We were delighted to host our annual Independent Wealth Management event in Hong Kong.  Over 300 CEOs, COOs, CIOs, senior management and consultants attended – from a mix of Private Banks, Retail Banks, Insurance Companies, Independent Firms & Family Offices, and IFAs.

Oct 30

Independent Wealth Management Forum 2018

Conrad Hotel, Hong Kong

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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

Tony Wong

CSOP Asset Management

Tariq Dennison

GFM Asset Management

Urs Brutsch

HP Wealth Management

Oliver Balmelli

EFG Bank

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

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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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Middle East Wealth Management Forum 2020

Conrad Hotel, Hong Kong

We were delighted to host our 5th annual Middle East Wealth Management Forum in Dubai....

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Event Agenda
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  • 8.55am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.00am

    Panel discussion - What do you stand for? What do you focus on?

    • What are the different business models? What’s working?
    • Is there a growing divide between local IAM’s and European style IAM’s? To what extent it this an issue?
    • Are you genuinely client-centric? Independent and transparent?
    • What are some of the ways EAM / IAM can differentiate themselves from a typical private bank?
    • What must this industry do to dramatically move forward?
    • Innovation and evolution - How will you adapt to constant changes in technology, investor behaviour and regulation?
    • From a non-investment perspective – how do you service your clients and add value?
    • How are you considering the next generation?
    • What does the client really need from you? Typically, do they even know?
    • How will choose your ‘future leaders’? Whats YOUR succession plan?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Tariq Dennison

    Wealth Manager, US-Asia

    GFM Asset Management

    Urs Brutsch

    Managing Partner & Founder

    HP Wealth Management

    Kenny Ho

    Managing Partner & Founder

    Carret Private Capital

    Oliver Balmelli

    Deputy Chief Executive Officer and Head of Private Banking - Singapore

    EFG Bank

    Jaydee Lin

    Chief Operating Officer & Managing Partner

    Raffles Family Office

    John Wong

    Partner, China and Hong Kong, Private Client Services Leader Tax Services

    PwC

  • 9.45am

    Presentation - Digital delivery of wealth management - the era of the platform?

    Damian Hitchen

    Chief Executive Officer, Singapore

    Swissquote

    • Transition of wealth management into the digital era
    • Distribution / connectivity is key
  • 9.55am

    Presentation - Current Wealth Management Trends

    Irene Lee

    Business Development Director, Intermediary and Partnership

    Hawksford

    • Overview - Asia in General; GDP and Growth
    • Updates on Singapore and Hong Kong as Wealth Management Centres
    • Brief Updates on CRS and AEOI
    • Tax Compliant Estate Planning Tools
  • 10.05am

    Head - to - Head Q & A - Physical Gold – making a shiny and solid contribution to any portfolio

    David Fergusson

    Chairman

    Global Precious Metals

    • Why should you buy physical Gold?
    • How should you buy it? Or not buy it?
    • Where should you store it?
  • 10.15am

    Panel discussion - What’s the opportunity that the growing wealth in China represents to you?

    • What’s the role that Hong Kong based IAM could play in the future access to China wealth?
    • How can domestic and offshore firms collaborate?
    • What do clients want from their off-shore wealth management partners?
    • Is there an opportunity to help with investments as these clients look to diversify? 
    • The globalising of Chinese wealth and trends to watch
    • How are the different business models evolving in regional onshore wealth management markets?
    • Do Chinese clients have unique expectations around technology, products and service?
    • Are there any real family offices in China? What do they do? What are their needs?
    • What are the Tax and Wealth Planning considerations today?
    • In a new transparent world – how are the Chinese dealing with legacy and the next generation?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Nigel Rivers

