Andrew Crooke
Editor
Hubbis

• What do today's opportunities and challenges for the Asian wealth management industry mean for how the business is likely to develop?
• What are your biggest priorities in keeping pace with today's rapidly-evolving investment, regulatory and technology environments?
• How can various players adapt to this highly-challenging environment? From client onboarding through to ongoing portfolio reporting.
• Can organisations of different sizes really compete in the same space anymore?
• Are wealth managers really geared up enough to deal with the increasingly complex needs of clients?
• What is now required to deliver value to clients?
• Where will scalability come from? How can you achieve this?
• What are the solutions to standardising processes across the region?
• How can you create flexibility with a single regional platform?
• Is it possible to enhance efficiency and drive down the cost of doing business while not compromising service delivery?
• And how can you balance this with the need to be innovative?
• Where is the line between human interaction and technology solutions in service delivery?

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Nick Alter
Executive Director, Chief Technology Officer Private Bank Asia Pacific
JPMorgan Private Bank

Stanley Yu
Director, Group Technology
UBS Wealth Management

Terence Tam
Executive Director, Head of Wealth Management Technology, Asia ex-Japan
Nomura

Nitin Arora
Manager
Solution Providers Management Consulting

Timothy Lo
Managing Director
CIC Investor Services

Martin Frick
Head APAC
Assentis Technologies

• challenges we face
• e from monitoring positions to enabling clients to act
• solidated client reporting

Daniel Kennedy
Regional Solution Manager - Asia
DST Global Solutions

• 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 are the top 3 regulatory challenges for the industry over the next 12 to 24 months, and how are these likely to impact the way organisations view and use investment data?
• What is the right approach to solve the data challenge - buy or build?

Nick Griffith
Head, North Asia and Australia
Wealth-X

• The ultra wealth landscape
• How well do you know your current clients?
• How a big data approach can find your future clients
• The Wealth-X way: social graph is crucial

Steve Knabl
Chief Operating Officer
Swiss Asia Financial Services

• How do you expect the wealth management industry to evolve over the next few years in Asia?
• Can you explain to me the notion of "Independent Wealth Manager"?
• What struggles do small Independent Wealth Managers face in Asia?
• How can a platform like yours assist wealth managers?
• Do you think there would be a large outflow of private bankers from the large private banks to an independent platform, or to set up their own shop?
• How would you say changing regulation has impacted your business in Asia?

• What are your strategic goals from an operational and IT perspective? How can these be achieved?
• How are you transforming or modernising core banking systems to increase flexibility in service offerings?
• How are you streamlining architecture from a business-enabled technology perspective?
• Buy versus build - what is the best way forward?
• How do you get buy-in from all stakeholders when making strategic decisions and planning for smooth implementation and integration?
• In what ways can you achieve better efficiencies through real-time information processes?
• How can you overcome challenges in delivering innovations to market?
• Is outsourcing likely to become popular in Asia?
• How do your technology and processes support clients and advisers throughout the advisory process (planning / implementation / monitoring)? How do you identify and close gaps by using technology?
• How are you incorporating more business intelligence in management reporting?

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Franky Tse
Assistant General Manager, Head of Information Technology
Public Bank (Hong Kong)

Beng Kin Choi
Managing Director CM & IWM IT Asia-Pacific
RBC Wealth Management

Mahesh Bulchandani
Chief Executive Officer, Asia Pacific Operations
FinIQ

Sameer Chishty
Partner, Head of Global Wealth Management Practice
Bain

• What are the key steps to the successful onboarding of clients?
• How are emerging technologies reshaping the way you connect with customers?
• What trends are emerging in the way wealth management firms are improving the client experience to contribute to increase client loyalty, transparency and communication - by using all available channels and technologies?
• What are the key digital trends and how do they impact the Asian wealth management industry?
• What does it take to leverage technology to drive customer acquisition and retention across multiple distribution channels?
• In what ways can you advance the future with customer insights and analytics?
• How do you grow revenue from existing clients through up-selling and cross-selling?
• How can you draw value from increasing volumes of structured and unstructured data?
• Avoiding the pitfalls of poor data management
• How can wealth managers create a competitive advantage through investment data-driven insights?
• Why is there demand for RMs to have mobile access to investment data and reports?
• How can social media facilitate personalised customer engagement?
• To what extent can you reach new markets using social channels?
• Do organisations make enough use of client reporting? What more should they be doing?
• What are the tools wealth managers need to do the job?

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Peter Rutherford
Director, Information Technology
Credit Suisse Private Banking

Panos Archondakis
Executive Director, Channels and Workbenches, APAC
UBS Wealth Management

Martin Frick
Head APAC
Assentis Technologies

Nick Griffith
Head, North Asia and Australia
Wealth-X

Mahesh Bulchandani
Chief Executive Officer, Asia Pacific Operations
FinIQ

Structured products are by nature varied in their construct. However regulators expect them to be controlled tightly, customers want new ideas, customers also want credit lines against structured products. Margins are low and cost base threatens to escalate. Automation provides the key.

• Product definition automation: market opportunities evolve, new products get launched
• Pre-trade automation: real-time suitability checks. Real time credit availability checks
• At-trade automation: electronic market place between buyers and sellers
• Post-trade automation: accruals, fixings, corporate actions, auto-calls, barrier

Trevor Keidan
Chief Executive
Infinity Financial Solutions

• How is the role of an IFA developing in today's more demanding environment for financial advice?
• What are some of the key game-changers affecting the industry?
• How does this impact the way that the various products and solutions need to be delivered?
• What infrastructure do firms need to support and drive the business?
• What is the role of technology and systems against this backdrop?
• How does technology help with the growing compliance burden?
• What are the component parts of delivering a world-class customer experience - and how can you ensure you implement it effectively?

Tim Pagett
Principal, Practice Leader Hong Kong
Deloitte Consulting