We were delighted to host our first Hong Kong-based summit of leaders in wealth management from Asia and globally – especially amid a highly-challenging business, regulatory and investment environment.

350 senior practitioners attended. They comprised CEOs, COOs, senior management, business heads and product gatekeepers, working within Private Banking, Retail Banking, Independent Wealth Management / Family Offices, IFAs, Insurance, Asset Management, Insurance, Technology, and Professional Services.

Many thanks again to those people who participated in and attended the event, and also to our exclusive partner for this event – Thomson Reuters.

 

Jun 7

Wealth THINK 2016

Island Shangri-La, Hong Kong

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

Xiao Feng Zhong

Amundi Asset Management

Eleanor Wan

BEA Union Investment

Tan Feng Cheng

BNP Paribas Asset Management

Steven Sieker

Baker McKenzie

Nigel Rivers

Capital Solutions

Thusitha De Silva

Cerulli Associates

Bassam Salem

Citi Private Bank

Neil Harvey

Credit Suisse

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.

Latest event content
All event content

Experience our latest event for yourself

PHILIPPINES WEALTH MANAGEMENT FORUM 2024

Island Shangri-La, Hong Kong

We were delighted to host our annual PHILIPPINES WEALTH MANAGEMENT FORUM on Wednesday 20t...

read more

Get involved in Hubbis events

Sponsor an event

I’m looking to sponsor an event
I’m looking to become a speaker

Contact Us
Event Agenda
download pdf
  • 8.40am

    Registration

  • 9.00am

    Welcome Address

    James Mirfin

    Managing Director, North Asia

    Refinitiv, an LSEG Business

  • 9.05am

    Panel Discussion

    Will Hong Kong continue to be the gateway to China’s wealth?

    • What’s the role that Hong Kong will play in future access to China’s wealth?
    • How can we make the most of the China opportunity?
    • Which business model is most likely to win out in the long run?
    • Onshore versus offshoring – where’s the biggest potential?
    • Which client segments should you focus on to be profitable?
    • Should foreign players compete or collaborate with onshore institutions?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Bassam Salem

    Region Head, Asia Pacific

    Citi Private Bank

    Neil Harvey

    Chief Executive Officer, Greater China

    Credit Suisse

    Michael Blake

    Chief Executive, Asia

    UBP

    Eleanor Wan

    Chief Executive Officer

    BEA Union Investment

    Jonathan Ha

    Founder and CEO

    Red Pulse

    Joseph Tam

    Executive Vice President and Head of Private Banking and Wealth Management

    CMB Wing Lung Bank

  • 9.55am

    Presentation - A process to digitalisation

    Peter McMillan

    Head of Wealth Management, Asia

    Thomson Reuters

    • Connecting ideas to clients
    • Enabling relationship managers
    • Providing suitable and compliant advice
    • Improving the client experience
  • 10.10am

    Presentation - EY’s Global Wealth Management Survey 2016

    Alexandre Viale

    Senior Manager, Advisory Services

    EY

    • EY’s wealth management practice surveyed more than 2,000 individual clients and 60 wealth management senior executives globally to demystify client experience and uncover potential revenue opportunities for wealth managers
    • There is approximately USD120 trillion of client assets managed by global wealth managers, and 4 out of 10 clients are open to switching wealth managers under the right circumstances
    • This represents a USD175 billion to USD200 billion global revenue opportunity for those firms willing to make strategic investments to deliver a superior client experience, while others may find themselves at risk of losing a substantial portion of their current business
  • 10.25am

    Refreshment & Networking

  • 10.55am

    Panel Discussion

    Will private banking in Asia thrive or wither?

