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If anyone knows what will happen next with the pandemic and to the world around us, or perhaps when ‘normal’ life might resume, then please raise your hand! Private bank heads and the founders and leaders of boutique independent wealth management firms in Asia have, like many around the world, been on a roller-coaster ride right from the onset of the global Covid-19 pandemic. Although 2020 turned out to be a remarkably impressive and generally very profitable year for the banks and other wealth management businesses, the pandemic-induced hiatus has given wealth management leaders both the time and the need to pause and to reflect on their strategic vision and plans for the years ahead, in terms of their organisational structures, their reach, their markets, their staffing, their expertise and training, and of course, their technologies, as the need for digitisation became turbo-charged by the necessities of remote working and remote relationship management and client acquisition.

On June 17, Hubbis will assemble an outstanding panel of private bank and wealth management leaders working in Asia to offer their insights on the evolution of the industry and of their businesses since the pandemic, and most importantly, to focus on the foreseeable future and to explain how they are positioning for success. We will again aim to structure this discussion into three elements – The Big Picture Today - Where are We Now?; Building the USP & Expanding Revenues; and Technology & Digitisation.

Jun 17

Wealth Management Leaders – grasping the opportunity in the...

3.00pm - 4.00pm HKT/SGT

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A community of leading organisations within Asian Wealth Management

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Senior figures in Asian Wealth Management are speaking at this event

Nick Xiao

Hywin International

Christine Ciriani

InvestCloud

Vincent Magnenat

Lombard Odier

Karen Tan

VP Bank

Kees Stoute

EFG Bank

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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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  • 15.00pm

    Wealth Management Leaders – grasping the opportunity in the year ahead

    • What are the key opportunities and challenges for the year ahead?
    • How are you intending to enhance your value proposition, products and service offering?
    • How are you enhancing your engagement with clients? Are you increasingly using digital tools to achieve this?
    • How are clients’ expectations changing?
    • How can you build lasting relationships with next-gen clients?
    • Do clients now expect a greater range of tailored services from you?
    • How will you encourage clients to consolidate more of their financial activities with you?
    • How are you developing partners to offer more value to clients?

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Kees Stoute

    Chief Executive Officer, North Asia

    EFG Bank

    Nick Xiao

    Chief Executive Officer

    Hywin International

    Vincent Magnenat

    Chief Executive Officer, Asia

    Lombard Odier

    Christine Ciriani

    CEO - International Private Banking & Wealth Division

    InvestCloud

  • 16.00pm

    Webinar Ends

Jun 17

Wealth Management Leaders – grasping the opportunity in the...

3.00pm - 4.00pm HKT/SGT

Speakers

Nick Xiao

Hywin International

Christine Ciriani

InvestCloud

Vincent Magnenat

Lombard Odier

Karen Tan

VP Bank

Kees Stoute

EFG Bank

Jun 17

Wealth Management Leaders – grasping the opportunity in the...

3.00pm - 4.00pm HKT/SGT

Partners

platinum

Jun 17

Wealth Management Leaders – grasping the opportunity in the...

3.00pm - 4.00pm HKT/SGT