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Full Agenda

8.40am
Registration
8.55am
Welcome Address
Michael Stanhope
Chief Executive Officer
Hubbis
9.00am
Panel discussion
Private wealth management - a time of dramatic change
  • What can you do to improve your value proposition?
  • Is your firm attractive enough for the new wealth creators and next generation of clients?
  • What does the current revenue mix of wealth managers in India look like? How is it changing?
  • What changes are we seeing in client expectations and behaviour?
  • Where will the continued growth come from and what are your priorities?
  • What does the word ‘advice’ really mean?
  • Are clients not thinking realistically abut risk and reward?
  • How can you get the right people and proposition in front of the right clients?
  • Revenue margins per clients will decline in the future. Is digital a way to stop revenue erosion and are you effective at monetising new digital services?
  • What is the future role of the RM when banks get digital? Is the human touch less important in the future?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members

Anshu Kapoor
Head of Private Wealth Management
Edelweiss Private Wealth Management
Shiv Gupta
Founder & Chief Executive Officer
Sanctum Wealth Management
Abhijit Bhave
Chief Executive Officer
Karvy Private Wealth
Feroze Azeez
Deputy Chief Executive Officer
Anand Rathi Private Wealth Management
Nitin Singh
Managing Director & Head Wealth Management, India
Standard Chartered Bank
Satheesh Krishnamurthy
Senior Vice President & Business Head - Affluent & NRI
Axis Bank
Himanshu Kohli
Founder Partner
Client Associates
9.50am
Head - to - Head Q & A
Investment Migration: Trends and Developments for HNWIs
Dominic Volek
Managing Partner, Head Southeast Asia
Henley & Partners
  • Why is the Investment Migration industry booming?
  • Why does Henley & Partners attend the Hubbis events?
  • Where do our clients come from?
  • Why do PBs/IAMs etc work with us?
  • How can Henley & Partners help your HNWI clients?
  • What are the pitfalls that HNWIs should be aware of concerning investment migration?
10.00am
Presentation
Transforming Wealth Management for the Future
Abhra Roy
Head, Finacle Wealth Management Solution
Infosys Finacle
  • Redefining wealth management for 2019 and beyond
  • Future Proofing your Business with a Truly Digital Platform
10.10am
Presentation
10.20am
Panel discussion
Platforms and Technology - the future of private wealth and asset management?
  • What does it mean today to ‘add value’ to a client?
  • What do you need from your investment platform? How is that changing?
  • What digital expectations do clients have?
  • Transparency, Margins, Costs and Fees – what’s changing?
  • How must we tweak the investment engine? Can it be automated? How can we improve efficiency?
  • How do we deliver ‘funds’ and investment products and ‘advice’ to our clients efficiently?
  • What does the word ‘platform’ mean to you?
  • How can you help wealth and asset managers with their fund selection, diversification and asset allocation?
  • What’s the role of AI?
Kunal Bajaj
Founder, Chief Executive Officer
Clearfunds
Sharad Singh
Chief Executive Officer
Valuefy
Damian Hitchen
Chief Executive Officer, Singapore
Swissquote
11.00am
Presentation
Digital Client Onboarding & E KYC
Sachin Gawade
Director Sales, Asia Pacific
EbixCash Financial Technology (Formerly Miles Software)
  • Hassle free on-boarding
  • Touching Untapped markets
  • Quick and Easy
  • Digital Wealth Management
11.10am
Refreshment & Networking
11.35am
Presentation
11.45am
Presentation
2019 same same
Philip Story
SEO & Head of Distribution, EMEA
Investors Trust
Nigel Soans
Regional Sales Manager
Investors Trust
  • Did my predictions for last year come true?
  • Is 2019 just going to be the same as 2018?
    • India opportunity
    • Global issues creating opportunities
  • How can you help your clients via offshore, hard currency, platforms?
11.55am
Presentation
12.05pm
Presentation
Cyprus Revitalised: How to Capitalize on the Island’s reform?
Ioannis Ioannikiou
Legal Advisor
Casamont Cyprus
  • Cyprus Investment Program
  • Benefits of Cyprus when structuring your wealth
  • Cyprus investment opportunities
12.15pm
Presentation
The HNW Insurance Market has Changed – Here’s how you win
David Varley
Chief High Net Worth Officer, Sun Life Hong Kong
Sun Life Financial
  • What’s happening in the HNW Market?
  • How HNW Brokers, Bankers, EAM can adapt to win in the new HNW Insurance Market
  • What are the new Products and Trends in HNW Market
  • Why should Bankers and Financial Advisers be interested in HNW Insurance
12.25pm
Panel discussion
Curating the right solution for clients – what’s thrown in the mix today?
  • The Future Survival of Private Wealth Management: Mastering the Art of Gaining and Retaining Millennials. Are we REALLY ready for the transfer of wealth to the next generation?
  • What are the biggest trends in wealth structuring and planning today?
  • What are the most common concerns of HNW & UHNW clients?
  • Finding the best advisory services and solutions – how do you maximise partnership with the right specialists?
  • What specific trends are we seeing from Indian clients?
  • How is the importance of International Financial Centre’s changing?
T P Ostwal
Managing Partner
T.P.Ostwal & Associates
Ashvini Chopra
Senior Vice President
Times Group
Gautami Gavankar
Executive Director
Kotak Mahindra Bank
Shweta Shah
Head - Wealth Structuring & Tax
Edelweiss Private Wealth Management
Sneha Makhija
AVP, Wealth Planning Specialist
Sanctum Wealth Management
13.10pm
Lunch
13.50pm
Workshop
Global Citizens: Trends and Developments in Investment Migration
  • Introduction to the Investment Migration Industry
  • Citizenship-by-Investment: Travel and Settlement Freedom for HNWIs
  • The world’s leading Residence-by-Investment Programs
Dominic Volek
Managing Partner, Head Southeast Asia
Henley & Partners
14.30pm
Workshop
15.10pm
Refreshment & Networking
15.30pm
Panel discussion
Reinventing wealth management for Women
  • Does this industry offer great prospects for women?
  • Do Women make much better wealth managers and asset managers?
  • How do we attract more women into this business?
  • Are women in India becoming a financial force with impact?
  • Do women have unique investing needs and preferences?
  • Are current advisory models working for women?
Swetha Manot
Associate Director – Private Wealth Management
Anand Rathi Private Wealth Management
Lakshmi Iyer
Vice President & Head of Products
Kotak Mahindra Wealth Management
16.15pm
Panel discussion
Building the skills you need for success in wealth management
  • Does anyone take learning and competency seriously in India?
  • Why have we not set a higher bar?
  • What’s the role of the regulator?
  • Why is improving skills so important?
  • Trusted adviser – what does that even mean?
  • What’s critical to ensure business ownership and input in developing the best learning and development programmes?
  • What must we do to improve competency assessment for leaders and advisers today?
  • What works and what doesn’t?
17.00pm
Forum End