We are delighted to host our 6th annual Taiwan Wealth Management Forum.

Taiwan continues to present an enticing opportunity in wealth management for domestic and foreign players alike.

The agenda is designed to include presentations and panel discussions – to look at where the market is at today, the opportunities and challenges it faces, and where it needs to go to move it to the next level.

Its exclusively designed for CEOs, senior management, product gatekeepers and Relationship Managers – from the leading local Private Banks, Securities Firms. Asset Management Companies, Retail Banks, IFAs, Family Offices, Insurance Companies and Wealth Management Firms.

Nov 19

Taiwan Wealth Management Forum 2019

Le Méridien, Taipei, Taiwan

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

Dominic Chan

Quantifeed

David Varley

Sun Life Financial

Pearl Pillaert

Bordier & Cie

Kimmis Pun

EFG Bank

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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Event Agenda
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  • 8.40am

    Registration

  • 8.55am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.00am

    Panel discussion - Wealth management in Taiwan – grasping the opportunity

    • How is wealth management developing and changing elsewhere in Asia?
    • Who are the players? What’s their USP?
    • Where are the biggest opportunities and challenges for the private wealth management industry in Taiwan?
    • Offshore / onshore. Where is the long-term opportunity?
    • How does the wealth management market continue to develop in Asia? Big players vs bespoke firms?
    • What should the regulators do to help spur further development?
    • What progress is needed to boost the onshore investment proposition?
    • Delivering investment products and advice to clients – How can you differentiate yourself?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Kimmis Pun

    Senior Managing Director, Head Greater China

    EFG Bank

    John Robson

    Chief Commercial Officer

    Quantifeed

    Angie Lin

    Co- founder & Chief Investment Officer

    Assured Asset Management

  • 9.45am

    Presentation - Strategic Cooperations in Private Banking

    Pearl Pillaert

    Associate Director, New Markets

    Bordier & Cie

    • Bordier: Private Bankers since 1844
    • Strategic Cooperations in Private Banking
    • Bordier’s Value Proposition
  • 10.00am

    Presentation - The HNW Insurance Market has Changed – Here’s how you win

    David Varley

    Chief High Net Worth Officer, Hong Kong

    Sun Life Financial

    • What’s happening in the HNW Market?
    • How HNW Brokers, Bankers, EAM can adapt to win in the new HNW Insurance Market
    • What are the new Products and Trends in HNW Market
    • Why should Bankers and Financial Advisers be interested in HNW Insurance
  • 10.15am

    Presentation - The digital watch or the hand-made Swiss?

    Kimmis Pun

    Senior Managing Director, Head Greater China

    EFG Bank

    • How is private banking developing?
    • How do you add value and differentiate yourself?
    • What are the different business models you can consider?
  • 10.30am

    Head - to - Head Q & A - GOLD - shining brighter every day

    Christophe Numa

    Director

    Bunker Gold & Silver

    • Why is this a good opportunity today?
    • What are the reasons why you should invest in precious metals?
    • Where should you keep your gold?
  • 10.40am

    Refreshment & Networking

  • 11.10am

    Panel discussion - Bringing it all together – Platforms & Technology

    • What are all the component parts you need to build a sustainable and profitable wealth management business?
    • What is the Blockchain? How will it affect this industry?
    • What is cryptocurrency and is there an investment trend?
    • How do we safeguard digital assets like the security we get with traditional investment in shares and bonds?
    • What digital expectations do clients have?
    • What are the hurdles hindering Taiwan's FinTechs?
    • What are the key digital trends and how are they changing the business?
    • What does the platform of tomorrow look like?
    • Are traditional banks attractive enough for the new wealth creators and next generation of customers?
    • What is the future role of the RM when banks get digital?
    • What’s the potential for non-banks and other start-ups to eat into existing market share of organisations built on a traditional business model?
    • Have we seen any examples of tangible success in digital wealth management?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Alexandre Kech

    Chief Executive Officer & Co-Founder

    Onchain Custodian

    Johanan Thomas

    Market Development Performance Director, Wealth

    Refinitiv

    Karsten Kemna

    Managing Director - Asia Pacific

    ERI Banking

    Dominic Chan

    Senior Executive, Strategic Partnerships

    Quantifeed

  • 11.55am

    Presentation - The Wealthcare Journey

    John Robson

    Chief Commercial Officer

    Quantifeed

    To meet customers’ growing expectations of wealth management, financial institutions are looking for ways to provide planning and advisory services with greater efficiency, flexibility and scale. With the rise of robo-advisors, micro-investment services and portfolio management tools, WealthTech is a real game-changer. But where does this journey begin, what are some of the common pitfalls along the way, and what are the key benefits?

    Join John Robson, Chief Commercial Officer of Quantifeed, as he takes you on a tour of how WealthTech enhances the customer experience, provides efficiencies for advisors, and creates value for your organisation.

  • 12.10pm

    Presentation - The Opportunity and Challenge of Global and Asia Fund Industry

    Xav Feng

    Director, Lipper Asia Pacific Research

    Refinitiv

    • Takeaways from Major Global Investment & Wealth Management Trends
    • Major Disruptive Trends including Demographic Drivers, Regulatory Initiatives, Financial Technology (FinTech & Quant) and Environmental, Social & Governance
    • Challenges and Opportunities for Robo-Advisors and ESG
  • 12.25pm

    Presentation - Kick Starting Your Digitization Project

    Simon Wong

    Sales Director, Greater China Region

    ERI Banking

    • How can technological innovation and digitalization help improve business efficiencies and profitability?
    • How can you get your digital project started and then executed effectively?
    • What are the success factors that will help you manage a successful digitalization initiative?
  • 12.40pm

    Presentation - Food for thought: CRS / AEOI – Practical experiences

    Ivan Pelle

    Founder & CEO

    RGN

    • CRS Common Reporting Standard – Developments - Participating vs Permanent Non-Reciprocal Jurisdiction
    • AEOI Automatic Exchange of Information - Transparency & Tax Planning – Territorial vs WWI taxation
    • AEOI and CRS practical experiences
  • 12.55pm

    Presentation - Mission-Driven Investing: Constructing a smart portfolio

    Violetta Mavroyiakoumou

    China Desk - Sales Manager

    Nicolaides Group

    • From Real Estate to turn-key solution. 40 years of learnings
    • A smart amalgam for investment in 2020
    • Cyprus: a strategic pathway for global expansion
  • 13.10pm

    Lunch

  • 14.00pm

    Forum End

Nov 19

Taiwan Wealth Management Forum 2019

Le Méridien, Taipei,Taiwan

Speakers

Dominic Chan

Quantifeed

David Varley

Sun Life Financial

Pearl Pillaert

Bordier & Cie

Kimmis Pun

EFG Bank

Karsten Kemna

ERI Banking

Simon Wong

ERI Banking

Alexandre Kech

Onchain Custodian

Angie Lin

Assured Asset Management

Ivan Pelle

RGN

Johanan Thomas

Refinitiv

Christophe Numa

Bunker Gold & Silver

John Robson

Quantifeed

Angelos Nicolaides

Nicolaides Group

Violetta Mavroyiakoumou

Nicolaides Group

Xav Feng

Refinitiv

Nov 19

Taiwan Wealth Management Forum 2019

Le Méridien, Taipei,Taiwan

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Nov 19

Taiwan Wealth Management Forum 2019

Le Méridien, Taipei,Taiwan