Event Agenda
8.40am
Registration
8.50am
8.55am
Keynote Presentation
- What are the current insurance industry trends and how have they evolved?
- What does that mean for Zurich/insurance companies in general?
- What does the new upcoming regulation mean for Zurich International ME?
9.05am
Panel Discussion
How can wealth management improve the core proposition?
- How is the regulatory framework developing - what are the issues and opportunities?
- How are you changing your business as a result?
- New money comes from where? How can you make the most of this?
- How are business models and platforms evolving?
- How can we all improve outcomes for clients?
- What will be the future development of Islamic Asset and Wealth management? What progress have we made?
- What’s the potential for increased wealth in family offices and multi-family offices?
- The UAE is safe, for most has no personal or corporate tax, offers high living standards and has an excellent position geographically. To what extent is it becoming a respected and credible centre for wealth management and attracting HNW and UHNW families?
Sandeep Singh
Senior Director, Regional Head Central Eastern Europe, Middle East and Africa
Franklin Templeton
Senior Director, Regional Head Central Eastern Europe, Middle East and Africa
Franklin Templeton
9.55am
Presentation
- Why do families relocate?
- What should HNW families consider when carrying out residence and citizenship planning?
- Current developments in residence and citizenship programmes
10.05am
Presentation
- Generational shifts amongst GCC merchant families : risks & opportunities
- Are the recently introduced domestic legacy tools the solution?
10.15am
Panel Discussion
Family businesses in the GCC – the challenges they face
- What are the challenges that wealthy families have?
- Are increasingly more flexible and sophisticated solutions still needed?
- What are the alternatives they have? Local and foreign?
- How can you bring together the right team to help a wealthy family?
- How are Islamic solutions developing?
- What's happening in the GCC that is interesting?
- What's the difference between the DIFC and Abu Dhabi Global Market?
- What corporate and legacy planning tools are being introduced by other regional financial centres?
- Is this now a robust centre for wealth management, protection and structuring? What else do we need to do?
- Why is now the time that wealth transfer is happening? How can you help your clients transition from one generation to the next?
- Will there be growth in the Universal Life space in the Middle East – like we have seen in Asia?
- What are the next tends for HNW Insurance?
10.55am
Presentation
- Family Trusts and Alternative Structures for the MENA Region
- Suitable Jurisdictions - Onshore and Offshore
11.05am
Refreshment & Networking
11.30am
Presentation
- Transition of wealth management into the digital era
- Distribution / connectivity is key
11.40am
WealthTalk
Next Gen Wealth Management
- What makes the next generation of Private Banking clients different?
- Why Private Banks must seamlessly engage and deliver digitally?
- How will the role of Relationship Managers change?
11.50am
Presentation
- Mandating digital as part of your firms DNA
- The digital revolution - its more than just front-office engagement
- Introducing firm-wide digital oversight at your finger-tips - new tools and confidence for the csuite
12.00pm
Presentation
- RoboAdvisers won't replace human wealth managers
- Benefits of AI to lead generation and customer management
- Right balance between intelligent automation and human approach
12.10pm
Presentation
- Where are we on the digitisation advancement in terms of technology and acceptance?
- What exactly are we digitising in the broad range of wealth management activities and where do we see the most benefits?
- Digital advisory requires interdisciplinary expertise between financial engineering and financial planning. How confident are we?
12.20pm
Panel Discussion
How do you future proof your business?
- How will firms in wealth management use technology and digital to improve the business?
- What's innovative, interesting or challenging in 2018?
- How do you create an ecosystem that genuinely embraces fintech?
- How do you select vendors today?
- What are the trends in Regtech?
- Making sense of crypto and blockchain - what are the real applications & implications in financial Services?
- Next generation wealth management – what will it look like and what does it mean to you?
- Wealth advisory services – how are they impacted by digital?
- How should bankers embrace digital?
