We were delighted to host our 8th annual event for the Indian wealth management community – the pre-eminent event of its type. 300 senior individuals attended – including CEOs, senior management, product gatekeepers and business unit heads from the leading Private Banks, Retail Banks, IFAs, Insurance Companies and local Asset Management Firms.

Aug 30

Indian Wealth Management Forum 2018

Trident, Bandra Kurla, India

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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

Shrinath Mithanthaya

Motilal Oswal Asset Management

Sharad Singh

Valuefy

Vinay Bajpai

Deustche Bank

Feroze Azeez

Anand Rathi Private Wealth Management

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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

Trident, Bandra Kurla, India

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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  • 8.40am

    Registration

  • 8.55am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.00am

    Panel discussion - A rapidly evolving wealth management offering in India

    • Is the euphoria in the wealth management business justified?
    • Where will the continued growth come from?
    • What are your priorities?
    • What is your client acquisition strategy?
    • How have you built a unique value proposition? What do you stand for?
    • How can you increase your Net Income?
    • How can you future-proof your business model?
    • How do the different players – private banks, banks, family offices, IFAs. compete or complement each other?
    • What changes are we seeing in client expectations and behaviour?
    • Talent acquisition and retention – a big problem?
    • Regulation and compliance – what are the challenges?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Nitin Singh

    Managing Director & Head Wealth Management, India

    Standard Chartered Bank

    Feroze Azeez

    Deputy Chief Executive Officer

    Anand Rathi Private Wealth Management

    Anshu Kapoor

    Head of Private Wealth Management

    Edelweiss Financial Services

    Abhijit Bhave

    Chief Executive Officer

    Karvy Private Wealth

    Atul Singh

    Founder & Chief Executive Officer

    Validus Wealth

    Satheesh Krishnamurthy

    Executive Vice President & Business Head - Affluent & NRI

    Axis Bank

    Anupam Guha

    Head of Private Wealth Management & Equity Advisory Group

    ICICI Securities

    Sandeep Jethwani

    Managing Partner & Head - Advisory Group

    IIFL Wealth Management

  • 9.55am

    Presentation - Wealth Management in India: New Opportunities & Challenges

    Himanshu Bhagat

    Managing Partner

    IIFL Wealth Management

  • 10.05am

    Presentation - Reimagining Wealth Management for the Digital Age

    Sandeep Lalwani

    Executive Director – Europe and APAC

    EbixCash Financial Technology (Formerly Miles Software)

    • The Winds of change in Wealth management
    • The Omni Channel Myth
    • The Reimagined technology
    • Digital Push
  • 10.15am

    Head - to - Head Q & A - Our journey in the wealth management industry

    Himanshu Kohli

    Founder Partner

    Client Associates

    • Why is Client Associates (CA) a pioneer in the Family office space in India?
    • To what extent are you professionals and entrepreneurs?
    • What’s next for you and the team?
  • 10.25am

    Presentation - Enabling business efficiency by digitization

    Deepak Khurana

    Head of Business Development – Buyside, South Asia

    Thomson Reuters

    • Empower Private Bankers with state-of-art digital resources for being more informed of markets and customer portfolios; help them improvise on customer engagement & services
    • Help investors to gain more insights to their portfolios and market developments concerning them
       
  • 10.35am

    Presentation - Sensex 38000 – Invest or Divest?

    Rajesh Kothari

    Founder and Managing Director

    AlfAccurate Advisors

    • Sensex Earnings vs Market cap growth
    • Divergence in trends
    • Earnings – a reality check
    • Identification of right themes and stocks critical to deliver performance
  • 10.45am

    Presentation - Transforming Wealth Management for the Future

    Abhra Roy

    Head, Finacle Wealth Management Solution

    Infosys Finacle

    • Keeping pace with the digital wealth wave
    • Redefining wealth management for 2019 and beyond
    • Future proofing your capabilities with a digital platform
  • 10.55am

    Refreshment & Networking

  • 11.25am

    Presentation - Re-engineering the wealth management model for foreign banks in India?

