We are delighted to host our annual Taiwan Wealth Management Forum.

Taiwan continues to present an enticing opportunity in wealth management for domestic and foreign players alike.

The agenda is designed to include presentations, workshops, case studies and panel discussions – to look at where the market is at today, the opportunities and challenges it faces, and where it needs to go to move it to the next level.

Its exclusively designed for CEOs, senior management, product gatekeepers and Relationship Managers – from the leading local Private Banks, Securities Firms. Asset Management Companies, Retail Banks, IFAs, Family Offices, Insurance Companies and Wealth Management Firms.

Nov 20

Taiwan Wealth Management Forum 2018

Grand Hyatt Taipei, Taiwan

Featured Partners
All Partners

A community of leading organisations within Asian Wealth Management

Featured speakers
All event speakers

Senior figures in Asian Wealth Management are speaking at this event

Richard Straus

EFG Bank

Tony Yiu

ERI

William Barkshire

FNZ

Irene Lee

Hawksford

Jennifer Lai

Henley & Partners

Laura Lui

Premia Partners

Martin Chen

Raffles Family Office

Kimmis Pun

VP Bank

Why you should attend Hubbis events

Connect

Connectivity across Private Banking, Independent Wealth Management, Retail Banking, Asset Management, Insurance, Technology, Professional Services and other communities.

Learn

Find out how the industry can develop further & lessons it can learn from elsewhere. Improve skills and knowledge through a practical, enjoyable and interactive learning experience.

Enjoy

Hubbis events are not only consistent, relevant, engaging and unique but also highly positive, and fun experiences.

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Grand Hyatt Taipei, Taiwan

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Event Agenda
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  • 8.40am

    Registration

  • 9.00am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 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?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Kimmis Pun

    Managing Director, Head of Private Banking, Singapore

    VP Bank

    Jennifer Lai

    Managing Partner, Head of North Asia

    Henley & Partners

    Richard Straus

    Senior Managing Director, Head of Private Banking - Hong Kong

    EFG Bank

    Martin Chen

    Executive Director

    Raffles Family Office

  • 9.50am

    Presentation - Current Wealth Management Trends

    Irene Lee

    Business Development Director, Intermediary and Partnership

    Hawksford

    • 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?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Tony Yiu

    Sales Director, Greater China Region

    ERI

    Thomas Tse

    Senior Sales, North Asia

    WeInvest

    William Barkshire

    Head of Strategy Greater China

    FNZ

  • 11.00am

    Presentation - Asia Megatrends: opportunities in ASEAN and technology-enabled innovators”

    Laura Lui

    Partner, Co-Chief Investment Officer

    Premia Partners

    • 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?

    Kimmis Pun

    Managing Director, Head of Private Banking, Singapore

    VP Bank

    • 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

    Tony Yiu

    Sales Director, Greater China Region

    ERI

    • Client centricity in Digital Wealth Management
    • Digitalization Advisory Model
    • Digitalization Benefits to Wealth Manager
  • 12.10pm

    Presentation - Leading Residence and Citizenship-By-Investment Programmes

    Ian Miao

    Manager

    Henley & Partners

    • 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?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Kimmis Pun

    Managing Director, Head of Private Banking, Singapore

    VP Bank

    Irene Lee

    Business Development Director, Intermediary and Partnership

    Hawksford

    Martin Chen

    Executive Director

    Raffles Family Office

  • 1.20pm

    Forum Ends

Nov 20

Taiwan Wealth Management Forum 2018

Grand Hyatt Taipei,Taiwan

Speakers

Richard Straus

EFG Bank

Tony Yiu

ERI

William Barkshire

FNZ

Irene Lee

Hawksford

Jennifer Lai

Henley & Partners

Laura Lui

Premia Partners

Martin Chen

Raffles Family Office

Kimmis Pun

VP Bank

Thomas Tse

WeInvest

Nov 20

Taiwan Wealth Management Forum 2018

Grand Hyatt Taipei,Taiwan

Partners

platinum

gold

silver

bronze

Nov 20

Taiwan Wealth Management Forum 2018

Grand Hyatt Taipei,Taiwan

Chinese

 

2018臺灣財富管理論壇

日期 – 2018年11月20日 星期二

 

8 : 40

報導

 

9 : 00

歡迎致辭

Michael Stanhope

首席執行官兼創始人

Hubbis

 

9 : 05

小組討論

臺灣的財富管理業務將會如何發展?

  • 在岸財富管理市場中,不同的商業模式將會帶來怎樣的轉變?
  • 持續增長點將源於何處?其中的優先重點又都有哪些?您將如何計畫擴展自身業務?
  • 為高資產客戶提供了哪些產品與服務?這些產品與服務的推出進展如何?
  • 財富管理、證券公司、保險機構、銀行機構等不同的參與者如何實現競爭與互補?
  • 我們察覺到了哪些客戶行為與期望上的變化?
  • 與之相比,區域財富管理將會朝哪個方向發展?
  • 我們要如何才能發現正確的人才,並做出培養?
  • 我們在投資移民計畫中察覺到了哪些趨勢?
  • 非銀及其他初創公司有可能會蠶食以傳統商業模式為基礎的現有市場份額嗎?
  • 科技與數位化時代,哪些才是優先事項?
  • 是否已經看到了數位化財富管理取得成功的案例?

