Helping Asian Wealth Management Communities interact

We look forward to our annual event in Zurich – the only get-together of its kind in Switzerland that is dedicated to understanding the potential that the growth in Asian wealth represents.

This offers a platform for like-minded people from Asia who are interested in coming to Zurich to meet individuals from Switzerland and across Europe – and vice versa. They can share ideas and understand how to collaborate in tapping opportunities from the ever-rising numbers of HNW and UHNW individuals in the region. 

As the pace of growth in locally-held wealth accelerates – there has never been a better time to delve into the opportunities and challenges in accessing it via various markets, products and solutions.

Experts from Hong Kong and Singapore, among others, will reveal what these are and what this should mean for you.

Plus there will be speakers based in Europe who have spent a significant amount of their careers in senior positions within Asian wealth management and private banking.

In registering for this event – you can either come along for just the morning or afternoon sessions, or all day.

A clearly-defined agenda

The agenda is divided into 2 distinct segments to allow participants to focus specifically on what matters most to them –

•    MORNING, from 9am to 1pm – covering what the growth in Asian wealth management means to you, and how you can capitalise on the increasing activity and offshoring of this wealth, especially from China

•    AFTERNOON, from 2pm to 5pm – focusing on where, and how, to invest in Asia

Overall – speakers will discuss the realities of the wealth management business in Asia – and how to make the most of the many opportunities.

Practitioners will also share insights on the extent to which Switzerland and other parts of Europe are relevant to Asian clients.

Who is it for?

This event is exclusively designed for CEOs, C-level executives, business heads and other senior practitioners at European-based Family Offices, Independent / External Asset Managers, Private Banks of all sizes and other key wealth management institutions. 

It is also relevant for product gatekeepers and fund selectors will learn about local markets and trends in asset classes to help drive their decision-making and support conversations with European-based clients about the risks and challenges of investing in Asia.

Key elements of this event

•    A unique get-together enabling leading practitioners from Asia and Europe to meet and interact
•    We invite senior individuals from within the community to speak and attend – including experienced practitioners from HK and Singapore
•    Focused presentations, speeches from key individuals, and interactive panel discussions
•    A clearly-defined agenda according to the interests of participants

 

Oct 24

Asian Wealth Management Forum 2017

Hotel St Gotthard, Zurich, Switzerland

Featured sponsors
All sponsors

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

Andrew Hendry

Westoun Advisors

Belal Mohammed Khan

HSBC Private Banking

Dharshi Wijetunga

Anaford Attorneys

Evan Gallagher

ASK Capital Management

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.

Get involved in Hubbis events

Sponsor an event Hubbis offers multiple sponsorship packages within the Asian Wealth Management community.

Find out more
Event Agenda
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Morning

  • 8.40am

    Registration

  • 9.00am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.05am

    Panel discussion - What does Asia mean to you?

    • What key trends are we seeing in wealth management / private banking in Asia?
    • Is the opportunity as large as we all think? How do we maximise its potential?
    • What’s the real story behind the development of wealth management in Asia?
    • How can you scale your business in Asia in a sustainable and profitable way?
    • How do you access Asia’s ever-growing numbers of HNW and UHNW? 
    • How is the balance between offshore and onshore wealth developing? How are local banks competing in the HNW space?
    • How is wealth management developing in the big markets, like India and China?
    • Given the wave of consolidation – what is the future for international private banking in Asia?
    • Who are the leading players today? Who will be the successful firms of tomorrow?
    • How is the independent model developing in Hong Kong, Singapore – and elsewhere? Will it ever gain any real traction?

    Chair

    Michael Stanhope
    Chief Executive Officer & Founder
    Hubbis

    Panel members

    Urs Brutsch
    Managing Partner & Founder
    HP Wealth Management

    Andrew Hendry
    Managing Director, Asia
    Westoun Advisors

    Geralda Kral-Buckley
    Global Head – Private Clients
    Amicorp

    Thomas Henze
    Head of Global Private Wealth
    Swiss Life Global Solutions

    Mark Glover
    Global Head of Financial Planning, Wealth Management
    HSBC

    Mahesh Bulchandani
    Chief Executive Officer, Asia Pacific Operations
    FinIQ

    Panel Members

  • 9.55am

    Presentation - Finding the right life insurance solutions for HNW customers

    Thomas Henze

    Head of Global Private Wealth

    Swiss Life

    • What suits Asian clients?
    • How can these be best positioned?
  • 10.10am

    Presentation - Whose assets are they anyway?

