12th APB Summit 2022 Hong Kong
Registration to APB Summit Hong Kong 2022 is now closed.
This event is restricted to attendees from private banks, private wealth managers, IAMs, and family offices. All registrations are subject to approval by Asian Private Banker
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Agenda
| 09:00 – 09:10 | Chairman’s opening remarks |
| 09:10 – 10:10 | APB thought leaders plenary panel discussion: How are CEOs steering private banks through unprecedented times? 2022 looks set to be one of the toughest years in recent memory, with unprecedented global social, political and fiscal challenges wreaking havoc across global economies. So where are the bright spots amidst the gloom for the region’s biggest wealth managers? How have private banks CEOs steered their organisations through the stormy waters and managed ever-changing internal and external threats? Where have been the financial and operational diversification opportunities and will 2023 be more of the same? Where does China fit within 2023 banks’ strategy? Join leading private banking CEOs for a review of the challenges faced, and an insight into the opportunities to come. Speakers: Benjamin CavalliChief Executive Officer Hong Kong; Head of Wealth Management Asia Pacific; APAC Sustainability Leader, Credit Suisse  Vincent ChuiHead of Wealth Management, Asia Pacific & Chief Executive, Morgan Stanley Bank Asia Limited  Amy LoCo-Head Wealth Management Asia Pacific, UBS Global Wealth Management; Head and Chief Executive, UBS Hong Kong  Siew Meng TanRegional Head of HSBC Global Private Banking, Asia-Pacific, HSBC  Arnaud TellierCEO, Asia Pacific, BNP Paribas Wealth Management
Moderator: Daniel ShaneEditor, Asian Private Banker |
| 10:10 – 10:30 | Networking break |
| Breakout sessions | |
| 10:30 – 11:00 |
Stream 1: Maximising returns in China equities Central banks globally are acting to fight inflation, resulting in slower economic growth in some areas. With this, however, valuations for many have come down considerably, and have become attractive. This presents a rare opportunity to accumulate high-quality stocks when markets are undervaluing their growth prospects. Join this stream to understand what regions in the world stand to offer the most opportunities for growth, and where investors can find attractive opportunities as they look to the new year. Investing in China’s future growth drivers Hosted by: Recent events have added urgency to China’s move away from property and infrastructure, to a more diversified, self-sufficient, technology-led growth model. The innovation story is not new. China has already built global leadership in a number of areas. But this represents only the start of a long journey and there is a long runway for growth. The market cap of the top five healthcare stocks in China is almost 2 trillion dollars less than the US. And the market cap of the top 20 software companies in China is only 3% of the US. Join AllianzGI’s workshop to hear their experts speak about where they see structural growth potential, why they retain confidence in the outlook despite the near-term challenges, and how they are allocating capital after the market pullback. Speakers:
Moderator:
Stream 2: Thematic investments as a core portfolio holding? Thematic investments are evolving from satellite instruments to increasingly core strategic holdings. From ETFs to active funds, the growth of thematic products – from climate change and resource scarcity, to urbanisation and technology breakthroughs – presents long-term opportunities for clients who are aligning their social responsibilities with their financial aspirations. Join this stream to understand how clients can be better informed on the megatrends that will shape the investment world in the future, and get the most out of their thematic strategies. Sustainable Asian cities: A compelling – and urgent – investment opportunity In partnership with: By 2050, some 1.2 billion more people will live in Asian cities, and the region will account for more than half of the world’s urban population. To cope with such steep growth and the impact of increasingly frequent and severe climate events, Asia’s infrastructure will require sizeable funding, exceeding USD 1 trillion by 2025. Bonds that are linked to a city’s sustainability pursuits offer an attractive investment proposition to invest in the future growth of Asia, through a dynamic mix of both sustainable-labelled bonds and conventional bonds aligned with the sustainable cities theme. Moreover, it is a chance for early investors to tap into the growing green premium (‘greenium’) of green, social and sustainable (GSS) bonds in Asia. Why should investors be paying attention to this nascent asset class and how can this strategy add value to your portfolio? Speaker:
Moderator:
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| 11:00 – 11:15 | Networking break |
| 11:15 – 11:55 |
The challenges for private banks to meaningfully scale up their DPM offerings
The mantra of DPM – more consistency, combined with less emotion in the decision-making process – has started to bear fruit in 2022 with greater client engagement and improved DPM adoption rates at many private banks in the region. With an eye on another growth year in 2023, what DPM strategies make the most sense for private banks looking to combine their arsenal of digital prowess with intellectual experience and capability? How to overcome continued reticence from long-term advisory clients to guide them down the DPM path? How do banks find the edge in a crowded marketplace? What products are in the mix for inclusion in both current, and future DPM portfolios, and how do DPM managers weigh up the offerings for inclusion? Join our panel to learn more. Speakers: Daniel ChanHead of Investment Management Asia, Citi Global Wealth  Ancus MakHead Mandate Consulting, Hong Kong, Asia Investment Management, Bank Julius Baer  Jacky TangHead of Portfolio Management Group Asia, Head of Portfolio Advisory Group Asia, Head of Investment Strategy Group Asia, Goldman Sachs Private Wealth Management
Moderator:Daniel ShaneEditor, Asian Private Banker |
| 11:55 – 12:25 |
A new frontier: How are liquid alts set to democratise the private markets universe?
