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Full Agenda

8.35am
Registration
8.55am
Welcome Address
Michael Stanhope
Chief Executive Officer
Hubbis
9.00am
Head - to - Head Q & A
Stepping out of the box
Bassam Salem
Chief Executive Officer & Founder
Obuhi
  • Solving client pain points through digital innovation
  • Fixed costs vs variable costs: Rents and Salaries
  • Digital Channels of distribution
  • Data Analytics and monetization
9.20am
Panel discussion
What’s next for ‘digital’ in wealth?
  • Have we seen any examples of tangible success in digital wealth management?
  • How should banks decide what’s working? What KPIs should we use?
  • Do we focus on the technology without consideration of whether anyone wants to use it?
  • Digital tools provided to RMs for advisory – what has been the Banks’ experience on the adoption and value add, and any challenges faced?
  • How can we improve the culture of innovation and change within Wealth Managers?
  • What’s the impact of artificial intelligence (AI) and big data analytics?
  • How does it save money or drive revenue?
  • Build it yourself or PLUG & PLAY?
  • Platforms and processes – what’s the role of digital?
  • Is China where we see the real innovation and opportunities?

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members

Terence Tam
Executive Director, Head of Wealth Management Technology, Asia ex-Japan, Global Information Technology Division
Nomura
Werner Schlossmacher
Managing Director, Platform Solutions Group, APAC Solutions, Markets, Asia Pacific
Credit Suisse Private Banking
Alan Luk
Head of Private Banking & Trust Services
Hang Seng Private Banking
Jonathan Ha
Chief Executive Officer
Red Pulse
Bénédicte Nolens
Head of Regulatory Affairs for Asia and Europe & CCO for Asia
Circle
10.10am
Presentation
BlockChain, Predictive Analytics, Robo - Evolving and applying within wealth management
Harle Mossman
Managing Director - North Asia
FNZ
  • How these technologies are practically being utilised (or intending to be utilised) within the wealth management sector
  • How these technologies are evolving from their 1.0 versions
  • What impact these technologies will actually have on our existing operating models
10.30am
Presentation
Account Aggregation is a winner takes all game
Tanmai Sharma
Chief Executive Officer
Canopy
  • Customer has very set digital habits
  • These habits can be exploited to create stickiness and influence buying behaviour
  • Data shows that Banks doing aggregation for the customer have an 'unfair' edge
10.40am
Panel discussion
Virtual Banks in Hong Kong; Lots of hype – will it live up to the expectation?
  • What is the client experience that clients are looking for?
  • Are traditional wealth managers struggling to keep up with client expectations?
  • Can new banks be successful? Are they really any different? What is actually digital?
  • How will this evolve in Hong Kong?
  • Do people see a positive commercial effect? Will anyone make money and how?
  • Are payments a problem?
  • Is the cost of delivering financial advice and services reduced?
  • How will clients transact, monitor portfolios, absorb investment ideas?
  • Is there any role for RMs?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members

Michael Benz
Senior Advisor/Digital Banking
Synpulse
Gary Ng
Partner, Risk Assurance
PwC
Silvio Struebi
Partner
Simon-Kucher & Partners
Ricardo Wenzel
Director Advisory, Wealth & Asset Management
KPMG
Jacob Wai
Chief Risk Officer
MoneySQ
11.10am
Refreshment & Networking
11.35am
Presentation
The Digitalization of Client On boarding: improve Customer Experience & Operational Efficiencies while reducing overall Compliance cost
Andreas Wenger
General Manager, Asia Pacific
IMTF
  • Self-Service or RM-supported Onboarding
  • Main Compliance & KYC Challenges
  • RegTech platform: ICOS/2
11.45am
Presentation
The Four Waves of Agile
John Okoro
Head of Agile Practice
Orbium

In this session Orbium will present the four waves of Agile from single Agile / Scrum teams, to Agile Scaling, Business Agility and Digital Innovation. Understanding these “waves” is very key to banks charting their course and getting the most out of their Agile / Digital transformations.

