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Full Agenda

8.35am
Registration
8.55am
Welcome Address
Michael Stanhope
Chief Executive Officer
Hubbis
9.00am
Panel discussion
What is digitized advice?
  • How does digitization help drive advice and improve the relationship between the RM and client?
  • 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?
  • Can digital investment tools generate investment ideas for a client?
  • How does it save money or drive revenue?
  • How have you improved the middle and back office?
  • Do clients still want discussions about portfolios to be had with their RM?
  • How will new platforms impact the PB space?
  • Is Robo still a term that’s mis-used?
  • What should the investment engine behind digitized advice be?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members

Paul Hodes
Wealth Management Head Asia Pacific and EMEA
Citi
Nick Hungerford
Senior Advisor
Portag3 Ventures
Evy Wee
Executive Director, Head of Digital Advisory & Portfolio Implementation, Regional Investment Product & Advisory
DBS Bank
Duncan Klein
Head of Outbound Product Management
BondIT
John Robson
Chief Commercial Officer
Quantifeed
9.45am
Presentation
BlockChain, Predictive Analytics, Robo – evolving and applying within wealth management
Timothy Neville
Managing Director – Singapore
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.
10.05am
Presentation
Adapting Wealth Management for a BigTech World
David Wilson
Head of Asia Wealth Management
Capgemini
  • The continued importance of hybrid advice
  • Progress of wealth management firms’ business model transformation
  • BigTech – A threat or opportunity?
  • Investing for an uncertain future
10.15am
Panel discussion
What’s next for digital in wealth?
  • What new and interesting digital services are we likely to see in 2018?
  • When will we move from ‘digital lipstick’ to real commitment?
  • 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 is the client experience supposed to look like?
  • What are the lessons to be learned so far from elsewhere in the world?
  • Does the cost of delivering financial advice and services needs to be reduced?
  • Build it yourself or PLUG & PLAY?
  • What's the impact of artificial intelligence (AI) and big data analytics?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members

Urs Lichtenberger
Director, Client Platform, Asia Pacific
Credit Suisse Private Banking
Mark Wightman
Partner, Wealth & Asset Management Advisory
EY
Damien Piper
Regional Director, Asia
Finantix
Thomas Achhorner
Global Head of Solutions
additiv
Sandeep Mukherjee
Managing Director, Head of Wealth Management Proposition Design
Standard Chartered Bank
11.00am
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 on boarding
  • Main Compliance & KYC Challenges
  • RegTech platform: ICOS/2
11.10am
Refreshment & Networking
11.35am
Presentation
Strategies for Enabling a Customer-First Digital Wealth Platform
Darryn Noble
Vice President, Sales Consulting
NEXJ Systems
  • How to leverage CRM as part of a more strategic customer-first, digital wealth platform.
  • Evolution of CRM, approaches to integration, strategies for data management, and the features you need to think about in order to truly differentiate your business.
  • How firms can quickly leverage AI and machine learning as part of an intelligent customer management solution.
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.

12.00pm
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
12.15pm
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?
  • Is China where we see the real innovation and opportunities?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members

Julian Kwan
Chief Executive Officer
InvestaCrowd
Navin Suri
Chief Executive Officer
Percipient
Seamus Donoghue
Director
Metaco SA
Stanley Chao
Co-Founder and Head of Data Science
Red Pulse
Frank Henze
Practice Lead - Financial Services IT
Trimantium GrowthOps
13.00pm
Presentation
Avoiding common Multigenerational Wealth Planning Pitfalls
Mark Nelligan
Chief Executive Officer, Singapore
Pershing
  • Looting the legacy
  • Monarch to mentor
  • Transactional traps
  • Death and Divorce
13.10pm
Lunch
13.50pm
Presentation
Open banking: driving robo-advice opportunities to new heights
John Robson
Chief Commercial Officer
Quantifeed
  • Open Banking - access and information, benefitting customers
  • Quality information - quality advice, quality outcomes
  • Creating more delightful wealth management experiences
14.00pm
Workshop
Case Study: How Aviva drives digital wealth business growth with Data-Driven and Customer-centric approach
  • Customer Journey Mapping – Good customer experience happens by design but not by chance
  • Data-based decision-making – Why it is important not to make assumption
  • Test & learn – How can you implement changes quickly and best for clients
Rachel Chen
Head of Digital Wealth (dollarDEX)
Aviva
14.30pm
Workshop
Data and the role data has in driving digitisation
  • Evolution of digitisation in wealth management - what worked in the past
  • Where digitisation occurs now and in future along the end to end business set up
  • Importance of data to define the future of business design
  • Data strategies to deliver value add services to client
  • How do aspects like cloud computing and blockchain impact future business models
Frank Henze
Practice Lead - Financial Services IT
Trimantium GrowthOps
15.10pm
Refreshment & Networking
15.30pm
Panel discussion
DIGITAL = Faster, cheaper and better wealth management
  • What does the platform of tomorrow look like?
  • Where are we with ROBO?
  • What's the likelihood we can engage clients directly?
  • What's your value proposition and why will it be successful?
  • Have consumers, banks and consultants really embraced ‘new stuff’?
  • Who will rock the boat?
  • Are traditional wealth managers struggling to keep up with client expectations?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members

Freddy Lim
Co-founder & Chief Investment Officer
StashAway
Kunal Bajaj
Founder, Chief Executive Officer
Clearfunds
Tanmai Sharma
Chief Executive Officer
Canopy
Elena Okhonko
Independent Financial Adviser
Financial Alliance
Mark Nelligan
Chief Executive Officer, Singapore
Pershing
Charlie O Flaherty
Partner
Crossbridge Capital
16.30pm
Forum End