Sep 3

Independent Wealth Management Forum 2020

Singapore

Featured Partners
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A community of leading organisations within Asian Wealth Management

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Senior figures in Asian Wealth Management are speaking at this event

Rohit Bhuta

Peter Triggs

1291 Group

Will Lawton

Acalution

David Perez de Albeniz

Allfunds

Irene Lee

Alpadis Group

Robert Cheung

Assured Asset Management

Evrard Bordier

Bordier & Cie

Tony Wong

CSOP Asset Management

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.

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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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Event Agenda
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  • 8.20am

    Registration

  • 8.45am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 8.50am

    Panel Discussion

    Custody and Execution – Revolution or Evolution? 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?
     

    Chair

    Dr. Silvio Struebi

    Partner

    Simon-Kucher Global Strategy Consultancy

    Speakers

    Adam Reynolds

    APAC CEO

    Saxo

    Damian Hitchen

    Chief Executive Officer, Singapore

    Swissquote

    David Friedland

    Managing Director, Asia Pacific

    Interactive Brokers

    David Perez de Albeniz

    Head of Asia

    Allfunds

    Will Lawton

    Independent

    Acalution

    Mark Nelligan

    Chief Executive Officer

    Pershing Singapore, a BNY Mellon company

    Evrard Bordier

    CEO and Managing Partner

    Bordier & Cie

  • 9.35am

    Presentation - Wealth Planning Today

    Peter Triggs

    Partner

    1291 Group

    • History
    • What has been happening in Wealth Planning?
    • What do clients need today?
     
  • 9.50am

    Head - to - Head Q & A - Investment Migration: Trends and Developments for HNWIs

    Dominic Volek

    Group Head of Private Clients

    Henley & Partners

    • Why is the Investment Migration industry booming?
    • How can Henley & Partners help your HNWI clients?
    • What are the pitfalls that HNWIs should be aware concerning investment migration?
     
  • 10.00am

    Presentation - Cyprus Island of Opportunities

    Ioannis Ioannikiou

    Legal Advisor

    Casamont Cyprus

    • Cyprus Investment Program
    • Benefits of Cyprus when structuring your wealth
    • Cyprus investment opportunities
     
  • 10.10am

    Head - to - Head Q & A - How is technology Impacting the delivery of Wealth Management?

    Damian Hitchen

    Chief Executive Officer, Singapore

    Swissquote

    • Transitioning wealth management into the digital era
    • Distribution and connectivity is key
     
  • 10.20am

    Presentation - Interactive Brokers

    David Friedland

    Managing Director, Asia Pacific

    Interactive Brokers

     

     
  • 10.30am

    Presentation - Future-proof your wealth manager business with a modern platform-based model

    Ivan Chang

    Regional Manager, Institutional Business

    Saxo

    Consolidation and automation are key themes shaping the future of private wealth management, with digitisation offering potential for new services and business models.

    • Developing technology-driven strategies for serving mass affluent and HNW individuals
    • Helping wealth managers and financial advisors transform the customer experience in a digitally scalable way
    • Cases of collaboration across the eco-system to help firms provide financial planning and advisory services with greater efficiency, flexibility and scalability.
     
  • 10.40am

    Presentation - Do-It-Yourself Wealth Management: Using Technology to Access Professionally Managed Global Diversified Portfolios Cheaply and Efficiently

    Harold Kim

    Founder and Chief Executive Officer

    Neo Risk Investment Advisors

    • Combination of managed account technology and ETFs allow individual investors to have global, diversified portfolios managed professionally in their own accounts with full transparency in an efficient and low-cost manner. 
    • We provide some examples of this do-it-yourself wealth management.
     
