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Full Agenda

8.40am
Registration
9.00am
Welcome Address
Michael Stanhope
Chief Executive Officer
Hubbis
9.05am
Panel discussion
What does Asia mean to you?
  • What key trends are we seeing in wealth management / private banking in Asia?
  • Is the opportunity as large as we all think? How do we maximise its potential?
  • What’s the real story behind the development of wealth management in Asia?
  • How can you scale your business in Asia in a sustainable and profitable way?
  • How do you access Asia’s ever-growing numbers of HNW and UHNW? 
  • How is the balance between offshore and onshore wealth developing? How are local banks competing in the HNW space?
  • How is wealth management developing in the big markets, like India and China?
  • Given the wave of consolidation – what is the future for international private banking in Asia?
  • Who are the leading players today? Who will be the successful firms of tomorrow?
  • How is the independent model developing in Hong Kong, Singapore – and elsewhere? Will it ever gain any real traction?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel members

Urs Brutsch
Managing Partner & Founder
HP Wealth Management

Andrew Hendry
Managing Director, Asia
Westoun Advisors

Geralda Kral-Buckley
Global Head – Private Clients
Amicorp

Thomas Henze
Head of Global Private Wealth
Swiss Life Global Solutions

Mark Glover
Global Head of Financial Planning, Wealth Management
HSBC

Ray Soudah
Founder
Millenium Associates

Mahesh Bulchandani
Chief Executive Officer, Asia Pacific Operations
FinIQ

9.55am
Presentation
Finding the right life insurance solutions for HNW customers
Thomas Henze
Head of Global Private Wealth
Swiss Life Global Solutions
  • What suits Asian clients?
  • How can these be best positioned?
10.10am
Presentation
Whose assets are they anyway?
Peter Brigham
Director
Rosemont
  • Issues surrounding the legal ownership and title of financial assets
10.25am
Presentation
Singapore & Hong Kong as Asian wealth management centres & overview of CRS and AEOI
Irene Lee
Head of Business Development, Singapore
Equiom Group
  • Overview – Asia in general
  • Singapore and Hong Kong as wealth management centres
  • Singapore & Hong Kong companies
  • Brief summary on CRS & AEOI
  • Other estate planning tools
10.40am
Refreshment & Networking
11.10am
Presentation
Wealth TALK Why transparency is key
  • Trends in the use of private trust companies in Hong Kong and Singapore 
  • Why the jurisdictions matters
  • How can we service clients and keep them happy?
  • How do we service Chinese investors looking to access European assets? 
11.25am
Presentation
Driving growth through digital wealth management
Mahesh Bulchandani
Chief Executive Officer, Asia Pacific Operations
FinIQ
  • Delivering a client-centric wealth management offerings
  • Creating a unified front-to-back office platform
11.40am
WealthTalk
The winners and Losers in Asian Wealth Management. Will it include the Swiss?
Ray Soudah
Founder
Millenium Associates
  • Who wil be the winning institutions in the next five years
  • Will the Swiss finally abandon Asia like the foreigners have abandoned Switzerland?
  • Is the digital revolution the end of the old offshore model?
11.55am
WealthTalk
Financial planning – is it relevant for Asian HNW & UHNW clients?
Mark Glover
Global Head of Financial Planning, Wealth Management
HSBC
  • Understanding where financial planning advice adds client value and creates revenue opportunities
  • Key enablers – experience from different markets
12.10pm
WealthTalk
Common structuring mistakes made by families in Asia
Dharshi Wijetunga
Partner
Anaford Attorneys
  • Why are mistakes made?
  • What are the common structuring mistakes?
  • Can structuring mistakes be rectified?
12.30pm
Panel discussion
How can we create the connectivity with Asia to tap this golden opportunity?
  • What’s the role of Switzerland in Asian wealth management today?
  • With whom do you connect – and with whom can you partner – to make the most of this opportunity?
  • How do you access and advise wealthy families from Asia?
  • The biggest opportunity in our lifetime is the vast amount of wealth being ‘offshored’ from China – how can you make the most of this?
  • In the face of changing regulations and the impact on the types of structures that are now relevant – what’s the best advice and which solutions make most sense for Asian clients?
  • On-boarding Asian clients – what are the issues you will face? What should you be aware of?
  • How can European-based wealth managers be better prepared, with more relevant offerings, to service Asian clients – either in their home markets, or when Asian clients venture to Europe?
  • What are the regulatory and compliance issues you need to understand?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel members

