Full Agenda

Welcome Address
Michael Stanhope
Chief Executive Officer
Panel discussion
In the transparent and complex world we now live in, what value do clients expect from us?
  • 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?


Michael Stanhope
Chief Executive Officer & Founder

Panel members

Michael Blake
Head of Region & Chief Executive Officer Asia, Senior Managing Director

Jason Moo
Head of Private Wealth Management, Southeast Asia & Australia
Goldman Sachs

David Vignola
Global Head, Compliance, Private Banking
Standard Chartered Bank

Chan Kum Kong
Head of Research and Products
Singapore Exchange 

Flexible solutions to meet evolving client’s needs
Ian Kloss
Head of Region, Southeast Asia & Chief Executive Officer, Singapore
Old Mutual International
  • How can we help you add value despite all the challenges you face?
  • What solutions can provide high protection cover while creating extra liquidity upon death without compromising on investment opportunities?
  • What else is available to help legacy planning, trust planning, tax planning or holding complicating assets?
CRS - what does it mean to you and your clients?
Douglas Lee
Head of Compliance
Equiom Group
  • Where are we at with CRS and AEOI?
  • What can you do to prepare yourself?
  • What advice should you be giving to your client?
Investor migration and the rise of the global citizen
Dominic Volek
Managing Partner, Head Southeast Asia
Henley & Partners
  • Global trends and developments in investor migration
  • What’s driving investor migration for Asian HNWIs?
  • Key considerations for HNWIs in relation to residence and citizenship planning
Meeting the changing needs of today’s clients
Jim Kelso
Chief Executive Officer, Asia Pacific
International Planning Group
  • Family legacy protection and liquidity planning needs
  • Financial leverage 
  • Certainty through life insurance-based solutions
MiFID 2 – the impact in Asia
Patrick Donaldson
Head of Market Development, Wealth Management, Asia Pacific & Japan
  • Who is impacted?
  • Key challenges
  • Use cases
Refreshment & Networking
Are existing business models up to the challenges they face?
Michael Benz
Senior Advisor/Digital Banking

A lot has been said about the growth of the wealth pool in this region on the one hand, and the new and upcoming innovations through fintechs and digitisation of banking on the other. Less explicit, however, is the discussion about the impact of these two major drivers on the revenues associated with wealth management and private banking activities. 

  • How will in such an environment the revenue pool of wealth management and private banking likely evolve?
  • Is it realistic to assume that the revenue pool of private banking will more or less grow in line with AUM, at least once the normalisation of interest rates kicks in and the global QE efforts have been reversed?
  • Or will digitisation of wealth management and private banking have a similar impact as it had on other industries before? (ie. the revenue pool will be substantially smaller in future)
  • If so, how far can existing business models of wealth management and private banking be trimmed for efficiency in order to remain economically viable? 
  • How long will existing banks be able to defend their current fee levels without losing substantial amounts of assets, transactions and clients to much cheaper online platforms?
  • And last but not least, what products and services could potentially offer existing banking players compensation for reduced revenues from transactional and mandate based activities?
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?


Andrew Hendry
Managing Director, Asia
Westoun Advisors

Panel members

Torsten Linke
Head Private Banking South East Asia & Branch Manager Singapore
Bank Julius Baer

Simon Lints
Chief Executive Officer - Singapore
Cazenove Capital

Conrad Lim
Managing Director and Deputy Chief Executive Officer
LGT Bank

Rohit Bhuta
Chief Executive Officer

Mark Nelligan
Chief Executive Officer, Singapore
Pershing Securities

Andreas Wenger
Associate Partner

Lessons learned from the EFG-BSI integration
Albert Chiu
Chief Executive, Asia Pacific Region
EFG Bank
  • How have you approached the integration process?
  • What have the challenges been?
  • How have you addressed them?
  • How have you positioned the combined business for the future?
The digital transformation – from buzzwords to business
Gregory King
Director of Wealth Management Strategy
  • We are living in a digital era – now what? Join this session to gain insight into how you can translate the disruption of the digital revolution into opportunity
  • Discover the possibilities to transform your firm’s wealth management offer above others with technology
  • See how integrating a multi-pronged digital approach to the client experience, can enhance the advisory relationship, allowing you to personalise your services without compromise to the full spectrum of your HNW investors
How Asian bonds enhance fixed income portfolios
Teresa Kong
Portfolio Manager
Matthews Asia
  • Global investors are understandably concerned about their fixed income portfolios as they balance the need for income with the risks of a low-growth, rising US interest rate environment
  • Lead Portfolio Manager Teresa Kong, CFA, will explain how an investment in Asian fixed income can help investors to increase portfolio yield, maintain purchasing power, add diversification, and provide protection from rising interest rates
  • She will discuss the current environment for fixed income investing in Asia, the fundamentals of the under-researched Asian credit asset class, and how the Matthews Asia Credit Opportunities portfolio is constructed
  • Delegates will understand how we generate returns by (1) taking advantage of short-term noise to invest long term in companies with structural advantages, (2) looking for asymmetric return situations with limited downside and upside optionality, and (3) deep analysis to viability of the business model and incentives of the management team
Panel discussion
How do we deliver relevant insurance solutions for our clients?
  • What are priorities for insurance companies to develop their wealth-related offerings?
  • How do we drive the right types of conversations with our clients?
  • Can we change the mind-set and educate bankers and clients on the alternative insurance options out there?
  • What’s the right product and proposition?
  • How is the distribution mix changing?
  • Can we develop the tools which are right for the needs and demands of the next generation?


