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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
CEO & 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
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
Partner, Wealth & Asset Management Advisory
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

Bénédicte Nolens
Head of Regulatory Affairs for Asia and Europe & CCO for Asia
Circle
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