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Full Agenda

8.40am
Registration
9.00am
Welcome Address
Malik Sarwar
CEO
K2 Leaders
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
Chief Executive Officer, Asia
Indosuez Wealth Management
Michael Blake
CEO Private Banking Asia
UBP
Eng Huat Kong
Chief Executive Officer, Singapore and South-East Asia
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, Country Head Bangladesh and Sri Lanka
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
Chief Executive Officer, Singapore and Head of Sales, 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
Lombard Odier
Alvin Lee
Head of Group Wealth Management & Community Financial Services
Maybank
Michael Gerber
Chief Executive Officer
360F
11.00am
Presentation
Current Wealth Management Trends
Irene Lee
Business Development Director, Asia
Hawksford
  • 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 Overlooked Asset
Karen O'Hanlon
Managing Director
First Names Group
  • Understanding the luxury asset game in Asia
  • Navigating the complexities of holding art, wine, watches
  • What’s next for our clients, their luxury assets 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
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
13.00pm
Lunch
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, Country Head Bangladesh and Sri Lanka
Henley & Partners
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
Eric Wattebled
Executive Director, Head of Structuring Asia
Leonteq Securities
14.30pm
Room A – Workshop
Axial Partners
14.30pm
Room B – Workshop
15.10pm
Refreshment & Networking
15.30pm
Panel discussion
Product Gatekeepers; A rising tide lifts all boats
  • How would you explain your investment process and philosophy - and to what extent is it mandatory that your advisors follow it?
  • 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?
  • Has anything really changed in the last ten years? Is private banking simply a distribution channel today?
  • You had a great year in 2017. What's your revenue replacement strategy for the next two years? Is your revenue about to disappear?
  • How is the move to advisory and discretionary coming along?
  • Given more challenging market conditions – is advice is more important than ever?
  • Is anyone actually brave enough to give advice? Will clients pay for it?
  • 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

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 are your best and worst predications for this year?
  • What funds / investment products have you got that are specifically relevant today to private banks and wealth managers?
  • Multi asset, Income generation and liquid alternatives – what will be the main themes for 2018?
  • 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 alternative investments are there for HNW and UHNW clients and why are they relevant?
  • What the increasing role of Physical Gold?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members

Robert Hordon
Senior Fund Manager
J O Hambro Capital Management
John Capaldi
Managing Director
EG Capital Advisors
Nicolas Mathier
Managing Partner
Global Precious Metals
Tony Wong
Head of Intermediary Sales
CSOP Asset Management
17.00pm
Closing remarks
Malik Sarwar
CEO
K2 Leaders
17.10pm
Forum End