Hubbis is delighted to announce we will be hosting the 2023 HUBBIS DIGITAL WEALTH FORUM on Wednesday 4th October in Singapore.

The event will feature our standard full day format to deliver the most comprehensive and engaging agenda, discussions and networking, beginning at 9.00am and ending at 5.00pm after the last panel discussion of the day.   

Very simply, the event will focus on the evolution of Digital and FinTech solutions for the wealth management industry in Asia.

Key elements of the event:

  • 9 specialist presentations and Workshops
  • 6 panel discussions
  • A unique get-together enabling delegates to meet with 200+ leading wealth management practitioners from local, regional and international Private Banks, Independent Wealth Management Firms, Family Offices, IFAs, Securities Firms and digital wealth managers.
  • An unprecedented opportunity to hear from more than 20 local and international speakers who are well-known experts in the Asian and indeed international wealth management, investment and wealth advisory & solutions community
  • Networking coffee and refreshment breaks
  • Lunch for those who wish to stay
  • And…The event will qualify for 3.5 hours of CPT / CPD (Continuing Professional Development) in the morning and 2.5 hours in the afternoon.

These are some of the key topics that will be covered in the Forum:

  • Wealth Leaders' Perspectives on Digital Solutions to Build & Enhance their Business
  • How Digital Solutions can help Empower Advisors & Relationship Managers  
  • Private Client Expectations and Digital Solutions – Why, What and How?
  • The Rise of Digital Investment & Custody Platforms
  • The Future of Advice and its Seamless Delivery
  • Data, Analytics, ML, AI – their growing role in wealth management offerings
  • The latest solutions to enhance onboarding, KYC, AML, and client privacy
  • Gazing into the Crystal Ball of Digital Solutions, and FinTech & Technology Innovations

 

And to give you even more understanding of what you can expect from the 2023 event, you can CLICK HERE to view the output from our very successful 2022 event.

 

Oct 4

HUBBIS DIGITAL WEALTH FORUM - SINGAPORE 2023

The Ballroom, L2, Conrad Centennial Singapore, Singapore

Featured Partners
All Partners

A community of leading organisations within Asian Wealth Management

Featured speakers
All event speakers

Senior figures in Asian Wealth Management are speaking at this event

Nicole Bodack

Accenture

David Wilson

Accenture

Declan Trezise

Babel Street

Ravi Kanteti

Bain & Company

Evrard Bordier

Bordier & Cie

Lucy Gao-Azak

Crossinvest

Vivek Gupta

DBS Bank

Bhaskar Vijay Singh

EY

Why you should attend Hubbis events

Connect

Connectivity across Private Banking, Independent Wealth Management, Retail Banking, Asset Management, Insurance, Technology, Professional Services and other communities.

Learn

Find out how the industry can develop further & lessons it can learn from elsewhere. Improve skills and knowledge through a practical, enjoyable and interactive learning experience.

Enjoy

Hubbis events are not only consistent, relevant, engaging and unique but also highly positive, and fun experiences.

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Experience our latest event for yourself

HUBBIS DIGITAL ASSETS IN WEALTH MANAGEMENT FORUM - SINGAPORE 2023

The Ballroom, L2, Conrad Centennial Singapore, Singapore

Hubbis is delighted to announce we will be hosting the 2023 HUBBIS DIGITAL ASSETS IN WEALTH MANAGEMENT...

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Event Agenda
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  • 8.30am

    Registration

  • 8.55am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.00am

    Panel Discussion

    Trends and Priorities - Private Wealth Management in Asia

    • What are the key trends taking place in wealth management globally and particularly in Asia, and where are the biggest challenges and opportunities that digital solutions can help overcome?
    • Where does Singapore sit in this regional/global wealth management landscape, and what are the key digital transformation needs ahead that will keep Singapore at the front of the market?
    • What are the key priorities in terms of boosting internal and operational efficiencies and achieving cost savings?
    • What are the key digital solutions that will help deliver greater client centricity, personalisation and client satisfaction?
    • How can digital tools and solutions help incumbents stay ahead of the pack in an increasingly competitive wealth management market?
    • What are some of the advantages or possibly drawbacks of the digital investment platforms?
    • Regulatory and compliance challenges just keep getting more pervasive, so what can technology do to help the wealth industry overcome these in a timely, and cost-effective manner?
    • What are the key trends in custody and also privacy and security, and where can digital tools improve coverage and outcomes?
    • What does all this mean for the competitive environment in Singapore and further afield in Asia?
    • How does technology help the wealth market to curate and then deliver advice more effectively?

