We were delighted to host our annual Digital Wealth event in Hong Kong.
More than 250 CEOs, COOs, heads of technology / digital, 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. They participated in the debate around how to address the challenges they all face – namely, that while they know they need to embrace digital, most are still unclear about what to do and how to do it.
Thank you to all of our event partners: FinIQ, IMTF, Malabar AI, Temenos, Assentis, FactSet, Quantifeed, Xignite, Orbium, Saffron Robo, State Street, Synpulse, WeInvest, and additive.
Digital Wealth Asia 2017
W Hotel Hong Kong, Hong Kong

A community of leading organisations within Asian Wealth Management

Senior figures in Asian Wealth Management are speaking at this event

Mathias Helleu
8 Securities

Adrian Gostick
Avaloq

Ned Phillips
Bambu

Michiel van Selm
Canopy

Urs Lichtenberger
Credit Suisse Wealth Management

Jeson Liu
FinIQ

Mark Buesser
IMTF

Abhra Roy
Infosys Finacle
Why you should attend Hubbis events

Experience our latest event for yourself
HUBBIS INVESTMENT FORUM - Hong Kong 2023
W Hotel Hong Kong, Hong Kong
We were delighted to hosti the Hubbis Investment Forum – Hong Kong on Wednesd...
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8.40am
Registration
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8.55am
Welcome Address
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9.00am
Keynote Address - Credit Suisse’s successful digital transformation - a look back and ahead
Urs Lichtenberger
Director, Client Platform, Asia Pacific
Credit Suisse- What does it take to be truly multi-channel digital? Where does Credit Suisse stand on its award-winning Digital Private Bank? And how is it used?
- Digitising one of the most ‘cumbersome’ processes in private banking: account opening
- How to digitise an RM’s daily work?
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9.10am
Panel Discussion
How do you future proof your business?
- How will firms in Asian wealth management use technology and digital to improve the business?
- What's innovative, interesting or challenging to you?
- How do you create an ecosystem that genuinely embraces fintech?
- What will firms be spending money on next year? Is your technology budget getting bigger?
- How do you select vendors today?
- How do you view the different regions from a technology perspective?
- What are the trends in Regtech?
- How do you feel with the security risk that comes with digitisation?
- What stops your private banker from communicating in ways they should not?
Chair
Michael Stanhope
Chief Executive Officer & Founder
HubbisPanel members
Michael Haupt
Chief Operating Officer, Investment Advisor, Asia Pacific
Vontobel Wealth ManagementTerence Tam
Executive Director, Head of Wealth Management Technology, Asia ex-Japan, Global Information Technology Division
NomuraMark Buesser
Chief Executive Officer
IMTFMarko Milek
Head of Global Exchange, APAC
State StreetThomas Achhorner
Global Head of Solutions
additivIan Woodhouse
Senior Business Advisor
OrbiumSpeakers
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9.55am
Presentation - Wealth management just got a new name
- We all have new expectations
- Technology is not the solution
- Crafting the right digital experience
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10.05am
Presentation - Driving growth through digital wealth management
- Delivering a client-centric wealth management offering
- Creating a unified front-to-back office platform
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10.15am
Presentation - Digital Advisory Life Cycle
- How technology can support life cycle
- Leveraging FinTech technology
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10.25am
Refreshment & Networking
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10.55am
Presentation - Robo-advisory for a more efficient front-office
- Automating complex regulations
- Digitising the client relationship
- Achieving client centricity and efficiency with ICOS/2
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11.05am
Presentation - Turning information into insights
- If data is the next natural resource, how will investors best harness it?
- What analytical frameworks need to be developed?
- Why are actionable insights the ultimate goal?
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11.15am
Presentation - Enabling digital wealth options in Asia
- How to make digital wealth a reality within your institution?
- Options for different segments: account aggregation, robo-advisory, hybrid advisory, thematic investing options, Sharia-compliance
- Regulatory progress and constraints across the region
- Organisational constraints to overcome
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11.25am
Presentation - Using technology to manage the changing traditional client trust paradigm
- Solving some real problems
- Enabling you to have a more holistic and advice led approach
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11.35am
Presentation - The Cloudification of Capital Markets - Market Data APIs Allow Banks to Innovate at the Speed of a Fintech
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11.45am
Presentation - Natural capital, blockchain, and the future of wealth management
- Investing in the world’s most promising asset class
- Diversification and portfolio risk mitigation impacts
- Net positive portfolios
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11.55am
WealthTalk - From secrecy to transparency
- How sharing of client information is the new way to play for bankers in the digital age?
- Are Private Bankers worried about the fact digital allows the bank to directly interact with clients?
