Event Agenda
- How do the different players – wealth management, insurance and banks compete or complement each other?
- Asset management companies – what can we do to accelerate the business?
- How important is digital today?
- Offshore / onshore. Where is the long-term opportunity?
- Who is making a commitment to building an onshore business and why?
- Will we see an increased presence from offshore private banks in the Philippines?
- How will it effect and influence domestic Private banks?
- Is there a hybrid model where international banks can work with onshore banks?
- What changes are we seeing in client expectations and behaviour?
- Where will the continued growth come from and what are your priorities?
- How is regional wealth management developing?
Limited Partner, Global Head of Strategic Alliances, Asia Regional Head
Lombard Odier
- Global trends and developments in investor migration
- What’s driving investor migration for Asian HNWIs?
- Key considerations for HNWIs in relation to residence and citizenship planning
Country Chief Executive Officer, Philippines, Head of Products SEA
EbixCash Financial Technology
- How are you making your business more efficient and streamlined?
- Is building digital distribution important? Will all the bank branches disappear?
- Build it yourself or PLUG & PLAY?
- What digital trends are we seeing elsewhere?
- 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?
Country Chief Executive Officer, Philippines, Head of Products SEA
EbixCash Financial Technology
- Overview - Asia in General; GDP and Growth
- Updates on Singapore and Hong Kong as Wealth Management Centres
- Brief Updates on CRS and AEOI -
- Tax Compliant Estate Planning Tools
- Using Insurance as an Asset to reduce risk to your portfolio
- Take advantage of the Wealth Structuring benefits of HNW Insurance
- Learn about how High and Low Life cover Universal Life solutions to give you guaranteed returns and liquidity
- What do I buy?
- How do I buy it?
- Where do I store it?
- What are the risks to avoid?
- How can I make money out of this opportunity?
- A suitable solution for each market conditions
- Benefit from market volatility
- A great diversification tool
- Is there a move towards ‘advice’ in the Philippines? What does this mean?
- Delivering advice – who needs it and who will pay for it?
- What's the potential impact of CRS / Automatic Exchange of Information on you and your clients?
- When will the amnesty programme be implemented?
- How can local private banks become more competitive in the global private banking universe e.g. laws / regulations, booking vehicles, platforms, access etc?
- How are you preparing for the next generation?
- Estate and Succession Planning – how can you make the most of this opportunity?
- What are some of the global and regional trends in wealth structuring and wealth planning?
- What's the role of Insurance?
• An overview on the existing and recent regulations in terms of transparency
- Overview of Immigration programmes
- The leading Citizenship-by-Investment Programs in the Caribbean
- European Citizenship-by-Investment in Malta and Cyprus
- Attractive European Residence-by-Investment Program
Managed accounts are one of the largest and fastest growing segments of the wealth management market globally, eclipsing $5 trillion of assets in the U.S. market alone. Increasingly they are available in Asia as an important tool for wealth managers to access third party asset managers to implement tailored and transparent solutions for their discretionary portfolio management clients.
- What is a managed account?
- How does it work?
- Making money for clients with managed accounts
- Why is a managed account relevant in Asia today?
- Who is Axial Partners?
- Slow growth in fund distribution to retail – time to rebuild the engine and add a turbocharger?
- Three regulators for funds – time for more consistency and simplification?
- We love to talk about client education – but is there any evidence this is happening with focus and conviction? How will we improve the financial literacy of the Filipino investing public?
- Is the regulatory regime under which wealth or asset managers in the Philippines operates in need of an urgent upgrade?
- Will the unit-linked business continue to grow fastest?
- Is there a move towards advice? Discretionary?
- How are you thinking about fund selection and portfolio construction?
- Open architecture – myth or reality?
- What are the product strategies of the future?
- Fintech and distribution – will it evolve in a meaningful way?
- Product platforms – are you ready?