We were delighted to host our  investment-focused event in Singapore. Over 350 senior individuals attended – including leading product & fund gatekeepers from the top international and local Private Banks, Retail Banks, Multi-Family Offices and IFAs, as well as relationship managers and investment advisers from the industry.

Jun 7

Investment Solutions Forum 2018

Pan Pacific Hotel, Singapore

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A community of leading organisations within Asian Wealth Management

Featured speakers
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Senior figures in Asian Wealth Management are speaking at this event

Basim El-Shoura

Allfunds Bank

Xavier Burkhardt

Leonteq Securities

Bryan Goh

Bordier & Cie

David Gaud

Pictet

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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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Event Agenda
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  • 8.40am

    Registration

  • 9.00am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.05am

    Panel discussion - Reengineering the platform

    • What does it mean today to ‘add value’ to a client?
    • What do you need from your investment platform? How is that changing?
    • How will you grow your platform in the next few years?
    • Can a digital approach be innovative for the investment engine?
    • Should we be using AI / data / robo? Can it enhance the ability to make better investment decisions?
    • To what extent do you see new firms – possibly digital - disrupting your business?
    • What are your biggest challenges and opportunities?
    • Impact of key business trends like passive investments, fees, transparency, regulations?
    • You had a great year in 2017. What’s your revenue replacement strategy for the next two years? Is there a likelihood you will see outflows 2H this year?
    • How important is credit risk today?
    • Where will net new assets (NNA) come from?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Lavanya Chari

    Managing Director, Head of Global Products and Solutions, Asia Pacific

    Deutsche Bank Wealth Management

    Chun Him Tam

    Executive Director, Head of UHNW Solutions & Head of Fixed Income, Asia

    RBC Wealth Management

    Rohit Jaisingh

    Head, Equity Investment Products

    DBS Bank

    Justin Kendrick

    Co-Founder, Head of Investment Solutions

    Ingenia Consultants

  • 9.55am

    Presentation - ESG: Our path to a reliable portfolio

    Basim El-Shoura

    Investment Solutions Specialist UK, Benelux & Asia

    Allfunds Bank

    • Overview of ESG
    • Factors that change an ESG score
    • How ESG has been used to generate alpha in a portfolio
       
  • 10.05am

    Presentation - Fixed Income (R)evolution – You Beta Believe It

    Ecaterina Bigos

    Vice President, Product Strategist for Fixed Income, iShares

    BlackRock

    The growth of indexing fixed income has been supported by 3 key trends

    • Heightened awareness of cost
    • Greater push for transparency driven by regulation
    • Changes in market structure and liquidity of the underlying bond markets.

    Indexing has the power to transform fragmented the bond market into standardized, predictable and efficient exposures that can greatly simplify portfolio construction. Hear more about how the industry has moved towards rethinking Bond ETFs as building blocks in their portfolios.

  • 10.15am

    Panel discussion - Discretionary Portfolio Management and Advice

    • Advice vs discretionary – what’s best?
    • How are you working with third-party partners?
    • How can you differentiate your DPM offering? To what extent can you be innovative?
    • Given more challenging market conditions – is advice more important than ever?
    • Do Asian clients still have a strong desire to retain control? How do you deal with that?
    • Opportunities of key market mega-trends of millennial, baby boomers, women empowerment, ESG, SRI. How are you capitalising on these?
    • When a client gives you an active advisory mandate – what are their expectations?
    • Do Asian clients have unrealistic expectations for higher risk-adjusted returns? Or less so today?
    • How do we provide any real Intellectual insights?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Jean-Louis Nakamura

    Chief Investment Officer, Asia Pacific - Chief Executive Officer, Hong Kong

    Lombard Odier

    Bryan Goh

    Executive Director, Chief Investment Officer

    Bordier & Cie

    Christian Abuide

    Head of Discretionary Portfolio Management

    Standard Chartered Bank

    Gary Tiernan

    Head of Investments

    Crossinvest

    David Gaud

    Managing Director, Chief Investment Officer - Asia

    Pictet

  • 11.10am

    Refreshment & Networking

  • 11.35am

    Presentation - Matthews Asia

    Jeremy Sutch

    Senior Research Analyst

    Matthews Asia

    Over the past decade, investment flows have increasingly shifted from active funds into passive instruments. However, investors shouldn’t disregard an active approach just yet. After all, it can uncover substantial market inefficiencies and thus provide significant benefits to the investor. But how does it work in practice? And in Asia what characterizes a truly active approach? 

