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Full Agenda

8.35am
Registration
8.55am
Welcome Address
Michael Stanhope
Chief Executive Officer
Hubbis
9.00am
Keynote Address
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 monetisation
9.10am
Panel discussion
How can you boost efficiency and satisfaction by adopting Digital Wealth Management
  • What are the most important changes you have seen due to digitalisation?
  • How should banks decide what’s working? What KPIs should we use?
  • What does the platform of tomorrow look like?
  • 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?
  • Is your Bank attractive enough for the new wealth creators and next generation of customers?
  • How can you accelerate the path towards digital private banking business models?
  • Revenue margins per clients will decline in the future. Is digital a way to stop revenue erosion and are Banks effective at monetising new digital services?
  • What is the future role of the RM when banks get digital?
  • Accelerating change: how can you overcome the barriers to successful transformation? Smaller boutique banks – how do they leverage technology?

Chair

Michael Stanhope 
Chief Executive Officer
Hubbis

Panel Members

Urs Lichtenberger
Director, Client Platform, Asia Pacific
Credit Suisse Private Banking
Evy Theunis
Senior Vice President, Head of Wealth, Regional eBusiness Department, Consumer Banking Group
DBS Bank
Jihyun Lee
Managing Director, Head IT Asia
Bank Julius Baer
Silvio Struebi
Partner
Simon-Kucher & Partners
Damian Hitchen
Chief Executive Officer, Middle East & Asia
Swissquote
Rohit Bhuta
Chief Executive Officer
Crossinvest
10.00am
Presentation
The Evolution of Advice
Mark Nelligan
Chief Executive Officer, Singapore
Pershing, a BNY Mellon company
  • Robo-advisors were considered to be a disruptor to the wealth management space but have failed to have the effects predicted
  • Most robo-advisors have been sold to larger firms that can offer a full wealth management model with digital tools
  • Digital transformation is happening rapidly in the wealth space as firms realize they must evolve their solutions and offer a “full service” approach to meet the needs of clients
10.10am
Presentation
Regionalisation of Wealth Businesses – a Digital & Platform Perspective
Timothy Neville
Chief Executive Officer, APAC
FNZ
  • One core platform multiple jurisdictions
  • Multi channel, multi lingual, multi asset, multi currency
  • Agility is critical – things are moving faster than ever
10.20am
Panel discussion
Digital Banking and Wealth Management – what’s next?
  • What is the client experience that clients are looking for?
  • How will digital banking evolve for HNW and UHNW clients?
  • Are traditional wealth managers struggling to keep up with client expectations?
  • How will new platforms impact the wealth management space?
  • Are FinTech’s and Tech Giants threatening our business model?
  • Can new disruptor banks be successful? Are they really any different?
  • What's next for these digital banks? How will this evolve in Singapore?
  • Do people see a positive commercial effect? Will anyone make money and how?
  • Is the cost of delivering financial advice and services reduced?
  • How will clients transact, monitor portfolios, absorb investment ideas?

Chair

Michael Stanhope 
Chief Executive Officer
Hubbis

Panel Members

David Wilson
Senior Vice President
UOB Bank
Nicolas Huras
Head of Sales and Relationship Management, APAC - UBS Fondcenter
UBS Asset Management
John Robson
Chief Commercial Officer
Quantifeed
Will Lawton
Global Head
Quo
Mark Nelligan
Chief Executive Officer, Singapore
Pershing, a BNY Mellon company
Timothy Neville
Chief Executive Officer, APAC
FNZ
11.10am
Refreshment & Networking
11.35am
Presentation
Digital Client Onboarding
Amar Bisht
Head of Wealth Strategy and Advisory
Orbium
  • Key challenges of onboarding
  • Our point of view on combining client perspective, operational excellence and regulatory requirements
  • Adopting an ecosystem approach
11.45am
Presentation
How do you build value when clients want more than wealth? Findings from the 2019 EY Global Wealth Survey
Mark Wightman
Partner, ASEAN Industry Leader and APAC Advisory Leader, Wealth & Asset Management Advisory
EY
  • Turning client switching into an opportunity
  • Delivering high-value solutions
  • The evolution of digital advice
  • Aligning pricing with value
11.55am
Presentation
Making the impossible possible by mastering the behavioural science of clients’ investment decisions
Tatiana Collins
Director, Head of Digital Wealth Consulting, AAPAC
Accenture
  • Making use of digital “crumbs”
  • Increasing the probability of leads conversion
  • Improving the relevance of investment recommendations to clients
12.05pm
Presentation
360F – Advisory Revised. The first Advisor based solution for holistic financial recommendations
Michael Gerber
Chief Executive Officer
360F
  • Holistic Financial Planning is not the goal – Recommending the right products by unbiased advice is the future
  • Machine learning and Data are just a vehicle for improving new business value and cross / upselling
  • Don’t forget your existing customers
12.15pm
Presentation
Smarter Humans. Smarter Machines.
Patrick Donaldson
Head of Market Development, Wealth Management, Asia Pacific & Japan
Refinitiv
  • 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.
12.25pm
Panel discussion
What’s the impact of artificial intelligence (AI) and big data analytics?
  • What’s the changing face of the customer?
  • What innovations could boost value propositions?
  • How can AI and Data save money or drive revenue?
  • How do you use data in a useful way?
  • From raw data to insights: how can banks make the leap?
  • Financial modelling, portfolio management and asset allocation: What's the role of AI in the future?

Chair

Michael Stanhope 
Chief Executive Officer
Hubbis

Panel Members

Nakul Kurup
Head, Digital Monetisation & Performance Management
OCBC Bank
Michael Gerber
Chief Executive Officer
360F
Tatiana Collins
Director, Head of Digital Wealth Consulting, AAPAC
Accenture
Mark Wightman
Partner, ASEAN Industry Leader and APAC Advisory Leader, Wealth & Asset Management Advisory
EY
Ayla Kremb
Ecosystem Manager – Applied Innovation Asia, Refinitiv Labs
Refinitiv Labs
13.10pm
Lunch
13.50pm
Workshop
Harnessing the full value of your research using data

The next digital “arms race” will be around data.  Just how do you process the ever growing amount of information and turn commoditised content into actionable insight?  As an investment adviser or portfolio manager, how can you identify which sources to trust?  This masterclass will use case studies from Starmine to show how building superior analytics can help better understand the investment landscape and ultimately provide your clients with improved signals that can help them achieve better performance and mitigate risk.

Steve Carroll
Managing Director, ASEAN
Refinitiv
14.30pm
Workshop
AI for investment research
  • Challenges working with traditional, unstructured and alternative datasets at scale
  • Incorporating data science into the investment process
  • Use case example: using AI to monitor and quantify the impact of critical events
Alpha Baid
Business Consultant
stradegi
15.10pm
Refreshment & Networking
15.30pm
Panel discussion
The blockchain – what does that mean to you?
  • Blockchain - what are the real applications and implications in financial services?
  • Roadblocks/Challenges for great adoption in the capital markets?
  • Dive into the Eco-system, what exists, what is being built, what is needed?
  • How will affect the wealth management industry + Investment Opportunities?

Chair

Michael Stanhope 
Chief Executive Officer
Hubbis

Panel Members

Julian Kwan
Chief Executive Officer
InvestaCrowd
Antony Lewis
Director of Digital Assets
R3
Lawrence Grinceri
Managing Director
Skyhook Capital
Alexandre Kech
Chief Executive Officer
Onchain Custodian
16.30pm
Forum End