EFG Wealth Solutions was delighted to host this half-day Insurance Summit in Hong Kong – from 8.30am to 2pm on Tuesday 14th March at the W Hotel.
This is an initiative designed with a select group of partners to raise the bank’s Insurance platform – and ensure we can engage with our clients about their insurance-related needs in a more structured way.
View the agenda – as well as the profiles of the individual speakers from the four partners we have engaged for this – AXA, International Planning Group, Sun Life Hong Kong, and Swiss Life.
We are hoping this can provide further education about options for different types of insurance, and effective ways for you to discuss them with their clients.
This will include providing you with educational materials which will be useful and usable for you.
EFG Insurance Summit – Hong Kong
W Hotel, Hong Kong
A community of leading organisations within Asian Wealth Management
Senior figures in Asian Wealth Management are speaking at this event
Eddie Fung
AXA
John Wang
AXA
Nigel Rivers
Capital Solutions
Hugh Brooke Ellerton
EFG Wealth Solutions
David Sussman
EFG Wealth Solutions
Gerard Gardner
EFG Wealth Solutions
Jim Kelso
Howden Private
Michael Olesnicky
KPMG
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8.30am
Arrival and refreshments
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9.00am
Welcome Address
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9.15am
Presentation - Capturing missed HNW sales opportunities
- Exploring the insurance needs and concerns of HNW clients / families
- Using Insurance as a Wealth Planning solution for Estate Planning, Asset Protection and Over-funding
- Capturing Missed HNW Sales Opportunities through a different Universal Life offering & HNW Critical Illness Coverage
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9.45am
Presentation - Insurance opportunities in North Asia
- The insurance business in Asia, particularly North Asia is surging… why?
- The growth and size of the market – including new entrants into the insurance market
- Case studies
- New financing options
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10.15am
Panel Discussion
How to understand the insurance needs of HNW clients
- What does the opportunity in helping wealthy individuals and families insurance meet their protection needs mean to you?
- How are these needs developing? And how can you help clients understand these needs?
- What are the practical considerations for HNW clients in wealth protection and transfer?
- How can you best engage clients in these discussions?
- Why do clients buy certain products?
- What are the risks and considerations with existing products they buy?
- What questions should you ask to determine the most suitable product for a client?
Chair
Michael Stanhope
Chief Executive Officer & Founder
HubbisPanel members
David Sussman
Managing Director
EFG Wealth SolutionsHugh Ellerton
Senior Director
EFG Wealth SolutionsDavid Varley
Chief High Net Worth Officer
Sun Life Hong KongJames M. Kelso
Chief Executive Officer - Asia Pacific
IPGChris Albrecht
Head of Representative Office, Hong Kong, Global Private Wealth
Swiss LifeEddie Fung
Chief Alternative Distribution Officer
AXASpeakers
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11.00am
Refreshments
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11.10am
Head - to - Head Q & A - Universal Life 101
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11.20am
Presentation - Re-defining total solutions
- Risk transfer
- Legacy planning
- Insurance needs / solutions
- Company strength matters
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11.50am
Presentation - So, there's two goldfish in a tank
Christopher AlbrechtHead of Representative Office, Hong Kong, Global Private Wealth
Swiss Life Global Solutions
- Diversification and evolution of insurance solutions to meet needs of a more educated and sophisticated client demographic
- Impact and implementation of CRS with a view to insurance
- Giving clients what they need, by listening properly to their requirements
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12.20pm
Panel Discussion
The internationalisation of Chinese wealth - how to capitalise on this opportunity
- How do we help Chinese HNW / UHNW clients diversify, protect and pass on their wealth?
- What are the needs of these clients? And how are they evolving?
- What are the challenges clients face from the increasingly complex regulatory and tax environments?
- What is the right advice to give them?
- What are the potential insurance solutions that work best today?
- Case studies – how you can discuss these products with the first and second generations
Chair
Michael Stanhope
Chief Executive Officer & Founder
HubbisPanel members
Gerard Gardner
Global Head Wealth Structuring
EFG Wealth SolutionsMichael Olesnicky
Partner, Senior Advisor
KPMGPeter Chen
Partner
Zhong Lun Law FirmNigel Rivers
Founder and Chief Executive Officer
Capital SolutionsSpeakers
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1.10pm
Closing remarks
- Summary / wrap-up
- Real-life examples of how the various insurance products covered are utilised by EFG and UHNW clients in the region
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1.25pm
Buffet lunch
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2.15pm
Summit ends
EFG Insurance Summit – Hong Kong
W Hotel,Hong Kong
Eddie Fung
AXA
John Wang
AXA
Nigel Rivers
Capital Solutions
Hugh Brooke Ellerton
EFG Wealth Solutions
David Sussman
EFG Wealth Solutions
Gerard Gardner
EFG Wealth Solutions
Jim Kelso
Howden Private
Michael Olesnicky
KPMG
David Varley
Sun Life
Patrick Jiang
Sun Life Financial
Jeroen Simons
Swiss Life Global Solutions
Christopher Albrecht
Swiss Life Global Solutions
Peter Chen
Zhong Lun Law Firm
EFG Insurance Summit – Hong Kong
W Hotel,Hong Kong