  • 11.45am

    Presentation - ETF Lightening Round: 20 questions in 10 minutes, everything you need to know about ETFs

    Rebecca Sin

    Head of ETF Sales Trading, Asia Pacific

    Commerzbank

    • Should I use ETFs
    • Am I selecting the right ETF
    • How to get the best prices on ETF
    • What are popular ETFs that investors are using
    • Are there advantages of trading US vs Europe vs Asian based ETFs
    • What are the risk with trading ETFs during Asian hours
    • How to evaluate liquidity
    • Myths on trading EM and Fixed Income ETFs
    • Why and what are UCITS ETFs
  • 11.55am

    Presentation - Emerging Trends in Portfolio Advisory

    Alvin Lee

    Managing Director, Head of ASEAN Account Management

    IHS Markit

    • Systematic approach to discussing market scenarios
    • Handling of structured products
    • Address questions on impact and sustainability of product ideas
  • 12.10pm

    Panel discussion - Engaging the client. Selecting the best products. Getting better outcomes.

    • How are clients engaging managed investments in 2018? Trends and developments?
    • How do we select the best funds and products?
    • How can we optimize the clients existing portfolios?
    • What are the benefits of a managed account platform?
    • Is it possible to deliver digital advice? Whats the role of technology?
    • Is there a role for robo / AI – to improve the process and get a better outcome?
    • Whats are the clients expectations today?
    • How do we personalise the approach to each client?
    • Does a multi-manager approach using the best-of-breed managers help deliver consistent performance over time, particularly during volatile periods?
    • Do manager allocations within a portfolio need to be actively managed to adapt to changing market conditions?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    John Lau

    Portfolio Manager

    SEI Investments

    Justin Bramley

    Director, Managed Investments- Asia Pacific

    Citi

    Anthony J. Harper

    Chief Executive Officer and Co-Founder

    Axial Partners

    Robin Chay

    Senior Vice President, Discretionary Portfolio Management

    DBS Bank

    Julien Le Noble

    Senior Director

    Finantix

    Paul Stefansson

    Managing Director, Global Co-Head of Investment Funds

    UBS Wealth Management

  • 13.00pm

    Lunch

  • 13.50pm

    Room B – Workshop - Fund Research: The building blocks to an investment proposition

    Basim El-Shoura

    Investment Solutions Specialist UK, Benelux & Asia

    Allfunds Bank

    • An introduction to the Fund Research capabilities of the Allfunds Bank Investment Solutions team.
    • Understand how the team selects the most suitable funds for its global client base.
    • Why more and more wealth managers are opting to outsource their fund research requirements to support their investment propositions.
  • 13.50pm

    Room A – Workshop - Breaking down the Bond ETF value proposition

    Ecaterina Bigos

    Vice President, Product Strategist for Fixed Income, iShares

    BlackRock

    Bond ETFs have grown at an astonishing pace and arguably the potential to have an even more transformative impact on financial markets than equity ETFs. What are some of the drivers of growth and how are investors capitalizing on these opportunities? Join us to learn more, including the Fixed Income ETF design and how investors use it in their portfolios.

  • 14.30pm

    Room B – Workshop - Managed Accounts in Asia

    Anthony J. Harper

    Chief Executive Officer and Co-Founder

    Axial Partners

    Managed accounts are one of the largest and fastest growing segments of the wealth management market globally, eclipsing $5 trillion of assets in the U.S. market alone. Increasingly they are available in Asia as an important tool for wealth managers to access third party asset managers to implement tailored and transparent solutions for their discretionary portfolio management clients.

    • What is a managed account?
    • How does it work?
    • Making money for clients with managed accounts
    • Why is a managed account relevant in Asia today?
    • Who is Axial Partners?
  • 14.30pm

    Room A – Workshop - The Value Of A Truly Active Approach in Asia

    Jeremy Sutch

    Senior Research Analyst

    Matthews Asia

    Over the past decade, investment flows have increasingly shifted from active funds into passive instruments. However, investors shouldn’t disregard an active approach just yet. After all, it can uncover substantial market inefficiencies and thus provide significant benefits to the investor.

    But how does it work in practice? And in Asia what characterizes a truly active approach?

