Helping Asian Wealth Management Communities interact

We were delighted to host our 10th annual event in Singapore for the Private Wealth Management Community.

More than 350 CEOs, COOs, Independent Asset managers and other senior practitioners attended – from a mix of local and international Private Banks, Retail Banks, Insurance Companies, Independent Firms & Family Offices, Asset Management Companies, and IFAs.

Thank you to all of our event partners: Henley & Partners, Leonteq Securities, Allfunds, CFA Institute, Casamont Cyprus, DWF Compliance, Hawksford, Butterfield, ERI Banking Software, InvestaCrowd, Jersey Finance, Sun Life Financial, Trident Trust, CSOP Asset Management, GMO, Global Precious Metals. International Planning Group, J. Rotbart & Co., MSCI, Orbium, Quantifeed and Swissquote.

Hubbis events are –

FUN, CONSISTENT, RELEVANT, ENGAGING AND UNIQUE

May 23

Asian Wealth Management Forum 2019

Pan Pacific Hotel, Singapore

Featured sponsors
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A community of leading organisations within Asian Wealth Management

Featured speakers
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Senior figures in Asian Wealth Management are speaking at this event

Adam Proctor

Citi Private Bank

Adrian Williamson

ERI Banking

Alexandre Bouchardy

Credit Suisse Asset Management

Alexis Calla

Standard Chartered Private Bank

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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Experience our latest event for yourself

Digital Wealth Asia Forum 2019

Pan Pacific Hotel,Singapore

We were delighted to host our annual event in Hong Kong for the Digital Community in Wealth Management.

More than 300 CEOs, senior management, product gatekeepers and RM’s at Private Banks, Retail Banks, IFAs. Independent Asset Management Firms (IAM), Ex...

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Event Agenda
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Morning

  • 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

  • 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

    Founder & Chief Executive Officer

    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

Afternoon

  • 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

    David MacDonald

    Head of Learning Solutions

    Hubbis

  • 13.50pm

    Room B – Workshop - Global Citizens: Trends and Developments in Investment Migration

    Nirbhay Handa, IMCM

    Director - GSAT

    Henley & Partners

    Rory McDaid

    Client Advisor

    Henley & Partners

  • 14.30pm

    Room A – Workshop - Enhancing your impact to delight clients!

    Malik S. Sarwar

    CEO

    K2 Leaders

  • 14.30pm

    Room B – Workshop - Choosing the right investment products

    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

    The Global CIO Office

  • 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

    Founder & Chief Executive Officer

    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

May 23

Asian Wealth Management Forum 2019

Pan Pacific Hotel,Singapore

Speakers

Adam Proctor

Citi Private Bank

Adrian Williamson

ERI Banking

Alexandre Bouchardy

Credit Suisse Asset Management

Alexis Calla

Standard Chartered Private Bank

Alvin Lee

Maybank

Anurag Mathur

HSBC Bank

Cara Williams

Mercer

Chee Loong Chong

Mercer

Chinmay Patil

Leonteq Securities

Lim Cho Peng

IPG Financial Services

David MacDonald

Hubbis

Dr. Silvio Struebi

Simon-Kucher & Partners

Gary Dugan

The Global CIO Office

Haren Shah

Taurus Wealth Advisors

Harry Ng

Nomura

Ioannis Ioannikiou

Casamont Cyprus

Joanne Siu

Samsung Asset Management

John Robson

Quantifeed

Joshua Rotbart

J. Rotbart & Co.

Julian Kwan

InvestaX

Lee Wong

Lombard Odier

Malik S. Sarwar

K2 Leaders

Marc Lansonneur

DBS Private Banking

Marcus Hinkley

Hawksford

Martina Troppmair

Hawksford

Michael Blake

UBP

Nicolas Mathier

Global Precious Metals

Nirbhay Handa, IMCM

Henley & Partners

Pierre Masclet

Indosuez Wealth Management

Ranjiv Raman

Schroders Wealth Management

Richard Nunn

Jersey Finance

Rory McDaid

Henley & Partners

Sean Coughlan

Trident Trust

Tony Wong

CSOP Asset Management

Tuck Meng Yee

JRT Partners

Valentin Laiseca

MSCI

Vincent Chui

Morgan Stanley

Lee Woon Shiu

DBS Private Banking

May 23

Asian Wealth Management Forum 2019

Pan Pacific Hotel,Singapore

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May 23

Asian Wealth Management Forum 2019

Pan Pacific Hotel,Singapore

Summary

We are delighted to host our 10th annual event for the private wealth management community in Singapore.

