We were delighted to host our  wealth management-focused event in Hong Kong. Over 300 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.

Sep 6

Investment Solutions Forum 2018

Ritz Carlton Hotel, Hong Kong

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Senior figures in Asian Wealth Management are speaking at this event

Andrew Lee

EFG Asset Management

Andrew Tong

MSCI

Anthony J. Harper

Axial Partners

Arjan de Boer

Indosuez Wealth Management

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Ritz Carlton Hotel, Hong Kong

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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 offering: products and 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? Is it possible to deliver ‘digital’ advice?
    • 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?
    • Impact of key business trends like passive investments, fees and transparency?
    • 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? And other risk? How do you manage it?
    • Where will net new assets (NNA) come from?

    Chair

    Michael Stanhope
    Chief Executive Officer & Founder
    Hubbis

    Panel Members

    Speakers

    Harold Kim

    Founder and Chief Executive Officer

    Neo Risk Investment Advisors

    Sandro Dorigo

    Business Development Head

    Leonteq Securities

    Rohit Jaisingh

    Head, Equity Investment Products

    DBS Bank

    Malik S. Sarwar

    CEO

    K2 Leaders

    John Robson

    Chief Commercial Officer

    Quantifeed

    Lemuel Lee

    Managing Director

    BNP Paribas Wealth Management

  • 9.55am

    Presentation - Emerging markets, the end of the goldilocks scenario?

    Delphine Arrighi

    EMD Porfolito Manager / Fund Manager

    Merian Global Investors

    • Fundamentals remain strong in EM as all have adjusted from their pre-taper tantrum imbalances
    • But the external environment has become more challenging
    • Yet un-discriminated re-pricing across the asset class seems overdone and creates value
  • 10.05am

    Presentation - Investing in China today

    Denis Gould

    Chief Investment Officer, Multi Asset and Wealth

    HSBC Global Asset Management

    • China economic outlook - growing in a more sustainable way
    • Deleveraging is working out in China
    • Does trade war matter?
    • Investing in China with a multi-asset way
    • HSBC China Multi-Asset Income Fund
  • 10.15am

    Panel discussion - Discretionary Portfolio Management and Advice-led

    • 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 like millennials, 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

    Malik Sarwar
    CEO
    K2 Leaders

    Panel Members

    Speakers

    Jean-Louis Nakamura

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

    Lombard Odier

    Anthony J. Harper

    Chief Executive Officer and Co-Founder

    Axial Partners

    Vincent Ng

    Joint-Chief Investment Officer, Wealth Management, Asia ex-Japan

    Nomura

    Grizelda Lee

    Senior Director, Head of Discretionary Portfolio Management, Asia

    Indosuez Wealth Management

    Peter Dietrich

    Head of Sales, Indexes

    Morningstar

  • 11.00am

    Refreshment & Networking

  • 11.35am

    Presentation - Emerging Trends in Portfolio Advisory

    Andrew Tong

    Executive Director & Head of Greater China Consulting

    MSCI

    • Systematic approach to discussing market scenarios
    • Handling of structured products
    • Address questions on impact and sustainability of product ideas
  • 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 risks 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 - VIETNAM: Asia’s Last Tiger Emerging

    Kevin Snowball

    Chief Executive Officer & Chief Investment Officer

    PXP Vietnam Asset Management

    • Building on macroeconomic success, as GDP growth drives earnings
    • Market pullback & consolidation after 4Q 2017/ 1Q 2018 surge building a solid base for a renewed advance
    • Government focus on fulfilling criteria MSCI for Emerging Market re-designation likely to catalyse a move to new highs
  • 12.05pm

    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 optimise 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?
    • What 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
    Chief Executive Officer & Founder
    Hubbis

    Panel Members

    Speakers

    Belle Liang

    Head of Investment Advisory, Investment Services Division

    Hang Seng Private Banking

    Kevin Liem

    Chief Investment Officer

    CBH Asia

    Arjan de Boer

    Deputy Chief Executive, Head of MIS, Asia Markets, Investments & Structuring, Asia

    Indosuez Wealth Management

    Tariq Dennison

    Wealth Manager, US-Asia

    GFM Asset Management

    Matthew Chan

    Senior Consultant

    Mercer

  • 12.50pm

    Presentation - Investment solutions from Asia’s robo-platform providers

    John Robson

    Chief Commercial Officer

    Quantifeed

    • Theme-based Investing: thematic portfolios accessing big ideas
    • Risk-based Investing: sensible investing delivered simply
    • Goal-based Investing: engaging with customers for the long haul
  • 13.00pm

    Lunch

  • 13.50pm

    Room A – 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?
  • 13.50pm

    Room B – Workshop - Emerging markets, the end of the goldilocks scenario?

