Who was it for?

This was designed for leading product & fund gatekeepers from the top international and local Private Banks, Retail Banks, Multi-Family Offices and IFAs, as well as for RMs and investment advisers across the industry.

What did participants learn?

•    What’s the meaning of the word ‘advice’?
•    How to deliver long-term value and investment performance
•    Understanding how to construct robust investment portfolios in today’s environment
•    Driving long-term conversations with clients
•    How to have needs-based conversations with clients and present the best solutions to them
•    Identifying success stories and best practices
•    Exploring how we add value to our clients and manage expectations

Key elements of this year’s event – 

•    A unique get-together enabling delegates to meet with 200+ leading product gatekeepers & fund selectors from the top international and local Private Banks, Retail Banks, Multi-Family Offices and IFAs, as well as RMs and investment advisers from the industry.
•    An unprecedented opportunity to hear from more than 25 speakers who are experts in this space
•    Focused presentations, speeches from key individuals across Asia, and 4 interactive panel discussions

Aug 31

Investment Solutions 2017

Renaissance Hotel, Hong Kong

Featured Partners
All Partners

A community of leading organisations within Asian Wealth Management

Featured speakers
All event speakers

Senior figures in Asian Wealth Management are speaking at this event

Lemuel Lee

BNP Paribas

Christian Obrist

BlackRock

Rory Caines

BlackRock

Kevin Liem

CBH Asia

Michael Levin

Credit Suisse Asset Management

Belle Liang

Hang Seng Private Banking

Scott Littlewood

Helvetic Investments

Ville Oehman

Helvetic Investments

Why you should attend Hubbis events

Connect

Connectivity across Private Banking, Independent Wealth Management, Retail Banking, Asset Management, Insurance, Technology, Professional Services and other communities.

Learn

Find out how the industry can develop further & lessons it can learn from elsewhere. Improve skills and knowledge through a practical, enjoyable and interactive learning experience.

Enjoy

Hubbis events are not only consistent, relevant, engaging and unique but also highly positive, and fun experiences.

Latest event content
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Experience our latest event for yourself

PHILIPPINES WEALTH MANAGEMENT FORUM 2024

Renaissance Hotel, Hong Kong

We were delighted to host our annual PHILIPPINES WEALTH MANAGEMENT FORUM on Wednesday 20t...

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Event Agenda
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  • 8.40am

    Registration

  • 9.00am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.05am

    Panel Discussion

    What are we going to do for the rest of year?

    • How do wealth managers engage clients on solutions after such a run in the markets?
    • Everything is going well - but how to prepare client portfolios for the next big market correction?
    • How cyclical is the transactional business?
    • Does advisory actually mean execution?
    • Advice vs discretionary – what’s best?
    • Are the fees we charge clients transparent in Asia? What is the ‘correct’ fee rate for advice?
    • Do we really care about the client and delivering performance?
    • How do we overcome the struggle in Asia to give consistent and structured portfolio-led advice – rather than just execute single trades?
    • How “active” should the management of portfolios be? Frequency of turnover, selection of funds/holdings, etc?
    • How can private banks and wealth managers play a bigger role in long-term retirement planning?

    Chair

    Michael Stanhope
    Chief Executive Officer & Founder
    Hubbis

    Panel members

    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

    Speakers

  • 9.55am

    Presentation - Fixed income markets on demand

    Christian Obrist

    Head of iShares Distribution Asia

    BlackRock

    • Today, technological advances are rapidly transforming finance. Old operating models are being rethought and modernised. We see this disruption occurring within the fixed income industry and it could not come soon enough
    • After all, investors can no longer rely exclusively on the old bond trading model to meet all their liquidity needs
    • We take a look at how ETFs have revolutionised the fixed income industry, and how bond ETFs on an exchange provides investors with the fixed income markets, on demand
  • 10.15am

    Presentation - How to think big in Asia ex-Japan small cap equities

    Siddhartha Singh

    Head of Client Portfolio Management, Asia Equities

    PineBridge Investments

    • An on-the-ground research presence in Asia and a thorough knowledge of companies are among the key success factors in realising one of the largest alpha opportunities in global equity markets, particularly among many hundreds of investable, high-quality, under-researched small and mid-cap stocks in Asia
    • This introductory session serves as a teaser for those who are interested in the Asia small and mid-cap stocks universe and want to learn more on the topic in the 40-minute workshop
  • 10.30am

    Presentation - Smart beta in China – more than meets the eye

    Aleksey Mironenko

    Partner & Chief Distribution Officer

    Premia Partners

    • Is investor bias and behaviour in A-shares different from what we observe elsewhere?
    • Can smart beta strategies benefit from these behaviours to generate excess return?
    • Is traditional stock-picking the only way to invest in China? (hint: the answer is no)
  • 10.45am

    Presentation - Looking for high quality income strategies?

