8.40am

Registration

 

9.00am
Welcome address

 

Marcel Kreis
Chairman
Hubbis

 

9.10am

Panel discussion
The business of wealth management in Singapore - onwards & upwards

 

• 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 deal with challenges from the onshoring of wealth across South-east Asia?

• 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 Singapore become an ever-more important global wealth management hub? What should the regulators do to facilitate the further development of the industry?

 

Chair

 

Marcel Kreis
Chairman
Hubbis

 

Panel members

 

Bassam Salem
Region Head, Asia Pacific
Citi Private Bank

 

Matthew Dabbs
Chief Executive Officer
AAM Advisory

 

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

 

Jason Moo
Head of Private Wealth Management, South-east Asia and Australia
Goldman Sachs

 

Febby Avianto
Managing Director, Head of Private Banking Asia
Falcon Private Bank

 

Jeroen Buwalda
Partner, APAC Wealth and Asset Management Advisory Lead
EY

 

9.50am
Presentation

HNW insurance & wealth structuring is changing - here’s how you and your HNW clients can benefit

 

David Varley
Head of High Net Worth - Asia
AXA

 

• One size doesn’t fit all in the HNW marketplace
• Find out which HNW products match up with the differing needs of HNW clients
• By meeting your HNW clients’ needs, you can secure more HNW clients, more revenue and more referrals

 

10.00am
Presentation

In search of yield – exploring the investment opportunity in senior secured loans

 

Felicity Rivett-Carnac
Senior Vice President and Portfolio Specialist, Alcentra
BNY Mellon Investment Management

 

• Global investors continue to actively seek and require yield in a challenging environment for developed fixed income markets, characterised by low interest rates and low inflation rates
• As investors move down the credit spectrum, Senior Secured Loans are an attractive instrument through which to gain exposure to sub-investment grade corporate credit
• This is because of their high levels of security, which promotes low price volatility and high recoveries in the event of default

 

10.10am
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?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Smita Choudhary
Executive Director, Head, Digital and Business Transformation
Bank of Singapore

 

Max Tiong
Head of Fintech
DBS Bank

 

John Robson
Head of Strategic Partnerships
Quantifeed

 

Greg King
Senior Vice President, Director of Wealth Management Strategy
FactSet

 

Mark Wightman
Partner, Wealth & Asset Management Advisory
EY

 

Ned Phillips
Founder and Chief Executive Officer
Bambu

 

10.50am

Refreshments & networking

 

11.20am

Presentation

Wealth management for the digital age customer

 

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

 

• With rapidly-changing customer needs and unassailable digitisation, the wealth management industry needs to evolve towards a truly customer centric, technology-based and service-driven value proposition
• This presentation explores the agents of change and the transformations in the financial services and wealth management spaces for the digital age customer

 

11.30am

Presentation

What HNWIs want: technology and the client experience

 

Greg King
Senior Vice President, Director of Wealth Management Strategy
FactSet

 

• The relationship between the HNW/UHNW individual and the wealth manager is evolving, driven in part by technology
• Change, particularly technological change, has not come easy to the wealth management industry
• Learn from our latest survey of 1,000+ HNW/UHNW individuals in Singapore, Switzerland, UK & US regarding the expectations of the client in their relationship with the wealth manager, and how they expect that relationship to evolve over time

 

11.40am

Presentation

Investment products - distribution solutions

 

Erdem Ozgul
Managing Director, South Asia
Numerix

 

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

 

11.50am

Presentation

Residence and citizenship planning for Asian families - an overview

 

Dominic Volek
Head South East Asia
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

 

12.00pm

Head-to-head
Health insurance as part of financial planning

 

Derek Goldberg
Managing Director, Southeast Asia
Aetna

 

• Health insurance as a means of managing unexpected expenses in the future
• Health insurance helps members navigate a complex healthcare system
• Case studies

 

12.10pm

Panel discussion

Insurance companies: can they make the foray into wealth management count?

 

• Where are the biggest opportunities for insurance companies within Asian wealth management?

• How should insurance companies look to brand themselves going forward in the wealth management space?

• What is driving the move from protection to retirement solutions, investment products and asset management? Is it sustainable?

• What role does digital play?

• Where do you expect the biggest game-changers to come from?

• What are the challenges?

   

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Owen Young
Global Head, Insurance
Standard Chartered Bank

 

Toby Simpson
Sales Director, Singapore
Friends Provident International

 

Koh Hoe Shin
Chief Executive Officer
Manulife Financial Advisers

 

Frank Troise
Managing Director, Head of Digital Distribution, Asia
Leonteq Securities

 

Nicholas Kourteff
Executive Director, Wealth Planning, Product Management and Distribution, Asia Pacific
UBS Wealth Management
 

12.50pm

Lunch

 

1.30pm

Panel discussion

Dealing with the reality of the regulatory burden - how prepared are you?