    Chair

    David Wilson

    Principal Director, Asia Wealth Management Lead

    Accenture

    Speakers

    Evrard Bordier

    CEO and Managing Partner

    Bordier & Cie

    Yujun Lin

    CEO, Singapore

    Interactive Brokers

    Michael Blake

    CEO Wealth Management Asia

    UBP

    Mark Buesser

    Chairman

    IMTF

  • 9.40am

    Presentation - Unlocking efficiency: The right technology allows advisers to focus on what matters – their clients.

    Gareth Rees

    Head of Presales APAC

    InvestCloud

    To effectively compete and provide value to clients, firms need to find the right technology solutions that will maximise efficiency and free up adviser time to focus on delivering exceptional service to their clients and growing their business.

    In this presentation, we will explore:

    • Why firms need to identify and implement the right technology solutions to help them maximise efficiency and grow their business.
    • What specific challenges advisers are facing industry wide including productivity, data overload and providing personalisation at scale.
    • How firms can leverage technology to streamline adviser workflows so advisers can spend more time on the high value work that retains and grows their clients.
       
  • 10.00am

    Presentation - Plug-and-Play Banking in a Constantly Evolving Wealth Ecosystem: The Choice is Yours

    Andreas Mettenberger

    Associate Partner

    Synpulse

    In an ever-evolving wealth landscape, banks face the tough but critical decision: build or buy a wealth platform? We’ll dissect the complexities and challenges that banks encounter during this decision-making process, including integration hurdles, customisation limitations, and scalability concerns. Learn how the right solution can help your bank break through this conundrum.

  • 10.15am

    Panel Discussion

    Creating efficiency through the proper use of data to elevate the client experience

    • Why is data considered ‘the new oil’ for businesses of all types, and why is refined and processed data so important for the wealth management industry?
    • What data management digital solutions and tools exist to help boost personalisation and the client journey, and where do AI and ML fit in?
    • Where does AI-enhanced data link into other key protocols, such as CLM and CRM?
    • As the client needs and expectations evolve, so also the wealth management proposition must evolve. Is this where ML fits in?
    • What are the key competitive advantages of solutions that will help deliver greater client centricity, personalisation and client satisfaction?
    • How can data management and analytics help to elevate the skills, capabilities and productivity of the RMs and advisors? Or perhaps, will AI & ML diminish/weaken the role of RMs/Advisors within the private bank industry?
    • How do the private banks and wealth firms make the right decisions around data and related digital tools, and then expedite and implement them effectively?
    • What is coming next?

    Chair

    Andrew Bresler

    Chief Revenue Officer & Deputy General Manager – APAC

    InvestCloud

    Speakers

    Michele Ferrario

    Co-founder and CEO

    StashAway

    Vivek Gupta

    Senior Vice President, Regional Cognitive Banking and Martech

    DBS Bank

    Bhaskar Vijay Singh

    Director - Financial Services Consulting

    EY

    Joel Carpenter

    Divisional Director, Marketing

    St. James's Place

  • 10.45am

    Presentation - Scaling Without Pain – Can you have your cake and eat it too?

    Darell Miller

    Managing Director APAC

    Wealth Dynamix

    Wealth Dynamix are leading providers of Client Lifecycle Management solutions to some of the best-known names in wealth management and private banking. In this presentation we will explore:

    • Why breaking the chain between revenue and costs is crucial for Wealth Managers and Private Banks that want to scale profitability
    • Why does this matter now?
    • How do you break the chain and enable relationship managers to better serve their clients?
    • Scale, eat, repeat!
  • 11.00am

    Refreshment & Networking

  • 11.30am

    Presentation - Re-imagining the Role of the RM

    David Wilson

    Principal Director, Asia Wealth Management Lead

    Accenture

    • Wealth firm ambitious growth targets
    • Constraints on RM productivity
    • Unlocking RM value-add
    • Benefits to getting it right – increase revenue dramatically
    • Starting on the journey
  • 11.45am

