We were delighted to host our 8th Asian Wealth Management event in Hong Kong.  Over 375 CEOs, COOs, CIOs, senior management, asset managers, and advisors attended – from a mix of Private Banks, Retail Banks, Asset Management, Insurance Companies, Independent Firms & Family Offices, and IFAs.

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



Video Highlights

Video Highlights Summary PDF


Event summary

Panel discussions

Presentations & Wealth TALKS





You might also like to view the full Post-Event Report – which is a consolidated summary, including photos of speakers & delegates, the attendee profiles & some delegate feedback, polling results, and more. 



Opportunities and challenges amidst Asia’s wealth explosion

The Hubbis Asian Wealth Management Forum of February 27 produced much lively discussion on the state of the Asian wealth industry, as well as plenty of fascinating insights into global and Asian markets, both mainstream and alternative.

Preparing Asian wealth managers for the future

Malik Sarwar, CEO of K2 Leaders, closed the Hubbis Asian Wealth Management Forum of February 27, 2018 with a brief summary of some of the valuable messages for the wealth industry that he had heard throughout the day.



At the Forum we interviewed leading industry experts. 
Full Video Highlights
Video Highlights Summary PDF
I love wealth management

Their individual interviews can be accessed below: 

Kees Stoute, EFG Bank
Stewart Aldcroft, Citi Trust
Michael Benz, Synpulse
Peter Stein, Private Wealth Management Association
Jennifer Lai, Henley & Partners
Nicolas Mathier, Global Precious Metals 
Jonathan Larsen, Ping An Group
Jennifer Zeng, Bain & Company
Monica Lee, Triumph Capital International
Michael Olesnicky, KPMG
Howard Bilton, Sovereign Group
Rachel Troublaiewitch, Paning Centennial Foundation
Gez Owen, Hubbis
Tony Wong, CSOP Asset Management
Nick Pollard, CFA Institute
Hanna Raftell, Altitude22
Aman Dhingra, UBP
Michael Levin, Credit Suisse Asset Management


EVENT CONTENT - Panel discussions

We held 5 interactive panel discussions throughout the day – which involved senior industry practitioners who we invited to participate and share their thoughts. We have also incorporated into the summaries below the briefing notes which speakers sent to us in advance of the event. Plus, we have included the results of audience polling as well as questions we received from delegates. Click on each headline to view the PDFs.


The what and how of differentiated WM 2.0
Numerous challenges face the wealth management industry in Asia, including regulatory tightening, competition from fintech companies, the growing threat from Big Tech, and the rise of family offices.

Panel Members
Malik Sarwar (chair), CEO, K2 Leaders
Kees Stoute, Chief Executive Officer, North Asia, EFG Bank
Alan Luk, Head of Private Banking & Trust Services, Hang Seng Bank
Vincent Chui, Managing Director, Head of Asia Institutional Equity Distribution & Private Wealth Management, Morgan Stanley
Simon Lints, Chief Executive Officer - Singapore, Schroders Wealth Management
Sung June Hwang, Head of Products and Services, Credit Suisse Private Banking
Michael Benz, Senior Advisor, Synpulse
Peter Stein, Managing Director, Private Wealth Management Association


What Role Will Hong Kong Play in the Future Access to China’s Wealth?
China’s immense wealth and rapidly growing HNW population means it is fast becoming a key focus in the global wealth industry. Can Hong Kong based local and global firms compete with China’s giant banks and other home-grown entrants?

Panel members
Malik Sarwar (chair), CEO, K2 Leaders
Jonathan Larsen, Chief Innovation Officer, Ping An Group Chairman and CEO , Ping An Global Voyager Fund, Ping An Group
Kevin Huang, Head of Global Private Banking, China Merchants Private Bank
Jennifer Zeng, Partner, Head of Financial Service, Greater China, Bain & Company
Janet Li, Wealth Business Leader, Asia, Mercer
Monica Lee, Partner / President, Triumph Capital International
Stewart Aldcroft, Chairman, Cititrust Limited Senior Advisor & Managing Director, Citi Markets & Securities Services, Citi Trust


The Art and Science of Wealth Solutions
The third panel discussion addressed the current ‘state-of-the-art’ for wealth management solutions in Asia. The wide-ranging discussion unearthed some subtle changes taking place, as well as some key challenges.

Panel members
John Wong, Partner, China and Hong Kong, Private Client Services Leader Tax Services, PwC
Kevin Lee, Partner, Zhong Lun Law Firm
Michael Olesnicky, Partner, Senior Advisor, KPMG
Howard Bilton, Chairman, Sovereign Group
David Varley, Chief High Net Worth Officer, Sun Life Hong Kong, Sun Life Financial
Patricia Woo, Partner, Squire Patten Boggs


Product Gatekeepers - Are We Really Focused on Long-Term Value?
Product gatekeepers in the Asian wealth management industry are facing many competitive, sometimes existential, threats. Can wealth firms truly help their clients create long-term value. 

