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Full Agenda

8.30am
Registration
8.55am
Keynote Address
Chair Opening Remarks: Why we are here!
Malik S. Sarwar
CEO
K2 Leaders
9.00am
Panel discussion
Private wealth management - a time of dramatic change
  • What's your best and worst possible scenario for this industry in the next three years?
  • What’s your USP?
  • How can you transition clients to the next generation of bankers?
  • Which countries are the focus? Which clients are the focus? What segments are the focus?
  • How can you get the right people and proposition in front of the right clients?
  • Is the relationship manager less important today?
  • How do you find new clients?
  • How do clients want to be serviced?
  • What digital expectations do clients have?
  • What talent do you really need?
  • Even though growth is high - do banks rely too much on hiring? Is employing each other’s RMs and ICs becoming much less effective?

Chair

Malik S. Sarwar 
CEO
K2 Leaders

Panel Members

Adam Proctor
Managing Director, Head of Singapore, Australia and New Zealand
Citi Private Bank
Michael Blake
CEO Private Banking Asia
UBP
Anurag Mathur
Head of Retail Banking and Wealth Management, Singapore
HSBC Bank
Pierre Masclet
Asia Chief Executive Officer, Singapore Branch Manager
Indosuez Wealth Management
Alvin Lee
Head of Group Wealth Management & Community Financial Services
Maybank
Vincent Chui
Chief Executive, Morgan Stanley Asia International
Morgan Stanley
9.55am
Head - to - Head Q & A
Global Citizens: Trends and Developments in Investment Migration
Nirbhay Handa, IMCM
Director - GSAT
Henley & Partners
  • Why is the Investment Migration industry booming?
  • Why does Henley & Partners attend the Hubbis events?
  • Where do our clients come from?
  • Why do wealth management firms work with us?
  • How can H&P help your HNWI clients?
  • What are the pitfalls that HNWIs should be aware concerning investment migration?
10.05am
Presentation
Choosing the right investment product for the current market environment
Chinmay Patil
Executive Director, Investment Solutions
Leonteq Securities
  • What is popular with investors at the moment?
  • How investment products can complement your clients´ portfolios
  • Keeping the flexibility
10.15am
Panel discussion
Delivering investment products and advice to clients – time to re-think everything?
  • Transparency, Margins, Costs and Fees – what’s changing?
  • The revenue squeeze is on. Where does your revenue come from in future?
  • What have you got that means you will be here in five years?
  • How do you reconcile the suitability of investment products you sell to your clients with profitability?
  • What’s the future of Discretionary and Advisory Portfolio Management?
  • What digital expectations do clients have?
  • Connecting customer data to market data – what does this mean?
  • What’s the role of technology and AI?
  • Are FinTech’s and Tech Giants threatening our business model?

Chair

Malik S. Sarwar 
CEO
K2 Leaders

Panel Members

Alexandre Bouchardy
Managing Director, Head of Asset Management Singapore and Head of Fixed Income and Equities Asia
Credit Suisse Asset Management
Chee Loong Chong
Wealth Business Leader, Singapore
Mercer
Alexis Calla
Chief Investment Officer
Standard Chartered Private Bank
Tuck Meng Yee
Partner
JRT Partners
John Robson
Chief Commercial Officer
Quantifeed
11.00am
Presentation
Emerging Trends in API / Open Banking
Adrian Williamson
Director - Asia
ERI Banking
11.10am
Refreshment & Networking
11.35am
Panel discussion
Are you ready for the intergenerational wealth transfer?
  • In the transparent and complex world we now live in, what value do clients expect from us?
  • How is the role of international financial centres changing?
  • There is a huge growth in family disputes. What are the opportunities and challenges?
  • What's the role of Insurance? How is this opportunity developing? What does the client need?
  • How important is ‘substance’ today - and what is the role of the International Finance Centre?
  • How can you step up and prove that you had the right solution for the client?
  • Where are we now with CRS and AEOI?
  • How can you demonstrate how important the role of a trustee is?
  • How can you protect wealth in the transition to the next generation?
  • Has Singapore positioned itself in a very smart way?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members