We have refreshed the format for the event – and we think it’s particularly relevant at a time of so much change and opportunity for the industry.

We have designed the forum – along with the presentations, workshops, case studies and panel discussions – to bring together key market participants to discuss and debate the current positioning, role, opportunities, challenges and outlook for wealth management in Asia.

5 highly relevant panel discussions;

  • Private wealth management - a time of dramatic change
  • Delivering investment products and advice to clients – time to re-think everything?
  • Are you ready for the intergenerational wealth transfer?
  • Getting Asset allocation right and finding value
  • Interesting and relevant Investment Solutions for 2H 2019

 

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 delivered in a blended way between digital and human touch-points, is critical. Yet with the next generation increasingly important – both in size and influence – there is a pressing need to find the right solutions.

The event is attended by CEOs, senior management, product gatekeepers and business unit heads across 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.

The value of a differentiated approach in the form of genuinely independent advice is certainly becoming clearer – both to clients as well as private bankers.

Can wealth mangers raise their game and address the ongoing challenges they face in scaling their businesses? These include: more clearly defining business models; finding more clients; creating more clarity over fee models; attracting more competent and experienced private bankers; driving revenue in challenging and choppy markets; and keeping costs under control

Topics we will discuss;

Specific questions we will cover include;

  • How must you refine and redefine your value proposition today?
  • How can you differentiate yourself today as an individual and organisation?
  • How do you reconcile the suitability of investment products you sell to your clients with profitability?
  • Do you think the internal processes of wealth managers and private banks in Asia enables them to move with the times?
  • What's your best and worst possible scenario for this industry in the next three years?
  • What are the main opportunities that will continue to drive growth in private wealth management in Singapore?
  • What are the challenges that will prevent growth in private wealth management in Singapore?
  • In comparison to ten years ago; What has changed in private wealth management in Singapore? What has not changed?
  • Status Quo; to what extent has the value proposition got to change in the next ten years? And what competitive threats should we be concerned about?

 

Focussed discussions on these issues -

  • The diverse needs of wealthy Asian Families as they consider and then execute legacy and succession planning are fraught with many emotional, family-specific and also technical considerations. We will debate the whys and wherefores and how insurance solutions can play their part. Moreover, Asia's wealthy are increasingly global in their spread of businesses, property, investible assets, lifestyles and family members, all bringing more complexity and potential pitfalls to the process.
  • What are the specific needs of Asian clients?  How to make the most of the significant growth of new wealth in China - which requires more sophisticated investment strategies - as well as more independent advice from professional wealth managers.
  • How can we make the most of the rising affluent population in Asia - especially the emerging younger generation of entrepreneurs?
  • How is Singapore positioning itself as a wealth management hub serving Asian countries?
  • Innovation, digitalization & personalization of the offering.
  • Limitations of working with one platform, limited suite of products and limited engagement points with the clients who have increasing complexity of requirements.
  • Consolidation in the Private Banking Industry paving way for increase in growth of Independent Asset Managers.
  • Opportunities to invest in private markets. As more and more IPOs are shelved, banks retrench from lending freely and private debt funds take their share of the pie, will we see the private side of investment, advice and structuring to continue to grow.
  • Family offices: As Singapore positioning itself as a FO hub? FOs are likely to become an important component of UHNW business growth in Singapore. Key drivers.
  • As Private Banks expand, Will they alienate the senior bankers and top clients? As regulators crack down, large banks will continue to overcompensate allowing the smaller players more room to operate. Wealth boutiques can also take advantage of new fintech platform opportunities.
  • Will a lack of real talent and experienced wealth management practitioners and an overly regulated industry environment drive AUM to other regional booking centers?

