8.40am
Registration

 

9.00am
Welcome address

 

Marcel Kreis
Chairman
Hubbis

 

9.05am
Panel discussion
What opportunity does Asia represent to you?

 

•    What’s the real growth in wealth in Asia?
•    How can you access Asia’s ever-growing numbers of HNW and UHNW?
•    Who, if anybody, has built a profitable and sustainable business in Asia?
•    What infrastructure and processes do you need to service Asia’s wealthy? 
•    How can you make the most of the offshoring of Chinese wealth?
•    What’s the role of Switzerland in Asian wealth management today?
•    Does the Swiss brand still matter to Asian clients? Should it be redefined?
•    What does this mean for the continued flow of assets to and from Asia?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

John Williamson
Chairman
EFG International

 

Lukas Weber
Chief Operating Officer, Private Banking
Bank Vontobel

 

Michael Benz
Former Group Head of Private Banking, Standard Chartered Bank

 

Marcel Kreis
Chairman
Hubbis

 

Sebastian Dovey
Managing Partner
Scorpio Partnership

 

9.50am
Presentation
What’s the outlook for independent wealth in Asia?

 

Anthonia Hui
Chief Executive Officer
AL Wealth Partners

 

•    What does the Asian landscape look like today for independent (external) asset managers and multi-family offices?
•    How is it likely to evolve over the next 5 to 10 years?
•    What opportunities does this present to you?

 

10.00am
Panel discussion
The role for independents in a polarising industry

 

•    Where are independent asset managers and multi-family offices at in terms of awareness, understanding and penetration among Asia’s HNW and UHNW population?
•    Is there enough momentum for these segments to become more meaningful within the wider industry?
•    Is there enough support and the right service from custodians?
•    Amid efforts to bring independent players together via associations in Singapore and Hong Kong – what’s the appeal (and potential for greater collaboration) with Swiss EAMs and MFOs?
•    Will the burden of regulation and greater complexity in managing client assets prove too great for many smaller players?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Alex Borissov
Founding Partner
Finaport

 

Anthonia Hui
Chief Executive Officer
AL Wealth Partners

 

Cliff Go
Chief Executive Officer
Swaen Capital

 

Ray Soudah
Founder & Managing Partner
MilleniumAssociates

 

Bruno Patusi
Partner, Head of Wealth & Asset Management, Zurich
EY

 

Kripa Sethuraman

 

10.45am
Presentation

Current trends in residence & citizenship planning for Asian individuals

 

Jacopo Zamboni
Manager, Client Advisor
Henley & Partners

 

•    Why do families relocate?
•    What should HNW families consider when carrying out residence and citizenship planning?
•    Current developments in residence and citizenship programmes

 

10.55am

Refreshments & networking

 

11.20am
Presentation

Creating robust family offices

 

Jasmina Zivkovic
Head Europe for Institutional Sales
Amicorp

 

Kripa Sethuraman

 

•    Common mistakes of family offices
•    What are the key building blocks of a family office servicing offering

 

11.30am
Presentation
How corporates can tap Asia’s potential

 

Markus Grossmann
Regional Managing Director, Asia Pacific
Trident Trust

 

•    Why are European firms looking to Asia?
•    How should they set up their businesses in the region?
•    Virtual or physical presence
•    Comparison Hong Kong / Singapore
•    Risks and pitfalls to avoid

 

11.40am 
Presentation

HNWI trends in Asia - a Singapore perspective

 

Chris Burton
Managing Director, Singapore
Vistra 

 

•    Asia Pacific - regional trends
•    HNWI drivers in local markets
-    China
-    India
-    Indonesia
-    Thailand
-    Malaysia

 

11.50am
Presentation
Is Hong Kong still competitive?

 

Peter Brigham
Managing Director
Rosemont

 

•    The reality of setting up a bank account in Hong Kong
•    The Catch 22 of doing business in Hong Kong
•    Should you look at Singapore instead?

 

12.00pm
Presentation
How to prevent Asian business families falling prey to common succession planning problems?

 

Hans Diederen
Head - Family Office Services
Heritage Trust Group

 

•    The family business as a system
•    Why family businesses fail to do succession planning?
•    Values, vision and shared purpose
•    The importance of both family and business governance
•    The benefits of timely preparation
•    How to best approach succession planning?

