Hubbis is delighted to announce we will be hosting the HUBBIS INVESTMENT FORUM IN HONG KONG on Wednesday 25th September
The 2024 Hubbis Investment Forum in Hong Kong will focus on helping professionals manage wealthy clients' money wisely. It will highlight Hong Kong's role in global wealth management and address growth potential in different regions and regulatory challenges. The event will discuss using technology in wealth management, various investment strategies, and the impact of artificial intelligence. It will also explore how client engagement is changing after global events like the pandemic. The forum will feature over 20 expert speakers discussing how wealthy clients build their investment portfolios and how wealth management professionals provide advice and products.
These are some of the key topics that will be covered in the Summit:
- Asia’s Private Wealth Leaders – Navigating the Path to Sustainable Growth.
- The Evolution of Asian Private Client Portfolios in a Global Context.
- Identifying Opportunities Amidst Volatile Markets.
- Securing Consistent Income in an Uncertain World.
- Private and Alternative Assets – Rethinking Portfolio Diversification.
- Real Estate Investments: Strategies, Objectives, and Execution.
- ESG and Impact Investing – Cornerstones of Resilient Portfolios.
- Passive vs. Active Fund Strategies: Striking the Right Balance.
- Exploring Specialized Investment Opportunities across the Globe.
- Crafting Resilient Portfolios and Scaling Advisory Services.
- Peering into the Future – Anticipating Investment Trends and Client Needs in 2024 and Beyond.
To give you even more understanding of what you can expect from the 2024 event, you can CLICK HERE to view the event summary of our very successful 2023 forum.

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HUBBIS DIGITAL ASSETS IN WEALTH MANAGEMENT FORUM - SINGAPORE 2023
Hong Kong
Hubbis is delighted to announce we will be hosting the 2023 HUBBIS DIGITAL ASSETS IN WEALTH MANAGEMENT...
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8.30am
Registration
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8.55am
Welcome Address
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9.00am
Panel Discussion
Trends and Priorities - Private Wealth Management in Hong Kong
- What’s the role of Hong Kong today in the regional / global wealth management landscape?
- Where are the opportunities for further growth – for example, accessing the Greater Bay Area?
- What are regulatory and compliance issues that give you the most problems?
- What are the trends shaping the industry in the next ten years?
- Diversity of custody? Safety of custody? Where and how? What are the trends and expectations from clients?
- Big or small? Mainstream or bespoke? What was the effect of the downfall of Credit Suisse and SVB? Where do clients perceive is a safe haven for their money today?
- How are you improving your processes and platform?
- How do you manage delivering advice vs clients who want to work by themselves?
Chair
Speakers
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9.30am
Presentation - How digitisation will transform capital raising and investing in the next 3-5 years
- Why tokenisation is a solution to securities digitisation
- The role ADDX plays in the digital asset ecosystem
- What's in it for wealth managers?
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9.45am
Panel Discussion
Navigating more challenging investment markets
- What are the opportunities and challenges for the year ahead?
- How are you managing risk? Is it time to take on more risk?
- What's your favourite asset class now?
- What's your view on alternative investments? Private Markets?
- What is the outlook for interest rates in the US and in Europe? And how should clients respond?
- Is there an equity bubble? If so, where? Where can investors find value today?
- In the context of the fixed income and credit markets - should private clients today be investing in higher quality asset classes, or should they go down the credit spectrum? Should they consider taking more risk to get a higher income in the current market environment?
- Do investors need to adjust strategic allocations based on today's macro backdrop? What are the most likely assets and strategies to provide effective portfolio diversification?
Chair
Speakers
Timothy TsangHead of Investment Solutions and Deputy Head of Markets, Investments & Structuring, Hong Kong Branch
Indosuez Wealth Management
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10.15am
Presentation - Re-inventing access to private markets
- Why are private markets an increasingly critical part of private wealth clients' portfolios?
- How do private wealth managers access private markets at the moment and what are the pros and cons?
- What trends are emerging for new operating models to improve access to this asset class?
- What does the future hold for investing in private markets?
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10.30am
Presentation - Lumen Vietnam – Investment Pearl in Southeast Asia
- China Plus One Strategy: Vietnam
- Macro Insights
- Why Vietnam? Vietnam is an excellent diversification for your portfolio
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10.45am
Presentation - China Recovery to Continue
- Where Are We in Economic Recovery?
- Monetary Policy to Remain Accommodative
- Expansionary Fiscal Policy to be Expected
- Property Improved But Still a Drag
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11.00am
Refreshment & Networking
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11.30am
Presentation - AI – the next major technology compute wave
- A technology with the potential to disrupt multiple industries
- Early stages creates significant long term investment opportunities
- Market hype must be navigated along the way
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11.45am
Panel Discussion
Enhancing the Engagement with Clients
- What is client engagement all about in the post-pandemic universe, how has it evolved and where is it heading?
- Can the ‘human touch’ be replaced by digital?
- How do you deliver advice while creating scalability?
- How can you improve ‘portfolio solutions’ for clients?
- How can digital help create the right ‘thematic’ engagements with clients?
- CIO tools: How to source best in class products?
- Risk oversight: How do you ensure risk and ESG suitability across advisors and clients?
- Sales enablement: How do you assess current portfolios and proposed new solutions?
- Client engagement: How do you increase client retention with value added insights?
- Where and how can digital help private wealth management firms better engage with their clients?
- How can the advice on offer be curated and delivered to be more relevant, more informative, more tailored and more engaging?
Chair
Speakers
Juan AronnaHead, Investment Solutions and Products, RBC Wealth Management Asia
RBC Wealth Management
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12.30pm
Presentation - Capitalize on long-term megatrends: A rotation approach
- Challenges and opportunities in thematic investing
- A sentiment approach to capture relevant trends
- Customization – local variations
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12.45pm
Presentation - Helping EAMs navigate an increasingly uncertain landscape
- What are the challenges and opportunities in today’s environment?
- Systems and solutions – how can we be future-ready?
- Partnering for success
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1.00pm
Lunch & Networking
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2.00pm
Workshop - Introduction to Interactive Brokers digital Custody and Execution Platform for EAMs, MFOs
- 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
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2.40pm
Workshop - Discover the Hidden Potential: Unveiling the Benefits of Investing in Subordinated Debt of European Financials
- Navigating AT1 CoCos: Understanding Risks and Opportunities in the European Financial Landscape
- Capital Structure Secrets: Unearthing the Best Value Opportunities for Savvy Investors
- European Financials: A Positive Earnings Story in the Face of Rising Rates and Increased Profitability
- Seizing the Opportunity: Valuations and Extension Risk - A Winning Combination for Investors in European Financials
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3.20pm
Panel Discussion
Do Independent wealth managers offer a better client experience and advice?
- How is the independent wealth movement progressing in Hong Kong?
- How are the specific requirements of clients changing? Why do they use an EAM / MFO?
- What are the business models that are relevant to this segment?
- How does a single-family office or ultra-high net worth client choose the right multi-family office?
- How do you explain your wealth management proposition in comparison to a private bank?
- What must you offer to deliver a genuinely client-first advisory offering?
- How would you explain your value proposition?
- Do you need an investment adviser or CIO to run a meaningful and effective boutique independent wealth management firm?
- Where do you get the best inputs when considering the advice that you give to clients?
- Who do you partner with for success? Platforms / Investments / Tech / Professional Service?
- How do you build a good culture? How do you grow the business?
Chair
Speakers
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4.00pm
Refreshment & Networking
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4.20pm
Panel Discussion
The Adoption of Digital Assets & Tokenisation Amongst Private Clients in Asia
- How is the market enhancing and evolving itself after fraud and systemic shocks with unregulated crypto exchanges.
- What is the relevance to private wealth managers and UHNW clients? How should they engage this opportunity?
- What is the correct digital asset strategy? What are the pitfalls?
- How is the regulatory landscape developing?
- What role will Hong Kong now play in the further evolution of the market? What is your plan for digital assets in the next 6 months?
- Why would investors take the risk on digital assets when other asset classes have predictable returns?
- What will be the “breakthrough” asset class for tokenised securities to your company and clients?
- What will be the key factors that lead to the adoption of tokenised securities? How will the adoption curve steepen?
- Why have you made a decision to make digital assets a part of your business strategy?
- What are the key barriers to launching a digital asset strategy for your business?
- What key improvements would you like to see from a business perspective in the digital securities industry?
Chair
Speakers
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5.00pm
Forum Ends
HUBBIS INVESTMENT FORUM - Hong Kong 2024
Hong Kong

