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Full Agenda

8.40am
Registration
8.55am
Welcome Address
Chair Opening Remarks: Why we are here!
Malik S. Sarwar
CEO
K2 Leaders, USA
9.05am
Panel discussion
Driving the wealth management proposition forward
  • How are you evolving your wealth management proposition?
  • What are the regulatory challenges?
  • How do you deal with the resistance to change within your organisation?
  • How can you drive the right culture?
  • How are you improving your platform and processes?
  • UAE seems to have slowed significantly. Is this still a meaningful opportunity for you?
  • What are the developing regional opportunities you can service from Dubai?
  • Why do most firms seem uninterested in developing talent?
  • They only employ the top performers and it's not a priority to employ young people and train them. Is this sustainable?
  • We are seeing a move towards advisers getting better qualifications – do they view this as career or something they can do to make money in the short term

Chair

Malik Sarwar
CEO
K2 Leaders

Participants

Ishrat Kiyani
Senior Vice President, Head of Mashreq Gold, Group Retail Banking & Wealth Management
Mashreq Bank
Tim Searle
Chairman
Globaleye
Sean Kelleher
Chief Executive Officer
Mondial
Ashok Sardana
Managing Director
Continental Group
Cedric Lizin
Managing Director, Head Wealth Management, Dubai Branch
UBS
9.50am
Presentation
How is technology impacting the delivery of Wealth Management?
Damian Hitchen
Chief Executive Officer, Middle East & Asia
Swissquote
  • What are the main evolutions being driven by technology?
  • What are the client demands re; technology? What are the expectations?
  • Is the industry, and its main players, adopting and adapting its delivery of services?
10.00am
Keynote Address
Zurich
Walter Jopp
Chief Executive Officer, Middle East
Zurich International Life
10.10am
Presentation
Wealth Management 2.1
F. Edward Lopez
Chief Revenue Officer
JHC Financial
  • Mandating digital as part of your firm's DNA
  • The digital revolution - its more than just front-office engagement
  • Introducing firm-wide oversight at your fingertips - new tools for the C-suite
10.20am
Panel discussion
TECH / DIGITAL = Faster, cheaper and better wealth management
  • What’s the potential for non-banks and other start-ups to eat into existing market share of organisations built on a traditional business model supported by RMs and bricks and mortar wrapped around well-known brands that are perceived to be safe?
  • Build it yourself or PLUG & PLAY?
  • What digital trends are we seeing elsewhere?
  • Platforms and processes – whats the role of digital?
  • Which technology solution provider do I choose?
  • What are the consequences of not doing enough or anything?
  • What is the client experience supposed to look like?
  • Have we seen any examples of tangible success in digital wealth management?
  • How should banks decide what’s working? What KPIs should we use?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Participants

Anthony Jaganathan
Senior Vice President, Head of Operations & Middle Office, Wealth Management
Emirates NBD
Damian Hitchen
Chief Executive Officer, Middle East & Asia
Swissquote
Yunus Selant
Regional Manager Middle East & Africa
Allfunds Bank
11.05am
Refreshment & Networking
11.30am
Presentation
Citrine Estates - Invest in Luxury, Live in Nature
Yiannos Trisokkas
Managing Partner
Casamont Cyprus
  • General overview of the real estate market in Cyprus
  • The Cyprus CIP and the real estate exit strategy
  • Citrine Estates
11.40am
Presentation
Regulatory Update
Christian Cameron
Associate Director, Supervision
DFSA
  • Growth in the Funds & Asset Management Industry
  • Proposals – Funds Passporting in the UAE
  • Other regulatory initiatives in Funds and Asset Management
11.50am
Presentation
The emerging GCC regulatory landscape
Muneer Khan
Partner, Financial Markets
Simmons & Simmons
  • Is there a framework?
  • Is cross-border business possible?
  • Is using a single hub viable?
  • What is the regulatory direction of travel?
12.00pm
Presentation
The HNW Insurance Market has Changed – Here’s how you win
Jeroen Simons
Director, HNW Business Development Director
Sun Life Financial
  • What’s happening in the HNW Market?
  • How HNW Brokers, Bankers, EAM can adapt to win in the new HNW Insurance Market
  • What are the new Products and Trends in HNW Market
  • Why should Bankers and Financial Advisers be interested in HNW Insurance
12.10pm
Presentation
Wealth Protection and Succession Solutions - Family Trusts and Alternative Structures for the MENA Region
Laurence Black
Regional Director, Client Solutions, EMEA
Asiaciti Trust

