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



Video Highlights

I love wealth management!


Event summary

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.



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.  



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.