Jan Schoch
Chief Executive Officer
Leonteq Securities

• How are the dramatic changes in the Swiss wealth management landscape influencing how the market is likely to look at Asia for more connectivity going forward?
• How is the value proposition of Swiss private banking changing in the eyes of Asian clients?
• How is the perception of Switzerland changing in terms of the leading global wealth management hub, and what does this mean for the continued flow of assets to Asia?
• Where do clients now want to base their business?
• Where are the opportunities for greater synergies between Europe and Singapore / Hong Kong?
• What do HNW and UHNW clients want to invest in? Properties, listed investments, private equity, etc?
• How can you make the most of the interest from Asian clients in Europe, and vice versa?
• How can professional advisers work more closely with clients going forward to resolve these issues?

Chair

Michael Stanhope
Chief Executive Officer
Hubbis

Panel members

Herwig Van Hove
Managing Partner
Notz Stucki Group

Bruno Patusi
Partner, Wealth & Asset Management Leader
Ernst & Young

Dana Ritter
Co-Founder, Managing Director
Dragon Wealth

Raphael Suter
Director, Structured Solutions
Leonteq Securities

• Leonteq Securities - an introduction: next generation structured products
• Are you selecting the right equities? What are the best performing equity funds in 2014 invested in?
• Smart Data: real-time client-driven analytics comparing short and long-term trends

Vikas Gattani
Founder & Chief Executive Officer
Progress Capital

• What does the change in regime (new government) mean for investors?
• What's the likely economic impact?
• Market views on India
• What's the best way to play the Indian market

• Warehousing assets for various reasons is no longer the priority. What are end-investors now looking for?
• What are the component elements of delivering performance?
• What are the opportunities to find the best performance in your portfolio?
• Which asset classes, geographies, sectors and themes offer the best chances of performance - and why?
• What research capabilities are required to perform for your clients?
• Does global coverage matter? Why?
• How can you deliver global coverage for your clients?
• What steps and processes do you need to take to look beyond Switzerland and Europe?
• What are the prudent ways to access global markets?
• How important is it to use platforms that provide flexibility and more sophisticated investment strategies?

Chair

Michael Stanhope
Chief Executive Officer
Hubbis

Panel members

Raphael Suter
Director, Structured Solutions
Leonteq Securities

Lei Zhu
‎Senior Portfolio Manager, Asian Fixed Income
Credit Suisse

Mark Browne
Director, and Head of Business Development, Switzerland
Secure Wealth Management

Thomas Zgraggen
Head of Portfolio Management, Switzerland
EFG Asset Management

Lei Zhu
‎Senior Portfolio Manager, Asian Fixed Income
Credit Suisse

• What are the trends in Chinese real estate?
• Where are the biggest opportunities?
• How can you access this asset class?
• What are the pitfalls to watch out for?

• What are the main drivers for investing in Asia?
• How can you tell whether a particular investment makes sense for you and your clients?
• What is the "right" level of exposure to Asia?
• What is a sensible time horizon for investing in Asia?
• How can you access the Asian consumption story?
• What types of products and vehicles offer the smartest way to do so?
• Where are the most exciting direct investment opportunities'? What are the considerations for investing?
• Where should China and India fit into an exposure to Asia?
• How important is the ability to liquidate quickly? Should it be important when investing in Asia?
• What risks should you be aware of?

Chair

Michael Stanhope
Chief Executive Officer
Hubbis

Panel members

Norman Villamin
Chief Investment Officer, Europe
Coutts

Vikas Gattani
Founder & Chief Executive Officer
Progress Capital

Xavier Burkhardt
Investor Relations Manager
EuroFin Asia Group

Seamus Donoghue
Chief Executive Officer
Allocated Bullion Solutions

Peter Golovsky
Managing Director, Global Head of Private Clients
Amicorp Group

• Navigating global tax transparency
• FATCA is just the beginning
• Wealth planning in a new era of regulation and compliance
• Implications for wealth planners and trustees
• Contrasting perspectives - bank owned v independent fiduciary models

Francesco Vanacore
Managing Director, Heads of Products and Solutions
Credit Suisse Trust

• What growth in wealth planning means for wealth management
• Opportunities and potential

Eric Boes
Global Head of FATCA Solutions
Amicorp Group

• Trends to Automatic Exchange of Information (AEOI)
• FATCA impact on Trust and Personal Investment Companies
• G20 and OECD - introducing the new Global AEOI Standard
• Comparison FATCA and Common Reporting Standards
• Introduction of the new Global AEOI Standard in Switzerland and Asia
• Implications for wealth planning practitioners and clients
• Challenges and threats