- Millennials create a unique conundrum for big banks - how should you cater to their digital expectations?
Anthony Jaganathan
Senior Vice President, Head of Operations & Middle Office, Wealth Management
Emirates NBD
Senior Vice President, Head of Operations & Middle Office, Wealth Management
Emirates NBD
1.00pm
Lunch & Networking
1.45pm
Panel Discussion
The Insurance wake-up call – Are we willing and capable of developing better customer outcomes?
- How can we help clients and understand their needs? How does the product offering need to develop?
- What’s the opportunity for insurance companies to thrive as wealth management develops?
- Why don't more people buy life insurance and critical illness cover?
- What has to happen for the industry to dramatically increase and move forward?
- The business model for IFAs is obviously changing rapidly. How will we all deal with more transparency, fee disclosure and the changing economics of how you get paid?
- Who will have what licence?
- What do we need to do to make the market more professional?
- Competency assessment, training and development. Lipstick on a pig or a genuine effort?
- If you can ONLY sell on your platform licenced funds that have been approved by ESCA – what does that mean?
- If products have a different compensation structure – how will you make this transition and who won’t survive the pain?
- Will the type of products sold change? With increased focus on protection, critical illness, general insurance and employee benefits?
- You could argue RDR in the UK has been a disaster - few advisers left and the people who need advice don’t get it. So why are we doing this?
2.30pm
Presentation
- Key considerations for expats in the UAE
- Sharia’h law and will planning
- How to die nicely and neatly
2.40pm
Presentation
- Finding long-term value in the Indian Equity market
2.50pm
Panel Discussion
Buy side
- How can you develop your advisory proposition and the quality of the client engagement?
- How are your clients diversifying?
- Are you increasing thinking about model portfolios? Passive vs active? Guaranteed products?
- What products do you feel would be most valuable in this market in 2018?
- Nearly everyone had a good year in 2017 – what are your best and worst predications for 2018?
- How will fees and transparency evolve – and is that good for you?
- What’s your view on technology, margin pressure and regulatory reform?
- Multi asset, Income generation and liquid alternatives - Are these still the main themes?
- Distribution and licensing for banks and distributors - what’s best?
- Should we differentiate between a professional and a retail investor when it comes to product approvals?
- What's the way forward for how product manufacturers and fund selectors should partner with each other going forward?
- Developing more Shariah-compliant products – what are the challenges and opportunities?
Deepak Mehra
Head of Investments Treasury, Asset Management and Global Markets Department
Commercial Bank of Dubai
Head of Investments Treasury, Asset Management and Global Markets Department
Commercial Bank of Dubai
3.30pm
Presentation
- Trends in a global retirement space
- What can we learn from other markets?
3.40pm
Refreshment & Networking
4.00pm
Panel Discussion
Sell side
- What products do you have that you feel would be most valuable in this market in 2018?
- Nearly everyone had a good year in 2017 – what are your best and worst predications for 2018?
- How will fees and transparency evolve – and is that good for you?
- What’s your view on technology, margin pressure and regulatory reform?
- Multi asset, Income generation and liquid alternatives - Are these still the main themes?
- What's the way forward for how product manufacturers and fund selectors should partner with each other going forward?
- How are you engaging other markets in GCC and even wider – like India and Africa?
- Where is the big opportunity – international private banks, local banks, universal banks, insurance companies / platforms or family offices?
5.00pm
Forum Ends
Workshops
14.00pm
Workshop
Delivering wealth management via a digital platform
Swissquote Bank present their market-leading digital, global-trading and custody platforms for Independent Asset-Managers
14.50pm
Workshop
Using HNW Insurance solutions - such as high and low life cover Universal Life, HNW clients can:
- Achieve higher returns, with a guaranteed strong minimum returns, better than a bank account rate
- Secure leveraging and liquidity whenever they need within an insurance policy
- Use insurance solutions for retirement and annuity planning, and effectively avoid probate through proper estate planning