What is the new normal? We all knew reasonably well where we stood when 2019 came to an end, but the COVID-19 crisis has potentially brought a new reality ahead. This first discussion of the Hubbis Digital Dialogue Series will aim to discern what changes this pandemic might bring about, and what changes the wealth management industry must make in any case in order for the incumbent players to survive and thrive, especially in an environment in which potentially the logic for digitally-enabled wealth management becomes even more compelling.
The one-hour discussion will therefore focus on the big picture, analysing how the wealth industry had been evolving, and why, and what aspects of this evolutionary process might henceforth need to be accelerated, or possibly mothballed.
The mission here is to accurately, succinctly and also imaginatively address key issues such as: the role of the Relationship Manager and the role of technology to achieve enhanced data & analytics and digital delivery; the needs and expectations of the HNW and UHNW clientele, and the demands of the mass affluent market; the need for a more holistic approach to wealth management, far beyond investments and deep into the realm of estate and transition planning; the role of technology in compliance; the challenge of the challengers; the quest to win and retain talent; the offshore WM model and the onshore model; and the relative competitive advantages of big-brand institutions and independent firms.
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Wealth Management – where does the industry go from here?
3.00pm - 4.00pm HKT/SGT
A community of leading organisations within Asian Wealth Management
Senior figures in Asian Wealth Management are speaking at this event
Bassam Salem
Kees Stoute
EFG International
Simon Lints
Eight Wealth International
Urs Brutsch
HP Wealth Management
Damian Hitchen
Swissquote
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3.00pm
Wealth Management – where does the industry go from here?
- What is the new normal?
- What do I focus on and what do I not focus on today?
- What are the threats and opportunities?
- Who will thrive? Who will struggle?
- Have firms with bad technology been shown up? How and why must we embrace technology now?
- How many avoidable mistakes were made?
- Re-thinking RMs. How did RMs respond? Well or badly?
- How will you engage with clients in the future? How can you do sales better now?
- Banks need to shift towards digital delivery models – how will this occur?
- Outsourcing more – do you need to do it now?
- What does Hong Kong and Singapore do now?
- Is working from home / remotely here to stay?
- Is the whole idea about how you need to supervise your staff outdated?
- How will colleagues be manged in the future? Will middle-management be made redundant?
- Is more consolidation in the industry inevitable?
- Legal and compliance teams – how are they coping?
- Will the normal created by the Coronavirus eternise?
Moderator
Speakers
Simon LintsEight Wealth International
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4.00pm
Webinar Ends
Wealth Management – where does the industry go from here?
3.00pm - 4.00pm HKT/SGT
Bassam Salem
Kees Stoute
EFG International
Simon Lints
Eight Wealth International
Urs Brutsch
HP Wealth Management
Damian Hitchen
Swissquote
Wealth Management – where does the industry go from here?
3.00pm - 4.00pm HKT/SGT