Event Agenda
8.40am
Registration
8.50am
8.55am
9.00am
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?
- How has AML changed the Onboarding Process in the Philippines?
- 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?
- The opportunities to collaborate and partner with international firms?
- 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?
9.45am
Presentation
- Redefining wealth management for 2019 and beyond
- Future Proofing your Business with a Truly Digital Platform
9.55am
Head - to - Head Q & A
- 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?
- How can H&P help your HNWI clients?
- What are the pitfalls that HNWIs should be aware concerning investment migration?
10.05am
Presentation
- Building a private bank: 3 strategic questions
- Pillars of building a private bank
- The partnership approach
10.15am
Presentation
- Cyprus Investment Program
- Benefits of Cyprus when structuring your wealth
- Cyprus investment opportunities
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?
11.10am
Refreshment & Networking
11.35am
Presentation
- 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
- Forward-looking technologies to tackle business challenges (Client Onboarding, Name Screening, AML / Fraud)
- Building on a strong case management foundation to achieve cohesive business operations benefits
- Enabling and ensuring end-to-end leading client and user experience
11.55am
Presentation
- Hassle free on-boarding
- Touching Untapped markets
- Quick and Easy
- Digital Wealth Management
12.05pm
Presentation
- Why gold? Why now?
- Trends in physical gold
- Use cases
12.15pm
Presentation
Outlook for Emerging market equities
- Implications of recent changes in global growth forecasts
- What are monetary indicators (yield curve etc) telling us
- Role of China in the global growth story
- Outlook for China and Asian emerging growth and equity markets
12.25pm
Presentation
The HNW Insurance Market has Changed – Here’s how you win
- 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
12.35pm
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?
- How will The TRAIN law affect wealth transfer by Filipinos in the Philippines?
- 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?
1.15pm
Lunch & Networking
1.50pm
Room A – Workshop
- Introduction to the Investment Migration Industry
- Citizenship-by-Investment: Travel and Settlement Freedom for HNWIs
- The world’s leading Residence-by-Investment Programs
1.50pm
Room B – Workshop
Enhancing your impact to delight clients!
- Five habits of effective advisers
- Sales manager as effective leaders and coaches.
- How do you engage clients in challenging markets?
- Where is the return now?
- Simple solutions to discuss with clients today
2.30pm
Room A – Workshop
- Gold, what is it all about?
- Gold and its role in an investment portfolio
- Physical gold Vs. “Paper gold” and ETFs
- How to buy gold and other precious metals?
- How to store and how to insure your holdings?
- Know your gold bar - inspecting real gold bars and coins
2.30pm
Room B – Workshop
- Empowered, Digital Financial Advisory
- Digital journeys for Advisors and Clients
- A Digital Core Wealth Management engine for mid and back office operations
3.10pm
Refreshment & Networking
3.30pm
Panel Discussion
Investing in more uncertain and challenging markets
- Are we becoming more international in our investment thinking?
- Regulation and compliance – what developments?
- Impact of the new Tax Law on Investment Funds?
- 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?
- Whats the outlook for emerging markets?
- What is interesting in the fixed income and credit universe today?
- Is the Philippines warming to index and ETF products?
Dr. Robert Ramos
Senior Vice-President, EastWest Bank Trust Officer and Chief Investment Officer
EastWest Bank
Senior Vice-President, EastWest Bank Trust Officer and Chief Investment Officer
EastWest Bank
4.15pm
Presentation
- Leveraging AI In Your Business
- The Human Skills That Might Help Keep You Relevant
- What's Your Strategy & Plan?
4.25pm
4.30pm
Forum Ends