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
Investment Solutions 2017
Renaissance Hotel, Hong Kong
A community of leading organisations within Asian Wealth Management
Senior figures in Asian Wealth Management are speaking at this event
Lemuel Lee
BNP Paribas Wealth Management
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
Experience our latest event for yourself
INDEPENDENT WEALTH MANAGEMENT FORUM - Singapore 2024
Renaissance Hotel, Hong Kong
Hubbis was delighted to host the 2024 Independent Wealth Management Forum in Singapor...
read moreGet involved in Hubbis events
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8.40am
Registration
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9.00am
Welcome Address
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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
HubbisPanel members
Emmanuel Triomphe
Head of Investment Platforms and Solutions (IPS), Capital Markets Distribution, APAC
UBS Wealth ManagementMichael Levin
Head of Asset Management, Asia Pacific
Credit Suisse Asset ManagementHarmen Overdijk
Founding Partner
Capital CompanyKevin Liem
Chief Investment Officer
CBH AsiaAleksey Mironenko
Partner & Chief Distribution Officer
Premia PartnersSpeakers
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9.55am
Presentation - Fixed income markets on demand
- 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
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10.15am
Presentation - How to think big in Asia ex-Japan small cap equities
- 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
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10.30am
Presentation - Smart beta in China – more than meets the eye
- 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)
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10.45am
Presentation - Looking for high quality income strategies?
- Principal’s active, multi-boutique approach
- Built on our heritage of retirement and income solutions
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11.00am
Refreshment & Networking
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11.30am
WealthTalk - Evidence-based investing
- What is this and when will it come to Asia?
- Putting the spotlight on active management
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11.45am
Presentation - Cryptocurrencies - are my clients invested?
- 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
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12.00pm
WealthTalk - Do we really need views on markets?
Jean-Louis NakamuraChief 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
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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
HubbisPanel members
Jean-Louis Nakamura
Chief Investment Officer - Asia
Lombard OdierLemuel Lee
Deputy Head of Investments Services, Asia Pacific
BNP Paribas Wealth ManagementStewart Aldcroft
Chairman, Cititrust Limited Senior Advisor & Managing Director, Citi Markets & Securities Services
CitiDavid Lai
Co-Chief Investment Officer
Premia PartnersSpeakers
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1.05pm
Lunch & Networking
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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
HubbisPanel members
Alex Ypsilanti
Chief Executive Officer and Co-Founder
QuantifeedSteven Seow
Head of Wealth Management, Asia
MercerSpeakers
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2.45pm
Presentation - The technology wake-up call for the customer-based business
- Impact on the wealth management business as a result of technology transformation
- Top 3 priorities for optimal performance in a customer-based business
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3.00pm
WealthTalk - Innovation in the wealth management industry and implications for wealth managers
- 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?
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3.15pm
Refreshment & Networking
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3.45pm
WealthTalk - Why risk-focused investing is a better way to build a portfolio
- 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
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4.00pm
WealthTalk - Using HNW insurance solutions for liquidity planning and guaranteed returns
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
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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
HubbisPanel members
Mark McFarland
Managing Director & Chief Economist, Asia
Union Bancaire PrivéeTong Yew Sng
Joint Chief Investment Officer
NomuraEdmund Yun
Head of Investment Solutions
CIC Investor ServicesNitin Dialdas
Chief Investment Officer
Mandarin CapitalBelle Liang
Head of Investment Advisory, Investment Services Division
Hang Seng BankSpeakers
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5.00pm
Forum Ends
Investment Solutions 2017
Renaissance Hotel,Hong Kong
Lemuel Lee
BNP Paribas Wealth Management
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
Investment Solutions 2017
Renaissance Hotel,Hong Kong
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 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.
Panel speakers
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.
Panel speakers
Alex Ypsilanti, Chief Executive Officer and Co-Founder, Quantifeed
Steven Seow, Head 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
Investment Solutions 2017
Renaissance Hotel,Hong Kong