 

May 23

Asian Wealth Management Forum 2019

Pan Pacific Hotel,Singapore

Event Highlight

We were delighted to host our 10th annual event in Singapore for the Private Wealth Management Community. More than 350 CEOs, COOs, Independent Asset managers and other senior practitioners attended – from a mix of local and international Private Banks, Retail Banks, Insurance Companies, Independent Firms & Family Offices, Asset Management Companies, and IFAs.

Thank you to all of our event partners: Henley & Partners, Leonteq Securities, Allfunds, CFA Institute, Casamont Cyprus, DWF Compliance, Hawksford, Butterfield, ERI Banking Software, InvestaCrowd, Jersey Finance, Sun Life Financial, Trident Trust, CSOP Asset Management, GMO, Global Precious Metals, International Planning Group, J. Rotbart & Co., MSCI, Orbium, Quantifeed and Swissquote.

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.

 

CONTENT HIGHLIGHTS

Video Highlights

Video Highlights Summary PDF

Exclusive Insights

Testimonials

I Love Wealth Management

Photos

Event summary

Panel discussions

Presentations & Workshops

Videos

Post event Supplement

 

POST-EVENT REPORT

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.

 

EVENT SUMMARY

Asian Wealth Management Forum Singapore 2019 Summary
Hubbis is delighted to have hosted our 10th annual event for the private wealth management community in Singapore.

 

VIDEO HIGHLIGHTS - Videos

We asked leading industry experts - what are the opportunities and challenges for the year ahead? View the combined video highlights, or click on the links to view the individual videos.

Full Video Highlights
Video Highlights Summary PDF

I Love Wealth Management
Testimonials

Pierre Masclet, Asia Chief Executive Officer, Singapore Branch Manager, Indosuez Wealth Management
Anurag Mathur,Head of Retail Banking and Wealth Management, Singapore, HSBC Bank
Alvin Lee, Head of Group Wealth Management & Community Financial Services, Maybank
Malik S. Sarwar, CEO, K2 Leaders
Cara Williams, Senior Partner, Global Leader for Financial Intermediaries and Family Offices, Mercer
Marc Lansonneur, Managing Director, Head of Managed Solutions and Investment Governance, DBS Private Banking
Gary Dugan, Chief Executive Officer, Purple Asset Management
Ranjiv Raman, Head of Investments, Schroders Wealth Management
Haren Shah, Managing Director, Head of Investments, Taurus Wealth Advisors
Tony Wong, Head of Intermediary Sales, CSOP Asset Management
Joshua Rotbart, Managing Partner, J. Rotbart & Co.
Julian Kwan, CEO, InvestaCrowd
John Robson, Chief Commercial Officer, Quantifeed
Tuck Meng Yee, Head of Investment Solutions Asia, Allfunds
Lee Woon Shiu, Managing Director & Regional Head of Wealth Planning Family Office & Insurance Solutions, DBS Private Bank
Laurence Lancaster, Barrister-at-law, Group Head of Tax, Sovereign Group
An Kelles, Business Development, Jersey Finance

 

EXCLUSIVE INSIGHTS: ​​​

We asked leading industry experts for their exclusive and incisive insights. Click on the links to view the individual videos:

Exclusive Insights PDF

Malik S. Sarwar, CEO, K2 Leaders
What's your best and worst possible scenario for this industry in the next three years?

Pierre Masclet, Asia Chief Executive Officer, Singapore Branch Manager, Indosuez Wealth Management
What digital expectations do clients have?

Anurag Mathur, Head of Retail Banking and Wealth Management, Singapore, HSBC Bank
How do clients want to be serviced?

Alvin Lee, Head of Group Wealth Management & Community Financial Services, Maybank
How do you find new clients?

Ranjiv Raman, Head of Investments, Schroders Wealth Management
How do you think Asian equity market performance will be in 2H 2019?