    Founder and Chief Executive Officer

    Capital Solutions

    James Russell

    Managing Director, Hong Kong

    Equiom Group

    Michael Olesnicky

    Partner, Special Advisor

    KPMG

    Jacqueline Shek

    Executive Director, Trust Services

    ZEDRA

    Peter Golovsky

    Managing Director, Global Head of Fiduciary Services and Head of Asia

    Cone Marshall

  • 11.00am

    Presentation - Wealth Preservation & Wealth Transfer – Knowns & Unknowns

    David Denton

    Head of International Technical Sales

    Quilter International

    • Are HNW clients’ wealth needs fulfilled by the insurance products in the market place?
    • What opportunities remain overlooked or not yet fully-realised?
    • How to better manage multi-jurisdictional assets with respect to wealth preservation?
    • How can HNW clients achieve wealth transfer despite the regulatory and tax complexities in today’s world?
  • 11.10am

    Presentation - Recent Trends and Developments in Investor Migration

    Qishi Fu

    Senior Manager

    Henley & Partners

    • Global trends and developments in investor migration
    • What’s driving investor migration for Asian HNWIs?
    • Key considerations for HNWIs in relation to residence and citizenship planning
  • 11.20am

    Refreshment & Networking

  • 11.45am

    Presentation - Asia Future Leaders – Finding leading management teams demonstrating clear innovation in Asia

    Chris Chan

    Portfolio Manager

    EFG Asset Management

    • Asia is catching-up and even leading the West in new age, growth areas through their own innovation
    • The US has shown that the most successful companies are those with visionary leadership driving innovation from the top throughout the firm
    • So in a world of constant disruption, it is ever more important to focus on the quality of management teams and their ability to innovate   
  • 11.55am

    Presentation - The Revival of the Employee Benefit Trust

    James Russell

    Managing Director, Hong Kong

    Equiom Group

    • What’s driving the resurgence of the Employee Benefit Trust?
    • The positives and pitfalls for advisors
    • Challenges for the future and keeping Hong Kong at the forefront of the market
  • 12.05pm

    Presentation - Where Next? Tax implications of residence planning for HNW families

    Pierre Vanrenterghem

    Manager, South East Asia

    Rosemont

    • Overview of selected tax regimes in Europe
    • Implications of family relocation on their income tax, wealth tax, inheritance tax, etc.
    • Potential structuring solutions
  • 12.15pm

    Panel discussion - Are you growing your platform? What motivates you to do it? What are the problems?

    • How do you attract the right people without paying them a massive basic salary?
    • What motivates them to join YOU?
    • Bankers bring legacy clients to the EAM platform but how can you get new clients?
    • What's the alignment of interest?
    • Who owns it? Is it the same as working for private bank if you don't own it?
    • Let’s imagine you want to add just two RMs to your platform this year – what are the challenges? Is it difficult to find someone to join you that shares your value system and embraces the unique culture?
    • Can you improve processes? And can you make the connection between this and increased revenue?
    • Is critical mass an issue? When do economies of scale kick in? When a company grows you face ballooning costs. Can you travel the road from ‘small’ to ‘medium sized’ without dying on the journey?
    • If you diversify will you damage the existing value proposition?
    • How can you best deal with your practice management, governance and controls?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Mark Brady

    Executive Director, Institutional Asset Management

    Venture Smart

    Jon Dingley

    Head of Private Wealth

    CBH Asia

    Rohit Bhuta

    Chief Executive Officer

    Crossinvest

  • 13.00pm

    Presentation - Finding the best starts ups around the world: Investment process of a super angel investor

    Ian Sosso

    Founder & Managing Partner

    Monte Carlo Capital

    • What are super angels
    • Why investing in start ups can be the most profitable asset class
    • From deal sourcing to due diligence, deal structuring, and working with portfolio companies till exit
  • 13.10pm

    Lunch

  • 13.50pm

    Room A – Workshop - Delivering wealth management via a digital platform

    Damian Hitchen

    Chief Executive Officer, Singapore

    Swissquote

    Swissquote Bank present their market-leading digital, global-trading and custody platforms for Independent Asset-Managers

  • 13.50pm

    Room B – Workshop - Solutions on Wealth Preservation & Wealth Transfer For HNWs

    David Denton

    Head of International Technical Sales

    Quilter International

    Fred Wong

    Head of HNW Solutions Hong Kong & NE Asia

    Quilter International

    This is a workshop to share the HNW clients’ needs and concerns on wealth preservation and inter-generational wealth transfer. At the workshop, we will discuss how a private placement life insurance (PPLI) and variable universal life (VUL) help solve the concerns of the HNWs. You should attend:

