Event Agenda
8.40am
Registration
8.55am
9.00am
Panel Discussion
How can we be different?
- Does this industry need to be shaken up and reengineered?
- What do you stand for? What do you focus on? Or have you just built a mini-private bank?
- 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?
- Are we going in circles – or is this industry moving forward?
- Generally - what’s your view on technology, margin pressure and regulatory reform?
- Innovation and evolution - How will you adapt to constant changes in technology, investor behaviour and regulation?
Oliver Balmelli
Head of Independent Asset Managers and International Private Banking
EFG International
Head of Independent Asset Managers and International Private Banking
EFG International
9.45am
Presentation
- 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
9.55am
Presentation
- How trends are impacting investments today
- The funding gap in a fund raising pathway
- How efficient sharing optimises the process
10.05am
Presentation
- A huge data pool
- The valuable information contained in fund flows
- Application to asset allocation
10.15am
Panel Discussion
What’s the opportunity that the growing wealth in China and India represents to you?
- What’s the role that Singapore based IAM could play in the future access to China and India 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 these 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?
- Do many people view a link with China as ‘not very positive’?
11.00am
Presentation
- Key findings that we discovered in the recent survey we did?
- What are the risks to avoid?
- Where is the opportunity for you?
11.10am
Refreshment & Networking
11.35am
Presentation
- Transition of wealth management into the digital era
- Distribution / connectivity is key
11.45am
Presentation
- Using Insurance as an Asset to reduce risk to your portfolio
- Take advantage of the Wealth Structuring benefits of HNW Insurance
- Learn about how High and Low Life cover Universal Life solutions to give you guaranteed returns and liquidity
11.55am
Presentation
- Helping families find a common purpose and their philanthropic passion
- Identifying factors that lead to successful as well as unsuccessful transfer of wealth between generations
- Developing strategies to establish a meaningful and lasting legacy
12.05pm
Presentation
- Previous obstacles to offering your clients real estate product
- What real estate is being shown, and why that is a problem
- The solution
12.15pm
Presentation
Steve Knabl
President, AIAM Singapore, Chief Operating Officer & Managing Partner, Swiss Asia
AIAM Singapore
President, AIAM Singapore, Chief Operating Officer & Managing Partner, Swiss Asia
AIAM Singapore
- What progress has the Association made?
- Some key priorities for the year ahead?
- Why should independent firms join the Association?
12.20pm
Panel Discussion
Do you really want to grow your business? How will you do it?
- Why are you growing your platform? What motivates you to do it?
- 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?
- Digital marketing and prospecting - sharing success stories
1.00pm
Presentation
- Are we already in the middle of a regime change?
- The creeping rise in risk
- The crux with bonds
- How to prepare portfolios (Solutions)
1.10pm
Lunch & Networking
1.50pm
Room B – Workshop
- MiFID II Transparency Regime – Opportunity or Data Overload?
- T+1 Reporting – Asia Scope
- Costs and KIDS – Clarity or Confusion?
1.50pm
Room A – Workshop
As wealth grows in Asia more of it will flow into gold and other tangible assets. What does this opportunity mean to you?
The workshop will address the following topics;
- Should an investor hold gold in a well-diversified portfolio?
- Should HNWIs be increasing their weighting in gold at this moment given where investment markets are?
- Do your clients know the difference between physical gold and paper gold?
- How can your clients gain access to the physical gold market and securely store it?
- How liquid is the physical gold market both globally and within Asia?
- Leverage – how do you apply it?
2.30pm
Room B – Workshop
- The leading Citizenship-by-Investment Programs in the Caribbean
- European Citizenship-by-Investment in Malta and Cyprus
- Attractive European Residence-by-Investment Program
2.30pm
Room A – Workshop
Delivering wealth management via a digital platform
Swissquote Bank present their market-leading digital, global-trading and custody platforms for Independent Asset-Managers
3.10pm
Refreshment & Networking
3.30pm
Panel Discussion
Are we really focused on helping our clients create long-term value?
- What is your investment process and philosophy? How do you deliver advice?
- How do clients think about risk? Does the bank profiling exercise work?
- What does the client really need? Typically, do they even know?
- Do clients invest with a proper purpose?
- What are some of the ways EAM / IAM can differentiate themselves from a typical private bank – especially from an investment product perspective?
- From a non-investment perspective – how do you service your clients and add value?
- How are you considering the next generation?
- Are charitable foundations and endowments a realistic opportunity to grow AUM?
- 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?
4.15pm
Panel Discussion
What products do you have that you feel would be most valuable to HNW / UHNW clients in 2018?
- What funds / investment products have you got that are specifically relevant to this IAM audience?
- What's the role of structured products at time like this?
- How do clients buy and store physical gold? What's the importance of this for a typical client?
- Is buying ART an opportunity for wealth management firms?
- What are the typical mistakes people make when buying ART?
- Private vs Public - what's best?
- What strategies will enable Asian investors get higher returns, whilst been mindful of potential market challenges in 2018?
- 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?
Lincoln Chow
Director, Head of Sales, Hong Kong & Singapore, Financial Institutions Marketing
Commerzbank
Director, Head of Sales, Hong Kong & Singapore, Financial Institutions Marketing
Commerzbank
5.00pm
Forum Ends