We were delighted to host our 4th annual technology-focused event in Hong Kong – where 200 senior industry practitioners discussed and debated the real disruptive potential of mobile, digital, social and cloud technologies within Asian wealth management.
Thank you to everyone who attended, and our sponsors, especially our Platinum sponsor, Thomson Reuters.
Redefining the Digital Evolution in Wealth Management
Island Shangri-La Hotel, Hong Kong, Hong Kong
A community of leading organisations within Asian Wealth Management
Senior figures in Asian Wealth Management are speaking at this event
Mathias Helleu
8 Securities
Seamus Donoghue
Allocated Bullion Solutions
Philippe El Asmar
Amareos
Clive Smith
Assentis
Luke Waddington
BNP Paribas
Daniel Chia
Call Levels
Mark Munoz
Contineo
Robert Rooks
Deloitte
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INDEPENDENT WEALTH MANAGEMENT FORUM - Singapore 2024
Island Shangri-La Hotel, Hong Kong, Hong Kong
Hubbis was delighted to host the 2024 Independent Wealth Management Forum in Singapor...
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8.40am
Registration
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9.00am
Welcome Address
Camilla de VilliersGlobal Head, Digital Solutions, Regional Head, Wealth Management, EMEA & Asia
Lionbridge
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9.10am
Panel Discussion
How you can make digital matter
- Everyone is 'going digital,' but just what does that mean?
- Are you making the most of the technologies and channels which exist?
- How do you need to change the way you think about the business?
- What challenges do firms face when they extend an adviser-based business model with digital capabilities?
- Is the investment and time really worth it?
- What impact will the growth of the fintech industry have on traditional wealth managers?
- Digital is not just a client-facing opportunity – how can firms use analytics and big data to gain a competitive edge?
- Who will be the winners and losers in 5 to 10 years’ time?
Chair
Speakers
Terence TamExecutive Director, Head of Wealth Management Technology, Asia ex-Japan, Global Information Technology Division
Nomura
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9.55am
Presentation - Crowd investment
- What’s happening in this space?
- Opportunities and challenges
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10.15am
Presentation - Creating a new investment experience
- Redefining the origination and distribution of investment products in Asia through automation
- New partnership mode
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10.35am
Refreshment & Networking
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11.05am
Panel Discussion
The fintech phenomenon – does it have any real substance?
- Are mobile, digital and social media trends reshaping wealth management to any significant extent yet?
- Do fintechs have the potential to ever challenge for real market share?
- Where is the biggest scope for disruption?
- What is the role for fintechs in wealth management of tomorrow?
- What’s the likely influence of robo-advisers in 10 years’ time?
- Rather than competing head-on – are there any immediate opportunities for disruptive technologies to provide private and retail banks a way to extend their value proposition?
Chair
Speakers
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11.55am
Presentation - Precious metals - waiting for the technology revolution
- Why can’t you trade physical gold on your current client platform?
- Physical vs paper - key differences
- Is the market broken: is telephone-based trading the future?
- Electronic trading and post trade - what we can learn from other asset classes?
- Key considerations for private banks trading gold
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12.15pm
Panel Discussion
Creating a culture of innovation
- Do banks and other incumbents in wealth management have the people, culture and mind-set needed to adapt and thrive against the digital players likely to enter this space?
- What’s the secret to being able to continually reinvent your business?
- How do the more forward-thinking firms doing to achieve this?
- How does cultural innovation relate to people, teams and risk-taking in terms of new thinking and decision-making?
- How can banks and other traditional financial services / wealth management institutions achieve this – especially since they have to move quickly in today’s competitive landscape?
Chair
Speakers
Paul MaisHead of Business Process and Prioritisation, Retail Banking and Wealth Management Asia Pacific
HSBC Bank
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1.00pm
Lunch & Networking
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1.50pm
Panel Discussion
Driving the digital revolution in insurance
- How are emerging digital and other technologies reshaping the way insurance companies connect with customers?
- What does it take to leverage technology to drive customer acquisition and retention across multiple distribution channels?
- How can insurance companies create a competitive advantage through investment in technology and data-driven insights about customers?
- How can the customer experience be improved?
- How can social media facilitate personalised customer engagement? To what extent can you reach new markets using social channels?
Chair
Speakers
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2.25pm
Refreshment & Networking
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2.35pm
Presentation - How to cope with complex interactions between content, case-workers and business resulting from going digital
- Going digital is migrating back-end activities to the front
- Coping / automating challenges from Compliance-, Tax-, Cross-Border- and Suitability-requirements
- Each case requires unique handling!
- Reducing time & complexity with IMTF’s case management framework & content
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3.25pm
Panel Discussion
How to keep up with the advisory and platform revolution
- What is having the biggest impact on the role and delivery of investment products and advice in wealth management?
- There are many platforms from many vendors – how can firms coordinate these platforms and information / data?
- Can asset managers compete with robo-advisers in a more rational and regulated world in relation to fees and performance expectations?
- What is needed to enhance relevance and context – and control – for client portfolios?
- Where will the next mobile wave of investment product come from?
Chair
Speakers
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4.05pm
Panel Discussion
Innovation: where next for technology in wealth management?
- What tools or services will wealth managers of tomorrow need stay ahead?
- How can banks and other wealth management players better service client obsessions with smartphones and tablets?
- Design or functionality – which is more important? What will be the challenges in implementing new solutions?
- The client experience of the future: how can you more actively involve the clients along the entire advisory process through the way they use online and mobile channels?
- What does the next generation want from their wealth management experience? To drive the tools and services of tomorrow?
- Where’s the balance between self-service banking and traditional wealth management?
Chair
Speakers
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4.45pm
Forum Ends
Redefining the Digital Evolution in Wealth Management
Island Shangri-La Hotel, Hong Kong,Hong Kong
Mathias Helleu
8 Securities
Seamus Donoghue
Allocated Bullion Solutions
Philippe El Asmar
Amareos
Clive Smith
Assentis
Luke Waddington
BNP Paribas
Daniel Chia
Call Levels
Mark Munoz
Contineo
Robert Rooks
Deloitte
Aaron Perryman
EY
Mark Wales
Galileo Platforms
Paul Mais
HSBC Bank
Mark Buesser
IMTF
Harry Krkalo
Leonteq
Camilla de Villiers
Lionbridge
Juwan Lee
NexChange
Terence Tam
Nomura
Alex Ypsilanti
Quantifeed
Valerie Bruce
Quilter International
Julian Webb
SS&C GlobeOp
Marko Milek
State Street
Sameer Chishty
Streeton Partners
Renu Bhatia
Super Charger
Marco Kamerling
Synpulse
Robert Agnew
Thomson Reuters
Peter Rutherford
UBS
Panos Archondakis
UBS Global Wealth Management
Stanley Yu
UBS Global Wealth Management
Ben Worthington
Zurich Life Insurance
Dominic Gamble
findaWEALTHMANAGER.com
Redefining the Digital Evolution in Wealth Management
Island Shangri-La Hotel, Hong Kong,Hong Kong
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Redefining the Digital Evolution in Wealth Management
Island Shangri-La Hotel, Hong Kong,Hong Kong