    • If any of your clients own wealth internationally such as holding UK and US assets directly
    • If any of your clients own London residential property
    • If any of your clients are planning to move to Australia
    • If you are looking for a solution to simplify CRS
    • If any of your clients are very concerned about confidentiality when planning for succession
  • 14.30pm

    Room A – Workshop - Leading Residence and Citizenship-By-Investment Programmes

    Jonathan Tang

    Director

    Henley & Partners

    • Overview of Immigration programmes
    • European Citizenship-by-Investment in Malta and Cyprus
    • EB-5 is not the last solution to the US
    • The exclusive residence programmes in Asia
  • 14.30pm

    Room B – Workshop - Managed Accounts in Asia

    Anthony J. Harper

    Chief Executive Officer and Co-Founder

    Axial Partners

    Managed accounts are one of the largest and fastest growing segments of the wealth management market globally, eclipsing $5 trillion of assets in the U.S. market alone. Increasingly they are available in Asia as an important tool for wealth managers to access third party asset managers to implement tailored and transparent solutions for their discretionary portfolio management clients.

    • What is a managed account?
    • How does it work?
    • Making money for clients with managed accounts
    • Why is a managed account relevant in Asia today?
    • Who is Axial Partners?
  • 15.10pm

    Refreshment & Networking

  • 15.30pm

    Panel discussion - Products and Platform. What's your real value proposition?

    • What are the challenges and opportunities you face today around products and services?
    • How can you improve your platform? • What is your investment process and philosophy? How do you deliver advice?
    • Can you pick investment products better?
    • Can you really do due diligence of funds?
    • How can independent firms deliver alpha?
    • Whats the opportunity that insurance represents to you and your clients?
    • Does your platform need to be shaken up and reengineered?
    • FinTech and Robo Advice – does it have any real relevance to you?
    • How do you decide who to partner with?
    • What can you outsource? What’s impossible to outsource?
    • How can you increase revenue? Reduce costs?
    • How can you compete with the big private banks?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Damian Hitchen

    Chief Executive Officer, Singapore

    Swissquote

    Werner Schlossmacher

    Managing Director, Platform Solutions Group, APAC Solutions, Markets, Asia Pacific

    Credit Suisse Private Banking

    Harold Kim

    Founder and Chief Executive Officer

    Neo Risk Investment Advisors

    Keith Wong

    Chief Executive Officer

    Winland Wealth Management

    David Varley

    Chief High Net Worth Officer, Hong Kong

    Sun Life Financial

    Sandro Dorigo

    Chairman, Founding Partner

    Leonteq Securities

    David Friedland

    Managing Director, Asia Pacific

    Interactive Brokers

  • 16.15pm

    Panel discussion - What products do you have that you feel would be most valuable to HNW / UHNW clients?

    • What funds / investment products have you got that are specifically relevant to this IAM audience?
    • Whats the role of structured products at times like this?
    • How do clients buy and store physical gold? What's the importance of this for a typical client?
    • Private vs Public – whats best?
    • What strategies will enable Asian investors get higher returns, whilst been mindful of potential market challenges today?
    • Global equity markets have seen a strong run. Does it still have legs? Or are we reaching a terminal stage?
    • Where do you now turn to drive long-term returns for a portfolio?
    • How are you helping your clients access interesting and unique investment solutions – for example in the private debt and private equity space?
    • How do you help clients access these opportunities and how do you package these solutions?
    • Do you buy private assets and real estate – how important is this? How do you access these opportunities? 

