Michael Stanhope
Chief Executive Officer
Hubbis

• How big is the opportunity in Asia?
• What does wealth management mean to Asian clients?
• What is required to deliver value to Asian clients in today's environment?
• Is there (still) a role for European wealth managers to play in Asia? What is the benefit of having a presence in Asia?
• Thinking it is possible to import European private banking in Asia is not a viable approach. So what models are most likely to be successful?
• What are the main differences between offshore Europe and offshore Asia? How likely is it that we will see a Wegelin & Co scenario unfolding in Asia?
• What strategies can help firms penetrate the market and access a meaningful client base in Asia?
• How are independent models evolving in Asia? What has driven its growth, and what is the outlook for these firms? What is needed to help it grow and develop further?
• What are the main misperceptions around the business models of independent firms? What's needed to help the market grow?
• What is the extent and importance of the connectivity between Europe and Asia?
• What are the challenges in capturing the growth in wealth in this region? What does it take to win AUM from local clients in order to justify expansion in Asia?
• Do you actually need to book clients' assets in Asia? What are the pros and cons?
• How important to future business success is building strategic relationships with independent firms to access new clients in markets such as Indonesia, Thailand, Malaysia and Taiwan?
• How important today is brand awareness? What can firms of different models and sizes do to stand out in this ever-more crowded marketplace?
• Why is it so difficult for so many firms to capture the growth in wealth in Asia and therefore be as successful as they would like to be?

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Urs Brutsch
Managing Partner & Founder
HP Wealth Management

Kees Stoute
Founder
Sonam

Mario A. Bassi
Managing Director, Head of Asia
Solution Providers Management Consulting

David Leppan
Co-Founder and Chairman
Wealth-X

Philipp Piaz
Partner
Finaport

Philippa Allen
Chief Executive Officer and Managing Director
ComplianceAsia

• Hong Kong vs Singapore - does it matter?
• Regulatory "hot buttons"
• Accessing investors and capital
• What is the real PRC landscape?

Mario A. Bassi
Managing Director, Head of Asia
Solution Providers Management Consulting

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

• Structured products innovation in Asia - 2012 and 2013
• Introduction to AMC "actively managed certificates" based on Asian topics

Alexandre Bouchardy
Head, Fixed Income, Asia
Credit Suisse

• How to capture the Asian growth story?
• Hard or local currency bonds? Risks and return opportunities
• Onshore vs. offshore RMB: which way forward for investors?

• What are the components of a winning product offering in Asia?
• How do you find and access Asian investment opportunities for your clients?
• What's unique about Asian investors and their buying habits?
• How can you add value to clients who are looking to (a) preserve wealth (while also protecting against inflation, taxes, etc; and (b) grow wealth?
• What does "ASEAN" mean for opportunities and where is growth likely to come from?
• Which markets and asset classes to watch, and which to avoid
• How is the growing understanding and appreciation by clients of risk & return driving their investment decisions?
• What is the real potential for discretionary mandates?
• How do you get Asian investors to put their money in your hands?
• What are the common concerns and how can you overcome them?

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Harmen Overdijk
Head of Investments, Asia
EFG Asset Management

Vincent Lam
Chief Investment Officer
VL Asset Management

James Mak
Managing Director, Head of Co-Investments, Principal Investments, Asia
Macquarie Capital

Alexandre Bouchardy
Head, Fixed Income, Asia
Credit Suisse

Norman Villamin
Chief Investment Officer, Europe
Coutts

Vincent Lam
Chief Investment Officer
VL Asset Management

• Social issues that may last for a couple of decades
• Winners and losers of the upcoming IT and demographic changes
• Hong Kong, China and their relationship with the rest of the world
• Our investment strategies

Amit Shah
Executive Director and Head of International Business
IIFL Capital Pte Ltd

• India's growth story - perception vs reality
• Indian government and period of crisis
• Pillars of the Indian economy
• India - land of investment opportunities

• What are the main considerations when setting up and doing business in local jurisdictions?
• What are the complexities of operating in Asian markets?
• What infrastructure, systems and technology is required to set up operations successfully and efficiently in Asia? And what are the challenges in implementing them?
• What processes and systems are required to tackle the various regulatory, income, cost and other challenges the industry is facing?
• Given the magnitude of many requirements, how can smaller firms cope?
• The "do's and don'ts" when setting up in Asia?
• Where should you seek advice and how should you select your service providers?
• Where should you be based? Asian Dragon (Hong Kong as part of China) Vs Asian Tiger (Singapore) - is it a relevant argument?
• What are the best-practice risk management frameworks you need to employ?
• How are changing client requirements and the need to stand out by providing a robust infrastructure driving how you should look to build your platform?
• What are the investment processes and infrastructure requirements for you to get access to the various opportunities in Asia?

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Domenico Romeo
Founding Partner, Managing Partner, Head of Investment Advisory
Four Partners

Eddie Lim
Consultant, Financial Risk & Governance
BDO LLP

Urs-Peter Oehen
Co-Founder, Chairman & Chief Executive Officer
Expersoft Systems

Cliff Go
Chief Executive Officer
Swaen Capital

Michael Hartweg
Founding Partner and Deputy Chief Executive Officer / Chief Financial Officer
EFG Financial Products

Angelo Venardos
Chief Executive Officer
Heritage Trust Group

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

• What type of wealth planning-related advice is appropriate - and compliant - for Asian clients in today's increasingly regulated world?
• What trends are there in terms of which are the preferred trust structures for Asian clients? What is driving these structuring decisions and preferences?
• Given the number of jurisdictions in which you can set up a trust structure, does it make any difference where you set one up?
• What questions do advisers need to ask Asian clients to know what is best-suited to them?
• What do you see are the 3 major legal / regulatory issues at the moment for wealth planning in Asia?
• What 3 estate planning products do you see being used over the next 5 years in Asia?
• Over the next 5 years, which 3 wealth management centres will be at the forefront and why?

• What is the changing legal and regulatory environment in Asia?
• How does this impact independent asset managers, and single / multi-family offices?
• What are some of the compliance-related challenges faced by independent firms?
• What do the recent regulatory changes in Singapore mean for locally-based firms?
• In what ways does the approach in Hong Kong or other major wealth management centres differ?
• How do the regulators?view the industry and its players?
• How can industry players of all types strike a balance between remaining compliant and yet attractive to both clients and potential recruits?
• What are the evolving tax-related issues/challenges?
• How should you do proper fiscal planning?
• What are the challenges around software and technology to create relevant solutions?
• How do you ensure all staff have the right attitude towards compliance and will continue to play within the boundaries? How do you instil a sense of accountability in your employees?
• How has the evolving regulatory and compliance environment in Asia impacted your business and offering of products and services, for example asset management or wealth?(succession) planning?

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Massimo Hilber
Managing Director
Aris GSK Solutions

Peter Lee
Managing Director
Veco Invest Asia

Angelo Venardos
Chief Executive Officer
Heritage Trust Group

Philippa Allen
Chief Executive Officer and Managing Director
ComplianceAsia

Elaine Chan
Partner, Financial Services Regulatory
WongPartnership