    Peter Brigham

    Director

    Rosemont

    • Issues surrounding the legal ownership and title of financial assets
  • 10.25am

    Presentation - Singapore & Hong Kong as Asian wealth management centres & overview of CRS and AEOI

    Irene Lee

    Head of Business Development, Singapore

    Equiom Group

    • Overview – Asia in general
    • Singapore and Hong Kong as wealth management centres
    • Singapore & Hong Kong companies
    • Brief summary on CRS & AEOI
    • Other estate planning tools
  • 10.40am

    Refreshment & Networking

  • 11.10am

    Presentation - Discover the 3Ps philosophy

    Stephan Leterrier

    Director, Business Development

    Asia Plantation Capital

    • ​​​​​​Planet
    • Population
    • Profits
  • 11.25am

    Presentation - Driving growth through digital wealth management

    Mahesh Bulchandani

    Chief Executive Officer, Asia Pacific Operations

    FinIQ

    • Delivering a client-centric wealth management offerings
    • Creating a unified front-to-back office platform
  • 11.40am

    WealthTalk - The winners and Losers in Asian Wealth Management. Will it include the Swiss?

    Ray Soudah

    Founder

    Millenium Associates

    • Who wil be the winning institutions in the next five years
    • Will the Swiss finally abandon Asia like the foreigners have abandoned Switzerland?
    • Is the digital revolution the end of the old offshore model?
  • 11.55am

    WealthTalk - Financial planning – is it relevant for Asian HNW & UHNW clients?

    Mark Glover

    Global Head of Financial Planning, Wealth Management

    HSBC Bank

    • Understanding where financial planning advice adds client value and creates revenue opportunities
    • Key enablers – experience from different markets
  • 12.10pm

    WealthTalk - Common structuring mistakes made by families in Asia

    Dharshi Wijetunga

    Partner

    Anaford Attorneys

    • Why are mistakes made?
    • What are the common structuring mistakes?
    • Can structuring mistakes be rectified?
  • 12.30pm

    Panel discussion - How can we create the connectivity with Asia to tap this golden opportunity?

    • What’s the role of Switzerland in Asian wealth management today?
    • With whom do you connect – and with whom can you partner – to make the most of this opportunity?
    • How do you access and advise wealthy families from Asia?
    • The biggest opportunity in our lifetime is the vast amount of wealth being ‘offshored’ from China – how can you make the most of this?
    • In the face of changing regulations and the impact on the types of structures that are now relevant – what’s the best advice and which solutions make most sense for Asian clients?
    • On-boarding Asian clients – what are the issues you will face? What should you be aware of?
    • How can European-based wealth managers be better prepared, with more relevant offerings, to service Asian clients – either in their home markets, or when Asian clients venture to Europe?
    • What are the regulatory and compliance issues you need to understand?

    Chair

    Michael Stanhope
    Chief Executive Officer & Founder
    Hubbis

    Panel members

    Loic Pitrou
    General Manager, Asia Pacific
    additiv

    Irene Lee
    Head of Business Development, Singapore
    Equiom Group

    Kripa Sethuraman
    Head of Family Office
    Accuro

    Peter Brigham
    Director
    Rosemont

    Dharshi Wijetunga
    Partner
    Anaford Attorneys at Law

    Rashmi Oberoi
    Senior Client Partner
    Amicorp

    Ralph Mogicato
    Owner, Independent Senior Advisor
    Hixon Consulting
     

    Panel Members

  • 13.15pm

    Lunch

Afternoon

  • 14.00pm

    Presentation - Asia – emerging market?

    Ralph Geiger

    Director, Fixed Income Specialist

    Credit Suisse Asset Management

    • Asia has developed into an area of robust fundamentals and continues to deliver steady growth
    • Corporate fundamentals and positive credit trend in Asia look attractive compared with European and US counterparts
    • The Asian fixed-income asset class is steadily growing, with markets expanding and the local investor base growing
  • 14.20pm

    WealthTalk - Implications of the further opening of China A-Shares to the global investment community

    Marc Haede

    Executive Director, Index Client Coverage

    MSCI

    • How do China A shares differ from other emerging market equities? How can investors implement an A shares exposure?
    • What would a full inclusion of China A shares in mainstream benchmarks mean for policy allocations to emerging markets?
    • How can investors prepare for potential full inclusion of A shares?
  • 14.40pm

    WealthTalk - The Indian opportunity

    Evan Gallagher

    CEO & Managing Director

    ASK Capital Management

    • Where has India moved from and where is it going?
    • What are the key drivers and challenges to the India growth story?
    • How to access the Indian opportunity?
  • 14.55pm

    WealthTalk - Finding new investment horizons

    Johnson Chng

    Founding Partner

    A.T. Kearney

    • How to participate in the ‘Belt and Road’ theme
    • Where are the investment opportunities?
    • What should you know about this story?
  • 15.10pm

    Refreshment & Networking

  • 15.40pm

    Head - to - Head Q & A - The fund distribution opportunity in Asia

    Andrew Hendry

    Managing Director, Asia

    Westoun Advisors

  • 15.50pm

    WealthTalk - Volatility as a diversifier in an Asian Portfolio

    Rene Muller

    Founder and Chief Executive Officer

    ecamos Capital

  • 16.05pm

    Panel discussion - Are you ready to make the most of the Asian investment story?

