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Full Agenda

8.40am
Registration
9.00am
Welcome Address
Malik S. Sarwar
CEO
K2 Leaders, USA
9.05am
Panel discussion
The What and How of differentiated WM 2.0
  • 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?
  • More opportunity for boutique / independent wealth managers?
  • What's your strategy for millennials? What's your strategy for women?
  • Does any young person want to be a private banker today?
  • How can you continue to cut cost without killing the client proposition? 
  • What's your view on competency standards / continuous professional education?

Chair

Malik Sarwar
CEO
K2 Leaders

Panel Members

Su Shan Tan
Group Head of Consumer Banking & Wealth Management
DBS Bank
Pierre Masclet
Asia Chief Executive Officer, Singapore Branch Manager
Indosuez Wealth Management
Michael Blake
CEO Private Banking Asia
UBP
Eng Huat Kong
Senior Managing Director, Chief Executive - Singapore Branch
EFG Bank
Edmund Lin
Partner & Director, Global Head of Financial Services
Bain & Company
9.55am
Presentation
Recent Trends and Developments in Investor Migration
Nirbhay Handa
Manager, Client Advisor
Henley & Partners
  • Global trends and developments in investor migration
  • What’s driving investor migration for Asian HNWIs?
  • Key considerations for HNWIs in relation to residence and citizenship planning
10.05am
Presentation
How to use Structured Investment Solutions in a changing market
Jeremy Ng
Managing Director & Chief Executive Officer, Asia
Leonteq Securities
  • A suitable solution for each market conditions
  • Benefit from market volatility
  • A great diversification tool
10.15am
Panel discussion
Is international private banking in structural decline?
  • How are the wealth management markets developing onshore?
  • Offshore / onshore. Where is the long-term opportunity?
  • Who is making a commitment to building an onshore business?
  • Is there a hybrid model where international banks can work with onshore banks?
  • Right partner and right market? What’s the potential to collaborate? Will it work?
  • Cross-border challenges – CRS and AEOI
  • How is Singapore is changing the Wealth Management global landscape?
  • How important is Singapore today as a center for wealth management from Chinese clients?
  • Is international private banking in structural decline?

Chair

Malik Sarwar
CEO
K2 Leaders

Panel Members

Vincent Magnenat
Chief Executive Officer of Asia Pacific
Lombard Odier
Alvin Lee
Head of Group Wealth Management & Community Financial Services
Maybank
Michael Gerber
Chief Executive Officer
360F
Conrad Lim
Managing Director & Deputy Chief Executive Officer, Senior Regulatory Counsel Asia
LGT Bank
Kimmis Pun
Managing Director, ‎Head of Private Banking
VP Bank
11.00am
Presentation
Current Wealth Management Trends
Irene Lee
Business Development Director, Intermediary and Partnership
Hawksford Singapore Pte. Ltd.
  • Overview - Asia in General; GDP and Growth
  • Updates on Singapore and Hong Kong as Wealth Management Centres
  • Updates on CRS and AEOI
  • Tax Compliant Estate Planning Tools
11.10am
Refreshment & Networking
11.35am
Presentation
The Most Overlooked Asset
Karen O'Hanlon
Managing Director
First Names Group
  • Luxury asset opportunities for wealth managers
  • Understanding the luxury asset game in Asia
  • What’s next for our clients, their luxury investments and defining your role
11.45am
Panel discussion
Platforms / Digital – what’s the future?
  • What's working? What's not working?
  • Fintech fatigue?
  • Is it now time to just plug and play?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members

Mark Nelligan
Chief Executive Officer, Singapore
Pershing
Anthony J. Harper
Chief Executive Officer and Co-Founder
Axial Partners
Steve Knabl
Chief Operating Officer & Managing Partner
Swiss-Asia Financial Services
Ross Milward
Chief Technology Officer & Co-Founder
Quantifeed
12.15pm
Panel discussion
The Art and Science of Wealth Solutions
  • What are the trends we are seeing in wealth solutions globally?
  • Back to Basics – do we need to simplify the structures we use?
  • What's the role of international financial centres today?
  • Offshore vs mid-shore
  • The challenges for family succession
  • 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 today?
  • How can you participate in the increasing offshoring of Chinese wealth?
  • Update on CRS and AEOI

