Helping Asian Wealth Management Communities interact

We were delighted to host our annual event in Singapore for the Investments Community in Wealth Management.

More than 250 CEOs, senior management, product gatekeepers and RM’s at Private Banks, Retail Banks, IFAs. Independent Asset Management Firms (IAM), External Asset Managers (EAM) and Multi-Family Offices (MFO) attended.

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.

Hubbis events are –

FUN, CONSISTENT, RELEVANT, ENGAGING AND UNIQUE

Jun 13

Investment Solutions Forum 2019

Mandarin Oriental Hotel, Singapore

Featured sponsors
All sponsors

A community of leading organisations within Asian Wealth Management

Featured speakers
All event speakers

Senior figures in Asian Wealth Management are speaking at this event

Alvin Lee

IHS Markit

Anand Ramachandran

River Valley Asset Management

Arjan de Boer

Indosuez Wealth Management

Arnaud Tellier

BNP Paribas Wealth Management

Why you should attend Hubbis events

Connect

Connectivity across Private Banking, Independent Wealth Management, Retail Banking, Asset Management, Insurance, Technology, Professional Services and other communities.

Learn

Find out how the industry can develop further & lessons it can learn from elsewhere. Improve skills and knowledge through a practical, enjoyable and interactive learning experience.

Enjoy

Hubbis events are not only consistent, relevant, engaging and unique but also highly positive, and fun experiences.

Get involved in Hubbis events

Sponsor an event Hubbis offers multiple sponsorship packages within the Asian Wealth Management community.

Find out more
Event Agenda
download pdf

Morning

  • 8.40am

    Registration

  • 9.00am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.05am

    Panel discussion - Big Opportunities / Big Challenges

    • What’s your USP?
    • What have you got that means you will be here in five years?
    • How must you refine and redefine your value proposition today?
    • Are you nimble, responsive and adaptive?
    • What’s the advantage and disadvantage to pure-play firms vs universal banks?
    • What is the client expecting from you today?
    • What trends are we seeing in Europe and North America in wealth and asset management?
    • Where is growth coming from over the next five years? Bigger share of wallet? Lending? Next-gen leads? Organic vs acquisition vs partnership?
    • Biggest opportunities for the next three years?
    • Biggest challenges for the next three years?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Panel Members

    Vincent Magnenat

    Chief Executive Officer of Asia Pacific

    Lombard Odier

    Arnaud Tellier

    Co-CEO, Asia Pacific, 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

  • 9.55am

    Head - to - Head Q & A - How is technology Impacting the delivery of Wealth Management?

    Damian Hitchen

    CEO Singapore

    Swissquote

    • Transitioning wealth management into the digital era
    • Distribution and connectivity is key
  • 10.05am

    Presentation - State of EM: unearthing hidden gems in China and ASEAN

    David Lai

    Partner & Co-Chief Investment Officer

    Premia Partners

    • Who are we and why do we focus on simplifying beta choices in Asia
    • A review of opportunities in China new economy and ASEAN stocks, as well as implementation options
    • Introducing a better way to access Asian frontier and global EM markets
  • 10.15am

    Panel discussion - Tweaking the investment engine

    • The revenue squeeze is on. Where does your revenue come from in the future?
    • How do you reconcile the suitability of investment products you sell to your clients with profitability?
    • When you launch a new product – how do you gauge whether it was successful?
    • Are we making any progress in creating a ‘stickier’ engagement with clients?
    • How can banks really make discretionary offerings work, to increase their share of client assets in DPM?
    • Investing is a simple process that is not easy to execute. The investor can be irrational. It is behavioural. Is Behavioural Finance a critical component to manage client expectations?
    • How are we improving the investment platform and processes?
    • Can we cut cost – without impacting the client experience or performance?
    • What's the role of digital today?
    • Can digital add greater value to traditional advisory?
    • What's the right balance between face-to-face and technology driven interaction?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Panel Members