    • How should you assess the different markets, products and assets in Asia?
    • What role should Asia now play in investment portfolios?
    • What’s the difference between Asia and other emerging markets?
    • Should you and your clients be investing more in Asian fixed income and credit? How do you do this?
    • How do you access opportunities in local markets – especially India and China?
    • Where should we be looking in private debt and other interesting alternative assets?
    • Does liquidity matter to Asian clients? 
    • How do you need to refresh or reinvent your investment platform to make it relevant to Asian clients?
    • What do people NOT tell you about investing in Asia? How can you save time and effort by helping clients to avoid making the wrong decisions?
    • What’s the best advice you can give your clients around investing in Asia? Should they invest more in the region?

    Chair

    Andrew Hendry
    Managing Director, Asia
    Westoun Advisors

    Panel members

    Ralph Geiger
    Director, Fixed Income Specialist
    Credit Suisse Asset Management

    Sameer Dev
    Managing Director
    ASK Capital Management

    Johnson Chng
    Founding Partner
    Silk Road Finance

    Marc Haede
    Executive Director, Index Client Coverage
    MSCI

    Belal Mohammed KHAN
    Head of Investment Strategy - CEMEA 
    HSBC Private Bank

    Ville Oehman
    Co-founder
    Blockchain Technologies

    Panel Members

  • 17.00pm

    Presentation - Cryptocurrencies - are my clients invested?

    Ville Oehman

    Co-Founder

    Helvetic Investments

    • Cryptocurrencies are up USD150 billion in one year
    • Can this asset class still be ignored as part of a balanced portfolio?
    • Will the un-banked get banked, or crypto’ed?
    • Cryptocurrency regulation is emerging.
    • What’s the right timing to get involved?
    • Custody, infrastructure and security challenges for asset managers
  • 17.10pm

    Forum End

Oct 24

Asian Wealth Management Forum 2017

Hotel St Gotthard, Zurich,Switzerland

Speakers

Andrew Hendry

Westoun Advisors

Belal Mohammed Khan

HSBC Private Banking

Dharshi Wijetunga

Anaford Attorneys

Evan Gallagher

ASK Capital Management

Irene Lee

Equiom Group

Johnson Chng

A.T. Kearney

Kripa Sethuraman

Accuro

Loïc Pitrou

New Wealth

Mahesh Bulchandani

FinIQ

Marc Haede

MSCI

Mark Glover

HSBC Bank

Peter Brigham

Rosemont

Ralph Geiger

Credit Suisse Asset Management

Ralph Mogicato

Swiss ICT Investor Club

Ray Soudah

Millenium Associates

Rene Muller

ecamos Capital

Sameer Dev

ASK Capital Management

Stephan Leterrier

Asia Plantation Capital

Thomas Henze

Swiss Life

Urs Brutsch

HP Wealth Management

Ville Oehman

Helvetic Investments

Oct 24

Asian Wealth Management Forum 2017

Hotel St Gotthard, Zurich,Switzerland

Sponsors

gold

silver

bronze

Oct 24

Asian Wealth Management Forum 2017

Hotel St Gotthard, Zurich,Switzerland

Past Event Highlights

We were delighted to host our annual event in Zurich focusing on the opportunities in Asian wealth management. Senior practitioners from across Europe attended and participated – including CEOs, senior management, product gatekeepers and fund selector, business heads and other professionals at European-based Family Offices, Independent / External Asset Management Companies, Private Banks and other relevant wealth management institutions.

 

EVENT SUMMARY

Accessing and capitalising on the Asian wealth story

With unrelenting growth in wealth across Asia, our annual event in Zurich explored the real risks and challenges of investing in the region as well as the issues and opportunities in terms of managing family wealth.

 

OTHER HIGHLIGHTS

Photos
Event overview

 

TESTIMONIALS

“A great event and good to see bridges being built between Wealth Management professionals from Asia and Switzerland – where there is a lot to be learned for mutual benefit.”

Bryan Henning, Head of Investment Services and Product Solutions, Continental Europe and MENA, HSBC Private Bank

 

“This is the only event of this kind where the Swiss-Asian connectivity in Wealth Management is discussed and debated. Practitioners and industry leaders from both regions provide outstanding insights. A “must-go” event for any Swiss wealth management professional doing business in Asia.”

Bruno Patusi, Partner, Head of Wealth & Asset Management, Zurich, EY

Oct 24

Asian Wealth Management Forum 2017

Hotel St Gotthard, Zurich,Switzerland