Laurence Lancaster, Barrister-at-law, Group Head of Tax, Sovereign Group
In the transparent and complex world we now live in, what value do clients expect from us?

An Kelles, Business Development, Jersey Finance
How is the role of international financial centres changing?

Julian Kwan, CEO, InvestaCrowd
What does InvestaCrowd do?
What is Security Token Offering (STO) / Digital Security Offering (DSO)?
How do investors benefit from investing in digital securities?

John Robson, Chief Commercial Officer, Quantifeed
What’s the role of technology and AI?

Tuck Meng Yee, Head of Investment Solutions Asia, Allfunds
Connecting customer data to market data – what does this mean?

Lee Woon Shiu, Managing Director & Regional Head of Wealth Planning Family Office & Insurance Solutions, DBS Private Bank
Where are we now with CRS and AEOI?
Has Singapore positioned itself in a very smart way?

Valentin Laiseca, Head of ASEAN Index Sales, MSCI
What’s the growing relevance of ESG in Asian Wealth Management?
Is there any evidence that investing in ESG investment products delivers additional performance?

Gary Dugan, Chief Executive Officer, Purple Asset Management
Are investors overestimating return and underestimating risk?

Marc Lansonneur, Managing Director, Head of Managed Solutions and Investment Governance, DBS Private Banking
Is there an increasing interest in ESG?
How will you generate income without taking unrealistic risk?

Haren Shah, Managing Director, Head of Investments, Taurus Wealth Advisors
Are investors overestimating return and underestimating risk?
What are the main investment themes and the products that will be most relevant in 2H 2019?

Joanne Siu, ETF Sales Director, Samsung Asset Management
Is a multi-asset strategy still a good bet?
What are the thematic investment opportunities that resonate with clients today?

Joshua Rotbart, Managing Partner, J. Rotbart & Co.
Is gold still relevant today? Who is buying gold these days and why?
Are cryptocurrencies taking investors' attention as the new gold?
Do's and Don'ts of buying physical gold

Tony Wong, Head of Intermediary Sales, CSOP Asset Management
What developments have we seen for ETFs and Passive funds in Asia?

 

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.

Private Wealth Management in Asia: Adapting at a Time of Dramatic Change
A high-powered panel of private banking leaders in Asia assembled at the first panel of the day at the Hubbis Asian Wealth Management Forum in Singapore to offer their expert insights on the evolution of the wealth management model, and how that impacts their business in the region.

Panel Members
Malik Sarwar, CEO, K2 Leaders
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

Delivering Investment Products and Advice to Clients in Asia – the Optimal Approach
A panel of eminent wealth management experts gather for a discussion at the Hubbis Asian Wealth Management Forum to debate the role of technology in delivering wealth management solutions and whether passive will rule, or active and discretionary strategies will continue to play a role, or grow in importance.

Panel Members
Malik S. Sarwar, CEO, K2 Leaders
Chee Loong Chong, Wealth Business Leader, Singapore, Mercer
Alexandre Bouchardy, Managing Director, Head of Asset Management Singapore and Head of Fixed Income and Equities Asia, Credit Suisse
Alexis Calla, Chief Investment Officer, Standard Chartered Private Bank
Tuck Meng Yee,Head of Investment Solutions Asia, Allfunds
John Robson, Chief Commercial Officer, Quantifeed

The Rising Importance of Wealth Solutions and Planning for Asia’s HNWIs
A panel of experts gave their insights to the increasingly important subject of encouraging Asia’s HNWIs and their families to organise robust, compliant wealth and legacy planning. The delegates at the Hubbis Asian Wealth Management Forum heard from the professionals about the need to plan years, even decades ahead. But also to incorporate flexible structures that allow adaptation to further regulatory changes, as well as the possibly unexpected needs of the younger generations who will inherit so much of Asia’s vast, and rapidly growing private wealth. They also learned of the crucial importance of trust, professionalism, and empathy in building out the wealth planning conversations and constructing viable and compliant succession planning. And they heard the communication is not always so easy with the Asia clientele, who have historically held their cards close to their chests.

