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INVESTMENT SOLUTIONS FORUM - SINGAPORE 2019

We were delighted to host our annual event in Singapore for the Investments Community in Wealth Management. More than 250 CEOs, COOs, Independent Asset managers and other senior practitioners attended – from a mix of local and international Private Banks, Retail Banks, Insurance Companies, Independent Firms & Family Offices, Asset Management Companies, and IFAs.

Thank you to all of our event partners: Fiera Capital, Swissquote, Aberdeen Standard Investments, J. Rotbart & Co., Lombard Odier, Premia Partners, Quo, GMO, Leonteq Securities,Morningstar, PXP Vietnam Asset Management and Samsung Asset Management.

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 Summary PDF

Exclusive Insights

Testimonials

I Love Wealth Management

Photos

Event summary

Panel discussions

Presentations & Workshops

Videos

Post Event Supplement

 

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

Investment Solutions Forum Singapore 2019 Summary
Hubbis is again delighted to have successfully concluded our annual event in Singapore for the Asian wealth management investment community.

 

VIDEO HIGHLIGHTS - Videos

We asked leading industry experts - what are the opportunities and challenges for the year ahead? View the combined video highlights, or click on the links to view the individual videos.

Full Video Highlights
Video Highlights Summary PDF

I Love Wealth Management
Testimonials

Vincent Magnenat, Chief Executive Officer of Asia Pacific, Lombard Odier
Simon LintsChief Executive Officer - Singapore, Schroders Wealth Management
Damian Hitchen, Chief Executive Officer, Middle East & Asia, Swissquote
Silvio Struebi, Partner, Simon-Kucher & Partners
Paul Stefansson, Managing Director, Global Co-Head of Investment Funds, UBS Wealth Management
Arjan de BoerDeputy Chief Executive, Head of Markets, Investments & Structuring, Asia, Indosuez Wealth Management             
Pierre DeGagneExecutive Director – Investment Funds Fund Selection & Strategy, DBS Private Banking
Gary DuganCEO, Purple Asset Management
Johan Jooste, Head: Rates, Bank of Singapore
Jalil RasheedInvestment Director, Head of Singapore Office, Invesco
Dominic Bokor-IngramJoint Lead Portfolio Manager, Fiera Capital
David Lai, Partner & Co-Chief Investment Officer, Premia Partners
Alvin Y. LeeManaging Director, Head of ASEAN Account Management, IHS Markit
Sam ClothierInvestment Director, Private Market Specialist Distribution, Aberdeen Standard Investments
George Boubouras, Managing Director and CIO, Caledonia Pacific Capital Partners
Anand Ramachandran, Partner & Fund Manager, River Valley Asset Management

EXCLUSIVE INSIGHTS: ​​​

We asked leading industry experts for their exclusive and incisive insights. Click on the links to view the individual videos:

Exclusive Insights PDF

Vincent Magnenat, Chief Executive Officer of Asia Pacific, Lombard Odier
What have you got that means you will still be here in five years?

Simon Lints, Chief Executive Officer - Singapore, Schroders Wealth Management
What’s your USP at Schroders Wealth Management?

Damian Hitchen, Chief Executive Officer, Middle East & Asia, Swissquote
Can we cut cost – without impacting the client experience or performance?

Silvio Struebi, Partner, Simon-Kucher & Partners
How do you deal with the younger generation?

Paul Stefansson, Managing Director, Global Co-Head of Investment Funds, UBS Wealth Management
What do the younger generations expect from wealth managers?

Arjan de Boer, Deputy Chief Executive, Head of Markets, Investments & Structuring, Asia, Indosuez Wealth Management
Has client demand for Impact investing, SRI, ESG increased? Do you provide these solutions in-house?

Pierre DeGagne, Executive Director – Investment Funds Fund Selection & Strategy, DBS Private Banking
When you launch a new product – how do you gauge whether it was successful?

Gary Dugan, CEO, Purple Asset Management
What’s the role for private debt and alternatives within portfolios?

Johan Jooste, Head: Rates, Bank of Singapore
What must be considered when investing in emerging markets?

Jalil Rasheed, Investment Director, Head of Singapore Office, Invesco
How are we improving the investment platform and processes?

Dominic Bokor-Ingram, Joint Lead Portfolio Manager, Fiera Capital
What’s the case for frontier markets today?
How are frontier markets being impacted by global macro trends?

David Lai, Partner & Co-Chief Investment Officer, Premia Partners
Why should investors focus on simplifying beta choices in Asia?

Alvin Y. Lee, Managing Director, Head of ASEAN Account Management, IHS Markit
Has client demand for Impact investing, SRI, ESG increased?

Sam Clothier, Investment Director, Private Market Specialist Distribution, Aberdeen Standard Investments
Why do Private Markets have the potential to deliver higher returns than traditional assets?
What are the different options available to HNW clients when they invest in Private Markets?

