We were delighted to host our  investment-focused event in Singapore. Over 280 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].



Video Highlights


Event summary & poll results

Panel discussions

Presentations & Wealth TALKS



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 - Evolving investment solutions and portfolio advice in Asia

Providing advice in a more structured and consistent way is essential in preparing investors’ portfolios – especially in an environment where the potential for correction, plus disruption from the march towards digital, looms large - according to speakers at the flagship Hubbis Investment Solutions Forum 2017 in Singapore in early June.


EVENT CONTENT - Panel discussions

We held 5 interactive panel discussions throughout the day – which involved 25 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.

Moving towards more 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, to ensure they withstand competition from the continuing fee pressure and disruptive fintech models.

Panel speakers
Paul Stefansson, Managing Director, Investment Products & Services, Singapore Head Portfolio Specialists, UBS Wealth Management
Marc Lansonneur, Managing Director, Head of Managed Solutions and Investment Governance, DBS Bank
Arnaud Tellier, Head of Investment Services Asia, BNP Paribas Wealth Management
Hou Wey Fook, Head of Managed Investments, Bank of Singapore


A new twist on discretionary portfolios
In striving to create a ‘stickier’ engagement with clients, the wealth management industry in Asian still needs to find better ways to increase take-up of discretionary portfolio management (DPM).

Panel speakers
Jean-Louis Nakamura, Chief Investment Officer - Asia, Lombard Odier
Tuan Huynh, Chief Investment Officer and Head of DPM, Asia Pacific, Deutsche Bank
Aman Dhingra, Head of Advisory, Singapore, UBP
Simon Ip, Head of Singapore, Markets and Investment Solutions, Indosuez Wealth Management
Hrishikesh Unni, Executive Director, Taurus Family Office


Challenging the traditional investment approach
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
Will Lawton, Co-Founder, Eigencat
Charlie O’Flaherty, Partner, Crossbridge Capital
Michele Ferrario, Co-Founder and Chief Executive Officer, StashAway
Vineet K Vohra, CFA, Director & Practice Leader, Arete Financial Partners
Mark Nelligan, Chief Executive Officer, Pershing Singapore
Duncan Klein, Head of Product Management, BondIT


How to deliver performance
Wealth managers and investors alike have been enjoying the fruits of positive markets in recent months. To position portfolios for the rest of the year, product specialists suggest how advisers can help guide their clients.

Panel speakers
Akshay Prasad, Managing Director, Head, Structured Products Asia, Global Products and Solutions, Deutsche Bank Wealth Management
Roger Meier, Executive Director, Head of Structured Products Advisory, Asia, Bank Julius Baer
Emmanuel Guillaume, Director, Structured Products, UBP
Rohit Jaisingh, Head, Equity and Commodity Investment Products, DBS Bank
Mathieu Perfetti, Director, Head of Private Equity Asia, Indosuez Wealth Management


How to navigate investment markets in 2H 2017
On the back of robust markets in the first half of 2017, especially across Asia, investment specialists in Asian wealth management look at what’s in store for investors for the rest of the year.

Panel speakers
Ranjiv Raman, Head of Investments & Treasury - Singapore, Cazenove Capital
Aditya Monappa, Head of Asset Allocation & Portfolio Solutions, Group Wealth Management, Standard Chartered Bank
Bryan Goh, Chief Investment Officer, Bordier & Cie
Pankaj Nagrath, Executive Director, Bank of Singapore
Michael Chang, Chief Investment Officer, Fixed Income, RHB Asset Management 


EVENT CONTENT - Presentations & Wealth TALKs

Below are summaries of the Presentations and Wealth TALKS delivered at the event. These were 10-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.


WEALTH TALK SUMMARY - Do we really need views on markets?
Jean-Louis Nakamura of Lombard Odier explains the benefits of taking a risk-based approach to managing its multi-asset portfolios.

WEALTH TALK SUMMARY - Incorporating ESG into the investment process
Juan Manuel Aronna of RBC Wealth Management says while environmental issues make headlines when eco-disasters strike, investors are now looking through the gloom.​​​​
View slides

WEALTH TALK SUMMARY - Investing myths: avoiding flawed thinking in recommendations
Leonardo Drago of AL Wealth Partners de-bukes widely-accepted investment truisms to improve portfolio performance.
Link to slides

WEALTH TALK SUMMARY - Observations on the Asian robo market
Aki Ranin of Bambu, takes a pragmatic view in terms of the potential advantages that robo-advisory can have on wealth management in Asia.
View slides

PRESENTATION SUMMARY - Digital delivery of wealth management - the era of the platform?
Damian Hitchen of Swissquote looks at some of the likely digital delivery models of the future.
View slides

PRESENTATION SUMMARY - A case for hybrid securities in client portfolios
Matthew Byer of Spectrum Asset Management explains the features and benefits of preferred securities in investor portfolios, especially in rising rate cycles.
View slides

PRESENTATION SUMMARY - The significance of Shariah investing
Sharizad Juma’at of RHB Asset Management discusses Shariah investing, and explains the resilience of Shariah versus unconstrained strategies.
View slides

PRESENTATION SUMMARY - How to think big in Asia ex-Japan small cap equities
Siddhartha Singh of PineBridge Investments highlights the significant potential from doing close and careful analysis in Asia of smaller-cap stocks.
View slides

PRESENTATION SUMMARY - Fixed income markets on demand
Stephen Cohen of BlackRock discusses what he sees as a bold and exciting new future for bond ETFs.
View slides

PRESENTATION SUMMARY - Portfolio construction approaches in the advisory process
Sumit Sethi of MSCI looks at whether managing clients' wealth should be more outcome-oriented, and explores approaches to more robust asset allocation.
View slides

PRESENTATION SUMMARY - Valuation of counterparty risk
Vladimir Pavlov of Numerix talks about how to address technology challenges with counterparty risk valuations.
View slides



“The [Hubbis] investment forum saw a gathering of industry captains from Singapore and the region. The presentations and discussions were thought provoking, timely and provided insights into some of the key topics surrounding the way we work and operate today.”

Eliza Ong, Managing Director, Regional Head of Group Asset Management, RHB Asset Management