- How does voice to text and analytics give banks further control over the banker and their client interaction?
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12.10pm
Presentation - Truly Digital Wealth Management
- Focus on the Customer Key Technology Drivers
- Have we forgotten the back office?
- Innovations
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12.20pm
Panel Discussion
Is ‘ROBO’ and ‘NEW STUFF’ gaining any real ground?
- What's your value proposition and why will it be successful?
- What does the term ‘Robo’ mean to you?
- Have consumers, banks and consultants really embraced ‘new stuff’?
- Who will rock the boat?
- What does the platform of tomorrow look like?
- Is it likely that the traditional investment process will change?
- What does a proper business case for digital look like?
- How are FinTech companies partnering with larger more established institutions?
- What makes these partnerships work - what both sides are looking to achieve?
- Who invests in FinTech companies?
- What has emerged from any of the Incubators, Labs and other initiatives?
- There has been lots of talk – but what’s next?
- Whats really under the lid? Is there any genuine innovation?
Chair
Michael Stanhope
Chief Executive Officer & Founder
HubbisPanel members
Mathias Helleu
Executive Chairman
8 SecuritiesNed Phillips
Founder and Chief Executive Officer
BambuPhil Neilson
Chief Executive Officer
Just ServiceAlex Ypsilanti
Chief Executive Officer and Co-Founder
QuantifeedBhaskar Prabhakara
Founder & Chief Executive Officer
WeInvestDonald Soo
Group CEO and Founder
Malabar AI LimitedSpeakers
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1.05pm
Lunch & Networking
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1.55pm
Panel Discussion
Demystifying all the Fintech hype
- Making sense of crypto and blockchain - what are the real applications & implications in financial services?
- What are the lessons to be learned so far from elsewhere in the world?
- Where should you be based? Hong Kong, Singapore or China?
- What are the Legal & Ethical Challenges?
- Could AI recalibrate wealth management in Asia?
- Will machine learning transform investment strategies?
- Are the smart algorithms in the background driven by actual investment professionals or just tech kids in the garage?
- How should robos be regulated? And what impact will this have on their potential?
- What will be the impact of AI on the investment process? How will it evolve over time?
Chair
Christophe Lee
Founder
JP Asia PartnersPanel Members
Julian Kwan
Chief Executive Officer
InvestaCrowdStanley Chao
Co-founder and Head of Data Science
Red PulseSeamus Donoghue
Director
LykkeAdrian Gostick
Chief Revenue Officer
BondITRalph Mogicato
Entrepreneur, Independent Senior Advisor, Professional Board Member, Angel Investor
Swiss ICT Investor ClubSpeakers
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2.45pm
Presentation - Transforming Business Models via a RegTech Ecosystem
- Short-term headwinds facing Private Banks
- Cost challenges of traditional operating models (inefficient and inflexible)
- The essential move along the value chain to address cost challenges
- Prioritizing investments and automation to support this move
- Driving innovation through an ecosystem of digital partners
- Future C level challenges and opportunities
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3.00pm
WealthTalk - The emergence of hybrid advisory models
- What’s the digital business model of the future?
- What’s the evidence to support this?
- What should banks be doing to prepare and position themselves in line with these trends?
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3.15pm
Presentation - The Future of Wealth
- A preview of what a 100% digital relationship without an advisor could look like
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3.30pm
Refreshment & Networking
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4.00pm
Presentation - End to end digitisation in wealth management - trends and outlook
- Evolution of digitisation from back to front office
- Increasing use of data, cloud computing and AI
- Current stumbling blocks and outlook
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4.10pm
Panel Discussion
How do we embrace digital and technology?
- Next generation wealth management – what will it look like and what does it mean to you?
- Wealth advisory services – how are they impacted by digital?
- How should bankers embrace digital?
- How can you save time and money?
- How will digital provide new insight into their clients and what is the best way to service them?
- Can you outsource the boring but important stuff?
- Can you quantify what it does? What are the KPIs?
- How can you deal with all the operational issues and keep secure?
- Database security and cyber security – what does this mean to you?
- Regulation and compliance - what can technology do to help?
- What will you be in the future: a platform? A product manufacturer? Or a distributor?
- Millennials create a unique conundrum for big banks - how should you cater to their digital expectations?
Chair
Christophe Lee
Founder
JP Asia PartnerPanel members
Michiel van Selm
Chief Operating Officer
CanopyDavid Wilson
Head of Asia Wealth Management
CapgeminiFrank Henze
Practice Lead - Financial Services IT
Trimantium GrowthOpsAmar Bisht
Head of Wealth Strategy and Advisory
OrbiumUrs Lichtenberger
Director, Client Platform, Asia Pacific
Credit SuisseAbhra Roy
Head, Finacle Wealth Management Solution
Infosys FinacleSpeakers
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5.00pm
Forum Ends
Digital Wealth Asia 2017
W Hotel Hong Kong,Hong Kong


