We were delighted to host our 4th annual technology-focused event in Singapore – where 275 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.

Jun 18

Redefining the Digital Evolution in Wealth Management 2015

Pan Pacific, Marina Square, Singapore, Singapore

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

David Formula

OCBC Bank

Yashesh M. Kampani

IBM

Urs Lichtenberger

Credit Suisse Private Banking

Erdem Ozgul

Numerix

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.

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Pan Pacific, Marina Square, Singapore, Singapore

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Event Agenda
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  • 8.40am

    Registration

  • 9.00am

    Welcome Address

    Anthony Northam

    Head of Market Development, ASEAN

    Thomson Reuters

  • 9.05am

    Keynote Address - Building a digital bank - the journey so far

    Olivier Crespin

    Chief Fintech Officer

    CIMB

    Why build it in the first place? • Creating a clear roadmap • Implementation • Driving a revolution

  • 9.35am

    Panel discussion - Making digital matter – are banks doing enough yet?

    • What does digital really mean in wealth management today?
    • What are the priorities for banks to make the most of the technologies and channels which exist today?
    • Are banks changing the way they think about and approach the development of new ways of doing business? What should they be doing?
    • Usability and navigation: what’s the right blend to really enhance the client experience? Is the intended client experience coming to fruition?
    • Are clients’ needs being served? Do you even know what they are?
    • Flexibility Vs cost Vs track-record Vs speed? What matters most, and why?
    • What is needed to do more with data?
    • How can banks monetise digital platforms and initiatives? Are there any real KPIs?
    • Is the investment and time really worth it? • Are banks able to differentiate their offering in such a competitive marketplace?
    • Where are the real pain points banks can address using digital?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Ketan Samani

    Managing Director, Chief Digital Officer, Asis Pacific

    UBS Wealth Management

    Yashesh M. Kampani

    General Manager, Banking and Financial Markets, ASEAN

    IBM

    Rajiv Agarwal

    Managing Director

    Arete Financial Partners

    Iker Ibanez

    Director, Digital Transformation

    PwC

    Adrian Hutzli

    Head of Sales

    SIX

  • 10.15am

    Keynote Presentation - Information impact and patterns in prices

    Patrick Donaldson

    Head of Market Development, Wealth Management – Asia Pacific & Japan

    Refinitiv

    • Do investors react incorrectly to information due to their emotions?
    • Can machine readable news and big data help spot mispriced stocks?
  • 10.35am

    Refreshment & Networking

  • 11.00am

    Presentation - 5 areas where technology may add value to the wealth management business

    Grzegorz Prosowicz

    Consulting Director

    Comarch

    • Threat or opportunity? The main challenges for wealth management
    • Technology in action – how the industry answers to changes
    • How to add value for clients and wealth managers?
  • 11.20am

    Panel discussion - Are you ready for the disruption?

    • What are the main digital trends driving and reshaping wealth management? Where is the biggest potential for digital disruption?
    • Where exactly is transformation currently taking place?
    • What does it take to compete in this space today?
    • Will the cloud be the real game-changer for wealth management?
    • Do banks have the people, culture and mind-set needed to adapt and thrive against the digital giants likely to enter this space?
    • How and why is digital design the key to success in driving business transformation and client engagement?
    • Rather than competing head-on – are there any immediate opportunities for disruptive technologies to provide private banks a way to extend their value proposition?
    • What’s missing and where are the main shortfalls – what will hold back banks and other traditional players from truly integrating new mobile, digital and social media-linked solutions to drive new business?

    Chair

    Patrick Donaldson

    Head of Market Development, Wealth Management – Asia Pacific & Japan

    Refinitiv

    Speakers

    Hoong Shen Wong

    Executive Director

    UBS Wealth Management

    Loic Pitrou

    General Manager, Asia

    Additiv

    Jacqueline Teoh

    Managing Director

    Orbium

    Shiv Dewan

    Principal

    BCG

  • 12.00pm

    Head - to - Head Q & A - Digitisation of banks in Asia: the transformation of wealth management service delivery

    Daniel Kennedy

    Sales Director

    SS&C Technologies

    • What are the drivers behind the shift towards digital service models for banks in Asia?
    • What kind of information and delivery channels are customer demanding?
    • Is investment data and analytics keeping up with customer expectations?
    • What kinds of service model transformation projects are you seeing in Asia?
    • What are the biggest challenges around delivering data for client reporting?
    • How can data and analytics give a competitive advantage?
  • 12.10pm

    Presentation - Digital banking manifesto – a shortlist of the key principles for building a digital bank

    Deirdre Jennings

    Managing Director, Asia Pacific

    Crealogix

    A look at how to manage the disruptive changes in banking by shifting focus and managing trade-offs. We propose 7 key principles to enable a bank to build a long-term digital roadmap for harvesting business benefits and creating a competitive advantage.

    • BEHAVIOUR over segmentation
    • HYBRID ADVISORY over autopilot
    • CONVENIENCE over security
    • SOCIAL over client adviser only
    • CONTEXTUAL INSIGHTS over reporting
    • ORCHESTRATION over integration
    • DIGITAL LEADERSHIP over technology only
  • 12.25pm

    Panel discussion - The local perspective: a growing engagement in developing wealth centres

    • Where is the opportunity across wealth and asset management in local markets to build-out the technology engagement
    • What should the priorities be for different types of organisations within wealth and asset management? Especially in local markets?
    • How can they get core banking right? • What are some of the practical challenges involved when buying new systems, software and solutions? How can these be addressed? 
    • How is the developing product-set impacting what platforms are now needed?
    • What platforms exist to help bridge the gaps? 
    • Playing catch-up – what is the potential for lagging firms to use technology to help them leapfrog to the next stage of development? What are the options available to them? And the issues / challenges in taking this approach?
    • What will the landscape look like in 5 to 10 years’ time?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Thomas Askew