    Rodolphe Larque

    Head of Managed Solutions APAC

    Credit Suisse Private Banking

    Damian Hitchen

    CEO Singapore

    Swissquote

    Tuck Meng Yee

    Partner

    JRT Partners

    Hrishikesh Unni

    Managing Director, Client Investments

    Taurus Wealth Advisors

    Jalil Rasheed

    Investment Director

    Invesco

    Pierre DeGagne

    Executive Director – Investment Funds Fund Selection & Strategy

    DBS Private Banking

  • 11.10am

    Refreshment & Networking

  • 11.35am

    Presentation - The case for frontier markets and the continued growth of MENA

    Dominic Bokor-Ingram

    Emerging Markets CIO / Portfolio Manager

    Fiera Capital

    • Frontier provides high growth and low correlation to global equity markets
    • In a global context - the macro stands out
    • Reform in the MENA region
  • 11.45am

    Presentation - Beware of Greenwashing as ESG Momentum Builds

    Shihan Abeyguna

    Head of Business Development, Asia

    Morningstar

    • Growth of ESG Funds
    • What is Greenwashing?
    • What to do about Greenwashing?
  • 11.55am

    Presentation - Unlocking the potential of Private Markets

    Sam Clothier

    Investment Director, Private Market Specialist Distribution

    Aberdeen Standard Investments

    • Potential to deliver higher returns than traditional assets
    • Add a new source of risk premia to investment portfolios
    • Lower correlation of returns to public markets

Afternoon

  • 12.05pm

    Presentation - Picking winners in Asia

    Odile Lange-Broussy

    Senior Portfolio Manager

    Lombard Odier

    • Is Asian equities a compelling investment case?
    • The case for sustainable investment in Asia
    • How do we generate alpha?
  • 12.15pm

    Panel discussion - "Young investors" - Investing with Purpose?

    We use the word "Millennial" regularly. Most “young” people consider the word an insult, denoting someone who is lazy, spoiled, feckless, etc. Regardless of what their attitude is and how effective they may be - many are coming into serious wealth, thanks to rich and doting parents. Winning the hearts and minds of "Young investors" – will be key to your long-term success. But are you too old to deal with them – and has your bank got any ideas around finding tangible, innovative ideas to get them engaged? Intergenerational wealth preservation is not easy – it requires holistic planning, targeted education and an acute focus on the customer experience.

    • How do you deal with the younger generation?
    • What is their attitude towards investing?
    • What do the younger generations expect from you?
    • What are banks doing to create a holistic and meaningful user experience for them?
    • Beyond investments, what other engagement do you need to provide?
    • Has client demand for Impact investing, SRI, ESG increased?
    • Do you provide these solutions in-house?
    • Is impact investing an add-on or a core investment?
    • Which areas would you invest in or avoid?
    • What's the next phase of impact investing?
    • Assessing products: the good, the bad and the ugly
    • Does ESG deliver superior returns?
    • Can these offerings be bespoke to deepen relationships with clients?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Panel Members

    Arjan de Boer

    Deputy Chief Executive, Head of MIS, Asia 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

    Dr. Silvio Struebi

    Partner

    Simon-Kucher & Partners

  • 13.00pm

    Lunch

  • 13.50pm

    Workshop - How is technology impacting the delivery of Wealth Management?

    Damian Hitchen

    CEO Singapore

    Swissquote

    • What are the main evolutions being driven by technology?
    • What are the client demands re; technology? What are the expectations?
    • Is the industry, and its main players, adopting and adapting its delivery of services?
  • 14.15pm

    Workshop - State of EM: unearthing hidden gems in China and ASEAN

    David Lai

    Partner & Co-Chief Investment Officer

    Premia Partners

    2018 witnessed an aggressive EM correction on the back of USD strength, global growth and trade war concerns. While broader EM still faces some of these concerns, portions of EM markets in our backyards have strong fundamentals, low valuations, are under-invested and are now benefiting from global supply chain rebalancing and improved currency dynamics. Emerging ASEAN stocks are benefiting from USD weakness and supply chain repositioning. China new economy stocks are benefiting from an increasingly domestic and consumption driven market. Markets like Vietnam, a frontier market yet to be upgraded to EM, looks particularly interesting as many now view it as the main beneficiary of the dispute between China and the US.