    Suresh Singh

    Managing Director, Head of Funds Distribution - Asia

    Principal Global Investors

    • Principal’s active, multi-boutique approach
    • Built on our heritage of retirement and income solutions
  • 11.00am

    Refreshment & Networking

  • 11.30am

    WealthTalk - Evidence-based investing

    Harmen Overdijk

    Chief Investment Officer

    Leo Wealth

    • What is this and when will it come to Asia?
    • Putting the spotlight on active management
  • 11.45am

    Presentation - Cryptocurrencies - are my clients invested?

    Ville Oehman

    Co-Founder

    Helvetic Investments

    • Cryptocurrencies are up USD150 billion in one year. Can this asset class still be ignored as part of a balanced portfolio?
    • Will the un-banked get banked, or crypto’ed? 
    • Cryptocurrency regulation is emerging. What’s the right timing to get involved? 
    • Custody, infrastructure and security challenges for asset managers
  • 12.00pm

    WealthTalk - Do we really need views on markets?

    Jean-Louis Nakamura

    Chief Investment Officer, Asia Pacific - Chief Executive Officer, Hong Kong

    Lombard Odier

    • Agnostic portfolio construction reveals more robust than (often over-crowded and consensual) market views
    • This is timely to consider in a year which has so far seen initial widespread expectations of fiscal bazooka, self-sustaining reflation dynamics, a strong dollar and steepening yield curves deflating at the speed of the light
  • 12.15pm

    Panel Discussion - Do we need a new twist on discretionary portfolios?

    • Are we making any progress in creating a ‘stickier’ engagement with clients?
    • How can banks really make discretionary offerings work, to increase their share of client assets in DPM?
    • Is there still any real potential for DPM to grow in Asia?
    • Is this even relevant for Asian clients? What do the clients want?
    • Do we need to change the content of mandates and portfolios?
    • How are you working with third-party partners? White-labelling is best?
    • What’s the role of digital? Can 'robo' work in private banking?

    Chair

    Michael Stanhope
    Chief Executive Officer & Founder
    Hubbis

    Panel members

    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

    Speakers

  • 1.05pm

    Lunch & Networking

  • 1.55pm

    Panel Discussion - Challenging the traditional investment approach

    • Is there any real disruption to investment processes? What’s worked, and what hasn’t?
    • Can we consolidate and automate the investment process? What’s the best way to do this?
    • Advice vs robo – together or separate?
    • How do we provide any real Intellectual insights?
    • How do you view robo advisory? AI? How on earth will you regulate and audit this?
    • Can a digital approach be innovative for the investment engine – and not just be about distribution?

    Chair

    Michael Stanhope
    Chief Executive Officer & Founder
    Hubbis

    Panel members

    Alex Ypsilanti
    Chief Executive Officer and Co-Founder
    Quantifeed

    Steven Seow
    Head of Wealth Management, Asia
    Mercer

    Speakers

  • 2.45pm

    Presentation - The technology wake-up call for the customer-based business

    Linus Yu

    Business Analyst

    Numerix

    • Impact on the wealth management business as a result of technology transformation 
    • Top 3 priorities for optimal performance in a customer-based business
  • 3.00pm

    WealthTalk - Innovation in the wealth management industry and implications for wealth managers

    Steven Seow

    Head of Wealth Management, Asia

    Mercer

    • The hype and latest development of robo-advisers in the industry – the investment implications
    • Latest innovations in Asia and further afield in Europe and the US
    • What do those considering adding a robo-advisory capability need to consider?  What would best-in-class robo advisers look like?
  • 3.15pm

    Refreshment & Networking

  • 3.45pm

    WealthTalk - Why risk-focused investing is a better way to build a portfolio

    Harold Kim

    Founder and Chief Executive Officer

    Neo Risk Investment Advisors

    • Blind-spots in giving portfolio advice – why do most advisers only focus on returns?
    • You can’t control performance, but you can control risk
    • How a focus on dynamically managing risk can greatly improve returns
  • 4.00pm

    WealthTalk - Using HNW insurance solutions for liquidity planning and guaranteed returns

    David Varley

    Chief Partnership Officer - Brokerage, International HuBS

    Sun Life

    Using HNW Insurance solutions - such as high and low life cover Universal Life, HNW clients can:

    • Achieve higher returns, with a guaranteed strong minimum returns, better than a bank account rate 
    • Secure leveraging and liquidity whenever they need within an insurance policy 
    • Use insurance solutions for retirement and annuity planning, and effectively avoid probate through proper estate planning
  • 4.10pm

    Panel Discussion - How will you deliver performance and navigate the markets for the rest of 2017?

