We were delighted to host our 3rd Singapore-based summit of leaders in wealth management from Asia and globally – especially amid a highly-challenging business, regulatory and investment environment.
 
360 senior practitioners attended. They comprised CEOs, COOs, senior management, business heads and product gatekeepers, working within Private Banking, Retail Banking, Independent Wealth Management / Family Offices, IFAs, Insurance, Asset Management, Insurance, Technology, and Professional Services.
 
Many thanks again to those people who participated in and attended the event, and also to our exclusive partner for this event – Thomson Reuters.

Sep 20

Wealth THINK 2016

Westin Hotel, Singapore

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

Amit Shah

360 ONE Wealth

Vineet K Vohra, CFA

Arete Consulting

Nick Pollard

CFA Institute

Tanmai Sharma

Canopy

Thusitha De Silva

Cerulli Associates

Murli Adury

Citi

Adam Cowperthwaite

Citi Private Bank

Bassam Salem

Citi Private 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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PHILIPPINES WEALTH MANAGEMENT FORUM 2024

Westin Hotel, Singapore

We were delighted to host our annual PHILIPPINES WEALTH MANAGEMENT FORUM on Wednesday 20t...

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Event Agenda
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  • 8.40am

    Registration

  • 9.00am

    Welcome Address

    Patrick Donaldson

    Global Head of Wealth Solutions, Sales Strategy & Execution

    Refinitiv, an LSEG Business

  • 9.05am

    Panel Discussion

    Stuck between a rock and a hard place

    • What are the opportunities and challenges you face today? 
    • How will the Asian wealth management industry adapt and evolve to deal with the challenges that exist?
    • How would you describe the opportunity that the growth in wealth represents to you?
    • Who is likely to build a profitable and sustainable platform and proposition in the years to come?
    • How do we navigate the regulatory challenges – but not kill the industry?
    • Given the changing framework around suitability – is it still possible to add value to clients?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Bassam Salem

    Region Head, Asia Pacific

    Citi Private Bank

    Tan Su Shan

    Group Head, Consumer Banking and Wealth Management

    DBS Bank

    Mark Smallwood

    Managing Director, North Asia Coverage Team Head

    Deutsche Bank Wealth Management

    Urs Brutsch

    Managing Partner & Founder

    HP Wealth Management

    Julian Kwan

    Co-Founder and CEO

    InvestaX

    Michael Benz

    Former Group Head of Private Banking

    Standard Chartered Private Bank

  • 9.55am

    Presentation - Risk & compliance – an inconvenient truth

    Julia Walker

    Head of Market Development, Risk, Asia

    Thomson Reuters

    • Like it or not, wealth managers have to deal with rules & regulations
    • Using the right vendors, can they turn risk & compliance into a competitive advantage?
  • 10.10am

    Presentation - Can I cut compliance in half and still keep my license?

    Stefan Kuhn

    Head of Compliance, Private Bank (Southeast Asia)

    Credit Suisse

    • Do I need a compliance department at all?
    • Cut in half: people or cost?
    • What’s the right number of people in compliance?
    • Onshore vs offshore – what drives cost efficiency?
    • Peel off the compliance label to reduce cost
  • 10.25am

    Refreshment & Networking

  • 10.55am

    Panel Discussion

    Onshore versus offshoring – that is the question?

    • Is the big opportunity now onshore?
    • How is the wealth management proposition improving in local markets?
    • How quickly will the product and service offering develop?
    • What does Indonesian tax amnesty mean for Singapore - and you?
    • Can you engage the onshore wealth management opportunity? 
    • Should foreign players compete or collaborate with onshore institutions?
    • How do you decide who to partner with?
    • What’s the role that wealth hubs like Singapore and Hong Kong will play in the future?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Vincent Magnenat

    Limited Partner, Global Head of Strategic Alliances, Asia Regional Head

    Lombard Odier

    Marie Ramlie

    Head of Retail Products TMB Bank

    TMB Bank

    Amit Shah

    Chief Executive Officer, Co-founder and Member of the Board IIFL Asset Management

    360 ONE Wealth

    Rolf Haudenschild

    Country Head, Singapore BRP

    BRP Bizzozero & Partners

  • 11.45am

    Presentation - How to make your value proposition unique

    Nick Pollard

    Managing Director, Asia Pacific

    CFA Institute

    • Professionalism, standards, diversity and more
  • 12.00pm

    Presentation - Retail investor dynamics in Singapore’s asset management market

    Thusitha De Silva

    Director

    Cerulli Associates

    • Are asset managers are responding to private banks’ outlook on investment products? How convinced are retail investors about investing in such products?
    • Are private banks’ attempts to shift into fee-for-advice models hitting the spot with retail investors?
    • An increase in digital engagement in wealth management is the only area where providers and customers agree on. But what are retail investors’ main concerns about digital advice, ie. robo-advisers?
  • 12.15pm

    Panel Discussion

    What does it take to succeed in a new world of wealth management?

    • What do clients look for from anyone who services them in wealth management today?
    • Who are the real competitors of tomorrow?
    • What’s the role for the many different market players – international and regional banks, insurance companies, IFAs, independent wealth managers and others?
    • Do we really understand the needs of our clients?
    • Are we in a position to service those needs?
    • What’s our unique proposition? What are we really good at?
    • What does a client want from a private bank – and their banker today?
    • Do we need to re-think how we communicate with and educate clients?

