Event Agenda
8.55am
9.00am
Panel Discussion
What do you stand for? What do you focus on?
- What are the different business models? What’s working?
- Is there a growing divide between local IAM’s and European style IAM’s? To what extent it this an issue?
- Are you genuinely client-centric? Independent and transparent?
- What are some of the ways EAM / IAM can differentiate themselves from a typical private bank?
- What must this industry do to dramatically move forward?
- Innovation and evolution - How will you adapt to constant changes in technology, investor behaviour and regulation?
- From a non-investment perspective – how do you service your clients and add value?
- How are you considering the next generation?
- What does the client really need from you? Typically, do they even know?
- How will choose your ‘future leaders’? Whats YOUR succession plan?
Oliver Balmelli
Head of Independent Asset Managers and International Private Banking
EFG International
Head of Independent Asset Managers and International Private Banking
EFG International
9.45am
Presentation
Digital delivery of wealth management - the era of the platform?
- Transition of wealth management into the digital era
- Distribution / connectivity is key
9.55am
Presentation
Current Wealth Management Trends
- 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
10.05am
Head - to - Head Q & A
Physical Gold – making a shiny and solid contribution to any portfolio
- Why should you buy physical Gold?
- How should you buy it? Or not buy it?
- Where should you store it?
10.15am
Panel Discussion
What’s the opportunity that the growing wealth in China represents to you?
- What’s the role that Hong Kong based IAM could play in the future access to China wealth?
- How can domestic and offshore firms collaborate?
- What do clients want from their off-shore wealth management partners?
- Is there an opportunity to help with investments as these clients look to diversify?
- The globalising of Chinese wealth and trends to watch
- How are the different business models evolving in regional onshore wealth management markets?
- Do Chinese clients have unique expectations around technology, products and service?
- Are there any real family offices in China? What do they do? What are their needs?
- What are the Tax and Wealth Planning considerations today?
- In a new transparent world – how are the Chinese dealing with legacy and the next generation?
11.00am
Presentation
Wealth Preservation & Wealth Transfer – Knowns & Unknowns
- Are HNW clients’ wealth needs fulfilled by the insurance products in the market place?
- What opportunities remain overlooked or not yet fully-realised?
- How to better manage multi-jurisdictional assets with respect to wealth preservation?
- How can HNW clients achieve wealth transfer despite the regulatory and tax complexities in today’s world?
11.10am
Presentation
Recent Trends and Developments in Investor Migration
- 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
11.20am
Refreshment & Networking
11.45am
Presentation
Asia Future Leaders – Finding leading management teams demonstrating clear innovation in Asia
- Asia is catching-up and even leading the West in new age, growth areas through their own innovation
- The US has shown that the most successful companies are those with visionary leadership driving innovation from the top throughout the firm
- So in a world of constant disruption, it is ever more important to focus on the quality of management teams and their ability to innovate
11.55am
Presentation
The Revival of the Employee Benefit Trust
- What’s driving the resurgence of the Employee Benefit Trust?
- The positives and pitfalls for advisors
- Challenges for the future and keeping Hong Kong at the forefront of the market
12.05pm
Presentation
Where Next? Tax implications of residence planning for HNW families
- Overview of selected tax regimes in Europe
- Implications of family relocation on their income tax, wealth tax, inheritance tax, etc.
- Potential structuring solutions
12.15pm
Panel Discussion
Are you growing your platform? What motivates you to do it? What are the problems?
- How do you attract the right people without paying them a massive basic salary?
- What motivates them to join YOU?
- Bankers bring legacy clients to the EAM platform but how can you get new clients?
- What's the alignment of interest?
- Who owns it? Is it the same as working for private bank if you don't own it?
- Let’s imagine you want to add just two RMs to your platform this year – what are the challenges? Is it difficult to find someone to join you that shares your value system and embraces the unique culture?
- Can you improve processes? And can you make the connection between this and increased revenue?
- Is critical mass an issue? When do economies of scale kick in? When a company grows you face ballooning costs. Can you travel the road from ‘small’ to ‘medium sized’ without dying on the journey?
- If you diversify will you damage the existing value proposition?
- How can you best deal with your practice management, governance and controls?
1.00pm
Presentation
Finding the best starts ups around the world: Investment process of a super angel investor
- What are super angels
- Why investing in start ups can be the most profitable asset class
- From deal sourcing to due diligence, deal structuring, and working with portfolio companies till exit
1.10pm
Lunch & Networking
1.50pm
Room A – Workshop
Delivering wealth management via a digital platform
Swissquote Bank present their market-leading digital, global-trading and custody platforms for Independent Asset-Managers
1.50pm
Room B – Workshop
Solutions on Wealth Preservation & Wealth Transfer For HNWs
This is a workshop to share the HNW clients’ needs and concerns on wealth preservation and inter-generational wealth transfer. At the workshop, we will discuss how a private placement life insurance (PPLI) and variable universal life (VUL) help solve the concerns of the HNWs. You should attend:
- If any of your clients own wealth internationally such as holding UK and US assets directly
- If any of your clients own London residential property
- If any of your clients are planning to move to Australia
- If you are looking for a solution to simplify CRS
- If any of your clients are very concerned about confidentiality when planning for succession
2.30pm
Room A – 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
2.30pm
Room B – Workshop
Managed Accounts in Asia
Managed accounts are one of the largest and fastest growing segments of the wealth management market globally, eclipsing $5 trillion of assets in the U.S. market alone. Increasingly they are available in Asia as an important tool for wealth managers to access third party asset managers to implement tailored and transparent solutions for their discretionary portfolio management clients.
- What is a managed account?
- How does it work?
- Making money for clients with managed accounts
- Why is a managed account relevant in Asia today?
- Who is Axial Partners?
3.10pm
Refreshment & Networking
3.30pm
Panel Discussion
Products and Platform. What's your real value proposition?
- What are the challenges and opportunities you face today around products and services?
- How can you improve your platform? • What is your investment process and philosophy? How do you deliver advice?
- Can you pick investment products better?
- Can you really do due diligence of funds?
- How can independent firms deliver alpha?
- Whats the opportunity that insurance represents to you and your clients?
- Does your platform need to be shaken up and reengineered?
- FinTech and Robo Advice – does it have any real relevance to you?
- How do you decide who to partner with?
- What can you outsource? What’s impossible to outsource?
- How can you increase revenue? Reduce costs?
- How can you compete with the big private banks?
4.15pm
Panel Discussion
What products do you have that you feel would be most valuable to HNW / UHNW clients?
- What funds / investment products have you got that are specifically relevant to this IAM audience?
- Whats the role of structured products at times like this?
- How do clients buy and store physical gold? What's the importance of this for a typical client?
- Private vs Public – whats best?
- What strategies will enable Asian investors get higher returns, whilst been mindful of potential market challenges today?
- Global equity markets have seen a strong run. Does it still have legs? Or are we reaching a terminal stage?
- Where do you now turn to drive long-term returns for a portfolio?
- How are you helping your clients access interesting and unique investment solutions – for example in the private debt and private equity space?
- How do you help clients access these opportunities and how do you package these solutions?
- Do you buy private assets and real estate – how important is this? How do you access these opportunities?
5.00pm
Forum Ends