    • How are you delivering performance?
    • Which assets do clients want? What’s the best way to source and deliver on this?
    • What’s the role for private debt and alternatives within portfolios?
    • How can investors be creative in generating yield?
    • How will you navigate the investment markets for the rest of 2017?
    • How will the macro environment, interest rates, inflation and fund flows impact performance?
    • How do clients now view their risk?
    • How will geo-political risks impact the landscape?
    • What can you do to protect the portfolios from, and take advantage of, the large-scale structural shifts on the horizon?

    Chair

    Michael Stanhope
    Chief Executive Officer & Founder
    Hubbis

    Panel members

    Mark McFarland
    Managing Director & Chief Economist, Asia
    Union Bancaire Privée

    Tong Yew Sng
    Joint Chief Investment Officer
    Nomura

    Edmund Yun
    Head of Investment Solutions
    CIC Investor Services

    Nitin Dialdas
    Chief Investment Officer
    Mandarin Capital

    Belle Liang
    Head of Investment Advisory, Investment Services Division
    Hang Seng Bank

    Speakers

  • 5.00pm

    Forum Ends

Aug 31

Investment Solutions 2017

Renaissance Hotel,Hong Kong

Speakers

Lemuel Lee

BNP Paribas

Christian Obrist

BlackRock

Rory Caines

BlackRock

Kevin Liem

CBH Asia

Michael Levin

Credit Suisse Asset Management

Belle Liang

Hang Seng Private Banking

Scott Littlewood

Helvetic Investments

Ville Oehman

Helvetic Investments

Edmund Yun

Indosuez Wealth Management

Stewart Aldcroft

Langley Castle Consulting

Harmen Overdijk

Leo Wealth

Jean-Louis Nakamura

Lombard Odier

Nitin Dialdas

Mandarin Capital

Steven Seow

Mercer

Harold Kim

Neo Risk Investment Advisors

Tong Yew Sng

Nomura

Linus Yu

Numerix

Siddhartha Singh

PineBridge Investments

Aleksey Mironenko

Premia Partners

David Lai

Premia Partners

Suresh Singh

Principal Global Investors

Shern-Ling Koh, CFA

Principal Global Investors

Alex Ypsilanti

Quantifeed

Jason Hsu

Rayliant Global Advisors

David Varley

Sun Life

Mark McFarland

UBP

Emmanuel Triomphe

UBS

Aug 31

Investment Solutions 2017

Renaissance Hotel,Hong Kong

Partners

platinum

gold

silver

bronze

Aug 31

Investment Solutions 2017

Renaissance Hotel,Hong Kong

Event Highlights

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].

 

Content Highlights 

Video Highlights
Photos
Event summary & poll results
Panel discussions
Presentations & Wealth TALKS

 

Post-event Report

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.

 

Event Summary 

Asia sees pressing need to deliver longer-term solutions

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.

 

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.

Panel speakers
Emmanuel TriompheHead of Investment Platforms and Solutions (IPS), Capital Markets Distribution, APAC, UBS Wealth Management
Michael LevinHead of Asset Management, Asia Pacific, Credit Suisse Asset Management
Harmen OverdijkFounding Partner, Capital Company
Kevin LiemChief Investment Officer, CBH Asia
Aleksey MironenkoPartner & 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.

Panel speakers
Jean-Louis Nakamura, Chief Investment Officer - Asia, Lombard Odier
Lemuel LeeDeputy Head of Investments Services, Asia Pacific, BNP Paribas Wealth Management
Stewart AldcroftChairman, Cititrust Limited Senior Advisor & Managing Director, Citi Markets & Securities Services, Citi
David LaiCo-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.

Panel speakers
Alex YpsilantiChief Executive Officer and Co-Founder, Quantifeed
Steven SeowHead of Wealth Management, Asia, Mercer

 

Presentations 

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 - Smart beta in China - more than meets the eye
Aleksey Mironenko of Premia Partners
View slides

PRESENTATION SUMMARY - Making fixed income markets on demand
Christian Obrist of BlackRock
View slides

PRESENTATION SUMMARY - The technology wake-up call for the customer-based business
Linus Yu of Numerix
View slides

PRESENTATION SUMMARY - Thinking big in Asia ex-Japan small cap equities
Siddhartha Singh of PineBridge Investments
View slides

PRESENTATION SUMMARY - Looking for high-quality income strategies
Suresh Singh of Principal Global Investors
View slides

PRESENTATION SUMMARY - Cryptocurrencies - getting clients invested
Ville Oehman of Blockchain Technologies
View slides

WEALTH TALK SUMMARY - Evidence-based investing
Harmen Overdijk of Capital Company
View slides

WEALTH TALK SUMMARY - Why risk-focused investing is a better way to build a portfolio
Harold Kim of Neo Risk Investment Advisors
View slides

WEALTH TALK SUMMARY - Do we really need to take views on markets?
Jean-Louis Nakamura of Lombard Odier

 

Aug 31

Investment Solutions 2017

Renaissance Hotel,Hong Kong