  • 10.50am

    Presentation - Physical Gold – making a shiny and solid contribution to any portfolio

    Maxime Fages

    Head of Strategy & Digital Assets

    Global Precious Metals

    • Privacy risk-exposure increases with wealth
    • The downside of global financial transparency affecting personal wealth
    • How structuring personal wealth around gold can offer significant disastrous risk remediation
     
  • 11.00am

    Presentation - Choosing the right investment product for the current market environment

    Peter Muehlsiegl

    Director, Sales Structured Solutions

    Leonteq

    • What is popular with investors at the moment?
    • How investment products can complement your clients´ portfolios
    • Keeping the flexibility
     
  • 11.10am

    Refreshment & Networking

     

     
  • 11.30am

    Presentation - What are Life Settlements?

    Brad Thompson

    President

    Fidelity Settlements

    • Non-correlated Alternative Asset Class
    • Background
    • Current Market Outlook
     
  • 11.40am

    Panel Discussion

    Portfolio construction and model portfolios – doing it effectively and at a rational cost.

    • Trends in portfolio construction – is the traditional way becoming obsolete?
    • How do you manage cost, expected returns and implementation?
    • Advisory – what does that mean and how can you charge for it?
    • Long term investing – does anyone really do it?
    • The ability to build bespoke portfolios – how should it be done today?
    • Monitoring and rebalancing – how can you do it better?
    • What’s the role of ETFs and Passive funds?
    • How can technology and AI help?
    • Execution - Fees, costs and transparency. What's changing?
    • How can you differentiate yourself? 
     

    Chair

    Mark Smallwood

    CEO, Rapier Consulting. And Engagement & Consultant Partner,

    Hubbis

    Speakers

    Haren Shah

    Managing Director, Head of Investments

    Taurus Wealth Advisors

    Joyce Woo

    Founder & Chief Executive Officer

    Jachin Capital

    Noli de Pala

    Chief Investment Officer

    TriLake Partners

    Harold Kim

    Founder and Chief Executive Officer

    Neo Risk Investment Advisors

    Mark Nelligan

    Chief Executive Officer

    Pershing Singapore, a BNY Mellon company

    Johan Jooste

    Managing Director

  • 12.20pm

    Panel Discussion

    Investment products that are interesting and relevant in 2020

    • What are the main investment themes and the products that will be most effective in 2020?
    • Certain equities were up a lot in 2019. Time to sell?
    • Long-term outperformance in the US. Time to shift to Emerging Markets?
    • Credit spreads are very tight today. Will they widen?
    • Gold – will it shine brightly in 2020?
    • How will you generate income in 2020? What is your client’s expectation on yield today?
    • Managing and understanding risk — how do you estimate risk, and how does it impact your investment process?
    • How do you think Asian equity market performance will be in 2020?
    • Multi asset strategies – still as interesting in 2020?
    • Is there an increasing interest in ESG?
    • What's the outlook for emerging markets? Asia?
    • Is the US market over heated? Are we heading to the next financial crisis in 2020?
    • Is Asia warming to index and ETF products?
    • What’s the interest of private clients today in;
      • Alternatives
      • Private equity
      • Hedge funds
      • Infrastructure
      • Property
    • Whats the outlook for China in 2020? Good time to invest? What sectors are best?
    • How can you managing risk in Asian equities to improve investment performance?
    • What’s your view on global equity markets?
    • How do you think real assets benefit a broader diversified portfolio?
     

    Chair

    Mark Smallwood

    CEO, Rapier Consulting. And Engagement & Consultant Partner,

    Hubbis

    Speakers

    Tony Wong

    Head of Intermediary Sales

    CSOP Asset Management

    Robert Cheung

    Chief Executive Officer

    Assured Asset Management

    Deep Singh

    Chief Capital Officer, Executive Director

    EFA Group

    Aleksey Mironenko

    Partner & Chief Distribution Officer

    Premia Partners

    Antoine Bracq

    Executive Director, Investments

    Lighthouse Canton

  • 1.00pm

    Presentation - Investment funds: A tailor-made solution to meet the requirements of independent asset managers, investment advisors and trustees

    Wolfdieter Schnee

    Head of Fund Consulting, VP Fund Solutions

    VP Bank

    • How can current regulatory, operational, risk and tax challenges can be overcome by using collective investment schemes?
    • Illustration of business cases for using a fund structure
    • Functioning, requirements, timeline and costs
     
  • 1.10pm

    Lunch & Networking

     

     
  • 1.50pm

    Room A – Workshop - How is technology impacting the delivery of Wealth Management?