    Delphine Arrighi

    EMD Porfolito Manager / Fund Manager

    Merian Global Investors

    Emerging market debts were one of the best performing asset class in 2017. However, this year so far, the external environment has become more challenging and the Turkey’s crisis has led to concerns over the outlook of the asset class. Is it the end of the goldilocks scenario? Delphine Arrighi, EMD fund manager, will share with the audience opportunities and risks presented by the asset class.

    • Fundamentals remain strong in EM as all have adjusted from their pre-taper tantrum imbalances
    • The un-discriminated re-pricing across the asset class seems overdone and creates value
    • Fundamental analysis remains key in times of stress
    • Active trading and separate FX overlays to hedge global risk
    • New frontier markets remain a key source of revenue generation and diversification

     

  • 14.30pm

    Room B – Workshop - Investing for the Long Term: Portfolio allocation and managing investment risk

    Harold Kim

    Founder and Chief Executive Officer

    Neo Risk Investment Advisors

    We discuss the challenge of investing for the long-term, which starts with clearly defining the goals of an investor.  We consider the various investment options available, specifically in the context of return, risk and correlation characteristics.  We then outline the process for portfolio allocation among the investment options, focusing on the issues of implementation in the real world, where returns are difficult to forecast and risk varies continuously.
     

    • Investing goals
    • Return, risk and correlation
    • Portfolio allocation
    • Managing investment risk
  • 14.30pm

    Room A – Workshop - Demystifying structured products

    Chinmay Patil

    Executive Director, Investment Solutions

    Leonteq Securities

    • How structured product works
    • Factors affecting the product price
    • Liquidity and valuation on secondary market
    • Common misconceptions
  • 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
    Chief Executive Officer & Founder
    Hubbis

    Panel Members

    Speakers

    Ni Yan

    Head of Structured Products Asia

    Indosuez Wealth Management

    Chinmay Patil

    Executive Director, Investment Solutions

    Leonteq Securities

    Lincoln Chow

    Director, Head of Sales, Hong Kong & Singapore, Financial Institutions Marketing

    Commerzbank

    Edward Liu

    Head of Investment Counselling

    EFG Bank

  • 16.15pm

    Panel discussion - Relevant 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?
    • Do frontier markets like Vietnam offer a viable investment opportunity today?
    • What are some of the more interesting private equity opportunities today? How do clients access these opportunities?
    • What is your current thinking about the role of fixed income and credit in HNW / UHNW clients’ portfolios?
    • Structured products to discuss with clients given current market conditions?
    • When investing in credit - investors have for the last 8-10 years been rewarded for keeping liquidity and going down in credit quality. Is this still a smart thing to do?
    • Equities: Thematic equities have received a lot of hype – some good / some bad. Whats the best way to find alpha and non-correlated returns?
    • Equity – where is best? Where is worst?