Panel members

Malik Sarwar (chair), CEO, K2 Leaders
Tariq Dennison, Investment Adviser, GFM Asset Management
Jaye Chiu, Senior Managing Director, Head of Investment, EFG Bank
Guy Uding, Chief Investment Officer and Co-Founder, Axial Partners
Adam Cowperthwaite, Managing Director, Head of Capital Markets – Asia Pacific, Citi Private Bank
Frank Henze, Practice Lead - Financial Services IT, Trimantium GrowthOps
Aman Dhingra, Head of Advisory, Singapore, UBP
Nick Pollard, Managing Director, Asia Pacific, CFA Institute


What Products and Strategies will be best for HNW clients in 2018?
As talk of market corrections becomes ever louder, should wealth managers be advising and structuring more cautious portfolios for their clients? Too much caution, however, could spell lost opportunity if markets continue their multi-year strength.

Panel members

Michael Levin, Head of Asset Management, Asia Pacific, Credit Suisse Asset Management
Lincoln Chow, Director, Head of Sales, Hong Kong & Singapore, Financial Institutions Marketing, Commerzbank
Nicolas Mathier, Managing Partner, Global Precious Metals
Tony Wong, Head of Intermediary Sales, CSOP Asset Management
Ashok Kothari, Manager, Horizon Partners
Sebastien Brown, Investment Specialist, BNY Mellon


EVENT CONTENT - Presentations & Wealth TALKS

Below are summaries of the Presentations and Wealth TALKS delivered at the event. These were 10-minute slots hosted either by senior industry practitioners who we invited to speak (Wealth TALKS), or by some of our event partners (Presentations). Also listed with each summary are links to the presentation slides (where these are made available by speakers). Click on each headline to view.

Women and Wealth – Why it matters and what can Private Banks do?
Hanna Raftell, Co-Founder of Hong Kong based coaching service firm Altitude22, sees a world of opportunity for Asia’s wealth management industry to focus on women’s growing affluence.
View slides

Residence and Citizenship Planning for Asian Families - an Overview
Jennifer Lai, Managing Partner and Head of North Asia at Henley & Partners (Henley), uncovers the core reasons for Asian families looking to overseas residence and citizenship.
View slides

Tech Stocks: Boom or Bubble?
Andy Budden, Investment Director of Capital Group, believes that despite elevated prices and the return of market volatility, tech stocks still hold great value.
View slides

How Regulation is Transforming ETF Trading across Regions
Antoine de Saint Vaulry, Director and Head of ETF & Flow Trading for Asia Pacific at Commerzbank, is a strong advocate of the value of ETFs to HNW portfolios.
View slides

Asia ex Japan – From Emerging to Leading
Ben Sheehan, Senior Product Specialist covering Asian Equities at HSBC Global Asset Management, believes that Asia ex Japan is undergoing a re-rating that is entirely merited.
View slides

Challenges arising from the UK Criminal Finances Act 2017
Gez Owen, Managing Director & General Counsel for Hubbis, warned the audience of new UK regulations that have wide-ranging implications.
View slides



Leading Residence and Citizenship-By-Investment Programmes
Jennifer Lai, Managing Partner and Head of North Asia at Henley & Partners (Henley), organised a Workshop on leading residence and citizenship by investment programmes around the world. She zoomed in on seven key countries.

View slides

The World is Still Open for Business
Andy Budden, Investment Director at Capital Group, presented a Workshop on the globalisation of technology companies and their importance to HNW portfolios.




"The Asian Wealth Management Forum organized by Hubbis offers great chance for practitioners of the private wealth management sector to communicate and share differentiated perspectives and learn from the sectors best practices. For China Merchants Bank, we are happy to meet with peers on this platform."

Kevin Huang, Head of Global Private Banking, China Merchants Bank Private Banking


“I always enjoy Hubbis events. The presentations are timely and keep me up-to date about new developments in the wealth management industry. And they are short and to-the-point, and cover a wide range of topics.”

Michael Olesnicky, Partner, Senior Advisor, KPMG


“Hubbis panels balance diverse, and sometimes cutting-edge and controversial points of view across the financial industry.”

Tariq Dennison CFP, Investment Advisor, Retirement Portfolios, 


"Good bird's eye view of industry dynamics, changing business models and impact of technology on industry participants." 

Atiya Habib, Managing Partner, Virtuoso Group


"Very informative forum with a good opportunity to share with your peers"
"Very well organised event with timely topics and a lot of enthusiastic opinions being given to the audience. Good balance between panels & presentations and networking..."
"It was a well organised event. The topics were relevant and speakers knowledgeable. The pace was fast and kept the audience engaged. Look forward to the next one."

Anonymous feedback from the event attendees