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
Asian Wealth Management Forum 2017
Renaissance Harbour View, Hong Kong
A community of leading organisations within Asian Wealth Management
Senior figures in Asian Wealth Management are speaking at this event
Rohit Bhuta
Riccardo Lehmann
Anthonia Hui
AlTi Tiedemann Global
Anthony J. Harper
Axial Partners
Angel Wu
Bank of Singapore
Nigel Rivers
Capital Solutions
Adam Cowperthwaite
Citi Private Bank
Bassam Salem
Citi Private Bank
Why you should attend Hubbis events
Experience our latest event for yourself
PHILIPPINES WEALTH MANAGEMENT FORUM 2024
Renaissance Harbour View, Hong Kong
We were delighted to host our annual PHILIPPINES WEALTH MANAGEMENT FORUM on Wednesday 20t...
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8.40am
Registration
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9.00am
Welcome Address
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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
HubbisPanel members
Vincent Chui
Managing Director, Head of Asia Institutional Equity Distribution & Private Wealth Management
Morgan StanleyMalik Sarwar
Global Head of Sales Management, Group Wealth Management
HSBCAnthonia Hui
Chief Executive Officer
AL Wealth PartnersThomas Young
Head of High Net Worth Business
GeneraliTuck Meng Yee
Partner
JRT PartnersDebby Davidson
Group Business Development Director, Asia
Equiom GroupSpeakers
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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?
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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
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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
HubbisPanel members
Bassam Salem
Chief Executive Officer Asia Pacific
Citi Private BankFrancois Monnet
Managing Director, Head of Private Banking Greater China
Credit Suisse Private BankingAntoine Candiotti
Chief Executive - Hong Kong Branch
Indosuez Wealth ManagementJessica Cutrera
Managing Director
The Capital CompanyRiccardo Lehmann
Managing Director
Swiss AsiaRohit Bhuta
Chief Executive Officer
CrossinvestSpeakers
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10.55am
Refreshment & Networking
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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?
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11.35am
Presentation - Digital wealth management: embracing the new normal
John Robson
Chief Commercial Officer
QuantifeedWhere 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
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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
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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
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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
HubbisPanel members
Lennard Yong
Regional Chief Executive Officer, Asia
FTLife InsuranceMichael Olesnicky
Partner, Senior Advisor
KPMGKevin Lee
Partner
Zhong Lun Law FirmNigel Rivers
Founder and Chief Executive Officer
Capital SolutionsWilliam Probert
Senior Consultant
Sovereign TrustSpeakers
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12.50pm
Lunch & Networking
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1.40pm
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
HubbisPanel members
Ben Worthington
Head of Life Business, Hong Kong
Zurich Life InsuranceWilliam Lee
Associate Partner
SynpulseDonald Soo
Chief Executive Officer
Orb Global Wealth ManagementSpeakers
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2.20pm
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?
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2.30pm
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
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2.45pm
Refreshment & Networking
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3.15pm
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
HubbisPanel members
Adam Cowperthwaite
Head of Equities - Asia Pacific
Citi Private BankAngel Wu
Regional Head of Products & Solutions, Asia & Middle East
ABN AMRO Private BankingSen Sui
Head of Wealth Management, Asia
Indosuez Wealth ManagementPius Zgraggen
Partner, Chief Executive Officer
OLZ & PartnersClaudius Tsang, CFA
Partner and Co-Head of Private Equity, North Asia
Templeton Asset ManagementLeon Mirochnik, CFA
Head of Business Development
Enhanced Investment ProductsSpeakers
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4.00pm
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
HubbisPanel members
Ronald Lee
Managing Director, Head of Private Wealth Management, Asia Pacific
Goldman SachsAlan Luk
Head of Private Banking & Trust Services
Hang Seng BankJohn Haynes
Head of Research
Investec Wealth & InvestmentArjan De Boer
Head of Markets and Investment Solutions, Asia
Indosuez Wealth ManagementStephen Kam
Senior Product Specialist, Asian Equities
HSBC Global Asset ManagementAdeline Tan
Head of Investment Advisory, Hong Kong
MercerSpeakers
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5.00pm
Forum Ends
Asian Wealth Management Forum 2017
Renaissance Harbour View,Hong Kong
Rohit Bhuta
Riccardo Lehmann
Anthonia Hui
AlTi Tiedemann Global
Anthony J. Harper
Axial Partners
Angel Wu
Bank of Singapore
Nigel Rivers
Capital Solutions
Adam Cowperthwaite
Citi Private Bank
Bassam Salem
Citi Private Bank
Francois Monnet
Credit Suisse Wealth Management
Leon Mirochnik
Enhanced Investment Products
Debby Davidson
Equiom Group
Lennard Yong
FTLife Insurance
Ronald Lee
Goldman Sachs
Stephen Kam
HSBC Global Asset Management
Jennifer Lai
Henley & Partners
Sen Sui
Indosuez Wealth Management
Antoine Candiotti
Indosuez Wealth Management
Arjan de Boer
Indosuez Wealth Management
John Haynes
Investec Wealth & Investment
Tuck Meng Yee
JRT Partners
Karen O'Hanlon
JTC
Malik S. Sarwar
K2 Leaders
Michael Olesnicky
KPMG
Donald Soo
KoiZai
Jessica Cutrera
Leo Wealth
Adeline Tan
Mercer
Ben Worthington
Mercer
Josh Crabb
Merian Global Investors
Vincent Chui
Morgan Stanley
Harold Kim
Neo Risk Investment Advisors
Pius Zgraggen
OLZ & Partners
John Robson
Quantifeed
Stephen Hickman
Swiss Life Global Solutions
William Lee
Synpulse
Claudius Tsang
Templeton Asset Management
William Probert
The Sovereign Group
Alan Luk
Winner Zone Asset Management
Kevin Lee
Zhong Lun Law Firm
Asian Wealth Management Forum 2017
Renaissance Harbour View,Hong Kong
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Asian Wealth Management Forum 2017
Renaissance Harbour View,Hong Kong
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 [email protected].
Highlights
Asian Wealth Management Forum 2017
Renaissance Harbour View,Hong Kong