    Atinkumar Saha

    Managing Director & Head Wealth Management Coverage, India

    Deutsche Bank Wealth Management

    • Play to their global strengths of investment banking & wealth client networks.
    • Increase commitment to onshore business through increased capital, headcounts and moving up the product / client risk hierarchy.
    • Remain holistic, unbiased, quality wealth advisors.
  • 11.35am

    Presentation - Accessing the offshore market for your Priority and HNW customers

    Philip Story

    SEO & Head of Distribution, EMEA

    Investors Trust

    • Creating value offshore
    • Exploring the challenges and opportunities of offshore investing
    • Utilising technology and passive investing to drive better customer outcomes
  • 11.45am

    Head - to - Head Q & A - Simplifying HNW Insurance to make it a success for all

    David Varley

    Chief High Net Worth Officer, Hong Kong

    Sun Life Financial

    • Why should someone take our HNW Insurance?
    • What are the HNW Product options available in the market?
    • What needs do they meet?
    • What are the most popular products and why?
    • Do you see a change in the market coming?
    • Why should Bankers and Financial Advisers be interested in HNW Insurance?
  • 11.55am

    Presentation - Current Wealth Management Trends

    Irene Lee

    Business Development Director, Intermediary and Partnership

    Hawksford

    • Overview - India 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
  • 12.05pm

    Presentation - Driving innovation in Wealth Management

    Anshu Kapoor

    Head of Private Wealth Management

    Edelweiss Financial Services

    • Potential size of wealth management opportunity in India
    • Trends and opportunities
    • Creating a differentiated offering
  • 12.15pm

    Panel discussion - Dealing with wealthy Indian Families

    • What's the increasing importance of wealth solutions and planning?
    • What challenges do Indian business families have and how is that changing?
    • How do they protect their assets?
    • How do they deal with family succession?
    • What are the effects of transparency on the conversation with clients?
    • How can you have a proactive, sensible and sensitive conversation around wealth solutions with clients?
    • Migration to different Jurisdictions – comparatively where is best?
    • Philanthropy and Giving in India – what trends are we seeing?
    • Family & Business Governance – any important developments?
    • The next generation is increasingly important. How do we make the most of this opportunity?
    • What's the future for International Financial Centres?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Bijal Ajinkya

    Partner

    Khaitan & Co

    Arpita Vinay

    Whole Time Director, ED - Family Office and New Initiatives

    Centrum Wealth Management

    Amrita Farmahan

    Senior Executive Director

    Avendus Wealth Management

    Richard Nunn

    Regional Head, East

    Jersey Finance

    Vinita Iyer

    Senior Vice President- Estate Planning

    IIFL Wealth Management

  • 13.05pm

    Lunch

  • 13.50pm

    Room A – Workshop - From technology to customer experience

    Deepali Naair

    Senior Partner & Head – Marketing

    IIFL Investment Managers

    • Consumer scenario
    • The quest for innovation
    • Launch of the video account statement
    • The results
  • 13.50pm

    Room B – Workshop - Winning Strategies

    Rajesh Kothari

    Founder and Managing Director

    AlfAccurate Advisors

    • Risk management critical for long term outperformance
    • AAA’s 3M Investment Approach for identification of winners
    • Importance of Exit Strategy
  • 14.10pm

    Room A – Workshop - Challenges arising from the UK Criminal Finances Act 2017

    Gez Owen

    General Counsel and Head of Content

    Hubbis

    • The new Corporate Offences of Tax Evasion
    • The Statutory Defence of ‘Reasonable Procedures’
    • Unexplained Wealth Orders
  • 14.30pm

    Room B – Workshop - Risk Management for Family Offices

    Alok Saigal

    Managing Partner

    Edelweiss Private Wealth Management

    Salil Thanawala

    Senior Partner - Family Office and Institutions Group

    Edelweiss Private Wealth Management

    • Capabilities at family office level
    • Tools, parameters, measures for active monitoring
    • How we add value
  • 14.30pm

    Room A – Workshop - Cutting-edge Investment Frameworks

    Shrinath Mithanthaya

    Senior Equity Analyst

    Motilal Oswal Asset Management

    • Investment Frameworks (IFs) give investors an analytical advantage over the market
    • Unlike stock and sector analysis, IFs are timeless and geography-agnostic
    • Deep understanding, disciplined application and continuous improvement of IFs will deliver superior investment returns
  • 15.10pm

    Refreshment & Networking

  • 15.30pm

    Panel discussion - Building the investment capability and refining the wealth management proposition