    Damian Hitchen

    Chief Executive Officer, Singapore

    Swissquote

    • What are the main evolutions being driven by technology?
    • What are the client demands re; technology? What are the expectations?
    • Is the industry, and its main players, adopting and adapting its delivery of services?
     
  • 1.50pm

    Room B – Workshop - Investment Migration: Trends and Developments for HNWIs

    Scott Moore, IMCM

    Managing Director

    Henley & Partners

    • Introduction to the Investment Migration Industry
    • Citizenship-by-Investment: Travel and Settlement Freedom for HNWIs
    • The world’s leading Residence-by-Investment Programs
     
  • 2.30pm

    Room B – Workshop - Life Settlements – A Non-correlated Alternative Asset Class

    Brad Thompson

    President

    Fidelity Settlements

    • Background of this Growing Asset Class
    • Outsized performance compared to other fixed income products
    • How to Invest in Life Settlements
     
  • 2.30pm

    Panel Discussion

    Maximising the discussion around Wealth Solutions and NEXT GEN

    • Clients are getting OLD – what do they need before it’s too late?
    • How to start the wealth solutions discussion and why is this increasingly important?
    • Is this a bigger opportunity for a MFO than a Private Bank?
    • Do NEXT GEN clients show any interest in engaging traditional wealth managers?
    • Suitability / tax / transparency – what are all the challenges we must consider?
    • What developments are we seeing in HNW Insurance?
    • The UL conversation is not as easy as it was – how will it evolve?
    • More product choice is confusing – how can we present the right opportunities to clients today?
    • How have IFCs evolved and what does the future now holds?
     

    Chair

    Mark Smallwood

    CEO, Rapier Consulting. And Engagement & Consultant Partner,

    Hubbis

    Speakers

    Alex Borissov

    Partner

    Finaport

    Tuck Meng Yee

    Partner and Founder

    JRT Partners

    Steve Lawless

    Founding Partner

    Salus

    Irene Lee

    Director, Business Development Asia

    Alpadis Group

    An Kelles

    Director GCC

    Jersey Finance

  • 3.10pm

    Refreshment & Networking

     

     
  • 3.30pm

    Presentation - Life Insurance: UK Property exposure & Inheritance Tax - A UK solution in Asia

    Steve Lawless

    Founding Partner

    Salus

    • Life Insurance is an incredibly powerful tool to create liquid assets when they are most needed.
    • The UK authorities created the 40% problem for overseas owners of UK property. The UK Insurance market offers an excellent, and particularly appropriate solution.
    • While the Asia insurance market offering has been viewed by many as too narrow historically; Salus can offer a different product set to this specific solution that is both customer, and particularly IAM friendly.
     
  • 3.40pm

    Panel Discussion

    Accessing Greater China clients – what’s the developing opportunity?

    • Are HNW / UHNW clients increasingly interested in booking their assets in Singapore?
    • Given the persistent issues in Hong Kong – will this engagement accelerate?
    • Do you need an office in both centres? Or is Singapore now the clear winner?
    • What’s Singapore got that’s particularly appealing?
    • How can Singapore help with wealth structuring and tax optimisation?
    • How can you make the most of this opportunity?
     

    Chair

    Mark Smallwood

    CEO, Rapier Consulting. And Engagement & Consultant Partner,

    Hubbis

    Speakers

    Benn Ng

    Managing Director, Relationship Management

    Raffles Family Office

    Tan Woon Hum

    Partner, Head of Trust, Asset & Wealth Management Practice

    Shook Lin & Bok

  • 4.10pm

    Presentation - VCC: Is it really a game changer?

    Marilyn See

    Director – Business Development

    Trident Trust

    • Comparison of VCC with other fund vehicles
    • When will VCC be a suitable consideration?
    • What’s next for the VCC?
     
