We were delighted to host our annual event in Taipei for the wealth management community in Taiwan.
Senior practitioners attended from the local market, as well as some other markets in the region – including senior management, product gatekeepers and investment specialists, as well as business heads across technology, compliance, operations, and advisory and sales – working within local and international Retail Banks, Private Banks, Local Asset Management Firms, Insurance Companies, Securities Firms and other advisers such as IFAs.
Many thanks again to those people who participated in and attended the event, and also to our partners.
Taiwan Wealth Management Forum 2016
Grand Hyatt, Taiwan
A community of leading organisations within Asian Wealth Management
Senior figures in Asian Wealth Management are speaking at this event
Pradeep Pant
ANZ
Olivier Rousselet
BNP Paribas Wealth Management
Albert Lee
CTBC Bank
John Huang
Cathay United Bank
Don Klotter
EFG Asset Management
Shyh Jih Lee
ERI
Jeson Liu
FinIQ
Jennifer Lai
Henley & Partners
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Grand Hyatt, Taiwan
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8.40am
Registration
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9.00am
Welcome Address
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9.10am
Panel Discussion
What’s ahead for the wealth management industry in Taiwan?
- Taiwan is full of potential for wealth management – where are the biggest opportunities for you?
- How can you make the most of the expected doubling of HNW individuals in Taiwan by 2020?
- As the different business models and platforms evolve – will one of them win out, or is more of a blended approach the right way to go?
- The ageing population or the young & agile – which client segment do you need to focus on today to be profitable tomorrow? And how should you tailor your offering?
- Is there scope to move towards more of a financial planning-type approach – and develop the IFA offering? Is this important in Taiwan?
- How can we better educate customers and get them prepared for a more transparent world?
Chair
Speakers
Dennis KoManaging Director, Head of Investment Products and Services, Taiwan
UBS Global Wealth Management
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9.55am
Presentation - Best practices in Asian wealth management
- The business model of wealth management must change together with the change of market
- Two main guiding principles: client-focused, and profitability and growth
- Legal and compliance
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10.10am
Presentation - US growth equities – reasons to be bullish… making America grow again
- The likely impact on the markets in the world of Donald Trump as the next US President
- What will be the investment opportunities in this environment?
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10.25am
Panel Discussion
Asset management - what’s the right onshore/offshore mix?
- The likely impact on the markets in the world of Donald Trump as the next US President
- What will be the investment opportunities in this enviWhat are the biggest opportunities and challenges for the asset management industry in Taiwan?
- With so many offshore and onshore providers – how can you stand out?
- Tightening regulations are well-intended to protect investors and ensure best practices. What will help the market become more transparent and robust in reality?
- How does distribution need to evolve? Do we need direct sales channels or a broader range of intermediaries?
- What’s the best approach to reach the end-user most effectively and cost-efficiently?
- How do we cater to changing investor behaviour?
- Diversification is key – what are the themes which will shape investor appetite over the next 5 years?
- Is there any real scope for ETFs?
Chair
Speakers
Dennis KoManaging Director, Head of Investment Products and Services, Taiwan
UBS Global Wealth Management
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11.10am
Refreshment & Networking
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11.40am
Presentation - Surfing the wave of wealth management digitalisation! The trend, the challenges and the opportunities!
- The trend and impact from fintech disruption and wealth management digitalisation
- What clients need and what we could provide – the challenges ahead
- Open platform in a professional world – wealth management digitalisation ecosystem and best practices
- Embrace opportunities!
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11.55am
Presentation
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12.10pm
Presentation - Digitalisation of wealth management
- Global challenges in wealth management
- How can digitalisation address these challenges?
- Security
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12.25pm
Panel Discussion
Moving towards a fintech future - how can you re-shape distribution and the client experience?
- What does ‘digital’ mean for wealth management in Taiwan?
- As institutions look to create Bank 3.0 – how can you do it in practice?
- What more should the regulators do to ensure Taiwan keeps up with other Asian markets?
- How far will fintech really re-shape the look-and-feel of wealth management in Taiwan?
- To what extent can digital help improve selling practices and address other challenges, such as excessive manual inputs and paper burdens?
- What can we do to improve the online and mobile tools to engage the customer?
Chair
Speakers
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1.10pm
Lunch & Networking
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2.00pm
Panel Discussion
Best practices in Asian wealth management - who is getting it right?
- What are the trends in wealth management across Asia?
- What is the stage of development of the industry in the more developed hubs of Hong Kong and Singapore?
- How are banks now doing business to ensure they are fully compliant and prepared for the reality of tax transparency?
- How is wealth management evolving in onshore markets in Asia?
- What are some of the steps that regulators across Asia have taken to facilitate industry growth?
- What’s the role that Hong Kong and Singapore will play in future access to Taiwanese wealth?
Chair
Speakers
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2.45pm
Presentation - Residence and citizenship planning for families - an overview
- Why do families relocate?
- What should HNW families consider when carrying out residence and citizenship planning?
- Current developments in residence and citizenship programmes
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3.00pm
Panel Discussion
How to deliver a relevant offering to your clients
- What skill-set, knowledge base and mind-set do bankers and advisers need to be successful in advising wealthy individuals?
- What should be your role in educating clients?
- How can you have a proper needs-based conversation with your clients?
- What’s the broader relationship you should strive for with these clients – especially the next generation?
- What behaviours build trust with these clients?
- How is your role likely to evolve or change going forward?
Chair
Speakers
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3.45pm
Forum Ends
Taiwan Wealth Management Forum 2016
Grand Hyatt,Taiwan
Pradeep Pant
ANZ
Olivier Rousselet
BNP Paribas Wealth Management
Albert Lee
CTBC Bank
John Huang
Cathay United Bank
Don Klotter
EFG Asset Management
Shyh Jih Lee
ERI
Jeson Liu
FinIQ
Jennifer Lai
Henley & Partners
Tuck Meng Yee
JRT Partners
Steven Seow
Mercer
Hui-Chin Chen
Pavlov Financial Planning
Peter Brigham
Rosemont
Jeff Chang
SITCA
Francine Wu
Schroders Investment Management
Frank Maltais
State Street
Sean Pien
Thomson Reuters
Anny Lin
UBS Global Wealth Management
Dennis Ko
UBS Global Wealth Management
Taiwan Wealth Management Forum 2016
Grand Hyatt,Taiwan