    • What’s your investment process and philosophy?
    • What does the word ‘advice’ mean to you?
    • How are you relevant to your clients today?
    • Do you deal with your clients in a transparent and consistent way?
    • Recent trends in the wealth management industry in India – how have they affected you?
    • Investments through traditional products or AIF? Is growth in AIF driven by real client need or opaque commission structure?
    • How are you thinking about fund selection and portfolio construction?
    • Where do you now turn to drive long-term returns for a portfolio?
    • Open architecture – myth or reality?
    • Do you really deal with the risk in clients’ portfolios?
    • What investment themes make most sense today?
    • How are Indian clients broadening their investment horizons?
    • The sales process and suitability – any issues that need to be addressed?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Prateek Pant

    Co-Founder and Head of Products and Solutions

    Sanctum Wealth Management

    Gaurav Arora

    Chief Investment Officer

    Religare Private Wealth

    Pranab Uniyal

    Senior Vice President, Product Head - PBG Investment

    HDFC Bank

    Vinay Bajpai

    Managing Director - Coverage & Advice

    Deustche Bank

  • 16.15pm

    Panel discussion - Does TECH / DIGITAL = Faster, cheaper and better wealth management?

    • How important is digital today?
    • How is it developing in India today?
    • What’s the likelihood of the traditional wealth managers being challenged by a digital alternative?
    • How do asset management companies use digital? How does it help with client education? Improve the client experience? Enable you to connect with Millennials? Broaden distribution?
    • How does technology help with the investment process?
    • Is it possibly to deliver Digital Advice?
    • What is a Digital Robo-Advisory Platform?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Erdem Ozgul

    Managing Director

    Numerix

    Kunal Bajaj

    Head of Digital Wealth Management

    MobiKwik

    Sharad Singh

    Chief Executive Officer

    Valuefy

    Aditi Kothari

    Executive Director and Head – Sales, Marketing & e-Business

    DSP Investment Managers

    Aniruddha Chatterjee

    Head of Buyside & Exchanges

    Thomson Reuters

    Abhishek Chandra

    Partner, Head – Technology

    IIFL Wealth Management

  • 17.00pm

    Presentation - Time and Money

    Aashish Somaiyaa

    Chief Executive Officer

    Motilal Oswal Asset Management

    • Why do investors redeem?
    • What advisors can do to influence behaviour
    • Why this “rhetoric” is unlikely to work – investors will make the same mistakes!!!
  • 17.10pm

    Forum End

Aug 30

Indian Wealth Management Forum 2018

Trident, Bandra Kurla,India

Speakers

Shrinath Mithanthaya

Motilal Oswal Asset Management

Sharad Singh

Valuefy

Vinay Bajpai

Deustche Bank

Feroze Azeez

Anand Rathi Private Wealth Management

Himanshu Kohli

Client Associates

Richard Nunn

Jersey Finance

Rajesh Kothari

AlfAccurate Advisors

Deepali Naair

IIFL Investment Managers

Anshu Kapoor

Edelweiss Financial Services

Abhra Roy

Infosys Finacle

Kunal Bajaj

MobiKwik

Sandeep Lalwani

EbixCash Financial Technology (Formerly Miles Software)

Irene Lee

Hawksford

Philip Story

Investors Trust

Deepak Khurana

Thomson Reuters

Nitin Singh

Standard Chartered Bank

Vinita Iyer

IIFL Wealth Management

Sandeep Jethwani

IIFL Wealth Management

Satheesh Krishnamurthy

Axis Bank

Aditi Kothari

DSP Investment Managers

Arpita Vinay

Centrum Wealth Management

David Varley

Sun Life Financial

Gaurav Arora

Religare Private Wealth

Atul Singh

Validus Wealth

Prateek Pant

Sanctum Wealth Management

Himanshu Bhagat

IIFL Wealth Management

Abhishek Chandra

IIFL Wealth Management

Salil Thanawala

Edelweiss Private Wealth Management

Abhijit Bhave

Karvy Private Wealth

Gez Owen

Hubbis

Erdem Ozgul

Numerix

Pranab Uniyal

HDFC Bank

Aashish Somaiyaa

Motilal Oswal Asset Management

Atinkumar Saha

Deutsche Bank Wealth Management

Aniruddha Chatterjee

Thomson Reuters

Amrita Farmahan

Avendus Wealth Management

Anupam Guha

ICICI Securities

Bijal Ajinkya

Khaitan & Co

Aug 30

Indian Wealth Management Forum 2018

Trident, Bandra Kurla,India

Partners

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Aug 30

Indian Wealth Management Forum 2018

Trident, Bandra Kurla,India

Event Highlights

We were delighted to host our 8th annual event for the Indian wealth management community – the pre-eminent event of its type. 300 senior individuals attended – including CEOs, senior management, product gatekeepers and business unit heads from the leading Private Banks, Retail Banks, IFAs, Insurance Companies and local Asset Management Firms.

