier
Sumit Sethi
MSCI
Vladimir Pavlov
Numerix
Mark Nelligan
Pershing Singapore, a BNY Mellon company
Siddhartha Singh
PineBridge Investments
Juan Aronna
RBC Wealth Management
Michael Chang
RHB Asset Management
Sharizad Juma'at
RHB Islamic Asset Management
Ranjiv Raman
Schroders Wealth Management
Matthew Byer
Spectrum Asset Management
Aditya Monappa
Standard Chartered Bank
Damian Hitchen
Swissquote
Hrishikesh Unni
Taurus Wealth Advisors
Aman Dhingra
UBP
Emmanuel Guillaume
UBP
Paul Stefansson
UBS Global Wealth Management
Investment Solutions Forum 2017
Mandarin Oriental Hotel,Singapore
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 [email protected].
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
Investment Solutions Forum 2017
Mandarin Oriental Hotel,Singapore