Event Agenda
- 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?
- Current market environment
- What’s worrying fixed income market?
- What should one do in these times?
- 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?
- Redefining wealth management for 2019 and beyond
- Future Proofing your Business with a Truly Digital Platform
- The future of wealth management, driven by client needs and regulatory impact
- Shift in wealth management business model
- 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?
- Possibility to Increase RMs productivity by 20%
- Possibility to reduce operational cost by 20%
- Let your system take care of compliance - 3D Compliance
- Leveraging Digital - Enhanced Outreach and contextualized experience
- Actionable insights to direct the destiny of the business
- 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?
- HNIs becoming more influential in the mutual fund industry.
- There is visible change in their preference between equity and debt.
- Long Term Capital gains tax on debt seems to be having an impact on the holding pattern.
- Cyprus Investment Program
- Benefits of Cyprus when structuring your wealth
- Cyprus investment opportunities
- 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?
- 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?
Senior Group Vice President, Head of Trust & Estate Planning
Motilal Oswal Private Wealth
- Introduction to the Investment Migration Industry
- Citizenship-by-Investment: Travel and Settlement Freedom for HNWIs
- The world’s leading Residence-by-Investment Programs
- Evolution of change and the challenge to existing players; Who, how and when?
- How is technology evolving the industry?
- Example of digital platforms in wealth management / private banking
- Empowered, Digital Financial Advisory
- Digital journeys for Advisors and Clients
- A Digital Core Wealth Management engine for mid and back office operations
- Fallacy of the Index PE multiple
- Fair Value approach to investing.
- Google maps vs fair value approach
- 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?
- How can learning and professional development help you add value and differentiate your offering?
- Why is improving skills so important today?
- 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?
- Does anyone take learning and competency seriously in India?
- Why have we not set a higher bar?
- What’s the role of the regulator?