Top

Agenda at a glance

8.30am
Registration
8.45am
Welcome Address
8.50am
Keynote Presentation
Private Banking: A new point of view
9.00am
Panel Discussion
Private wealth management - a time of dramatic change
9.45am
Presentation
How to improve key touchpoints in Wealth Management through digitalisation
10.00am
Head - to - Head Q & A
Investment Migration: Trends and Developments for HNWIs
10.10am
Head - to - Head Q & A
Physical Gold – making a shiny and solid contribution to any portfolio
10.20am
Panel Discussion
Platforms and Technology - the future of private wealth and asset management?
11.00am
Presentation
Have you forgotten about your clients?
11.10am
Refreshment & Networking
11.35am
Presentation
Lessons learnt in fund selection over the last 20 years
11.45am
Presentation
IMTF’s Modular RegTech Platform – Building blocks to achieve regulatory compliance
11.55am
Presentation
Choosing the right investment product for the current market environment
12.05pm
Presentation
State of EM: unearthing hidden gems in China and ASEAN
12.15pm
Presentation
Scaling wealth management with digital automation
12.25pm
Presentation
Food for thought: CRS / AEOI – Practical experiences
12.35pm
Panel Discussion
The increasing importance of wealth solutions and planning
1.10pm
Lunch & Networking
1.50pm
Workshop
Global Citizens: Trends and Developments in Investment Migration
2.30pm
Workshop
How to improve key touchpoints in Wealth Management through digitalisation
3.10pm
Refreshment & Networking
3.30pm
Panel Discussion
Investing in more uncertain and challenging markets
4.15pm
Panel Discussion
Interesting and relevant Investment Solutions for YOUR clients
5.00pm
Forum Ends