    During the session, Matthews Asia Senior Research Analyst Jeremy Sutch will outline what it takes to be active in Asia and share tales from the road

  • 15.10pm

    Refreshment & Networking

  • 15.30pm

    Panel discussion - Capital Markets & Structured Products – what can we expect in 2H 2018?

    • After the mega structured products bonanza in 2017 – what can we expect in 2H 2018?
    • Given where we are – what are some of the best ideas to discuss with clients?
    • What strategies will enable Asian investors get higher returns, whilst been mindful of potential market challenges?
    • Which assets do clients want? What’s the best way to source and deliver on this?
    • How can you optimise a client’s existing portfolio – is this a priority?
    • Any role for passive and index products?
    • How can investors be creative in generating yield?
    • How should clients now view their risk?
    • What are the key drivers of excess return – sources of alpha – in each asset class? How can they help add to overall performance?
    • How can HNW clients take advantage of rising volatility?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Roger Meier

    Managing Director, Senior Advisor, Head Structured Products Advisory Asia

    Bank Julius Baer

    Nicolas Rigois

    Managing Director, Head of Wealth Market Product & Sales

    Standard Chartered Bank

    Chinmay Patil

    Executive Director, Investment Solutions

    Leonteq Securities

    Martin Goerojo

    Director, Capital Markets Investment Products - Wealth Management, Asia Pacific

    Citi

    Olivier Robine

    Managing Director, Head of Equity and Commodity-Asia

    Commerzbank

    Kong Hong Lee

    Executive Director, Investment Advisory

    DBS Private Banking

  • 16.15pm

    Panel discussion - Investment ideas to discuss with clients today

    • What are the main investment themes and the products that will be most relevant in 2H?
    • How will you help clients shift mindset, investing style and portfolio holdings as the market transitions to a more volatile phase?
    • Risks and opportunities for 2H 2018?
    • What’s your view on China?
    • What Asian Markets offer the best value?
    • What’s your outlook for interest rates and FX?
    • What is your current thinking about the role of fixed income and credit in HNW / UHNW clients’ portfolios?
    • What are the prospects for US dollar interest rates in the coming 12 months?
    • Equity – where is best? Where is worst?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Leon Mirochnik

    Head of Business Development

    Enhanced Investment Products

    Rainer Michael Preiss

    Executive Director, Investment Advisory

    Taurus Family Office

    Tony Wong

    Head of Intermediary Sales

    CSOP Asset Management

    Tuck Meng Yee

    Partner

    JRT Partners

    Ranjiv Raman

    Head of Investments

    Schroders Wealth Management

    Xavier Burkhardt

    Executive Director

    Leonteq Securities

  • 17.00pm

    Forum End

Jun 7

Investment Solutions Forum 2018

Pan Pacific Hotel,Singapore

Speakers

Basim El-Shoura

Allfunds Bank

Xavier Burkhardt

Leonteq Securities

Bryan Goh

Bordier & Cie

David Gaud

Pictet

Roger Meier

Bank Julius Baer

Jeremy Sutch

Matthews Asia

John Lau

SEI Investments

Nicolas Rigois

Standard Chartered Bank

Justin Bramley

Citi

Justin Kendrick

Ingenia Consultants

Olivier Robine

Commerzbank

Gary Tiernan

Crossinvest

Julien Le Noble

Finantix

Paul Stefansson

UBS Wealth Management

Chun Him Tam

RBC Wealth Management

Tuck Meng Yee

JRT Partners

Ranjiv Raman

Schroders Wealth Management

Martin Goerojo

Citi

Christian Abuide

Standard Chartered Bank

Leon Mirochnik

Enhanced Investment Products

Rainer Michael Preiss

Taurus Family Office

Chinmay Patil

Leonteq Securities

Anthony J. Harper

Axial Partners

Alvin Lee

IHS Markit

Rohit Jaisingh

DBS Bank

Ecaterina Bigos

BlackRock

Jean-Louis Nakamura

Lombard Odier

Robin Chay

DBS Bank

Tony Wong

CSOP Asset Management

Lavanya Chari

Deutsche Bank Wealth Management

Rebecca Sin

Commerzbank

Kong Hong Lee

DBS Private Banking

Jun 7

Investment Solutions Forum 2018

Pan Pacific Hotel,Singapore

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Jun 7

Investment Solutions Forum 2018

Pan Pacific Hotel,Singapore

Event Highlights

We were delighted to host our  investment-focused event in Singapore. Over 350 senior individuals attended – including leading product & fund gatekeepers from the top international and local Private Banks, Retail Banks, Multi-Family Offices and IFAs, as well as relationship managers and investment advisers from the industry.

