8.40am
Registration
9.00am
Welcome address
James Mirfin
Managing Director, Financial & Risk, North Asia
Thomson Reuters
9.05am
Panel discussion
Will Hong Kong continue to be the gateway to China’s wealth?
• What’s the role that Hong Kong will play in future access to China’s wealth?
• How can we make the most of the China opportunity?
• Which business model is most likely to win out in the long run?
• Onshore versus offshoring – where’s the biggest potential?
• Which client segments should you focus on to be profitable?
• Should foreign players compete or collaborate with onshore institutions?
Chair
Michael Stanhope
Chief Executive Officer & Founder
Hubbis
Panel members
Bassam Salem
Region Head, Asia Pacific
Citi Private Bank
Neil Harvey
Chief Executive Officer, Greater China
Credit Suisse
Michael Blake
Chief Executive Officer, Private Banking, Asia
UBP
Joseph Tam
Executive Vice President and Head of Private Banking and Wealth Management
Wing Lung Bank
Eleanor Wan
Chief Executive Officer
BEA Union Investment
Jonathan Ha
Chief Executive Officer
Red Pulse
9.55am
Wealth TALK
A process to digitalisation
Peter McMillan
Head of Wealth Management, Asia
Thomson Reuters
• Connecting ideas to clients
• Enabling relationship managers
• Providing suitable and compliant advice
• Improving the client experience
10.10am
Wealth TALK
EY’s Global Wealth Management Survey 2016
Alexandre Viale
Financial Services Performance Improvement
EY
• EY’s wealth management practice surveyed more than 2,000 individual clients and 60 wealth management senior executives globally to demystify client experience and uncover potential revenue opportunities for wealth managers
• There is approximately USD120 trillion of client assets managed by global wealth managers, and 4 out of 10 clients are open to switching wealth managers under the right circumstances
• This represents a USD175 billion to USD200 billion global revenue opportunity for those firms willing to make strategic investments to deliver a superior client experience, while others may find themselves at risk of losing a substantial portion of their current business
10.25am
Refreshments & networking
10.55am
Panel discussion
Will private banking in Asia thrive or wither?
• How is the competitive landscape evolving?
• International versus local banks – who is best-placed over the next decade?
• What scale is required to succeed in today’s environment?
• Can Hong Kong become a more important global private wealth hub?
• What should the regulators do to facilitate the further development of the industry?
• How should private banks adapt to thrive?
Chair
Michael Stanhope
Chief Executive Officer & Founder
Hubbis
Panel members
Ron Lee
Head of Private Wealth Management, Asia Pacific
Goldman Sachs
Alvin Ma
Senior Managing Director, Head of Private Banking
EFG Bank
Alan Luk
Head of Private Banking and Trust Services
Hang Seng Bank
Timothy Lo
Managing Director
CIC Investor Services
Thusitha de Silva
Director
Cerulli Associates
Bobby Bok
Head, Wealth Management Solutions, North Asia
Thomson Reuters
11.45am
Wealth TALK
Getting onto a bank’s funds distribution platform
Stewart Aldcroft
Senior Advisor, Asian Fund Management Industry
Managing Director, Citi Markets & Securities Services
• The 4Ps of fund distribution
• Platform approval process
• Why retail distribution in Asia has become more difficult
12.00pm
Wealth TALK
The changing landscape of overseas real estate: the China factor
Piers Brunner
Chief Executive Officer, Greater China
Knight Frank
• Where are Chinese individual investors most active in property markets around the world contributing to price hikes?
• What are the main reasons they buy property overseas? And how does that compare to other foreign investors?
• How about the super-rich? What kind of properties are they interested in?
• What has been the main driver for the outflow of wealth?
• What is the impact of the buying spree by Chinese individuals on market dynamics in markets, including gateways?
12.15pm
Panel discussion
Asset management - getting access to the China opportunity
• What opportunity does China represent to foreign asset managers?
• What is the most relevant product set to provide diversification and offshore opportunities for Chinese investors looking overseas?
• How is the distribution model likely to change over the next 10 years?
• What are the remaining regulatory hurdles to doing business across borders? How are you addressing them?
• Many asset management companies find it difficult to get long-term partnerships in China that work. How do you tackle this?
• In reality – how will digital effect your business?
