Event Agenda
- Why focus on women’s wealth?
- Are women investors any different from their male counterpart?
- Why upskilling and retraining are necessary and why focus on soft skills?
- Has anything really changed in this industry over the last ten years?
- Has the WM industry truly become client centric or are wealth managers still just sales focused?
- How have you changed your business model to be client centric? How has frontline comp changed to align to client interests?
- What tangible digital progress has been made and what's your client feedback?
- What is the biggest scope of disruption? Who will benefit most: big banks, FinTech’s or BigTechs?
- What next: AI, big data and its impact?
- Impact of key business mega-trends of passive investments, fees, transparency, regulations; How are you adapting to grow?
- Opportunities of key market mega-trends of millennial, baby boomers, women empowerment, ESG, SRI. How are you capitalising on these?
Managing Director, Head of APAC Products & Solutions
Credit Suisse Wealth Management
- Why do families relocate?
- What should clients consider when carrying out residence and citizenship planning?
- Current developments in residence and citizenship programs
- Market volatility is back – but where’s all the volatility in tech stocks?
- Fundamentals matter: Facts to know about tech and why this boom is no dot-com bubble
- More than tech: The companies of knowledge economy have become global leaders
- Is the outflow of capital from HNWI in China slowing down?
- What types of investment are Mainland HNWI interested in?
- Doesn’t Stock Connect and the forthcoming ETF Connect mean less opportunity for advisers?
- Whats the opportunity for Hong Kong-based banks to make the most of the growing Chinese wealth? onshore and offshore?
- Can Hong Kong banks compete with Chinese players? Do they need to?
- How are the different business models evolving in the onshore wealth management market?
- What are the services that a Chinese private bank offers? As client’s demand diversification - How are they growing their platform in Hong Kong?
- What can the global banking industry learn from Chinese financial services digital innovation?
- What do clients want from their off-shore private banking partners? Can private banks and wealth managers successfully or compliantly deal with wealthy Chinese clients?
- Do Chinese clients have unique expectations around technology, products and service?
- Do Chinese clients really care more about services like family office set-up, insurance, citizenship and education? Are there any real family offices in China? What do they do? What are their needs?
Chief Innovation Officer, Ping An Group Chairman and CEO , Ping An Global Voyager Fund
Ping An Group
- ETFs : up, up and away !
- Changing regulations for banks and distributors favours the ETF market
- Different pictures across the globe
- China – building a firmer foundation for sustainable growth
- A strong earnings recovery and reasonable valuations bode well for a continued re-rating of Asia
- Dividends remain a key driver of long-term total shareholder returns in Asia
- Our key investment themes for 2018
- The new Corporate Offences of Tax Evasion
- The Statutory Defence of ‘Reasonable Procedures’
- Unexplained Wealth Orders
From East to West:
- The basic issues of clients
- The differences of what they want to focus on
- How they each approach the changing external landscape and the concept of paying for advice
- The Focus in the East that needs to change
- A few action points for Asian Family Offices that are already well established in the West
- Contingent Convertible Bonds (CoCos) - An established asset class offering an unique combination of high yields, high quality, low volatility, diversification and ample liquidity with issuance due to regulation and appetite constantly expanding
- Is this a good asset class for gaining yield under a low interest environment?
- What are the trends we are seeing in wealth solutions globally?
- The challenges for family succession
- What are the specific challenges that wealthy Chinese families face?
- How is the concept of wealth solutions developing in China?
- How can RMs have a proactive, sensible and sensitive conversation around wealth solutions with clients?
- What’s the role of insurance?
- How will clients diversify their assets?
- How will clients approach their legacy planning?
- How can you participate in the increasing offshoring of Chinese wealth?
- How can local and offshore firms collaborate?
- Are confidentiality and asset protection the main reasons clients use a trust?
- The score at half-time
- A closer relationship than apparent
- A landscape blurred by innovation
- Overview of Immigration programmes
- European Citizenship-by-Investment in Malta and Cyprus
- EB-5 is not the last solution to the US
- Thailand Elite – The exclusive residence programmes in Asia
The face of global business is rapidly changing and investors are often confronted with decisions that require sophisticated analysis. Moreover, in an environment characterised by healthy underlying growth but relatively high valuations, it is important to stay proactive and prudent, while not forgetting downside protection.
- Global companies are scouring the world for customers – where a company does business can be more important than where it’s located
- Technology has been a game changer and idea-driven companies are taking the lead
- Protecting on the downside has become ever more important – how can we improve resilience of portfolios?
Contingent Convertible Bonds (CoCos) - An established asset class offering an unique combination of high yields, high quality, low volatility, diversification and ample liquidity with issuance due to regulation and appetite constantly expanding. Is this a good asset class for gaining yield under a low interest environment?
The strategy will focus on investing primarily in bonds issued by such institutions that are at the lower end of their capital structure and in particular on contingent capital bonds — also known as contingent convertible bonds (‘CoCos’).
Key characteristics of the strategy includes:
- High income with low volatility potential
- Structured and repeatable investment process
- The most liquid part of credit markets
- Diversification across breadth of highly rated financials
- Diversified income source, low correlation
- Regulator-friendly asset class, a growing market
- What are the main investment themes and the products that will be most relevant in 2018 - Top risks and how to alleviate them? Mega-trends and how to capitalise on them?
- Active vs passive: friends or foes?
- Socially responsible and impact investing: it seems to be a growing concern for clients, are wealth managers giving it the attention it deserves?
- How would you explain your investment process and philosophy - and to what extent is it mandatory that your advisors follow it?
- Discretionary vs advisory vs execution: how can clients benefit?
- Most Private Banks in 2017 gravitated to using the same big funds. Is it now time to pay more attention to Boutique / Specialist managers? Is it possible to do so when you need scale?
- Selling global income funds and leveraging them 4 times – is this still appropriate?
- MiFID II – to what extent will it force Private Banks in Asia to restructure their investment engine and operate in a more transparent way?
- What's the extent that DIGITAL platforms help create long-term value for clients?
- Nearly everyone had a good year in 2017 – what are your best and worst predications for this year?
- What funds / investment products have you got that are specifically relevant to China-based private banks and wealth managers? What are your plans for growing this opportunity?
- What’s your view on technology, margin pressure and regulatory reform?
- Multi asset, Income generation and liquid alternatives – what will be the main themes for 2018?
- What strategies will enable Chinese / Asian investors get higher returns, whilst been mindful of potential market challenges in 2018?
- Global equity markets have seen a strong run. Does it still have legs? Or are we reaching a terminal stage? Where do you now turn to drive long-term returns for a portfolio?
- What alternative investments are there for HNW and UHNW clients and why are they relevant?
- What's the increasing role of Physical Gold?
Director, Head of Sales, Hong Kong & Singapore, Financial Institutions Marketing
Commerzbank