    Chair

    Michael Stanhope
    Chief Executive Officer & Founder
    Hubbis

    Panel Members

    Speakers

    Nicholas Hulme

    Executive Director, General Manager Unigestion Asia

    Unigestion

    Kevin Snowball

    Chief Executive Officer & Chief Investment Officer

    PXP Vietnam Asset Management

    Christina Kautzky

    Head of Distribution for Asset Management in Non-Japan Asia

    Credit Suisse Asset Management

    Karim Ghannam

    Co-Founder &Chief Executive Officer

    8F Asset Management

    Andrew Lee

    Chief Executive Officer

    EFG Asset Management

    Tobias Bland

    Chief Executive Officer

    Enhanced Investment Products

  • 17.00pm

    Closing remarks - Key learnings to implement

    Malik S. Sarwar

    CEO

    K2 Leaders

  • 17.10pm

    Forum End

Sep 6

Investment Solutions Forum 2018

Ritz Carlton Hotel,Hong Kong

Speakers

Andrew Lee

EFG Asset Management

Andrew Tong

MSCI

Anthony J. Harper

Axial Partners

Arjan de Boer

Indosuez Wealth Management

Belle Liang

Hang Seng Private Banking

Chinmay Patil

Leonteq Securities

Christina Kautzky

Credit Suisse Asset Management

Delphine Arrighi

Merian Global Investors

Denis Gould

HSBC Global Asset Management

Edward Liu

EFG Bank

Grizelda Lee

Indosuez Wealth Management

Harold Kim

Neo Risk Investment Advisors

Jean-Louis Nakamura

Lombard Odier

John Robson

Quantifeed

Karim Ghannam

8F Asset Management

Kevin Liem

CBH Asia

Kevin Snowball

PXP Vietnam Asset Management

Lemuel Lee

BNP Paribas Wealth Management

Lincoln Chow

Commerzbank

Malik S. Sarwar

K2 Leaders

Matthew Chan

Mercer

Ni Yan

Indosuez Wealth Management

Nicholas Hulme

Unigestion

Nicolas Mathier

Global Precious Metals

Peter Dietrich

Morningstar

Rebecca Sin

Commerzbank

Rohit Jaisingh

DBS Bank

Sandro Dorigo

Leonteq Securities

Tariq Dennison

GFM Asset Management

Tobias Bland

Enhanced Investment Products

Vincent Ng

Nomura

Sep 6

Investment Solutions Forum 2018

Ritz Carlton Hotel,Hong Kong

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Sep 6

Investment Solutions Forum 2018

Ritz Carlton Hotel,Hong Kong

Summary

We are delighted to host our new format, investment-focused event.

Following on from the year for banks and other wealth managers for a long time, it’s probably fair to say the next 12-months will be more challenging. How should we position client portfolios and expectations in preparation for what lies ahead? And how will you help clients shift mindset, investing style and portfolio holdings as the market transitions to a more volatile end-of-cycle phase?

Yet the industry should not rest on its laurels and still has some way to go in terms of the development of products and platforms, as well as adviser and client understanding and education.

View the Video Highlights, Photos, Event summary & poll results, Panel discussions, Presentations & Wealth TALKS from the events in 2017;
HONG KONG 
SINGAPORE

There are 5 panel discussions covering the following themes

  • Reengineering the platform
  • Discretionary Portfolio Management and Advice
  • Funds
  • Structured Products
  • Product Manufacturers

 

We have therefore created an agenda including some of the most influential product and fund gatekeepers in the Asian wealth management community - to focus on the increasing need for product manufacturers and distributors to get clients to use a broader range of investments which are more suitable and relevant to their needs today.

This is being delivered via focused presentations, Wealth TALKs from key individuals across Asia, and 5 interactive panel discussions.  The agenda also includes several in-depth, interactive workshops.

Designed to cover issues relevant to product specialists as well as relationship (RMs) and other client-facing staff – depending on which segment of the day you are joining us for.

Diversification and risk management are critical - as is the need to convert what tend to be complicated products and themes into outcome-focused solutions, on the back of needs-based conversations.

There will be a segment focussed on Structured Products. And it’s a timely gathering of practitioners – given renewed interest of Asian investors in structured products over recent years. On the one hand, it covers the business of structured products – including trends relating to product development, the distribution mechanism and automation of product delivery.

In addition, with RMs and advisers increasingly aware of the need to better understand the products they are selling, other sections of the agenda address this, along with how to have the right types of conversations with clients.

As an industry-led initiative – this is also a great opportunity to get a large number of RMs and advisers together to discuss the evolution of the structured products space.

These are some of the topics we will cover;

  • What’s the meaning of the word ‘advice’ today?
  • How to deliver long-term value and investment performance
  • Understanding how to construct robust investment portfolios in today’s environment
  • Driving long-term conversations with clients
  • How to have needs-based conversations with clients and present the best solutions to them
  • Identifying success stories and best practices
  • Exploring how we add value to clients and manage expectations
  • How would you explain your investment process and philosophy?
  • Impact of key business mega-trends of passive investments, fees, transparency, regulations; How are you adapting to grow?
  • What’s the outlook for structured products in 2018?
  • 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 this year?
  • How important is credit risk today?
  • How is the move to advisory and discretionary coming along?
  • Given more challenging market conditions – is advice more important than ever? Will clients pay for it?
  • Opportunities of key market mega-trends of millennial, baby boomers, women empowerment, ESG, SRI. How are you capitalising on these?


