8.40am
Registration

 

8.55am
Welcome address

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

9.00am
Panel discussion
What’s your place in the wealth management industry?

 

• What’s the right value proposition in a more complex and challenging world?
• If the big focus for many players is building wallet size – how can you grow market share in a sustainable way?
• How can you manage ever-escalating costs – across people, platform and compliance?
• Growth for private banks has been stilted – who will be the winners over the next 5 years, and why?
• What does the wealth management firm of the future look like in India? Is anyone prepared to build it?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Kanwar Vivek
Senior President & Head – Wealth Management
YES Bank

 

Anshu Kapoor
Head - Private Wealth Management
Edelweiss Global Wealth Management

 

Atul Singh
Managing Director and Chief Executive Officer, India
Julius Baer

 

Soumya Rajan
Managing Director & Chief Executive Officer
Waterfield Advisors

 

Atinkumar Saha
Managing Director & Head of Wealth Management Coverage, India
Deutsche Bank

 

Feroze Azeez
Deputy Chief Executive Officer - Anand Rathi Private Wealth Management
Anand Rathi Financial Services

 

Abhijit Bhave
Chief Executive Officer
Karvy Private Wealth

 

9.50am
Presentation

Changes in the wealth management industry globally – and what should we expect in India

 

Himanshu Bhagat
Managing Partner
IIFL Wealth Management

 

•    Market highlights and developments
•    India outlook

 

10.00am
Presentation

Cognitive engagement in wealth management 

 

Sandeep Lalwani
Senior Director, Global Sales and Key Accounts
Miles Software Solutions

 

•    Impact on wealth management and client engagements
•    Empowering and enlightening the advisers 
•    Transforming business models

 

10.10am

Panel discussion

Embracing the move towards an advisory model

 

• How is the advisory model changing in reality?
• Should the regulator create more barriers of entry to being an adviser?
• Changing the conversation between advisers and clients – turning the concepts of offering advice, creating a proper long term relationship and being needs-based into reality?
• What should the KPIs be to change the mind-set of advisers and get them thinking longer term?
• Will clients ever alter their behaviour if you sell to them in a different way?
• What can we do to better understand and respond to the needs of our clients? Especially since clients have access to so much information today?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Rajesh Saluja
Founder & Chief Executive Officer
ASK Wealth Advisors & Family Office

 

Himanshu Kohli
Founder Partner
Client Associates

 

Jayant Vidwans

Whole-time Director
Chaitanya Financial Consultancy

 

Kaushik Deva
Chief Executive Officer
Kredere Wealth Partner

 

Vishal Dhawan
Founder and Chief Executive Officer
Plan Ahead Wealth Advisors

 

Nishith Desai
Owner
Nishith Desai Associates

 

11.00am
Refreshments & networking

 

11.30am
Presentation

Equities as an asset class for wealth creation

 

Aashish Somaiyaa
Chief Executive Officer
Motilal Oswal Asset Management

 

•    The Motilal Oswal Asset Management investment philosophy 
•    The investment process

 

11.40am
Presentation

How structured product platforms can help alleviate fear

 

Milind Kulkarni
Chief Executive Officer and Managing Director
FinIQ

 

•    ‎‎A 7-part fintech ‎formula to scale-up your product distribution
•    Best price execution, interactive product design, order management, suitability and compliance, what-if simulation, integrated credit checks and modern user experience

 

11.50am

Presentation

Establishing inbound family offices in Singapore

 

Sunil Iyer
Director
Iyer Practice Advisers

 

The presentation will take a look at some common considerations, including:

 

•    Structures used
•    Tax & regulation considerations
•    Other considerations (eg. immigration)

 

12.00pm
Panel discussion
How do you create ‘stickier’ staff?

 

• How can you make your RMs more loyal?
• How do we enhance capacity and capability in Indian wealth management?
• What is the right compensation model?
• What tools do your RMs and advisers need to help them become better equipped and informed? And therefore mean you are more likely to retain them?
• How can you make learning and professional development more interesting and effective?
• What are the conditions for learning to be interesting and effective?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Nick Pollard
Managing Director, Asia Pacific
CFA Institute

 

Bhavesh Sanghvi
Head of Wealth Management

Aditya Birla Wealth Management

 

Pranav Joshi
Founder and Chief Executive Officer
Altamount Capital

 

Caroline Kulkarni

Co-Founder & Head of Human Resources

Sanctum Wealth Management

 

Anupam Guha
Head of Private Wealth Management
ICICI Securities

 

12.40pm
Lunch

 

1.25pm
Panel discussion

What’s the role of digital in Indian wealth management?