  • 4.20pm

    Presentation

     

     
  • 4.30pm

    Presentation - Update – Association of Independent Asset Managers Singapore (AIAM)

    Philipp Piaz

    Partner

    Finaport

    • What progress has the Association made in 2019?
    • Key priorities for the year ahead?
    • What does the Association do for independent firms?
     
  • 4.40pm

    Panel Discussion

    What does it take to set up an EAM / MFO?

    • What has to be done on day 1?
    • What's the cost?
    • Office space?
    • You think you’re entrepreneurial – but are you really?
    • What staff do you need to employ and when?
    • What can you outsource and what must be in house?
    • Investments / advice / DPM – whats in the mix? how can you get it right?
    • What’s the balance between the investment side and non-investment side?
    • How do you keep the regulator happy?
    • Issues? And how do you avoid them?
    • What's a realistic expectation for growth?
    • External counsel and professional services – How do you find cost effect and value-added advisers?
    • Regulation and compliance – what’s necessary? What licence do you need?
    • External reporting – what’s needed and how to do it?
    • Is heading out with one big client to set up by yourself a huge risk?
    • How do you build the business in a cost-effective way?
     

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Philipp Piaz

    Partner

    Finaport

    Urs Brutsch

    Managing Partner & Founder

    HP Wealth Management

    Steve Knabl

    Chief Operating Officer & Managing Partner

    Swiss-Asia Financial Services

    Koh Sin Yee

    Director

    Duff & Phelps

    Martin Young

    Chief Executive Officer

    Farringdon Asset Management

    Gary Dugan

    Chief Executive Officer

    DALMA CAPITAL - Global CEO Office

  • 5.30pm

    Forum Ends

     

     
Sep 3

Independent Wealth Management Forum 2020

Singapore

Speakers

Rohit Bhuta

Peter Triggs

1291 Group

Will Lawton

Acalution

David Perez de Albeniz

Allfunds

Irene Lee

Alpadis Group

Robert Cheung

Assured Asset Management

Evrard Bordier

Bordier & Cie

Tony Wong

CSOP Asset Management

Ioannis Ioannikiou

Casamont Cyprus

Gary Dugan

DALMA CAPITAL - Global CEO Office

Koh Sin Yee

Duff & Phelps

Deep Singh

EFA Group

Oliver Balmelli

EFG Bank

Martin Young

Farringdon Asset Management

Brad Thompson

Fidelity Settlements

Philipp Piaz

Finaport

Maxime Fages

Global Precious Metals

Urs Brutsch

HP Wealth Management

Scott Moore, IMCM

Henley & Partners

Dominic Volek

Henley & Partners

Mark Smallwood

Hubbis

David Friedland

Interactive Brokers

Tuck Meng Yee

JRT Partners

Joyce Woo

Jachin Capital

An Kelles

Jersey Finance

Joe Moynihan

Jersey Finance

Peter Muehlsiegl

Leonteq

Antoine Bracq

Lighthouse Canton

Jason Tsui

Lombard International Group

Harold Kim

Neo Risk Investment Advisors

Mark Nelligan

Pershing Singapore, a BNY Mellon company

Aleksey Mironenko

Premia Partners

Benn Ng

Raffles Family Office

Steve Lawless

Salus

Adam Reynolds

Saxo

Ivan Chang

Saxo

Tan Woon Hum

Shook Lin & Bok

Dr. Silvio Struebi

Simon-Kucher Global Strategy Consultancy

Steve Knabl

Swiss-Asia Financial Services

Damian Hitchen

Swissquote

Haren Shah

Taurus Wealth Advisors

Laurence Lancaster

The Sovereign Group

Noli de Pala

TriLake Partners

Marilyn See

Trident Trust

Wolfdieter Schnee

VP Bank

Sep 3

Independent Wealth Management Forum 2020

Singapore

Partners

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Sep 3

Independent Wealth Management Forum 2020

Singapore