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Nicholas Hulme

    Executive Director, General Manager Unigestion Asia

    Unigestion

    Tony Wong

    Head of Intermediary Sales

    CSOP Asset Management

    Alain Groshens

    Co-Founder & Chief Executive Officer

    SystematicEdge

    Tobias Bland

    Chief Executive Officer

    Enhanced Investment Products

    Terry Tsang

    Chief Investment Strategist

    Premia Partners

  • 17.00pm

    Forum End

Oct 30

Independent Wealth Management Forum 2018

Conrad Hotel,Hong Kong

Speakers

Tony Wong

CSOP Asset Management

Tariq Dennison

GFM Asset Management

Urs Brutsch

HP Wealth Management

Oliver Balmelli

EFG Bank

Werner Schlossmacher

Credit Suisse Private Banking

Riccardo Lehmann

Damian Hitchen

Swissquote

Irene Lee

Hawksford

Jaydee Lin

Raffles Family Office

Tobias Bland

Enhanced Investment Products

Rohit Bhuta

Crossinvest

Sandro Dorigo

Leonteq Securities

Nicholas Hulme

Unigestion

David Denton

Quilter International

Rita Chiu

Avenue Asset Management

Peter Golovsky

Cone Marshall

Jacqueline Shek

ZEDRA

Keith Wong

Winland Wealth Management

Michael Olesnicky

KPMG

Jon Dingley

CBH Asia

Kenny Ho

Carret Private Capital

Pierre Vanrenterghem

Rosemont

Brendon Wong

Winland Wealth Management

David Fergusson

Global Precious Metals

Chris Chan

EFG Asset Management

Harold Kim

Neo Risk Investment Advisors

Terry Tsang

Premia Partners

Fred Wong

Quilter International

Nigel Rivers

Capital Solutions

David Friedland

Interactive Brokers

Mark Brady

Venture Smart

Ian Sosso

Monte Carlo Capital

Qishi Fu

Henley & Partners

James Russell

Equiom Group

David Varley

Sun Life Financial

Alain Groshens

SystematicEdge

Anthony J. Harper

Axial Partners

Jonathan Tang

Henley & Partners

Oct 30

Independent Wealth Management Forum 2018

Conrad Hotel,Hong Kong

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Oct 30

Independent Wealth Management Forum 2018

Conrad Hotel,Hong Kong

Event Highlights

We were delighted to host our annual Independent Wealth Management event in Hong Kong.  Over 300 CEOs, COOs, CIOs, senior management and consultants attended – from a mix of Private Banks, Retail Banks, Insurance Companies, Independent Firms & Family Offices, and IFAs.

Below for your interest and reference are links to various content we captured from the day. Please click on the orange headlines – and do send any comments or feedback to events@hubbis.com.

 

Content Highlights 

Video Highlights
Video Highlights Summary PDF
Photos
Event summary
Panel discussions
Presentations & Wealth TALKS
Videos

 

Post-event Report

You might also like to view the full Post-Event Report – which is a consolidated summary, including photos of speakers & delegates, the attendee profiles & some delegate feedback, polling results, and more. 

 

Event Summary 

Asia - a strong platform for continued expansion of independent wealth

The independent wealth management sector in Asia is still relatively minor compared to the coverage of the major private banks and other large wealth firms, but those who have already established their business models see even better times ahead. The Hubbis Independent Wealth Management Forum attracted a wide range of panellists, speakers and attendees who left at the end of the day with a more comprehensive vision of the challenges and opportunities that lie ahead for the independent asset management (IAM) firms and multi-family offices (MFOs) in Asia.

 

Video Highlights

At the Hubbis Independent Wealth Management Forum in Hong Kong, we interviewed leading industry experts. 
Full Video Highlights
Video Highlights Summary PDF
I love wealth management

 

Panel Discussions 

We held 5 interactive panel discussions throughout the day – which involved 27 senior industry practitioners who we invited to participate and share their thoughts. We have also incorporated into the summaries below the briefing notes which speakers sent to us in advance of the event. Plus, we have included the results of audience polling as well as questions we received from delegates. Click on each headline to view the PDFs.

 

The Differentiation Game: How the Independents Survive and Prosper
To survive as an independent, or external, wealth adviser or asset manager you need to differentiate your offerings both to clients and to the ‘street’ so that you can win and retain customers and top-level hires. A panel of experts gave their insights at the Hubbis Independent Wealth Management Forum, highlighting the opportunities and challenges for today…and tomorrow.

