We were delighted to host our 4th annual technology-focused event in Hong Kong – where 200 senior industry practitioners discussed and debated the real disruptive potential of mobile, digital, social and cloud technologies within Asian wealth management.

 

Thank you to everyone who attended, and our sponsors, especially our Platinum sponsor, Thomson Reuters.

Nov 12

Redefining the Digital Evolution in Wealth Management

Island Shangri-La Hotel, Hong Kong, Hong Kong

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

Ben Worthington

Zurich Life Insurance

Mark Wales

Galileo Platforms

Mark Munoz

Contineo

Valerie Bruce

Quilter International

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

Middle East Wealth Management Forum 2020

Island Shangri-La Hotel, Hong Kong, Hong Kong

We were delighted to host our 5th annual Middle East Wealth Management Forum in Dubai....

read more

Get involved in Hubbis events

Sponsor an event

2020 event schedule.
2021 event schedule.

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

Contact Us
Event Agenda
download pdf
  • 8.40am

    Registration

  • 9.00am

    Welcome Address

    Camilla de Villiers

    Global Head, Digital Solutions, Regional Head, Wealth Management, EMEA & Asia

    Lionbridge

  • 9.10am

    Panel discussion - How you can make digital matter

    • Everyone is 'going digital,' but just what does that mean?
    • Are you making the most of the technologies and channels which exist?
    • How do you need to change the way you think about the business?
    • What challenges do firms face when they extend an adviser-based business model with digital capabilities?
    • Is the investment and time really worth it?
    • What impact will the growth of the fintech industry have on traditional wealth managers?
    • Digital is not just a client-facing opportunity – how can firms use analytics and big data to gain a competitive edge?
    • Who will be the winners and losers in 5 to 10 years’ time?

    Chair

    Robert Agnew

    Partnership Director, North Asia

    Thomson Reuters

    Speakers

    Peter Rutherford

    Director, Information Technology

    Credit Suisse Private Banking

    Terence Tam

    Executive Director, Head of Wealth Management Technology, Asia ex-Japan, Global Information Technology Division

    Nomura

    Julian Webb

    Head of Data Management and Analytics, SS&C Anova

    SS&C Technologies

    Clive Smith

    Head of Sales, Asia Pacific

    Assentis

  • 9.55am

    Presentation - Crowd investment

    Philippe El Asmar

    Partner, Head of Business Development

    Amareos

    • What’s happening in this space?
    • Opportunities and challenges
  • 10.15am

    Presentation - Creating a new investment experience

    Hrvoje Krkalo

    Executive Director

    Leonteq Securities

    • Redefining the origination and distribution of investment products in Asia through automation
    • New partnership mode
  • 10.35am

    Refreshment & Networking

  • 11.05am

    Panel discussion - The fintech phenomenon – does it have any real substance?

    • Are mobile, digital and social media trends reshaping wealth management to any significant extent yet?
    • Do fintechs have the potential to ever challenge for real market share?
    • Where is the biggest scope for disruption?
    • What is the role for fintechs in wealth management of tomorrow?
    • What’s the likely influence of robo-advisers in 10 years’ time?
    • Rather than competing head-on – are there any immediate opportunities for disruptive technologies to provide private and retail banks a way to extend their value proposition?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Alex Ypsilanti

    Chief Executive Officer and Co-Founder

    Quantifeed

    Mathias Helleu

    Executive Chairman

    8 Securities

    Dominic Gamble

    CEO & Co-founder

    findaWEALTHMANAGER.com

    Juwan Lee

    Lead Founder and CEO

    NexChange

    Sameer Chishty

    Chief Executive Officer, Managing Director

    Streeton Partners

    Seamus Donoghue

    Vice President of Business Development

    Allocated Bullion Solutions

    Renu Bhatia

    Co Founder

    Asia Fintech Angels

  • 11.55am

    Presentation - Precious metals - waiting for the technology revolution

    Seamus Donoghue

    Vice President of Business Development

    Allocated Bullion Solutions

    • Why can’t you trade physical gold on your current client platform?
    • Physical vs paper - key differences
    • Is the market broken: is telephone-based trading the future?
    • Electronic trading and post trade - what we can learn from other asset classes?
    • Key considerations for private banks trading gold
  • 12.15pm

    Panel discussion - Creating a culture of innovation

    • Do banks and other incumbents in wealth management have the people, culture and mind-set needed to adapt and thrive against the digital players likely to enter this space?
    • What’s the secret to being able to continually reinvent your business?
    • How do the more forward-thinking firms doing to achieve this?
    • How does cultural innovation relate to people, teams and risk-taking in terms of new thinking and decision-making?
    • How can banks and other traditional financial services / wealth management institutions achieve this – especially since they have to move quickly in today’s competitive landscape?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Paul Mais

