Event Agenda
8.40am
Registration
9.00am
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
Mahesh Bulchandani
Chief Executive Officer, Asia Pacific Operations
FinIQ
9.55am
Presentation
Finding the right life insurance solutions for HNW customers
- What suits Asian clients?
- How can these be best positioned?
10.10am
Presentation
Whose assets are they anyway?
- 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
- 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
Discover the 3Ps philosophy
- Planet
- Population
- Profits
11.25am
Presentation
Driving growth through digital wealth management
- 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?
- 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?
- 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
- 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
Rashmi Oberoi
Senior Client Partner
Amicorp
Ralph Mogicato
Owner, Independent Senior Advisor
Hixon Consulting
1.15pm
Lunch & Networking
2.00pm
Presentation
Asia – emerging market?
- 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
2.20pm
WealthTalk
Implications of the further opening of China A-Shares to the global investment community
- 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?
2.40pm
WealthTalk
The Indian opportunity
- 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?
2.55pm
WealthTalk
Finding new investment horizons
- How to participate in the ‘Belt and Road’ theme
- Where are the investment opportunities?
- What should you know about this story?
3.10pm
Refreshment & Networking
3.40pm
Head - to - Head Q & A
The fund distribution opportunity in Asia
3.50pm
WealthTalk
Volatility as a diversifier in an Asian Portfolio
4.05pm
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
Ville Oehman
Co-founder
Blockchain Technologies
5.00pm
Presentation
Cryptocurrencies - are my clients invested?
- Cryptocurrencies are up USD150 billion in one year
- Can this asset class still be ignored as part of a balanced portfolio?
- Will the un-banked get banked, or crypto’ed?
- Cryptocurrency regulation is emerging.
- What’s the right timing to get involved?
- Custody, infrastructure and security challenges for asset managers
5.10pm
Forum Ends