Finding ways to survive and thrive in an uncertain environment

Why are we hosting this event?

We are delighted to host our 7th annual regional event in Hong Kong – which we think is particularly important at a time of so much change and uncertainty for private banking.

Only a small number of these institutions are profitable, and the broader wealth management industry is increasingly polarising – those firms making headway seem to either be the largest players with scale, or the more focused, boutique advisory practices.

With a growing number of local and overseas participants in what is a rapidly-shifting Asian wealth management space, differentiation in strategies and value propositions is key to deliver what clients want.

The concept of needs-based conversations with the right clients, backed up by real advice and relevant, contextual information, is still lacking. Yet with the next generation increasingly important – both in size and influence – there is a pressing need to find the right solutions.

Who is it for?

This event is exclusively designed for CEOs, senior management, product gatekeepers and business unit heads in technology, compliance, operations, risk and advisory – from the leading international and local Private Banks, Retail Banks, IFAs, Family Offices, Insurance Companies, and other Independent Wealth Management Firms.

What will you learn?

The agenda will address some of the challenging issues you face in terms of developing a profitable business with a value proposition that makes sense in today’s environment. 

Finding ways to survive and thrive in today’s uncertain environment is now critical. And we will build on our event in previous years to ensure this is refreshed and focused on – 

  • Identifying success stories and best practices in dealing with the challenges in order to be profitable today
  • Uncovering the way forward for how each segment of the market can develop from here
  • Debating key issues with industry leaders

 

Feb 21

Asian Wealth Management Forum 2017

Renaissance Harbour View, Hong Kong

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

Jennifer Lai

Henley & Partners

Josh Crabb

Merian Global Investors

Michael Olesnicky

KPMG

Tuck Meng Yee

JRT Partners

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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2021 event schedule.

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Event Agenda
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  • 8.40am

    Registration

  • 9.00am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.05am

    Panel discussion - How can we really deliver value to our clients?

    • What do clients actually want from their wealth manager today?
    • Who is best-placed to deliver on client expectations?
    • How do we know what adds value?
    • What are the sustainable ways to generate profit?
    • Do we need to rethink the business model?
    • International versus local players - who’s making progress, and who isn’t?
    • Is the extent of regulatory reform now at a tipping point?

    Chair

    Michael Stanhope
    Chief Executive Officer & Founder
    Hubbis

    Panel members

    Vincent Chui
    Managing Director, Head of Asia Institutional Equity Distribution & Private Wealth Management
    Morgan Stanley

    Malik Sarwar
    Global Head of Sales Management, Group Wealth Management
    HSBC

    Anthonia Hui
    Chief Executive Officer
    AL Wealth Partners

    Thomas Young
    Head of High Net Worth Business
    Generali

    Tuck Meng Yee
    Partner
    JRT Partners

    Debby Davidson
    Group Business Development Director, Asia
    Equiom Group

    Speakers

  • 9.50am

    Head - to - Head Q & A - Alternative assets in Asia

    Karen O’Hanlon
    Managing Director
    First Names Group

    • In 2017 what do you see being the top advantages / opportunities of planning with alternative assets? 
    • Alternative assets continue to gain importance in Asia, what are the latest trends you have witnessed?
    • What are clients’ largest fears of structuring alternative assets; how do they overcome this?
    • What is one of the industry’s biggest misconceptions around alternative assets?
    • Can the client still enjoy the use of alternative assets that are placed in a trust?
  • 10.00am

    Presentation - Singapore and Hong Kong - Asian wealth management centres

    Dr Angelo Venardos TEP, IBF Fellow
    Managing Director
    Equiom Group

    • Assessing the merits and pitfalls of different jurisdictions
    • How to decide what’s best for your clients
  • 10.10am

    Panel discussion - Industry debate: Boutique Wealth Managers vs Big Private Banks. Who is best?

    • Are big private banks the only option given the cost of doing business?
    • Or are boutique, focused and independent wealth managers the best option for clients?
    • Is more consolidation a good thing?
    • Should scale be the priority to succeed?
    • What will the landscape look like in 5 years’ time?

    Chair

    Michael Stanhope
    Chief Executive Officer & Founder
    Hubbis

    Panel members

    Bassam Salem
    Chief Executive Officer Asia Pacific
    Citi Private Bank

    Francois Monnet
    Managing Director, Head of Private Banking Greater China
    Credit Suisse Private Banking

    Antoine Candiotti
    Chief Executive - Hong Kong Branch
    Indosuez Wealth Management

    Jessica Cutrera
    Managing Director
    The Capital Company

    Riccardo Lehmann
    Managing Director
    Swiss Asia

    Rohit Bhuta
    Chief Executive Officer
    Crossinvest

    Speakers

  • 10.55am

    Refreshment & Networking

  • 11.25am

    Presentation - Can Asia overcome the Trump headwind?

