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Full Agenda

8.40am
Registration
9.00am
Welcome Address
Michael Stanhope
Chief Executive Officer
Hubbis
9.05am
Panel discussion
Private wealth management - a time of dramatic change
  • What can you do to improve the value proposition in wealth management?
  • What does the current revenue mix of wealth managers in Asia look like? How is it changing?
  • What changes are we seeing in client expectations and behaviour?
  • Where will the continued growth come from and what are your priorities?
  • How do clients want to be serviced today?
  • How can you get the right people and proposition in front of the right clients?
  • How important is digital today?
  • What are the main investment themes and the products that resonate with clients today?
  • What’s the future of Discretionary and Advisory Portfolio Management in Asia?
  • Offshore / onshore. Where is the long-term opportunity?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Maria Paz A. Garcia
Chief Risk & Compliance Officer, Risk Management & Compliance
BPI Asset Management & Trust
Albert S. Yeo
President
BDO Private Bank
Robin Heng
Global Market Head - Philippines, Australia, Indonesia and Thailand
Bank of Singapore
Valerie Pama
President
Sun Life Asset Management
Simon Lints
Chief Executive Officer - Singapore
Schroders Wealth Management
Christian Senn
Managing Director, Market Group Philippines Market
Credit Suisse Private Banking
Philipp Piaz
Partner
Finaport
9.55am
Head - to - Head Q & A
Investment Migration: Trends and Developments for HNWIs
Dominic Volek
Managing Partner, Head Southeast Asia
Henley & Partners
  • Why is the Investment Migration industry booming?
  • Why does H&P attend the Hubbis events?
  • Where do our clients come from?
  • Why do PBs/IAMs etc work with us?
10.10am
Presentation
Private Banking: A new point of view
Evrard Bordier
CEO and Managing Partner
Bordier & Cie
  • Building a private bank: 3 strategic questions
  • Pillars of building a private bank
  • The partnership approach
10.25am
Panel discussion
Platforms and Technology - the future of private wealth management?
  • The rise of Wealth tech in Asia – whats working and not working?
  • Are banks going in the right direction in their digital journey?
  • How can they implement a digital transformation strategy?
  • What digital expectations do clients have?
  • Has the investment in ‘digital’ justified the cost? What has worked elsewhere?
  • The chicken and egg? Can you sustain the digital strategy for the bank?
  • Transparency, Margins, Costs and Fees – what’s changing?
  • How must we tweak the investment engine? Can it be automated? Should it be more passive?
  • How do we deliver ‘funds’ and investment products to our clients efficiently?
  • What does the word ‘platform’ mean to you?
  • Connecting customer data to market data – what does this mean?
  • What’s the role of technology and AI?
  • Are FinTech’s and Tech Giants threatening our business model yet?
  • What disruptors have we seen? Have any been successful?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Anthony Thomas
Chief Executive Officer
Mynt
Edison Tsai
Partner & Executive Director
SeedIn Technology
Damian Hitchen
Chief Executive Officer, Middle East & Asia
Swissquote
Silvio Struebi
Partner
Simon-Kucher & Partners
Adrian Williamson
Director - Asia
ERI Banking Software
11.10am
Refreshment & Networking
11.35am
Presentation
Food for thought: CRS Common Reporting Standard / AEOI Automatic Exchange of Information – Practical experiences
Ivan Pelle
Executive Director - International Taxation
RGN
  • CRS Common Reporting Standard – Developments - Participating vs Permanent Non-Reciprocal Jurisdiction
  • AEOI Automatic Exchange of Information - Transparency & Tax Planning – Territorial vs WWI taxation
  • Citizenship or residency by investment program – Todays complexities, the future? Solutions?
11.45am
Presentation
Next Generation Identity Matching: Reduce Regulatory and Operational Risk!
Andreas Wenger
General Manager, Asia Pacific
IMTF
  • How it supports all regulatory challenges
  • Challenges of multi languages
  • Support of Machine Learning
  • Use cases
11.55am
Presentation
Joshua Rotbart
Managing Partner
J. Rotbart & Co.
12.05pm
Presentation
12.15pm
Presentation
12.25pm
Panel discussion
The increasing importance of wealth solutions and planning
  • What challenges do wealthy families have and how is that changing?
  • Are we ready for the intergenerational wealth transfer?
  • What are the effects of transparency on the conversation with clients?
  • How can we make the most of the opportunity that Wealth Planning and Structuring represents to us?
  • Any other emerging opportunities in wealth management?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Stella Cabalatungan
Executive Vice President, Head of Private Bank - Relationship Management
BDO Private Bank
Angel Marie L. Pacis
Founder and President
KnowledgeLinks Wealth Solutions
Irene Lee
Business Development Director, Intermediary and Partnership
Hawksford
Ivan Pelle
Executive Director - International Taxation
RGN
13.05pm
Lunch
13.50pm
Room A – Workshop
Investment Migration: Trends and Developments for HNWIs
  • Introduction to the Investment Migration Industry
  • Citizenship-by-Investment: Travel and Settlement Freedom for HNWIs
  • The world’s leading Residence-by-Investment Programs
Scott Moore, IMCM
Country Head Philippines
Henley & Partners
13.50pm
Room B – Workshop
J. Rotbart & Co.
13.50pm
Room B – Workshop
Are You Future-proofing Yourself?
  • Leveraging AI In Your Business
  • The Human Skills That Might Help Keep You Relevant
  • What's Your Strategy & Plan?
David MacDonald
Head of Learning Solutions
Hubbis
14.30pm
Room A – Workshop
15.10pm
Panel discussion
Investing in more uncertain and challenging markets
  • Are we becoming more international in our investment thinking?
  • Regulation and compliance – what developments?
  • Challenges and Opportunities for Unit linked insurance in the Philippines?
  • How are you thinking about fund selection and portfolio construction?
  • How has the Investment environment changed in Asia from 2017 to 2019?
  • Managing and understanding risk — how do you estimate risk, and how does it impact your investment process?
  • How do you think Asian equity market performance will be in 2019?
  • What is interesting in the fixed income and credit universe today?
  • Is the Philippines warming to index and ETF products?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Dr. Robert B. Ramos CFA, CAIA, CIPM
Senior Vice President, Trust Officer and Chief Investment Officer
EastWest Bank
Roberto Vergara
First Vice President & Head of Trust
Philippine Veterans Bank
Michael Gerard D. Enriquez
Chief Investment Officer
Sun Life Financial
16.15pm
Panel discussion
Interesting and relevant Investment Solutions for YOUR clients
  • Is GOLD an interesting asset class today? What’s its role in a client portfolio?
  • What’s the difference between physical and paper gold?
  • How do you generate income today?
  • What cash / money market alternatives exist today?
  • Are HNW clients increasing their engagement of ETFs and Passive funds?
  • Whats the outlook for China in 2019? Good time to invest? What sectors are best?
  • What is interesting in the fixed income and credit universe today?
  • How do you think Asian equity market performance will be in 2019?
  • How can you managing risk in Asian equities to improve investment performance?
  • What’s your view on global equity markets?
  • How do you think real assets benefit a broader diversified portfolio?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

17.00pm
Forum End