    • How is the competitive landscape evolving?
    • International versus local banks – who is best-placed over the next decade?
    • What scale is required to succeed in today’s environment?
    • Can Hong Kong become a more important global private wealth hub?
    • What should the regulators do to facilitate the further development of the industry?
    • How should private banks adapt to thrive?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Alvin Ma

    Senior Managing Director, Co-Head of Private Banking

    EFG Bank

    Bobby Bok

    Head of Wealth Management Solutions, North Asia, Financial & Risk

    Thomson Reuters

    Thusitha de Silva

    Director

    Cerulli Associates

    Timothy Lo

    Managing Director

    CIC

    Alan Luk

    Head of Private Banking and Trust Services

    Hang Seng Bank

    Ron Lee

    Head of Private Wealth Management, Asia Pacific

    Goldman Sachs

  • 11.45am

    Presentation - Getting onto a bank’s funds distribution platform

    Stewart Aldcroft

    Langley Castle Consulting

    • The 4Ps of fund distribution
    • Platform approval process
    • Why retail distribution in Asia has become more difficult
  • 12.00pm

    Presentation - The changing landscape of overseas real estate: the China factor

    Piers Brunner

    Chief Executive Officer, Greater China

    Knight Frank

    • Where are Chinese individual investors most active in property markets around the world contributing to price hikes?
    • What are the main reasons they buy property overseas? And how does that compare to other foreign investors?
    • How about the super-rich? What kind of properties are they interested in?
    • What has been the main driver for the outflow of wealth?
    • What is the impact of the buying spree by Chinese individuals on market dynamics in markets, including gateways?
  • 12.15pm

    Panel Discussion

    Asset management - getting access to the China opportunity

    • What opportunity does China represent to foreign asset managers?
    • What is the most relevant product set to provide diversification and offshore opportunities for Chinese investors looking overseas?
    • How is the distribution model likely to change over the next 10 years?
    • What are the remaining regulatory hurdles to doing business across borders? How are you addressing them?
    • Many asset management companies find it difficult to get long-term partnerships in China that work. How do you tackle this?
    • In reality – how will digital effect your business?

     

     

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Ken Tam

    Managing Director and Head of Asia for RBC Investment Management

    RBC Global Asset Management

    Xiao Feng Zhong

    Chief Executive Officer, North Asia

    Amundi Asset Management

    Jung Ho Rhee

    President & Chief Executive Officer

    Mirae Asset Global Investments

    Stewart Aldcroft

    Senior Advisor, Asian Fund Management Industry Managing Director

    Citi

    Eddy Wong

    Head of Funds Business, Hong Kong & China Retail

    J.P. Morgan Trustee

    TF Cheng

    Managing Director, Head of Greater China Business

    BNP Paribas

  • 1.05pm

    Lunch & Networking

  • 1.55pm

    Panel Discussion

    The future of retail banking in wealth management

    • What’s the outlook for retail banks in wealth management in Hong Kong?
    • Can Hong Kong banks compete with Chinese players? Do they need to?
    • Which client segments will be most lucrative in the next 5 to 10 years?
    • How is the product offering and platform likely to evolve?
    • How do platforms and client touch-points need to be developed to cater to the retail customers of tomorrow?

     

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Rosita Lee

    Head of Investment Products & Advisory Business

    Hang Seng Bank

    Janet Chong

    Executive Director, Chief Operating Officer, Consumer Banking Group and Wealth Management

    del-DBS

    Robert Rooks

    Partner

    Deloitte

    Peter McMillan

    Head of Wealth Management, Asia

    Thomson Reuters

  • 2.45pm

    Presentation - Customer due diligence - identifying source of wealth

    Henry Fu

    Director, Governance, Risk and Compliance, North East Asia

    Thomson Reuters

    • What is AML and CTF?
    • Overview on risk-based approach when doing KYC 
    • The importance of knowing ‘SOW’, ‘SOI’ and ‘SOF’
  • 3.00pm

    Presentation - Emergence of Asian multi-family offices: a new option for those looking for service beyond brand