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 - PDF 
Photos
Event summary
Panel discussions
Presentations & Wealth TALKS

 

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 

The Indian wealth management sector : Professionalising to meet the rapidly multiplying number of high-net-worth individuals

The Hubbis India Wealth Management Forum that took place in late August highlighted the dramatic pace of private wealth accumulation in the country, as the economy and the capital markets continue to power ahead.

 

Panel Discussions 

We held 4 interactive panel discussions throughout the day – which involved 23 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 web versions of these – from which you can also access the PDFs.

The Rapidly Evolving Wealth Management Offering in India
An elite gathering of top professionals in the field of Indian wealth management analysed the challenges facing the fast-expanding industry and concluded that investment in people and technology are essential to help create client-centric information, ideas and product flows and to thereby differentiate their offerings.

Panel speakers
Nitin Singh Managing Director & Head, Wealth Management, Standard Chartered Bank
Feroze Azeez Deputy Chief Executive Officer - Anand Rathi Private Wealth Management,Anand Rathi
Anshu Kapoor Head of Private Wealth Management, Edelweiss Private Wealth Management
Abhijit Bhave Chief Executive Officer, Karvy Private Wealth
Atul Singh Chief Executive Officer, WGC Wealth
Satheesh Krishnamurthy Senior Vice President, & Business Head - Affluent & NRI, Axis Bank
Anupam Guha Head, Private Wealth Management, ICICI Securities
Sandeep Jethwani Managing Partner & Head - Advisory Group, IIFL Wealth and Asset Management

How India’s Wealth Management Community Deals with HNI Indian Families
The growth of India’s private wealth is being driven by entrepreneurs. The country’s blossoming wealth management industry is working out how to ensure that top-flight concepts and solutions can be discussed and attained with these individuals as well as the other wealthy families.

Panel speakers
Bijal Ajinkya Partner, Khaitan & Co
Arpita Vinay Wholetime Director, Centrum Wealth Management
Amrita Farmahan Senior Executive Director, Avendus Wealth Management
Richard Nunn Head of Business Development, Jersey Finance
Vinita Iyer Senior Vice President- Estate Planning, IIFL Wealth Management

India: Building Investment Capability, Refining the Wealth Management Proposition
How are India’s wealth management providers refining their offerings to remain competitive as private wealth creation continues to mushroom and as competition intensifies from all quarters? Four experts put their heads together to shine a light on the road forward in a panel discussion at the Hubbis India Wealth Management Forum.

Panel speakers
Prateek Pant  Co-Founder and Head of Products and Solutions, Sanctum Wealth Management
Gaurav Arora  Chief Investment Officer, ASK Wealth Advisors
Pranab Uniyal  Director - Products, Ambit Private Wealth
Vinay Bajpai  Managing Director, Deutsche Bank Wealth Management

In India, Does Digital = Faster, Cheaper and Better Wealth Management?
The Indian economy has for many years been driven forward by technology as well as the sheer weight of the country’s numbers and consumer boom. Is the country’s wealth management keeping pace with leading exponents of digital transformation?

Panel speakers
Erdem Ozgul  Managing Director, Numerix
Kunal Bajaj  Founder, Chief Executive Officer, Clearfunds
Sharad Singh  Chief Executive Officer, Valuefy
Aditi Kothari  Executive Director and Head – Sales, Marketing & e-Business, DSP Investment Managers
Aniruddha Chatterjee  Head of Buyside & Exchanges, Thomson Reuters
Abhishek Chandra  Partner, Head – Technology, IIFL Wealth Management

 

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.

Client Associates: Our Journey in the Indian Wealth Management Industry
Hubbis CEO Michael Stanhope interviewed Himanshu Kohli, Founder Partner of Client Associates at the India Wealth Management Forum in Mumbai. The audience learned how Kohli’s dream to create a dedicated family office wealth advisory business has come true and also heard how the firm plans to continue its exciting growth.

