We were delighted to host our 3rd annual Asian Wealth Management Forum 2013 in Hong Kong in February 2013.
Around 270 senior management, product gatekeepers, business-unit heads and other senior industry practitioners heard the views of market experts on the key issues, opportunities and challenges relating to clients, processes, products, strategy and platforms.
To view a video of the highlights from this forum, click here:
http://www.hubbislearning.com/video.php?vid=1363074864
To view the photos from the event, click on this link:
http://www.hubbislearning.com/forum/wmf2013_hk/photos.php
You can access the presentation materials via this link:
http://www.hubbislearning.com/forum/wmf2013_hk/presentations.php
Content from the event
Videos
- Malik Sarwar, HSBC
Finding a winning approach for Asian wealth management
http://www.hubbislearning.com/video.php?vid=1361957023§ion=
- Eduardo Leemann, Falcon Private Bank
Assessing the global wealth management landscape
http://www.hubbislearning.com/video.php?vid=1361957865§ion=
- Marcus Leese, Ogier
How banks and clients can stay compliant in 2013
http://www.hubbislearning.com/video.php?vid=1362448659§ion=
- Angelo Venardos, Heritage Trust Group
How to ensure integrity and win-win relationships
http://www.hubbislearning.com/video.php?vid=1362391671§ion=
- Michel Labrousse, StormHarbour
Challenges for wealth managers in 2013
http://www.hubbislearning.com/video.php?vid=1362449009§ion=
- Steve Chiu, Institute of Financial Planners of Hong Kong
The IFA landscape in Hong Kong
http://www.hubbislearning.com/video.php?vid=1362449899§ion=
- Daniel Kennedy, DST Global Solutions
Delivering value-add through technology solutions
http://www.hubbislearning.com/video.php?vid=1362392447§ion=
- Stewart Aldcroft, Citi
Expected investment appetite in 2013
http://www.hubbislearning.com/video.php?vid=1362450242§ion=
- Francis Ellison, Threadneedle Investments
Why investors should buy European equities
http://www.hubbislearning.com/video.php?vid=1362446443§ion=
- Jackie Choy, Morningstar
Why ETFs are a key tool for accessing growth markets
http://www.hubbislearning.com/video.php?vid=1362446759§ion=
- Maikel Sajangbati, Certified Wealth Managers’ Association, Indonesia
Indonesian wealth management outlook for 2013
http://www.hubbislearning.com/video.php?vid=1362448335§ion=
- Saiful Bahari Baharom, Labuan IBFC
The role of Labuan IBFC in wealth management
http://www.hubbislearning.com/video.php?vid=1362449400§ion=
Video presentations
- Hong Kong regulatory priorities
Mark Steward, Hong Kong Securities and Futures Commission
http://www.hubbislearning.com/video.php?vid=1361936584§ion=
- Taking a long-term outlook on the economy and markets
Roger McIntosh, Vanguard Investment Australia
https://www.hubbis.com/video_ppt/video_ppt.php?id=12
- Why you should buy European equities in 2013 – the strong will get stronger
Francis Ellison, Threadneedle Investments
https://www.hubbis.com/video_ppt/video_ppt.php?id=13
- The global ETF markets in 2012, and what's next?
Anson Chow, Deutsche Bank ETFs
https://www.hubbis.com/video_ppt/video_ppt.php?id=14
- Investing in China with ETFs - choosing the right flavour and avoiding potential pitfalls
Jackie Choy, Morningstar
https://www.hubbis.com/video_ppt/video_ppt.php?id=15
- Why clients MUST comply with their legal obligations
Marcus Leese, Ogier
https://www.hubbis.com/video_ppt/video_ppt.php?id=16
Video workshops
- Tailored sales material
Urs Tanner, Assentis Technologies
https://www.hubbis.com/video_ppt/video_ppt.php?id=20
- How can you differentiate yourself and maintain relevance in a competitive market environment?
Joanne Murphy, CAIA Association
https://www.hubbis.com/video_ppt/video_ppt.php?id=17
- Trusts and foundations – introduction and comparison
Marcus Leese, Ogier
https://www.hubbis.com/video_ppt/video_ppt.php?id=18
- Reflections on fund management in the US: lessons for Asia?
Arne Hilke, Morningstar Asia
https://www.hubbis.com/video_ppt/video_ppt.php?id=19
- How to access – and find value in – European equities
Francis Ellison, Threadneedle Investments
https://www.hubbis.com/video_ppt/video_ppt.php?id=21
Articles
- Creating a winning business model
http://www.hubbislearning.com/articles.php?aid=1363315674§ion=
- Will Hong Kong and Singapore be the new Switzerland?
http://www.hubbislearning.com/articles.php?aid=1363318399§ion=
- Tackling with the loss of risk appetite
http://www.hubbislearning.com/articles.php?aid=1363319249§ion=
- What is quality advice in the context of DPM?
http://www.hubbislearning.com/articles.php?aid=1363319041§ion=
- How can banks rebuild trust?
http://www.hubbislearning.com/articles.php?aid=1363318848§ion=
- DPM: how does Asia differ from elsewhere?
http://www.hubbislearning.com/articles.php?aid=1363318624§ion=
- Data related challenges in Asian wealth management
http://www.hubbislearning.com/articles.php?aid=1363315941§ion=
- How to use data to improve the client experience
http://www.hubbislearning.com/articles.php?aid=1363315145§ion=
Many thanks again to those people who participated in and attended the event, and especially to our sponsors: Deutsche Bank, Morningstar, Ogier, Threadneedle Investments, Vanguard, AG Delta, CAIA Association, Heritage Trust Group, International SOS, Labuan IBFC, ABN AMRO Private Banking, Assentis Technologies, DST Global Solutions, FinIQ, fundinfo.com, Solution Providers, Wealth-X, and BDO.
Thank you for your support.
Michael Stanhope
Chief Executive Officer
Hubbis
T 852 2563 8766
E michael.stanhope@hubbis.com