We were delighted to host our annual Digital Wealth event in Singapore – at a time when financial institutions are re-assessing their strategies and engagement of all kinds of technology.
 
330 CEOs, COOs, heads of technology / digital, and other senior practitioners attended – from a mix of Private Banks, Retail Banks, Insurance Companies, Independent Firms & Family Offices, Asset Management Companies, and IFAs.
 
Many thanks again to those people who participated in and attended the event, and also to our partners

 

Jun 16

Digital Wealth - Asia 2016

Singapore

Featured Partners
All Partners

A community of leading organisations within Asian Wealth Management

Featured speakers
All event speakers

Senior figures in Asian Wealth Management are speaking at this event

Jason Hoang

IRESS

Valerie Bruce

Quilter International

Peter McMillan

Thomson Reuters

Stefan Arn

UBS Wealth Management

Neal Cross

DBS Bank

Sandipan Ray

Deutsche Bank Wealth Management

Eddy Tai

Bank of Singapore

Mark Nelligan

Pershing Singapore, a BNY Mellon company

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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Event Agenda
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  • 8.40am

    Registration

  • 9.00am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.10am

    Presentation - Digital enablement - redefining the client experience

    Mark Nelligan

    Chief Executive Officer

    Pershing Singapore, a BNY Mellon company

    • Mark will share insights on how digital enablement is reshaping the adviser and client experience, and deepening engagement
  • 9.20am

    Panel discussion

    Technology - its role in the future of wealth management

    • What should CEOs be thinking about today?
    • What is your digital strategy?
    • How will you change the client experience?
    • Does anyone have a clear and differentiated digital strategy?
    • How can we ‘walk the talk’?
    • What’s the real priority when investing in technology?
    • How do we measure the success of our digital wealth initiatives?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Stefan Arn

    Chief Information Officer, UBS Wealth Management and UBS Switzerland & Group IT Head for Strategic Regulatory Initiatives

    UBS Wealth Management

    Sandipan Ray

    Managing Director, Chief Technology Officer DeAWM

    Deutsche Bank Wealth Management

    Luke Janssen

    Founder and Executive Chairman

    Tigerspike

    Nagaraj Prasadh

    Country Head

    Intellect Design Arena

    Sanjoy Sen

    Managing Director, Retail Banking, Asia Pacific

    ANZ

    Eddy Tai

    Global Head of Operations and Technology

    Bank of Singapore

  • 10.05am

    Presentation - The core building blocks of the wealth management model of the future

    Alessandro Tortelli

    Engagement Lead

    Appway

    • A strategy executive of a global bank said in a recent study: “Relationship managers fear digital. We must educate, educate, educate, and show them the benefits.”
    • We will show you how Digital Banking empowers advisors and customers to collaborate remotely, in-person, or in a digital-physical moment, facilitating advisory across all touchpoints for intuitive full-, self-, or joint servicing.
  • 10.15am

    Presentation - EY’s Global Wealth Management Survey 2016​

    Jeroen Buwalda

    Partner, APAC Wealth and Asset Management Advisory Lead

    EY

    • EY’s wealth management practice surveyed more than 2,000 individual clients and 60 wealth management senior executives globally to demystify client experience and uncover potential revenue opportunities for wealth managers
    • There is approximately USD120 trillion of client assets managed by global wealth managers, and 4 out of 10 clients are open to switching wealth managers under the right circumstances
    • This represents a USD175 billion to USD200 billion global revenue opportunity for those firms willing to make strategic investments to deliver a superior client experience, while others may find themselves at risk of losing a substantial portion of their current business
  • 10.25am

    Refreshment & Networking

  • 10.55am

    Panel discussion

    Change management or change the management?

    • Do we have the right mind-set to foster and drive change?
    • Who’s got it right so far? And who hasn’t?
    • What do you need to do to motivate and infect large numbers of people in your organisation with the digital ‘bug’?
    • How do we go from planning to innovation to transformation?
    • Do it yourself, or get help from outside?

