Andrew Crooke
Editor
Hubbis

• What is the outlook for the development of Taiwan's wealth management industry?
  
• Where are the biggest opportunities and challenges? What can wealth management professionals do to make the most of the opportunities?
  
• How can the domestic market develop from its current base to create the infrastructure required to service wealthy individuals?
  
• Are firms really prepared to make the required commitment to growing a wealth management business, given this will likely take several years?
  
• What is the real differentiator - product, systems, process, people or culture?
  
• What are the biggest regulatory issues?
  
• What is the psychology of typical clients in Taiwan?
  
• What's missing within Taiwan's wealth management market which prevents it from moving to the next level and stage of development
  

Chair

Andrew Crooke
Editor
Hubbis

Panel members

John Huang
Chief Executive, Private Banking
Cathay United Bank

Taylor Liao
President, Marketing
Smartlife Financial Adviser

Adam Lee
Director of Private Clients - North Asia
Amicorp Group

KP Liu
Country Manager
Sinopro Financial Planning Taiwan

Edward Yum
Managing Director, Hong Kong and Taiwan
Amicorp Group

• Existing Exchange of Information (EOI) standards, failures and developments
  
• FATCA and Intergovernmental Agreements (IGAs)
  
• IGA and reciprocity
  
• G20 Summit 2013: to a global system of automatic EOI
  
• Impact on Asia's private wealth market
  
• Solution: anticipate with compliant structuring
  

Michael Leithead
Head of Fixed Income
New Capital, EFG Asset Management

David Chou, CFA
Marketing Officer, Taiwan
Morningstar

Hsin Chiao
Managing Director, Structured Solutions
Leonteq

• Three tools that will help you make a difference
  

Huan Qi Tan
Head of Business Development
Allocated Bullion Solutions

• London gold market origins and its evolution
  
• Physical gold pricing and demand
  
• Is the wealth sector fulfilling Asia demand
  
• Value proposition for wealth sector
  
• Wealth sector infrastructure
  
• Impediments to scalability - transparency, liquidity, and collateral
  

Matthew Corbin
Head of Private Clients - Asia
Amicorp Group

Adam Lee
Director of Private Clients - North Asia
Amicorp Group

• What financial education and awareness is needed to ensure the first generation plans their wealth over the long term, and doesn't end up destroying it?
  
• What are the opportunities for the development of trusts, estate planning and transfer of wealth?
  
• Are we about to see an explosion around opportunities in estate planning?
  
• Does the average adviser understand these issues, and know the right way to discuss them with their clients?
  
• What should be the motivations for succession planning, inter-generational wealth transfer and using trusts?
  
• What are the biggest pitfalls in the succession planning process for families? What is most likely to go wrong?
  
• How should clients view trusts in general?
  
• What are the particular issues relevant to Taiwanese families?
  
• How can families deal with evolving cultural changes related to gender and geography?
  
• What are some of the best practices around transfer of wealth, succession planning, tax and related issues which are in place in other markets that might be appropriate in Taiwan?