ASIAN WEALTH MANAGEMENT FORUM 2015 - AGENDA
 

8.40am
Registration

 

 

9.00am
Welcome Address
 

James Mirfin
Managing Director, Financial & Risk, North Asia
Thomson Reuters

 

 

 

9.05am
Keynote Presentation
Disruptors in wealth management: automated advisors - A North American Perspective

 

Paul Metcalfe
Head of Wealth Management Proposition
Thomson Reuters

• How is technology changing the industry?
• What are the opportunities for wealth advisors in adopting automation?
• How to stay competitive in an increasingly automated wealth management environment?

 

 

9.25am
Panel Discussion
Private banking – does size matter?

• Do you need economies of scale to be successful in today’s market?
• What does independent mean to you?
• Can small firms overcome the challenges of the regulatory and compliance environment?
• Outsource or build it yourself. What’s best?
• Does digital level the playing field?
• What’s your niche?
• What’s an acceptable return on your investment?

 

Chair

 

Rob Agnew
Partnerships Director, North Asia
Thomson Reuters

 

Panel Members

 

Geoffroy De Ridder
Managing Director and Operating Head, Asia Pacific
UBS Wealth Management

 

Andrew Niles
Executive Director, Head of International Client Division
BOC International

 

Harmen Overdijk
Managing Partner
Caidao Wealth

 

Philippe Legrand
Chief Executive Officer
London and Capital Asia

 

Sameer Chishty
Partner, Head of Global Wealth Management Practice
Bain

 

 

10.05am
Presentation

Creating a new investment experience

 

David Schmid
Chief Executive Officer and Managing Director, Asia
Leonteq Securities

 

• Leonteq Securities - next generation structured products
• Redefining the origination and distribution of investment products in Asia
• Leonteq - DBS partnership model

 

 

10.25am
Panel Discussion
Sticky Assets

• How can asset management companies and distributors make assets stickier?
• Moving from a short-term to long-term mind-set – how can you achieve and execute this?
• The Asian wealth management industry is facing the significant challenge and balancing act of needing to make money, yet also fulfilling their increasingly-complex regulatory obligations. What is your role in this?
• How should advisory processes and models be developed?
• To what extent can – or even should – various parts of the sales and advisory processes be industrialised to keep costs under control and increase efficiencies?
• Will managed solutions or DPM become a meaningful part of your business?
• The possibility of rising interest rates will cause deleveraging in the bond markets. What asset classes will be best in 2015?

 

Chair

 

Michael Stanhope
CEO & Founder
Hubbis

 

Panel Members

 

Roger Bacon
Managing Director, Head of Managed Investments Platform
Citi Private Bank

 

Angel Wu
Regional Head Products & Solutions, Private Banking Asia
ABN AMRO Private Banking

 

Anthony J. Harper

President and Chief Executive Officer, Managed Investments – Asia Pacific

BNY Mellon

 

Danny Howell
Managing Director, Head of Offshore Wealth Management
CreditEase

  

11.05am
Refreshments & Networking

 

 

11.30am
Presentation

Is there space for a platform market in Asia and what will the catalysts be for the emergence of such structured investment offerings?

 

Alex Buerge

Managing Director and Head of Investments, Managed Investments – Asia Pacific

BNY Mellon

 

• The emerging demand for discretionary
• The challenges of taking on third party infrastructure
• The likely catalysts for change
• The areas where platforms will be most successful
• Education

 

 

11.45am
Panel Discussion
How will the insurance industry evolve in Hong Kong amid the regulatory onslaught and new distribution dynamics?

• What are the key drivers for insurance companies developing their local offerings?
• What are the main regulatory developments we will see next year? What opportunities and challenges does that create for you?
• How should the regulators help facilitate the industry's further development?
• In what ways are regulatory reforms affecting the propositions for various insurance products? What new products are you developing as a result?
• How is the distribution model developing?
• Why is Hong Kong so appealing for China clients interested in buying insurance products here?
• How important is training and development to you? Examples of what you are doing?
• Are you doing more / intend to do more in wealth management?

Chair

 

Michael Stanhope
CEO & Founder
Hubbis

 

Panel Members

 

James Tan
Managing Director, Asia
Friends Provident International

 

Lawrence Nutting
Chief Distribution Officer
Manulife

 

Wim Hekstra
Chief Executive Officer
Sun Life Financial

 

David Varley

Head of High Net Worth - Asia

AXA

 

 

12.25pm

Panel Discussion
What are the key disruptive forces shaping asset management of tomorrow?

• What are the big trends, opportunities and challenges in global asset management?
• How are you positioning your business in line with these?
• How will the market develop over the next 12 months?
• What are the main challenges and opportunities you foresee for the industry and wholesale distribution?

