We were delighted to host our 7th annual event in Singapore for the regional wealth management industry.

400 senior individuals attended – including CEOs, senior management, product gatekeepers and business unit heads in technology, compliance, operations, risk and advisory from the leading Private Banks, Retail Banks, IFAs, Family Offices, Insurance Companies, and other Independent Wealth Management Firms.

Many thanks again to those people who participated in and attended the event, and also to our partners.

May 12

Asian Wealth Management Forum 2016

Pan Pacific, Singapore

Featured Partners
All Partners

A community of leading organisations within Asian Wealth Management

Featured speakers
All event speakers

Senior figures in Asian Wealth Management are speaking at this event

Matthew Dabbs

AAM Advisory

David Varley

AXA

Derek Goldberg

Aetna

Seamus Donoghue

Allocated Bullion Solutions

Philip Lung

BNY Mellon Investment Management

Ned Phillips

Bambu

Smita Choudhary

Bank of Singapore

Adriel Loh

Bank of Singapore

Why you should attend Hubbis events

Connect

Connectivity across Private Banking, Independent Wealth Management, Retail Banking, Asset Management, Insurance, Technology, Professional Services and other communities.

Learn

Find out how the industry can develop further & lessons it can learn from elsewhere. Improve skills and knowledge through a practical, enjoyable and interactive learning experience.

Enjoy

Hubbis events are not only consistent, relevant, engaging and unique but also highly positive, and fun experiences.

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Experience our latest event for yourself

PHILIPPINES WEALTH MANAGEMENT FORUM 2024

Pan Pacific, Singapore

We were delighted to host our annual PHILIPPINES WEALTH MANAGEMENT FORUM on Wednesday 20t...

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Event Agenda
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  • 8.40am

    Registration

  • 9.00am

    Welcome Address

    Marcel Kreis

    Chairman

    Hubbis

  • 9.10am

    Panel Discussion

    The business of wealth management in Singapore - onwards & upwards

    • What’s the right value proposition in a more complex and challenging world?
    • Which client segments should you focus on to be profitable?
    • How can you deal with challenges from the onshoring of wealth across South-east Asia?
    • Increasing competency – how do we enhance capability and capacity in Asian wealth management? Is there enough expertise in local banks to build viable propositions?
    • What is the impact of transparency and tax initiatives such as FATCA and CRS on the advice you now need to give your clients? And which clients can you now even onboard?
    • How can Singapore become an ever-more important global wealth management hub? What should the regulators do to facilitate the further development of the industry?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Bassam Salem

    Region Head, Asia Pacific

    Citi Private Bank

    Matthew Dabbs

    Chief Executive Officer

    AAM Advisory

    Eng Huat Kong

    Chief Executive Officer, Singapore and South-East Asia

    EFG Bank

    Jason Moo

    Head of Private Wealth Management, South-east Asia and Australia

    Goldman Sachs

    Febby Avianto

    Managing Director, Head of Private Banking

    Falcon Private Bank

    Jeroen Buwalda

    Partner, APAC Wealth and Asset Management Advisory Lead

    EY

  • 9.50am

    Presentation - HNW insurance & wealth structuring is changing - here’s how you and your HNW clients can benefit

    David Varley

    Head of High Net Worth - Asia

    AXA

    • One size doesn’t fit all in the HNW marketplace
    • Find out which HNW products match up with the differing needs of HNW clients
    • By meeting your HNW clients’ needs, you can secure more HNW clients, more revenue and more referrals
  • 10.00am

    Presentation - In search of yield – exploring the investment opportunity in senior secured loans

    Felicity Rivett-Carnac

    Senior Vice President and Portfolio Specialist, Alcentra

    BNY Mellon Investment Management

    Felicity Rivett-Carnac
    Senior Vice President and Portfolio Specialist, Alcentra
    BNY Mellon Investment Management

    • Global investors continue to actively seek and require yield in a challenging environment for developed fixed income markets, characterised by low interest rates and low inflation rates
    • As investors move down the credit spectrum, Senior Secured Loans are an attractive instrument through which to gain exposure to sub-investment grade corporate credit
    • This is because of their high levels of security, which promotes low price volatility and high recoveries in the event of default
  • 10.10am

    Panel Discussion

    Digital smokescreen

    • Everyone is talking about ‘going digital’ – but are they really doing anything?
    • Do most fintechs have any real substance?
    • Who will survive and thrive?
    • Will this have any impact on your existing business?
    • What’s the likely influence of robo-advisers?
    • How should established wealth management institutions work with fintechs? Are there any consequences of falling behind in the digital race?