  • 14.40pm

    Workshop - Frontier markets and alpha generation

    Dominic Bokor-Ingram

    Emerging Markets CIO / Portfolio Manager

    Fiera Capital

    • Why we can generate high alpha
    • How we generate high alpha
    • Why returns are sustainable over the cycle
  • 15.05pm

    Refreshment & Networking

  • 15.30pm

    Panel discussion - Shifting the Dial – how do investors (Family Offices, UNNW, Private Clients) recalibrate their portfolio for the year ahead?

    • 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? How are you delivering performance? Managing risk?
    • What Asian Markets offer the best value? What’s your view on China?
    • 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?
    • What must be considered when investing in emerging markets?
    • What's the role of structured products in 2H 2019?
    • Any role for passive and index products?
    • What’s the role for private debt and alternatives within portfolios?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    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 Pte Ltd

    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

  • 16.15pm

    Panel discussion - Interesting and relevant Investment Solutions for YOUR clients

    • Is GOLD an interesting asset class today? What’s its role in a client portfolio?
    • What’s the difference between physical and paper gold?
    • What are the interesting opportunities in Emerging and Frontier Markets?
    • What are the opportunities to invest in Vietnam today?
    • It's one year since Vietnam failed to enter MSCI’s watchlist for a market status upgrade – will it happen this year?
    • 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?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    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 Southeast Asia

    Raffles Family Office

    Dominic Bokor-Ingram

    Emerging Markets CIO / Portfolio Manager

    Fiera Capital

  • 17.00pm

    Forum End

Jun 13

Investment Solutions Forum 2019

Mandarin Oriental Hotel,Singapore

Speakers

Alvin Lee

IHS Markit

Anand Ramachandran

River Valley Asset Management

Arjan de Boer

Indosuez Wealth Management

Arnaud Tellier

BNP Paribas Wealth Management

Benn Ng

Raffles Family Office

Damian Hitchen

Swissquote

David Lai

Premia Partners

Dominic Bokor-Ingram

Fiera Capital

Dr. Silvio Struebi

Simon-Kucher & Partners

George Boubouras

Caledonia Pacific Capital Partners

Hrishikesh Unni

Taurus Wealth Advisors

Jalil Rasheed

Invesco

Johan Jooste

Bank of Singapore

Laurent Lequeu

Lumen Capital Investors Pte Ltd

Marc Lansonneur

DBS Private Banking

Martin Goerojo

Citi

Mehak Dua

GMO

Odile Lange-Broussy

Lombard Odier

Olivier Monnard

Standard Chartered Bank

Paul Stefansson

UBS Wealth Management

Pierre DeGagne

DBS Private Banking

Richard Nino

Fiera Capital

Rodolphe Larque

Credit Suisse Private Banking

Rohit Bhuta

Crossinvest

Sam Clothier

Aberdeen Standard Investments

Shihan Abeyguna

Morningstar

Simon Lints

Schroders Wealth Management

Stephen King

Fiera Capital

Steven Mantle

PXP Vietnam Asset Management

Tuck Meng Yee

JRT Partners

Vincent Magnenat

Lombard Odier

Zvika Rotbart

J. Rotbart & Co.

Jun 13

Investment Solutions Forum 2019

Mandarin Oriental Hotel,Singapore

Sponsors

platinum

gold

silver

bronze

Jun 13

Investment Solutions Forum 2019

Mandarin Oriental Hotel,Singapore

Event Highlight

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

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?

 

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

 

Presentations 

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.

 

 

Jun 13

Investment Solutions Forum 2019

Mandarin Oriental Hotel,Singapore