Chair
Michael Stanhope
Chief Executive Officer & Founder
Hubbis
Panel members
Eddy Wong
Head of Funds Business, Hong Kong & China Retail
J.P. Morgan Asset Management
TF Cheng
Managing Director, Head of Greater China Business
BNP Paribas Investment Partners
Ken Tam
Managing Director, Head of Asia
RBC Global Asset Management
Xiaofeng Zhong
Chief Executive Officer, North Asia
Amundi
Jung Ho Rhee
President & Chief Executive Officer
Mirae Asset Global Investments (HK)
Stewart Aldcroft
Senior Advisor, Asian Fund Management Industry
Managing Director, Citi Markets & Securities Services
1.05pm
Lunch
1.55pm
Panel discussion
The future of retail banking in wealth management
• What’s the outlook for retail banks in wealth management in Hong Kong?
• Can Hong Kong banks compete with Chinese players? Do they need to?
• Which client segments will be most lucrative in the next 5 to 10 years?
• How is the product offering and platform likely to evolve?
• How do platforms and client touch-points need to be developed to cater to the retail customers of tomorrow?
Chair
Michael Stanhope
Chief Executive Officer & Founder
Hubbis
Panel members
Rosita Lee
Head of Investment Products and Advisory Business
Hang Seng Bank
Janet Chong
Executive Director, Chief Operating Officer, Consumer Banking Group and Wealth Management, Hong Kong
DBS Bank
Robert Rooks
Partner
Deloitte
Peter McMillan
Head of Wealth Management, Asia
Thomson Reuters
2.45pm
Wealth TALK
Customer due diligence - identifying source of wealth
Henry Fu
Risk Solutions Specialist
Thomson Reuters
• What is AML and CTF?
• Overview on risk-based approach when doing KYC
• The importance of knowing ‘SOW’, ‘SOI’ and ‘SOF’
3.00pm
Wealth TALK
Emergence of Asian multi-family offices: a new option for those looking for service beyond brand
Philippe Legrand
Chief Executive Officer and Founder
London and Capital Asia
• The changing landscape of Asian wealth management: senior bankers offering their services in a regulated environment but outside the traditional banking platform
• For the sophisticated and entrepreneurial investor that requires more than a standard wealth management offering
• For the senior banker looking to focus on being a lot of things to a limited number of clients
• Why the concept has emerged and how will it evolve in the foreseeable future
3.15pm
Refreshments & networking
3.45pm
Panel discussion
Insurance companies – getting their arms around the China opportunity
• 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?
• How can insurers capture and be successful in the Chinese market?
• Where is the next trend or new innovation in insurance for wealthy Chinese?
• What are the challenges?
• How do insurance companies need to adapt to the digital revolution in China?
• Where will disruption come from?
Chair
Michael Stanhope
Chief Executive Officer & Founder
Hubbis
Panel members
Roger Steel
President, New Markets and Business Development, Asia
Sun Life Financial
Alan Armitage
Chief Executive
Standard Life (Asia) Limited
Thomas Young
Head of High Net Worth Business
Generali
4.35pm
Panel discussion
How will Chinese families diversify, protect and grow their wealth?
• What advice do Chinese families need in today’s complex world?
• What are the risks for Chinese HNW clients? Such as upcoming estate taxes, inheritance taxes, changes in payment methods, etc
• Onshore versus offshore models – where is the most growth going to come from?
• How can you make the most of the offshoring of Chinese wealth?
• What is the impact of transparency and tax initiatives such as FATCA and CRS on the advice you now need to give Chinese clients?
• How will assets transfer across generations? What can you do to participate in this opportunity?
Chair
Michael Stanhope
Chief Executive Officer & Founder
Hubbis
Panel members
Martin Crawford
Chief Executive Officer
Vistra Group
Kevin Lee
Partner
Zhong Lun Law Firm
Howard Bilton
Chairman
Sovereign Group
Nigel Rivers
Founder and Chief Executive Officer
Capital Solutions
Michael Olesnicky
Partner, Senior Advisor
KPMG
Steven R Sieker
Partner
Baker & McKenzie
5.25pm
Event ends *
*This is immediately followed by a cocktail reception in the adjacent Ballroom, sponsored by Thomson Reuters
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