Redefining the Digital Evolution in Wealth Management 2015

 

8.40am
Registration

 

9.00am
Welcome Address

 

Camilla de Villiers

Global Head, Digital Solutions, Regional Head, Wealth Management, EMEA & Asia

Thomson Reuters

 

9.10am
Panel Discussion
How you can make digital matter

 

• Everyone is 'going digital,' but just what does that mean?
• Are you making the most of the technologies and channels which exist?
• How do you need to change the way you think about the business?
• What challenges do firms face when they extend an adviser-based business model with digital capabilities?
• Is the investment and time really worth it?
• What impact will the growth of the fintech industry have on traditional wealth managers?
• Digital is not just a client-facing opportunity – how can firms use analytics and big data to gain a competitive edge?
• Who will be the winners and losers in 5 to 10 years’ time?

 

Chair

 

Rob Agnew
Partnership Directors, North Asia
Thomson Reuters
 

Panel Members

 

Peter Rutherford
Director, Information Technology
Credit Suisse Private Banking

 

Terence Tam

Head of Wealth Management Technology, Asia ex-Japan

Nomura

 

Julian Webb
Managing Director, Anova
SS&C Institutional and Investment Management

 

Clive Smith
Head of Sales, Asia Pacific
Assentis Technologies

 

9.55am
Keynote Presentation

Crowd investment

 

Philippe El-Asmar
Founding Partner and CBDO
Amareos

 

• What’s happening in this space?
• Opportunities and challenges

 

10.15am

Presentation

Creating a new investment experience

 

Harry Krkalo
Executive Director
Leonteq Securities

 

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

 

10.35am
Refreshments & Networking

 

11.05am
Panel Discussion
The fintech phenomenon – does it have any real substance?

 

• Are mobile, digital and social media trends reshaping wealth management to any significant extent yet?
• Do fintechs have the potential to ever challenge for real market share?
• Where is the biggest scope for disruption?
• What is the role for fintechs in wealth management of tomorrow?
• What’s the likely influence of robo-advisers in 10 years’ time?
• Rather than competing head-on – are there any immediate opportunities for disruptive technologies to provide private and retail banks a way to extend their value proposition?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel Members

 

Alex Ypsilanti
Chief Executive Officer & Co-founder
Quantifeed

 

Mathias Helleu
Executive Chairman
8 Securities

 

Dominic Gamble
Chief Executive Officer & Co-founder
findaWEALTHMANAGER.com

 

Juwan Lee
Lead Founder and Chief Executive Officer
NexChange

 

Sameer Chishty
Partner, Head of Global Wealth Management Practice
Bain

 

Seamus Donoghue
Chief Executive Officer
Allocated Bullion Solutions

 

Renu Bhatia
Co-Founding Partner and Managing Director
SuperCharger

 

11.55am
Presentation
Precious metals - waiting for the technology revolution

 

Seamus Donoghue
Chief Executive Officer
Allocated Bullion Solutions

 

• Why can’t you trade physical gold on your current client platform?
• Physical vs paper - key differences
• Is the market broken: is telephone-based trading the future?
• Electronic trading and post trade - what we can learn from other asset classes?
• Key considerations for private banks trading gold

 

12.15pm
Panel Discussion
Creating a culture of innovation

 

• Do banks and other incumbents in wealth management have the people, culture and mind-set needed to adapt and thrive against the digital players likely to enter this space?
• What’s the secret to being able to continually reinvent your business?
• How do the more forward-thinking firms doing to achieve this?
• How does cultural innovation relate to people, teams and risk-taking in terms of new thinking and decision-making?
• How can banks and other traditional financial services / wealth management institutions achieve this – especially since they have to move quickly in today’s competitive landscape?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel Members

 

Paul Mais
Regional Head of Business Process and Technology Investment Prioritisation, Retail Banking and Wealth Management
HSBC

 

Marko Milek, PhD
Managing Director, Head of Global Exchange APAC
State Street Global Exchange

 

Aaron Perryman
Partner, Financial Services - Advisory
EY

 

Luke Waddington
Head of Electronic Business and Markets, Global Markets APAC
BNP Paribas

 

1.00pm
Lunch

 

1.50pm
Panel Discussion
Driving the digital revolution in insurance

 

• How are emerging digital and other technologies reshaping the way insurance companies connect with customers?
• What does it take to leverage technology to drive customer acquisition and retention across multiple distribution channels?
• How can insurance companies create a competitive advantage through investment in technology and data-driven insights about customers?
• How can the customer experience be improved?
• How can social media facilitate personalised customer engagement? To what extent can you reach new markets using social channels?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel Members

 

Valerie Bruce
E-Business Specialist
Old Mutual International

 

Ben Worthington
Chief Distribution Officer
Zurich Life Insurance (Hong Kong)

 

Mark Wales

Principal

Deloitte

 

Marco Kamerling

Associate Partner & Managing Director

Synpulse

 

2.35pm

Presentation

How to cope with complex interactions between content, case-workers and business resulting from going digital

 

Mark Busser
Chief Executive Officer
IMTF

 

• Going digital is migrating back-end activities to the front
• Coping / automating challenges from Compliance-, Tax-, Cross-Border- and Suitability-requirements
• Each case requires unique handling!
• Reducing time & complexity with IMTF’s case management framework & content

 

2.55pm

Refreshments & Networking

 

3.25pm

Panel Discussion

How to keep up with the advisory and platform revolution

 

• What is having the biggest impact on the role and delivery of investment products and advice in wealth management?
• There are many platforms from many vendors – how can firms coordinate these platforms and information / data?
• Can asset managers compete with robo-advisers in a more rational and regulated world in relation to fees and performance expectations?
• What is needed to enhance relevance and context – and control – for client portfolios?
• Where will the next mobile wave of investment product come from?

 

Chair

 

Michael Stanhope

Chief Executive Officer & Founder

Hubbis

 

Panel Members

 

Panos Archondakis

Executive Director, Group Technology

UBS Wealth Management

 

Robert Rooks

Partner

Deloitte

 

Mark Munoz

Managing Director

Contineo

 

Andrew Hardie
Principal, Hong Kong
The Boston Consulting Group

 

4.05pm

Panel Discussion

Innovation: where next for technology in wealth management?

 

• What tools or services will wealth managers of tomorrow need stay ahead?
• How can banks and other wealth management players better service client obsessions with smartphones and tablets?
• Design or functionality – which is more important?
• What will be the challenges in implementing new solutions?
• The client experience of the future: how can you more actively involve the clients along the entire advisory process through the way they use online and mobile channels?
• What does the next generation want from their wealth management experience? To drive the tools and services of tomorrow?
• Where’s the balance between self-service banking and traditional wealth management?

 

Chair

 

Michael Stanhope

Chief Executive Officer & Founder

Hubbis

 

Panel Members

 

Stanley Yu

Director, Group Technology

UBS Wealth Management

 

Mark Busser
Chief Executive Officer
IMTF

 

Daniel Chia

Co-Founder

Call Levels

 

4.45pm

Forum Ends