Richard Nunn
Regional Head, East
Jersey Finance
Sean Coughlan
Managing Director
Trident Trust
Lee Wong
Head of Family Services, Asia
Lombard Odier
Harry Ng
Head of Wealth Planning Strategy & Solutions, Asia ex-Japan
Nomura
Woon Shiu Lee
Managing Director & Regional Head of Wealth Planning Family Office & Insurance Solutions
DBS Private Banking
Cara Williams
Senior Partner, Global Leader for Financial Intermediaries and Family Offices
Mercer
Lim Cho Peng
CEO
IPG Financial Services
12.15pm
Presentation
Riding the ESG wave with MSCI
Valentin Laiseca
Head of ASEAN Index Sales
MSCI
  • Analysing ESG fund manager scores with Fundmetrics
  • Implementing ESG in the investment process
  • ESG ideas for structured products
12.25pm
Presentation
Cyprus Island of Opportunities
Ioannis Ioannikiou
Legal Advisor
Casamont Cyprus
  • Cyprus Investment Program
  • Benefits of Cyprus when structuring your wealth
  • Cyprus investment opportunities
12.55pm
Presentation
The World of Physical Gold
Joshua Rotbart
Managing Partner
J. Rotbart & Co.
  • Is gold still relevant today? Who is buying gold these days and why?
  • Aren't gold ETFs good enough?
  • Are cryptocurrencies taking investors' attention as the new gold?
  • Do's and Don'ts of buying physical gold
13.05pm
Lunch
13.50pm
Room A – Workshop
The Human Advantage
  • Trust me - I’m not a robot
  • Relationships rule OK!
  • Why you?
David MacDonald
Head of Learning Solutions
Hubbis
13.50pm
Room B – Workshop
Global Citizens: Trends and Developments in Investment Migration
  • Introduction to the Investment Migration Industry
  • Citizenship-by-Investment: Travel and Settlement Freedom for HNWIs
  • The world’s leading Residence-by-Investment Programs
Nirbhay Handa, IMCM
Director - GSAT
Henley & Partners
Rory McDaid
Client Advisor
Henley & Partners
14.30pm
Room A – Workshop
Enhancing your impact to delight clients!
  • Leverage omnichannel
  • Enhance quality of RM/specialist/sales manager
  • Educate, educate clients
  • Recommend solutions to achieve client goals
  • Become Ritz/Disney of banking
Malik S. Sarwar
CEO
K2 Leaders
14.30pm
Room B – Workshop
Choosing the right investment products
  • What is popular with investors at the moment?
  • How investment products can complement your clients´ portfolios
  • Keeping the flexibility
Chinmay Patil
Executive Director, Investment Solutions
Leonteq Securities
15.10pm
Refreshment & Networking
15.30pm
Panel discussion
Getting Asset allocation right and finding value
  • Where should you be allocated today and why? What’s cheap and what’s expensive?
    •  Equity
    • Fixed income 
    • Currencies
    • Commodities
  • Is excess optimism and overconfidence – driving the markets to impossible levels?
  • Are the U.S. markets and economy in trouble?
  • Are investors overestimating return and underestimating risk?
  • Which sectors can we “reasonably” expect to grow?
  • What are the main investment themes and the products that will be most relevant in 2H 2019?
  • How has the Investment environment changed in Asia from 2017 to 2019?
  • How will you generate income without taking unrealistic risk?
  • How do you think Asian equity market performance will be in 2H 2019?
  • Is there an increasing interest in ESG?
  • What’s the interest of private clients today in;
    • Alternatives
    • Private equity
    • Hedge funds
    • Infrastructure
    • Property

Chair

Malik S. Sarwar 
CEO
K2 Leaders

Panel Members

Haren Shah
Managing Director, Head of Investments
Taurus Wealth Advisors
Ranjiv Raman
Head of Investments
Schroders Wealth Management
Marc Lansonneur
Managing Director, Head of Managed Solutions and Investment Governance
DBS Private Banking
Gary Dugan
Chief Executive Officer
Purple Asset Management
16.15pm
Panel discussion
Interesting and relevant Investment Solutions for 2H 2019
  • What is Security Token Offering (STO) / Digital Security Offering (DSO)? 
  • How do investors benefit from investing in digital securities? 
  • Why are real estate companies are raising money through digital securities offerings? 
  • Is GOLD an interesting asset class today? What’s its role in a client portfolio?
  • What’s the difference between physical and paper gold?
  • How do you generate income today?
  • What cash / money market alternatives exist today?
  • Whats' the outlook for China in 2H 2019?
  • How do you think Asian equity market performance will be in 2019?
  • What new money-market funds have we seen?
  • What developments have we seen for ETFs and Passive funds in Asia?
  • How are you managing risk in Asian equities to improve investment performance?
  • Is a multi-asset strategy still a good bet?
  • What are the thematic investment opportunities that resonate with clients today?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members

Tony Wong
Head of Intermediary Sales
CSOP Asset Management
Joshua Rotbart
Managing Partner
J. Rotbart & Co.
Joanne Siu
ETF Sales Director
Samsung Asset Management
Julian Kwan
Chief Executive Officer
InvestaX
17.00pm
Closing remarks
Chairman’s Closing Remarks: key learnings to apply
Malik S. Sarwar
CEO
K2 Leaders
17.10pm
Forum End