Wealth Management in India: New Opportunities & Challenges
Himanshu Bhagat, Senior Managing Partner and Head of Strategy of IIFL Investment Managers, has been helping to build the firm’s strategy proposition and shared some vital insights on the wealth management industry and on IIFL Wealth’s success and strategy at the Hubbis India Wealth Management Forum 2018.

Reimagining Wealth Management for the Digital Age
Sandeep Lalwani, Senior Director at Miles Software Solutions, outlines the key issues facing wealth management today. He sees digital technology as the driving force of change and also as the key to adaptation and rigorous data analysis.

Thomson Reuters: boosting efficiency and client satisfaction through digitisation
Deepak Khurana, Head of Business Development - Buyside South Asia at Thomson Reuters, explained to the audience at the Hubbis India Wealth Management Forum how the firm’s all-encompassing flagship terminal, Thomson Reuters Eikon, can provide bankers and other advisers in the wealth management community with a one-stop resource on global financial markets, including tailored information flows, estimates and other vital data points so necessary for advisers to advise and investors to commit their capital wisely.

Sensex 38000 – Invest or Divest?
Rajesh Kothari, Founder and Managing Director of AlfAccurate Advisors, has seen his firm’s India equity fund outperform the BSE 500 Index in each of the past five years. Armed with his wealth of experience and expertise he addressed the audience at the Hubbis India Wealth Management Forum to highlight why careful selection of stocks will allow investors to continue to achieve solid equity returns, despite the indices having surged in recent years.

Future-proofing via Digital Transformation of the Wealth Management Offering
Abhra Roy, Head of Finacle Wealth Management Solution for Infosys Finacle, is passionate about digital transformation for the wealth management industry, which he says lags behind the banking and insurance sector in enhancing its internal (user) and external (customer) digital experiences. He said this must change and explained how in doing so the industry will future-proof its revenues.

Re-engineering the wealth management model for foreign banks in India
Atinkumar Saha, Managing Director & Head for Wealth Management Coverage in India at Deutsche Bank Wealth Management, says the local wealth market is encouraging foreign banks to again invest in people, technology, products and services as they strive to be more client-centric.

Accessing the offshore market for priority and HNWI customers
Philip Story, Head of Distribution, EMEA for life insurance firm Investor’s Trust, told the audience of the dramatic growth of wealth in India and amongst non-resident Indians, and how rising demand for offshore investment is creating a world of opportunities for firms such as Investor’s Trust to help domestic and overseas Indian investors diversify their portfolios.

Wealth Management trends in Asia amidst a World of Change
In her role as Head of Business Development, Intermediary and Partnership for Asia at Hawksford, Irene Lee has a bird’s eye view of the core market and regulatory trends driving wealth management in the region. Lee altered the audience to the new and ever-tighter regulatory and compliance demands that are emerging both globally and within in Asia that will impact the wealth management industry.

Driving innovation in India’s Fast-Growth Wealth Management Industry
Edelweiss Private Wealth Management recently became the third recipient of the coveted Hubbis Indian Wealth Management - Award for Excellence. Anshu Kapoor, the firm’s founder and head, told the delegates why he sees dynamic opportunities ahead in India for those firms that can innovate and deliver a differentiated offering

Cutting-edge Investment Frameworks for the Indian Wealth Management Sector
Well defined investment frameworks give investors a distinct analytical advantage over the market and unlike stock and sector analysis, they are timeless and geography-agnostic. Shrinath Mithanthaya, Senior Equity Analyst at Motilal Oswal Asset Management, believes deep understanding, disciplined application and continuous improvement of investment frameworks deliver superior returns.

From Technology to Customer Experience
Deepali Naair, Senior Partner and Head of Marketing for IIFL Investment Managers, presented a thought-provoking workshop explaining the benefits of an audio-visual information delivery campaign and related marketing strategies direct to customers via instant messaging.

Risk Management for Family Offices
Salil Thanawala, Senior Partner of the Family Office and Institutions Group, Edelweiss Global Wealth Management surveyed the growing universe of family offices in India, highlighting the many constituents of risk which the family office must manage to effectively serve the ever-growing number of high net worth families. He also proposed the best strategies for the family office structures to mitigate those risks, whilst also growing the family wealth in line with their individual risk-reward appetite.

 

 

Aug 30

Indian Wealth Management Forum 2018

Trident, Bandra Kurla,India