Hubbis was delighted to host the 2022 Investment Solutions Forum on Wednesday 14th September in Singapore.

Thanks to our sponsors: GAM Investments, Allfunds, Janus Henderson Investors, InvestaX, CSOP Asset Management, Shojin Property Partners, MSCI, Leonteq Securities

We are pleased to report that more than 200 colleagues attended the event for the day, including 20 speakers. Together they represented a remarkable cross-section of the Asian wealth management industry.

These are the topics and themes that we covered:

  • Private Wealth Leaders – refining the proposition to meet client needs
  • Investing in China – where can you find the best value?
  • The evolution of the ESG investment market
  • The Use of ETFs in HNW portfolios
  • Building resilient, multi-asset class Portfolios in challenging markets
  • Navigating China investments amid disruptions
  • How sub advised funds will continue enhancing the fund industry across the globe – an empirical overview and strategic outlook
  • How overvalued is private real estate?
  • Every Investment Manager Needs a Digital Asset Securities Strategy
  • UK real estate investing unlocked

 

Sep 14

HUBBIS INVESTMENT FORUM - Singapore 2022

Pan Pacific Hotel, 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

Jatin Ondhia

Shojin

Andrew Hendry

Janus Henderson Investors

Arjan de Boer

Indosuez Wealth Management

Alice Tan

Maybank

Vincent Magnenat

Lombard Odier

Adrian Chew

CSOP Asset Management

Isaac Poole

Oreana Financial Services

Marc Lansonneur

DBS Private Banking

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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Event Agenda
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  • 8.30am

    Registration

  • 8.55am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.00am

    Panel Discussion - in partnership with Janus Henderson Investors

    Private Wealth Leaders – refining the proposition to meet client needs

    • What is happening to the private client base in Asia, and how are clients’ needs and expectations changing?
    • Are clients genuinely more interested in ESG and Sustainability?
    • How are you enhancing your value proposition, products and service offering?
    • How are you evolving the quality and type of advice you offer to clients?
    • What are the preferences of the next gen?

    Chair

    Andrew Hendry

    Head of Distribution, Asia

    Janus Henderson Investors

    Speakers

    Vincent Magnenat

    Limited Partner, Global Head of Strategic Alliances, Asia Regional Head

    Lombard Odier

    Michael Blake

    CEO Wealth Management Asia

    UBP

    Carolyn Leng

    Managing Director

    Bordier & Cie

  • 9.30am

    Presentation - Navigating China investments amid disruptions

    Wendy Chen

    Senior Investment Analyst

    GAM Investments

    • Top-down disruption: the changing wind of regulations
    • Bottom-up disruption: the constant evolution of industries
    • Disruptor resonance: invest in China transformation
  • 9.45am

    Panel Discussion - In partnership with GAM Investments

    Investing in China – where can you find the best value?

    • What is China trying to achieve with policy/regulatory changes?
    • Which industries would benefit/suffer from the regulatory and policy changes going through China now?
    • What does this mean for manager selection?
    • What changes should a portfolio manager/asset allocator/fund selector implement in their investment approach towards China?
    • Property market turmoil – what are the effects for other consumer led sectors?

    Chair

    Terence Bong

    Managing Director - Head of Singapore

    GAM Investments

    Speakers

    Jean Chia

    Head, Portfolio Management & Research Office (PMRO)

    Bank of Singapore

    Alice Tan

    Head of Maybank Private and Head, Products and Investment Solutions

    Maybank

    Wendy Chen

    Senior Investment Analyst

    GAM Investments

  • 10.15am

    Presentation - How sub advised funds will continue enhancing the fund industry across the globe – an empirical overview and strategic outlook

    Dr Angelina Pramova

    Global Head of Business Development Investment Solutions

    Allfunds

    • What is the current magnitude of the trend towards combining investment funds with mandates or sub advised funds across different jurisdictions?
    • Do funds of funds still have a place in the core wealth management offering of a bank?
    • How can you exploit mandates and exclusive/tailored opportunities in the sub advisory space to enhance your profitability – empirical case studies.
  • 10.30am

    Panel Discussion - In partnership with Allfunds

    The evolution of the ESG investment market

    • What are you doing to adapt your products, services and expertise to the evolution of the ESG investment market today and for the future?
    • What are the expectations of investors in relation to ESG, Sustainability and Climate?
    • How are you delivering on their expectations?
    • What are some of the issues - data quality, reporting, consistent regulations etc?
    • How do you discuss the investment strategy with clients who are interested in ESG and Sustainably?
    • How do you frame the conversation with clients?
    • What are the consequences of ESG factors when related to portfolio performance and risk?
    • When selecting funds – how do you decide what is relevant and appropriate?

