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Full Agenda

8.30am
Registration
8.45am
Welcome Address
Michael Stanhope
Chief Executive Officer
Hubbis
8.50am
Keynote Presentation
Private Banking: A new point of view
Evrard Bordier
CEO and Managing Partner
Bordier & Cie
  • Building a private bank: 3 strategic questions
  • Pillars of building a private bank
  • The partnership approach
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?
  • 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?
  • 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?
  • Offshore / onshore. Where is the long-term opportunity?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members

Simon Lints
Chief Executive Officer - Singapore
Schroders Wealth Management
Silvio Struebi
Partner
Simon-Kucher & Partners
Evrard Bordier
CEO and Managing Partner
Bordier & Cie
Dr. Jon Wongswan
Head of Investment Solutions - Wealth Management
Phatra Securities
9.45am
Presentation
How to improve key touchpoints in Wealth Management through digitalisation
Krzysztof Maurer
Managing Director
Comarch
  • Clients are changing and thoughtful digitalisation is more important than ever
  • Improving customer experience is not sufficient enough to stand out on the market
  • Employee experience is as important for your business to grow
10.00am
Head - to - Head Q & A
Investment Migration: Trends and Developments for HNWIs
Dominic Volek
Managing Partner, Head Southeast Asia
Henley & Partners
  • 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?
10.10am
Head - to - Head Q & A
Physical Gold – making a shiny and solid contribution to any portfolio
Nicolas Mathier
Managing Partner
Global Precious Metals
  • Why should you buy physical Gold?
  • How should you buy it? Or not buy it?
  • Where should you store it?
10.20am
Panel discussion
Platforms and Technology - the future of private wealth and asset management?
  • The rise of Wealth tech in Asia – what’s 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?
  • Transparency, Margins, Costs and Fees – what’s changing?
  • How must we tweak the investment engine? Can it be automated? How can we improve efficiency?
  • How do we deliver ‘funds’ and investment products to our clients efficiently?
  • What does the word ‘platform’ mean to you?
  • How can you help wealth and asset managers with their fund selection, diversification and asset allocation?
  • What’s the role of technology and AI?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members

Trawut Luangsomboon
Chief Executive Officer
Jitta
Nicolas Huras
Head of Sales and Relationship Management, APAC - UBS Fondcenter
UBS Asset Management
Damian Hitchen
Chief Executive Officer, Middle East & Asia
Swissquote
Namit Khanna
Sales Director - SEA & India
Finantix
Kelvin Lim
Head of Business Development, Asia
IRESS
Marie-Pascale Bonhomme
Head of Partnerships Development, Asia
Amundi Asset Management
Steffen Ahlers
Chief Executive Officer
MFEX Mutual Funds Exchange AB
11.00am
Presentation
Have you forgotten about your clients?
Dominic Gamble
Head of Asia Pacific
Wealth Dynamix
  • Digital transformation has left your client service behind. No longer!
  • It all starts with data. How are you storing yours?
  • The future is tailored. Empower your sales force to provide bespoke solutions
11.10am
Refreshment & Networking
11.35am
Presentation
Lessons learnt in fund selection over the last 20 years
Tuck Meng Yee
Head of Investment Solutions Asia
Allfunds
  • Funds development over time
  • Markets change over time
  • How fund selection is generally done
  • When to use a database
  • What really matters
11.45am
Presentation
IMTF’s Modular RegTech Platform – Building blocks to achieve regulatory compliance
Jordan Lo
Senior Project Manager
IMTF
  • 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
Choosing the right investment product for the current market environment
Marc Waldhof
Sales Investment Solutions
Leonteq Securities
  • What is popular with investors at the moment?
  • How investment products can complement your clients´ portfolios
  • Keeping the flexibility
12.05pm
Presentation
State of EM: unearthing hidden gems in China and ASEAN
Aleksey Mironenko
Partner & Chief Distribution Officer
Premia Partners
  • Who are we and why do we focus on simplifying beta choices in Asia
  • A review of opportunities in China new economy and ASEAN stocks, as well as implementation options
  • Introducing a better way to access Asian frontier and global EM markets
12.15pm
Presentation
Scaling wealth management with digital automation
Shadab Taiyabi
Senior Executive, Strategic Partnership
Quantifeed
  • Scaling to thousands of customers with rising wealth is exciting and challenging
  • The threat of failing to do so is immense
  • The answer is automation and a local market perspective
12.25pm
Presentation
Food for thought: CRS / AEOI – Practical experiences
Ivan Pelle
Executive Director - International Taxation
RGN
  • 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?
12.35pm
Panel discussion
The increasing importance of wealth solutions and planning
  • What challenges do Thai families have and how is that changing?
  • Are we ready for the intergenerational wealth transfer?
  • 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?
  • How are the insurance products and solutions offered by Insurance companies developing?
  • What is the value proposition of insurance for wealth management industry?
  • Any other emerging opportunities in wealth management?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members

