DRAFT AGENDA - SWISS-ASIA Wealth Exchange 2015


8.40am

Registration

 

9.00am

Welcome address

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

9.05am
Panel discussion
Are you making the most of the Swiss-Asia connectivity?

 

• Why do banks and other wealth managers bother to try and engage Asia?
• How is the value proposition of Swiss private banking changing in the eyes of Asian clients?
• How do these firms need to re-segment their market and client strategies?
• Where are the opportunities for greater synergies between Switzerland and Singapore / Hong Kong?
• Where are European HNW and UHNW clients interested to invest in Asia?
• How can Swiss / European banks make more of the interest from Asian clients in Europe, and vice versa?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Alex Borissov
Partner
Finaport

 

Jessica Crane
Executive Director, Head of Trusts
London & Capital

 

Pius Zgraggen

Founding Partner and Chief Executive Officer

OLZ & Partners Asset & Liability Management

 

9.45am
Presentation
Investing successfully in Asia

 

Harmen Overdijk
Managing Partner
CAIDAO Wealth

 

• How should you look to access opportunities in equity and fixed income in Asia?
• What about alternatives?
• What don’t people tell you about the reality of investing in Asia?
• How important is the ability to liquidate quickly?
• What are the key differences in processes, research, time horizon or other factors you must know about to invest in Asia?

 

10.00am
Presentation

What do Common Reporting Standards mean for you?

 

Eric Boes
Global Head of FATCA & CRS Services and Solutions
Amicorp Group

 

• The latest developments of CRS – to go live in 2 waves in 2016 and 2017
• What impact will the resulting transparency have on the fiduciary industry – for FIs, wealth planners and HNW clients?
• What does this all mean for Asia?

 

10.20am
Presentation

What is the role of Asian jurisdictions in wealth structuring?

 

Markus Grossmann
Regional Managing Director, Asia Pacific
Trident Trust

 

• What do Hong Kong, Singapore and New Zealand offer as jurisdictions for wealth planning for your clients?
• Why would you choose one or the other?
• Which jurisdictions make more sense for different types of structures?
• Case studies

 

10.40am

Refreshments & Networking

 

11.05am
Panel discussion
A new approach to wealth and tax planning in a transparent world

 

• What is the future of fiduciary services within a changing regulatory environment?
• What are the real impacts of recent political developments and tax transparency on Hong Kong and Singapore as wealth management centres?

• What structures are popular among Asian families?
• How can you help clients address concerns over confidentiality, security and asset protection?
• How can institutions manage the excessive compliance requirements – and in a way which doesn’t make it too costly to operate and service clients profitably?
• Can you find a balance today between satisfying ‘big brother’ and maintaining the freedoms we expect?
• How are you likely to get the best outcome when engaging product and service providers in Asia?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Rashmi Oberoi, T.E.P.
Director, Head - South Asia Business
Amicorp Group

 

Stephanie Jarrett
Partner
Baker & McKenzie

 

Céline Santos
Senior Legal Advisor
Rosemont Consulting

 

Markus Grossmann

Regional Managing Director, Asia Pacific

Trident Trust

 

11.45am
Presentation
Cross-border succession planning - new opportunities in Asia and Europe

 

Céline Santos
Senior Legal Advisor
Rosemont Consulting

 

• General overview of the perspectives created by new European rules
• Impact of new European rules in the context of cross-border succession linked to Asia
• Key tools of estate planning to secure cross-border succession

 

12.05pm
Presentation

Using Asian-based insurance products (PPLI & VUL) as planning & structuring solutions for HNW clients

 

David Varley
Head of High Net Worth - Asia
AXA

 

• What are HNW clients/families and banks looking for?
• Life wrapping/PPLI – how does it work?
• Life wrapping/PPLI – the benefits to a) HNW clients and b) banks
• Life wrapping/PPLI vs Trusts – which option or combination is better for HNW/bank clients?

 

12.25pm
Panel discussion
Should you come to Asia at all?

 

• A lot of the initial reasons firms expanded to Asia are no longer relevant. What are the key drivers today? And are these the right reasons to come to Asia?
• What added value does Asia really give you?
• How can you ‘go global’ successfully?
• How should you define your value propositions to make the most of the potential?
• Does “Swissness” still sell in Asia?
• How local do you need to be to succeed?
• What cultural, psychological and business mind-set is required to be successful?
• Should you ally with firms like you and form strategic partnerships? Or go it alone?
• What regulatory pitfalls do international investors doing business in Singapore, Hong Kong and beyond need to be aware of?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Patricia Thomas
Chief Executive Officer, Asia Pacific
Fact Family Office, Hong Kong

 

Kees Stoute
Managing Director

Hubbis

 

Harmen Overdijk
Managing Partner
CAIDAO Wealth

 

1.05pm

Lunch

 

1.50pm
Panel discussion
The fintech phenomenon – are you ready for the disruption?

 

• How are the mobile, digital and social media trends reshaping wealth management?
• Where is the biggest potential for disruption?
• What is the role for fintechs in wealth management of tomorrow?
• What’s the likely influence of robo-advisers in 10 years’ time?
• What does it take to compete in this space today?
• Do banks have the people, culture and mind-set needed to adapt and thrive against the digital entrants?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Bruno Patusi
Partner, Wealth & Asset Management Leader
EY

 

Michael Stemmle
Founder and Chief Executive Officer
Additiv

 

Seamus Donoghue
Chief Executive Officer
Allocated Bullion Solutions

 

Ralph Mogicato
Entrepreneur and Independent Senior Advisor
Hixon Consulting

 

2.35pm
Keynote Presentation
The reality of doing private banking successfully in Asia

 

Kees Stoute
Managing Director
Hubbis

 

• What have we learnt from 25 years in private banking in Asia?
• Do’s and don’t when expanding into Asia?
• What they don’t tell you about managing a wealth management business in Asia?
• The key ingredients for success

 

3.00pm
Presentation

Is it too late to go to Asia?

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

• What does the competitive landscape look like in Asia for wealth management?
• How is it changing?
• Who has been successful so far?
• What is the best strategy and approach to access local markets in the region?
• Who will be the winners and losers going forward?

 

3.20pm
Presentation
Outlook for gold

 

Seamus Donoghue
Chief Executive Officer
Allocated Bullion Solutions

 

• A fundamental and technical outlook
• Asia’s role in global physical markets
• Does the Asian private banking client invest in physical?
• Issues with trading physical gold

 

3.45pm

Forum Ends

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