主持人

Michael Stanhope

首席執行官兼創始人

Hubbis

 

小組成員

Kimmis Pun

常務董事,私人銀行業務主管,新加坡

VP Bank

 

Jennifer Lai

管理合夥人 – 北亞地區負責人

恒理環球顧問事務所

Henley & Partners

 

Richard Straus

高級常務董事,私人銀行業務主管

瑞士盈豐銀行

EFG Bank

 

Martin Chen

執行董事

萬方家族辦公室

Raffles Family Office

 

9 : 50

演講

當前財富管理趨勢

 

Irene Lee

業務發展總監,仲介與合作夥伴

衡力斯

Hawksford

  • 亞洲總體概述;GDP與增長
  • 新加坡和中國香港作為財富管理中心的新聞
  • 通用報告標準(CRS)和稅務部門金融帳戶資訊自動交互(AEOI)的簡要新聞
  • 稅務合規地產規劃工具

 

10 : 20

小組討論

科技與數位化 = 更快速、更低廉、更優質的財富管理?

  • 非銀及其他初創公司有可能會蠶食以傳統商業模式為基礎的現有市場份額嗎?
  • 科技與數位化時代,哪些才是優先事項?
  • 我們在別處還看到了哪些數位化的發展趨勢?
  • 平臺與流程——數位化扮演了什麼角色?
  • 客戶體驗應該是怎樣的?它又是如何演變的?
  • 是否已經看到了數位化財富管理取得成功的案例?
  • 銀行應該如何辨別它有效與否?我們應該參考並留意哪些關鍵績效指標(KPI)?

 

主持人

Michael Stanhope

首席執行官兼創始人

Hubbis

 

小組成員

William Barkshire

高級顧問

FNZ

 

Anthony J. Harper

首席執行官兼聯合創始人

Axial Partners

 

Tony Yiu

大中華地區銷售總監

ERI Banking Software

 

Thomas Tse

亞太地區銷售總監

Finantix

 

11 : 00

交流會

亚洲大趋势:东盟和技术创新者的机遇

Laura Lui

合伙人兼联席首席投资官

Premia Partners

  • 随着亚洲经济和技术发展的不断发展,中国/印度的广泛战略是否仍足够智能化以应对增长?
  • 消费者升级和数字化转型等普遍存在的大趋势正在整个亚洲地区发生 - 如何在确定获奖者时克服GICS分类的局限性?
  • 正如泰国和越南等新兴亚洲经济体正处于指数​​式增长之路,正如中国过去十年所经历的那样 - 如何有效地抓住这些机遇?

 

11 : 10

茶點休息

 

11 : 35

交流會

託管帳戶在亞洲

Anthony J. Harper

首席執行官兼創始人

Axial Partners

託管帳戶是全球財富管理市場中規模最為龐大,也是增長最為迅速的部分之一,其單在美國市場就有著超過5萬億的資產。託管帳戶在亞洲也日益成為財富管理機構訪問第三方資產管理公司的重要工具,為其投資組合全權委託客戶帶來了定制化、全透明的解決方案。

  • 什麼是託管帳戶?
  • 它如何工作?
  • 運用託管帳戶為客戶帶來回報
  • 如今,為什麼託管帳戶與亞洲有了關聯?
  • Axial Partners是誰?

 

12 : 00

演講

數位化在財富管理中所獲得的競爭優勢

Tony Yiu

大中華地區銷售總監

ERI Banking

  • 以客戶為中心的數位財富管理
  • 數位化諮詢模式
  • 數位化演變給財富經理帶來的優勢

 

12 : 10

交流會

領先的投資移民計畫

Jennifer Lai

管理合夥人 – 北亞地區負責人

恒理環球顧問事務所

Henley & Partners

  • 移民計畫概述
  • 馬爾他和賽普勒斯歐洲身份投資移民
  • EB-5不是移民美國的最終解決方案
  • 獨家移民計畫在亞洲

 

12 : 40

小組討論

幫助高淨值家庭完成遺產和繼承計畫

  • 高淨值臺灣家庭都有哪些需求?
  • 他們如何規劃遺產及繼承?
  • 您在溝通時遇到客戶家庭敏感問題會怎樣處理?
  • 新的稅收與發展?
  • 保險在這種組合中扮演了什麼角色?
  • 高淨值人士在資產保護和轉移方面都有哪些實際考量因素?
  • 這些需求將會如何演變和發展?您如何説明客戶去瞭解這些需求?
  • 我們在慈善行業中看到了哪些趨勢?
  • 高淨值客戶如何構建其非投資類資產?
  • 客戶們真的瞭解自身的需求嗎?
  • 國際金融中心在今天又扮演了哪些角色?

主持人

Michael Stanhope

首席執行官兼創始人

Hubbis  

 

小組成員

Kimmis Pun

常務董事,私人銀行業務主管,新加坡

VP Bank

 

Irene Lee

業務發展總監,仲介與合作夥伴

Hawksford

 

13 : 20

論壇結束

Nov 20

Taiwan Wealth Management Forum 2018

Grand Hyatt Taipei,Taiwan