Andrew Crooke
Editor
Hubbis

• What are today's key growth drivers for private banking and wealth management in Asia?
  
• Despite the hype around Asia - many private banks have not been as successful so far as they might have hoped. Why is that, and how can they change this?
  
• How can banks generate annuity revenue? What are the obstacles?
  
• How can the industry drive a change in mind-set and current business models to achieve more sustainable income?
  
• What will it take to develop a broader fee-for-advice culture among Asian clients?
  
• How are you dealing with the relentless regulatory demands on your business?
  
• Can organisations of different sizes and models really compete in the same space anymore? Should they?
  
• What are the components of successful businesses?
  
• To what extent do you perceive a threat from online companies like Alibaba and others moving into the financial services space?
  

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Eng Huat Kong
Chief Executive Officer, Singapore and South-East Asia
EFG Bank

Robert Cormie
Managing Director, Head of Private Banking, Asia
BMO Private Bank

Hans-Peter Borgh
Chief Commercial Officer, Private Banking Asia & Middle East
ABN AMRO Private Banking

Vish Jain
Partner and Managing Director
BCG

Richard Turner
Head of Market Development, Asia, Financial & Risk
Thomson Reuters

Neal Cross
Managing Director and Chief Innovation Officer
DBS Bank

A "live" Q&A on stage - to cover:

• What does innovation mean in financial services?
  
• In which parts of the wealth management business do you foresee the greatest opportunities for bringing innovation?
  
• To what extent do you look at innovation outside of the financial services industry for possible application in your business?
  
• What are your priorities for the next 12 to 18 months?
  
• What are the biggest challenges to achieving these, and how will you overcome them?
  
• What is the "holy grail" that technology and innovation are yet to deliver in wealth management?
  

• How is the role and use of different technologies impacting the wealth management business?
  
• How can technology enable the change in the maturity of the business?
  
• What are your biggest priorities to be able to embrace - or even keep pace with - innovations in mobile, social and digital technologies?
  
• How are the various regulatory, investment, cost and staffing challenges confronting the industry influencing how technology is developed and used - by both clients and advisers?
  
• Do you need to transform or modernise core banking systems to increase flexibility in service offerings? How can you achieve this?
  
• Where will scalability come from? How can you achieve this?
  
• Is consolidation the answer? How can that approach help you tackle new technology requirements?
  
• Is a truly single regional platform required, or even desirable? How can this be achieved?
  
• How can you enhance efficiency and drive down the cost of doing business while not compromising service delivery? Are you able to balance this with the need to be innovative?
  

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Olivier Crespin
Managing Director, Chief Operating Officer, Wealth Management
DBS Bank

Peter Huber
Chief Executive Officer
Zurich Global Life Singapore

Peter Gill
Vice President, Banking & Financial Markets, ASEAN
IBM

Jason Hoang
Managing Director, Asia
IRESS

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

Thomas Avedik
Chief Executive Officer
Crealogix E-Banking

A "live" Q&A on stage - to cover:

• What technological innovations are you expecting to see in the near future?
  
• Do these innovations help banks gain a real competitive edge?
  
• How effective is the alignment of technological innovation with business processes?
  
• How can digital banking support the increasing regulatory compliance requirements?
  

Daniel Kennedy
Regional Solution Manager, Asia Pacific
DST Global Solutions

A "live" Q&A on stage - to cover:

• What are the biggest challenges wealth management organisations face around client investment data?
  
• What is the most important use of investment data today?
  
• How can organisations use investment data to provide tangible points of differentiation?
  
• What is the right approach to solve the data challenge - buy or build?
  
• What's the role of investment data in helping deliver enhanced performance analytics?
  
• Where are do you see the largest innovation being made in performance measurement technology?
  

• What is Big Data? Why is relevant within wealth management?
  
• What are the real benefits in being able to use data more effectively to drive the business?
  
• What data is required for you to deliver value to clients?
  
• How can wealth managers create a competitive advantage through the way they use client data?
  
• In what ways can this be used to provide a better client experience? And an improved the operating experience for RMs?
  
• How should financial institutions assess their data arrangements? Including to collect, store, manage & deliver data to multiple client segments?
  
• Can you draw value from increasing volumes of structured and unstructured data?
  
• How are you incorporating more business intelligence in management reporting?
  
• What are the pitfalls of poor data management? How can you avoid them?
  
• Data loss. Can it be prevented? What are the safeguards that must be in place?
  
• Is there a sort answer to solving the data challenge? Should you buy or build?
  

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Aaron Perryman
Partner, Financial Services - Advisory
Ernst & Young

Sarah Merette, Ph.D
Research Analyst, Wealth-X Institute
Wealth-X

Lawrence Grinceri
Chief Operating Officer
AG Delta

Bert-Jan Van Essen
Co-Founder, Managing Director
Dragon Wealth

• What if your clients were grouped automatically based on their behaviours in investor circles that helps your relationship managers better understand your clients' needs and interests?
  
• What if your clients could see how the latest news affects their portfolio and your relationship managers get at-a-glance information to better advise your clients to perform better?
  
• What if the very same mobile application recommends investment products that are tailored to your clients' behaviour and needs?
  
