What is the new normal? We all knew reasonably well where we stood when 2019 came to an end, but the COVID-19 crisis has potentially brought a new reality ahead. This first discussion of the Hubbis Digital Dialogue Series will aim to discern what changes this pandemic might bring about, and what changes the wealth management industry must make in any case in order for the incumbent players to survive and thrive, especially in an environment in which potentially the logic for digitally-enabled wealth management becomes even more compelling.

The one-hour discussion will therefore focus on the big picture, analysing how the wealth industry had been evolving, and why, and what aspects of this evolutionary process might henceforth need to be accelerated, or possibly mothballed.

The mission here is to accurately, succinctly and also imaginatively address key issues such as:  the role of the Relationship Manager and the role of technology to achieve enhanced data & analytics and digital delivery; the needs and expectations of the HNW and UHNW clientele, and the demands of the mass affluent market; the need for a more holistic approach to wealth management, far beyond investments and deep into the realm of estate and transition planning; the role of technology in compliance; the challenge of the challengers; the quest to win and retain talent; the offshore WM model and the onshore model; and the relative competitive advantages of big-brand institutions and independent firms.

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May 14

Wealth Management – where does the industry go from here?

3.00pm - 4.00pm HKT/SGT

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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

Urs Brutsch

HP Wealth Management

Simon Lints

Kees Stoute

EFG Bank

Bassam Salem

Obuhi

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Event Agenda
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  • 15.00pm

    Wealth Management – where does the industry go from here?

    • What is the new normal?
    • What do I focus on and what do I not focus on today?
    • What are the threats and opportunities?
    • Who will thrive? Who will struggle?
    • Have firms with bad technology been shown up? How and why must we embrace technology now?
    • How many avoidable mistakes were made?
    • Re-thinking RMs. How did RMs respond? Well or badly?
    • How will you engage with clients in the future? How can you do sales better now?
    • Banks need to shift towards digital delivery models – how will this occur?
    • Outsourcing more – do you need to do it now?
    • What does Hong Kong and Singapore do now?
    • Is working from home / remotely here to stay?
    • Is the whole idea about how you need to supervise your staff outdated?
    • How will colleagues be manged in the future? Will middle-management be made redundant?
    • Is more consolidation in the industry inevitable?
    • Legal and compliance teams – how are they coping?
    • Will the normal created by the Coronavirus eternise?

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Kees Stoute

    Chief Executive Officer, North Asia

    EFG Bank

    Bassam Salem

    Chief Executive Officer & Founder

    Obuhi

    Urs Brutsch

    Managing Partner & Founder

    HP Wealth Management

    Damian Hitchen

    Chief Executive Officer, Singapore

    Swissquote

    Simon Lints

    Strategic Advisor

  • 16.00pm

    Webinar Ends

May 14

Wealth Management – where does the industry go from here?

3.00pm - 4.00pm HKT/SGT

Speakers

Urs Brutsch

HP Wealth Management

Simon Lints

Kees Stoute

EFG Bank

Bassam Salem

Obuhi

Damian Hitchen

Swissquote

May 14

Wealth Management – where does the industry go from here?

3.00pm - 4.00pm HKT/SGT

Partners

platinum

May 14

Wealth Management – where does the industry go from here?

3.00pm - 4.00pm HKT/SGT