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
Asian Wealth Management Forum 2017
Hotel St Gotthard, Zurich, Switzerland

A community of leading organisations within Asian Wealth Management

Senior figures in Asian Wealth Management are speaking at this event

Rene Muller
ecamos Capital

Irene Lee
Equiom Group

Ville Oehman
Helvetic Investments

Belal Mohammed Khan
HSBC Global Private Banking

Marc Haede
MSCI

Thomas Henze
Swiss Life Global Solutions

Sameer Dev
ASK Capital Management

Ray Soudah
Millenium Associates
Why you should attend Hubbis events

Experience our latest event for yourself
THAILAND WEALTH MANAGEMENT FORUM 2023
Hotel St Gotthard, Zurich, Switzerland
We were delighted to host our annual event in Bangkok on Wednesday May 24...
read moreGet involved in Hubbis events

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8.40am
Registration
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9.00am
Welcome Address
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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
HubbisPanel members
Urs Brutsch
Managing Partner & Founder
HP Wealth ManagementAndrew Hendry
Managing Director, Asia
Westoun AdvisorsGeralda Kral-Buckley
Global Head – Private Clients
AmicorpThomas Henze
Head of Global Private Wealth
Swiss Life Global SolutionsMark Glover
Global Head of Financial Planning, Wealth Management
HSBCMahesh Bulchandani
Chief Executive Officer, Asia Pacific Operations
FinIQSpeakers
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9.55am
Presentation - Finding the right life insurance solutions for HNW customers
- What suits Asian clients?
- How can these be best positioned?
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10.10am
Presentation - Whose assets are they anyway?
- Issues surrounding the legal ownership and title of financial assets
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10.25am
Presentation - Singapore & Hong Kong as Asian wealth management centres & overview of CRS and AEOI
- 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
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10.40am
Refreshment & Networking
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11.10am
Presentation - Discover the 3Ps philosophy
- Planet
- Population
- Profits
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11.25am
Presentation - Driving growth through digital wealth management
- Delivering a client-centric wealth management offerings
- Creating a unified front-to-back office platform
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11.40am
WealthTalk - The winners and Losers in Asian Wealth Management. Will it include the Swiss?
- 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?
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11.55am
WealthTalk - Financial planning – is it relevant for Asian HNW & UHNW clients?
- Understanding where financial planning advice adds client value and creates revenue opportunities
- Key enablers – experience from different markets
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12.10pm
WealthTalk - Common structuring mistakes made by families in Asia
- Why are mistakes made?
- What are the common structuring mistakes?
- Can structuring mistakes be rectified?
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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
HubbisPanel members
Loic Pitrou
General Manager, Asia Pacific
additivIrene Lee
Head of Business Development, Singapore
Equiom GroupKripa Sethuraman
Head of Family Office
AccuroPeter Brigham
Director
RosemontDharshi Wijetunga
Partner
Anaford Attorneys at LawRashmi Oberoi
Senior Client Partner
AmicorpRalph Mogicato
Owner, Independent Senior Advisor
Hixon Consulting
Speakers
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13.15pm
Lunch & Networking
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14.00pm
Presentation - Asia – emerging market?
- 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
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14.20pm
WealthTalk - Implications of the further opening of China A-Shares to the global investment community
- 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?
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14.40pm
WealthTalk - The Indian opportunity
- 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?
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14.55pm
WealthTalk - Finding new investment horizons
- How to participate in the ‘Belt and Road’ theme
- Where are the investment opportunities?
- What should you know about this story?
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15.10pm
Refreshment & Networking
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15.40pm
Head - to - Head Q & A - The fund distribution opportunity in Asia
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15.50pm
WealthTalk - Volatility as a diversifier in an Asian Portfolio
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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 AdvisorsPanel members
Ralph Geiger
Director, Fixed Income Specialist
Credit Suisse Asset ManagementSameer Dev
Managing Director
ASK Capital ManagementJohnson Chng
Founding Partner
Silk Road FinanceMarc Haede
Executive Director, Index Client Coverage
MSCIBelal Mohammed KHAN
Head of Investment Strategy - CEMEA
HSBC Private BankVille Oehman
Co-founder
Blockchain TechnologiesSpeakers
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17.00pm
Presentation - Cryptocurrencies - are my clients invested?
- 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
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17.10pm
Forum End
Asian Wealth Management Forum 2017
Hotel St Gotthard, Zurich,Switzerland


Rene Muller
ecamos Capital

Irene Lee
Equiom Group

Ville Oehman
Helvetic Investments

Belal Mohammed Khan
HSBC Global Private Banking

Marc Haede
MSCI

Thomas Henze
Swiss Life Global Solutions

Sameer Dev
ASK Capital Management

Ray Soudah
Millenium Associates

Ralph Geiger
Credit Suisse Asset Management

Urs Brutsch
HP Wealth Management

Ralph Mogicato
Swiss ICT Investor Club

Mahesh Bulchandani
FinIQ

Evan Gallagher
ASK Capital Management

Loïc Pitrou
New Wealth

Dharshi Wijetunga
Anaford Attorneys

Mark Glover
HSBC Bank

Johnson Chng
A.T. Kearney

Andrew Hendry
Westoun Advisors

Peter Brigham
Rosemont

Kripa Sethuraman

Stephan Leterrier
Asia Plantation Capital
Asian Wealth Management Forum 2017
Hotel St Gotthard, Zurich,Switzerland

gold
silver
bronze
Asian Wealth Management Forum 2017
Hotel St Gotthard, Zurich,Switzerland

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
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
Asian Wealth Management Forum 2017
Hotel St Gotthard, Zurich,Switzerland