As we all continue to endure the ebbs and flows of the Covid-19 pandemic, the vital role that technology and digital transformation have to play in the financial services industry has become ever more visible, and indeed more widely accepted, and nowhere more so than in the curation of digitally-enhanced relevant, personalised portfolio assembly and investment advice.

The Hubbis Digital Dialogue of April 22 will mine down the digital shafts of Asia’s wealth management markets to see how effective digital solutions have been in helping client-facing bankers and advisors assemble the right products and solutions and keep client’s portfolios and make sure their awareness of markets, opportunities and events is more comprehensive and up-to-date than ever before.

The private banks and independent wealth management firms across the region are racing to boost their digital offerings and solutions, from the back-end through the middle and of course very importantly at the front-end where the revenues are garnered and where clients are serviced.

The panel of experts will focus their attention on how the RMs and advisors can be empowered by digital transformation, freed up from an excessive burden of mundane but necessary jobs through enhanced software solutions and processes, allowing them more time to leverage the new and growing offering of analytics and insights, driven by AI and machine learning to attain products, insights and as a result, good advice that are all relevant to their clients and that will boost their productivity and their client loyalty. They will consider how algorithms and digital tools will therefore truly deliver better portfolios, and better advice, fit for the clients and fit for the years ahead.

Apr 22

Using digital wealth solutions to curate the best portfolios...

3.00pm - 4.00pm HKT/SGT

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Featured Partners
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A community of leading organisations within Asian Wealth Management

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Senior figures in Asian Wealth Management are speaking at this event

Vivek Mohindra

Kristal.AI

Will Lawton

QUO

Julien Le Noble

InvestCloud

Dhruv Arora

Syfe

Juan Aronna

RBC Wealth Management

Freddy Lim

StashAway

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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Event Agenda
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  • 15.00pm

    Using digital wealth solutions to curate the best portfolios and deliver relevant advice

    • How is your ability to curate portfolios and deliver advice evolving?
    • What solutions and tools are in the pipeline that will further enhance personalisation, relevance and higher quality advice?
    • Where does the RM/Advisor fit into Asia’s wealth management market in the future?
    • What digital solutions are being introduced to enhance RMs skills, capabilities and productivity?
    • At the retail and mass affluent levels, what digital solutions and tools are working best to help drive greater investor traction?
    • Is the hybrid model the way forward for the upper segments of wealth in Asia?
    • What digital solutions and tools are out there to help deliver the hybrid model for the HNW and upper segments of wealth in terms of delivery of optimised portfolio allocation and advice?
    • What is hyper-personalisation in wealth management, and how can it be attained?
    • Is enough being done by the technology providers and the top management to help the RMs and advisors become engaged with the digital solutions and tools at their disposal?

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Juan Aronna

    Head of Investments, Asia and the British Isles

    RBC Wealth Management

    Will Lawton

    Global Head

    QUO

    Vivek Mohindra

    Co-Founder & Responsible Officer

    Kristal.AI

    Freddy Lim

    Co-founder & Chief Investment Officer

    StashAway

    Julien Le Noble

    Senior Director

    InvestCloud

    Dhruv Arora

    Founder, CEO

    Syfe

  • 16.00pm

    Webinar Ends

Apr 22

Using digital wealth solutions to curate the best portfolios...

3.00pm - 4.00pm HKT/SGT

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Speakers

Vivek Mohindra

Kristal.AI

Will Lawton

QUO

Julien Le Noble

InvestCloud

Dhruv Arora

Syfe

Juan Aronna

RBC Wealth Management

Freddy Lim

StashAway

Apr 22

Using digital wealth solutions to curate the best portfolios...

3.00pm - 4.00pm HKT/SGT

REGISTER
Partners

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Apr 22

Using digital wealth solutions to curate the best portfolios...

3.00pm - 4.00pm HKT/SGT

REGISTER