    Panel Discussion

    Digital Solutions and the Opportunities & Challenges Around Enhancing Client Engagement

    • What is optimal client engagement all about today, how has it evolved, and where is it heading?
    • Where can the ‘human touch’ be augmented or possibly replaced by digital engagement? Across the wealth spectrum, or is client engagement more nuanced between the different wealth categories, i.e., for the key mass affluent, HNW and UHNW client segments?
    • How do you deliver advice, robust and more valuable and constructive engagement and at the same time do so at a greater scale?
    • Ultimately, private clients want to achieve strong portfolio performance, so how do competitors enhance their engagement around ‘portfolio solutions’ for their clients?
    • How can digital tools and solutions help enhance the delivery of best-in-class products and advice?
    • Can technology improve risk management and the articulation of risk parameters for their clients?
    • How do private banks and other firms better engage with clients on ESG and sustainability?
    • How can you deliver better insights and guidance on next-best-action?
    • Engagement does not stop with advice and execution, it extends deep into performance data and reporting and portfolio refinement, so what tools and approaches help in these areas?
    • Does better engagement translate to improved client acquisition and retention?
    • What solutions and tools are in the pipeline that will further enhance personalisation, relevance and higher-quality advice?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Nicole Bodack

    Managing Director, C&IB, Wealth & Asset Management, APAC

    Accenture

    Guillaume Roux-Chabert

    Head of Sales, Singapore

    Interactive Brokers

    Darell Miller

    Managing Director APAC

    Wealth Dynamix

  • 12.15pm

    Presentation - Private Bank, Bank, Broker – where should you safekeep your client assets?

    Ivan Chang

    Regional Manager, Institutional Business

    Saxo

    • We will explore how each provider offer differing value propositions
    • How would you evaluate their individual merits and consider the trade-offs between them
  • 12.30pm

    Panel Discussion

    Future Proofing the Wealth Management Platform

    • What are the key priorities in terms of boosting internal and operational efficiencies and achieving cost savings?
    • What are the key priorities around client personalisation and improving engagement?
    • Is there a sufficiently strategic approach to using digital to improve systems and processes, as well as to help these banks and private wealth management firms deliver better products, advice and outcomes for their clients?
    • How are you balancing off the platform’s self-serve capabilities and the clients’ need for human connectivity and advice? How important is scalability?
    • What is coming next in the world of digital technologies and services that will further enhance the wealth management offering in the region, and how can those improve the proposition?
    • How are you making the organisation more agile?
    • Can you clearly see how to fully monetise your various digital investments and transformations?
    • How do you make the right decisions and then expedite and implement them effectively?
    • What are the key pitfalls to avoid?
    • What core approaches can market players take to ongoing digital transformation? Should they build, buy, or outsource, and how can they properly assess the providers?
    • Who implements the decisions, and is enough being done to ensure the right levels of internal adoption/buy-in, and to make sure that the private clients understand the advantages and can make full use of the new and improved suite of capabilities on offer?
    • What is coming next down the digital highway, and what are the implications?

    Chair

    Yash Shah

    Partner

    Synpulse

    Speakers

    Nayeem Khan

    Chief Operating Officer - BPCAL and South Asia

    Pictet

    Ravi Kanteti

    Associate Partner - Singapore

    Bain & Company

    Steve Knabl

    Chief Operating Officer & Managing Partner

    Swiss-Asia Financial Services

    Dr. Silvio Struebi

    Partner

    Simon-Kucher Global Strategy Consultancy

  • 1.00pm

    Lunch & Networking

  • 2.00pm

    Panel Discussion

    The rise of digital platforms for private wealth management

    • How do you decide on the right platform / custodian for your clients?
    • What are the trends and developments we are witnessing today?
    • How are your priorities changing?
    • What are the business models that are relevant to this segment?
    • Have the bank crises in the US and at Credit Suisse damaged confidence in international bank brands, perhaps giving an advantage to domestic and regional banking powerhouses?
    • What are the potential advantages of using a digital platform for custody and execution?
    • Who do you partner with for success? Platforms / Investments / Tech?
    • What must you offer to deliver a genuinely client-first advisory offering?  How can digital help?
    • Where do you get the best inputs when considering the advice that you give to clients? How does technology / digital help?