11.55am
Presentation
Bringing Wealth Management Client Communications into the 21st Century
Shane Meredith
Regional Sales Director - Wealth & Advisory
SS&C Technologies
  • Analog Wealth Management in a Digital Asia
  • How to Communicate with today’s Asian Based Clients
  • Welcome to Digital Asia
12.05pm
Presentation
Crypto Currency and Digital Asset Custody
Seamus Donoghue
Vice President of Business Development
Metaco
  • The custody landscape
  • Key issues for banks and financial institutions
  • Balance of security and availability
  • What is SILO
12.15pm
Panel discussion
Demystifying all the hype
  • Making sense of blockchain - what are the real applications & implications in financial services?
  • What’s happening in AI – and what's its application in wealth management?
  • FinTech – What's working or not working?
  • How are FinTech companies partnering with larger more established institutions?
  • What makes these partnerships work - what both sides are looking to achieve?
  • What has emerged from any of the Incubators, Labs and other initiatives?
  • There has been lots of talk – but what’s next?
  • What's really under the lid? Is there any genuine innovation?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members

Christophe Lee
Founding Partner
JP Asia Partners
Frank Henze
Practice Lead - Financial Services IT
Trimantium GrowthOps
Mark Wightman
Asia-Pacific Wealth & Asset Management Advisory Leader
EY
Seamus Donoghue
Vice President of Business Development
Metaco
Jamie Spence
Founder & Managing Director
Asian Link
13.10pm
Lunch
13.50pm
Presentation
How can you win the digital race? – Monetise effectively
Silvio Struebi
Partner
Simon-Kucher & Partners
  • FinTech disruptors have leapfrogged the digitalisation race, are banks missing out on the race? (Agility vs. organisational complexity: how FinTechs are monetising things differently than banks)
  • What can banks do to effectively position themselves in the digital world? (Competitive advantages, innovate solutions, enhance current product landscape, build a sustainable revenue model)
  • How should banks monetise and determine the right price tag for new online services? (Design product around customer’s willingness-to-pay, exploit customer data, open banking, monetising APIs)
14.20pm
Panel discussion
Women in FinTech - Development and Disruption. Fintech shaping the future.
  • What’s the role of women in FinTech in Hong Kong and how is that evolving?
  • What can we do to attract more Women in FinTech?
  • What’s the development of FinTech and RegTech in Hong Kong?
  • Where is the discussion today around Crypto? Still interesting and viable?
  • What's the role of Digital in insurance and how is that developing?
  • What's the usage of alternative data and how it can lead to enhanced profit margins?
  • How is digital transformation happening in most firms and how can this capture new revenue pools?

 

Chair

Kimberley Cole
FinTech Adviser


Panel Members

Vippy Wong
Partner
Quinlan & Associates
Michelle Chan
Head of Business Development
FWD
Avril Parkin
Committee Co-Chair for Big Data
Fintech Association of Hong Kong
15.10pm
Refreshment & Networking
15.30pm
Panel discussion
DIGITAL = Faster, cheaper and better wealth management
  • How will new platforms impact the wealth management space?
  • Is Robo still a term that’s mis-used and misunderstood?
  • Is it possible to integrate Robo offerings into existing wealth platforms?
  • What does the platform of tomorrow look like?
  • What’s the likelihood we can engage clients directly?
  • Have consumers, banks and consultants really embraced ‘new stuff’?
  • How can digital improve investment outcomes for clients?
  • How can you improve the middle and back office?
  • What should the investment engine behind digitized advice be?
  • Can you deliver ‘advice’ using digital?
  • Is digital just about doing this cheaper?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members

Mathias Helleu
Executive Chairman
8 Securities
Tanmai Sharma
Chief Executive Officer
Canopy
Clarie Kwa
Director
360F
Tariq Dennison
Investment Advisor
GFM Asset Management
Gabriel Goh
Head of Research and Development, Asia-Pacific
FNZ
Audrey Wong
COO & CFO
Quantifeed
Matthew Chan
Senior Consultant
Mercer
16.30pm
Forum End