WEALTH THINK 2015
 

8.40am

Registration

 

9.00am

Welcome Address

 

Camilla de Villiers
Global Head, Digital Solutions, Regional Head, Wealth Management, EMEA & Asia
Thomson Reuters

 

9.10am

Panel Discussion

Which businesses will be successful in Asian wealth management of tomorrow?

 

• Which models will succeed?
• What is the difference between them – and do clients really care?
• How do you adapt and adopt?
• Can you build on your existing strengths?

• How can you be relevant given the new reality of doing business profitably in the current environment?
• What is the value you bring to clients?

 

Chair

 

Kees Stoute
Managing Director
Hubbis

 

Panel members

 

Barend Janssens
Head of Wealth Management, Emerging Markets
RBC Wealth Management
 

Matthew Dabbs

Chief Executive Officer

AAM Advisory

Philippe Legrand

Chief Executive Officer

London and Capital Asia

 

Vincent Magnenat

Asia Head of Private Banking and Chief Executive Officer, Singapore

Lombard Odier

 

Dominic Gamble

Co-Founder & Chief Executive Officer

Find A Wealth Manager

 

Alex Borissov
Founding Partner
Finaport

 

9.50am

WEALTH TALK

Investing in sentimental markets

 

Richard Peterson
Chief Executive Officer
MarketPsych (part of Thomson Reuters)

 

Information impacts market prices in consistent and predictable ways. Furthermore, investors react to information, creating ripples in prices. This talk demonstrates how information predictably impacts prices, across global assets including equities, commodities, and currencies, with an emphasis on Asian stock indexes and currencies. New media analytics tools allow savvy investors to improve their market timing decisions. Using such tools wealth managers can improve their asset allocation to capture most of the upside while avoiding much of the downside.

 

• Learn how news impacts prices
• Learn how social media reactions lead to predictable patterns
• See currency examples from Japanese yen and Singapore dollar
• See recent equity examples from Hong Kong equities and Chinese equities
• Learn how to deploy a market timing model using information analytics

 

10.05am
WEALTH TALK

The next generation ‘professional’ - defining the future of investment management in Asia

Paul Smith

President and Chief Executive Officer

CFA Institute

 

• The future of investment management – and three actions for you to take

• The need among citizens and businesses for expertise now

• Convincing potential clients that investment professionals work to meet both clients’ investment objectives and create social impact

• Dealing with greater scrutiny from regulators

• Three actions to prevent our profession from doing the same thing over and over again, and expecting different results different results.

 

10.20am

Refreshments & Networking

 

10.50am

WEALTH TALK

Emerging markets perspective and opportunities

Nicolas Rohatyn
Chief Executive Officer / Chief Investment Officer
TRG Management

 

• Opportunities: rebound in local currency, select markets, secondary PE and total return strategies

 

11.05am

Panel Discussion

The business of asset management

 

• How are you positioning your business and brand in Asia?
• How would you articulate the opportunity that Asia represents to you?
• What is the balance for you between Hong Kong/Singapore and developing local markets?
• How is the distribution mix likely to change over the next 10 years – insurance companies, IFAs, private banks, retail banks, etc? What is most important to you?
• How are fee models evolving?
• How can you get clients thinking longer term about investing?
• What does client education mean to you?
• Will discretionary advice ever grow in Asia?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Gebhard Giselbrecht
Managing Director, Head of Singapore, Chief Operating Officer Asia Pacific, Asset Management
Credit Suisse Asset Management

Kevin Talbot
Chief Executive Officer Asia Pacific
Aviva Investors

Lennie Lim

Managing Director, Regional Head - Asia

Legg Mason

 

Damien Mooney
Head of Retail Business, Asia Pacific
BlackRock

 

Michael Thompson

Executive Vice President, Head of Singapore office and Head of Wealth Management Group Asia (ex-Japan)

PIMCO

 

Paul Stefansson
Managing Director, Head IPS Portfolio Specialists Singapore
UBS Wealth Management

 

Andrew Hendry
Managing Director, Asia
M&G Investments

 

11.45am
WEALTH TALK

What leads new wealth to use a wealth manager?
 

Iain Tait
Partner, Private Investment Office
London and Capital

 

• A UK/London perspective on when entrepreneurs turn to wealth management
• Why they might
• What are the trigger points wealth managers should be aware of to ensure they are well positioned?
 