    Chair

    Rafael Weber

    Head of Institutional Clients

    Swissquote

    Speakers

    Urs Brutsch

    Managing Partner & Founder

    HP Wealth Management

    Mauricio Ribeiro

    Partner

    MOIQ Capital

    Julien Le Noble

    CEO

    GTN Asia Financial Services

  • 2.40pm

    Workshop - Introduction to Interactive Brokers digital Custody and Execution Platform for EAMs, MFOs

    Guillaume Roux-Chabert

    Head of Sales, Singapore

    Interactive Brokers

    • Introduction to IBKR's Institutional Platform
    • Partnering for success: How IBKR helps managers scale their practice and maximize value for clients
    • Augmenting your investment experience - a case study


     

  • 3.20pm

    Presentation - More Effective KYC – powered by a risk-driven, real-time dynamic approach

    Mark Buesser

    Chairman

    IMTF

    • Dynamic Perpetual KYC – what is that?
    • More granular risk rating
    • Integration of all internal and external information
  • 3.40pm

    Presentation - Cross script ID matching & screening: false positives reduction & explainable AI

    Declan Trezise

    Global Head Consulting

    Babel Street

    • The impact of false positives and missed matches in screening
    • AI -based smart fuzzy name matching demonstration
    • Explaining matches for regulator approval and drive towards continuous improvement
  • 4.00pm

    Refreshment & Networking

  • 4.20pm

    Panel Discussion

    Compliance and Onboarding – Getting it right

    • What are your on boarding challenges?
    • How can you streamline on boarding? And make the process more efficient?
    • With recent AML issues in Singapore - does anything need to change?
    • COSMIC AML initiatives and data exchange – how does this effect you?
    • What's your view on open banking and sharing information with peers? Pros and cons?
    • Why is there a lack of consistency across different private wealth managers?
    • What can the industry do to make this all less painful and time consuming? Can it be simplified?
    • What's the future of onboarding? To what extent can AI help?
    • Improving Financial Crime Operations – how can this be achieved?
    • Control and Risk Management – what are the challenges? How are they addressed?
    • Dynamic Perpetual KYC – what does this mean?
    • More granular risk rating – how can this be executed?
    • Integration of all internal and external information – how can you best achieve this?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Lucy Gao-Azak

    COO & Head of Wealth Management

    Crossinvest

    Ajit Vaidya

    Head of International Wealth Management Operations

    Nomura

    Mark Buesser

    Chairman

    IMTF

    Declan Trezise

    Global Head Consulting

    Babel Street

    Andreas Wenger

    Partner

    Finalix

  • 5.00pm

    Forum Ends

Oct 4

HUBBIS DIGITAL WEALTH FORUM - SINGAPORE 2023

The Ballroom, L2, Conrad Centennial Singapore,Singapore

Speakers

Nicole Bodack

Accenture

David Wilson

Accenture

Declan Trezise

Babel Street

Ravi Kanteti

Bain & Company

Evrard Bordier

Bordier & Cie

Lucy Gao-Azak

Crossinvest

Vivek Gupta

DBS Bank

Bhaskar Vijay Singh

EY

Andreas Wenger

Finalix

Julien Le Noble

GTN Asia Financial Services

Urs Brutsch

HP Wealth Management

Mark Buesser

IMTF

Guillaume Roux-Chabert

Interactive Brokers

Yujun Lin

Interactive Brokers

Andrew Bresler

InvestCloud

Gareth Rees

InvestCloud

Mauricio Ribeiro

MOIQ Capital

Ajit Vaidya

Nomura

Nayeem Khan

Pictet

Ivan Chang

Saxo

Dr. Silvio Struebi

Simon-Kucher Global Strategy Consultancy

Joel Carpenter

St. James's Place

Michele Ferrario

StashAway

Steve Knabl

Swiss-Asia Financial Services

Rafael Weber

Swissquote

Andreas Mettenberger

Synpulse

Yash Shah

Synpulse

Michael Blake

UBP

Darell Miller

Wealth Dynamix

Oct 4

HUBBIS DIGITAL WEALTH FORUM - SINGAPORE 2023

The Ballroom, L2, Conrad Centennial Singapore,Singapore

Partners

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Oct 4

HUBBIS DIGITAL WEALTH FORUM - SINGAPORE 2023

The Ballroom, L2, Conrad Centennial Singapore,Singapore

Summary

Setting the Scene for the forthcoming 2023 Digital Wealth Forum in Singapore

On October 4, a hand-picked set of digital technology solutions specialists and wealth management experts will look at the application of the latest digital solutions to the world of wealth management as technology revolutionises the offerings and efficiencies of private wealth managers and the broad wealth management community across Asia Pacific. During the 6 panel discussions, and the 9 presentations and workshops, our chosen experts will focus on as many of the core issues, developments and challenges as possible.

