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Full Agenda

8.40am
Registration

The forum starts at 8.55am and closes at 5.00pm

We have designed the forum – along with the presentations, workshops, case studies and panel discussions – to bring together key market participants to discuss and debate the current positioning, role, opportunities, challenges and outlook for independent wealth management in Asia.

The broader wealth management industry is increasingly polarising – those firms making headway seem to either be the largest institutions with scale, or the more focused, niche players.

Whats the role of independent asset management firms and multi-family offices in Singapore and will they play a greater role within wealth management in Asia? Will they attract net new money – and can they can get their business models right?

The value of a differentiated approach in the form of genuinely independent advice is certainly becoming clearer – both to clients as well as private bankers.

Can independents raise their game and address the ongoing challenges they face in scaling their businesses? These include: more clearly defining business models; finding more clients; creating more clarity over fee models; attracting more competent and experienced private bankers.

And offering appealing and different – typically private – investment prospects to clients.

We have built on our event in previous years to ensure this is refreshed and focused on the following themes –

8.55am
Welcome Address
Michael Stanhope
Chief Executive Officer
Hubbis
9.10am
Panel discussion
How can we be different?
  • Does this industry need to be shaken up and reengineered?
  • What do you stand for? What do you focus on? Or have you just built a mini-private bank?
  • 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?
  • Why should you become a member of the AIAM?
  • Are you genuinely client-centric? Independent and transparent?
  • Are we going in circles – or is this industry moving forward?
  • Generally - what’s your view on technology, margin pressure and regulatory reform?
  • Innovation and evolution - How will you adapt to constant changes in technology, investor behaviour and regulation?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis
 

Panel Members

Anthonia Hui
Chief Executive Officer
AL Wealth Partners
Rohit Bhuta
Chief Executive Officer
Crossinvest
Urs Brutsch
Managing Partner & Founder
HP Wealth Management
Nadav Lehavy
Managing Director
SandAire
10.15am
Panel discussion
What’s the opportunity that the growing wealth in China and India represents to you?
  • What’s the role that Singapore based IAM could play in the future access to China and India 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 these 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?
  • Do many people view a link with China as ‘not very positive’?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis
 

Panel Members

Mandeep Nalwa
Founder, Chief Executive Officer
Taurus Wealth Advisors
James Wu
President / Partner
Triumph Capital International
11.10am
Refreshment & Networking
12.15pm
Panel discussion
Do you really want to grow your business? How will you do it?
  • Why are you growing your platform?
  • What motivates you to do it? 
  • 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?
  • Digital marketing and prospecting - sharing success stories

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis
 

Panel Members

Steve Knabl
Chief Operating Officer & Managing Partner
Swiss-Asia Financial Services
Philipp Piaz
Partner
Finaport
13.00pm
Lunch
13.50pm
Presentation
Interactive Workshop - ONE AND TWO
14.30pm
Presentation
Interactive Workshop - THREE AND FOUR
15.10pm
Refreshment & Networking
15.30pm
Panel discussion
Product Gatekeeper; Are we really focused on helping our clients create long-term value?
  • What is your investment process and philosophy? How do you deliver advice?
  • How do clients think about risk? Does the bank profiling exercise work?
  • What does the client really need? Typically, do they even know?
  • Do clients invest with a proper purpose?
  • What are some of the ways EAM / IAM can differentiate themselves from a typical private bank – especially from an investment product perspective?
  • From a non-investment perspective – how do you service your clients and add value?
  • How are you considering the next generation?
  • Are charitable foundations and endowments a realistic opportunity to grow AUM?
  • 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?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis
 

Panel Members

Gary Tiernan
Head of Investments
Crossinvest
Arnulfo de Pala
Chief Investment Officer
TriLake Partners
Tariq Dennison
Investment Advisor, International Pensions
GFM Asset Management
16.15pm
Panel discussion
Product Manufacturer; What products do you have that you feel would be most valuable to HNW / UHNW clients in 2018?
  • What funds / investment products have you got that are specifically relevant to this IAM audience?
  • What’s your view on technology, margin pressure and regulatory reform?
  • Multi asset, Income generation and liquid alternatives – what will be the main themes for 2018?
  • What strategies will enable Asian investors get higher returns, whilst been mindful of potential market challenges in 2018?
  • 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?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis
 

Panel Members

Lincoln Chow
Director, Head of Sales, Hong Kong & Singapore, Financial Institutions Marketing
Commerzbank
Nicolas Mathier
Managing Partner
Global Precious Metals
Blake J. Noah
Director
Fine Art Asset Advisor

Workshops

13.50pm
Workshop
Update on developments in regulation and compliance impacting the Wealth Management Industry in Asia

An interactive discussion on the challenges of complying with the multitude of different approaches by Jurisdictions in the region to cryptocurrency regulation, and on the new challenges introduced by the UK Criminal Finances Act 2017, including the new corporate offences of tax evasion, adequate procedures and Unexplained Wealth Orders, and why this new UK legislation cannot safely be ignored in Asia.

 

 

Hubbis events are –

FUN, CONSISTENT, RELEVANT, ENGAGING AND UNIQUE