    Philippe Legrand

    Chief Executive Officer and Founder

    LCA Solutions

    • The changing landscape of Asian wealth management: senior bankers offering their services in a regulated environment but outside the traditional banking platform 
    • For the sophisticated and entrepreneurial investor that requires more than a standard wealth management offering
    • For the senior banker looking to focus on being a lot of things to a limited number of clients
    • Why the concept has emerged and how will it evolve in the foreseeable future 
  • 3.15pm

    Refreshment & Networking

  • 3.45pm

    Panel Discussion

    Insurance companies – getting their arms around the China opportunity

    • How do you play a role as more Chinese wealth moves offshore in search of protection and other wealth solutions?
    • What’s the right product and proposition?
    • How can insurers capture and be successful in the Chinese market?
    • Where is the next trend or new innovation in insurance for wealthy Chinese?
    • What are the challenges?
    • How do insurance companies need to adapt to the digital revolution in China?
    • Where will disruption come from?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Alan Armitage

    Chief Executive Officer, Asia and Emerging Markets

    Standard Life

    Roger Steel

    President, New Markets and Business Development

    Sun Life Financial

    Thomas Young

    Head of High Net Worth Business

    Generali

  • 4.35pm

    Panel Discussion

    How will Chinese families diversify, protect and grow their wealth?

    • What advice do Chinese families need in today’s complex world?
    • What are the risks for Chinese HNW clients? Such as upcoming estate taxes, inheritance taxes, changes in payment methods, etc
    • Onshore versus offshore models – where is the most growth going to come from?
    • How can you make the most of the offshoring of Chinese wealth?
    • What is the impact of transparency and tax initiatives such as FATCA and CRS on the advice you now need to give Chinese clients?
    • How will assets transfer across generations? What can you do to participate in this opportunity?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Howard Bilton

    Chairman

    The Sovereign Group

    Nigel Rivers

    Founder and Chief Executive Officer

    Capital Solutions

    Steven Sieker

    Partner

    Baker McKenzie

    Martin Crawford

    Chief Executive Officer

    Vistra Private Wealth

    Kevin Lee

    Partner

    Zhong Lun Law Firm

    Michael Olesnicky

    Partner , Senior Advisor

    KPMG

  • 5.25pm

    Forum Ends

Jun 7

Wealth THINK 2016

Island Shangri-La,Hong Kong

Speakers

Xiao Feng Zhong

Amundi Asset Management

Eleanor Wan

BEA Union Investment

Tan Feng Cheng

BNP Paribas Asset Management

Steven Sieker

Baker McKenzie

Nigel Rivers

Capital Solutions

Thusitha De Silva

Cerulli Associates

Bassam Salem

Citi Private Bank

Neil Harvey

Credit Suisse

Janet Chong

DBS Private Bank

Robert Rooks

Deloitte

Alvin Ma

EFG Bank

Alexandre Viale

EY

Thomas Young

Generali

Ronald Lee

Goldman Sachs

Rosita Lee

Hang Seng Bank

Timothy Lo

Indosuez Wealth Management

Eddy Wong

J.P. Morgan Asset Management

Michael Olesnicky

KPMG

Piers Brunner

Knight Frank

Philippe Legrand

LCA Solutions

Stewart Aldcroft

Langley Castle Consulting

Jung Ho Rhee

Mirae Asset Global Investments

Ken Tam

RBC Global Asset Management

Jonathan Ha

Red Pulse

James Mirfin

Refinitiv, an LSEG Business

Alan Armitage

Standard Life

Roger Steel

Sun Life Financial

Howard Bilton

The Sovereign Group

Bobby Bok

Thomson Reuters

Peter McMillan

Thomson Reuters

Henry Fu

Thomson Reuters

Michael Blake

UBP

Martin Crawford

Vistra Private Wealth

Joseph Tam

Wing Lung Bank

Alan Luk

Winner Zone Asset Management

Kevin Lee

Zhong Lun Law Firm

Jun 7

Wealth THINK 2016

Island Shangri-La,Hong Kong

Partners
Jun 7

Wealth THINK 2016

Island Shangri-La,Hong Kong