As we inch slowly towards some daylight from the very recent dark days of the Covid-19 crisis, Hubbis has decided that it is an ideal time to deliver a high-level discussion on which of the providers of custody and execution platforms survive and thrive.
The Hubbis Digital Dialogue discussion on June 18 will bring together some experts to debate whether it will be the incumbents – the traditional global private banks – or the newer ranks of online, digital platforms that offer the most compelling, best-value custody and execution in the years ahead.
As well documented in many Hubbis Forums, private discussion events and reports, the world of custody and execution has been evolving apace in recent years. While there was a time, not that long ago, when the only real viable options for independent wealth management firms and family offices in Asia were the Tier I private banks. Have these providers now become complacent, offering a sub-par service at an elevated price? What do clients want in the future and who will remain relevant?
It was amidst those conditions that the digital online platforms surged in prominence and efficiency in the major financial markets, especially in the US and Europe. In more recent times, these platforms have shifted their attention to the wealth markets of Asia Pacific, wanting to capture a sizeable slice of what had in the pre-COVID-19 world been the most robust region on the planet in terms of economic momentum and private wealth creation. But at the same time, there is also little doubt that the traditional incumbent Tier 1 banks have been trying to fight back, building their digital capabilities, honing their internal structures, and re-focusing and sharpening their execution capabilities.
The discussion will, therefore, debate the full spectrum of issues as providers battle it out to offer digitised, transparent, cost-effective solutions that today’s clients increasingly require and expect, providing not just efficient access, execution and custody but also simplified onboarding, real-time analytics, reporting and portfolio valuations, upgraded user experiences, greater transparency, a broader universe of product, and discrete, high-quality regulatory compliance.
Let battle commence…
View the content created from the dialogue
In the Post-Pandemic World, who will win the Battle of the P...
3.00pm - 4.00pm HKT/SGT
A community of leading organisations within Asian Wealth Management
Senior figures in Asian Wealth Management are speaking at this event
David Perez de Albeniz
Allfunds
David Friedland
Interactive Brokers
Mark Nelligan
Pershing Singapore, a BNY Mellon company
Adam Reynolds
Saxo
Damian Hitchen
Swissquote
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3.00pm
In the Post-Pandemic World, who will win the Battle of the Platforms?
- Can traditional Private Bank custody platforms survive?
- What’s different? What’s Your USP?
- How are platforms used to access investment products? Fees, costs and transparency?
- What is the User Experience?
- Functionality? Speed and efficiency?
- Investment coverage and market access?
- On boarding?
- What revenue can you capture?
- How is access to managed investments changing?
- End client review and analytics?
- Access to APPs and add-ons?
- Are clients looking for comprehensive service from a single service provider?
- Empowering distributors and Fund Houses with analytics, market insights, trends
- Regulatory data – what does that mean?
Moderator
Speakers
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4.00pm
Webinar Ends
In the Post-Pandemic World, who will win the Battle of the P...
3.00pm - 4.00pm HKT/SGT
David Perez de Albeniz
Allfunds
David Friedland
Interactive Brokers
Mark Nelligan
Pershing Singapore, a BNY Mellon company
Adam Reynolds
Saxo
Damian Hitchen
Swissquote
In the Post-Pandemic World, who will win the Battle of the P...
3.00pm - 4.00pm HKT/SGT
In the Post-Pandemic World, who will win the Battle of the P...
3.00pm - 4.00pm HKT/SGT