Asian Wealth Management Forum 2015 - Singapore

 

8.40am

Registration

 

9.00am

Welcome Address

 

Neil Pabari 
Head of Market Development, Asean
Thomson Reuters 

 

9.05am

Keynote Address
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?

 

9.20am

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

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel Members

 

Paul Hodes
Managing Director, Head, Wealth Management, Consumer Bank, Asia Pacific
Citibank

 

Thomas Meier
Region Head Asia Pacific, Member of the Executive Board
Bank Julius Baer

 

Peter Flavel
Chief Executive Officer, Private Wealth Management, Asia
JPMorgan Private Bank

 

Evrard Bordier
Managing Partner
Bordier & Cie

 

Michael Blake
General Manager, Asia
Coutts

 

Cornelius Ehrat
Director, Senior Investment Advisor, South-east Asia
Rothschild Wealth Management

 

9.55am

Presentation
Developing effective technology solutions

 

Abhra Roy
Head, Finacle Wealth Management Solution
Infosys

 

• Building the right solutions
• Meeting clients’ needs

 

10.10am

Presentation
Creating a new investment experience

 

Harry Krkalo
Executive Director
Leonteq Securities

 

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

 

10.25am

Refreshments & Networking

 

10.50am

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 the second half of 2015?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel Members

 

Bryan Henning
Managing Director, Head of Global Investments and Solutions - Asia, Middle East & Africa
Barclays

 

Rajesh Manwani
Head of Product Management, Asia Pacific
Credit Suisse Private Banking

 

Simon Grose-Hodge
Managing Director, Head of Investment Advisory, South-east Asia
LGT Bank

 

Hans Goetti
Head of Investment, Asia
Banque Internationale A Luxembourg

 

Damien Mooney
Managing Director, Head of Retail Business & Chief Marketing Officer, Asia Pacific
BlackRock

 

Lennie Lim
Managing Director, Regional Head, Asia
Legg Mason Global Asset Management

 

11.30am

Presentation
The rise of liquid alternatives

 

Scott Collinson
Head of Alternatives, Asia
Franklin Templeton Investments

 

• In recent years, demand for greater liquidity and transparency along with lower volatility has led to growing appetite for liquid alternatives
• Find out how investors can benefit from an allocation to this asset class in an increasingly challenging investment environment of toppish equity markets and rising interest rates

 

11.45am

Presentation
The need for discretionary in Asia: case studies

 

Christopher Faddy
Managing Director & Head of Distribution, Asia Pacific
BNY Mellon Managed Investments

 

• Outline the various demand drivers for discretionary
• Discuss some of the challenges and solutions
• Examine the decisions that private banks and institutions have made through case studies

 

12.00pm

Presentation
What do top advisers say and what do investors really think?

 

Mark Nelligan
Chief Executive Officer, Singapore
Pershing Securities

 

To build a successful practice, you must effectively tell people what you offer and why it’s important to them. A well-crafted value proposition is an opportunity for advisers to promote the growth of their businesses. It uses language that sets them apart and resonates by telling a story that is accurate and appealing. Using Pershing LLC’s recent study “What Do Top Advisors Say and What Do Investors Really Think?” as a backdrop, Mark will focus on key factors that can help advisers differentiate themselves and their services.

 

12.15pm

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
Chief Executive Officer & Founder
Hubbis

 

Panel Members

 

Hugh Young
Managing Director
Aberdeen Asset Management Asia

 

Anthony Siau
Chief Executive Officer, and Regional Head of Group Institutional Business
RHB OSK Asset Management

 

Terence Lam
Managing Director, Head of Sales and Marketing, Asia-Pacific
AXA Investment Managers

 

Stephen Grundlingh
Co-Chief Executive Officer and Regional Head, South-east Asia
Franklin Templeton Investments

 

Alexander Henderson
Managing Director, Asia
Henderson Global Investors

 

Gebhard Giselbrecht
Managing Director, Head of Asset Management Singapore, and Chief Operating Officer Asset Management, APAC
Credit Suisse Asset Management

 

Steve Knabl
Managing Partner
Swiss Asia

 

12.55pm

Lunch

 

1.45pm

Presentation
Where is the appetite to invest?

 

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 the second half of 2015?
• What is concerning investors?
• What is the outlook for gold? To what extent is there demand in client portfolios?

 

2.00pm

Panel Discussion
What is wealth management today?

