We were delighted to host the 2022 HUBBIS DIGITAL WEALTH FORUM on October 5 at the Andaz Hotel in Singapore.
Thanks to our partners:
- GTN Asia Financial Services
- InvestCloud
- Refinitiv, an LSEG Business
- Saxo Markets
- Swissquote
Topics we covered:
- Wealth Leaders Perspective – Evolving the business in more challenging times
- The future of the Advisor & Relationship Manager – Digitally Empowered
- Transforming and Scaling the Investment Offering
- Gazing into the Crystal Ball of Digital Solutions, FinTech Evolution and Technology Innovation
- The rise of digital platforms for investment and wealth management
- Why does the world need financial advisors?
- Is the era of the new platform here
- Future is Calling: How advisory will define wealth management in Asia
HUBBIS DIGITAL WEALTH FORUM - Singapore 2022
Andaz Hotel, Singapore

A community of leading organisations within Asian Wealth Management

Senior figures in Asian Wealth Management are speaking at this event

Nicole Bodack
Accenture

David Wilson
Accenture

Chooake Wongwattanasilpa
Bank of Singapore

Evrard Bordier
Bordier & Cie

Carolyn Leng
Bordier & Cie

Kasia Miaskiewicz
DBS Bank

Jitendra Tekchandani
DBS Bank

Mark Wightman
EY
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HUBBIS DIGITAL WEALTH FORUM - SINGAPORE 2023
Andaz Hotel, Singapore
Hubbis is delighted to announce we will be hosting the 2023 HUBBIS DIGITAL WEALTH F...
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8.30am
Registration
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8.55am
Welcome Address
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9.00am
Panel Discussion - in partnership with Refinitiv, an LSEG Business
Wealth Leaders Perspective – Evolving the business in more challenging times
We all know of the global investment market dislocations taking place as inflation surges and interest rates are hiked in Europe and the US in particular. We all know how uncertain the world’s geopolitics are, not least as Russia continues its assault on Ukraine, but also amidst fears over China’s intentions towards Taiwan, North Korea’s unpredictability, and the potential dangers lurking should Iran become nuclear capable. And we can all see the dangers to society of collapsing real incomes, slumping profitability and declining consumer confidence.
Yet at the same time, employment in the wealth management markets is still robust; indeed, there is a war for talent across the board, from front to back office, and with remuneration packages escalating even as revenues fall or perhaps look set to weaken further.
Does this mean that digital transformation is being derailed, or does it mean that it is being prioritised as the wealth management community seeks to boost efficiencies and rein in costs? Many experts believe it is the latter case – that much discretionary spend is getting cut, but there is ongoing investment in digital transformation that will have a longer-term positive impact on costs and help improve the productivity of key RM and advisor talent, as well as improving predictability, reliability and scalability, including around DPM and Advisory-led wealth management.
Chair
Patrick DonaldsonGlobal Head of Wealth Solutions, Sales Strategy & Execution
Refinitiv, an LSEG Business
Speakers
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9.30am
Presentation - Why does the world need financial advisors?
- Financial advisors and private wealth managers face an increasingly challenging external operating environment. What can advisors do to become even more client-focused and create a better financial future for their clients?
- Which focus does the industry have on helping clients understand their investing mentality and emotional state over time as an investor? What is the risk of a product-focus game?
- What does the modern advisor’s digital toolset look like? Digital communication throughout the investment life cycle, central portfolio management and AI are some of the new ways to provide investment advice or managed investment.
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10.00am
Panel Discussion - in partnership with InvestCloud
The future of the Advisor & Relationship Manager – Digitally Empowered
A key area of focus for the wealth industry today is RM operational efficiency. It is a challenge to service all clients which translates to all clients not getting consistent or the best treatment. It is also critical to ensure those engagements are relevant and personal.
One size does not fit all, and personalisation is not only about the product and investment offering, but also all about the location, timing, context, and matching ideas and their delivery to the individual client and the customer lifecycle. All these dots need to be connected to produce the personalised wealth management offering of tomorrow, and to engender the best conversations, next best action, better advice, more relevant products and solutions, and broadly enhance the provider/client relationships.
What does personalisation actually mean in the wealth management context? How can digital solutions help achieve and/or improve personalisation? How should digital solutions help the RMs and advisors to deliver a personalised service and proposition? What tools can help the RMs and advisors manage their time, their focus and their clients more effectively?
What solutions will help the banks and others to monitor their clients more effectively to ensure that personalisation is dynamic not static? What is content-based advisory, and how can that be achieved? And how can the wealth industry deliver personalisation at scale to the rapidly expanding and increasingly wealthy ranks of the mass affluent?
