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Agenda at a glance

8.40am
Arrival and refreshments
9.00am
Welcome Address
9.05am
Keynote Presentation
How can we build capacity and capability in wealth management in India?
9.15am
Panel Discussion
How can we take the wealth management industry forward in India?
10.00am
WealthTalk
Building a future-proof wealth management offering
10.25am
Presentation
Building a winning team in wealth management
10.35am
Presentation
YOUR data your identity - analytics driving the digital client
10.45am
Presentation
Market trends
10.55am
Refreshment & Networking
11.25am
Presentation
Why does it still make sense for mutual funds to be the core of an investment advice?
11.35am
Presentation
Driving growth through wealth management
11.45am
WealthTalk
Gearing up for the opportunities and challenges in Indian wealth management
11.55am
WealthTalk
Becoming a true client adviser
12.15pm
WealthTalk
New vehicles for Singapore funds
12.25pm
Presentation
Trends in succession planning
12.35pm
Panel Discussion
Wealthy business families in India – how do we meet their needs?
1.25pm
Lunch & Networking
2.10pm
WealthTalk
Building trust – ‘ethics’ at the core of wealth management
2.20pm
Panel Discussion
Are we really ripe for disruption?
3.05pm
Presentation
The technology wake-up call for the buy-side: top 3 priorities for optimal performance
3.15pm
WealthTalk
Accessing the multi-family office opportunity
3.25pm
WealthTalk
Taking Asia’s independent community to the next level
3.35pm
Refreshment & Networking
4.05pm
WealthTalk
Creating growth via new investment opportunities
4.15pm
WealthTalk
Evaluation of risk management in equity allocation
4.25pm
WealthTalk
The demise of alpha in large-cap mutual funds in India
4.35pm
Panel Discussion
How do we develop the advisory proposition and the quality of the client engagement?
5.30pm
Forum Ends

Workshops

10.15am
Workshop
Evolving technology in the indian wealth industry
11.55am
Workshop
Digital disruption in wealth management
12.35pm
Workshop
The era of new wealth management in the digital age