Panel Discussion - Wealth Managers and Digital Assets – Are we making any progress?

Sean Lawrence of Kaiko

Dec 12, 2023

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  • What are the key barriers faced by private banks and wealth managers when launching a digital asset strategy?
  • What are the considerations in build vs buy when it comes to preparing your tech stacks for digital assets?
  • Why should Asia’s private clients consider investing in digital assets?
  • Should Asia’s banks, private banks and EAMs promote digital assets to their wealthier clients?
  • What sort of allocations to digital assets should HNW and UHNW investors consider as part of their broader portfolios?
  • What are the investment strategies available to clients looking to access?
  • What guidelines would you suggest for private clients on purchasing, holding, and storing digital assets safely and efficiently?
  • From a wealth management practitioner's perspective, what improvements are desired in the digital securities and tokenization industry?
  • What strategies are wealth management firms employing to navigate divergent regulatory outlooks towards digital assets across key financial hubs like Singapore, Thailand, and Hong Kong?
  • How can wealth managers balance compliance with emerging regulations while leveraging blockchain and AI technologies for improved service delivery and operational efficiency?

Chair

Sean Lawrence
Head of Asia
Kaiko

Speakers

Ray Tam
Chief Executive Officer
REVO Digital Family Office

Jackson Ng
COO
Azimut

Donald Day
Chief Operating Officer
VDX

Steve Knabl
Chief Operating Officer & Managing Partner
Swiss-Asia Financial Services

Rafael Weber
Head of Institutional Clients
Swissquote

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