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Agenda at a glance

8.40am
Arrival and refreshments
9.00am
Welcome Address
9.05am
Keynote Presentation
How can we build capacity and capability in wealth management in India?
9.15am
Panel discussion
How can we take the wealth management industry forward in India?
10.00am
WealthTalk
Building a future-proof wealth management offering
10.25am
Presentation
Building a winning team in wealth management
10.35am
Presentation
YOUR data your identity - analytics driving the digital client
10.45am
Presentation
10.55am
Refreshment & Networking
11.25am
Presentation
Why does it still make sense for mutual funds to be the core of an investment advice?
11.35am
Presentation
Driving growth through wealth management
11.45am
WealthTalk
11.55am
WealthTalk
Becoming a true client adviser
12.05pm
WealthTalk
Cross-border structures‎ and strategies for wealthy Indian families
12.15pm
WealthTalk
New vehicles for Singapore funds
12.25pm
Presentation
12.35pm
Panel discussion
Wealthy business families in India – how do we meet their needs?
13.25pm
Lunch
14.10pm
WealthTalk
Building trust – ‘ethics’ at the core of wealth management
14.20pm
Panel discussion
Are we really ripe for disruption?
15.05pm
Presentation
The technology wake-up call for the buy-side: top 3 priorities for optimal performance
15.15pm
WealthTalk
Accessing the multi-family office opportunity
15.25pm
WealthTalk
Taking Asia’s independent community to the next level
15.35pm
Refreshment & Networking
16.05pm
WealthTalk
Creating growth via new investment opportunities
16.15pm
WealthTalk
16.25pm
WealthTalk
The demise of alpha in large-cap mutual funds in India
16.35pm
Panel discussion
How do we develop the advisory proposition and the quality of the client engagement?
17.30pm
Forum End

Workshops

10.15am
Workshop
Evolving technology in the indian wealth industry
11.55am
Workshop
Digital disruption in wealth management
12.35pm
Workshop
The era of new wealth management in the digital age