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Full Agenda

8.40am
Registration
9.00am
Welcome Address
Michael Stanhope
Chief Executive Officer
Hubbis
9.05am
Panel discussion
In the transparent and complex world we now live in, what value do clients expect from us?
  • What do clients actually want from their wealth manager today?
  • Who is best-placed to deliver on client expectations?
  • How do we know what adds value?
  • What are the sustainable ways to generate profit?
  • Do we need to rethink the business model?
  • International versus local players - who’s making progress, and who isn’t?
  • Is the extent of regulatory reform now at a tipping point?
9.50am
Presentation
10.00am
Presentation
10.10am
Presentation
10.20am
Presentation
10.30am
Refreshment & Networking
11.00am
Panel discussion
Industry debate: Boutique Wealth Managers vs Big Private Banks. Who is best?
  • Are big private banks the only option given the cost of doing business?
  • Or are boutique, focused and independent wealth managers the best option for clients?
  • Is more consolidation a good thing?
  • Should scale be the priority to succeed?
  • What will the landscape look like in 5 years’ time?
11.40am
Presentation
Lessons learned from the EFG-BSI integration
Albert Chiu
Chief Executive, Asia Pacific Region
EFG Bank
  • How have you approached the integration process?
  • What have the challenges been?
  • How have you addressed them?
  • How have you positioned the combined business for the future?
11.50am
Presentation
12.00pm
Presentation
12.10pm
Presentation
12.20pm
Presentation
12.30pm
Lunch
13.20pm
Panel discussion
How do we deliver relevant insurance solutions for our clients?
  • What are priorities for insurance companies to develop their wealth-related offerings?
  • How do we drive the right types of conversations with our clients?
  • Can we change the mind-set and educate bankers and clients on the alternative insurance options our there?
  • What’s the right product and proposition?
  • How is the distribution mix changing?
  • Can we develop the tools which are right for the needs and demands of the next generation?
14.00pm
Presentation
14.10pm
Presentation
14.20pm
Presentation
14.30pm
Presentation
14.40pm
Presentation
14.50pm
Refreshment & Networking
15.20pm
Panel discussion
Will we be able to change our own mind-set – and that of our clients – and focus on long-term goals and portfolio construction?
  • How can we further develop the advisory proposition and make more money out of it?
  • What do we need to do to move away from commissions and towards fee-based models?
  • Will clients embrace this approach?
  • Can the regulatory environment be our friend in driving greater transparency?
  • What will be the impact of the AI regime?
  • How do we get more of a client’s total wealth?
  • Investors hold a mutual fund for 4 years on average in the US, but only a few months in Asia. Will this ever change? Does anyone really want it to?
  • How do we make portfolio construction core to the offering?
16.00pm
Panel discussion
How will you deliver investment performance and client expectations in 2H 2017?
  • What’s the process to improve performance?
  • Where can we find returns that match investor expectations?
  • Are all the easy wins done with - now the leveraged bond game and others have come to an end?
  • What are the biggest risks for 2H 2017?
  • How will geo-political risks impact the landscape?
17.00pm
Forum End