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Full Agenda

8.35am
Registration
8.55am
Welcome Address
Michael Stanhope
Chief Executive Officer
Hubbis
9.00am
Head - to - Head Q & A
Stepping out of the box
Bassam Salem
Founder & Chief Executive Officer
Obuhi
  • Solving client paint points through digital innovation
  • Fixed costs vs variable costs: Rents and Salaries
  • Digital Channels of distribution
  • Data Analytics and monetization
9.20am
Panel discussion
What’s next for ‘digital’ in wealth?
  • Have we seen any examples of tangible success in digital wealth management?
  • How should banks decide what’s working? What KPIs should we use?
  • What new and interesting digital services are we likely to see in 2019?
  • Digital tools provided to RMs for RM advisory – what has been the Banks’ experience on the adoption and value add, and any challenges faced?
  • What are the lessons to be learned so far from elsewhere in the world?
  • Whats the impact of artificial intelligence (AI) and big data analytics?
  • How does it save money or drive revenue? • Build it yourself or PLUG & PLAY?
  • Platforms and processes – whats the role of digital? • What is the client experience supposed to look like?
  • How does digitization help drive advice and improve the relationship between the RM and client?
  • Is China where we see the real innovation and opportunities?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members

Terence Tam
Executive Director, Head of Wealth Management Technology, Asia ex-Japan, Global Information Technology Division
Nomura
Werner Schlossmacher
Managing Director, Platform Solutions Group, APAC Solutions, Markets, Asia Pacific
Credit Suisse
Alan Luk
Head of Private Banking & Trust Services
Hang Seng Private Banking
Jonathan Ha
Chief Executive Officer
Red Pulse
10.10am
Presentation
BlockChain, Predictive Analytics, Robo - Evolving and applying within wealth management
Harle Mossman
Managing Director - North Asia
FNZ
  • How these technologies are practically being utilised (or intending to be utilised) within the wealth management sector
  • How these technologies are evolving from their 1.0 versions
  • What impact these technologies will actually have on our existing operating models
10.30am
Presentation
Canopy
Tanmai Sharma
Chief Executive Officer
Canopy
10.40am
Panel discussion
Virtual Banks in Hong Kong; Lots of hype – will it live up to the expectation?
  • Who will rock the boat?
  • Are traditional wealth managers struggling to keep up with client expectations?
  • Can new banks be successful? Are they really any different?
  • How will this evolve in Hong Kong?
  • Do people see a positive commercial effect? Will anyone make money and how?
  • What is actually digital?
  • Are payments a problem?
  • Is the cost of delivering financial advice and services reduced?
  • Is there any role for RMs?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members

Michael Benz
Senior Advisor, Regional Head of Digital Banking
Synpulse
Paul McSheaffrey
Head of Banking, KPMG Hong Kong
KPMG
Gary Ng
Partner
PwC
Silvio Struebi
Partner
Simon-Kucher & Partners
Steven Lee
Chief Executive Officer
MoneySQ
11.10am
Refreshment & Networking
11.35am
Presentation
The Digitalization of Client On boarding: improve Customer Experience & Operational Efficiencies while reducing overall Compliance cost
Andreas Wenger
General Manager, Asia Pacific
IMTF
  • Self-Service or RM-supported Onboarding
  • Main Compliance & KYC Challenges
  • RegTech platform: ICOS/2
11.45am
Presentation
The Four Waves of Agile
John Okoro
Head of Agile Practice
Orbium

In this session Orbium will present the four waves of Agile from single Agile / Scrum teams, to Agile Scaling, Business Agility and Digital Innovation. Understanding these “waves” is very key to banks charting their course and getting the most out of their Agile / Digital transformations.

11.55am
Presentation
Bringing Wealth Management Client Communications into the 21st Century
Shane Meredith
Director, Wealth & Advisory
SS&C Technologies
  • Analog Wealth Management in a Digital Asia
  • How to Communicate with today’s Asian Based Clients
  • Welcome to Digital Asia
12.05pm
Presentation
Crypto Currency and Digital Asset Custody
Seamus Donoghue
Director
Metaco
  • The custody landscape
  • Key issues for banks and financial institutions
  • Balance of security and availability
  • What is SILO
12.15pm
Panel discussion
Demystifying all the hype
  • Making sense of crypto and blockchain - what are the real applications & implications in financial Services?
  • FinTech – What's working or not working?
  • How are FinTech companies partnering with larger more established institutions?
  • What makes these partnerships work - what both sides are looking to achieve?
  • What has emerged from any of the Incubators, Labs and other initiatives?
  • There has been lots of talk – but what’s next?
  • What's really under the lid? Is there any genuine innovation?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members

Christophe Lee
Founding Partner
JP Asia Partners
Frank Henze
Practice Lead - Financial Services IT
Trimantium GrowthOps
Julian Kwan
Chief Executive Officer
InvestaCrowd
Mark Wightman
Partner, Wealth & Asset Management Advisory
EY
Johnson Chng
Founding Partner
Silk Road Finance
13.10pm
Lunch
13.50pm
Presentation
How can you win the digital race? – Monetise effectively
Silvio Struebi
Partner
Simon-Kucher & Partners
14.20pm
Workshop
15.10pm
Refreshment & Networking
15.30pm
Panel discussion
DIGITAL = Faster, cheaper and better wealth management
  • How will new platforms impact the wealth management space?
  • Is Robo still a term that’s mis-used? • What does the platform of tomorrow look like?
  • What's the likelihood we can engage clients directly?
  • Whats' your value proposition and why will it be successful?
  • Have consumers, banks and consultants really embraced ‘new stuff’?
  • How do you ensure you are giving best in class advice across all markets and client segments?
  • How can you look through the client portfolio and offer better advice? 
  • How have you improved the middle and back office?
  • Do clients still want discussions about portfolios to be had with their RM?
  • What should the investment engine behind digitized advice be?
  • Can digital investment tools generate investment ideas for a client?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members

Mathias Helleu
Executive Chairman
8 Securities
Tanmai Sharma
Chief Executive Officer
Canopy
Clarie Kwa
Director
360F
Tariq Dennison
Investment Specialist, Retirement Plans
GFM Asset Management
16.30pm
Forum End