Andrew Crooke
Editor
Hubbis

• How do advisory models need to evolve to adapt to a more challenging environment, for example relating to regulation - such as the banning of inducements and suitability issues - and to meet increasing client expectations?
• Is it realistic to expect any changes in Asia at all?
• What does a successful advisory process and model look like today?
• What are some examples of how bankers and advisers should now engage clients in conversations?
• To what extent can - or even should - various parts of the sales and advisory processes be industrialised in practice to keep costs under control and increase efficiencies? Can this be done without sacrificing the quality and completeness of the advice delivered?
• What does it take to be able to convince clients of paying fees for advice? In which cases and for which types of clients can this work?
• What is the real potential for discretionary mandates? What will it take to get Asian investors to put their money in someone else's hands?
• Is DPM likely to ever become prominent in Asia?
• What else can be done in today-s environment to help RMs and other advisers interact with clients more proactively?

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Stefan Mueller
Head of Advisory, Products & Sales, Private Banking, Asia Pacific
Credit Suisse

Salman Haider
Managing Director, Head of South-east Asia
J.P. Morgan Private Wealth Management

Torsten Linke
Managing Director, Head of Relationship Management, South-east Asia
Standard Chartered Private Bank

Andrew Hendry
Managing Director, Asia
M&G Investments

Mykolas Rambus
Chief Executive Officer
Wealth-X

Ron Lee
Chief Investment Officer and Head of Investment Services, Asia
Union Bancaire Privee

Francis Ellison
Client Portfolio Manager
Threadneedle Investments

• Where are the "sweet spots" in European equities
• Why should you invest?
• How to avoid missing the opportunity

Sam Manchanda
Vice President, Passive Investments
Deutsche Asset & Wealth Management

• The momentum of ETFs - market growth and flow trends
• Expanding spectrum of ETF variety in Asia
• ETFs are not only about beta - Smart Beta at low cost is the new solution
• Key risk considerations and misconceptions
• Online resources

Peter Williams
Director, Structured Solutions, South-east Asia
EFG Bank, Singapore Branch, EFG Financial Products Division

• Introduction to LEONTEQ
• Product creation through the Constructor Tool
• Underlying optimisation - finding the best combination of underlyings to optimise the risk/return award
• Actively Managed Certificates - customised portfolio solutions

Johnny Heng
Head of Active Advisory, Asia
Coutts

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

• What should investors be doing to try to protect their wealth in today's investment landscape?
• What are the new ways to think about strategic asset allocation?
• What are some of the best practices for remaining disciplined and "on track"?

Nick Blake
Principal and the Head of European Retail Business
Vanguard

This session will explore the regulatory, risk and commercial challenges facing financial planning businesses and how some of the world's most successful practices have overcome them. In particular it will consider:

• How firms are increasing their profitability against a backdrop of competitive pressure
• How to cross the income chasm and build embedded value
• Why risk is a value not a chore
• How firms are doing less, but achieving more, for their clients

Arne Hilke
Research Analyst
Morningstar Asia

• Lessons in past performance: what is it good for?
• How Morningstar uses five pillars of analysis when evaluating funds
• Looking under the hood: what top-performing funds have in common

Martin Frick
Head APAC
Assentis Technologies

• Business needs and trends
• A live demo - how it works in practice

• How has the product offering developed?
• What are some of the effective ways to bring investment know-how and innovation to clients?
• How is the decision-making process evolving in relation to the product shelf?
• To what extent is the growing understanding and appreciation by clients of risk & return driving their investment decisions?
• Are their actions a logical conclusion of the original thought process? If not, how can an adviser help clients to bring the two closer together to achieve an investment performance that is less likely to surprise the client in the end?
• How should RMs assess the current portfolio mix for their clients, and in turn develop a more tailored asset allocation for the medium and long term?
• What is a rational approach to diversification for clients in today's environment?
• How can RMs add value to clients who are looking to (a) preserve wealth (and this should be while protecting against inflation, taxes, etc, not just park cash in short-term deposits); or (b) grow wealth?

