Andrew Crooke
Editor
Hubbis

• What are the key drivers in developing the concept of independent wealth management in Asia?
  
• What is the role that IAMs and family offices play? Is this what the industry wants?
  
• Has the definition of IAM and family office changed? Does it need to?
  
• Is there still a big opportunity for independent firms? Or has it shrunk?
  
• Some IAMs / multi-family offices have closed their Singapore offices over the past 12 months - what does this indicate for the sustainability of the independent model in Asia?
  
• Despite the challenges for private banking in Asia - not many bankers have left organisations to either set up on their own or join existing IAMs or family offices. Will this ever change? What will spur action?
  
• Are client misperceptions around the value of independent advice changing?
  
• Do clients need to be serviced differently going forward? If so, in what ways?
  
• What will be the big trends in independent wealth management and family offices over the next 3 to 5 years? Where do you expect the biggest game-changers to come from?
  
• How have the main challenges for this industry evolved? Both in Asia and globally
  
• To what extent is a Swiss heritage important any more as the benchmark for the independent model?
  
• How relevant is the debate over whether to locate in Singapore or HK? What are the considerations, as well as pros & cons?
  
• To what extent is the independent model expanding to other parts of Asia?
  
• In accessing local clients in Asia - how important is building strategic relationships with independent firms in countries like Indonesia, Thailand, Malaysia and Taiwan?
  
• What will be the main differences between the "winners" and "losers" in the independent space over the next 3 to 5 years?
  

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Anthonia Hui
Chief Executive Officer
AL Wealth Partners

Urs Brutsch
Managing Partner & Founder
HP Wealth Management

Cliff Go
Chief Executive Officer
Swaen Capital

Mark Nelligan
Managing Director
Pershing Securities Singapore

Mark Tibergien
Chief Executive Officer
Pershing Advisor Solutions

• The shift towards being a fiduciary adviser
  
• What attracts advisers to change models
  
• Family offices - growth and future potential
  
• Global opportunities and trends
  

• What are the main challenges and opportunities for family offices in Asia?
  
• How are global trends impacting the development of Asian family offices?
  
• What does it take to set a successful family office in terms of processes and best-practices?
  
• What is the right governance framework for a family office in Asia?
  
• How can you overcome the desire of clients to create wealth compared with preserve it and pass it on?
  
• How can you create the most suitable investment platforms - to get the best and most appropriate access to capital markets and other investment opportunities?
  
• What impact do the lending needs have on the model?
  
• What's involved in putting in place the right infrastructure and frameworks for risk management?
  

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Terry Alan Farris
Chief Development Officer, Development Office
Nanyang Technological University

Carol Seah
Founder and Chief Executive Officer
WYNNES Family Office

Mark Tibergien
Chief Executive Officer
Pershing Advisor Solutions

Yash Mishra
Managing Director, Head, Private Clients
Taurus Wealth Advisors

Mansfield Mok
Portfolio Manager, New Capital China Equity Fund
EFG Asset Management

• What is the investment outlook for China given the volatility of the domestic equity market at the start of this year?
  
• How might an emerging market crisis impact China?
  
• What are the themes for investing in China?
  
• What are the risks in investing in China?
  

Guy Stear
Head of Cross-Asset Research, Asia Pacific
Societe Generale

• Why Europe is getting better…
  
• …and the two biggest risks which remain
  
• The three best European investment opportunities for 2014
  

David Schmid
Executive Director, Head of Structured Solutions, South-east Asia
EFG Bank, Singapore Branch, EFG Financial Products Division

• The value of a multi-issuer platform
  
• Technology enhancements: Actively Managed Certificate (ACM) online Gateway; Triparty Collateral Management (TCM) - reducing counterparty risk; and Product Optimisation
  

Mark Smallwood
Head of Franchise Development and Strategic Initiatives, Asia Pacific
Deutsche Asset & Wealth Management

• What are the hedge fund strategies sought after post-crisis?
  
• Which hedge fund strategies have worked?
  
• Deutsche Asset & Wealth Management case studies
  

Jin Tao
Director of Investment Management
Morningstar

• What are clients now looking for?
  
• What are the most important safety and liquidity issues?
  
• How is asset allocation changing for UHNW portfolios? and for family portfolios?
  
• What are the main emerging challenges in determining the right portfolio mix for your clients?
  
• What is a rational approach to diversification for clients in today's market landscape?
  
• As the correlation of your asset classes evolves with changing market conditions, how do you deal with it? What is the choice of investment strategy now based on?
  
• How are client using different types of funds?
  
• What role are alternatives playing in portfolios?
  
• How can you deliver consistent investment performance in today's environment?
  