     

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Pranav Seth

    Head, Digital & Innovation

    FRANK by OCBC

    Evy Theunis

    Managing Director - Regional Head Customer Segment and Customer Science

    DBS Bank

    Valerie Bruce

    E-Business Specialist

    Quilter International

    Urs Lichtenberger

    Managing Director - Head Client & Front Office Platform,

    Credit Suisse Private Banking

    Dirk P Sibiet

    Country Technology Officer, Singapore & UAE ABN

    ABN AMRO Bank

  • 11.40am

    Presentation - One year into the digital private banking journey at Credit Suisse

    Urs Lichtenberger

    Managing Director - Head Client & Front Office Platform,

    Credit Suisse Private Banking

    • What new functionalities and benefits have been rolled out to clients since the launch of our award-winning digital private banking platform one year ago?
    • What is the latest on user experience?
    • How are clients using the Credit Suisse Digital Private Banking platform, and how has this changed the way we interacted with them?
    • What’s next for the platform?
  • 11.55am

    Presentation - What IF an Uber Wealth was born?

    Jaideep Billa

    Chief Executive Officer and President, Intellect Wealth Management (iWealth)

    Intellect Design Arena

    • The promise of digital in context of wealth management
    • Digital wealth – elements for innovation and transformation
    • From wealth management to returns management
    • From relationship management to assisted advisory
    • The ultimate digital took-kit
  • 12.05pm

    Presentation - Getting your digital bank ready

    Mark Buesser

    Chief Executive Officer

    IMTF

    • Insights and trends of Swiss & Central European banks’ digital journey
    • Focusing on achieving client centricity and efficiency
    • Low hanging fruits of technology: ICOS/2 
    • Aligning your strategy to succeed in the digital space 
  • 12.15pm

    Panel discussion

    Fintech: fantasy or reality?

    • Everyone who writes a line of code calls themselves a ‘fintech’. What’s the real definition of a ‘fintech’?
    • Will fintechs rule the world, or implode?
    • Is there any genuine disruption? And are there any new fintechs now, or just bad copies?
    • Collaborate or die. But who do you partner with?
    • Human advisory versus robos. How can they co-exist?
    • How can it be used in the bank today?

     

    Chair

    Peter McMillan

    Head of Wealth Management, Asia

    Thomson Reuters

    Speakers

    Ned Phillips

    Founder and Chief Executive Officer

    Bambu

    Mark Wightman

    Asia-Pacific Wealth & Asset Management Consulting Leader

    EY

    Mark Nelligan

    Chief Executive Officer

    Pershing Singapore, a BNY Mellon company

    Ng Lee

    Vice President And Chief Operating Officer

    MetLife

    Frank Henze

    Independent Consultant in , Asia Pacific

  • 13.00pm

    Lunch

  • 13.50pm

    Panel discussion - Regulation and compliance - what can technology really do to help?

    • What are the regulatory and compliance challenges you face today?
    • What can technology do to help?
    • Is more coordinated risk management and compliance a priority?
    • How can we design and define a flexible approach?
    • How do we prepare for the regulatory challenges of tomorrow?

     

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Mark Buesser

    Chief Executive Officer

    IMTF

    Gary Mellody

    Partner, Financial Services, Advisory-Risk

    EY

    Julia Walker

    Head of Market Development, Risk, Asia

    Thomson Reuters

    Joyce Tan

    Managing Partner

    Joyce A. Tan & Partners

  • 14.30pm

    Head - to - Head Q & A - Empowering relationship managers, compliance and management: the key to success in the digital age

    Alessandro Tortelli

    Engagement Lead

    Appway

    • In the digital age, how can wealth managers and financial services providers adopt flexible, customer-centric business models which serve clients via multiple intuitive interaction modes – digitally, physically, or a combination of the two?
    • How can technology be harnessed to simultaneously automate work, cater to client needs and wants, and allow employees to effortlessly collaborate with one another, while ensuring compliance to current and future regulations?
    • In this interview, Appway shares insights, visions and latest experiences for this digital journey
  • 14.45pm

