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



Video Highlights


Event summary & poll results

Panel discussions

Presentations & Workshops




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 - 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.  



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


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 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


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 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.