Event Agenda
8.30am
Registration
8.50am
9.00am
Keynote Address
- Economic environment remains challenging and previous year insurance industry trends have further accelerated
- Regulations continue intensifying significantly across various locations
- Brokers forms part of the insurance value chain by adding new services
- Customer innovation advances in the new digital world of insurance
- Becoming a customer-led company is crucial for future success for Zurich and insurance companies in general
9.10am
Panel Discussion
Driving the wealth management proposition forward
- Enhancing the Wealth Management proposition 2.0. What is the new and improved proposition of WM 2.0 applied in 2018? Plans for 2019.
- How do you deal with the resistance to change within your organisation? How can you drive the right culture?
- How do you deploy your omni-channel to deliver exceptional client experience?
- UAE seems overbanked. What is your niche for meaningful opportunities?
- What are the developing regional opportunities you can service from Dubai?
- How do most firms deploy talent management for hiring, upskilling and retaining?
- Is hiring top performers sustainable? Focus on hiring/grooming young talent?
- We are seeing a focus on trusted advisor skill-building. Which specialist firms are you using for getting better RM qualifications?
9.50am
Presentation
- Global spend on Fintech shows no sign of slowing down
- It represents a disruptive threat to traditional insurance and banking models
- Front end Fintech is game-changing, but it is dependent on a back-office that can back up the high expectations it sets
10.00am
Presentation
- Advisers can gain time by using modern systems and solutions
- With more time they can provide an enhanced customer service
- With better customer service they will earn more, short and long term
10.10am
Presentation
- Mandating digital as part of your firm's DNA
- The digital revolution - its more than just front-office engagement
- Introducing firm-wide oversight at your fingertips - new tools for the C-suite
10.20am
Panel Discussion
TECH / DIGITAL = Faster, cheaper and better wealth management
- What’s the potential for non-banks and other start-ups to eat into existing market share of organisations built on a traditional business model supported by RMs and bricks and mortar wrapped around well-known brands that are perceived to be safe?
- Build it yourself or PLUG & PLAY?
- What digital trends are we seeing elsewhere?
- Platforms and processes – whats the role of digital?
- Which technology solution provider do I choose?
- What are the consequences of not doing enough or anything?
- What is the client experience supposed to look like?
- Have we seen any examples of tangible success in digital wealth management?
- How should banks decide what’s working? What KPIs should we use?
11.05am
Refreshment & Networking
11.30am
Presentation
- General overview of the real estate market in Cyprus
- The Cyprus CIP and the real estate exit strategy
- Citrine Estates
11.40am
Presentation
- Growth in the Funds & Asset Management Industry
- Proposals – Funds Passporting in the UAE
- Other regulatory initiatives in Funds and Asset Management
11.50am
Presentation
The emerging GCC regulatory landscape
- Is there a framework?
- Is cross-border business possible?
- Is using a single hub viable?
- What is the regulatory direction of travel?
12.00pm
Presentation
- What’s happening in the HNW Market?
- How HNW Brokers, Bankers, EAM can adapt to win in the new HNW Insurance Market
- What are the new Products and Trends in HNW Market
- Why should Bankers and Financial Advisers be interested in HNW Insurance
12.10pm
Presentation
- Regional structuring trends
- Considerations for wealthy individuals, families and businesses
12.20pm
Panel Discussion
What are the challenges that wealthy families face today?
- How do wealthy families try and engage the next generation around handling the wealth?
- Is privacy an interesting topic for this region today?
- What are the tax developments that affect wealthy clients in GCC today?
- How are the local tax frameworks developing?
- Does this force clients to think about reporting and consequences?
- What's the role of regional and international financial centres today?
- What's possible today that was not possible before? For example, new foundations law.
- How are reporting obligations - both globally and locally - developing and to what extent are they relevant to clients in GCC?
13.10pm
Lunch & Networking
13.50pm
Workshop
An in-depth look at:
- 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?
14.30pm
Workshop
Enhancing your impact to delight clients!
- Five habits of effective advisers
- Becoming a differentiated adviser; Continuous self enhancement
- How can sales managers upskill themselves?
- How do you engage clients in challenging markets?
- Where is the return now? Simple solutions to discuss with clients today
15.10pm
Refreshment & Networking
15.30pm
Panel Discussion
Developing the product and advisory proposition
- How are you upgrading your investment platform and processes?
- What are your biggest priorities for the years ahead?
- Is there a big disconnect between what a client needs and what they have in their portfolio today?
- Are clients overly concentrated on risky assets? Are they becoming more diversified?
- Is it likely that clients will be more interested in discretionary?
- Have portfolios performed well in recent years well by accident rather than by design?
- How do portfolios need to be restructured now?
- How will we move to a fee for service and deliver advice?
- How do we justify that fee?
- What are the services we are charging and what do clients get?
16.15pm
Panel Discussion
Product Manufacturers – Leaders Conversation
- Is there increasing interest in ESG?
- What's the outlook for emerging markets?
- MSCI will be including Saudi Arabia in emerging markets index at some point. How will that effect you?
- Is US market over heated? Are we heading to the next financial crisis in 2020?
- Is GCC warming to index and ETF products?
- 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 is the role of Gold in Islamic finance?
- How do you generate income today?
- What's the interest in;
- Alternatives
- Private equity
- Hedge funds
- Infrastructure
- Property
- Multi-asset portfolios
17.00pm
17.10pm
Forum End