Taiwan Wealth Management Forum 2015

 

8.40am
Registration

 

9.00am
Welcome address

 

Andrew Crooke
Editorial and Content Director
Hubbis

 

9.10am
Panel discussion
Evolving wealth management in Taiwan

 

• How big is the opportunity in Taiwan for wealth management?
• Where do banks and other players most need to invest in their platforms to build long-term and sustainable businesses?
• How can you develop a brand in such a competitive market?
• What’s now important to wealth Taiwanese when it comes to managing their wealth?
• What do firms offering wealth management services in Taiwan need to do to be successful?
• Where are clients putting their money at the moment?
• What can be done to expand the product offering and help it to grow? What's the potential for private equity and alternative investments? 

 

Chair

 

Andrew Crooke
Editorial and Content Director
Hubbis

 

Panel Members

 

Dennis Ko
Head of Investment Products & Services, Taiwan
UBS Wealth Management

 

Pradeep Pant 
Country Head - Retail/Consumer Banking, Taiwan
ANZ Bank

 

Harry Krkalo
Executive Director
Leonteq Securities

 

9.50am
Presentation
More effective tools for wealth managers

 

Jeson Liu
Head of Greater China
FinIQ

 

• What tools does an adviser ideally need?
• How should that be delivered?
• What should the end-game look like?

 

10.10am
Presentation
Insurance as a planning & structuring solution for HNW clients

 

David Varley
Head of High Net Worth - Asia
AXA

 

• What are HNW clients/families and banks looking for?
• Life wrapping/PPLI – how does it work?
• Life wrapping/PPLI – the benefits to a) HNW clients and b) banks
• Life wrapping/PPLI vs Trusts – which option or combination is better for HNW/bank clients?

 

10.25am
Refreshments & Networking

 

10.55am
Panel discussion
How can you compete in the digital race?

 

• To what extent are mobile, digital and social media trends reshaping wealth management in Taiwan?
• Will this continue?
• Are you making the most of the technologies and channels which exist?
• Where is the biggest scope for disruption?
• Which players will be the winners and losers in the next 5 to 10 years in digital?
• What is the role for fintechs in Taiwan wealth management?

 

Chair

 

Andrew Crooke
Editorial and Content Director
Hubbis

 

Panel Members

 

Dennis Ko
Head of Investment Products & Services, Taiwan
UBS Wealth Management

 

Taylor Liao
President, Marketing
Smartlife Financial Adviser

 

Jeson Liu
Head of Greater China
FinIQ

 

11.40am
Presentation
Creating a new investment experience

 

Harry Krkalo
Executive Director
Leonteq Securities

 

• Redefining the origination and distribution of investment products through automation
• New partnership models

 

12.00pm
Panel discussion
What can be learnt from the world of wealth management outside Taiwan?

 

• At what stage of development is wealth management at in countries like Hong Kong and Singapore?
• Has anyone got it right? Or do we need a new model?
• How are different types of wealth management firms trying to capture this potential?
• Who has a successful business model?
• A look at the different models and how they are developing: private banks Vs retail banks Vs insurance companies Vs IFAs Vs family offices / independent advisers
• Globally, margins are shrinking. What are the most forward-thinking firms doing to make money?
• Given trends overseas – what's the opportunity to service the ‘family office’ segment in Taiwan?
• They want to invest with people with some ‘skin in the game’. Where are the real opportunities to provide relevant access to capital markets and other investment opportunities?
• How can you create more connectivity between the business and family for their wealth management needs?
• To what extent are services like estate & succession planning, tax planning, and alternatives citizenship integral to the offering?

 

Chair

 

Andrew Crooke
Editorial and Content Director
Hubbis

 

Panel Members

 

Anny Lin
Head of Wealth Planning, Investment Products & Services, Taiwan
UBS Wealth Management

 

David Varley
Head of High Net Worth - Asia
AXA

 

Wenlin Juang
Head of Market Development, Financial & Risk, North Asia
Thomson Reuters

 

12.45pm
Forum Ends