George Boubouras, Managing Director and CIO, Caledonia Pacific Capital Partners
Shifting the Dial – how do investors (Family Offices, UNNW, Private Clients) recalibrate their portfolio for the year ahead?
How will you help clients shift mindset, investing style and portfolio holdings as the market transitions to a more volatile phase?

Steven Mantle, Head of Marketing & Investor Relations, PXP Vietnam Asset Management
What are the opportunities to invest in Vietnam today?
Who is PXP Vietnam Asset Management?

Mehak Dua, Business Development, GMO
Can investors look to make money via a multi asset strategy as volatility / market uncertainty increases?
Are there any thematic / more secular equity ideas that are poised to do well? Like the environment and climate change?

Anand Ramachandran, Partner & Fund Manager, River Valley Asset Management
What is your current thinking about the role of fixed income and credit in HNW / UHNW clients’ portfolios?
Equity – where is best to invest today?

 

EVENT CONTENT - Panel discussions

We held 5 interactive panel discussions throughout the day – which involved 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 PDFs.

Big Opportunities and Major Challenges for Asia’s Wealth Management Community
A panel of experts at the Hubbis Investment Solutions Forum reviewed the state of the wealth management industry to determine whether the cost and revenue pressures are of such a scale as to threaten the survival of some of the key players. Or whether, as they generally felt is the case, the growth of private wealth in Asia will easily accommodate the players that are adaptable, nimble, forward-thinking and who create value and valued-added solutions for their clients.

Panel Members

Vincent Magnenat, Chief Executive Officer of Asia Pacific, Lombard Odier
Arnaud Tellier, Head of South-East Asia, BNP Paribas Wealth Management
Simon Lints, Chief Executive Officer, Singapore, Schroders Wealth Management
Rohit Bhuta, Chief Executive Officer, Crossinvest
Richard Nino, Executive Vice-President, Head of Global Distribution, Fiera Capital

Tweaking the Investment Engine with Digital to Enhance the Advisory Proposition
Panelists at the Hubbis Investment Solutions Forum put their heads together to come up with an action plan for ‘tweaking the investment engine’, or enhancing the selection and relevance of investment products using all the available tools. They were in favour of smart digitalisation, simple functionality and delivering lightening-speed information, but advised that clients continue to need guidance and education from individual advisers and experts, not just from machines.

Panel Members

Rodolphe Larque, Head of Managed Solutions APAC, Credit Suisse Private Banking
Damian Hitchen, Chief Executive Officer, Middle East & Asia, Swissquote
Tuck Meng Yee, Head of Investment Solutions Asia, Allfunds
Hrishikesh Unni, Managing Director, Client Investments, Taurus Wealth Advisors
Jalil Rasheed, Investment Director, Head of Singapore Office, Invesco
Pierre DeGagne, Executive Director – Investment Funds Fund Selection & Strategy, DBS Private Banking

The Younger Generation of HNW Clients in Asia: Directing their Investment Traffic
Millennials are redefining wealth management. According to CB Insights, millennials will control up to USD20 trillion of assets worldwide by 2030. Private banks and wealth management firms in Asia face an immense challenge in winning over the hearts and minds of the younger generations who are rapidly making or inheriting much of Asia’s vast and rapidly expanding private wealth.

How should the wealth industry approach the transition to the clients and position themselves to engage them in meaningful dialogue and product relationships that will sustain their businesses and the clients’ investment portfolios for many years to come? A panel of experts assembled at the Hubbis Investment Solutions forum in Singapore to give their views.

Panel Members

Arjan de Boer, Deputy Chief Executive, Head of Markets, Investments & Structuring, Asia, Indosuez Wealth Management
Marc Lansonneur, Managing Director, Head of Managed Solutions and Investment Governance, DBS Private Banking
Alvin Lee, Managing Director, Head of ASEAN Account Management, IHS Markit
Paul Stefansson, Managing Director, Global Co-Head of Investment Funds, UBS Wealth Management
Silvio Struebi, Partner, Simon-Kucher & Partners

Recalibrating the Portfolios of Asia’s HNWIs and Family Offices
The fourth panel discussion of the Hubbis Investment Solutions Forum offered delegates some invaluable insights into the global trend towards private markets and the shift away from public markets. The panel highlighted opportunities to manage risk and volatility through structured products, while preserving some upside potential. And they pointed to the value available as well as the remarkable growth potential of the Indian and ASEAN equity and debt markets. And around the Asia region, they explained, domestic growth and consumption if unearthing some great investment jewels.

