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Full Agenda

8.40am
Registration
9.00am
Welcome Address
Michael Stanhope
Chief Executive Officer
Hubbis
9.05am
Panel discussion
How is the wealth management offering in Taiwan developing?
  • How are the different business models evolving in the onshore wealth management market?
  • Where will the continued growth come from and what are the priorities? How do you scale your business?
  • What products and services are offered to wealthy clients and how is this developing?
  • How do the different players – wealth management, securities firms, insurance and banks compete or complement each other? 
  • What changes are we seeing in client expectations and behaviour?
  • How is regional wealth management developing in comparison?
  • How can we find the right talent? And grow it?
  • What are some of the trends we are seeing in Residence and Citizenship-By-Investment Programmes?
  • 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?
  • What are the priorities when it comes to digital and technology?
  • Have we seen any examples of tangible success in digital wealth management?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members

Kimmis Pun
Managing Director, ‎Head of Private Banking
VP Bank
Jennifer Lai
Managing Partner, Head of North Asia
Henley & Partners
Richard Straus
Senior Managing Director, Head of Private Banking
EFG Bank
Martin Chen
Executive Director
Raffles Family Office
9.50am
Presentation
Current Wealth Management Trends
Irene Lee
Business Development Director, Intermediary and Partnership
Hawksford
  • 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
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?
  • What are the priorities when it comes to digital and technology?
  • What digital trends are we seeing elsewhere?
  • Platforms and processes – whats the role of digital?
  • What is the client experience supposed to look like? How is it evolving?
  • 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

Panel Members

Anthony J. Harper
Chief Executive Officer and Co-Founder
Axial Partners
Tony Yiu
Director, Sales - Greater China Region
ERI Banking Software
Thomas Tse
Sales Director, APAC
Finantix
William Barkshire
Senior Adviser
FNZ
11.00am
Presentation
Asia Megatrends: opportunities in ASEAN and technology-enabled innovators”
Laura Lui
Partner, Co-Chief Investment Officer
Premia Partners
  • With evolving economic and technological development in Asia, is a broad-based China/India strategy still smart enough to capture the growth?
  • Prevalent megatrends such as consumer upgrade and digital transformation are happening across the entire Asia region – how to overcome the limitation of GICS classification as we identify the winners?
  • As emerging Asian economies such as Thailand and Vietnam are on course for an exponential growth just like what China experienced in the last decade – how to effectively capture such opportunities?
11.10am
Refreshment & Networking
11.35am
Workshop
Managed Accounts in Asia

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?

Anthony J. Harper
Chief Executive Officer and Co-Founder
Axial Partners
12.00pm
Presentation
Digitalization to Gain Competitive Advantage in Wealth Management
Tony Yiu
Director, Sales - Greater China Region
ERI Banking Software
  • Client centricity in Digital Wealth Management
  • Digitalization Advisory Model
  • Digitalization Benefits to Wealth Manager
12.10pm
Presentation
Leading Residence and Citizenship-By-Investment Programmes
Jennifer Lai
Managing Partner, Head of North Asia
Henley & Partners
  • Overview of Immigration programmes
  • European Citizenship-by-Investment in Malta and Cyprus
  • EB-5 is not the last solution to the US
  • The exclusive residence programmes in Asia
12.40pm
Panel discussion
Helping wealthy families with their legacy and succession planning
  • What are the needs of wealthy Taiwanese Families?
  • How are they dealing with legacy and succession planning?
  • How do you have a conversation with clients around sensitive family issues?
  • New tax developments? • What’s the role of insurance in this mix?
  • What are the practical considerations for HNW clients in wealth protection and transfer?
  • How are these needs developing? And how can you help clients understand these needs?
  • What trends are we seeing in Philanthropy?
  • How do wealthy clients structure their non-investment assets?
  • Do clients really understand the needs they have? • Whats the role today of international financial centres?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members

Kimmis Pun
Managing Director, ‎Head of Private Banking
VP Bank
Irene Lee
Business Development Director, Intermediary and Partnership
Hawksford
13.20pm
Forum End