 

• What is the impact of transparency and tax initiatives such as FATCA and CRS on the advice you now need to give your clients?
• What impact do you see the ‘Panama Papers’ having?
• Which clients can you now even onboard?
• How do you see regulatory developments impacting cross-border activity?
• Will we ever breed a true culture of ethical compliance?
• How will the proposed changes to the AI regime impact you?
 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Mark Smallwood
North Asia Coverage Team Head - Singapore
Deutsche Bank Wealth Management

 

Evrard Bordier
Chief Executive Officer, Singapore
Bordier & Cie

 

Stefan Kuhn
Head of Compliance, Private Banking, South-east Asia
Credit Suisse

 

Adriel Loh
Managing Director, Global Head of Compliance
Bank of Singapore

 

Markus Blattmann
Managing Director, Chief Risk Officer Asia
Bank Julius Baer

 

Amar Bisht
Head of Wealth Strategy and Advisory
Orbium

 

2.10pm

Presentation

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

 

2.20pm

Presentation

China in transition - headwinds and opportunities

 

Oliver Lee
Investment Director, Asia Equity
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

2.30pm
Presentation

Digital wealth: innovation to transformation

 

Jaideep Billa
Chief Executive Officer & Chief Digital Officer
Intellect Global Consumer Banking

 

• Why everyone is talking about digital wealth management
• How companies are leveraging digital wealth
• The adoption path for digital wealth
• How to measure success of digital wealth initiatives

 

2.40pm

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?

   

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Paul Hodes
Managing Director, Head of Traditional Managed Investment Products, Head of Wealth Management Asia Pacific
Citi

 

Anurag Mahesh
Global Head of Key Client Partners
Deutsche Bank

 

Gary Harvey
Chief Executive Officer
Nexus Financial Services

 

Paul Gambles
Co-Founder
MBMG Group

 

Steve Knabl
Managing Partner
Swiss Asia

 

Patrick Donaldson
Head of Wealth Management Solutions, ASEAN
Thomson Reuters

 

3.20pm

Refreshments & networking

 

3.50pm

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?

• 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?

 

Chair

 

Andrew Hendry
Managing Director, Asia
Westoun Advisors

 

Panel members

 

Rodolphe Larque
Director, Head of Funds and ETFs, Asia Pacific, Private Banking
Credit Suisse

 

John Cappetta
Executive Director, Head, Managed Solutions Advisory for Singapore
Bank Julius Baer

 

Bruno de Pampelonne
Chairman
Tikehau Investment Management

 

Philipp Portman
Partner
fundinfo

 

Arthur Wu
Senior Investment Analyst

Morningstar

 

4.30pm

Panel discussion

Where are the best investment opportunities for YOUR clients today?

 

• Public vs Private markets.
• Equities - EM versus developed markets
• Fixed income - Asian credit or G3? USD or local currency?
• Where do commodities fit in? Which ones should we be focusing on?
• Alternatives - where is the biggest opportunity?
• What’s the role of real estate in today’s markets?
• How can clients really build a high-quality, diversified portfolio?
• What are the biggest risks for the second half 2016?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Lim Say Boon
Managing Director, Chief Investment Officer, Group Wealth Management & Private Bank
DBS Bank

 

Ranjiv Raman
Head of Investments & Treasury
Cazenove Capital Management

 

Kevin Talbot
Chief Executive Officer, Asia Pacific
Aviva Investors

 

Philip Lung
Managing Director, Division Head. Mellon Capital
BNY Mellon Investment Management

 

Alexander Benard
Chief Executive Officer
Schulze Global Investments

 

Veronique Fournier
Head of Switzerland, and Global Head of Private Wealth Channel
Baring Asset Management

 

5.30pm

Forum ends

 

WORKSHOPS

 

12.10pm
Workshop
Offering healthcare insurance to HNW clientele

 

Derek Goldberg
Managing Director, Southeast Asia
Aetna

 

• High-level discussion on healthcare trends and costs in Asia Pacific
• An introduction on healthcare insurance – the basics, industry participants and the Singapore/South-east Asia regulatory landscape
• Product and benefit considerations for a HNW customer
• Roundtable discussion of participants’ examples of client healthcare / financial issues and challenges

 

1.30pm
Workshop
Asian business families: how to prevent falling prey to common succession planning problems

 

Hans Diederen
Head - Family Office Services
Heritage Trust Group

 

• The family business as a system
• Why business families fail to do succession planning?
• Values, vision and shared purpose
• The importance of both family and business governance
• The benefits of timely preparation
• How to best approach succession planning?

 

2.10pm
Workshop
Trends in residence - and citizenship - by investment in Asia

 

Alexis Tan
Senior Manager
Henley & Partners

 

• Why do families relocate?
• Popular residence programs for wealthy Asian individuals and their families
• Popular citizenship programs for wealthy Asian individuals and their families

 

2.40pm
Workshops end