Panel Members

Johan Jooste, Head: Rates, Bank of Singapore
Martin Goerojo, Director, Capital Markets Investment Products - Wealth Management, Asia Pacific, Citi
Laurent Lequeu, Head of Portfolio Management, Lumen Capital Investors
Anand Ramachandran, Partner & Fund Manager, River Valley Asset Management
Olivier Monnard, Head, Markets Products Specialist, Wealth Markets Products & Sales, Standard Chartered Bank
George Boubouras, Managing Director & Chief Investment Officer, Caledonia Pacific Capital Partners

Attractive and Relevant Investment Solutions for Asia’s HNW Clients
The final panel of the Investment Solutions Forum in Singapore saw a panel of experts highlight three key areas. One is frontier equity markets, with Vietnam and the Middle East as key target markets. The second is the adoption of a medium-term value-based multi-asset strategy – grow slowly, grow carefully and value will revert to the mean. And finally, the many appeals of physical gold were explained for the delegates, who listened intently literally as the gold price began to break out of its recently range-bound consolidation.

Panel Members

Mehak Dua, Business Development, GMO
Zvika Rotbart, Business Development Executive, J. Rotbart & Co.
Steven Mantle, Head of Marketing & Investor Relations, PXP Vietnam Asset Management
Benn Ng, Managing Director, Head of South East Asia, Raffles Family Office
Dominic Bokor-Ingram, Joint Lead Portfolio Manager, Fiera Capital

 

EVENT CONTENT - Presentations & Workshops

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.

Swissquote: Expanding the Reach of the Digital Platform in Asia
Damian Hitchen, CEO for the Middle East & Asia at digital platform provider Swissquote, spoke with Michael Stanhope, Hubbis founder and CEO, to explain to the audience at the Investment Solutions Forum in Singapore why Swissquote is soon to open its full office in Singapore, and why it has armed itself with the appropriate licences. He highlighted how Swissquote partners with large and small financial institutions, and wealth management firms, especially External Asset Managers, to offer them B2B solutions that significantly upscale their capabilities, their client service and therefore their revenue streams.

Swissquote: The Impact of Technology on the Delivery of Wealth Management in Asia
Damian Hitchen, CEO for the Middle East & Asia at digital platform provider Swissquote, spoke with Michael Stanhope, Hubbis founder and CEO, to explain to the audience how Swissquote partners with large and small financial institutions, and wealth management firms, especially External Asset Managers, to offer them B2B solutions that significantly upscale their capabilities, their client service and therefore their revenue streams.

The Case for Frontier Markets and MENA in the Asian HNW Portfolio
Dominic Bokor-Ingram is Joint Lead Portfolio Manager for the Magna New Frontier Fund, which is under the Canadian investment management group, Fiera Capital Corporation, which currently boasts almost USD110 billion funds under management globally. He told delegates at the Hubbis Investment Solutions Forum why Asian investors should seriously consider buying exposure in the world’s frontier markets as part of any well-constructed portfolio.

Premia Partners – Boosting the Region’s ETF Proposition for China and ASEAN
David Lai, Partner & Co-Chief Investment Officer of Premia Partners, gave a lively and insightful presentation and Workshop at the Hubbis Investment Solutions Forum in Singapore to highlight why he believes that Asia’s HNW investors should have core holdings in the Chinese and ASEAN equity markets. He explained that both offer better demographics, higher growth and lower valuations than the developed markets. He provided both the data and the key rationales that support his theory and explained how investors can access these markets through Premia’s four existing ETFs, as well as through a new dedicated Vietnam ETF Premia is due to launch imminently.

Beware of Greenwashing as Global ESG Investing Momentum Builds
Delegates at the Hubbis Investment Solutions Forum in June were treated to a tale of both great growth potential and also of caution from Shihan Abeyguna, Head of Business Development for Asia at global investment research and management group Morningstar. He told the audience of the immense growth in sustainable investment activity globally but warned the relatively under-exposed Asian investment community of the dangers of ‘Greenwashing’ as demand for ESG funds grows exponentially around the globe. In short, Greenwashing is the optical illusion of making ordinary funds appear more ‘impactful’ than they truly are. ESG investing is a very complex space, he explained, and investors who truly want to participate fully must understand that there are indeed different shades of green.

Unlocking the Potential of Private Markets
Sam Clothier, Investment Director, Private Market Specialist Distribution at Aberdeen Standard Investments believes that private markets can deliver higher returns than traditional public market assets, adding a new source of risk premia to HNW investment portfolios and offering lower correlation to returns in the public markets. He gave a fascinating presentation at the Hubbis Investment Solutions Forum, explaining to delegates exactly why he is so bullish on these private market assets.

Lombard Odier on the Art of Picking Sustainable Winners in Asia
Odile Lange-Broussy, Senior Portfolio Manager at boutique global private Swiss private bank Lombard Odier, gave a presentation to the delegates at the Investment Solutions Forum on the search for alpha in Asia, highlighting the importance of sustainable investing. While the total Asia ex-Japan market valuation was only 10% of the global markets in 2003, today it is 25%; that is not yet at the 39% level of the US but it is already nearly 50% larger than the 17% of Europe. With such compelling figures at hand, investors cannot ignore the Asian equity markets of today, and if they can buy into sustainable business models exhibiting impactful principles, then that is a win-win.