Trends & Priorities in Private Wealth Management in Asia

Technology businesses and FinTechs of all types serving the wealth management community need to have a deep and sophisticated understanding of the key trends and priorities of the industry if they are to create and deliver optimal digital solutions. Technology has been revolutionising the offerings and efficiencies of private bankers, EAMs, MFOs, SFOs and across the broad wealth management community in the region, but the technology and FinTech winners are those whose products and services address vital needs and also anticipate future developments in the market. Setting the scene in the opening panel discussion, a group of genuine experts will identify and discuss the state of the market and the evolution and innovations they anticipate ahead.  

Improving Client Engagement, Optimising Data, AI, and Analytics

In today’s intensely competitive world of wealth management, private banks and independent wealth managers of all types are seeking differentiation, and one way is to make sure their bankers, RMs, advisors and investment counsellors are more efficient and effective by arming them with innovative content solutions, and the best digital tools and protocols to boost client engagement, build trust, raise client loyalty and ultimately increase their share of wallet.

Data is the new oil, an expert at a Hubbis live event pronounced back in 2018. A key objective during the Forum will be to focus on enhanced data, data management, data analytics, AI and ML, and to debate why this is all so important to personalisation and to the broader wealth management journey. Our chosen experts will discuss what digital tools, protocols and approaches private banks and wealth management firms could or should adopt to enhance their skills and capabilities in these vital areas. They will also analyse whether technology investment is being properly targeted and executed, and they will discuss how the wealth management organisations competing in the Asia region can best select, adopt, and assimilate these new data management and data leveraging technologies to the best effect.

The wealth industry has shifted markedly in recent years towards a far more intensely client-centric model that sidesteps ‘product pushing’ in favour of carefully curated concepts, information, products and advice, delivered by the advisory community in a far more efficient manner but also with subtlety and empathy. Experts speaking at the event will analyse what tools, processes and technologies the banks and independent wealth firms can leverage to help their offering and their client-facing specialists become more efficient, more productive, more empathetic, more nuanced in approach, and thereby more client-centric. They will discuss how these competitors can help their teams project and also deliver the best versions of themselves and the banks and wealth firms they represent.

The rise of Digital Platforms and Future-proofing the Wealth Management Offering

Our speakers will discuss how to future-proof the wealth proposition by transforming and scaling their wealth platforms and investment offerings. 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. The 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 in the delivery of RM-led communication, advisory and DPM.

As part of this, the discussions will drill down into the rise of digital execution technologies and external platforms. Since the pandemic, there has been a supercharged thrust towards ‘smart’ access to financial services of all types and the wealth management industry’s business models have had to fast-forward 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, far better portfolio information and data from custodians, easier access, a broader array of products, and more seamless reporting.

This is essential, as wealth managers and private banks are also increasingly striving to ‘democratise’ their service and product offerings to the wider audience of affluent clients to compete and grow in the new hyper-digital world, and tech-driven hyper-personalisation is at the core of fulfilling this concept. At the same time, whatever automation and efficiencies can be achieved will help offset rising costs and increasing complexities.

And no discussions around technology are complete without looking at the latest state of solutions for compliance, onboarding, KYC, AML, privacy protocols, cyber-crime prevention and other vital operational, procedural and regulatory demands that are placed even more robustly on the private banks and wealth managers.  

Join us on October 4 in Singapore for what will surely be an informative, lively, educational and comprehensive overview of the state of, and outlook for, digital transformation in the region’s wealth management markets.

 

And remember, to give you even more understanding of what you can expect from the 2023 event, you can CLICK HERE to view the output of our very successful 2022 event.

Oct 4

HUBBIS DIGITAL WEALTH FORUM - SINGAPORE 2023

The Ballroom, L2, Conrad Centennial Singapore,Singapore