    Presentation - Anatomy of a HACK

    Jason Hoang

    Managing Director, Asia

    IRESS

    • Cyber attacks are getting greater organisational attention
    • Cyber traffic Vs cyber crime
    • Top cyber security and crisis management learnings
    • Real life case study that was so devastating that the company could no longer operate
  • 15.00pm

    Presentation - The evolving PFM & robo-advisory landscape in Asia

    Bhaskar Prabhakara

    Founder & Chief Executive Officer

    WeInvest

    • PFM & robo-advisory fintech landscape in the US and evolution
    • Asian fintech landscape in the wealth space
    • Early reaction from banks and other institutions
    • Implications and potential models for the existing wealth industry
  • 15.10pm

    Refreshment & Networking

  • 15.40pm

    Panel discussion - What will you be in the future: a platform? A product manufacturer? Or a distributor?

    • Can we be all-things-to-all-people?
    • What is ‘blockchain’? Will it have any impact on banking?
    • What does this mean for private banks, retail banks and asset management companies?
    • How will this either improve revenues or cut costs?
    • Will tech giants rule banking?
    • What does the bank ecosystem look like in the future? How open and connected do you become?

     

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Frank Troise

    Managing Director, Head of Digital Distribution (Asia)

    Leonteq Securities

    Adrian Gostick

    Managing Director

    BondIT

    Andrew Koh

    Deputy Chief Manager, Risk Management Department, Singapore Branch

    China Construction Bank

  • 16.10pm

    Panel discussion - Innovation - enhancing the client experience with an eye on the wealth transition across generations

    • How do you need to change the client experience?
    • What are the needs of our customers?
    • How are client expectations changing the dynamics of their relationships with their wealth managers?
    • What are the emerging technologies that will shape our world?
    • What’s the impact of Artificial Intelligence in the future?
    • Millennials create a unique conundrum for big banks - how should they position themselves for the biggest wealth transfer in history?

     

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Ketan Samani

    Managing Director, Chief Digital Officer, Asis Pacific

    UBS Wealth Management

    Neal Cross

    Managing Director and Chief Innovation Officer

    DBS Bank

    Andy Feitknecht

    Vice President, Professional Services Assentis Technologies

    Assentis

    Charles Wong

    Chief Executive Officer and Founder

    Société Privée de Gestion de Patrimoine

    Steve Monaghan

    Regional Director - Head of Edge (Group Innovation)

    AIA

  • 16.55pm

    Forum End

Jun 16

Digital Wealth - Asia 2016

Singapore

Speakers

Jason Hoang

IRESS

Valerie Bruce

Quilter International

Peter McMillan

Thomson Reuters

Stefan Arn

UBS Wealth Management

Neal Cross

DBS Bank

Sandipan Ray

Deutsche Bank Wealth Management

Eddy Tai

Bank of Singapore

Mark Nelligan

Pershing Singapore, a BNY Mellon company

Pranav Seth

FRANK by OCBC

Julia Walker

Thomson Reuters

Luke Janssen

Tigerspike

Jeroen Buwalda

EY

Lee Ng

MetLife

Ketan Samani

UBS Wealth Management

Ned Phillips

Bambu

Bhaskar Prabhakara

WeInvest

Mark Wightman

EY

Dirk Sibiet

ABN AMRO Bank

Andrew Koh

China Construction Bank

Andy Feitknecht

Assentis

Urs Lichtenberger

Credit Suisse Private Banking

Jaideep Billa

Intellect Design Arena

Frank Troise

Leonteq Securities

Frank Henze

Trimantium GrowthOps

Alessandro Tortelli

Appway

Steve Monaghan

AIA

Gary Mellody

EY

Mark Buesser

IMTF

Joyce Tan

Joyce A. Tan & Partners

Adrian Gostick

Avaloq

Evy Theunis

DBS Bank

Charles Wong

Prive Financial

Sanjoy Sen

ANZ

Nagaraj Prasadh

Intellect Design Arena

Jun 16

Digital Wealth - Asia 2016

Singapore

Partners

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silver

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Jun 16

Digital Wealth - Asia 2016

Singapore