Our experts will deliberate many of these key issues around achieving and delivering personalisation in wealth management for the UHNW, HNW and mass affluent wealth markets of Asia.
Chair
Speakers
Akshay PrasadManaging Director, Head of Investment Products & Advisory Solutions, Asia-Pacific
Nomura
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10.45am
Refreshment & Networking
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11.15am
Presentation - Is the era of the new platform here?
- Digital delivery of wealth management
- Transitioning wealth management into the digital era
- Distribution and connectivity is key
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11.30am
Panel Discussion - in partnership with Swissquote
Transforming and Scaling the Investment Offering
Delivery of a relevant, personalised and realistic investment product suite and investment advisory offering is essential for success in tomorrow’s world of wealth management.
Our panel of experts will analyse where technology solutions can help the banks and other players improve their investment offerings, not only in terms of the product suite and platform but also the delivery of RM-led communication, advisory and DPM. They will discuss ow the wealth industry needs to connect and interact with and leverage the skills and capabilities of the digital investment and custody platforms, as well as the private banks. They will also discuss how the wealth management organisations competing in the Asia region can best adopt and also assimilate these new technologies to enhance their investment propositions. And they will help identify what the next suite of solutions might be.
Chair
Speakers
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12.00pm
Panel Discussion
Gazing into the Crystal Ball of Digital Solutions, FinTech Evolution and Technology Innovation
Nobody believes that digital transformation has achieved all of the goals the vendors and the wealth industry want. It is a work in progress from both sides. Accordingly, the Forum will also feature a short discussion in which our selected experts will gaze into the crystal ball to imagine what sort of digital innovation and solutions the wealth industry needs or will need or that are coming around the corner. They will look at this from the perspective of the evolution of the wealth industry in Asia, both onshore and offshore. And they will consider it from the viewpoint of what possible solutions will further enhance the wealth management proposition.
Chair
Patrick DonaldsonGlobal Head of Wealth Solutions, Sales Strategy & Execution
Refinitiv, an LSEG Business
Speakers
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12.30pm
Presentation - Future is Calling: How advisory will define wealth management in Asia
- Wealth firm ambitious growth targets
- Who is the Asian investor?
- Building blocks of advisory propositions
- Benefits to getting it right
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12.45pm
Panel Discussion - in partnership with GTN Asia Financial Services
The rise of digital platforms for investment and wealth management
The past several years have seen an explosion in digital transformation in the global wealth management industry, and nowhere more so than with the rise of digital execution technologies and platforms. Remote working practices that have emerged since 2020 have supercharged the thrust towards ‘smart’ access to financial services of all types and fast-forwarded the wealth management industry’s business models well beyond where they were expected to be today. At the core of these developments is the drive to provide seamless investment execution aligned with a far more personalised and relevant wealth management offering.
In this panel discussion, our chosen experts will delve deeply into the evolution of advanced digital execution technologies and platforms as the wealth industry in Asia transforms itself and future focuses its business. They will debate the relative merits and state of progress at the private banks compared with external platforms.
They will discuss the key trends taking place in terms of platforms globally and especially in Asia and identify the biggest challenges and opportunities, especially as investors of all types demand greater access to a wider universe of asset classes and markets. They will also consider how the recent past since the pandemic has shaped the new normal, and they will lift the lid on what is coming next in the world of digital platforms that will further enhance execution and the broader wealth management offering in the region.
Additionally, they will look at all this from the viewpoint of investment and scalability, debating the approaches the wealth market players should take, for example building their platforms from the ground up, or partnering with external partners and Fintechs.
Chair
Speakers
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1.15pm
Lunch & Networking
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2.00pm
Forum Ends
HUBBIS DIGITAL WEALTH FORUM - Singapore 2022
Andaz Hotel,Singapore


Nicole Bodack
Accenture

David Wilson
Accenture

Chooake Wongwattanasilpa
Bank of Singapore

Evrard Bordier
Bordier & Cie

Carolyn Leng
Bordier & Cie

Kasia Miaskiewicz
DBS Bank

Jitendra Tekchandani
DBS Bank

Mark Wightman
EY

Philipp Piaz
Finaport

Julien Le Noble
GTN Asia Financial Services

Wei Mei Tan
HSBC Global Private Banking

Andrew Bresler
InvestCloud

Tuck Meng Yee
JRT Partners

Akshay Prasad
Nomura

Nayeem Khan
Pictet

Patrick Donaldson
Refinitiv, an LSEG Business

Adam Reynolds
Saxo

Steve Knabl
Swiss-Asia Financial Services

Rafael Weber
Swissquote

Ritesh Ganeriwal
Syfe
HUBBIS DIGITAL WEALTH FORUM - Singapore 2022
Andaz Hotel,Singapore