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.
Redefining the Digital Evolution in Wealth Management 2015
Pan Pacific, Marina Square, Singapore, Singapore
A community of leading organisations within Asian Wealth Management
Senior figures in Asian Wealth Management are speaking at this event
Edrick Ho
ANZ
Deirdre Jennings
AlfaSec Advisors
Seamus Donoghue
Allocated Bullion Solutions
Rajiv Agarwal
Arete Financial Partners
Peter Scott
Avaloq
Shiv Dewan
BCG
Naman Shah
BizEquity
Olivier Crespin
CIMB
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INDEPENDENT WEALTH MANAGEMENT FORUM - Singapore 2024
Pan Pacific, Marina Square, Singapore, Singapore
Hubbis was delighted to host the 2024 Independent Wealth Management Forum in Singapor...
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8.40am
Registration
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9.00am
Welcome Address
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9.05am
Keynote Address - Building a digital bank - the journey so far
Why build it in the first place? • Creating a clear roadmap • Implementation • Driving a revolution
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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
Speakers
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10.15am
Keynote Presentation - Information impact and patterns in prices
Patrick DonaldsonGlobal Head of Wealth Solutions, Sales Strategy & Execution
Refinitiv, an LSEG Business
- Do investors react incorrectly to information due to their emotions?
- Can machine readable news and big data help spot mispriced stocks?
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10.35am
Refreshment & Networking
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11.00am
Presentation - 5 areas where technology may add value to the wealth management business
- 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?
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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 DonaldsonGlobal Head of Wealth Solutions, Sales Strategy & Execution
Refinitiv, an LSEG Business
Speakers
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12.00pm
Head - to - Head Q & A - Digitisation of banks in Asia: the transformation of wealth management service delivery
- 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?
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12.10pm
Presentation - Digital banking manifesto – a shortlist of the key principles for building a digital bank
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
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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
Speakers
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1.05pm
Lunch & Networking
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1.50pm
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
Speakers
Urs LichtenbergerManaging Director - Head Client & Front Office Platform,
Credit Suisse Wealth Management
Tony GreenwoodDirector, Global Transformation, Strategy and Business Performance Team
RBC Wealth Management
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2.30pm
Presentation - Credit Suisse case study: a look inside a digital journey
Urs LichtenbergerManaging Director - Head Client & Front Office Platform,
Credit Suisse Wealth Management
- The decision to go digital – why now?
- Client focused, not bank-focused
- Making all the pieces fit
- Where next with the platform?
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2.45pm
Presentation - Revolutionising commodities trading
- 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?
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3.00pm
Refreshment & Networking
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3.25pm
Presentation - Multi-issuer platforms
- Enhancing efficiency
- Creating a seamless front?to?back system
- Advantages for sell-side and buy-side
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3.40pm
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
Speakers
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4.20pm
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
Speakers
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5.00pm
Forum Ends
Redefining the Digital Evolution in Wealth Management 2015
Pan Pacific, Marina Square, Singapore,Singapore
Edrick Ho
ANZ
Deirdre Jennings
AlfaSec Advisors
Seamus Donoghue
Allocated Bullion Solutions
Rajiv Agarwal
Arete Financial Partners
Peter Scott
Avaloq
Shiv Dewan
BCG
Naman Shah
BizEquity
Olivier Crespin
CIMB
Michiel van Selm
Canopy
Grzegorz Prosowicz
Comarch Capital Markets
Urs Lichtenberger
Credit Suisse Wealth Management
Neal Cross
DBS Bank
Aaron Perryman
EY
Michael Chahine
Emirates NBD
Michael Yue
Yashesh M. Kampani
IBM
Jeremy Hebblethwaite
Julius Baer
Loic Pitrou
New Wealth
Erdem Ozgul
Numerix
David Formula
OCBC Bank
Jacqueline Teoh
Orbium
Iker Ibanez
PwC
Valerie Bruce
Quilter International
Tony Greenwood
RBC Wealth Management
Patrick Donaldson
Refinitiv, an LSEG Business
Adrian Hutzli
SIX
Daniel Kennedy
SS&C GlobeOp
Patrick Enjalbal
Sofgen
Thomas Askew
Standard Chartered Bank
Anthony Northam
Thomson Reuters
Ketan Samani
UBS Global Wealth Management
Hoong Shen Wong
UBS Global Wealth Management
Redefining the Digital Evolution in Wealth Management 2015
Pan Pacific, Marina Square, Singapore,Singapore
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Redefining the Digital Evolution in Wealth Management 2015
Pan Pacific, Marina Square, Singapore,Singapore