Premrudee Parinayok
Assistant Vice President, Wealth Management
Phatra Wealth Management
Darren Thomson
Chief Strategic Bancassurance Officer
AIA
Samdarshi Sumit
Chief Retail Officer, Retail Business
Generali
Irene Lee
Business Development Director, Intermediary and Partnership
Hawksford
Edmund Lim
Executive Director - Wealth Management
Swiss-Asia Financial Services
Jeroen Simons
Director, High Net Worth Business Development
Sun Life Financial
Sebastien Hayoz
Managing Director
Asiaciti Trust
13.10pm
Lunch
13.50pm
Workshop
Global Citizens: Trends and Developments in Investment Migration
  • Introduction to the Investment Migration Industry
  • Citizenship-by-Investment: Travel and Settlement Freedom for HNWIs
  • The world’s leading Residence-by-Investment Programs
Dominic Volek
Managing Partner, Head Southeast Asia
Henley & Partners
14.30pm
Workshop
How to improve key touchpoints in Wealth Management through digitalisation
  • Mobile experience for clients of tomorrow – high tech & high touch
  • Driving advisors’ productivity through tasks optimization
  • Practical examples of touchpoints improvements
Parida Leelaniramol
Business Development Manager
Comarch
Grzegorz Prosowicz
Consulting Director
Comarch
15.10pm
Refreshment & Networking
15.30pm
Panel discussion
Investing in more uncertain and challenging markets
  • How are we becoming more international in our investment thinking?
  • Regulation and compliance – what developments?
  • Challenges and Opportunities for Unit linked insurance in Thailand
  • How are you thinking about fund selection and portfolio construction?
  • Open architecture – myth or reality?
  • How is distribution of funds changing? How is digital affecting this?
  • 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?
  • What is interesting in the fixed income and credit universe today?
  • Is Thailand warming to index and ETF products?
  • What’s the interest of private clients today in;
    • ESG
    • Alternatives
    • Private equity
    • Infrastructure
    • Property

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members

Yingyong Chiaravutthi
Head of Investments
Prudential Life Assurance
Benjarong Techamuanvivit
First Senior Vice President, Strategic Planning Division
Kasikorn Asset Management
Cholathee Pornrojnangkool
Senior Vice President, Micro Segment Management - Consumer Banking
Bangkok Bank
16.15pm
Panel discussion
Interesting and relevant Investment Solutions for YOUR clients
  • Can investors look to make money via a multi asset strategy as volatility / market uncertainty increases?
  • Are there any thematic / more secular equity ideas that are poised to do well? Like the environment and climate change?
  • Is GOLD an interesting asset class today? What’s its role in a client portfolio?
  • What’s the difference between physical and paper gold?
  • What cash / money market alternatives exist today?
  • Are HNW clients increasing their engagement of ETFs and Passive funds?
  • Whats the outlook for China in 2019? Good time to invest? What sectors are best?
  • What is interesting in the fixed income and credit universe today?
  • How do you think Asian equity market performance will be in 2019?
  • What’s your view on global equity markets?
  • What are some of the interesting opportunities in Structured Products today?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members

Carmen Cheung
Head of ETF & Index Team
Samsung Asset Management
Tony Wong
Head of Wealth Solutions, Sales & Product Strategy
CSOP Asset Management
Mehak Dua
Business Development
GMO
Frank Benzimra
Head of Asia Equity Strategy, Global Asset Allocation
Societe Generale
Christophe Numa
Director
Bunker Gold & Silver
17.00pm
Forum End