Welcome address


Michael Stanhope
Chief Executive Officer & Founder

Panel discussion
Re-inventing the business of wealth management in Hong Kong


• What’s the right value proposition in a more complex and challenging world?
• Which client segments should you focus on to be profitable?
• How can you make the most of the offshoring of Chinese wealth?
• Increasing competency – how do we enhance capability and capacity in Asian wealth management? Is there enough expertise in local banks to build viable propositions?
• What is the impact of transparency and tax initiatives such as FATCA and CRS on the advice you now need to give your clients? And which clients can you now even onboard?
• How can Hong Kong become a more important global wealth management hub? What should the regulators do to facilitate the further development of the industry?




Kees Stoute
Managing Director


Panel members


Albert Chiu
Chief Executive, Asia Pacific Region
EFG Bank


Ron Lee
Co-Head of Private Wealth Management in Asia ex-Japan
Goldman Sachs


Antoine Candiotti
Chief Executive, Hong Kong
Indosuez Wealth Management


Lonnie Howell
UCAP Asset Management


Jan Bellens
Partner and Asia-Pacific Banking & Capital Markets Leader


Philippe Legrand
Chief Executive Officer
London and Capital Asia


Panel discussion
‘Advice’ - what does it really mean in Asia?


• The short term investment mind-set in Asia – who is at fault? The bank, the RM, the client, or the regulator?
• Is there any point talking about the concept of offering advice and being needs-based - when we don’t do this in reality?
• Will clients ever alter their behaviour if you sell to them in a different way?
• Is the model wrong? How could it be fixed?
• What can be done to engender more trust within the relationship?
• Sales of funds to retail investors and HNW are not very sticky. If there was a genuine outcome-focused and needs-based approach by banks to conversations with their clients, a win-win relationship for all parties would be more likely. How can we make this happen?
• The vast majority of retail / HNW money still sits in cash, with distributors unsuccessful in persuading investors to buy into longer-term investments. How can we change the mind-sets, conversations and sales processes to further accelerate the engagement of suitable investment products?




Michael Stanhope
Chief Executive Officer & Founder


Panel members


Roger Bacon
Head of Managed Investments and Advisory, Asia Pacific ex-Japan
Citi Private Bank


Malik Sarwar

Global Head of Sales Management, Group Wealth Management


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


Anthonia Hui
Chief Executive Officer, AL Wealth Partners
President, Association of Independent Asset Managers (Singapore)


Freeman Tsang
Director of Business Development, Head of China and Hong Kong
Legg Mason Global Asset Management


Gaurav Kumar
Head of Fund Distribution, the Middle East and South-east Asia
Principal Global Investors


Singapore as a hub for independent wealth in Asia


Anthonia Hui
Chief Executive Officer, AL Wealth Partners
President, Association of Independent Asset Managers (Singapore)


• Who is AIAM Singapore?
• Value-add to members
• The role of AIAM in the industry and with the regulators


The future of fiduciary services in private banking


Peter Golovsky
Managing Director, Global Head of Institutional Sales
Amicorp Group


• State of play in the global trust industry
• Factors driving industry change
• Banks at a tipping point - strategic options and choices around delivering fiduciary services
• Opportunities and challenges from global tax transparency, FATCA, CRS


Refreshments & networking



Wealth management for the digital age customer


Abhra Roy
Lead Product Line Manager, Finacle Wealth Management
Infosys Finacle


• With rapidly changing customer choices and needs and unassailable digitsation, the wealth management industry will need to evolve towards truly customer centric, technology-based and service-driven value propositions
• This presentation looks at wealth management for the digital age customer - what is it, what it is not and how it will require transformations at the fundamental level for organisations to be truly digital?



Gold - wholesale markets are broken


Seamus Donoghue
Chief Executive Officer
Allocated Bullion Solutions


• Retail markets are electronic while wholesale markets have failed to keep up
• Trading physical vs financial gold
• What drives private banks to choose financial over physical gold
• The opportunity - private banks and gold



China in transition - headwinds and opportunities


Diamond Lee
Portfolio Manager, Asian Equities Team
Old Mutual Global Investors


• Outlook for the renminbi and the potential impact on the Chinese market and economy
• What to expect next and catalysts that will make us more bearish/bullish
• Potential areas for alpha generation in 2016


Has anything really changed in private banking in Asia?


Marcel Kreis


Panel discussion
The role for independents in a polarising industry


• Where are independent asset managers and multi-family offices at in Asian wealth management?
• Is there enough momentum for these segments to become more meaningful in the wider industry?
• How can we create a clearer and more defined value proposition? For the benefit of clients and all other stakeholders – and to help grow the industry with capable practitioners.
• Will the burden of regulation prove too great for many smaller players?
• Amid efforts to bring independent players together via associations in Singapore and more recently in Hong Kong – how can we attract more private bankers to grow the segment?
• How do business models need to develop from here?




