Digital Wealth Asia 2017

W Hotel Hong Kong,Hong Kong

We were delighted to host our annual Digital Wealth event in Hong Kong.  Over 250 CEOs, CIOs, COOs, heads of technology / digital, and other senior practitioners attended – from a mix of Private Banks, Retail Banks, Insurance Companies, Independent Firms & Family Offices, Asset Management Companies, and IFAs.

Below for your interest and reference are links to various content we captured from the day. Please click on the orange headlines – and do send any comments or feedback to [email protected].


Content Highlights 

Video Highlights
Video Highlights Summary
Event summary & poll results
Panel discussions
Presentations & Wealth TALKS


Post-event Report

You might also like to view the full Post-Event Report – which is a consolidated summary, including photos of speakers & delegates, the attendee profiles & some delegate feedback, polling results, and more.


Event Summary 

Uncertain future industry as digital revolution bites

Client empowerment, the impact of Cloud and data in conjunction with regulatory attrition will soon impact various scenarios – some of doomsday proportions - upon the wealth management industry, according to speakers at the Hubbis Digital Wealth Asia 2017 event in November in Hong Kong.


Video Highlights

At the Hubbis Digital Wealth Asia Forum in Hong Kong on November 9th, we interviewed leading industry experts. 
Full Video Highlights
I love wealth management

Their individual interviews can be accessed below: 

John Robson, Quantifeed
Tanmai Sharma, Canopy
Seamus Donoghue, Lykke
Michiel Van Selm, Canopy
Frank Henze, Trimantium GrowthOps
Alex Ypsilanti, Quantifeed
Peter Scott, formerly Avaloq
Donald Soo, Malabar AI
Stephane Dubois, Xignite
Thomas Achhorner, additiv
Salomon Wettstein, Synpulse
Christophe Lee, JP Asia Partners
Julian Kwan, InvestaCrowd
Phil Neilson, Just Service
Stanley Chao, Red Pulse
Ian Woodhouse, Orbium
David Wilson, Capgemini
Mathias Helleu, 8 Securities


Panel Discussions 

We held 4 interactive panel discussions throughout the day – which involved 22 senior industry practitioners who we invited to participate and share their thoughts. We have also incorporated into the summaries below the briefing notes which speakers sent to us in advance of the event. Plus, we have included the results of audience polling as well as questions we received from delegates. Click on each headline to view the PDFs.


How do wealth management firms future proof their business?
Setting the scene for the day’s panel discussions and presentations, the first panel at the Hubbis Digital Wealth Asia event on November 9 contemplated how wealth management firms might be able to future proof their businesses with the strategic implementation of digital technology solutions. Although each coming at this debate from slightly different angles, the panel members were all of one mind – wealth firms that ignore technology risk obsolescence.

Panel members
Michael Haupt, Chief Operating Officer, Investment Advisor, Asia Pacific, Vontobel Wealth Management
Terence Tam, Executive Director, Head of Wealth Management Technology, Asia ex-Japan, Global Information Technology Division, Nomura
Mark Buesser, Chief Executive Officer, IMTF
Marko Milek, Head of Global Exchange, APAC, State Street
Thomas Achhorner, Global Head of Solutions, Additiv
Ian Woodhouse, Senior Business Advisor, Orbium


Are Robo-advisory and other new digital solutions gaining ground?
A panel comprising digital experts from technology solutions and fintech innovators is unlikely to say anything other than ‘Yes’ to the overarching question of whether robo-advisory and other new apps are indeed the path ahead. But the panellists did not need to convert the audience – banks and other wealth providers largely admit they have an urgent need for innovative technology if their industry at large is to keep pace with their clients’ needs, both today and tomorrow.

Panel members
Mathias Helleu, Executive Chairman, 8 Securities
Ned Phillips, Founder and Chief Executive Officer, Bambu
Phil Neilson, Chief Executive Officer, Just Service
Alex Ypsilanti, Chief Executive Officer and Co-Founder, Quantifeed
Bhaskar Prabhakara, Founder & Chief Executive Officer. WeInvest
Donald Soo, Group CEO and Founder, Malabar AI


Demystifying the fintech hype – a glance into the future
Hubbis assembled a panel of cutting edge technology experts and tech investors at the November 9 Digital Wealth Asia event for a discussion on the impact of innovative technologies on the wealth management arena. Blockchain, cryptocurrencies, ICOs, AI, robo-advisory, and other new world jargon were the fuel for an energetic debate.

