Event Agenda
8.40am
Registration
8.55am
9.00am
Panel Discussion
Wealth management in China – grasping the opportunity
- Who are the players? What’s their USP?
- Where are the biggest opportunities and challenges for the private wealth management industry in China?
- Offshore / onshore. Where is the long-term opportunity?
- What progress is needed to boost the onshore investment proposition?
- Delivering investment products and advice to clients – How can you differentiate yourself?
- What digital expectations do clients have?
- What are the key digital trends and how are they changing the business?
- Are retail investors in China who access funds via digital platforms beginning to diversify away from money-market funds? Will this create opportunities for ETFs and active funds?
9.50am
Presentation
The digital watch or the hand-made Swiss?
- How is private banking developing?
- How do you add value and differentiate yourself?
- What are the different business models you can consider?
10.05am
Presentation
Smarter Humans. Smarter Machines
- The devil is in the data: data quality is the biggest barrier to the adoption and deployment of machine learning.
- AI will be the single greatest enabler of competitive advantage in the financial services sector.
- There is disparity in how technologies are being adopted and used around the world. Financial institutions in the United States and Canada are the front-runners; Asian institutions are more advanced than Europe in some areas, while Europe leads Asia in others.
10.20am
Presentation
The continuing development of Family Offices in China
- Key developments
- Mercer’s insights
- Case studies
10.40am
Head - to - Head Q & A
GOLD – shining brighter every day
- Why is this a good opportunity today?
- What are the key reasons why you should invest in precious metals?
- Where should you keep your Gold?
10.50am
Head - to - Head Q & A
Understanding Blockchain & Cryptocurrency
- What is the Blockchain? How will it affect this industry?
- What is cryptocurrency and is there an investment trend?
- How do we safeguard digital assets like the security we get with traditional investment in shares and bonds?
11.00am
Refreshment & Networking
11.30am
Presentation
International Finance Centres: past, present and future
- How IFCs have evolved and what the future now holds
- Beneficial ownership: what just happened?
- White Paper: The Evolution of family offices in Asia - Views from Asia’s Wealth Management Community
11.45am
Panel Discussion
Trends in Wealth Structuring and Legacy Planning in China
- Curating the right solution for clients – what’s thrown in the mix today?
- What are the most common concerns of HNW & UHNW clients?
- What specific trends are we seeing from Chinese clients?
- How is the importance of International Financial Centre’s changing?
- Are clients 'stress testing' existing trust structures with a particular focus on protecting against external risk: political instability, divorce, bankruptcy etc?
- What is the key driver today for structures?
- Are clients seeking to make their structures simpler or more complex? Why?
- How well prepared are Chinese clients for wealth transition? Is time of the essence?
- In which jurisdictions do Asia’s wealthy prefer to house their structures? Why?
- Why is Asia witnessing a proliferation of single-family offices (SFOs) and multi-family offices (MFOs)?
- What’s the role of Immigration and Residency Planning?
12.30pm
Presentation
Popular Residence and Citizenship Programs for HNWI
- About Henley & Partners
- Alternative options for the HNWIs
- Popular Residence and Citizenship Programs for HNWI
12.50pm
Presentation
Revisiting Family Governance
Will your family destroy your wealth, or will your wealth destroy your family?
Family dynamics should always be considered by Wealth advisers when structuring a wealth succession plan. In this presentation Alice Quek will consider relevant family issues surrounding the succession of wealth, be it family governance, what’s in a family constitution, the impact of divorce, second marriages, balancing the expectations of children or the effects on family wealth of living longer.
1.00pm
Presentation
Food for thought: CRS / AEOI – Practical experiences
- CRS Common Reporting Standard – Developments - Participating vs Permanent Non-Reciprocal Jurisdiction
- AEOI Automatic Exchange of Information - Transparency & Tax Planning – Territorial vs WWI taxation
- AEOI and CRS practical experiences
1.10pm
Lunch & Networking
2.00pm
Forum Ends