12.00pm

WEALTH TALK

Automatic structuring and portfolio diversification

 

Yann Besnard
Member of the Executive Committee and Head of Business Innovation Division
Leonteq Securities

 

• Modernising and industrialising the investment process

 

12.15pm

WEALTH TALK

Creating a culture of innovation
 
Michael Yue
Head of Banking and Financial Services
Google Asia Pacific

 

• What’s the secret to being able to continually reinvent your business?
• How does cultural innovation relate to people, teams and risk-taking in terms of new thinking and decision-making?
• How can banks achieve this – especially since they have to move quickly in today’s competitive landscape?

 

12.30pm

WEALTH TALK

Digital transformation in wealth

 

Luke Janssen
Executive Chairman and Founder
Tigerspike

 

• Why digital transformation is critical for wealth
• What digital transformation is
• What companies are doing
• What to avoid

 

12.45pm

Lunch

 

1.30pm

Panel Discussion

Insurance – the foray into wealth management

 

• How are you planning to develop your wealth management business?
• What’s the opportunity for you to push more into savings, investment and retirement products in local markets?
• What segment should you be playing in?
• How are you adapting to the digital revolution?
• Where will disruption come from?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Richard Vargo
Managing Director, Bancassurance
DBS Bank

Peter Huber

Chief Executive Officer, President Director

Zurich Topas Life Indonesia

 

Mark Toh

Regional Head of Wealth Management, Group Partnership Distribution
AIA Group

 

Craig Ellis
Chief Executive Officer Singapore, Global Wealth Solutions
Willis

 

2.10pm

WEALTH TALK

Undeclared assets in a transparent world

 

Toine Knipping

Chief Executive Officer

Amicorp Group

 

• The impact of tax transparency initiatives
• Opportunities and challenges

 

2.25pm

WEALTH TALK

Establishing an ethical culture

 

Kees Stoute
Managing Director
Hubbis

 

• Regulators are calling increasingly for a change in banking culture
• Elements of the Group of Thirty’s (G30) Banking Conduct & Culture publication
• The connection between culture and the values of the firm
• The stakeholders in the making of an ethical decision

 

2.40pm

WEALTH TALK

Implications for CRS if FATCA were to be repealed

 

Angelo Venardos
Chief Executive Officer
Heritage Trust Group

 

• US enforcement of FATCA
• Case for repeal of FATCA
• Is CRS really “son-of” FATCA
• Likelihood of regional push-back on CRS

 

2.55pm

Panel Discussion

Making digital matter

 

• Are you making the most of the technologies and channels which exist?
• How do you need to change the way you think about the business?
• Is the investment and time really worth it?
• Where is the opportunity in local markets to build-out the technology engagement?
• Playing catch-up – what is the potential for lagging firms to use technology to help them leapfrog to the next stage of development?
• Who will be the winners and losers in 5 to 10 years’ time?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Stefan Mueller

Managing Director, Head of Investments & Products Asia

RBC Wealth Management

 

Mohit Mehrotra
Global Leader - Wealth Management Group and Regional Leader of Financial Services Strategy Practice
Deloitte

 

Patrick Donaldson

Market Development Manager - Wealth, ASEAN. Financial & Risk

Thomson Reuters

 

Alois Pirker
Research Director
Aite Group
 

3.35pm

Refreshments & Networking

 

4.05pm

Panel Discussion

Exploiting global possibilities: India and China

 

• What’s happening in wealth management in India and China?
• How can you be successful in these markets?
• What lessons must we learn from past forays by foreign banks?
• Can foreign players ever compete with onshore institutions?
• How can you make the NRI segment work for you?
• The offshoring of Chinese wealth – what are the trends?
• Are there enough capable people to service wealthy clients in China and India? How can businesses scale?
• How will assets transfer across generations? What can you do to participate in this opportunity?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Hrishikesh Parandekar

Chief Executive Officer - NBFC and Private Wealth

Ambit Finvest & Ambit Private Wealth

 

Munish Randev
Chief Investment Officer
Waterfield Advisors

 

Anurag Seth
Director & Head - Global Wealth Management 
Quant Capital Advisors

 

Rohit Bhuta
Chief Operating Officer
Crossinvest

 

Sameer Chishty
Partner, Head of Global Wealth Management Practice
Bain

 

Lawrence Wong

Alternate Chief Executive and Head of Business, Private Banking

BOC International

 

5.05pm

WEALTH TALK

A shake-up and shake-out for global private banking

 

Lonnie Howell
Chairman
UCAP Asset Management

 

• Is the current business model of global private banking a thing of the past?
• Servicing HNW clients on a global basis still represents an exciting and growing opportunity – how can you do it best?

 

5.20pm

Closing Address

 

Marcel Kreis

Chairman

Hubbis

 

5.30pm

Forum ends