    Joshua Crabb 
    Head of Asian Equities, Asian Equities Team
    Old Mutual Global Investors

    • Nearly two months into 2017, there remain a number of uncertainties for Asian investors, not least US-China relations under a Trump presidency
    • Despite this, our feeling is that Asian equities remain cheap relative to history, while corporate earnings are on an improving trend. But with Asian shares still under-owned what will it take to convince investors? 
    • What’s the case for active management of portfolios? 
    • Why be optimistic for Asian equities?
  • 11.35am

    Presentation - Digital wealth management: embracing the new normal

    John Robson
    Chief Commercial Officer
    Quantifeed

    Where robo-advice is today and where it’s going tomorrow:

    • How digital platforms are changing the investing experience for advisers and their clients
    • Today’s investor mind-set: a focus on goals rather than outperformance
    • Stronger together: a halt to the man vs. machine debate
    • Trending: mass customisation in automated investment portfolios
    • AI & data: the future of customer experience
  • 11.45am

    Presentation - HNWI and UHNWI clients - how a Variable Life Insurance can address their needs

    Steve Hickman 
    Chief Executive Officer, Singapore
    Swiss Life

    • Diversification/choice in insurance solutions for HNW clients 
    • VUL value proposition to HNW clients and private banks
    • Understanding why some HNW clients have avoided life insurance as a planning solution
    • What does VUL bring to the market that currently is not available
  • 11.55am

    Head - to - Head Q & A - Overview of private clients’ residence and citizenship planning

    Jennifer Lai
    Managing Partner, Head of North Asia 
    Henley & Partners

    • What are some of the trends in terms of clients in North Asia seeking migration planning?
    • How Henley & Partners sees the current changes affecting the residence and citizenship planning of private clients in North Asia
    • How Henley & Partners advises private clients when they consider obtaining an alternative residence or citizenship
    • How Henley & Partners helps private clients during their residence and citizenship planning
  • 12.05pm

    Panel discussion - The internationalisation of Chinese wealth - how can you capitalise on this opportunity?

    • How do we help Chinese HNW / UHNW clients diversify, protect and pass on their wealth?
    • How can you build up your client book without going to jail?
    • How can you participate in the generation wealth transfer opportunity?
    • What are the potential structures and solutions that work best today?
    • How do you find, access and retain these clients, especially the next generation?
    • What’s the right advice given regulatory and tax complexities such as CRS?

    Chair

    Michael Stanhope
    Chief Executive Officer & Founder
    Hubbis

    Panel members

    Lennard Yong
    Regional Chief Executive Officer, Asia
    FTLife Insurance

    Michael Olesnicky 
    Partner, Senior Advisor
    KPMG

    Kevin Lee
    Partner
    Zhong Lun Law Firm 

    Nigel Rivers
    Founder and Chief Executive Officer
    Capital Solutions

    William Probert
    Senior Consultant
    Sovereign Trust

    Speakers

  • 12.50pm

    Lunch

  • 13.40pm

    Panel discussion - China: is the golden goose dead? Where next for insurance companies in Hong Kong?

    • Is the disruption in business from China a short-term or long-term problem for insurance companies?
    • What are priorities for developing your Hong Kong business?
    • What’s the opportunity that the development of wealth management means for you?
    • What’s the right product and proposition?
    • Can we develop a business proposition as well as tools which are right for the needs and demands of the next generation?

    Chair

    Michael Stanhope
    Chief Executive Officer & Founder
    Hubbis

    Panel members

    Ben Worthington
    Head of Life Business, Hong Kong
    Zurich Life Insurance

    William Lee
    Associate Partner
    Synpulse

    Donald Soo
    Chief Executive Officer
    Orb Global Wealth Management

    Speakers

  • 14.20pm

    Presentation - Shifting the wealth management model to fee-based solutions from transaction-based sales

    Anthony J. Harper
    Chief Executive Officer and Co-Founder
    Managed Accounts Partners Limited

    • How will revenues be generated from assets if mutual funds no longer have retrocessions? 
    • Likely implications of the recent SFC proposals to require intermediary disclosures on independence, and enhanced fee transparency
    • How important is customising client portfolios and providing them look-thru transparency in their holdings?
    • Where are discretionary portfolio management penetration ratios today and where are they headed?
  • 14.30pm

    Presentation - Why risk-focused investing is a better way to build a portfolio

    Harold Y. Kim, Ph.D.
    Founder and Chief Executive Officer 
    Neo Risk Investment Advisors

    • Blind-spots in giving portfolio advice – why do most advisers only focus on returns?
    • You can’t control performance, but you can control risk
    • How a focus on dynamically managing risk can greatly improve returns
  • 14.45pm

    Refreshment & Networking

  • 15.15pm

    Panel discussion - How will we change the mind-set of clients - and focus on long-term goals and portfolio construction?