    Head of Business Process and Prioritisation, Retail Banking and Wealth Management Asia Pacific

    HSBC Bank

    Marko Milek

    Head of Global Exchange, APAC

    State Street

    Aaron Perryman

    Partner, Financial Services Advisory

    EY

    Luke Waddington

    Head of GM APAC Electronic Business, Global Markets

    BNP Paribas

  • 13.00pm

    Lunch

  • 13.50pm

    Panel discussion - Driving the digital revolution in insurance

    • How are emerging digital and other technologies reshaping the way insurance companies connect with customers?
    • What does it take to leverage technology to drive customer acquisition and retention across multiple distribution channels?
    • How can insurance companies create a competitive advantage through investment in technology and data-driven insights about customers?
    • How can the customer experience be improved?
    • How can social media facilitate personalised customer engagement? To what extent can you reach new markets using social channels?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Valerie Bruce

    E-Business Specialist

    Quilter International

    Ben Worthington

    Principal, Head of Business Development & Sales

    Mercer

    Mark Wales

    Chief Executive Officer

    Galileo Platforms

    Marco Kamerling

    Associate Partner & Managing Director

    Synpulse

  • 14.25pm

    Refreshment & Networking

  • 14.35pm

    Presentation - How to cope with complex interactions between content, case-workers and business resulting from going digital

    Mark Buesser

    Chief Executive Officer

    IMTF

    • Going digital is migrating back-end activities to the front
    • Coping / automating challenges from Compliance-, Tax-, Cross-Border- and Suitability-requirements
    • Each case requires unique handling!
    • Reducing time & complexity with IMTF’s case management framework & content
  • 15.25pm

    Panel discussion - How to keep up with the advisory and platform revolution

    • What is having the biggest impact on the role and delivery of investment products and advice in wealth management?
    • There are many platforms from many vendors – how can firms coordinate these platforms and information / data?
    • Can asset managers compete with robo-advisers in a more rational and regulated world in relation to fees and performance expectations?
    • What is needed to enhance relevance and context – and control – for client portfolios?
    • Where will the next mobile wave of investment product come from?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Panos Archondakis

    Executive Director, Group Technology

    UBS Wealth Management

    Robert Rooks

    Partner, Financial Services Industry

    Deloitte

    Mark Munoz

    Marketing

    Contineo

    Andrew Hardie

    Principal, Hong Kong

    BCG

  • 16.05pm

    Panel discussion - Innovation: where next for technology in wealth management?

    • What tools or services will wealth managers of tomorrow need stay ahead?
    • How can banks and other wealth management players better service client obsessions with smartphones and tablets?
    • Design or functionality – which is more important? What will be the challenges in implementing new solutions?
    • The client experience of the future: how can you more actively involve the clients along the entire advisory process through the way they use online and mobile channels?
    • What does the next generation want from their wealth management experience? To drive the tools and services of tomorrow?
    • Where’s the balance between self-service banking and traditional wealth management?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Stanley Yu

    Director, Group Technology

    UBS Wealth Management

    Mark Buesser

    Chief Executive Officer

    IMTF

    Daniel Chia

    Co-Founder

    Call Levels

  • 16.45pm

    Forum End

Nov 12

Redefining the Digital Evolution in Wealth Management

Island Shangri-La Hotel, Hong Kong,Hong Kong

Speakers

Ben Worthington

Zurich Life Insurance

Mark Wales

Galileo Platforms

Mark Munoz

Contineo

Valerie Bruce

Quilter International

Panos Archondakis

UBS Wealth Management

Clive Smith

Assentis

Dominic Gamble

findaWEALTHMANAGER.com

Sameer Chishty

Streeton Partners

Robert Rooks

Deloitte

Juwan Lee

NexChange

Daniel Chia

Call Levels

Harry Krkalo

Leonteq Securities

Marco Kamerling

Synpulse

Aaron Perryman

EY

Julian Webb

SS&C Technologies

Peter Rutherford

Credit Suisse Private Banking

Seamus Donoghue

Allocated Bullion Solutions

Stanley Yu

UBS Wealth Management

Mark Buesser

IMTF

Robert Agnew

Thomson Reuters

Terence Tam

Nomura

Philippe El Asmar

Amareos

Renu Bhatia

Super Charger

Paul Mais

HSBC Bank

Mathias Helleu

8 Securities

Camilla de Villiers

Lionbridge

Luke Waddington

BNP Paribas

Alex Ypsilanti

Quantifeed

Marko Milek

State Street

Nov 12

Redefining the Digital Evolution in Wealth Management

Island Shangri-La Hotel, Hong Kong,Hong Kong

Partners

platinum

gold

silver

bronze

Nov 12

Redefining the Digital Evolution in Wealth Management

Island Shangri-La Hotel, Hong Kong,Hong Kong