 

• Everyone is talking about ‘going digital’ – but what are they really doing?
• Do fintechs have a future in Indian wealth management? Do most of them have any real substance? Who will survive and thrive?
• Will this have any impact on your existing business?
• Can robo-advisers survive during volatile markets when clients need more hand-holding?
• What can you do to standardise KYC and other processes to support client acquisition?
• Are there any consequences of falling behind in the digital race?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Satheesh Krishnamurthy 
Business Head - Affluent & NRI 
Axis Bank

 

Nitin Agrawal

Founder
ORO Wealth

 

Manoj Shenoy
Chief Executive - Wealth Management
L&T Capital

 

Jaideep Hansraj
Head -Wealth Management and Priority Banking
Kotak Mahindra Bank

 

Nipun Mehta
Founder and Chief Executive Officer
BlueOcean Capital Advisors

 

Milind Kulkarni
Managing Director
FinIQ

 

2.10pm

Presentation

Numerix Oneview – consolidated look at orchestration, distribution and managing risk of investment products

 

Erdem Ozgul
Managing Director, South Asia
Numerix

 

•    Utilising innovative technologies to overcome challenges with legacy systems and processes, improve productivity and profitability

 

2.20pm
Presentation

A wealth manager’s journey from KYC to UYC

 

Anshu Kapoor
Head - Private Wealth Management
Edelweiss Global Wealth Management

 

•    Client segmentation 
•    Digital disruption
•    Trends and opportunities

 

2.30pm
Presentation

After the Panama Papers; transparency, the new minimum standard"

 

Richard Nunn
Director
Jersey Finance

 

•    The political economy
•    After the Panama Papers
•    Public Registers – the new global standard
•    Transparency in practice
•    Why Jersey?

 

2.40pm

Refreshments & networking

 

3.10pm
Presentation

Removing the funds penetration blockage

 

Andrew Hendry
Managing Director, Asia
Westoun Advisors

 

•    What are the challenges to greater funds penetration in Asia?
•    What are the best practices among fund gatekeepers?
•    How to open the funds funnel a bit wider

 

3.20pm
Panel discussion
Re-defining product distribution in India

 

• How do we create more transparency around fees? What changes will we see in how distributors get paid?
• How can we make the financial adviser channel more relevant?
• To date, performance hasn’t been the main differentiator – will this change as there is more information and investor awareness?
• As an asset manager – how can you build credible distribution?
• How can financial inclusion and investor education – along with other government and industry-led initiatives – help reverse the product-pushing mentality and deepen the penetration of mutual funds?
• Do we need a self-regulatory organisation?
• How can you raise more money from overseas investors?

 

Chair

 

Andrew Hendry
Managing Director, Asia
Westoun Advisors

 

Panel members

 

Ashish Malaviya
Head Relationship Management (Select) & Investments, India
IndusInd Bank

 

Tarun Birani
Founder and Chief Executive Officer
TBNG Capital Advisors

 

Neeraj Choksi
Joint Managing Director
NJ Group

 

Arindam Madhuryya 
Associate 
Carey Olsen, Jersey

 

Sanjay Sachdev
Chairman, Zyfin Holdings

Global Chairperson, Financial Planning Standards Board

 

4.05pm
Panel discussion
What’s the best investment advice you can give clients today?

 

• How can clients really build a more diversified portfolio?
• Where are the opportunities for our clients?
• How can we educate clients to have a long term mind-set?
• How can we make the engagement with investment solutions more ‘sticky’?
• What are the best ways to get more people invested in mutual funds?
• Private funds vs mutual funds - creating more choice and outcomes for clients
• Risk management is key - but how can we get it right?
• How can we encourage customers to increase their risk tolerance?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Gaurav Awasthi
Head - Product - Private Wealth Management
ICICI Securities

 

Prateek Pant
Co-Founder and Head of Products and Solutions
Sanctum Wealth Management

 

Vinay Bajpai
Managing Director, Head of Product
Deutsche Bank

 

Nishant Agarwal
Head for Products, Advisory and Family Office Service
ASK Wealth Advisors

 

Nidhi Chawla
Vice President, Products
Avendus Wealth Management

 

Ashish Shanker
Head - Investment Advisory
Motilal Oswal Private Wealth Management

 

4.50pm
Forum ends