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On September 15, our panel of hand-picked wealth management experts will focus on the needs and expectations of the next generations of Asia’s private clients. They will debate how the private banks and independent wealth management providers can tailor their offerings and the approach to retain and/or attract those clients, and how they can maximise the opportunities ahead, for those clients and for their own businesses. With many trillions of dollars of wealth due to change hands in the coming few decades from the founder and second generations to the younger generations, and with so many of the third and fourth generations building their own businesses, or planning to do so, the wealth management community must grasp the opportunity to forward their activities and their propositions.

It is well known that the younger wealth generations in Asia are usually highly educated, often in long-established Western institutions, which leads to a wider understanding of worldly matters, of wealth management issues, and often serves to boost their entrepreneurial hunger as well as enhancing their focus on governance generally, and on sustainability in the family business and indeed in financial investments.

They are digital natives, and often more inclined than their parents or grandparents to adopting a more professional structured approach to family wealth, frequently desiring to focus on either their new businesses, their lifestyles, or even social impact pursuits. As a result, we know that Asia’s wealth management community, and indeed the global wealth management ecosystem, must adapt their products, solutions and services to cater to the needs and expectations of these younger generations. The family office can often help draw them in to the centre of the family’s affairs, hence we are already seeing them take an increasing role in the growing numbers of family offices in the region.

The wealth industry in Asia needs to understand and address the key differences between the generations to develop value, trust and a pull-together attitude, and then design products, curate advice and develop solutions to suit the different generations.

Sep 15

Maximising the Opportunities around NEXT GEN Wealth Manageme...

3.00pm - 4.00pm HKT/SGT

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A community of leading organisations within Asian Wealth Management

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Senior figures in Asian Wealth Management are speaking at this event

Hengka (Henry) Ji

Zhong Lun Law Firm

Gabriel Chan

Wealth Dynamix

Lee Woon Shiu

DBS Private Banking

Zac Lucas

Spencer West

Paul Knox

J.P. Morgan Private Bank

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Event Agenda
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  • 15.00pm

    Maximising the Opportunities around NEXT GEN Wealth Management in Asia

    • Why do Asia’s Next Gens represent such an important market potential for Asia’s wealth management community
    • What assistance / advice can you give to the older generation to help them involve the next gen in financial discussions?
    • How do the needs and expectations of these Next Gens differ from the founder and even second-generation wealthy clients in Asia?
    • What can wealth managers do to reach out to, connect to and win over these NextGen clients?
    • Can the panel characterise the approach to investments amongst these Next Gens and who and how these approaches might differ from those of the older generations?
    • How does the wealth management industry help deliver on the issues of sustainability and ESG-centricity that appears so important for the Next Gens?
    • What about life insurance, how does this feature for these younger clients, many of whom are decades away from retirement or old age?
    • What role does digital play in engaging with these NextGens, or is digital simply ‘hygiene’ today rather than a genuinely differentiating factor?
    • What are the major opportunities ahead in working with the NextGen clients of Asia, and how can the Asian and indeed global wealth management industry provide them with laser-targeted advice, products and solutions?

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Lee Woon Shiu

    Managing Director & Group Head of Wealth Planning, Family Office & Insurance Solutions

    DBS Private Banking

    Paul Knox

    Managing Director

    J.P. Morgan Private Bank

    Bijal Ajinkya

    Partner

    Khaitan & Co

    Lee Wong

    Head of Family Services, Asia

    Lombard Odier

    Gabriel Chan

    Head Asia Pacific

    Wealth Dynamix

    Hengka (Henry) Ji

    Partner

    Zhong Lun Law Firm

  • 16.00pm

    Webinar Ends

Sep 15

Maximising the Opportunities around NEXT GEN Wealth Manageme...

3.00pm - 4.00pm HKT/SGT

Speakers

Hengka (Henry) Ji

Zhong Lun Law Firm

Gabriel Chan

Wealth Dynamix

Lee Woon Shiu

DBS Private Banking

Zac Lucas

Spencer West

Paul Knox

J.P. Morgan Private Bank

Sep 15

Maximising the Opportunities around NEXT GEN Wealth Manageme...

3.00pm - 4.00pm HKT/SGT

Partners
Sep 15

Maximising the Opportunities around NEXT GEN Wealth Manageme...

3.00pm - 4.00pm HKT/SGT