Panel members
Lee Wong, Head of Family Services, Asia, Lombard Odier
Lee Woon Shiu, Managing Director & Regional Head of Wealth Planning Family Office & Insurance Solutions, DBS Private Bank
Lim Cho Peng, CEO, IPG Financial Services
Harry Ng, Head of Wealth Planning Strategy & Solutions, Asia ex-Japan, Nomura
Richard Nunn, Head of Business Development, Jersey Finance
Sean Coughlan, Managing Director, Trident Trust
Cara Williams, Senior Partner, Global Leader for Financial Intermediaries and Family Offices, Mercer

The Quest for Optimal Asset Allocation for Asia’s HNWIs
A ‘Fab Four’ of investment experts at the fourth discussion of the Hubbis Asian Wealth Management Forum surveyed the prevailing themes and trends facing investors in the current uncertain conditions. They looked across at the US markets, where valuations appear stretched but momentum is still in its favour. They looked at Europe, which offers pockets of value, but considerable political and economic challenges. And they surveyed Asia, where valuations are modest and economic growth robust, but where momentum has yet to propel an upward re-valuation. And they looked across at the alternative, illiquid markets, including private equity, precious metals and other assets, to see how they fit into a well-adapted portfolio. The overriding conclusion was that these somewhat uncertain times offer opportunity, not a cause for dismay.

Panel Members
Malik SarwarCEO, K2 Leaders
Haren Shah, Managing Director, Head of Investments, Taurus Wealth Advisors

Marc Lansonneur, Managing Director, Head of Managed Solutions and Investment Governance, DBS Private Banking
Ranjiv Raman, Head of Investments, Schroders Wealth Management
Gary Dugan, Chief Executive Officer, Purple Asset Management

Innovative, Interesting and Relevant Investment Solutions for Asia’s HNWIs
A panel of experts at the Hubbis Asian Wealth Management Forum considered several key asset classes, strategies and technologies that are already impacting the Asian wealth management markets, or that soon will, from the digitisation of illiquid assets to the broadening universe of ETF strategies, and the growth of physical gold investments.

Panel members
Joanne Siu, ETF Sales Director, Samsung Asset Management
Julian Kwan, CEO, InvestaCrowd
Tony Wong, Head of Intermediary Sales, CSOP Asset Management
Joshua Rotbart, Managing Partner, J. Rotbart & Co.

 

EVENT CONTENT - Presentations & Workshops

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 the web versions of these – from which you can also access the 1-page PDFs.

Henley & Partners: Working with Asia’s HNWIs and Wealth Managers to Promote Investor Migration
Nirbhay Handa, Henley & Partners country head covering NRI, Sri Lanka & Bangladesh addressed the audience at the Hubbis Asian Wealth Management Forum to highlight the many appeals of secondary citizenship or residency around the world. The story she highlighted is very compelling for so many of the world’s wealthy, with an estimated 34% of the globe’s HNWIs already holding one of these alternatives. And as the world’s leading investor migration consultancy, she reported that Henley is ideally positioned across Asia as experts on the programmes on offer and experts at working with Asian HNWI clients and families to achieve their goals.
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Leonteq: Helping Wealth Managers Choose the Best SPs for their Asian Clients
Chinmay Patil, Executive Director, Investment Solutions for Leonteq Securities, is passionate about structured products and their ability to enhance both returns and safety for investment portfolios. He told delegates at the Hubbis Asian Wealth Management Forum how Leonteq works closely with the private banks and wealth managers to help them work with their HNWIs clients to build optimal structured product (SP) solutions. He emphasised the technical expertise of the firm, its digital excellence, and also its human face. 