     

     

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    John Robson

    Chief Commercial Officer

    Quantifeed

    Gregory King

    Senior Director, Head of Wealth Management Strategy

    FactSet

    Mark Wightman

    Asia-Pacific Wealth & Asset Management Consulting Leader

    EY

    Ned Phillips

    Founder and Chief Executive Officer

    Bambu

    Max Tiong

    Head of Fintech

    DBS Bank

    Smita Choudhary

    Executive Director, Head, Digital and Business Transformation

    Bank of Singapore

  • 10.50am

    Refreshment & Networking

  • 11.20am

    Presentation - Wealth management for the digital age customer

    Abhra Roy

    Senior Product Line Manager and Head, Finacle Wealth Management

    Infosys Finacle

    • With rapidly-changing customer needs and unassailable digitisation, the wealth management industry needs to evolve towards a truly customer centric, technology-based and service-driven value proposition
    • This presentation explores the agents of change and the transformations in the financial services and wealth management spaces for the digital age customer
  • 11.30am

    Presentation - What HNWIs want: technology and the client experience

    Gregory King

    Senior Director, Head of Wealth Management Strategy

    FactSet

    • The relationship between the HNW/UHNW individual and the wealth manager is evolving, driven in part by technology
    • Change, particularly technological change, has not come easy to the wealth management industry
    • Learn from our latest survey of 1,000+ HNW/UHNW individuals in Singapore, Switzerland, UK & US regarding the expectations of the client in their relationship with the wealth manager, and how they expect that relationship to evolve over time
  • 11.40am

    Presentation - Investment products - distribution solutions

    Erdem Ozgul

    Managing Director

    Numerix

    • Derivatives and structured investment products marketplace – and Numerix
    • Integrated risk management for buy-side institutions
    • Benefits of straight-through-processing and automation
  • 11.50am

    Presentation - Residence and citizenship planning for Asian families - an overview

    Dominic Volek

    Group Head of Private Clients

    Henley & Partners

    • Why do families relocate?
    • What should HNW families consider when carrying out residence and citizenship planning?
    • Current developments in residence and citizenship programmes
  • 12.00pm

    Head - to - Head Q & A - Health insurance as part of financial planning

    Derek Goldberg

    Managing Director, Southeast Asia

    Aetna

    • Health insurance as a means of managing unexpected expenses in the future
    • Health insurance helps members navigate a complex healthcare system
    • Case studies
  • 12.10pm

    Panel Discussion

    Insurance companies: can they make the foray into wealth management count?

    • Where are the biggest opportunities for insurance companies within Asian wealth management?
    • How should insurance companies look to brand themselves going forward in the wealth management space?
    • What is driving the move from protection to retirement solutions, investment products and asset management? Is it sustainable?
    • What role does digital play?
    • Where do you expect the biggest game-changers to come from?
    • What are the challenges?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Owen Young

    Managing Director, Regional Head, Wealth Management for Africa, Middle East & Europe

    Standard Chartered Bank

    Frank Troise

    Managing Director, Head of Digital Distribution (Asia)

    Leonteq

    Nicholas Kourteff

    Chief Executive Officer, Singapore

    Transamerica Life (Bermuda)

    Toby Simpson

    Sales Director, Singapore

    Friends Provident International

    Koh Hoe Shin

    Chief Executive Officer

    Manulife Financial Advisers

  • 12.50pm

    Lunch & Networking

  • 1.30pm

    Panel Discussion

    Dealing with the reality of the regulatory burden - how prepared are you?