• But "what if" is yesterday's talk - digital banking is needed today
  

Phil Banas
Managing Director, Asia Pacific
SS&C Technologies

• Strong historical preference for systems and data in-house
  
• Actual versus perceived security
  
• Increasing demands from clients and regulators
  
• Resources increasingly expensive
  
• Shrinking margins open door to radical solutions
  

Michael Stanhope
Founder, Chief Executive Officer
Hubbis

• Why you must stand out from your competitors in today's competitive, dynamic and challenging world of wealth management?
• Why customer loyalty is the only true sustainable competitive advantage
• Why you must act now to keep up with changing customer behaviour and demographics that are make many more wealthy individuals - as well as the next generation - open to electronic DIY solutions

• How do you weigh up the benefits of doing it yourself versus outsourcing?
  
• How do you select your partners?
  
• What do banks look for in their vendor relationships? Are the expectations realistic?
  
• How can vendors really deliver what banks want?
  
• What does an effective vendor management framework look like?
  
• How can you find the right balance between contractual obligation and flexibility in vendor relationships?
  
• Integration and implementation. What are the ways to make these obstacles more manageable?
  
• How is the interaction between banks and vendors changing?
  
• How can banks build a governance framework which provides a set of roles for people at different levels?
  
• Is outsourcing likely to become more popular in Asia? What will take it to the levels now seen in Europe?
  
• How can banks retain good quality IT staff?
  
• What's the best way to challenge IT professionals and broaden their experience?
  

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Marcel Fuerst
Chief Information Officer, Asia-Pacific
UBS Wealth Management

Edrick Ho
Head of Digital and Channel Management, Retail Banking, Asia Pacific
ANZ

Peter Scott
General Manager, Asia Pacific & Member of Executive Board
Avaloq

Frank Maltais
Managing Director, Asia Pacific
Princeton Financial Systems

Jonathan Paul
Consultant
Decura

Sebastian Dovey
Managing Partner
Scorpio Partnership

• Where will the real revolution in digital occur?
  
• Does digital make a difference to the operating model?
  

• What are the digital trends driving wealth management?
  
• What are the most forward-thinking banks doing to stay ahead in the digital revolution?
  
• What does it take to compete in this space?
  
• How do you use digital strategies to acquire clients - internally and externally?
  
• How can digital offerings integrate with existing infrastructure?
  
• Usability and navigation: how can you enhance the technology experience by introducing unified dashboards, user-friendly navigation, and seamless process support through different channels?
  
• How are banks in developing wealth centres in Indonesia, Malaysia and China, for example, now using mobile channels for client communication and product distribution?
  
• How can you make social media work for you?
  
• To what extent can you reach new markets using social channels?
  

Chair

Urs Tanner
Managing Partner
APASWISS

Panel members

Tony Greenwood
Lead Business Architect
RBC Wealth Management

Bert-Jan Van Essen
Co-Founder, Managing Director
Dragon Wealth

Bruno Richle
Chairman & Chief Executive Officer
CREALOGIX Group

Rajiv Agarwal
Managing Director
Arete Financial Partners

Lynn Koh
Co-Founder
Innervative Learning

Steven Seow
Head of Wealth Management, Asia
Mercer

How have client's expectations changed with wealth passing from first generation to the current generation?

• I want to do things my way - anytime, anywhere, anyhow
  
• Birth of family offices - appeal of discretionary investment
  

Ideas for private banks

• Empowering the RMs - deploy intellectual capital via iPad, knowledge is power
  
• Analytics - apply behavioural finance and infer customer decision-making behaviour
  
• Peer networks - bringing like-minded clients together on common topics of interests (arts, real estate, philanthropy, wine)
  

• How are emerging technologies reshaping the way you connect with customers?
  
• How can you make your advisory staff more effective through the tools they use? And therefore make more money for the bank?
  
• What's needed to help the front-line to have the right conversation with clients at the right time?
  
• How do your technology and processes support wealth managers throughout the advisory process - planning, implementation and reviews / monitoring?
  
• How do you identify and close gaps in the delivery of advice via technology?
  
• Can banks really capture and make use of the interaction between their advisers and clients? For example, to enhance revenue from existing clients through up-selling and cross-selling
  
• Do organisations do enough with client reporting? What more should they be doing to communicate with customers?
  

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Jeremy Hebblethwaite
Head of Architecture, Integration & Security
Bank Julius Baer

Thomas Avedik
Chief Executive Officer
Crealogix E-Banking

Steven Seow
Head of Wealth Management, Asia
Mercer

Daniel Schiller
Global Accounts Manager
Assentis Technologies

Julia Leong
Partner, Financial Services & Risk Assurance
PwC Singapore

• How are today's technology and systems-related needs and priorities likely to develop?
  
• What tools or services will wealth managers of tomorrow need to stay ahead?
  
• How can banks better service client obsessions with smartphones and tablets?
  
• What does the next generation want from their banking experience?
  
• Are banks equipped to facilitate a move towards a quick, slick and personalised offering?
  
• How can technology be used to give clients more control of their portfolio?
  
• What will be the challenges in implementing new solutions?
  
• The client experience of the future: how can you more actively involve the clients along the entire advisory process through the way they use online and mobile channels?
  
• Will self-service banking ever become a reality?
  
• Where will the next mobile wave of investment product come from?
  

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Hoong-Shen Wong
Head of Client Reporting and Output, Singapore / Hong Kong
UBS Wealth Management

Ralph Mogicato
Member of the Board of Directors
Starmind

Ray Tubman
Chief Executive, Wealth Administration
GBST