Michael Stanhope
Chief Executive Officer
Hubbis

Julia Leung
Under Secretary for Financial Services and the Treasury
Hong Kong

• Key wealth and offshore market dynamics impacting Hong Kong
• Lessons learned from other markets
• Vision and plan for Hong Kong

Marco Montanari
Director, Head of Deutsche Bank ETFs and db-X funds, Asia
Deutsche Bank

• The Asian and Hong Kong ETF market compared with Europe and the US
• SWOT analysis of the ETF market in Asia
• Latest product development

• How does the new-norm of volatility and an uncertain investment outlook affect the conversations with your clients about appropriate products and strategies?
• Product differentiation – what do investors want today?
• What are Asian HNW investors’ new risk and return requirements?
• How important is volatility as a potential strategy or theme for clients?
• How might global market events impact Asian investments and opportunities in 2012?
• What are the investment themes that you should be on the look-out for with your clients?
• How will product structures and offerings evolve?
• How will clients approach risk and leverage going forward?
• How can you create a balance between tactical revenue generation, wealth generation and wealth preservation?
• How are evolving suitability requirements changing the relationship between product manufacturer, distributor and end-investor?
• What are the best practices in risk management that are being applied to client portfolios?

Chair

Andrew Crooke
Editor
Hubbis

Panel Members

Alexander Kobler
Regional Head of Investment Products & Services, Asia Pacific
UBS Wealth Management

Bryan Henning
Managing Director, Head of Global Research & Investments, Asia
Barclays Wealth

Stephen Corry
Chief Investment Strategist, Asia
LGT Bank

Graham Bibby
Chief Executive Officer & Chief Investment Officer
Richmond Asset Management

Paul Pong
Chairman
Institute of Financial Planners of Hong Kong

David Donora
Head of Commodities
Threadneedle Investments

• How, exactly, does an allocation to commodities benefit portfolio construction and diversification? (Equities and futures (swaps), passive or go active?)
• The outlook for oil and oil products in 2012: heightened tensions and geopolitical risks in the Middle East together with extremes in weather are contributing to enduring tightness in the energy market to lead to higher prices
• Commodity price risk is skewed to the upside
• Commodities as portfolio diversifier & an inflation-hedging tool. Creating a pure commodity play, without exposing investors to specific risks related to investing in commodity-related equities (regulatory, company management etc.); relatively uncorrelated to equities and bonds

Chan Ahn
Head of Equity Derivatives Structuring, Asia ex Japan
JPMorgan

• The case for cross-asset hedging
• Why VIX?
• Which VIX contract to use

Marcus Leese
Partner
Ogier

• Death, divorce and disputes can have catastrophic effects on families and their wealth
• The effects are inevitably much worse without preparation, planning and advice
• Simple steps can greatly limit the adverse impact.
• This can be done while preserving and enhancing the client/banker relationship

• How has the external asset management (EAM) industry developed in Asia to date?
• What has driven its growth, and what is the outlook for these firms?
• Where are the biggest opportunities in this space?
• What is needed to help it grow and develop further?
• Why has the EAM industry been so successful in Switzerland, and what potential does this show for Asia?
• What are the characteristics of EAMs that make them stand out?
• What is the investment approach of EAMs? What is their pricing model?
• How open are Asian clients to the idea of using an independent asset manager?
• What are some common reservations?
• To what extent is there overlap or competition between EAMs and private banks?
• What are EAMs looking for in custodians? What are they wary of / what do they avoid?
• How will regulatory crackdowns in Asia, and globally, impact the EAM industry in the region?
• What other challenges do EAMs face in Asia?

Chair

Andrew Crooke
Editor
Hubbis

Panel Members

Alan Luk
Head of Private Banking & Trust Services
Hang Seng Bank

Mike Imam
Managing Partner and Chief Executive Officer
Silverhorn Investment Advisors

Peter Lee
Managing Director, Veco Invest (Asia)
Veco Group

Philippe Legrand
Chief Executive Officer
London and Capital Asia

• How can you overcome the challenge of attracting, developing, motivating and retaining talent to achieve a culture of high performance for future growth
• 95% of mistakes are made before you even employ staff. How do you avoid them?
• Effective onboarding techniques – how can you align new staff with the organisation’s goals and culture?
• What can you do to reduce the constant poaching of staff?
• How can you engage your staff, enhance the client experience and make more revenue?
• What are the skills and attributes of a good private banker today?
• What are the components of a winning sales process to end-clients from start to finish
• How can you monetise training? And optimise sales performance?
• Retaining talent – finding a sustainable way to incentivise your staff and keep them loyal

Chair

Andrew Crooke
Editor
Hubbis

Panel Members

Nick Pollard
Chief Executive Officer, Asia
Coutts & Co

Lok Yim
Managing Director, Head of Private Wealth Management North Asia
Deutsche Bank Private Wealth Management

Arjan de Boer
Managing Director, Head of Private Banking, North Asia
ABN AMRO Private Banking

Henry Pang
Managing Director, Head of Wealth Management, Taiwan
BNP Paribas Wealth Management

Simon Lo
Business Strategy Specialist, Private Banking
Bank of China Macau

John Foley
Greater China Bureau Chief
Reuters Breakingviews

• Reuters Breakingviews columnists set the agenda for the year ahead with trademark financial insight on issues ranging from banking and M&A to equities, elections and, of course, the euro
• Look at the important business, economic and financial stories from all angles – the bright side, the dark side, Stateside, the buy-side, the sell-side – and the flip side

Sunny Ng
Director of Fund Research, Asia
Morningstar

• Is the traditional asset allocation framework still relevant?
• How does volatility affect tail risk?
• Does active management work?
• Is it possible to identify managers that outperform?