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Dany Dupasquier
Head Fund Select, Group Funds & Alternatives, Group Wealth Management
Standard Chartered Bank

Stephanie Lair
Head of Investment Services, Asia Pacific
BNP Paribas Wealth Management

Dennis Harhalakis
Head of Products & Services, Private Banking
Chinatrust Commercial Bank

Hansi Mehrotra
Managing Director, India
Hubbis

• What do "ethics" really mean in the context of wealth management?
• What is the role of ethics in Asian wealth management? Why is it so important?
• Why has there been such a limited focus on this to date?
• What is the starting point for wealth managers - and every client relationship?
• How can sales be made in an "ethical" way?
• Is there an increasing blurring of lines between different wealth management organisations? What are the implications of this for the industry as a whole?
• To what extent are the various compliance and regulatory obligations posing a threat to the credibility of the industry going forward?

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Michel Longhini
Chief Executive Officer, Private Banking
Union Bancaire Privee

David Bellingham
Chief Executive Officer & Responsible Officer
Professional Investment Advisory Services

Sim Bock Eng
Head, Specialist & Private Client Disputes
Partner, Private Wealth Practice
WongPartnership LLP

Anthonia Hui
Chief Executive Officer
AL Wealth Partners

Glen Chee
Head of Legal & Compliance
Heritage Trust Group

Marcus Leese
Partner
Ogier

• Why past behaviour is no longer acceptable
• The new compliance landscape
• The advantages to clients of complying
• The disadvantages for clients of not complying
• The advantages to you of clients complying

Nigel Rivers
Managing Director, Hong Kong, and Regional Director of Private Clients, Asia Pacific
TMF Group

Rachel Armstrong
Singapore Bureau Chief for Reuters News
Thomson Reuters

• What is the real differentiator - product, systems, process, people or culture?
• To what extent can - or even should - various business processes be industrialised in practice to keep costs under control and increase efficiencies?
• What aspects of the platform can - and should - be automated?
• Is it possible to enhance efficiency and drive down the cost of doing business while not compromising service delivery?
• What are the processes, systems and technology involved in creating leading offerings?
• What will be the challenges in implementing them?
• What can be done to enhance the overall customer experience?
• What is best practice in talent management and development?
• How are emerging technologies and processes reshaping the way you connect with customers? How should online and mobile offerings be developed to drive the business to the next stage?
• How will client reporting needs change in the upcoming years and what will be the impact on the middle office and especially the performance measurement function?
• What new measures is the industry undertaking to monitor risk?
• Where are do you see the largest innovation being made in performance measurement technology?

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Hans-Peter Borgh
Chief Commercial Officer for Asia and the Middle East
ABN AMRO Private Banking

Mahesh Bulchandani
Chief Executive Officer, Asia Pacific Operations
FinIQ

Andrew Au
Chief Executive Officer
AG Delta

Daniel Kennedy
Regional Solutions Manager, Asia
DST Global Solutions

Joanne Murphy
Managing Director, Asia Pacific
CAIA Association

David Chee
In-house Legal Counsel
Portcullis Trust (Singapore) Ltd

Marcus Leese
Partner
Ogier

This workshop will comprise two case studies:

1. An example of the use of a BVI VISTA to hold a diverse range of assets for a wealthy family for succession planning and creditor protection
2. An example of the use of a Guernsey Reserved Powers Trust to acquire and hold a London property in a tax-efficient way

Douglas M Yones
Head of ETFs, Asia
Vanguard

Join Vanguard for a discussion on fixed income ETFs. This will review:

• Why bond ETFs make sense in an investor's portfolio
• How to best select and use bond ETFs
• A look at global cash flow trends
• Key challenges facing bond ETFs in Asia

Peter Williams
Director, Structured Solutions, South-east Asia
EFG Bank, Singapore Branch, EFG Financial Products Division

• Create real-time online product pricing
• How to create an optimised product to benefit your clients' portfolio
• Actively Managed Certificates - product insight & management based on existing structures

Francis Ellison
Client Portfolio Manager
Threadneedle Investments

• Getting value out of European companies
• What makes a good business model and how we look at this
• The investment process - how we find the 'sweet spots' within European companies
• What to watch out for
• How this translates to strong consistent performance in our European Equities Fund range

Joanne Murphy
Managing Director, Asia Pacific
CAIA Association

• Hear more about the Chartered Alternative Investment Analyst (CAIA) Programme
• Learn how acquiring a broader skill-set and a deeper understanding of the alternative investment industry will help you in a fast-paced changing environment
• Expand your professional horizons and understand how obtaining your CAIA charter could help you with your career aspirations