Panel members
Tariq Dennison  Investment Specialist, Retirement Plans, GFM Asset Management
Urs Brutsch  Managing Partner & Founder, HP Wealth Management
Kenneth Ho  Managing Partner & Founder, Carret Private Capital
Oliver Balmelli  Deputy Chief Executive Officer and Head of Private Banking EFG Bank, Singapore Branch
Jaydee Lin  Executive Director, Raffles Family Office
 

The Opportunity Presented by the Growing Private Wealth in China
The growing private wealth in China represents an outstanding opportunity for wealth management professionals both within and outside China, as there is an urgent need for properly qualified advisers who can help wealthy families navigate the brave new world of compliance, whilst ensuring their assets achieve the best returns and their offshore structures are optimised.

Panel members
Nigel Rivers  Founder and Chief Executive Officer, Capital Solutions
James Russell  Director, First Names Group
Michael Olesnicky  Partner, Special Advisor, KPMG
Jacqueline Shek  Executive Director, Trust Services, ZEDRA
Peter Golovsky  Managing Director, Global Head of Fiduciary Services and Head of Asia, Cone Marshall

 

How can Independent Wealth Managers Grow their Platforms and Offerings?
How do the independent wealth advisers and asset management firms attract the right people and then retain them, when it is so tough to train younger professionals in-house? How do the smaller firms create and impose their identity in an intensely competitive industry? Is consolidation in the sector inevitable, especially in face of rising regulatory burdens? 

Panel members
Mark Brady  Executive Director, Institutional Asset Management, Venture Smart
Jon Dingley  Head of Private Wealth, CBH Asia
Riccardo Lehmann Managing Director, Swiss-Asia Asset Management
Rohit Bhuta  Chief Executive Officer, Crossinvest

 

Products and Platform: What is the EAM Value Proposition, Today and Tomorrow?
Are third-party digital platform providers offering external asset management (EAMs) the products, service and price they need to compete effectively with the ongoing digitalisation of private bank platforms? Aside from product, which is becoming increasingly commoditised, how can EAMs differentiate themselves? Will technology efficiencies and the ensuing cost savings be offset by higher regulatory costs? There was only one clear consensus, that the independent wealth sector will grow apace in Asia, just as it has in developed markets such as Switzerland.

Panel members
Damian Hitchen  Chief Executive Officer, Middle East & Asia, Swissquote
Werner Schlossmacher  Managing Director, Platform Solutions Group, APAC Solutions, Markets, Asia Pacific, Credit Suisse
Harold Kim  Founder and Chief Executive Officer, Neo Risk Investment Advisors
Keith Wong  Chief Executive Officer, Winland Wealth Management
David Varley  Chief High Net Worth Officer, Sun Life Hong Kong, Sun Life Financial
Sandro Dorigo  Chairman, Founding Partner, Leonteq Securities
David Friedland  Managing Director, Asia Pacific, Interactive Brokers

 

Products and Strategies for Asia’s HNWIs Amidst Ongoing Market Volatility
A panel of Asia-based investment experts closed out the Hubbis Independent Wealth Management Forum by highlighting the quite dramatically different equity and bond market conditions that appear to have set in for the foreseeable future. If there was a single overriding message from all the participants, it was that mainstream financial markets are heading back towards normalisation. That means there will be higher risk, returns will be more elusive and therefore that smart investment strategies are essential. 

Panel members
Nicholas Hulme  Executive Director, General Manager Unigestion Asia, Unigestion
Tony Wong  Head of Wealth Solutions, Sales & Product Strategy, CSOP Asset Management
Alain Groshens  Co-Founder & Chief Executive Officer, SystematicEdge
Tobias Bland  Chief Executive Officer, Enhanced Investment Products
Terry Tsang Chief Investment Strategist, Premia Partners

 

Presentations 

Below are summaries of the Presentations and Wealth TALKS delivered at the event. These were 10-minute slots hosted either by senior industry practitioners who we invited to speak (Wealth TALKS), or by some of our event partners (Presentations). Also listed with each summary are links to the presentation slides (where these are made available by speakers). Click on each headline to view the web versions of these – from which you can also access the 1-page PDFs.

