Event Agenda
- Is the euphoria in the wealth management business justified?
- Where will the continued growth come from?
- What are your priorities?
- What is your client acquisition strategy?
- How have you built a unique value proposition? What do you stand for?
- How can you increase your Net Income?
- How can you future-proof your business model?
- How do the different players – private banks, banks, family offices, IFAs. compete or complement each other?
- What changes are we seeing in client expectations and behaviour?
- Talent acquisition and retention – a big problem?
- Regulation and compliance – what are the challenges?
- The Winds of change in Wealth management
- The Omni Channel Myth
- The Reimagined technology
- Digital Push
- Why is Client Associates (CA) a pioneer in the Family office space in India?
- To what extent are you professionals and entrepreneurs?
- What’s next for you and the team?
- Empower Private Bankers with state-of-art digital resources for being more informed of markets and customer portfolios; help them improvise on customer engagement & services
- Help investors to gain more insights to their portfolios and market developments concerning them
- Sensex Earnings vs Market cap growth
- Divergence in trends
- Earnings – a reality check
- Identification of right themes and stocks critical to deliver performance
- Keeping pace with the digital wealth wave
- Redefining wealth management for 2019 and beyond
- Future proofing your capabilities with a digital platform
Managing Director & Head Wealth Management Coverage, India
Deutsche Bank Wealth Management
- Play to their global strengths of investment banking & wealth client networks.
- Increase commitment to onshore business through increased capital, headcounts and moving up the product / client risk hierarchy.
- Remain holistic, unbiased, quality wealth advisors.
- Creating value offshore
- Exploring the challenges and opportunities of offshore investing
- Utilising technology and passive investing to drive better customer outcomes
- Why should someone take our HNW Insurance?
- What are the HNW Product options available in the market?
- What needs do they meet?
- What are the most popular products and why?
- Do you see a change in the market coming?
- Why should Bankers and Financial Advisers be interested in HNW Insurance?
- Overview - India 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
- Potential size of wealth management opportunity in India
- Trends and opportunities
- Creating a differentiated offering
- What's the increasing importance of wealth solutions and planning?
- What challenges do Indian business families have and how is that changing?
- How do they protect their assets?
- How do they deal with family succession?
- What are the effects of transparency on the conversation with clients?
- How can you have a proactive, sensible and sensitive conversation around wealth solutions with clients?
- Migration to different Jurisdictions – comparatively where is best?
- Philanthropy and Giving in India – what trends are we seeing?
- Family & Business Governance – any important developments?
- The next generation is increasingly important. How do we make the most of this opportunity?
- What's the future for International Financial Centres?
- Consumer scenario
- The quest for innovation
- Launch of the video account statement
- The results
- Risk management critical for long term outperformance
- AAA’s 3M Investment Approach for identification of winners
- Importance of Exit Strategy
- The new Corporate Offences of Tax Evasion
- The Statutory Defence of ‘Reasonable Procedures’
- Unexplained Wealth Orders
- Investment Frameworks (IFs) give investors an analytical advantage over the market
- Unlike stock and sector analysis, IFs are timeless and geography-agnostic
- Deep understanding, disciplined application and continuous improvement of IFs will deliver superior investment returns
- Capabilities at family office level
- Tools, parameters, measures for active monitoring
- How we add value
- What’s your investment process and philosophy?
- What does the word ‘advice’ mean to you?
- How are you relevant to your clients today?
- Do you deal with your clients in a transparent and consistent way?
- Recent trends in the wealth management industry in India – how have they affected you?
- Investments through traditional products or AIF? Is growth in AIF driven by real client need or opaque commission structure?
- How are you thinking about fund selection and portfolio construction?
- Where do you now turn to drive long-term returns for a portfolio?
- Open architecture – myth or reality?
- Do you really deal with the risk in clients’ portfolios?
- What investment themes make most sense today?
- How are Indian clients broadening their investment horizons?
- The sales process and suitability – any issues that need to be addressed?
- How important is digital today?
- How is it developing in India today?
- What’s the likelihood of the traditional wealth managers being challenged by a digital alternative?
- How do asset management companies use digital? How does it help with client education? Improve the client experience? Enable you to connect with Millennials? Broaden distribution?
- How does technology help with the investment process?
- Is it possibly to deliver Digital Advice?
- What is a Digital Robo-Advisory Platform?
- Why do investors redeem?
- What advisors can do to influence behaviour
- Why this “rhetoric” is unlikely to work – investors will make the same mistakes!!!