    • What is the impact of transparency and tax initiatives such as FATCA and CRS on the advice you now need to give your clients?
    • What impact do you see the ‘Panama Papers’ having?
    • Which clients can you now even onboard?
    • How do you see regulatory developments impacting cross-border activity?
    • Will we ever breed a true culture of ethical compliance?
    • How will the proposed changes to the AI regime impact you?

     

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Mark Smallwood

    Managing Director, North Asia Coverage Team Head

    Deutsche Bank Wealth Management

    Evrard Bordier

    CEO and Managing Partner

    Bordier & Cie

    Adriel Loh

    Managing Director, Global Head of Compliance

    Bank of Singapore

    Amar Bisht

    Head of Wealth Strategy and Advisory

    Orbium

    Markus Blattmann

    Managing Director, Chief Risk Officer Asia Bank

    Julius Baer

    Stefan Kuhn

    Head of Compliance, Private Banking, South-east Asia

    Credit Suisse

  • 2.10pm

    Presentation - Gold - wholesale markets are broken

    Seamus Donoghue

    Vice President of Business Development

    Allocated Bullion Solutions

    • Retail markets are electronic while wholesale markets have failed to keep up
    • Trading physical vs financial gold
    • What drives private banks to choose financial over physical gold
    • The opportunity - private banks and gold
  • 2.20pm

    Presentation - China in transition - headwinds and opportunities

    Oliver Lee

    Investment Director, Asia Equity

    Old Mutual Wealth

    • Outlook for the renminbi and the potential impact on the Chinese market and economy
    • What to expect next and catalysts that will make us more bearish/bullish
    • Potential areas for alpha generation in 2016
  • 2.30pm

    Presentation - Digital wealth: innovation to transformation

    Jaideep Billa

    Chief Executive Officer and President, Intellect Wealth Management (iWealth)

    Intellect Design Arena

    • Why everyone is talking about digital wealth management
    • How companies are leveraging digital wealth
    • The adoption path for digital wealth
    • How to measure success of digital wealth initiatives
  • 2.40pm

    Panel Discussion

    ‘Advice’ - what does it really mean in Asia?

    • The short term investment mind-set in Asia – who is at fault? The bank, the RM, the client, or the regulator?
    • Is there any point talking about the concept of offering advice and being needs-based - when we don’t do this in reality?
    • Will clients ever alter their behaviour if you sell to them in a different way?
    • Is the model wrong? How could it be fixed?
    • What can be done to engender more trust within the relationship?
    • Sales of funds to retail investors and HNW are not very sticky. If there was a genuine outcome-focused and needs-based approach by banks to conversations with their clients, a win-win relationship for all parties would be more likely. How can we make this happen?
    • The vast majority of retail / HNW money still sits in cash, with distributors unsuccessful in persuading investors to buy into longer-term investments. How can we change the mind-sets, conversations and sales processes to further accelerate the engagement of suitable investment products?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Paul Hodes

    Wealth Management Head Asia & EMEA UK Wealth Management Head

    Citi Private Bank

    Paul Gambles

    Director

    MBMG Group

    Steve Knabl

    Chief Operating Officer & Managing Partner

    Swiss-Asia Financial Services

    Patrick Donaldson

    Head of Wealth Management Solutions, ASEAN

    Thomson Reuters

    Gary Harvey

    Chief Executive Officer

    Nexus

    Anurag Mahesh

    Global Head of Key Client Partners

    Deutsche Bank

  • 3.20pm

    Refreshment & Networking

  • 3.50pm

    Panel Discussion

    Product manufacturers and product gatekeepers - do we need to change the rules of the game?