    Head Product Engineering, Investment and Bancassurance

    Standard Chartered Bank

    Patrick Enjalbal

    General Manager, Asia Pacific

    Sofgen

    Peter Scott

    General Manager Asia Pacific & Member of Executive Board - Avaloq

    Avaloq

    Michael Chahine

    General Manager, Private Banking

    Emirates NBD

  • 13.05pm

    Lunch

  • 13.50pm

    Panel discussion - Getting your implementation right – learning from best practice

    • What does a successful implementation look and feel like?
    • What often goes wrong? And how can this be prevented? Looking in detail at each stage of the decision-making process 
    • Can vendors play a more meaningful or proactive role in helping local institutions? If so, in what ways?
    • What does an effective vendor management framework look like?
    • How can banks create IT teams that are commercially driven
    • What’s the best way to challenge IT professionals and broaden their experience? And ultimately retain them?
    • Where can scalability come from? Is consolidation the answer? How can that approach help you tackle new technology requirements?
    • How have the largest international institutions tackled these implementation challenges?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Urs Lichtenberger

    Director, Client Platform, Asia Pacific

    Credit Suisse Private Banking

    Tony Greenwood

    Director, Global Transformation, Strategy and Business Performance Team

    RBC Wealth Management

    Michiel van Selm

    Chief Operating Officer

    Canopy

    Aaron Perryman

    Partner, Financial Services Advisory

    EY

  • 14.30pm

    Presentation - Credit Suisse case study: a look inside a digital journey

    Urs Lichtenberger

    Director, Client Platform, Asia Pacific

    Credit Suisse Private Banking

    • The decision to go digital – why now?
    • Client focused, not bank-focused
    • Making all the pieces fit
    • Where next with the platform?
  • 14.45pm

    Presentation - Revolutionising commodities trading

    Seamus Donoghue

    Vice President of Business Development

    Allocated Bullion Solutions

    • Commodities is one of the last asset classes to follow an electronic path
    • What’s needed to make this happen?
    • What will be the impact of a more tech-savvy and efficient market?
  • 15.00pm

    Refreshment & Networking

  • 15.25pm

    Presentation - Multi-issuer platforms

    Erdem Ozgul

    Managing Director

    Numerix

    • Enhancing efficiency
    • Creating a seamless front?to?back system
    • Advantages for sell-side and buy-side
  • 15.40pm

    Panel discussion - How to keep up with the advisory revolution

    • What is having the biggest impact on the role and delivery of advice in wealth management?
    • In what ways is this reshaping the landscape and advisory models?
    • Robo-advisers – what do they mean for the advisory model?
    • How can banks get better equipped to facilitate a move towards a quick, slick and personalised offering?
    • What is needed to enhance relevance and context – and control – for client portfolios?
    • Where will the next mobile wave of investment product come from?
    • What does the next generation want from their wealth management experience? To drive the tools and services of tomorrow?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Edrick Ho

    Head of Digital and Channel Management, Retail Banking, Asia Pacific

    ANZ

    Naman Shah

    Director Asia Pacific

    BizEquity

    Valerie Bruce

    E-Business Specialist

    Quilter International

    Deirdre Jennings

    Managing Director, Asia Pacific

    Crealogix

  • 16.20pm

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

    • How are today's technology and systems-related needs and priorities likely to develop?
    • What tools or services will wealth managers of tomorrow need stay ahead?
    • How can banks better service client obsessions with smartphones and tablets?
    • 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?
    • Where’s the balance between self-service banking and traditional wealth management?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    David Formula

    IT Manager for Wealth Management

    OCBC Bank

    Neal Cross

    Managing Director and Chief Innovation Officer

    DBS Bank

    Jeremy Hebblethwaite

    Head of Architecture, Integration & Security

    Bank Julius Baer

    Michael Yue

    Industry Head, Banking and Financial Services

    Google

  • 17.00pm

    Forum End

Jun 18

Redefining the Digital Evolution in Wealth Management 2015

Pan Pacific, Marina Square, Singapore,Singapore

Speakers

David Formula

OCBC Bank

Yashesh M. Kampani

IBM

Urs Lichtenberger

Credit Suisse Private Banking

Erdem Ozgul

Numerix

Thomas Askew

Standard Chartered Bank

Iker Ibanez

PwC

Peter Scott

Avaloq

Daniel Kennedy

SS&C Technologies

Michiel van Selm

Canopy

Olivier Crespin

CIMB

Valerie Bruce

Quilter International

Michael Chahine

Emirates NBD

Ketan Samani

UBS Wealth Management

Aaron Perryman

EY

Anthony Northam

Thomson Reuters

Hoong Shen Wong

UBS Wealth Management

Tony Greenwood

RBC Wealth Management

Deirdre Jennings

Crealogix

Loïc Pitrou

New Wealth

Edrick Ho

ANZ

Naman Shah

BizEquity

Grzegorz Prosowicz

Comarch

Patrick Donaldson

Refinitiv

Seamus Donoghue

Allocated Bullion Solutions

Neal Cross

DBS Bank

Jacqueline Teoh

Orbium

Rajiv Agarwal

Arete Financial Partners

Jeremy Hebblethwaite

Bank Julius Baer

Patrick Enjalbal

Sofgen

Adrian Hutzli

SIX

Michael Yue

Google

Shiv Dewan

BCG

Jun 18

Redefining the Digital Evolution in Wealth Management 2015

Pan Pacific, Marina Square, Singapore,Singapore

Partners

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Jun 18

Redefining the Digital Evolution in Wealth Management 2015

Pan Pacific, Marina Square, Singapore,Singapore