Mathias Helleu
8 Securities

Adrian Gostick
Avaloq

Ned Phillips
Bambu

Michiel van Selm
Canopy

Urs Lichtenberger
Credit Suisse Wealth Management

Jeson Liu
FinIQ

Mark Buesser
IMTF

Abhra Roy
Infosys Finacle

Julian Kwan
InvestaX

Phil Neilson
Just Service Global

Donald Soo
KoiZai

Christophe Lee
Lotus Asset Management

Seamus Donoghue
Metaco

Terence Tam
Nomura

Amar Bisht
Orbium

Ian Woodhouse
Orbium

John Robson
Quantifeed

Alex Ypsilanti
Quantifeed

Stanley Chao
Red Pulse

Marko Milek
State Street

Ralph Mogicato
Swiss ICT Investor Club

Martin Frick
Temenos

Frank Henze
Trimantium GrowthOps

Michael Haupt
Vontobel Wealth Management

Bhaskar Prabhakara
WeInvest

Stephane Dubois
Xignite

Thomas Achhorner
dnu-olddadditiv
Digital Wealth Asia 2017
W Hotel Hong Kong,Hong Kong

We were delighted to host our annual Digital Wealth event in Hong Kong. Over 250 CEOs, CIOs, 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.
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 [email protected].
Content Highlights
Video Highlights
Video Highlights Summary
Photos
Event summary & poll results
Panel discussions
Presentations & Wealth TALKS
Videos
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
Uncertain future industry as digital revolution bites
Client empowerment, the impact of Cloud and data in conjunction with regulatory attrition will soon impact various scenarios – some of doomsday proportions - upon the wealth management industry, according to speakers at the Hubbis Digital Wealth Asia 2017 event in November in Hong Kong.
Video Highlights
At the Hubbis Digital Wealth Asia Forum in Hong Kong on November 9th, we interviewed leading industry experts.
Full Video Highlights
I love wealth management
Their individual interviews can be accessed below:
John Robson, Quantifeed
Tanmai Sharma, Canopy
Seamus Donoghue, Lykke
Michiel Van Selm, Canopy
Frank Henze, Trimantium GrowthOps
Alex Ypsilanti, Quantifeed
Peter Scott, formerly Avaloq
Donald Soo, Malabar AI
Stephane Dubois, Xignite
Thomas Achhorner, additiv
Salomon Wettstein, Synpulse
Christophe Lee, JP Asia Partners
Julian Kwan, InvestaCrowd
Phil Neilson, Just Service
Stanley Chao, Red Pulse
Ian Woodhouse, Orbium
David Wilson, Capgemini
Mathias Helleu, 8 Securities
Panel Discussions
We held 4 interactive panel discussions throughout the day – which involved 22 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.
How do wealth management firms future proof their business?
Setting the scene for the day’s panel discussions and presentations, the first panel at the Hubbis Digital Wealth Asia event on November 9 contemplated how wealth management firms might be able to future proof their businesses with the strategic implementation of digital technology solutions. Although each coming at this debate from slightly different angles, the panel members were all of one mind – wealth firms that ignore technology risk obsolescence.
Panel members
Michael Haupt, Chief Operating Officer, Investment Advisor, Asia Pacific, Vontobel Wealth Management
Terence Tam, Executive Director, Head of Wealth Management Technology, Asia ex-Japan, Global Information Technology Division, Nomura
Mark Buesser, Chief Executive Officer, IMTF
Marko Milek, Head of Global Exchange, APAC, State Street
Thomas Achhorner, Global Head of Solutions, Additiv
Ian Woodhouse, Senior Business Advisor, Orbium
Are Robo-advisory and other new digital solutions gaining ground?
A panel comprising digital experts from technology solutions and fintech innovators is unlikely to say anything other than ‘Yes’ to the overarching question of whether robo-advisory and other new apps are indeed the path ahead. But the panellists did not need to convert the audience – banks and other wealth providers largely admit they have an urgent need for innovative technology if their industry at large is to keep pace with their clients’ needs, both today and tomorrow.
Panel members
Mathias Helleu, Executive Chairman, 8 Securities
Ned Phillips, Founder and Chief Executive Officer, Bambu
Phil Neilson, Chief Executive Officer, Just Service
Alex Ypsilanti, Chief Executive Officer and Co-Founder, Quantifeed
Bhaskar Prabhakara, Founder & Chief Executive Officer. WeInvest
Donald Soo, Group CEO and Founder, Malabar AI
Demystifying the fintech hype – a glance into the future
Hubbis assembled a panel of cutting edge technology experts and tech investors at the November 9 Digital Wealth Asia event for a discussion on the impact of innovative technologies on the wealth management arena. Blockchain, cryptocurrencies, ICOs, AI, robo-advisory, and other new world jargon were the fuel for an energetic debate.
Panel Members
Julian Kwan, Chief Executive Officer, InvestaCrowd
Stanley Chao, Co-founder and Head of Data Science, Red Pulse
Seamus Donoghue, Director, Lykke
Adrian Gostick, Chief Revenue Officer, BondIT
Ralph Mogicato, Entrepreneur, Independent Senior Advisor, Professional Board Member, Angel Investor, Swiss ICT Investor Club