• Where are you finding new and innovative products and solutions?
  
• Banks are often criticised for "pushing" products. How can you add value to the client via their investment portfolio?
  
• How do you align investment mandates with investor needs and portfolio objectives?
  

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Vikas Gattani
Founder & Chief Executive Officer
Progress Capital

Geoffroy Ganshof
Head of Wealth Management
EuroFin Asia Group

Devashish Gupta
Head of Investments
Essel Investment Managers

Arjun Panchapagesan
Head of Strategic Advisory
BSI Bank

Christopher Faddy
Managing Director and Head of Distribution, Managed Investments, Asia Pacific
BNY Mellon

• The move to deliver more discretionary managed services to investors in Asia has been well-documented
  
• This presentation will look at the catalysts that drove changes to the business practices of firms offshore. More importantly, it will draw parallels to the evolution of services in Asia and share learnings from BNY Mellon's engagement with financial intermediaries in the region to pinpoint why there is an inflexion point in the demand for discretionary services
  
• It will also look at how the outsourcing of services such as investment due diligence, asset management infrastructure and technology delivered through Separately Managed Accounts programme can help advisers create scalable business around advice-centric models
  

Ray Chan
Head of Business Development for SPDR ETFs, Asia ex-Japan
State Street Global Advisors

• Follow the money: what do recent global ETF flows tell us?
  
• Investment ideas for 2014
  
• How can wealth advisers use ETFs to implement these ideas?
  

Datin Isharidah Ishak
Senior Partner
First Fiduciary (Labuan) LLP

• Managing clients' needs in the Syariah compliance sphere
  
• Financial planning balanced with estate planning concerns for the Muslim client
  
• The need to create wealth and to preserve and distribute the wealth in view of estate distribution laws particular to Muslims
  
• The features of a Labuan Islamic Foundation that addresses these concerns
  

Angelo Venardos
Chief Executive Officer
Heritage Trust Group

• In dealing with regulatory and compliance issues today - why are wealth managers finding it so difficult dealing with offshore companies?
  
• How are some of these challenges going to develop?
  
• What are the implications for relationship managers?
  

• How can independent firms create the right framework to service families' best?
  
• What is the connectivity between the business and family in terms of wealth management needs?
  
• How can you manage the different risk profiles between the business and the family?
  
• How can you provide relevant access to capital markets / other investment opportunities?
  
• What are the lending needs and options?
  
• What are the issues wealthy individuals & families should consider with regard to legacy, estate & succession planning, and tax planning?
  
• How can HNW and UHNW individuals structure their wealth from a tax perspective?
  
• How can they preserve wealth from one generation to the next?
  
• How do families retain wealth when the patriarch dies?
  
• How should families think about governance and structure of the family wealth?
  
• When they buy overseas property how should it be structured? What are the implications and impact in different countries?
  
• To what extent is citizenship increasingly important to Asian clients?
  
• What is the strategic value of offering wealth planning-related products and services such as fiduciary structures and long-term planning solutions?
  

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Noor Quek
Founder / Managing Director
NQ International

Marcus Hinkley
Group Partner, Private Client, Singapore Office
Collas Crill

Mandeep Nalwa
Founder, Chief Executive Officer
Taurus Wealth Advisors

Andrew Hendry
Managing Director, Asia
M&G Investments

Jay Jhaveri
Head of Business Development, Asia
Wealth-X

Mark Tibergien
Chief Executive Officer
Pershing Advisor Solutions

• Challenges for advisers in today's environment
  
• Effective practice management techniques
  
• Identifying optimal clients
  
• Enhancing efficiency and profitability
  
• Developing the next generation of talent
  

• How do you do effective due diligence on custodians?
  
• What would you consider to be a consistent and reliable selection process?
  
• What do you look for in custodians? What do you avoid?
  
• Where are the red flags?
  
• Do you even need private banks?
  
• How do you aim to get the most out of relationships with product providers and other specialists such as trustees, law firms and other professionals services firms?
  
• Specifically with product providers - what approaches do you find effective in assessing risk and manager effectiveness?
  
• What are the important questions that clients should not be afraid to ask?
  

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Daniel Jaglom
Managing Director
Nutrimenta

Carlo Rossi
Managing Director
Trendlab

Steve Knabl
Chief Operating Officer & Managing Partner
Swiss Asia Financial Services

Mark Smallwood
Head of Franchise Development and Strategic Initiatives, Asia Pacific
Deutsche Asset & Wealth Management

Frank Maltais
Head of Sales & Relationships, Asia Pacific
Princeton Financial Services

Simon Cornwell
Co-Founder and Global Sales & Marketing Director
Vermilion Software