Andrew Graham
Portfolio Manager, Asia
Martin Currie

Edinburgh-based Martin Currie believes that an active approach to investing in Asian markets is key for delivering sustainable returns across market cycles. Andrew Graham will be presenting on the challenges and opportunities facing Asian equities and how these are reflected in the Martin Currie Asian Pacific Fund.

• Where are the biggest opportunities in Asian wealth management / private banking today? And in 3 to 5 years?
• With the ever-greater pressure on the bottom-line, what are the components of a sustainable and profitable strategy in the region?
• How can the private banking / wealth management industry live up to Asia’s many promises?
• To what extent do current business models need to be re-evaluated, overhauled or left to work over time?
• Is the future of Asian private banking offshore? Given the difficulties in making onshore platforms work and profitable?
• To what extent is consolidation likely, or inevitable, given the pressures coming from tougher regulations, intense competition, and rising costs (people, operations, compliance, etc)?
• Can private banks remain competitive in light of industry consolidation?
• How is client segmentation changing / evolving?
• What needs to be done in today’s challenging times to enhance the client experience? What does it take to deepen relationships with existing clients today?

Chair

Michael Stanhope
Chief Executive Officer
Hubbis

Panel Members

Peter Flavel
Chief Executive Officer
J.P. Morgan Private Wealth Management, Asia

Samuel Suen
Head of Private Bank, North & North-East Asia
ANZ Private Bank

Gary Tiernan
Global Head of Relationship Management, Investment Advisory & Fiduciary
Standard Chartered Private Bank

Eric Fu
Head of Wealth Development, Hong Kong, Retail Banking and Wealth Management
HSBC

Yvonne Hsin
Managing Director, North Asia Head, Private Banking
DBS Private Bank

Jackie Choy
ETF Strategist, Asia
Morningstar

• What is active and passive investing?
• Using active strategies and index ETFs together
• Other applications for using ETFs

Andrew Graham
Portfolio Manager, Asia
Martin Currie

Our Asian investment process uses an in-depth research-driven approach to stock selection. In this session Andrew Graham explains the key fundamentals and drivers they look for from the region’s compelling investment opportunities.

Andrew Clark
Head of Innovation and Chief Index Strategist
Thomson Reuters

In this presentation we will use three new market indicators to look at the past, present and future stock movements in APAC. We will marry these indicators with an existing tool – moving averages – in order to:

• Get a good look at the momentum and the energy in the individual APAC markets today
• Where price and volume may go in the future
• And the necessity of understanding the relationship between price movement and volume when making an assessment of where a particular market may go

We will also discuss a new investment strategy that can help determine entry and exit points.

David Donora
Head of Commodities
Threadneedle Investments

• How a portfolio can benefit from short covering in term structure, physical market weakness and logistical bottlenecks
• Relative value trades within the commodities sector – picking the winning sectors
• Managing your swap exposure
• What’s the upside in 2012?
• Gold in 2012. Is it over?

Marco Montanari
Director, Head of Deutsche Bank ETFs and db-X funds, Asia
Deutsche Bank

• Who invests in ETFs ?
• What really matters to ETFs investors ?
• How to maximise ETFs' potential in the private banking advisory and discretionary space

Chan Ahn
Head of Equity Derivatives Structuring, Asia ex Japan
JPMorgan

• How did some of the popular tactical hedging strategies perform historically (since the Great Depression…)?
• What should we do when VIX is below 15?
• How about when VIX is above 45?

Marcus Leese
Partner
Ogier

Charlie Sparrow
Director
Ogier

Thierry Zuppinger
Chief Executive Officer
Quartal Financial Solutions

Gerd Klask
Sales Director
Quartal Financial Solutions

• Introduction to Quartal Financial Solutions and solution portfolio
• Wealth management in Asia - business challenges and requirements
• Added value and competitive advantages
• Case study: client fee billing

• How are the ways that Asian wealth management firms / private banks are using technology evolving in today’s environment?
• What are some of the technology and systems-related needs and priorities?
• How can the use of technology and automated processes be increased to deal with some of the challenges relating to rising costs of doing business, the spotlight on suitability, the need to increase efficiency, and the requirement to enhance client service?
• What role should technology play as part of the client experience?
• What are the tools that RMs need to do the job today?
• How can technology increase staff loyalty?

Chair

Andrew Crooke
Editor
Hubbis

Panel Members

Gerd Klask
Sales Director
Quartal Financial Solutions

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

Markus Russ
Regional Manager, Asia Pacific
Finnova

Roland Slee
Managing Director, Asia Pacific
Bravura Solutions

John Vander Vennet
Managing Director, Asia Pacific
SunGard Wealth & Private Banking