Event Agenda
8.40am
Registration
9.00am
9.05am
Panel Discussion
How is the wealth management offering in Taiwan developing?
- How are the different business models evolving in the onshore wealth management market?
- Where will the continued growth come from and what are the priorities? How do you scale your business?
- What products and services are offered to wealthy clients and how is this developing?
- How do the different players – wealth management, securities firms, insurance and banks compete or complement each other?
- What changes are we seeing in client expectations and behaviour?
- How is regional wealth management developing in comparison?
- How can we find the right talent? And grow it?
- What are some of the trends we are seeing in Residence and Citizenship-By-Investment Programmes?
- 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?
- What are the priorities when it comes to digital and technology?
- Have we seen any examples of tangible success in digital wealth management?
9.50am
Presentation
Current Wealth Management Trends
- Overview - Asia in General; GDP and Growth
- Updates on Singapore and Hong Kong as Wealth Management Centres
- Brief Updates on CRS and AEOI
- Tax Compliant Estate Planning Tools
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?
- What are the priorities when it comes to digital and technology?
- What digital trends are we seeing elsewhere?
- Platforms and processes – whats the role of digital?
- What is the client experience supposed to look like? How is it evolving?
- Have we seen any examples of tangible success in digital wealth management?
- How should banks decide what’s working? What KPIs should we use?
11.00am
Presentation
Asia Megatrends: opportunities in ASEAN and technology-enabled innovators”
- With evolving economic and technological development in Asia, is a broad-based China/India strategy still smart enough to capture the growth?
- Prevalent megatrends such as consumer upgrade and digital transformation are happening across the entire Asia region – how to overcome the limitation of GICS classification as we identify the winners?
- As emerging Asian economies such as Thailand and Vietnam are on course for an exponential growth just like what China experienced in the last decade – how to effectively capture such opportunities?
11.10am
Refreshment & Networking
11.35am
Presentation
Private Banking into the Future: What’s the latest trend of private banking in Asia?
- What are the some of the trends we are seeing today in Asian Private Banking?
- How are the needs of wealthy clients in Asia changing?
- What are the challenges that the industry faces today?
- How will the investment offerings change in the next few years?
12.00pm
Presentation
Digitalization to Gain Competitive Advantage in Wealth Management
- Client centricity in Digital Wealth Management
- Digitalization Advisory Model
- Digitalization Benefits to Wealth Manager
12.10pm
Presentation
Leading Residence and Citizenship-By-Investment Programmes
- Overview of Immigration programmes
- European Citizenship-by-Investment in Malta and Cyprus
- EB-5 is not the last solution to the US
- The exclusive residence programmes in Asia
12.40pm
Panel Discussion
Helping wealthy families with their legacy and succession planning
- What are the needs of wealthy Taiwanese Families?
- How are they dealing with legacy and succession planning?
- How do you have a conversation with clients around sensitive family issues?
- New tax developments? • What’s the role of insurance in this mix?
- What are the practical considerations for HNW clients in wealth protection and transfer?
- How are these needs developing? And how can you help clients understand these needs?
- What trends are we seeing in Philanthropy?
- How do wealthy clients structure their non-investment assets?
- Do clients really understand the needs they have? • Whats the role today of international financial centres?
1.20pm
Forum Ends