Panel Members
Julian Kwan, Chief Executive Officer, InvestaCrowd
Stanley Chao, Co-founder and Head of Data Science, Red Pulse
Seamus Donoghue, Director, Lykke
Adrian Gostick, Chief Revenue Officer, BondIT
Ralph Mogicato, Entrepreneur, Independent Senior Advisor, Professional Board Member, Angel Investor, Swiss ICT Investor Club


How can wealth managers embrace digital and tech?
The final panel session of the Hubbis Digital Wealth Asia event featured private banks and fintechs looking at the applications of technologies to their business models and for their clients. What will become of the wealth management industry in the brave new world of the future?

Panel members
Michiel van SelmCOO, Canopy
David WilsonHead of Asia Wealth Management, Capgemini
Amar Bisht, Head of Wealth Strategy and Advisory, Orbium
Urs Lichtenberger, Director, Client Platform, Asia Pacific, Credit Suisse
Abhra RoyHead, Finacle Wealth Management Solution, Infosys Finacle
Frank HenzePractice Lead - Financial Services IT, Trimantium GrowthOps



Below are summaries of the Presentations and Wealth TALKS delivered at the event. These were 10-minute slots hosted either by senior industry practitioners who we invited to speak (Wealth TALKS), or by some of our event partners (Presentations). Also listed with each summary are links to the presentation slides (where these are made available by speakers). Click on each headline to view the web versions of these – from which you can also access the 1-page PDFs.

Keynote Address: Credit Suisse achieves cutting edge digital transformation
Urs Lichtenberger, director and head of client platform at Credit Suisse for Asia Pacific recalls the collective efforts to dramatically upgrade the bank’s digital interface.  
View Slides

Presentation: Wealth management transitions to the new age of ‘Wealth Care’
John Robson, chief commercial officer of Quantifeed, explained why his firm has spent the past five years building digital wealth management systems that the company has delivered to financial institutions across Asia.
View Slides

Presentation: Driving Wealth Management Growth Through Digital Solutions
Jeson Liu, Head of Greater China for Singapore tech solutions firm FinIQ, explains how a world of increasing complexity, greater regulatory strictures and additional pressure on the bottom-line adds up to a world of opportunity.
View Slides

Presentation: Leveraging technology to support life cycle
Martin Frick, managing director of Temenos Asia Pacific, explained that the digital advisory revolution has so much traction in the wealth industry that data is the new currency.
View Slides

Presentation: Robo-advisory for a more efficient front office
Mark Buesser, CEO of process automation group IMTF, told financial intermediaries and advisers how they can radically improve their front office through RegTech.
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Presentation: Turning data into insights and ideas
“Is data the new oil?” asked Marko Milek, Head of Global Exchange for Asia Pacific at State Street, and then answered ‘no’, because data like the wind about us seems limitless.
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Presentation: WeInvest - making a new-age investing experience a reality
Bhaskar Prabhakara, co-founder and CEO of WeInvest, told the audience what he and his firm mean by ‘digital wealth-as-a-service’.
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Presentation: Malabar AI offers clients the 720-degree solution
Donald Soo, Malabar AI’s CEO and founder, explained his concept of creating and building what he calls a ‘fintech Lifestyle AI company’.
View Slides

Presentation: The Cloud and APIs – transforming market data solutions
Stephane Dubois, CEO and founder of Silicon Valley tech firm Xignite aims to make market data ‘easy’ with cloud based market data solutions, with clients both fintechs and large financial institutions.
View Slides

Presentation: The World According to Lykke - natural capital and blockchain 
Seamus Donoghue of Swiss cryptocurrency and blockchain champion Lykke explained where wealth management collides with the digital world to create a new transactional universe.
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Presentation: Canopy: The transition from secrecy to a new world of transparency
Michiel van Selm, the new COO of Singapore based FinTech business Canopy, spoke set out his vision for how tech will enable wealth management.
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Presentation: The quest for truly digital wealth management
Abhra Roy, Head of Finacle Wealth Management Solution for Infosys Finacle, told the audience about the unbundling of wealth services and the rise of digital natives.
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Presentation: Transforming business models via a RegTech Ecosystem
Ian Woodhouse, Senior Business Adviser at Orbium and Amar Bisht, Head of Wealth Strategy & Advisory, explained why high-tech software solutions are far from a luxury for the wealth managers of tomorrow.
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Wealth Talk: End-to-end digitisation for wealth managers
David Wilson, head of wealth management for Asia Pacific at global software giant Capgemini, gave a fascinating wealth talk on the emergence of hybrid advice.
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Presentation: The Future of Wealth – The end of the Financial Adviser?
Are wealth management firms facing a new period of evolution, or extinction, at least in the form we currently understand? Mathias Helleu, Executive Chairman of 8 Securities, gave his views.
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Presentation: Striving towards end-to-end digitisation for wealth managers
Frank Henze, Practice Lead, Financial Services IT at Trimantium GrowthOps, spoke of the need for private banks and wealth managers to undergo quite radical change in strategy and work practices as well as continuous innovation.
View Slides