 

Sep 6

Investment Solutions Forum 2018

Ritz Carlton Hotel,Hong Kong

Event Highlights

 

INVESTMENT SOLUTIONS FORUM 2018  

We were delighted to host our  wealth management-focused event in Hong Kong. Over 300 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

I love wealth management!

Photos

Event summary

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

Asia's wealth management industry - re-invent to remain competitive

The Hubbis Investment Solutions Forum, 2018 took place in Hong Kong, 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 - Videos

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

Lemuel Lee, BNP Paribas Wealth Management
John Robson. Quantifeed
Rohit Jaisingh, DBS Bank
Arjan de Boer, Indosuez Wealth Management
Kevin Snowball, PXP Vietnam Asset Management
Tariq Dennison, GFM Asset Management
Anthony J. Harper, Axial Partners
Sandro Dorigo, Leonteq Securities
Malik S. Sarwar, K2 Leaders, USA
Christina Kautzy, Credit Suisse Asset Management
Ni Yan, Indosuez Wealth Management

 

EVENT CONTENT - 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 Wealth Management Offering in Asia: Products and Platform
What does it mean today to ‘add value’ to a client? What do wealth management firms and their clients need from their investment platform? What role will digital play, will robo-advisory and AI gain more traction? Are digital disruptors circling the wagons? Is discretionary winning? These and other vital questions were debated in the first panel of the Hubbis Investment Solutions Forum.

Panel speakers

Lemuel Lee Managing Director, Head of Investment Services Hong Kong, BNP Paribas Wealth Management
Harold Kim Founder and Chief Executive Officer, Neo Risk Investment Advisors
Sandro Dorigo Chairman, Founding Partner, Leonteq Securities
Rohit Jaisingh Head, Equity Investment Products,DBS Bank
Malik S. Sarwar CEO, K2 Leaders, USA
John Robson Chief Commercial Officer, Quantifeed

 

Discretionary Portfolio Management and the Advice-Led Revenue Generation Model
There is a ubiquitous push across Asia’s wealth management community to derive more stable revenue by migrating clients more towards discretionary mandates and advice-led, fee-generating solutions. A panel of experts at the Hubbis Investment Solutions Forum gathered to assess the industry’s progress, or, in some cases, lack of.

Panel speakers

Jean-Louis Nakamura, Chief Investment Officer, Asia Pacific - Chief Executive Officer, Hong Kong Lombard Odier
Anthony J. Harper Chief Executive Officer and Co-Founder Axial Partners
Vincent Ng Joint Chief Investment Officer, Wealth Management, Asia ex-Japan Nomura
Grizelda Lee  Senior Director, Head of Discretionary Portfolio Management, Asia Indosuez Wealth Management
Peter Dietrich Head of Business Development, Greater China Morningstar

 

Engaging the Client. Selecting the Best Products. Achieving Better Outcomes
Are boutique wealth managers more client-centric than the global players? Is passive truly better than active, or is it all down to value, not cost? Will robo-advisory prevail over the human connection? 

Panel speakers

Belle Liang Head of Investment Advisory, Investment Services Division Hang Seng Private Banking
Kevin Liem Chief Investment Officer CBH Asia
Arjan de Boer Deputy Chief Executive, Head of MIS, Asia Market, Investments & Structuring Indosuez Wealth Management
Tariq Dennison Investment Specialist, Retirement Plans GFM Asset Management
Matthew Chan Senior Consultant Mercer

 

Looking Ahead: Capital Markets & Structured Products
Will the markets go up or down? Will investors remain cautious, or turn more bullish? What is the best way to advise Asia’s HNWIs to approach their wealth management portfolios? A panel of experts pondered these vital matters.