Michael Stanhope
Chief Executive Officer & Founder


Panel members


Harmen Overdijk
Managing Partner
Caidao Wealth


Jessica Cutrera
Managing Director
EXS Capital


Rohit Bhuta
Chief Operating Officer


Riccardo Lehmann
Managing Director
Swiss-Asia Asset Management


Eli Bitan
Founder and Chief Executive Officer
Wingate Asset Management


Eleanor Wan
Chief Executive Officer
BEA Union Investment





Investment products - distribution solutions


Aksel Kitowski
Account Director, South Asia


• Derivatives and structured investment products marketplace – and Numerix
• Integrated risk management for buy-side institutions
• Benefits of straight-through-processing and automation



Panel discussion
Digital smokescreen


• Everyone is talking about ‘going digital’ – but are they really doing anything?
• Do most fintechs have any real substance? Who will survive and thrive?
• Will this have any impact on your existing business?
• What’s the likely influence of robo-advisers?
• How should established wealth management institutions work with fintechs?
• Are there any consequences of falling behind in the digital race?




Michael Stanhope
Chief Executive Officer & Founder


Panel members


Jeroen Buwalda
Partner, APAC Wealth and Asset Management Advisory Leader


Peter McMillan
Head of Wealth Management, Asia
Thomson Reuters


Sameer Chishty
Partner, Head of Global Wealth Management Practice



Residence and citizenship planning for Asian families - an overview


Jennifer Lai
Managing Director, Hong Kong
Henley & Partners


• Why do families relocate?
• What should HNW families consider when carrying out residence and citizenship planning?
• Current developments in residence and citizenship programmes


How you can make learning and professional development more interesting and effective


Kees Stoute
Managing Director


• What is the purpose of Learning & Development (L&D)?
• Is it possible to learn to become a good wealth manager?
• What is effective L&D?
• What are the conditions for L&D to be interesting and effective?
• What are the main L&D challenges in the industry?

Panel discussion
Insurance: making the most of the China opportunity


• What’s the opportunity that China represents to insurance companies?
• How do you play a role as more Chinese wealth moves offshore in search of protection and other wealth solutions?
• What’s the right product and proposition?
• What role does digital play?
• What are the challenges?




Michael Stanhope
Chief Executive Officer & Founder


Panel members


Roger Steel
President, New Markets and Business Development, Asia
Sun Life Financial


Eric Lu
Principal, Life Actuarial Practice, China


Richard Collis
Managing Director, Risk Consulting & Software, Asia Pacific
Willis Towers Watson


David Varley
Head of High Net Worth - Asia


Refreshments & networking


Panel discussion
Product manufacturers and product gatekeepers - do we need to change the rules of the game?


• How can asset management firms make the most of the growth in wealth in Asia? And especially the extent and size of the potential that China represents?
• Markets in 2016 look like being shaky and uncertain at best – what does this mean for your offering for your clients?
• How will the active/passive mix change? And what does this mean for the industry?
• With a seemingly ever-growing number of fund houses vying for market share in Asia – what can these firms do to improve and differentiate their sales force effectiveness and productivity, the client experience, and product development and marketing?
• Is there still room for so many product providers?
• Do fund managers need to change the way they engage, support and communicate with fund gatekeepers?
• Given the various – and often overlapping – distribution channels, what are some of the innovative ways asset management firms can evolve their offering?




Michael Stanhope
Chief Executive Officer & Founder


Panel members


Pius Zgraggen
Chief Executive Officer
OLZ & Partners


Norman Chan
Investment Director
NAB Private Wealth Advisory


Xavier Burkhardt
Business Development Director, Asia Pacific
Tikehau Investment Management


Wing Chan
Director of Manager Research, Asia


Michael Levin
Head of Asset Management, Asia Pacific
Credit Suisse


Panel discussion
Communication - how can we do it better?

• How can we better understand and respond to the needs of our clients?
• How can we communicate digitally with our clients?
• Why do we feel we must create our own content? Surely there is too much?
• What content works and how is it used?
• What does client education mean today?
• How do we reach the end client? Get new clients?




Michael Stanhope
Chief Executive Officer & Founder


Panel members


Damien Ryan
Managing Director
Ryan Financial Communications


Marcel Kreis


Steffen Schade
Head of Distribution Platforms


Shanker Iyer
Founder & Chairman
Iyer Practice Advisers, Singapore & Hong Kong


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