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
Photos
Event summary & poll results
Panel discussions
Presentations & Workshops
Videos

 

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 

Event Summary - A World of Opportunity in an Ever-Changing World
The Hubbis Investment Solutions Forum, 2018 took place in Singapore, where more than 350 senior wealth management practitioners benefitted from the unique expertise of more than 30 local and international speakers, who gave their views on everything from investment strategies and ideas to the digitisation of platforms and investor interface.  

 

Video Highlights

At the Forum we interviewed leading industry experts. 
Full Video Highlights
Video Highlights Summary PDF
I love wealth management

Their individual interviews can be accessed below: 

Justin Kendrick Ingenia Consultants
Ranjiv Raman Schroders Wealth Management
Leon Mirochnik Enhanced Investment Products
Manoj Prajapati Allfunds Singapore
Lavanya Chari Deutsche Bank Wealth Management
Rohit Jaising DBS Bank
Chun Him Tam RBC Wealth Management
David Gaud Pictet
Christian Abuide Standard Chartered Bank
Olivier Robine Commerzbank
Jeremy Sutch Matthews Asia
Jean-Louis Nakamura Lombard Odier
Rebecca Sin Commerzbank
Paul Stefansson UBS Wealth Management
Basim El-Shoura Allfunds Bank
Julien Le Noble Finantix Smartfolios
Tuck Meng Yee JRT Partners
 

 

Panel Discussions 

We held 5 interactive panel discussions throughout the day – which involved 25 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 incorporated the results of audience polling done on the day as well as questions we received from delegates on the day. Click on each headline to view the web versions of these – from which you can also access the PDFs.

 

Re-engineering the Platform
The Hubbis Investment Solutions Forum began with a panel discussion on re-engineering the platform. The experts were asked to consider what keeps them awake at night, with regulatory challenges, demanding clients, fluctuating markets, digitalisation headaches, all cited as reasons for concern. 

Panel speakers

Lavanya Chari Managing Director, Head of Global Products and Solutions, Asia Pacific, Deutsche Bank Wealth Management
Chun Him Tam Executive Director, Head of UHNW Solutions & Head of Fixed Income, Asia, RBC Wealth Management
Rohit Jaisingh Head, Equity Investment Products, DBS Bank
Justin Kendrick Co-Founder, Head of Investment Solutions, Ingenia Consultants

 

Discretionary portfolio management and advice
The second panel gathered to discuss the benefits of discretionary portfolio management (DPM), which many see as a holy grail providing recurring fees, as opposed to one-off payments for selling products such as shares, bonds, funds and structured products.

Panel speakers

Jean-Louis Nakamura Chief Investment Officer, Asia Pacific - Chief Executive Officer, Hong Kong, Lombard Odier
Bryan Goh Chief Investment Officer, Bordier & Cie
Christian Abuide Head of Discretionary Portfolio Management, Standard Chartered Bank
Gary Tiernan Head of Investments, Crossinvest
David Gaud  Managing Director, Chief Investment Officer - Asia, Pictet


Engaging the client, selecting the best products, achieving the best outcomes
There are many facets to the efforts of wealth managers to improve the performance, and satisfaction, of their high net worth clients. A panel of experts assembled for the third roundtable discussion of the day to highlight their views on the optimisation of client relationships and performance.

Panel speakers

John Lau Portfolio Manager,SEI Investments
Justin Bramley Director, Managed Investments- Asia Pacific,Citi
Anthony J. Harper Chief Executive Officer and Co-Founder, Axial Partners|
Robin Chay Senior Vice President, Discretionary Portfolio Management, DBS Bank
Julien Le Noble Co-Founder, Finantix Smartfolios
Paul Stefansson Managing Director, Global Co-Head of Investment Funds, UBS Wealth Management

 

Capital markets & structured products: Current outlook for 2H 2018
Has the market for structured products changed? What capital markets products are on the radar? What strategies do experts recommend? The fourth panel discussion of the Hubbis Investment Solutions Forum surveyed the investment landscape.