• How is the ever-transparent regulatory environment impacting the potential for wealth planning and your approach to it?
• What influence is this environment having on the types of structures and solutions which are most appropriate?
• What trends are you seeing in the types of clients engaging in structuring?
• What are the main opportunities and challenges to consider and prepare for?
• How can Trusts and Personal Investment Companies meet the compliance requirements of FATCA and CRS

Chair

Michael Stanhope
Chief Executive Officer
Hubbis

Panel members

Francesco Vanacore
Managing Director, Heads of Products and Solutions
Credit Suisse Trust

John Shoemaker
Head Product Management, Trusts & Foundations
UBS

Eric Boes
Global Head of FATCA Solutions
Amicorp Group

Urs Tanner
Managing Partner
APASWISS

Ralph Mogicato
Entrepreneur & Independent Senior Advisor
Hixon Consulting

• Motivations
• Asia? But where in Asia?
• Business principals
• People
• Pricing - Europe vs. Asia

• What are the realities of doing business in Asia today?
• In what ways do the investment, regulatory and compliance dynamics and requirements influence what you can do and how you can do it?
• Which markets offer the most potential - and why?
• What are the key drivers of developing a successful Asian business?
• How should you define your value propositions to make the most of the potential?
• Should you go it alone? Or form a joint venture?
• What should be considered an acceptable return on investment?
• What are the main challenges relating to the compliance burden? And how can these be overcome?

Chair

Michael Stanhope
Chief Executive Officer
Hubbis

Panel members

Alex Borissov
Founding Partner
Finaport

Andrew Hendry
Managing Director, Asia
M&G Investments

Ulrich Knopp
Partner
MilleniumAssociates

Urs Tanner
Managing Partner
APASWISS

Nigel Rivers
Global Head of Private Clients
TMF Group

• What are the trends in family offices in Asia?
• How do Asian clients view and use family offices?
• How can the family office concept make more in-roads?
• What are the misconceptions and pitfalls of family offices among Asian clients?
• What infrastructure, governance and risk frameworks are required?

Simon Denton
Managing Director, UK
Sovereign Group

This presentation will look at Private Trust Companies (PTCs) and their application to private Asian clients for wealth planning, protection, succession and the de-controlling of active and profitable companies. This will cover:

• A review of onshore and onshore jurisdictions that are used for the deployment of PTCs
• A brief analysis in how PTC should be structured for optimum tax and related planning
• Case study illustrations in how successful business owners and wealthy families can take advantage of PTCs and how underlying international trading and related companies can be owned by such arrangements

James Martin
Group Marketing Director
Trident Trust

This will look at practical case study examples of the appropriate use of corporate and fiduciary structures to achieve goals such as:

• Wealth preservation
• Tax efficiency
• Succession planning

• With the rapid migration of global wealth - what are the considerations with wealth and tax planning?
• What are the current issues HNW and UHNW individuals & families should consider with regard to legacy, estate & succession planning, and tax planning?
• What impact does this have on how families should think about governance?
• What does global transparency mean for the types of structures and solutions that are most suitable today for international assets?
• How should you tackle the offshore challenge?
• Where do people now want to live? What are the issues relating to citizenship, and what passports do they want?
• Which residency programmes are most interesting at the moment?
• Seeking retirement opportunities - considerations and requirements
• When and how is it appropriate to engage product and service providers?

Chair

Michael Stanhope
Chief Executive Officer
Hubbis

Panel members

Simon Denton
Managing Director, UK
Sovereign Group

James Martin
Group Marketing Director
Trident Trust

Nigel Rivers
Global Head of Private Clients
TMF Group

Jonathan Kropman
Partner
Berwin Leighton Paisner LLP

Geralda Kral
Senior Wealth Advisor and Business Development
Quilvest (Switzerland) Ltd

Dana Ritter
Co-Founder, Managing Director
Dragon Wealth

• Investor behaviour is changing towards digital, and wealth managers are under pressure to deliver
• New technology enables wealth managers and their clients to make more confident investment decisions, increase sales and boost client loyalty by providing at-a-glance insight on investment behaviour, peer-group comparisons, products and investment information
• Banks should enable wealth managers and investors to access portfolio information, products, news and investor comparisons in and out the office through mobile phones or tablets
• Apps are the way to go for wealth managers who want a scalable option as it allows the introduction of digital technology to a small portion of their investors or their entire database
• As opposed to traditional IT, apps are instantly installed. Some are also mobile, integration-free and customisable to a company's business and brand