Michael Stanhope
Chief Executive Officer & Founder

Panel members

Richard Vargo
Managing Director, Bancassurance, Consumer Investment & Insurance Products
DBS Bank

Debbie Lee
Head of High Net Worth Distribution, Singapore
HSBC Insurance

Andrew Waddell
Managing Director, Singapore
Friends Provident International

Walter de Oude
Founder & Chief Executive Officer
Singapore Life

Craig Ellis
Chief Executive Officer Singapore, Global Wealth Solutions
Willis Towers Watson

Ian Kloss 
Head of Region, South-east Asia & Chief Executive Officer, Singapore
Old Mutual International

Developments in universal life contracts
Walter de Oude
Founder & Chief Executive Officer
Singapore Life
  • Market trends
The fourth digital revolution in wealth management: information
Michael Gerber
Chief Executive Officer
  • The financial institution that creates clients insights will be the winner in the future
  • Why the currency of success is no longer investments products – but information
Financial wellness and inclusion
Shwetank Verma
Director, Head of Collaboration
  • Ventures from Lumenlab’s portfolio
The demise of retail asset-allocation advisory
Dennis Khoo
Managing Director, Head, Regional Digital Banking and Strategic Initiatives Office
UOB Bank
  • Huge liquidity in the market has distorted asset class behaviours
  • Managing retail customers using asset-allocation has always been challenging
  • How does needs-based, goal based and asset allocation differ?
The quest for client loyalty and value: re-assessing the digital landscape
Mark Nelligan
Chief Executive Officer, Singapore
Pershing, a BNY Mellon company

This will discuss what matters most to clients and how digital advancements are changing the way clients select wealth management providers. Mark will examine key priorities for the HNW digital experiences, gaps in delivery and where firms should direct efforts to demonstrate value and deepen client loyalty. The purpose of this presentation is to engage the audience on several levels:

  • Define past, present and future view of the digital landscape
  • Identify technology experiences that impact loyalty
  • Strategise the areas of high-impact for technology focus to drive engagement and loyalty
Smart beta: active versus passive investing
Victor Lye
Group Head of Independent Financial Advisers & Benefits
  • What is the appetite of investors for passive and active strategies?
  • How to build relevant portfolios today
Refreshment & Networking
Head - to - Head Q & A
Finding the right technology partner
Shyh Jih Lee
Business Solutions Manager, Asia
ERI Banking Software
  • With the continuing challenge to profitability for many private wealth management firms in Asia, how can a technology solution provider help?
  • What should Asian private wealth managers be doing to take advantage of real innovation/automation, to benefit both clients and the firm’s own profitability?
  • What can digitisation mean for Asian private wealth management firms?
Panel discussion
Will we be able to change our own mind-set – and that of our clients – and focus on long-term goals and portfolio construction?
  • How can we further develop the advisory proposition and make more money out of it?
  • What do we need to do to move away from commissions and towards fee-based models?
  • Will clients embrace this approach?
  • Can the regulatory environment be our friend in driving greater transparency?
  • What will be the impact of the AI regime?
  • 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?
  • How do we make portfolio construction core to the offering?


Michael Stanhope
Chief Executive Officer & Founder

Panel members

Shrikant Bhat
Managing Director, Regional Head of Investment Product

Pascal Meilland
Head of Discretionary Portfolio Management Asia
Indosuez Wealth Management

Victor Lye
Group Head of Independent Financial Advisers & Benefits

Vineet K Vohra
Director & Practice Leader
Arete Financial Partners

Ernest Ong
Senior Consultant

Panel discussion
How will you deliver investment performance and client expectations in 2H 2017?
  • What’s the process to improve performance?
  • Where can we find returns that match investor expectations?
  • Are all the easy wins done with - now the leveraged bond game and others have come to an end?
  • What are the biggest risks for 2H 2017?
  • How will geo-political risks impact the landscape?


Michael Stanhope
Chief Executive Officer & Founder

Panel members

Pankaj Nagrath 
Investment Counselor
Bank of Singapore

Tuck Meng Yee
JRT Partners

Ng Hwee Jan
Regional Head of Equity Research
RHB Asset Management

Forum End