Andrew Crooke
Editor
Hubbis

• What is the outlook for the development of Taiwan's wealth management industry?
• Where are the biggest opportunities and challenges?
• What does it take to build a successful wealth management business for Taiwanese customers?
• What is the real differentiator - product, systems, process, people or culture?
• What's required in delivering an excellent client experience?
• What are the processes, systems and technology involved in creating leading wealth management platforms and offerings?
• What are the best-practice risk management frameworks?
• What is the approach to product development?
• What are some of your challenges around attracting and retaining the right staff?, and how can these be tackled?
• How can organisations get the cost-income ratio right?

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Claude Haberer
Chief Executive Officer, Asia Pacific, Wealth Management
Pictet & Cie

KP Liu
Country Manager
Sinopro Financial Planning Taiwan

Chay Yiowmin
Partner, Audit & Assurance and Head, Corporate Finance
BDO LLP

James Waters
Fixed Income Investment Specialist
Threadneedle Investments

Ben Hwa
Sales Director, Wholesale Distribution, Taiwan
Threadneedle Investments

• Current themes: "search for yield" and "slow growth" themes lead to high yield and emerging market debt
• Likes and dislikes
• The importance of generating alpha

Jackie Choy, CFA
ETF Strategist, Asia
Morningstar

• Picking the right flavour of "China" exposure
• Can ETFs be used to exploit the differences between A & H shares?
• The risks of using ETFs to gain China exposure: (i) tax issues, (ii) QFII, RQFII

Chay Yiowmin
Partner, Audit & Assurance and Head, Corporate Finance
BDO LLP

This presentation will cover the internal controls of financial risk management in respect of the wealth management industry.

Peter Lee
Managing Director
Veco Invest Asia

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

• Why has the independent model been successful in Switzerland?
• What is the value proposition of independent asset management?
• How is this relevant to Asia?
• What can the independent asset management industry offer clients in Asia?
• How does the tri-partite relationship work?
• What are the key success factors for independent models?

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 financial education and awareness is needed to ensure the first generation plans their wealth over the long term, and doesn't end up destroying it?
• What are the opportunities for the development of trusts, estate planning and transfer of wealth?
• Are we about to see an explosion around opportunities in estate planning?
• Does the average adviser understand these issues, and know the right way to discuss them with their clients?
• What should be the motivations for succession planning, inter-generational wealth transfer and using trusts?
• What are the biggest pitfalls in the succession planning process for families? What is most likely to go wrong?
• How should clients view trusts in general?
• What are the particular issues relevant to Taiwanese families?
• How can families deal with evolving cultural changes related to gender and geography?
• What are some of the best practices around transfer of wealth, succession planning, tax and related issues which are in place in other markets that might be appropriate in Taiwan?

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Angelo Venardos
Chief Executive Officer
Heritage Trust Group

Peter Lee
Managing Director
Veco Invest Asia

Maikel Sajangbati, CWM
Member, Board of Advisors, and Counsellor
Certified Wealth Managers' Association, Indonesia

Eddie Lim
Consultant, Financial Risk & Governance
BDO LLP

Maikel Sajangbati, CWM
Member, Board of Advisors, and Counsellor
Certified Wealth Managers' Association, Indonesia

A "live" Q&A on stage:

• How is the Indonesian wealth management market developing? What are the main opportunities and challenges?
• What are the biggest regulatory issues in the industry? What more is needed to help it progress further and faster?
• How is the product offering evolving in Indonesia?
• To what extent is there connectivity between Taiwan and Indonesia from an investment perspective? How can this be increased?