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On Thursday, March 30th, Hubbis will host a virtual discussion with the key topic of the day - transforming and scaling the investment offering.

The region’s wealth management community is jostling for position amidst the continued growth of private wealth in Asia, as incumbents embrace the rapid democratisation of private wealth across new segments of wealth, and as they also face up to the threats of big brand institutions that are at the forefront of intensifying competition, including from new entrants who are agile and are targeting a variety of wealth management market niches in the region.

The rapid expansion of the mass affluent market segment in Asia means wealth managers and private banks are keen to ‘democratise’ their services and their investment offerings across a wider audience of clients. Delivery of relevant, personalised, and timely investment products and associated advisory suite is essential.

In Asia’s dynamic wealth management markets, this drive to personalisation of the investment offering has a relatively young, tech-savvy and rapidly expanding mass affluent market that is increasingly drawn to the world of investments, but who want a seamless, interactive, and tailored offering that is highly relevant to their lifestyles, their needs and their aspirations for the decades ahead, and importantly, deliverable online or mobile. Moreover, clients in the HNW segment (itself also projected to continue its rapid expansion) are also wanting the optionality of self-directed investing supported by the hybrid wealth management proposition combining the best of digital tools and RM support & advisory.

To achieve these goals, the application of well-formulated, forward-thinking management strategies and the selection of the best digital solutions are required, as new and smarter approaches, and better technology revolutionise the offerings and efficiencies of private wealth managers and the broader wealth management community in the region. And of course, external digital/electronic investment platforms, replete with their expanding and highly cost-effective smorgasbord of offerings across the wealth spectrum, are an essential part of the evolution.

The hand-selected Hubbis panel of experts will analyse where technology solutions and investment platforms can help the banks and other players improve their investment offerings, not only in terms of the product suite, but also the delivery of RM-led communication, advisory and also discretionary portfolio management (DPM), and the overall user experience. They will help identify the right strategies and discuss what the next suite of solutions might be. They will then debate whether technology investment is being properly targeted and executed, and they will discuss how the wealth management organisations competing in the Asia region can best adopt, and also assimilate these new technologies to enhance their investment propositions.

Most importantly, the panel will look at the great advantages and opportunities for those who get this right and the risks for those who fail to take the right steps or who misdirect their management approach or their technology investments, or both. Join us on March 30th.

Mar 30

Transforming and Scaling the Investment Offering

3.00pm - 4.00pm HKT/SGT

Featured Partners
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A community of leading organisations within Asian Wealth Management

Featured speakers
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Senior figures in Asian Wealth Management are speaking at this event

Avishek Nandy

Bain & Company

Adeline Tan

Mercer

Catalin Burlacu

New Dimensions Capital

Dhruv Arora

Syfe

Anurag Pandey

additiv

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Event Agenda
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  • 3.00pm

    Transforming and Scaling the Investment Offering

    • What are the key trends in the curation and delivery of the investment proposition amongst private banks and other key players in Asia?
    • How can the new wealth model align both the human and digital in a seamless collaboration for the delivery of optimised investment products, ideas and advice for private wealth clients?
    • Why should you work with the external digital investment platforms, what do they offer and what innovations lie ahead?
    • What is coming next in the world of digital technologies and services that will further enhance the wealth management offering in the region?
    • How do you achieve investment and advisory personalisation and hyper-personalisation at scale?
    • How can digital solutions and/or external platforms help to elevate the skills, capabilities and productivity of the RMs and advisors who are promoting investment ideas and advice?
    • What about the vital role of data management and analytics and the application of AI and Machine Learning in the investment curation process?
    • What role does CLM/CRM play in helping to deliver personalisation, relevance, suitability and client loyalty?
    • Buy, build or outsource, what is the best approach to elevating and scaling the investment proposition?
    • What's coming next and are we prepared?

    Speakers

    Avishek Nandy

    Partner

    Bain & Company

    Adeline Tan

    Partner, Wealth Business Leader

    Mercer

    Catalin Burlacu

    Portfolio Manager, Managing Director

    New Dimensions Capital

    Dhruv Arora

    Founder, CEO

    Syfe

    Anurag Pandey

    Head of APAC Market

    additiv

  • 4.00pm

    Webinar Ends

Mar 30

Transforming and Scaling the Investment Offering

3.00pm - 4.00pm HKT/SGT

Speakers

Avishek Nandy

Bain & Company

Adeline Tan

Mercer

Catalin Burlacu

New Dimensions Capital

Dhruv Arora

Syfe

Anurag Pandey

additiv

Mar 30

Transforming and Scaling the Investment Offering

3.00pm - 4.00pm HKT/SGT

Partners
Mar 30

Transforming and Scaling the Investment Offering

3.00pm - 4.00pm HKT/SGT