 

12.10pm
Presentation
Establishing inbound family offices in Singapore

 

Sunil Iyer
Director
Iyer Practice Advisers

 

The presentation will take a look at some common considerations, including:

 

•    Structures used
•    Tax & regulation considerations
•    Other considerations (eg. immigration)

 

12.20pm
Panel discussion
Helping Asian clients address concerns over confidentiality, transparency, security and asset protection

 

•    What’s the impact of CRS, AEOI and tax amnesty programmes in countries like Indonesia?
•    In the face of changing regulations and the impact on the types of structures that are now relevant, how should you advise Asian clients?
•    There is a small – and closing – window of opportunity to get things in place. What do advisers and clients need to know and do?
•    How can you protect clients from excessive transparency?
•    On-boarding Asian clients – what should you be aware of?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Stephanie Jarrett
Head of the Wealth Management Practice Group, Geneva
Baker & McKenzie

 

Andri Manatschal
Partner, International Private Wealth and Entrepreneurs, Tax and Legal Services
PwC

 

Markus Grossmann
Regional Managing Director, Asia Pacific
Trident Trust

 

Peter Brigham
Managing Director
Rosemont

 

Chris Burton
Managing Director, Singapore
Vistra

 

1.05pm
Lunch

 

1.50pm
Panel discussion
Where in Asia should your clients invest?

 

•    How should you assess the different markets and asset classes in Asia?
•    Are traditional asset classes worth investing in anymore?
•    Where in Asia can we still find alpha in such challenging market conditions?
•    Private debt and other alternatives – where can you get the best returns?
•    India and China – how do we access these markets? Does anywhere else matter?
•    Which other markets in Asia offer the most potential at the moment, and why?
•    What don’t people tell you about the reality – and risks – of investing in Asia?
•    What are the key differences in processes, research, time horizon or other factors you must know about to invest in Asia?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Bryan Henning
Head of Investment Services and Product Solutions, Continental Europe and MENA
HSBC Private Bank

 

Alex Buerge
Deputy Head of CP Investments, Executive Vice President
Lombard Odier

 

Harold Y. Kim, Ph.D.
Founder and Chief Executive Officer
Neo Risk Investment Advisors

 

Alessandro Caironi
Head of UHNW, Europe, International Wealth Management
Credit Suisse

 

Andrew Hendry
Managing Director, Asia
Westoun Advisors

 

2.30pm
Presentation
Managing investment risk in Asian equities: challenges and opportunities

 

Harold Y. Kim, Ph.D.
Founder and Chief Executive Officer 
Neo Risk Investment Advisors

 

•    The challenge of managing investment risk in Asian equities has increased
•    A focus on dynamically managing risk can greatly improve returns
•    We illustrate using an example of an Asian equity portfolio

 

2.50pm
Presentation
Removing the funds penetration blockage in Asia

 

Andrew Hendry
Managing Director, Asia
Westoun Advisors

 

•    What are the challenges to greater funds penetration in Asia?
•    What are the best practices among fund gatekeepers?
•    How to open the funds funnel a bit wider

 

3.05pm

Refreshments & networking

 

3.35pm
Presentation
Investing in Vietnam

 

Christine Chen
Clark Financial Advisory
Saigon Securities Asset Management

 

•    Where are the biggest opportunities for investors in this frontier market?

•    How should they look to get access to Vietnam’s growth story?
•    What’s the potential and market outlook over the next decade?

 

3.45pm
Presentation

China: steady as she goes

 

Benedict Yap
Vice President, Equities
Fullerton Fund Management

 

•    Understanding the marketplace
•    An economy in transition
•    Investment themes

 

3.55pm

Presentation

Getting your digital bank ready

 

Mark Buesser
Chief Executive Officer
IMTF

 

•    Insights and trends of Swiss & Central European banks’ digital journey
•    Focusing on achieving client centricity and efficiency
•    Low hanging fruits of technology: ICOS/2 
•    Aligning your strategy to succeed in the digital space 

 

4.05pm
Panel discussion
What are the opportunities as Asian wealth management firms become more digital?

 

•    Everyone in Asia is talking about ‘going digital’ – but what’s really happening?
•    Who is winning the digital race?
•    How is China leading the way?
•    What does the future beckon for fintechs?
•    What’s the likely influence of robo-advisers in Asia?
•    What is the scope for Swiss-based technology vendors to access the Asian wealth management space? 
•    How should they approach this opportunity?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Francisco Fernandez
Group Chief Executive Officer
Avaloq

 

Ralph Mogicato
Fintech Angel Investor and Entrepreneur

 

Michael Stemmle
Founder and Chief Executive Officer
additiv

 

Mark Buesser
Chief Executive Officer
IMTF

 

4.50pm
Presentation

Access to the Singapore market: a regulatory introduction

 

Rolf Haudenschild
Country Head, Singapore
BRP

 

•    The regulatory environment in Singapore
•    Licensing for financial advice, discretionary asset management, and banking
•    Cross-border access

 

5.00pm
Forum ends