    Chair

    David Perez de Albeniz

    Regional Manager Asia

    Allfunds

    Speakers

    Marc Lansonneur

    Managing Director, Head of Managed Solutions and Investment Governance

    DBS Private Banking

    Arjan de Boer

    Head of Markets, Investments & Structuring, Asia

    Indosuez Wealth Management

    George Boubouras

    Executive Director and Head of Research

    K2 Asset Management

  • 11.00am

    Refreshment & Networking

  • 11.30am

    Presentation - How overvalued is private real estate?

    Tim Gibson

    Co-Head of Global Property Equities, Portfolio Manager

    Janus Henderson Investors

    • Real estate equities have fallen in 2022, Private real estate values are up – what’s going on!?
    • What is being implied by market pricing, who is right and what should I do?
    • Where are the opportunities and how do I access them?
  • 11.45am

    Presentation - Riding on the global recovery story with Singapore REITs

    Adrian Chew

    SVP, Sales & Product Strategy

    CSOP Asset Management

    • Singapore REITs market performance review
    • CSOP iEdge S-REITs Leaders Index ETF, why it makes sense.
  • 12.00pm

    Panel Discussion - In partnership with CSOP Asset Management

    Building resilient portfolios in challenging markets

    • Are your portfolios currently fully vested or holding high levels of cash or heavily hedged against downside risks?
    • Where do you see pockets of value and opportunities in the current global environment?
    • What are some on the themes that resonate with clients today?
    • What’s your view on the traditional 60/40 allocation going into an overall high interest rate regime like in the 70-80s?
    • How open are the U/HNWs to using ETFs for their portfolio?
    • Where are some of the challenges/benefits when using ETFs for asset allocations
    • Are ETFs an efficient tool in asset allocation and what proportion are these used in your bank?
    • ETF Innovation has come a long way, what further innovation you hope to see or expect in the near future?

    Chair

    Adrian Chew

    SVP, Sales & Product Strategy

    CSOP Asset Management

    Speakers

    Isaac Poole

    Global Chief Investment Officer Portfolio Manager

    Oreana Financial Services

    Steve Brice

    Chief Investment Officer

    Standard Chartered Private Bank

    Ritesh Ganeriwal

    Head of Investment Advisory

    Syfe

  • 12.30pm

    Presentation - Every Investment Manager Needs a Digital Asset Securities Strategy

    Julian Kwan

    Co-Founder and CEO

    InvestaX

    • Increase Assets Under Management (AUM)
    • Offer New Digital Products and Stay Relevant
    • Create New Revenue Streams for Their Business
  • 12.45pm

    Presentation - UK real estate investing unlocked

    Jatin Ondhia

    Co-Founder and CEO

    Shojin

    • The UK real estate investment market
    • Shojin’s real estate investment platform
    • Track record and investment opportunities
  • 13.00pm

    Lunch

  • 14.00pm

    Forum End

Sep 14

HUBBIS INVESTMENT FORUM - Singapore 2022

Pan Pacific Hotel,Singapore

Speakers

Jatin Ondhia

Shojin

Andrew Hendry

Janus Henderson Investors

Arjan de Boer

Indosuez Wealth Management

Alice Tan

Maybank

Vincent Magnenat

Lombard Odier

Adrian Chew

CSOP Asset Management

Isaac Poole

Oreana Financial Services

Marc Lansonneur

DBS Private Banking

Jean Chia

Bank of Singapore

Ritesh Ganeriwal

Syfe

George Boubouras

K2 Asset Management

Wendy Chen

GAM Investments

Tim Gibson

Janus Henderson Investors

Terence Bong

GAM Investments

Julian Kwan

InvestaX

Steve Brice

Standard Chartered Private Bank

Carolyn Leng

Bordier & Cie

Dr Angelina Pramova

Allfunds

David Perez de Albeniz

Allfunds

Michael Blake

UBP

Sep 14

HUBBIS INVESTMENT FORUM - Singapore 2022

Pan Pacific Hotel,Singapore

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Sep 14

HUBBIS INVESTMENT FORUM - Singapore 2022

Pan Pacific Hotel,Singapore