ERI Banking Software: Emerging Trends in API and Open Banking, Implications for Asia
Adrian Williamson, Director for Asia at ERI Banking Software, is a believer. His credo is that the key driving factors on the road to winning customers’ trust and to providing better products and services include data, process and policy transparency, while at the same time maintaining data security. To achieve these goals, it is vital to adopt, invest in and implement new open banking systems. He told the audience at the Hubbis Asian Wealth Management Forum exactly why they too should put their faith in this evolutionary trend.
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Riding the ESG Wave: Wealth Management Industry Catching Up with Global Trend
“When the last tree is cut down, the last fish eaten, and the last stream poisoned, you will realise that you cannot eat money.” This apparently is a Native American saying, which MSCI’s Valentin Laiseca highlighted when giving his talk on Environment, Social & Governance (ESG) investing at the Hubbis Asian Wealth Management Forum. He is Head of ASEAN Index Sales and told the audience how MSCI provides ESG ratings and how the firm then analyses ESG fund manager scores with its Fund Metrics products. He explained how fund managers and other investors can implement ESG in their investment processes, and even how ESG can be incorporated into structured products.
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Cyprus: The Island of Investment, Citizenship and Residence Opportunity
Ioannis Ioannikiou, Legal Adviser for Casamont Cyprus, is an energetic advocate of the virtues of Cyprus as an investment and alternative citizenship destination for Asia’s HNWIs. Not only does Cyprus offer a fast-track to a new EU passport, but the investment required can mostly be in the form of real estate, and as the island is benefitting from robust growth in tourism and leisure – with a major new casino resort on the way – there are good opportunities for both income and capital gains. Add to that the appeals of a benign tax regime, and it makes a compelling case to consider. Ioannikiou was in Singapore recently to give his insights to delegates at the Hubbis Asian Wealth Management Forum.
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Gold – the Emotional Commodity that Ideally Fits Asia’s HNWI Portfolios
Joshua Rotbart, Managing Director of precious metals firm J. Rotbart & Co, is passionate about his chosen profession. He says gold can be seen as an ‘emotional commodity’, a term he coined, as gold is something that people not lonely aspire to, but because as a store of value for investors it has even more appealing qualities. He told the audience at the Hubbis Asian Wealth Management Forum in Singapore how he is a ‘gold person, not a financial person’ and that he sees from history how gold will always be valuable, and the longer someone keeps it, the more it will appreciate. He said gold might not make people rich unless they speculate, but that it will help wealthy people and their families retain their fortunes.
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Hawksford: Gearing Asia’s HNWIs up to the Challenges of Family Governance
Marcus Hinkley is Head of Private Client Services for Asia at Hawksford, focusing on HNWIs and their business and estate planning needs. Having worked at some of the top private client law firms in New Zealand, the BVI, Cayman Islands, Guernsey and Singapore, he offered delegates at the Hubbis Asian Wealth Management Forum the benefit of his insights into the growing prominence of structured family governance for Asian clients.

K2 Leaders CEO on Optimal Approaches to Delighting and Retaining Clients
Malik Sarwar, CEO of wealth management firm K2 Leaders and Chairman of Hubbis, believes that professionals in the wealth management industry should focus their efforts on becoming the primary adviser to their valued clients. He presented a detailed and engaging Workshop at the Hubbis Asian Wealth Management Forum in Singapore highlighting his personal views on how professionals in the wealth management industry can enhance their levels of expertise, service quality and client-responsiveness and thereby win the role as the primary adviser to their clients. He explained what he calls his five levers of growth, as well as the key attributes and habits of effective advisers. He advised delegates to focus on becoming a differentiated adviser via continuous self-enhancement, being empathetic with their clients and then offering ideas and simple solutions for their needs.

Hubbis’ Head of Learning on Accentuating the Human Advantage in Wealth Management
David MacDonald, Head of Learning Solutions for Hubbis, is a passionate believer in the power of the human. He believes that in the world of wealth management professionals should not be in the least part fearful of the digital revolution, but should use technology to enhance their skills, the delivery, their communication and thereby future-proof their roles and their careers. People need people, he believes, and he projects that this will long be the case, so professionals in this industry should enhance and emphasise their uniquely human skills while leveraging technologies to improve their own capabilities and proposition. And he advised the delegates at the Hubbis Asian Wealth Management Forum in Singapore that all this should take place against the backdrop of a well-formulated plan.
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May 23

Asian Wealth Management Forum 2019

Pan Pacific Hotel,Singapore