Panel speakers

Ni Yan Head of Structured Products Asia Indosuez Wealth Management
Chinmay Patil Executive Director, Investment Solutions Leonteq Securities
Lincoln Chow Director, Head of Sales, Hong Kong & Singapore, Financial Institutions Marketing Commerzbank
Edward Liu Head of Investment Counselling EFG Bank

 

Relevant Investment Ideas to Discuss with Clients Today
A panel of experts told the audience that simple investment strategies that have worked so well in the heady days of global financial markets should be adjusted to incorporate more diversification to alternative assets, to uncorrelated investments and to specific subsets of the private equity, equity and debt markets. 

Panel speakers

Nicholas Hulme Executive Director, General Manager Unigestion Asia Unigestion
Kevin Snowball Chief Executive Officer & Chief Investment Officer PXP Vietnam Asset Management
Christina Kautzky Head of NJA Distribution Credit Suisse Asset Management
Karim Ghannam Co-Founder &Chief Executive Officer 8F Asset Management
Andrew Lee Chief Executive Officer EFG Asset Management
Tobias Bland Chief Executive Officer Enhanced Investment Products

 

EVENT CONTENT - Presentations & Wealth TALKs

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 Markets Debt, the End of the Goldilocks Scenario?
Delphine Arrighi, EMD Portfolio and Fund Manager for Old Mutual Global Investors, led a workshop to outline the risks and opportunities presented by emerging market (EM) debt. The ‘Goldilocks scenario’ might be evaporating but there remain plenty of opportunities. 

Investing in China Today
Dennis Gould, CIO Multi Asset & Wealth for HSBC Global Asset Management, advised the wealth management community to look to China as a growing investment opportunity and suggested tempering volatile stocks with stable bonds to create a balanced portfolio for accessing the market.

The World According to MSCI – Emerging Trends in Portfolio Advisory
Andrew Tong, Executive Director & Head of Greater China Consulting at MSCI, gave the audience at the Hubbis Investment Solutions Forum valuable insights into portfolio advisory trends for investors taking exposure to the global financial markets.

The World of ETFs and their Expanding Role in Asia's Wealth Market Portfolios
Rebecca Sin, Head of ETF Sales Trading Asia at Commerzbank, is an enthusiastic and vocal promoter of exchange-traded funds (ETFs), now a USD5 trillion market globally. She told delegates at the Hubbis Investment Solutions Forum why Asia’s wealthy investors should include ETFs as passive investments, or as part of broader active portfolios.

Vietnam: Asia’s Last Tiger Economy Emerging onto the World Stage
Kevin Snowball, Co-Founder, Chief Executive Officer & Chief Investment Officer for PXP Vietnam Asset Management, spoke at the Hubbis Investment Solutions Forum about his optimistic expectations that Vietnam will soon assume what he considers its rightful place amongst global emerging market peers.

Investment Solutions from Asia’s Robo-Platform Providers
John Robson, the chief commercial officer of Quantifeed, presented a Workshop at the Hubbis Investment Solutions Forum to highlight the advantages of theme-based investing for thematic portfolios accessing big ideas. He also focused on risk-based investing for conservative portfolios, as well as explaining theories on goals-based investing designed to engage with customers for the long-haul.

Managed Accounts: The Right Product at the Right Time for Asia
Anthony J. Harper, CEO & co-founder of Axial Partners, is passionate about the growth of managed accounts in Asia. He believes they are a unique and ideal solution both for investors and for the wealth management community, the former seeking diversification and transparency, the latter seeking more recurrent revenues.

Focusing on risk to build a more robust investment portfolio
Dr Harold Kim, founder and CEO of Neo Risk Investment Advisors, believes that Asia’s wealth management community and their wealth market clients need to step back from some of the perceived wisdom on investment theories to focus instead on real-world risks and more robust correlation dynamics in order to achieve diversification and therefore outperform.

Structured Products for Wealth Management in Asia
Chinmay Patil, Executive Director of Investment Solutions at Leonteq Securities told delegates at the Hubbis Investment Solutions Forum, that structured products (SPs) are ideal for Asia’s wealth management community. SPs have the defined aim of diversifying portfolios and improving the risk-return profile, they help investors to improve their upside potential and reduce their downside risk.

 

 

Sep 6

Investment Solutions Forum 2018

Ritz Carlton Hotel,Hong Kong