Panel speakers

Roger Meier Executive Director, Head of Structured Products Advisory, Asia, Bank Julius Baer
Nicolas Rigois Managing Director, Head of Wealth Market Product & Sales, Standard Chartered Bank
Chinmay Patil Executive Director, Investment Solutions, Leonteq Securities
Martin Goerojo Director, Capital Markets Investment Products - Wealth Management, Asia Pacific, Citi
Olivier Robine Manging Director, Head of Equity and Commodity-Asia, Commerzbank
Kong Hong Lee Executive Director, Investment Advisory, DBS Private Banking

 

Investment ideas for Asia’s wealth management clients
Investment experts at this fifth panel discussion of the Hubbis Investment Solutions Forum in Singapore all agreed that 2018 was set to remain volatile but that there were plentiful investment opportunities for their wealth clients to focus on.

Panel speakers

Leon Mirochnik Head of Business Development, Enhanced Investment Products
Rainer Michael Preiss Executive Director, Investment Advisory, Taurus Wealth Advisors
Tony Wong Head of Intermediary Sales, CSOP Asset Management
Tuck Meng Yee Partner, JRT Partners
Ranjiv Raman Head of Investments & Treasury - Singapore, Schroders Wealth Management
Xavier Burkhardt Executive Director, Leonteq Securities

 

Presentations 

Below are summaries of the Presentations and Workshops delivered at the event. These were delivered either by senior industry practitioners who we invited to speak, or by some of our event partners.  Click on each headline to view the web versions of these – from which you can also access the PDFs.

Emerging trends towards impact investing as Asia’s ESG revolution awaits
Basim El-Shoura, Investment Solutions Specialist for the UK, Benelux & Asia at Allfunds Bank is a keen proponent of impact investing, a trend that he believes is set to create a mini-revolution in Asia in coming years. He highlighted key trends in ESG and SRI investing at the Hubbis Investment Solutions Forum in Singapore.

The What, Why and How of The World of Exchange Traded Funds
Rebecca Sin, Head of ETF Sales Trading Asia at Commerzbank is a keen advocate of exchange-traded funds (ETFs). She made a presentation to the Hubbis Investment Solutions Forum on why Asia-based high net worth individuals should buy, how they should do so and when and where they should trade.

Emerging Trends in Portfolio Advisory – a View from the MSCI Experts
Alvin Lee, Executive Director and Head of Southeast Asia Client Coverage at MSCI addressed the audience at the Hubbis Investment Solutions Forum in Singapore to highlight key trends that MSCI – with its bird’s eye view of the global financial markets and the Asian wealth management industry - is seeing in portfolio advisory.

High Growth Fixed income ETF Market Shines its Light into Asia
Ecaterina Bigos, Vice President, iShares Fixed Income Product, Asia Pacific for global investment management group BlackRock, presented a Workshop on the explosive growth of the global fixed income ETF market, the reasons why and how investors in Asia are increasingly using them in their portfolios.

Matthews Asia shines a light for active investment strategies
A workshop led by Jeremy Sutch, the senior small-cap analyst for Matthews Asia elucidated to delegates that Matthews Asia has been investing in Asia's small-cap stocks since the firm's inception in 1991. More than 25 years later, the firm sticks to its active management, bottom-up strategy. For the firm's small-companies strategy, this philosophy is reaping solid rewards.  Sutch had earlier in the day also made a presentation, which we include as a box article within the Workshop report. The theme of the presentation was advocating the active approach in a world of more and more passive investment vehicles. Driverless cars might be the next thing on our roads, just as driverless investment vehicles such as ETFs are ever more proliferating in the global financial markets. But, people will still want to drive their own cars, just as investors still want to buy into actively managed funds.

Offering Clients a Global Platform and Tailored Selection Services
Basim El-Shoura, Allfunds Bank’s Investment Solutions Specialist who covers Asia, presented a Workshop on the Allfunds platform, on the rise of outsourcing by wealth managers and how the firm’s investment team also selects the most suitable funds for its global client base.

Managed Accounts: Ideally Suited to Asia’s Investment Management Needs
Anthony J. Harper, CEO & Co-Founder of Axial Partners presented a Workshop on the appeal of managed accounts, which are tailored, transparent investment vehicles for individual wealth clients. The market is now worth $5 trillion in the US alone, and Asian wealth managers and investors are increasingly warming to them as they understand their many advantages.

 

 

Jun 7

Investment Solutions Forum 2018

Pan Pacific Hotel,Singapore