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Almost at the end of 2021 and the pandemic rages on, even if there has been considerable progress in the vaccination programmes. As we near the end of the year, Hubbis will assemble a panel of wealth management leaders in Asia to review what has happened during 2021 and, more importantly, hear their views on 2022 and beyond and of course, how they are positioning their banks, their firms and their teams to seize the opportunities ahead and overcome the inevitable challenges and surprises around the corner.

There is no doubt that 2021 has produced another good year for the profits of the private banks and other wealth management leaders, as mainstream markets have continued to perform, as investors have diversified further into private and alternative assets, as more clients have been inclined to test out DPM, and as wealth estate and legacy planning have become more of a pressing need, and so too acquire the right life insurance products. Digitisation has advanced further and faster than many might have anticipated, but there is still further to go on those particular journeys as the banks, and other firms position themselves for the future and younger generations of clients. Talent is a key priority for any competitors to be taken seriously in the wealth management markets, and not only do the leaders need to keep hiring the best in the market, but they also need to enhance training in order to develop skills and talent internally, and not just expertise in the products and solutions, but to also further encourage RMs and other team members to become even more client-centric, relevant, responsive and communicative. This is especially important as clients seek a more holistic wealth management proposition and as key players seek to elevate their business models well beyond the transactional, even if at the same time they are boosting their platforms and their digital under-friendliness.

Our panel of experts will as many of these key issues as possible on December 2, all set against the backdrop of seizing the growth potential that is ahead in 2022 and beyond, as the world gradually shakes off the strictures of the global pandemic

Dec 2

Asia’s Private Wealth Leaders – Embracing Growth in the Post...

3.00pm - 4.00pm HKT/SGT

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A community of leading organisations within Asian Wealth Management

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Senior figures in Asian Wealth Management are speaking at this event

Carolyn Leng

Vincent Magnenat

Lombard Odier

Jean Paul Mergeai

Temenos

Michael Blake

UBP

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Event Agenda
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  • 3.00pm

    Asia’s Private Wealth Leaders – Positioning for & Embracing Growth in the Post-Pandemic World

    • Has 2021 been a good year for wealth management leaders in Asia, and why?
    • What growth potential lies ahead in 2022 and beyond, and where are the key opportunities for the foreseeable future?
    • What are the key challenges for the year ahead?
    • What is happening to the private client base in Asia, and how are clients’ needs and expectations changing?
    • How are leaders in this industry enhancing their value proposition, products and service offering?
    • Are they succeeding in becoming more client-centric, in boosting relevance, building more sustainable revenues and a more genuinely holistic offering?
    • What role will the RM play in the post-pandemic world, and how will his/her relevance and productivity be enhanced?
    • Are the private banks enslaved and hamstrung by compliance, or is the regulatory proliferation worldwide an opportunity to drive for professionalism in the industry rather than an impediment?
    • Are the banks managing to boost their advisory and DPM income, thereby reducing the weighting of the ad hoc, product-selling type revenues?
    • Where are they in their digital transformation journeys, and what are the next destinations ahead?
    • How are banks and other firms able to win new clients in a world that still largely demands remote working practices and where travel remains significantly restricted?
    • How can the wealth industry in Asia build lasting relationships with next-gen clients?
    • More generally, How will the competitive arena evolve in the coming several years? Are the leaders ready for those challenges?
    • Will there be an acceleration of consolidation in the industry?
    • What is your vision for wealth management in Asia in a (hopefully) Post Covid-19 world?

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Vincent Magnenat

    Limited Partner, Global Head of Strategic Alliances, Asia Regional Head

    Lombard Odier

    Carolyn Leng

    Private Client Adviser

    Jean Paul Mergeai

    President EMEA-APAC

    Temenos

    Michael Blake

    Chief Executive, Asia

    UBP

  • 4.00pm

    Webinar Ends

Dec 2

Asia’s Private Wealth Leaders – Embracing Growth in the Post...

3.00pm - 4.00pm HKT/SGT

Speakers

Carolyn Leng

Vincent Magnenat

Lombard Odier

Jean Paul Mergeai

Temenos

Michael Blake

UBP

Dec 2

Asia’s Private Wealth Leaders – Embracing Growth in the Post...

3.00pm - 4.00pm HKT/SGT

Partners
Dec 2

Asia’s Private Wealth Leaders – Embracing Growth in the Post...

3.00pm - 4.00pm HKT/SGT