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Full Agenda

8.40am
Registration
9.00am
Welcome Address
Michael Stanhope
Chief Executive Officer
Hubbis
9.05am
Panel discussion
How is the wealth management offering in China developing?
  • How are the different business models evolving in the onshore wealth management market?
  • Where will the continued growth come from and what are the priorities? How do you scale your business?
  • What products and services are offered to wealthy clients and how is this developing?
  • What does the private banker of tomorrow look like in China?
  • How do the different players – wealth management, securities firms, insurance and banks compete or complement each other?
  • What changes are we seeing in client expectations and behaviour? • How is regional wealth management developing in comparison? 
  • How can we find the right talent? And grow it?
  • What are some of the trends we are seeing in Residence and Citizenship-By-Investment Programmes?
  • Are there any ‘real’ family offices in China? What do they do? What are their needs?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members

Kimmis Pun
Managing Director, ‎Head of Private Banking
VP Bank
Richard Straus
Senior Managing Director, Head of Private Banking
EFG Bank
James Wu
Founding Partner
Triumph Capital International
Ray Chou
Partner, Wealth Management & Asset Management Practice Lead
Oliver Wyman
Stanley Chao
Co-Founder and Head of Data Science
Red Pulse
Elvis Liu
Business Development Manager
Henley & Partners
9.50am
Presentation
ETF Evolution
Geir Espeskog
Managing Director
BlackRock

Exchange traded funds (ETFs) have experienced explosive growth over the past decade, exceeding $4 trillion in assets under management to date. According to the Global ETF Research 2017 report by Ernst and Young, ETFs are expected to reach $7.6tn by 2020 and exceed active funds by 2027. In this session, we explore why ETFs have become so popular, some of the prevailing trends impacting Asia and the world, and how investors are using ETFs in their portfolios.

10.20am
Panel discussion
Building investment capacity and capability
  • What positive developments have there been in the investment management industry in the last 12-months? 
  • What are the biggest opportunities and challenges for the asset management industry in China?
  • What scope would you like to see for local and overseas asset managers to collaborate more?
  • How is the product offering for Chinese HNW clients evolving?
  • What are the expectations of HNW clients? How does this compare to clients outside China?
  • What new investment products will be popular in the next 12-months?
  • How are you thinking about fund selection and portfolio construction?
  • How will clients increasingly diversify their portfolios?
  • What's the role of digital?
  • Are we Incentivising the right behaviour to get to sustainable earnings for the organisation and the right outcomes for clients?
  • What can we do to better educate customers and improve the levels of service and overall client experience?
  • How do Chinese clients think about risk? Do they manage it appropriately?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members

Perry Qiu
General Manager of Global Investment
Ping An Trust
Myung Je Park
Director
BlackRock
Lu Kang
Executive Director and Special Assistant to the Chairman
Chasestone Capital
Marco Liu
Investment Consultant
Mercer
11.05am
Refreshment & Networking
11.30am
Keynote Address
Keynote remarks from the Chief Minister of Jersey
Senator John Le Fondré
Chief Minister
Government of Jersey
11.40am
Workshop
Private Banking into the Future: What’s the latest trend of private banking in Asia?
  • What are the some of the trends we are seeing today in Asian Private Banking?
  • How are the needs of wealthy clients in Asia changing?
  • What are the challenges that the industry faces today?
  • How will the investment offerings change in the next few years?

 

Kimmis Pun
Managing Director, ‎Head of Private Banking
VP Bank
12.10pm
Presentation
Digitalization to Gain Competitive Advantage in Wealth Management
Tony Yiu
Sales Director, Greater China Region
ERI Banking Software
  • Client centricity in Digital Wealth Management
  • Digitalization Advisory Model
  • Digitalization Benefits to Wealth Manager
12.20pm
Panel discussion
TECH / DIGITAL = Faster, cheaper and better wealth management?
  • What’s the potential for non-banks and other start-ups to eat into existing market share of organisations built on a traditional business model?
  • What are the priorities when it comes to digital and technology?
  • What digital trends are we seeing elsewhere?
  • Platforms and processes – whats the role of digital?
  • What is the client experience supposed to look like? How is it evolving?
  • Have we seen any examples of tangible success in digital wealth management?
  • How should banks decide what’s working? What KPIs should we use?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members

Manli Zhu
Director, FSO Advisory - Performance Improvement
EY
Tony Yiu
Sales Director, Greater China Region
ERI Banking Software
Tammy Tan
Managing Director
BCG
William Barkshire
Senior Adviser
FNZ
Aina Dai
Sales Manager
Interactive Brokers
13.05pm
Lunch
13.50pm
Workshop
Leading Residence and Citizenship-By-Investment Programmes
  • Overview of Immigration programmes
  • European Citizenship-by-Investment in Malta and Cyprus
  • EB-5 is not the last solution to the US
  • The exclusive residence programmes in Asia
Serena Wang
Senior Business Development Manager
Henley & Partners
14.20pm
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
  • Brief Updates on CRS and AEOI
  • Tax Compliant Estate Planning Tools
14.30pm
Presentation
The Major legal challenges facing Chinese high wealth individuals
Michael Ma
Partner
Dentons
  • The influence of CRS and PRC Individual Income Tax Law 2018
  • Domestic tax compliance in China
  • Overseas tax compliance
14.40pm
Panel discussion
Helping wealthy families with their legacy and succession planning
  • What are the needs of wealthy Chinese Families?
  • The globalising of Chinese wealth and what trends to watch?
  • How are they dealing with legacy and succession planning?
  • How do you have a conversation with clients around sensitive family issues?
  • New tax developments? • What’s the role of insurance in this mix?
  • What are the practical considerations for HNW clients in wealth protection and transfer?
  • How are these needs developing? And how can you help clients understand these needs?
  • What trends are we seeing in Philanthropy?
  • How do wealthy clients structure their non-investment assets?
  • Do clients really understand the needs they have?
  • What's the role today of international financial centres?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members

Dharshi Wijetunga
Partner
Anaford Attorneys
Irene Lee
Business Development Director, Intermediary and Partnership
Hawksford Singapore Pte. Ltd.
Kristy Calvert
Managing Partner, Shanghai
Harneys
Richard Nunn
Head of Business Development
Jersey Finance
Kimmis Pun
Managing Director, ‎Head of Private Banking
VP Bank
15.30pm
Forum End