Event Agenda
Sascha Zehnter
Managing Director, Head of External Asset Managers, South-east Asia Private Banking Division, and Head External Asset Managers, Asia Pacific Platform
Credit Suisse
- How to drive greater industry collaboration
- Creating a more inclusive Association
- Fostering best practices in relation to regulation, digital, risk management
- What can we do as an industry to refine the value proposition?
- How can firms build more of a franchise?
- How should independent firms decide which type of business they should be in?
- What’s still missing in the client acquisition process?
Chair
Michael Stanhope
Chief Executive Officer & Founder
Hubbis
Panel members
Mandeep Nalwa
Founder, Chief Executive Officer
Taurus Wealth Advisors
Yai Sukonthabhund
Chief Executive Officer
Crossbridge Capital
Sanjay Guglani
Managing Director
Silverdale Capital
Steve Davies
Chief Executive Officer
Javelin Wealth Management
Rolf Haudenschild
Co-Founder, Head of Compliance and Internal Audit Services
Ingenia Consultants
Tobias Bland
Chief Executive Officer
Enhanced Investment Products
Sascha Zehnter
Managing Director, Head of External Asset Managers, South-east Asia Private Banking Division, and Head External Asset Managers, Asia Pacific Platform
Credit Suisse
- Observations and outlook on the EAM market development in Asia
- Mutual challenges for our industry
- Key success factors in servicing EAMs
- How do the approaches of private bankers to acquiring clients differ from those of advisers at IAMs?
- How do we get more capable people to join independent firms?
- What types of bankers are best suited to this type of model?
- How do bankers capitalise on their existing client book when moving to an IAM?
- Are private bankers staying put within their institutions for the right reasons?
- Where will the next generation of independents come from?
Chair
Michael Stanhope
Chief Executive Officer & Founder
Hubbis
Panel members
Anthonia Hui
Chief Executive Officer
AL Wealth Partners
Philipp Piaz
Partner
Finaport
Anthony S. Casey
Executive Director, Wealth Management
Swiss Asia
Vineet K Vohra, CFA
Director & Practice Leader
Arete Financial Partners
David Varley
Chief High Net Worth Officer
Sun Life Hong Kong
- What’s the tangible opportunity that the IAM / MFO business represents for private banks?
- How much will scale of the IAM platform determine which banks will succeed?
- Do independent firms need large players? Or are more boutique banks better-placed to service them?
- How can banks create a competent platform qualified to serve IAMs / MFOs and their clients? What will be the differentiators in the offering going forward?
- Is there enough business for everyone?
- Some banks have either exited this business, or have never entered in the first place. Do they know something the others don’t?
- What direction will EAM Desks take going forward?
Chair
Michael Stanhope
Chief Executive Officer & Founder
Hubbis
Panel members
Sascha Zehnter
Managing Director, Head of External Asset Managers, South-east Asia Private Banking Division, and Head External Asset Managers, Asia Pacific Platform
Credit Suisse
Thomas Jost
Executive Director, Head Intermediaries South East-Asia & Pacific
Bank Julius Baer
Olivier Parriaud
Head of Financial Intermediaries, Singapore
Indosuez Wealth Management
Sylvain Gysler
Executive Director, Head of Intermediaries & Multi Family Offices, Asia
VP Bank (Singapore) Ltd
Eduard von Kymmel
Head of VP Fund Solutions
VP Bank
- What’s driving investor migration for Asia’s wealthy families?
- Key considerations for HNW families in relation to residence and citizenship planning
- Global trends and developments in investor migration
Head of Representative Office, Hong Kong, Global Private Wealth
Swiss Life Global Solutions
- Diversification/choice in insurance solutions for HNW clients
- VUL value proposition to HNW clients and private banks
- Understanding why some HNW clients have avoided life insurance as a planning solution
- What does VUL bring to the market that currently is not available
- Investing in gold
- The role of gold in portfolios
- What is a RAIF?
- Advantages
- Asset classes
- Requirements
- Time to market & costs
- What are wealthy families and UHNW clients looking for from their wealth managers today?
- What adds real value to these clients?
- Who is best-placed to deliver this?
- How do they select their advisers?
- What’s the development of independent wealth management in each of Singapore and Hong Kong?
- What are the respective Associations in each city doing to help drive larger, more inclusive industries?
- What are regulators doing to facilitate independent wealth management? What more could they do?
- What are the main reasons to be positive for growth of independent firms in both cities?
Chair
Michael Stanhope
Chief Executive Officer & Founder
Hubbis
Panel members
Etienne Billaud
Senior Relationship Manager
SingAlliance
Patrick Busse
Director, Head of EAM South East Asia & International
Credit Suisse
Jessica Cutrera
Managing Director
The Capital Company
Riccardo Lehmann
Managing Director
Swiss Asia
Nigel Rivers
Founder and Chief Executive Officer
Capital Solutions
- Challenges for real estate Investors in 2017
- What do HNW clients want in real estate investments?
- What real estate is shown to clients and why is this not really working?
- Previous obstacles to offering real estate products to clients
- The pie just got bigger
- How are we investing as an industry in fintech and digital tools?
- Are we making the most of this to drive growth for our businesses?
- Does anyone have a clear and differentiated digital strategy?
- What should be your priority when investing in technology?
- How can ensure you are well-placed to evolve and move past critical mass?
- How do you collaborate with fintechs to achieve your goals in terms of innovation and enhancing the client experience?
Chair
Michael Stanhope
Chief Executive Officer & Founder
Hubbis
Panel members
Steve Knabl
Chief Operating Officer, Managing Partner
Swiss Asia
Martin Young
Chief Executive Officer
Farringdon Asset Management
Julian Kwan
Chief Executive Officer
InvestaCrowd
Frank T. Troise
Managing Member
SoHo Capital LLC
Will Lawton
Co-Founder
Eigencat
- Where will Asia’s independent wealth management industry be in 2020?
- What are the structural opportunities to move the business forward to the next level?
- Is it realistic to grow organically and reach the desired scale?
- How do we even define the right size?
- What are the opportunities to collaborate in a more meaningful, coordinated and tangible way?
Chair
Michael Stanhope
Chief Executive Officer & Founder
Hubbis
Panel members
Urs Brutsch
Managing Partner & Founder
HP Wealth Management
Rohit Bhuta
Chief Executive Officer
Crossinvest
Yash Mishra
Managing Director, Head, Private Clients
Taurus Wealth Advisors
Sascha Zehnter
Managing Director, Head of External Asset Managers, South-east Asia Private Banking Division, and Head External Asset Managers, Asia Pacific Platform
Credit Suisse
Ernest Ong
Senior Consultant
Mercer
- 2017 is supposed to be an equities year – will it actually happen?
- Will this be another year of turbulent markets? A replay of 2016?
- How will investors generate performance in 2017?
- How do clients think today? And how do you manage their expectations?
- What are the biggest risks for 2017?
- How will geo-political risks impact the landscape?
Chair
Andrew Hendry
Managing Director, Asia
Westoun Advisors
Panel members
Juerg Kiener
Managing Director & Chief Investment Officer
Swiss Asia Capital
Vinit Sarangdhar
Managing Director
Alpha Quest
Noli de Pala
Chief Investment Officer
TriLake Partners
Carlo Rossi
Managing Director
Trendlab