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members

Lee Wong
Head of Family Services, Asia
Lombard Odier
Keith Harrison
Chief Executive Officer
Abacare
Zac Lucas
Founder, Head of Legal
Centenal
Karen O'Hanlon
Managing Director
First Names Group
An Kelles
Business Development Director, Greater China
Jersey Finance
David Varley
Chief High Net Worth Officer, Sun Life Hong Kong
Sun Life Financial
Peter Tsih
Chief Executive Officer, Asia Pacific & EMEA
International Planning Group
13.05pm
Lunch
13.50pm
Room A – Workshop
Demystifying structured products
  • How structured product works
  • Factors affecting the product price
  • Liquidity and valuation on secondary market
  • Common misconceptions
Xavier Burkhardt
Executive Director
Leonteq Securities
Erick Wattebled
Executive Director, Head of Structuring Asia
Leonteq Securities
13.50pm
Room B – Workshop
The World’s Leading Residence and Citizenship-by-Investment Programs
  • Overview of Immigration programmes
  • The leading Citizenship-by-Investment Programs in the Caribbean
  • European Citizenship-by-Investment in Malta and Cyprus
  • Attractive European Residence-by-Investment Program
Nirbhay Handa
Manager, Client Advisor
Henley & Partners
14.30pm
Room A – Workshop
Managed Accounts in Asia

Managed accounts are one of the largest and fastest growing segments of the wealth management market globally, eclipsing $5 trillion of assets in the U.S. market alone. Increasingly they are available in Asia as an important tool for wealth managers to access third party asset managers to implement tailored and transparent solutions for their discretionary portfolio management clients.

  • What is a managed account?
  • How does it work?
  • Making money for clients with managed accounts
  • Why is a managed account relevant in Asia today?
  • Who is Axial Partners?
Anthony J. Harper
Chief Executive Officer and Co-Founder
Axial Partners
14.30pm
Room B – Workshop
Update on developments in regulation and compliance impacting the Wealth Management Industry in Asia

An interactive discussion on the challenges of complying with the multitude of different approaches by Jurisdictions in the region to cryptocurrency regulation, and on the new challenges introduced by the UK Criminal Finances Act 2017, including the new corporate offences of tax evasion, adequate procedures and Unexplained Wealth Orders, and why this new UK legislation cannot safely be ignored in Asia.

Gez Owen
General Counsel and Head of Content
Hubbis
15.10pm
Refreshment & Networking
15.30pm
Panel discussion
Product Gatekeepers
  • How will you help clients shift mindset, investing style and portfolio holdings as the market transitions to a more volatile end-of-cycle phase?
  • How would you explain your investment process and philosophy?
  • Given the positive market performance up to the end of 2017. How can you explain what value you added to your clients?
  • Impact of key business mega-trends of passive investments, fees, transparency, regulations; How are you adapting to grow?
  • You had a great year in 2017. What’s your revenue replacement strategy for the next two years? Is there a likelihood you will see outflows this year?
  • How important is credit risk today?
  • How is the move to advisory and discretionary coming along?
  • Given more challenging market conditions – is advice is more important than ever?
  • Opportunities of key market mega-trends of millennial, baby boomers, women empowerment, ESG, SRI. How are you capitalising on these?

Chair

Malik Sarwar
CEO
K2 Leaders

Panel Members

Bryan Goh
Executive Director, Chief Investment Officer
Bordier & Cie
Jean-Louis Nakamura
Chief Investment Officer, Asia Pacific - Chief Executive Officer, Hong Kong
Lombard Odier
Rohit Jaisingh
Head, Equity Investment Products
DBS Bank
Tuck Meng Yee

Allfunds Bank
Marc Van de Walle
Global Head of Products
Bank of Singapore
Chee Loong Chong
Wealth Business Leader, Singapore
Mercer
16.15pm
Panel discussion
Product Manufacturers; What products do you have that you feel would be most valuable to HNW / UHNW clients in 2018?
  • What funds / investment products have you got that are specifically relevant today to private banks and wealth managers?
  • How can clients access China?
  • How can clients access India?
  • Active vs passive?
  • What strategies will enable Asian investors get higher returns, whilst been mindful of potential market challenges in 2018?
  • Where do you now turn to drive long-term returns for a portfolio?
  • What is the increasing role of Physical Gold?
  • What is your current thinking about the role of fixed income and credit in HNW / UHNW clients’ portfolios?
  • What are the prospects for US dollar interest rates in the coming 12 months? Is being small and flexible in fixed income critical at this point in the rate cycle?
  • Can the higher yields available in particular asset classes insulate investors from rising official rates and still provide good returns?
  • What are the available higher-yielding USD-denominated asset classes?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members

Robert Hordon
Senior Fund Manager
J O Hambro Capital Management
Tony Wong
Head of Wealth Solutions, Sales & Product Strategy
CSOP Asset Management
Dimitry Griko
Chief Investment Officer – Fixed Income
EG Capital Advisors
Praveen Jagwani
Chief Executive Officer
UTI International
Adrian Chee
Managing Director, Head of Portfolio Management and Credit, Asia
Credit Suisse Asset Management
Heena Mayani
Business Development Manager
Global Precious Metals
17.00pm
Closing remarks
Malik S. Sarwar
CEO
K2 Leaders, USA
17.10pm
Forum End