How can wealth managers embrace digital and tech?
The final panel session of the Hubbis Digital Wealth Asia event featured private banks and fintechs looking at the applications of technologies to their business models and for their clients. What will become of the wealth management industry in the brave new world of the future?
Panel members
Michiel van Selm, COO, Canopy
David Wilson, Head of Asia Wealth Management, Capgemini
Amar Bisht, Head of Wealth Strategy and Advisory, Orbium
Urs Lichtenberger, Director, Client Platform, Asia Pacific, Credit Suisse
Abhra Roy, Head, Finacle Wealth Management Solution, Infosys Finacle
Frank Henze, Practice Lead - Financial Services IT, Trimantium GrowthOps
Presentations
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.
Keynote Address: Credit Suisse achieves cutting edge digital transformation
Urs Lichtenberger, director and head of client platform at Credit Suisse for Asia Pacific recalls the collective efforts to dramatically upgrade the bank’s digital interface.
View Slides
Presentation: Wealth management transitions to the new age of ‘Wealth Care’
John Robson, chief commercial officer of Quantifeed, explained why his firm has spent the past five years building digital wealth management systems that the company has delivered to financial institutions across Asia.
View Slides
Presentation: Driving Wealth Management Growth Through Digital Solutions
Jeson Liu, Head of Greater China for Singapore tech solutions firm FinIQ, explains how a world of increasing complexity, greater regulatory strictures and additional pressure on the bottom-line adds up to a world of opportunity.
View Slides
Presentation: Leveraging technology to support life cycle
Martin Frick, managing director of Temenos Asia Pacific, explained that the digital advisory revolution has so much traction in the wealth industry that data is the new currency.
View Slides
Presentation: Robo-advisory for a more efficient front office
Mark Buesser, CEO of process automation group IMTF, told financial intermediaries and advisers how they can radically improve their front office through RegTech.
View Slides
Presentation: Turning data into insights and ideas
“Is data the new oil?” asked Marko Milek, Head of Global Exchange for Asia Pacific at State Street, and then answered ‘no’, because data like the wind about us seems limitless.
View Slides
Presentation: WeInvest - making a new-age investing experience a reality
Bhaskar Prabhakara, co-founder and CEO of WeInvest, told the audience what he and his firm mean by ‘digital wealth-as-a-service’.
View Slides
Presentation: Malabar AI offers clients the 720-degree solution
Donald Soo, Malabar AI’s CEO and founder, explained his concept of creating and building what he calls a ‘fintech Lifestyle AI company’.
View Slides
Presentation: The Cloud and APIs – transforming market data solutions
Stephane Dubois, CEO and founder of Silicon Valley tech firm Xignite aims to make market data ‘easy’ with cloud based market data solutions, with clients both fintechs and large financial institutions.
View Slides
Presentation: The World According to Lykke - natural capital and blockchain
Seamus Donoghue of Swiss cryptocurrency and blockchain champion Lykke explained where wealth management collides with the digital world to create a new transactional universe.
View Slides
Presentation: Canopy: The transition from secrecy to a new world of transparency
Michiel van Selm, the new COO of Singapore based FinTech business Canopy, spoke set out his vision for how tech will enable wealth management.
View Slides
Presentation: The quest for truly digital wealth management
Abhra Roy, Head of Finacle Wealth Management Solution for Infosys Finacle, told the audience about the unbundling of wealth services and the rise of digital natives.
View Slides
Presentation: Transforming business models via a RegTech Ecosystem
Ian Woodhouse, Senior Business Adviser at Orbium and Amar Bisht, Head of Wealth Strategy & Advisory, explained why high-tech software solutions are far from a luxury for the wealth managers of tomorrow.
View Slides
Wealth Talk: End-to-end digitisation for wealth managers
David Wilson, head of wealth management for Asia Pacific at global software giant Capgemini, gave a fascinating wealth talk on the emergence of hybrid advice.
View Slides
Presentation: The Future of Wealth – The end of the Financial Adviser?
Are wealth management firms facing a new period of evolution, or extinction, at least in the form we currently understand? Mathias Helleu, Executive Chairman of 8 Securities, gave his views.
View Slides
Presentation: Striving towards end-to-end digitisation for wealth managers
Frank Henze, Practice Lead, Financial Services IT at Trimantium GrowthOps, spoke of the need for private banks and wealth managers to undergo quite radical change in strategy and work practices as well as continuous innovation.
View Slides
Digital Wealth Asia 2017
W Hotel Hong Kong,Hong Kong