Loic Pitrou
General Manager, Asia Pacific
additiv

Irene Lee
Head of Business Development, Singapore
Equiom Group

Kripa Sethuraman
Head of Family Office
Accuro

Peter Brigham
Director
Rosemont

Dharshi Wijetunga
Partner
Anaford Attorneys at Law

13.15pm
Lunch
14.00pm
Presentation
Asia – emerging market?
Ralph Geiger
Director, Fixed Income Specialist
Credit Suisse Asset Management
  • Asia has developed into an area of robust fundamentals and continues to deliver steady growth
  • Corporate fundamentals and positive credit trend in Asia look attractive compared with European and US counterparts
  • The Asian fixed-income asset class is steadily growing, with markets expanding and the local investor base growing
14.20pm
WealthTalk
Implications of the further opening of China A-Shares to the global investment community
Marc Haede
Executive Director, Index Client Coverage
MSCI
  • How do China A shares differ from other emerging market equities? How can investors implement an A shares exposure?
  • What would a full inclusion of China A shares in mainstream benchmarks mean for policy allocations to emerging markets?
  • How can investors prepare for potential full inclusion of A shares?
14.40pm
WealthTalk
The Indian opportunity
Evan Gallagher
Chief Executive Officer
ASK Capital Management
  • Where has India moved from and where is it going?
  • What are the key drivers and challenges to the India growth story?
  • How to access the Indian opportunity?
14.55pm
WealthTalk
Finding new investment horizons
Johnson Chng
Founding Partner
Silk Road Finance
  • How to participate in the ‘Belt and Road’ theme
  • Where are the investment opportunities?
  • What should you know about this story?
15.10pm
Refreshment & Networking
15.40pm
Head - to - Head Q & A
The fund distribution opportunity in Asia
Andrew Hendry
Managing Director, Asia
Westoun Advisors
15.50pm
WealthTalk
Volatility as a diversifier in an Asian Portfolio
Rene Muller
Founder and CEO
ecamos Capital
16.05pm
Panel discussion
Are you ready to make the most of the Asian investment story?
  • How should you assess the different markets, products and assets in Asia?
  • What role should Asia now play in investment portfolios?
  • What’s the difference between Asia and other emerging markets?
  • Should you and your clients be investing more in Asian fixed income and credit? How do you do this?
  • How do you access opportunities in local markets – especially India and China?
  • Where should we be looking in private debt and other interesting alternative assets?
  • Does liquidity matter to Asian clients? 
  • How do you need to refresh or reinvent your investment platform to make it relevant to Asian clients?
  • What do people NOT tell you about investing in Asia? How can you save time and effort by helping clients to avoid making the wrong decisions?
  • What’s the best advice you can give your clients around investing in Asia? Should they invest more in the region?

Chair

Andrew Hendry
Managing Director, Asia
Westoun Advisors

Panel members

Ralph Geiger
Director, Fixed Income Specialist
Credit Suisse Asset Management

Sameer Dev
Managing Director
ASK Capital Management

Johnson Chng
Founding Partner
Silk Road Finance

Marc Haede
Executive Director, Index Client Coverage
MSCI

Belal Mohammed KHAN
Head of Investment Strategy - CEMEA 
HSBC Private Bank

Rene Muller
Founder and CEO
ecamos Capital

17.00pm
Forum End