 

Chair

 

Michael Stanhope
CEO & Founder
Hubbis

 

Panel Members

 

Tino Moorrees
Chief Executive Officer, Hong Kong
BNP Paribas Investment Partners

 

Tobias Bland
Chief Executive Officer
Enhanced Investment Products

 

Mabel Chan
Head of Wholesale Distribution, Asia
Henderson Global Investors

 

Marc Geary
Head of Family Office Services
Harris Fraser Group

 

1.00pm

Presentation

Accessing China’s A Share market through domestic Sunshine Managers

 

Richard Williams

Head of Investment, Hermes Greater China

Hermes Investment Management

 

• China A shares – pro’s and cons of active versus passive approach
• Active management – The pro’s and cons of Sunshine managers
• Accessing Sunshine managers for China A share exposure

 

1.10pm
Lunch

 

 

1.55pm

Panel Discussion
Learning & professional development in Hong Kong. Are we really qualified and competent enough to add value to our clients? 

• What does a world-class professional development framework look like?
• Is there an adequate framework in Hong Kong to assess the competency of advisers that are providing financial advice to their clients at the retail or HNW level?
• Is continuous professional education in Hong Kong a pointless box ticking exercise? What can we do to improve?
• How can training be viewed as an investment? Not an annoying cost?
• What will it take for advisers to move it to the next level in terms of professionalism, quality of advice, product range and a fee-for-service model?
• Can advisers make the shift from product to a more holistic offering?
• What’s more important; Technical skills, the effectiveness of the advisor or soft skills?

Chair

 

Michael Stanhope
CEO & Founder
Hubbis

 

Panel Members

 

Greg Heaton
Senior Director and Head of Licensing Department
Securities and Futures Commission

 

Reto Fuchs
Founder and Director

Skillfox

 

Paul Smith
President and Chief Executive Officer
CFA Institute

 

Nick Pollard
Head of International Learning and Development
Coutts

 

Anna Wong
Board Member
Hong Kong Securities and Investment Institute

 

Alvin Ma
Senior Managing Director, Head of Private Banking

EFG Bank

 

Joanne Leung
Managing Director
Private Wealth Management Association

 

2.40pm

Presentation
Should I become independent?

 

Philippe Legrand
Chief Executive Officer
London and Capital Asia

• What are my options?
• Is the regulatory framework different?
• Pros and cons - is the grass greener on the other side?
• Would I be competing with my previous employer?

 

2.55pm
Panel Discussion
To what extent is there a re-awakening for structured products in Asia? 

• What’s hot and not in structured products in 2015?
• What are the next steps around automation and industrialisation of this sector?
• Has the industry won back clients confidence?
• What did we learn from 2008?

 

Chair

 

Michael Stanhope
CEO & Founder
Hubbis

 

Panel Members

 

Lemuel Lee
Head of Third Party Distribution, Asia Pacific, Equity Derivatives Group
JPMorgan

 

Adam Cowperthwaite

Head of Equities - Asia Pacific
Citi Private Bank

 

Andrew Au
Chief Executive Officer
AG Delta

 

Mark Munoz

Managing Director

Contineo

 

Krisztina Anspach

Head of Structured Equity Sales, Asia ex Japan Global Markets

BNP Paribas

 

Harry Krkalo

Executive Director

Leonteq Securities

 

3.30pm
Refreshments and Networking

 

 

3.55pm

Presentation

Are you being served?

 

Stephen Murphy

Country Manager, Greater China

SmartStream 

• What are the current drivers for private wealth managers? 
• What are the common hurdles to operational excellence faced by private wealth managers?
• Why are middle- and back-office processes not already automated?
• How is automation going to help private wealth managers to improve/achieve better customer service?
• Will this help private wealth managers to keep pace with today’s rapidly-evolving investment objectives and regulatory requirements?
• Is it possible to enhance efficiency and drive down the cost of doing business while not compromising service delivery?

 

4.10pm

Presentation

Where is the appetite to invest in 2015?

 

Seamus Donoghue

Chief Executive Officer

Allocated Bullion Solutions

 

Based on the results of a survey of forum participants, this presentation will explore:

 

• What are the key markets and asset classes to watch in 2015?
• What is concerning investors?
• What is the outlook for gold? To what extent is there demand in client portfolios?

 

4.20pm
Panel Discussion
How can you stay ahead in wealth management today?

 

• What are your priorities in 2015?
• How are you looking to develop your platform in the next few years?
• How will you deal with the requirements of increased transparency and disclosure, AML, FATCA, CRS and exams for advisers?
• Is there genuine demand from Chinese clients for more rational wealth management and wealth planning? How will that develop?
• Will all the growth for Hong Kong based banks come from China?
• Is a digital strategy more important than client service?

 

Chair

 

Michael Stanhope
CEO & Founder
Hubbis

 

Panel Members

 

Nigel Rivers

Global Head of Private Clients

TMF Group

 

Arjan de Boer
Managing Director, Head of Private Banking North Asia
ANZ Private Bank

 

Timothy Lo
Managing Director
CIC Banque Privee

 

Malik Sarwar
Global Head of Wealth Solutions, Group Wealth Management
HSBC

 

Jennifer Lai

Director and Head of Business

Henley & Partners

 

Andrew A. Darfoor

Senior Vice President & Chief Executive Officer

Sun Life Financial

5.05pm
Forum Ends