Laurence will provide insights into

  • Regional structuring trends
  • Considerations for wealthy individuals, families and businesses
12.20pm
Panel discussion
What are the challenges that wealthy families face today?
  • How do wealthy families try and engage the next generation around handling the wealth?
  • Is privacy an interesting topic for this region today?
  • What are the tax developments that affect wealthy clients in GCC today?
  • How are the local tax frameworks developing?
  • Does this force clients to think about reporting and consequences?
  • What's the role of regional and international financial centres today?
  • What's possible today that was not possible before? For example, new foundations law.
  • How are reporting obligations - both globally and locally - developing and to what extent are they relevant to clients in GCC?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Participants

Laurence Black
Regional Director, Client Solutions, EMEA
Asiaciti Trust
Yann Mrazek
Managing Partner
M/HQ
Nirav Dinesh Kumar Shah
Director
FAME Advisory
Tim Denton
Head of Trust & Wealth Structuring
Emirates NBD
Karim Ghandour
Founder & Chief Executive Officer
LegacyLine Family Office
Ahmad Chahidi
Executive Director - Wealth Planner
Bank Julius Baer
13.10pm
Lunch
13.50pm
Room B – Workshop
13.50pm
Room A – Workshop
How is technology impacting the delivery of Wealth Management?

An in-depth look at:

  • What are the main evolutions being driven by technology?
  • What are the client demands re; technology? What are the expectations?
  • Is the industry, and its main players, adopting and adapting its delivery of services?
Damian Hitchen
Chief Executive Officer, Middle East & Asia
Swissquote
14.30pm
Room A – Workshop
14.30pm
Room B – Workshop
15.10pm
Refreshment & Networking
15.30pm
Panel discussion
Developing the product and advisory proposition
  • How are you upgrading your investment platform and processes?
  • What are your biggest priorities for the years ahead?
  • Is there a big disconnect between what a client needs and what they have in their portfolio today?
  • Are clients overly concentrated on risky assets? Are they becoming more diversified?
  • Is it likely that clients will be more interested in discretionary?
  • Have portfolios performed well in recent years well by accident rather than by design?
  • How do portfolios need to be restructured now?
  • How will we move to a fee for service and deliver advice?
  • How do we justify that fee?
  • What are the services we are charging and what do clients get?

Chair

Malik Sarwar
CEO
K2 Leaders

Participants

Gaurav Babbar
Director, Product Specialist - Managed Investments Advisory & Sales
Bank of Singapore
Tariq Bin Hendi
Executive Vice President, Head of Products & Advisory
Emirates NBD
Biswajit Dasgupta
Chief Investment Officer, Head of Global Markets
Emirates Investment Bank
Shiraz Habib
Executive Director, Head of Investment Products & Solutions
First Abu Dhabi Bank
Zoe Cousens
Founder & Director
Women's Investment Network
16.25pm
Panel discussion
Product Manufacturers – Leaders Conversation
  • Is there increasing interest in ESG?
  • What's the outlook for emerging markets?
  • MSCI will be including Saudi Arabia in emerging markets index at some point. How will that effect you?
  • Is US market over heated? Are we heading to the next financial crisis in 2020?
  • Is GCC warming to index and ETF products?
  • How do you generate income today?
  • What's the interest in;
    • Alternatives
    • Private equity
    • Hedge funds
    • Infrastructure
    • Property
    • Multi-asset portfolios 

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Participants

Nick Savastano
Head of Offshore Global Life Groups and Middle East Financial Institutions
Invesco
Oliver Kettlewell
Director of Fixed Income
Mashreq Capital
Nisarg Trivedi
Director, Middle East
Schroders
17.00pm
Forum End