    • How can asset management firms make the most of the growth in wealth in Asia?
    • Markets in 2016 look like being shaky and uncertain at best – what does this mean for your offering for your clients?
    • How will the active/passive mix change? And what does this mean for the industry?
    • With a seemingly ever-growing number of fund houses vying for market share in Asia – what can these firms do to improve and differentiate their sales force effectiveness and productivity, the client experience, and product development and marketing?
    • Is there still room for so many product providers?
    • Do fund managers need to change the way they engage, support and communicate with fund gatekeepers?
    • Given the various – and often overlapping – distribution channels, what are some of the innovative ways asset management firms can evolve their offering?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Rodolphe Larque

    Head of Managed Solutions APAC

    Credit Suisse Wealth Management

    Philipp Portmann

    Partner

    Fundinfo

    Arthur Wu

    Senior Investment Analyst

    Morningstar

    John Cappetta

    Executive Director, Head, Managed Solutions Advisory for Singapore

    Julius Baer

    Bruno de Pampelonne

    Chairman

    Tikehau Capital

  • 4.30pm

    Panel Discussion

    Where are the best investment opportunities for YOUR clients today?

    • Public vs Private markets.
    • Equities - EM versus developed markets
    • Fixed income - Asian credit or G3? USD or local currency?
    • Where do commodities fit in? Which ones should we be focusing on?
    • Alternatives - where is the biggest opportunity?
    • What’s the role of real estate in today’s markets?
    • How can clients really build a high-quality, diversified portfolio?
    • What are the biggest risks for the second half 2016?

     

     

     

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Alexander Benard

    Chief Operating Officer

    Schulze Global Investments

    Veronique Fournier

    Head of Switzerland

    Baring Asset Management

    Philip Lung

    Managing Director, Division Head. Mellon Capital

    BNY Mellon Investment Management

    Kevin Talbot

    CIO Fixed Income Asia

    Aviva Investors

    Ranjiv Raman

    Head of Investments & Treasury

    Cazenove Capital

    Lim Say Boon

    Managing Director, Chief Investment Officer, Group Wealth Management & Private Bank

    DBS Bank

  • 5.30pm

    Forum Ends

May 12

Asian Wealth Management Forum 2016

Pan Pacific,Singapore

Speakers

Matthew Dabbs

AAM Advisory

David Varley

AXA

Derek Goldberg

Aetna

Seamus Donoghue

Allocated Bullion Solutions

Philip Lung

BNY Mellon Investment Management

Ned Phillips

Bambu

Smita Choudhary

Bank of Singapore

Adriel Loh

Bank of Singapore

Veronique Fournier

Baring Asset Management

Evrard Bordier

Bordier & Cie

Ranjiv Raman

Cazenove Capital

Paul Hodes

Citi Private Bank

Bassam Salem

Citi Private Bank

Rodolphe Larque

Credit Suisse Wealth Management

Max Tiong

DBS Bank

Say Boon Lim

DBS Private Bank

Mark Smallwood

Deutsche Bank Wealth Management

Eng Huat Kong

EFG Bank

Mark Wightman

EY

Jeroen Buwalda

EY

Gregory King

FactSet

Philipp Portmann

Fundinfo

Jason Moo

Goldman Sachs

Dominic Volek

Henley & Partners

Alexis Tan

Henley & Partners

Abhra Roy

Infosys Finacle

Nagaraj Prasadh

Intellect Design Arena

Jaideep Billa

Intellect Design Arena

John Cappetta

Julius Baer

Markus Blattmann

Julius Baer

Paul Gambles

MBMG Group

Koh Hoe Shin

Manulife

Arthur Wu

Morningstar

Gary Harvey

Nexus

Erdem Ozgul

Numerix

Oliver Lee

Old Mutual Wealth

Amar Bisht

Orbium

John Robson

Quantifeed

Alexander Benard

Schulze Global Investments

Dr Owen Young

Standard Chartered Bank

Owen Young

Standard Chartered Bank

Steve Knabl

Swiss-Asia Financial Services

Patrick Donaldson

Thomson Reuters

Bruno de Pampelonne

Tikehau Capital

Anurag Mahesh

UBS Global Wealth Management

Andrew Hendry

Westoun Advisors

May 12

Asian Wealth Management Forum 2016

Pan Pacific,Singapore

Partners

gold

silver

bronze

May 12

Asian Wealth Management Forum 2016

Pan Pacific,Singapore