 

• Is the term “private banking” even relevant today?
• What are your priorities for the next 12 months?
• There is an increasing blurring of lines between private banking, retail banking, independent wealth management and insurance. What is the difference and do clients really care?
• What is your segment? And where do you add value?
• How are you looking to develop your platform in the next few years?
• How do product manufacturers and product gatekeepers co-exist in today’s landscape? How is the relationship changing with these and other service providers?
• How can you deal with the demand from Chinese, Indonesian and other key clients for more rational wealth management and wealth planning? How will that develop?
• Is a digital strategy more important than client service?
• How will you deal with the requirements of increased transparency and disclosure, AML, FATCA, CRS and exams for advisers?

 

Chair

 

Patrick Donaldson
Market Development Manager - Wealth, ASEAN. Financial & Risk
Thomson Reuters

 

Panel Members

 

Dennis Khoo
Head of Personal Financial Services
United Overseas Bank

 

Sen Sui
Chief Executive, Singapore Branch
Credit Agricole Private Banking

 

Hans-Peter Borgh
Chief Commercial Officer, Private Banking, Asia & Middle East
ABN AMRO Private Banking

 

Eng Huat Kong
Chief Executive Officer, Singapore and South-East Asia
EFG Bank

 

Andrew Hendry
Managing Director, Asia
M&G Investments

 

Prabhat Ojha
Senior Investment Director, and Director, Private Clients, Asia
Cambridge Associates

 

David Stone
Director, Structuring & Product Development, Asia
Amicorp Group

 

Abhra Roy
Head, Finacle Wealth Management Solution
Infosys

 

2.40pm

Presentation
Are you being served?

 

Radha Pillay
Strategic Accounts Director, Asia Pacific
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?

 

2.55pm

Panel Discussion
How will insurance companies evolve?

 

• What are the key drivers for insurance companies developing their local offerings?
• What are the main regulatory developments we will see over the next 12 months? 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? Including for IFAs, banks and insurance agents?
• Where will disruption come from?
• What is the role for different platforms and channels?
• What is the balance and demand between life insurance and other types of insurance?
• Where is the market at in terms of servicing expats versus locals?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel Members

 

Walter de Oude
Founder & Chief Executive Officer
Singapore Life

 

Alfred Chia
Chief Executive Officer
SingCapital

 

Chris Gill
General Manager, South-east Asia
Friends Provident International

 

Damiaan Jacobovits de Szeged
Member of the Asia Executive Committee and Chief Executive Officer
Transamerica Life Bermuda Asia

 

Kelso Beggs
Executive Director
AAM Advisory

 

David Varley
Head of High Net Worth - Asia
AXA

 

3.35pm

Refreshments & Networking

 

4.00pm

Presentation
The leading Citizenship-by-Investment Programs of the world

 

Nichole Barner
Senior Manager
Henley & Partners

 

• Reasons for obtaining an alternative citizenship
• Current trends from an Asian perspective
• Due diligence as a distinctive feature

 

4.15pm

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
Chief Executive Officer & Founder
Hubbis

 

Panel Members

 

Akshay Prasad
Director, Head of Structured Products Asia
Deutsche Asset & Wealth Management

 

Edouard Hoepffner
Head of New Product Development & Client Solutions
Coutts

 

Marc Lansonneur
Managing Director, Head of Investment and Treasury Products
DBS Private Bank

 

Krisztina Anspach
Head of Structured Equity Sales, Asia ex Japan Global Markets
BNP Paribas

 

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

 

4.50pm

Panel Discussion
Joining the dots

 

• How do you define a valuable offering that clients are willing to pay for?
• There is a lot of talk about wealth management firms growing their platforms, but this is proving harder to do in reality. How do you find the right people, develop them and retain them?
• How do you onboard the right people?
• What does a world-class professional development framework look like?
• How do you balance the various priorities you have in managing your business?
• 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 adviser, or soft skills?
• What are some of the best practices in other industries which can be applied to wealth management?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel Members

 

Mark Smallwood
Managing Director, Head of Franchise Development and Strategic Initiatives, APAC
Deutsche Asset & Wealth Management

 

Alison Brown
Head of Wealth Management, Singapore
Manulife

 

Zubaidah Osman
Head, Agency Training, Global Life Singapore
Zurich International Life

 

Steven Seow
Head of Wealth Management, Asia
Mercer

 

5.30pm

Forum Ends