HUBBIS INVESTMENT FORUM - Hong Kong 2024
Hong Kong

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HUBBIS INVESTMENT FORUM - Hong Kong 2024
Hong Kong

Setting the Scene for the 2024 Hubbis Investment Forum Hong Kong
The 2024 Hubbis Investment Forum in Hong Kong will focus on helping professionals who manage wealthy people's money make smart investment decisions. This event will highlight Hong Kong's important role in the global wealth management landscape and how it offers unique solutions for rich clients in the city.
During this event, experts will discuss the potential for growth in various regions and address regulatory challenges. They will also analyse long-term trends in the investment industry and considerations related to financial security.
One significant topic of discussion will be the importance of incorporating technology in wealth management, such as digital assets and the tokenization of securities. The forum will also delve into different investment strategies for wealth managers, covering market navigation, the advantages of including private investments in portfolios, and insights into various markets.
Moreover, the event will explore the impact of artificial intelligence on investment strategies and how client engagement is changing in the aftermath of global events like the pandemic. There will be conversations about the preparedness and challenges faced by external asset managers, with comparisons between their services and those offered by independent wealth managers and financial institutions.
Very simply, the event will see 20-plus expert speakers look in-depth at the wealth management investment market, to understand more about how the mass affluent, HNW and UHNW clients are assembling their domestic, regional and global investment portfolios, and how the wealth management community is delivering its products and optimising advice.
These are some of the key topics that will be covered in the event:
- Asia’s Private Wealth Leaders – Navigating the Path to Sustainable Growth.
- The Evolution of Asian Private Client Portfolios in a Global Context.
- Identifying Opportunities Amidst Volatile Markets.
- Securing Consistent Income in an Uncertain World.
- Private and Alternative Assets – Rethinking Portfolio Diversification.
- Real Estate Investments: Strategies, Objectives, and Execution.
- ESG and Impact Investing – Cornerstones of Resilient Portfolios.
- Passive vs. Active Fund Strategies: Striking the Right Balance.
- Exploring Specialized Investment Opportunities across the Globe.
- Crafting Resilient Portfolios and Scaling Advisory Services.
- Peering into the Future – Anticipating Investment Trends and Client Needs in 2024 and Beyond.
To give you even more understanding of what you can expect from the 2024 event, you can CLICK HERE to view the event summary of our very successful 2023 forum.