INVESTMENT SOLUTIONS FORUM - HONG KONG 2017
We were delighted to host our annual investment-focused event in Hong Kong. Over 220 senior individuals attended – including leading product & fund gatekeepers from the top international and local Private Banks, Retail Banks, Multi-Family Offices and IFAs, as well as relationship managers and investment advisers from the industry.
Below for your interest and reference are links to various content we captured from the day. Please click on the orange headlines – and do send any comments or feedback to [email protected].
You might also like to view the full Post-Event Report – which is a consolidated summary, including photos of speakers & delegates, the attendee profiles & some delegate feedback, polling results, and more.
Providing advice in a more structured and consistent way is essential in preparing investor portfolios for the longer term – especially in an environment where the potential for a market correction looms large and digital disruption gathers pace.
EVENT CONTENT - Panel discussions
We held 4 interactive panel discussions throughout the day – which involved 16 senior industry practitioners who we invited to participate and share their thoughts. We have also incorporated into the summaries below the briefing notes which speakers sent to us in advance of the event. Plus, we have incorporated the results of audience polling done on the day as well as questions we received from delegates on the day. Click on each headline to view the web versions of these – from which you can also access the PDFs.
Delivering portfolio-led advice
Private banks and other wealth managers in Asia need to ensure they are working smartly with clients to deliver performance in a transparent way, with offerings and models tailored to the needs of clients.
Emmanuel Triomphe, Head of Investment Platforms and Solutions (IPS), Capital Markets Distribution, APAC, UBS Wealth Management
Michael Levin, Head of Asset Management, Asia Pacific, Credit Suisse Asset Management
Harmen Overdijk, Founding Partner, Capital Company
Kevin Liem, Chief Investment Officer, CBH Asia
Aleksey Mironenko, Partner & Chief Distribution Officer, Premia Partners
Taking a new twist on discretionary portfolios
The wealth management industry in Asia still needs to find more effective and enticing ways to increase the take-up of discretionary portfolio management (DPM), with a ‘stickier’ engagement with clients a key goal.
Jean-Louis Nakamura, Chief Investment Officer - Asia, Lombard Odier
Lemuel Lee, Deputy Head of Investments Services, Asia Pacific, BNP Paribas Wealth Management
Stewart Aldcroft, Chairman, Cititrust Limited Senior Advisor & Managing Director, Citi Markets & Securities Services, Citi
David Lai, Co-Chief Investment Officer, Premia Partners
The digital challenge to traditional investing
Digital platforms to consolidate and automate the investment process are slowly gaining ground in Asia, but there is no ‘silver bullet’ and advisers will still play a role.
EVENT CONTENT - Presentations & Wealth TALKs
Below are summaries of the Presentations and Wealth TALKS delivered at the event. These were 15-minute slots delivered either by senior industry practitioners who we invited to speak (Wealth TALKS), or by some of our event partners (Presentations). Also listed with each summary are links to the presentation slides (where these are available from speakers). Click on each headline to view the web versions of these – from which you can also access the 1-page PDFs.
PRESENTATION SUMMARY - Thinking big in Asia ex-Japan small cap equities
Siddhartha Singh of PineBridge Investments
PRESENTATION SUMMARY - Looking for high-quality income strategies
Suresh Singh of Principal Global Investors
PRESENTATION SUMMARY - Cryptocurrencies - getting clients invested
Ville Oehman of Blockchain Technologies
WEALTH TALK SUMMARY - Why risk-focused investing is a better way to build a portfolio
Harold Kim of Neo Risk Investment Advisors