Event Agenda
8.40am
Registration
9.00am
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?
9.55am
Presentation
Recent Trends and Developments in Investor Migration
- 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
- 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?
Vincent Magnenat
Limited Partner, Global Head of Strategic Alliances, Asia Regional Head
Lombard Odier
Limited Partner, Global Head of Strategic Alliances, Asia Regional Head
Lombard Odier
Conrad Lim
Managing Director & Deputy Chief Executive Officer, Senior Regulatory Counsel Asia
LGT Bank
Managing Director & Deputy Chief Executive Officer, Senior Regulatory Counsel Asia
LGT Bank
11.00am
Presentation
Current Wealth Management Trends
- 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
- 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?
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
1.05pm
Lunch & Networking
1.50pm
Room A – Workshop
Demystifying structured products
- How structured product works
- Factors affecting the product price
- Liquidity and valuation on secondary market
- Common misconceptions
1.50pm
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
2.30pm
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?
2.30pm
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.
3.10pm
Refreshment & Networking
3.30pm
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?
Jean-Louis Nakamura
Chief Investment Officer, Asia Pacific - Chief Executive Officer, Hong Kong
Lombard Odier
Chief Investment Officer, Asia Pacific - Chief Executive Officer, Hong Kong
Lombard Odier
4.15pm
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?
Adrian Chee
Managing Director, Head of Portfolio Management and Credit, Asia
Credit Suisse Asset Management
Managing Director, Head of Portfolio Management and Credit, Asia
Credit Suisse Asset Management
5.00pm
5.10pm
Forum Ends