     

     

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Vineet K Vohra

    Director & Practice Leader - Wealth Management

    Arete Financial Partners

    Martin Frick

    Managing Director, Asia Pacific

    Temenos

    Tanmai Sharma

    CEO and Founder

    Canopy

    Philipp Piaz

    Partner

    Finaport

    Lee Kai Yang

    Chief Investment Officer

    RHB Asset Management

    Aki Ranin

    Head of South-east Asia

    Tigerspike

  • 1.05pm

    Lunch & Networking

  • 1.55pm

    Panel Discussion

    Can we fix the talent problem?

    • With the number of private bankers in Singapore and Hong Kong falling – who will replace them? 
    • What are the consequences of the unprecedented number of expats leaving?
    • How as an industry can we attract young, engaging and competent individuals?
    • What do we have to do as an industry to make sure we remain relevant?
    • Do we need to re-think the role we play as bankers?
    • Given that private bankers today make less money and face a greater administrative burden, why does anyone want to be a private banker today?
    • Can we bring back the fun to private banking?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Herwig Van Hove

    Chief Executive Officer

    Vahoca

    David Koay

    Managing Director, Head of Relationship Management, ASEAN, Private Bank

    Standard Chartered Bank

    Murli Adury

    Head Citigold Private Client, APAC & EMEA

    Citi

    Vikram Nimkar

    Head of Premium & Private Wealth

    Westpac

    Urs Palmieri

    Director, Financial Services Advisory, Performance Improvement Strategy

    EY

  • 2.45pm

    Presentation - Open platform technology – leverage & connect your systems

    Matthew Blume

    Director, Client Technology ASEAN

    Thomson Reuters

    • Building your own applications within an open platform can connect multiple data sources
    • This allows users to leverage big data and analytics to brings actionable insights across a number of different use cases
  • 3.00pm

    Presentation - Removing the funds penetration blockage

    Andrew Hendry

    Managing Director, Asia

    Westoun Advisors

    • What are the challenges to greater funds penetration in Asia?
    • What are the best practices among fund gatekeepers?
    • How to open the funds funnel a bit wider
  • 3.15pm

    Refreshment & Networking

  • 3.45pm

    Presentation - Common Reporting Standard amendments in 2017

    Mark Morris

    Chief Executive Officer

    Mark Morris Consulting

    • Assumed non-reporting strategies which won’t work despite legal opinion to the contrary
    • Is there any structure which cannot be affected by CRS / FATCA amendments?
  • 4.15pm

    Panel Discussion

    How can you deliver investment performance for your clients today​?

    • Do we really have needs-based conversations with our clients and offer them solutions? 
    • How do you make any money today for yourself and your clients, especially given the interest rate environment?
    • How do you generate income for your clients today?
    • What do you need to re-structure your product platform to make it profitable?
    • Do we have any interesting products for our clients? Or will they look elsewhere? 
    • How do you navigate the regulatory environment around investment suitability?
    • What the role for digital as a disruptive force in the product pipeline?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Adam Cowperthwaite

    Head of Markets, Citi Global Wealth APAC

    Citi Private Bank

    Gebhard Giselbrecht

    Managing Director, Head of Strategy & Products for Asset Management - CH/EMEA

    UBS

    Michael Thompson

    Executive Vice President, Head of Singapore office and Head of Wealth Management Group Asia (ex-Japan)

    PIMCO

    John Cappetta

    Executive Director, Head, Managed Solutions Advisory

    Julius Baer

    Andrew Hendry

    Managing Director, Asia

    Westoun Advisors

  • 5.05pm

    Forum Ends

Sep 20

Wealth THINK 2016

Westin Hotel,Singapore

Speakers

Amit Shah

360 ONE Wealth

Vineet K Vohra, CFA

Arete Consulting

Nick Pollard

CFA Institute

Tanmai Sharma

Canopy

Thusitha De Silva

Cerulli Associates

Murli Adury

Citi

Adam Cowperthwaite

Citi Private Bank

Bassam Salem

Citi Private Bank

Stefan Kuhn

Credit Suisse

Tan Su Shan

DBS Bank

Mark Smallwood

Deutsche Bank Wealth Management

Urs Palmieri

EY

Philipp Piaz

Finaport

Urs Brutsch

HP Wealth Management

Rolf Haudenschild

Ingenia Consultants Pte Ltd

Julian Kwan

InvestaX

John Cappetta

Julius Baer

Vincent Magnenat

Lombard Odier

Mark Morris

Mark Morris Consulting

Vikram Nimkar

N/A

Michael Thompson

PIMCO

Kai Yang Lee

RHB Asset Management

Patrick Donaldson

Refinitiv, an LSEG Business

David Koay

Standard Chartered Bank

Michael Benz

Synpulse

Marie Ramlie

TMB Bank

Martin Frick

Temenos

Matthew Blume

Thomson Reuters

Julia Walker

Thomson Reuters

Aki Ranin

Tigerspike

Gebhard Giselbrecht

UBS

Herwig Van Hove

Vahoca

Andrew Hendry

Westoun Advisors

Sep 20

Wealth THINK 2016

Westin Hotel,Singapore

Partners
Sep 20

Wealth THINK 2016

Westin Hotel,Singapore