Gold’s Appeals as a Non-Correlated Asset Outside the Global Financial System
David Fergusson, Chairman of Global Precious Metals told the audience that Asia’s wealthy investors should hold physical gold to offset volatility in their mainstream financial investment portfolios, as well as because gold is outside the global financial and regulatory infrastructure.

Existential Risk and the Need to Embrace the Digitisation of Wealth Management
Swissquote serves its entire global client base of more than 300,000 customers entirely through a digital interface. Damian Hitchen, CEO for the Middle East and Asia, believes the digital revolution is picking up steam and warns that those in the wealth management industry who do not embrace change face possible extinction as smarter, bigger and more resourceful entrants pile in.

Wealth Management trends in Asia amidst a World of Change
Irene Lee, Head of Business Development, Intermediary and Partnership for Asia at Hawksford, is based in Singapore and looks after clients across the region, from India to China. Her role gives her a unique perspective on the growth and opportunities for the wealth management industry in Asia, as well as deep insights into the current and future drivers of change, for example, the new and ever-tighter regulatory and compliance demands now emerging both globally and within the region.

Wealth Preservation and Wealth Transfer – The Role of Life Insurance Solutions
David Denton, Head of International Technical Sales for Old Mutual International, considers insurance solutions ideal for managing multi-jurisdictional assets, for wealth preservation and for the ever-complex needs for wealth transfer in an increasingly regulated world.

Asia: Home to Innovation, Fertile Ground for Tomorrow’s Corporate Leaders
Asia is catching-up and even leading the West in the new age, growth areas through their own home-grown innovation, Chris Chan told the audience at the Hubbis Independent Wealth Management Forum. Chan is the portfolio manager at EFG Asset Management, which has a new Future Leaders initiative, aimed at identifying and tracking Asia-Pacific's corporate innovators and leaders.

The Revival of the Employee Benefit Trust
James Russell, Director of First Names Group addressed the audience at the Hubbis Independent Wealth Management Forum to highlight the resurgence of the Employee Benefit Trust and alert wealth advisers to the key advantages, and a few possible pitfalls, for advisers and their clients. He said that with the right strategy, Hong Kong can remain at the forefront of the market.

Where Next? Tax Implications of Residence Planning for Asia’s HNW families
Pierre Vanrenterghem, Manager for South East Asia at Rosemont International is an expert in advising high-net-worth individuals (HNWIs) and their families on the tax implications of their residence and possibly citizenship outside their countries of origin. Whether it is income tax, an assets tax, or inheritance tax, there are challenges and there are solutions, he told the audience at the Hubbis Independent Wealth Management Forum.

Funding the Best Starts-ups: How Asia’s Wealthy can Become Super-Angels
Ian Sosso, Founder & Managing Partner of Monte Carlo Capital, has a passion for detecting the best start-up around the world. An ex-investment banker and today a lecturer on venture capital in Monaco, his company has helped unearth some exciting opportunities that have produced remarkable returns. He wants to spread the word amongst Asia’s high-net-worth investors.

Existential Risk and the Need to Embrace the Digitisation of Wealth Management
Swissquote serves its entire global client base of more than 300,000 customers entirely through a digital interface. Damian Hitchen, CEO for the Middle East and Asia, presented a Workshop to explain how Swissquote’s digital platform works and how the firm can dramatically enhance the capabilities of Asia’s external asset management (EAM) community. 

Global Residence and Citizenship Options Tailored for Asia’s HNWIs and Families 
Jonathan Tang, Sales Director in Hong Kong at investor migration consultancy Henley & Partners, presented a detailed Workshop at the Hubbis Independent Wealth Management Forum to highlight some alternative overseas residence and citizenship options of appeal to Asian high-net-worth individuals (HNWIs) and their families.

Managed Accounts: A Rapidly Growing Global Market Marching into Asia
Managed accounts are growing in stature in Asia’s wealth management industry. Owned by individuals, managed by a professional entity, they are now worth an estimated USD7 trillion. Anthony J. Harper, CEO & co-founder of Axial Partners presented a workshop on what is one of the fastest growing segments of the wealth market.

 

Oct 30

Independent Wealth Management Forum 2018

Conrad Hotel,Hong Kong