    • How can we develop the advisory proposition and make more money out of it?
    • Can the regulatory environment be our friend in driving greater transparency?
    • What will be the impact of a new regulatory regime that moves us away from commissions and towards fee-based models?
    • Will clients emabrce this approach?
    • How do we get more of a client’s total wealth?
    • Investors hold a mutual fund for 4 years on average in the US, but only a few months in Asia. Will this ever change? Does anyone really want it to?
    • What’s the process to improve performance?
    • How do we make portfolio construction core to the offering?
    • Are all the easy wins done with - now the leveraged bond game and others have come to an end?

    Chair

    Michael Stanhope
    Chief Executive Officer & Founder
    Hubbis

    Panel members

    Adam Cowperthwaite
    Head of Equities - Asia Pacific
    Citi Private Bank

    Angel Wu
    Regional Head of Products & Solutions, Asia & Middle East
    ABN AMRO Private Banking

    Sen Sui
    Head of Wealth Management, Asia
    Indosuez Wealth Management

    Pius Zgraggen
    Partner, Chief Executive Officer
    OLZ & Partners

    Claudius Tsang, CFA
    Partner and Co-Head of Private Equity, North Asia 
    Templeton Asset Management

    Leon Mirochnik, CFA
    Head of Business Development
    Enhanced Investment Products

    Speakers

  • 16.00pm

    Panel discussion - How can you deliver investment performance and avoid risk in 2017?

    • 2017 is supposed to be an equities year – will it actually happen? 
    • Will this be another year of turbulent markets? A replay of 2016? 
    • How will investors generate performance in 2017?
    • How do clients think today? And how do you manage their expectations?
    • What are the biggest risks for 2017?
    • How will geo-political risks impact the landscape?

    Chair

    Michael Stanhope
    Chief Executive Officer & Founder
    Hubbis

    Panel members

    Ronald Lee
    Managing Director, Head of Private Wealth Management, Asia Pacific
    Goldman Sachs

    Alan Luk
    Head of Private Banking & Trust Services
    Hang Seng Bank

    John Haynes 
    Head of Research
    Investec Wealth & Investment

    Arjan De Boer
    Head of Markets and Investment Solutions, Asia
    Indosuez Wealth Management

    Stephen Kam
    Senior Product Specialist, Asian Equities
    HSBC Global Asset Management

    Adeline Tan
    Head of Investment Advisory, Hong Kong
    Mercer

    Speakers

  • 17.00pm

    Forum End

Feb 21

Asian Wealth Management Forum 2017

Renaissance Harbour View,Hong Kong

Speakers

Jennifer Lai

Henley & Partners

Josh Crabb

Merian Global Investors

Michael Olesnicky

KPMG

Tuck Meng Yee

JRT Partners

Anthony J. Harper

Axial Partners

Ronald Lee

Goldman Sachs

Debby Davidson

Equiom Group

Riccardo Lehmann

Jessica Cutrera

Capital Company

Pius Zgraggen

OLZ & Partners

Harold Kim

Neo Risk Investment Advisors

William Lee

Synpulse

Stephen Kam

HSBC Global Asset Management

Stephen Hickman

Swiss Life

Nigel Rivers

Capital Solutions

Arjan de Boer

Indosuez Wealth Management

Alan Luk

Hang Seng Private Banking

Francois Monnet

Credit Suisse Private Banking

Claudius Tsang

Templeton Asset Management

Ben Worthington

Mercer

John Haynes

Investec Wealth & Investment

Adeline Tan

Mercer

Karen O'Hanlon

JTC

Leon Mirochnik

Enhanced Investment Products

William Probert

The Sovereign Group

Kevin Lee

Zhong Lun Law Firm

Donald Soo

KoiZai

Anthonia Hui

AL Wealth Partners

Sen Sui

Indosuez Wealth Management

Malik S. Sarwar

K2 Leaders

Lennard Yong

FTLife Insurance

Bassam Salem

Citi Private Bank

Angel Wu

Bank of Singapore

Adam Cowperthwaite

Citi Private Bank

John Robson

Quantifeed

Antoine Candiotti

Indosuez Wealth Management

Vincent Chui

Morgan Stanley

Rohit Bhuta

Crossinvest

Feb 21

Asian Wealth Management Forum 2017

Renaissance Harbour View,Hong Kong

Partners

gold

silver

bronze

Feb 21

Asian Wealth Management Forum 2017

Renaissance Harbour View,Hong Kong

Event Highlights

We were delighted to host our 8th annual event focused in Hong Kong. Over 400 senior individuals attended – including leading professionals from the top international and local Private Banks, Retail Banks, Multi-Family Offices and IFAs, as well as relationship managers and advisers from the industry.

Below for your interest and reference are links to various content we captured from the day. Please click on the orange headlines – and do send any comments or feedback to events@hubbis.com.

 

Highlights 

Photos
Post Event Report

Feb 21

Asian Wealth Management Forum 2017

Renaissance Harbour View,Hong Kong