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When setting their strategies for the foreseeable years ahead, private banking and wealth management leaders in Asia are faced with a markedly different environment today from what they faced perhaps a year ago. The pandemic hit in early 2020 and after some sharp falls in mainstream asset prices and high volatility, the markets recovered and so too volumes, and as people had more time on their hands to adjust their investments and their estate planning, private bank and IAM/EAM activity levels and then profitability both surged. It was even better in 2021, as analysts and investors brushed aside the threats of inflation and higher rates. Fast forward to 2022, and inflation is hitting some shocking headline numbers, rate rises are coming thick and fast, and the world is seriously worried about the ambitions and activities of Russia under Putin.

In Asia, of course, many of these concerns are less acute, as the region feels distanced from Russia, as inflation is generally muted across APAC, and as only a sprinkling of the region’s central banks have so far turned hawkish, and China, for example, is more likely to be able to cut rates than raise them.

The Hubbis Digital Dialogue discussion on July 21 will bring together a panel of wealth management leaders in the region to analyse the current environment and outlook and to discuss the right business strategies and key challenges ahead. They will look broadly at the need for ongoing digitisation both for efficiencies and for uplifting the client offering, they will discuss the role of the RMs and advisors, and how they can become more productive and relevant, and they will look at the availability and costs of hiring and retaining the best talent. They will review their private bank investment and custody platforms and look at how they are fighting back against the digital execution and custody platforms.

Jul 21

Private Banking Leaders discuss the Visions of the Future of...

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

Atul Singh

Validus Wealth

Alvin Lee

Maybank

Michael Blake

UBP

James Verner

InvestCloud

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Event Agenda
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  • 15.00pm

    Private Banking Leaders discuss the Visions of the Future of Wealth Management in Asia

    • What growth potential do you see ahead in 2022 and beyond, and where are the key opportunities in Asia private banking?
    • What are the key challenges for the coming years ahead?
    • What is happening to the private client base in Asia, and how are clients’ needs and expectations changing?
    • How are leaders in this industry enhancing their value proposition, products and service offering?
    • What role will the RM play in the post-pandemic world, and how will his/her relevance, profitability and productivity be enhanced?
    • Are the private banks enslaved and hamstrung by compliance, or is the regulatory proliferation worldwide an opportunity to drive for professionalism in the industry rather than an impediment?
    • Are the banks managing to boost their advisory and DPM income, thereby reducing the weighting of the ad hoc, product-selling type revenues?
    • Where are they in their digital transformation journeys, and what are the next destinations ahead?
    • How are banks and other firms able to win new clients and clients from amongst the younger generations?
    • How will the competitive arena evolve in the coming several years? Are the leaders ready for those challenges?

    Speakers

    James Verner

    President, APAC

    InvestCloud

    Alvin Lee

    Head of Group Wealth Management & Community Financial Services

    Maybank

    Michael Blake

    CEO Wealth Management Asia

    UBP

    Atul Singh

    Founder & Chief Executive Officer

    Validus Wealth

  • 16.00pm

    Webinar Ends

Jul 21

Private Banking Leaders discuss the Visions of the Future of...

3.00pm - 4.00pm HKT/SGT

Speakers

Atul Singh

Validus Wealth

Alvin Lee

Maybank

Michael Blake

UBP

James Verner

InvestCloud

Jul 21

Private Banking Leaders discuss the Visions of the Future of...

3.00pm - 4.00pm HKT/SGT

Partners
Jul 21

Private Banking Leaders discuss the Visions of the Future of...

3.00pm - 4.00pm HKT/SGT