Alternatives have long been the exclusive domain of institutional investors. However, a saturated market is pushing asset managers to pursue other business – selling alternative strategies to high net worth individuals and affluent retail investors. From liquid/semi-liquid alternative strategies, exchange traded funds and specialised mutual funds, more accessible alternative products are helping wealth managers protect clients from bear market swings and rising interest rates. As offerings designed for retail investors are set to multiply significantly within the year, traditional asset allocations are set to become outdated. How are wealth managers ensuring clients have adequate alternative offerings in the coming months? How are these products structured and how do the returns compare to those with longer lock-up periods? What constraints are preventing even larger adoption of these types of funds across the wealth continuum? How will portfolio allocation change as these products continue to grow in number and size? Speakers: Mathieu ForcioliGlobal Head and Asia-Pacific Head of Alternatives, HSBC Wealth and Personal Banking  Robert ReidGlobal Head of Alternative Investments and Managed Solutions, Bank of Singapore  Philippe SpielhoferCo-Head Advisory & Sales and Client Services APAC Managing Director, UBS Global Wealth Management
Moderator: Twinkle ZhouSenior Reporter, Asian Private Banker |
| 12:25 | Closing remarks |
| 12:30 | Networking luncheon |
Speakers
Chief Executive Officer Hong Kong; Head of Wealth Management Asia Pacific; APAC Sustainability Leader, Credit Suisse
Head of Investment Management Asia, Citi Global Wealth
Head of Wealth Management, Asia Pacific & Chief Executive, Morgan Stanley Bank Asia Limited
Global Head and Asia-Pacific Head of Alternatives, HSBC Wealth and Personal Banking
Portfolio Manager, Research Analyst, Allianz Global Investors
Product Specialist, Allianz Global Investors
Co-Head Wealth Management Asia Pacific, UBS Global Wealth Management; Head and Chief Executive, UBS Hong Kong
Head Mandate Consulting, Hong Kong, Asia Investment Management, Bank Julius Baer
Global Head of Alternative Investments and Managed Solutions, Bank of Singapore
Co-Head Advisory & Sales and Client Services APAC Managing Director, UBS Global Wealth Management
Regional Head of HSBC Global Private Banking, Asia-Pacific, HSBC
Head of Portfolio Management Group Asia, Head of Portfolio Advisory Group Asia, Head of Investment Strategy Group Asia, Goldman Sachs Private Wealth Management
CEO, Asia Pacific, BNP Paribas Wealth Management
Head of Intermediary Sales, Hong Kong & South East Asia, BNP Paribas Asset Management
Portfolio Manager, Research Analyst, Allianz Global Investors
Senior Content Manager, Asian Private Banker
Editor, Asian Private Banker
Senior Reporter, Asian Private Banker
Sponsors
Conversation Partners
Networking Partners
Lunch Sponsor
Location
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Co-Head Wealth Management Asia Pacific, UBS Global Wealth Management; Head and Chief Executive, UBS Hong Kong
Amy Lo is co-head of wealth management Asia Pacific, head and chief Executive of UBS Hong Kong, and a managing director at UBS. Amy has over 30 years of experience in the banking industry. Since joining UBS in 1995, she has held a number of senior management positions including regional head of ultra high net worth and global family office in Asia. Today, the ultra-high net worth business is the leading wealth manager for ultra-high net worth individuals in the region.
Actively involved in the development of the private banking industry in Hong Kong, Amy chairs the Executive Committee of the Hong Kong Private Wealth Management Association (PWMA), and is a Board Member of the Hong Kong Financial Services Development Council (FSDC).
In recognition of her contribution to the wealth management industry, Amy was named Private Banker of the Year in the Asian Private Banker Awards for Distinction 2020.
CEO, Asia Pacific, BNP Paribas Wealth Management
Arnaud Tellier leads a regional team of over 1,100 private banking professionals across key markets in Asia.
In his role, Arnaud defines the strategic direction of the business while overseeing its day-to- day management; his hands-on approach ensures clients and their families can better navigate ever-changing markets in Asia, and across the world.
Arnaud brings a multi-disciplinary approach to serving BNP Paribas’ private banking clients, with a background in capital markets and corporate and investment banking. His efforts in transforming the bank’s offering for Asian clients saw him awarded ‘Private Banker of the Year’ at The Digital Banker’s 2019 Global Private Banking Innovation Awards.
Arnaud has held senior management positions at BNP Paribas for more than 20 years. A finance graduate of the French Business School, Arnaud is fluent in Spanish, French and English. A family person at heart; he is also an avid sports enthusiast and participates in triathlons with his son.
Chief Executive Officer Hong Kong; Head of Wealth Management Asia Pacific; APAC Sustainability Leader, Credit Suisse
In his senior leadership role, Mr. Cavalli leads the Wealth Management business in Asia Pacific. He also focuses on collaboration opportunities within Credit Suisse to capitalise on the synergies and business opportunities in the region, drive profitable business growth and advance market share.
As APAC sustainability leader, co-chair of the APAC sustainability committee, and trustee of the board of the Credit Suisse APAC foundation, he works across businesses to establish Credit Suisse as a global leader in environmental, social and governance (ESG).
Mr. Cavalli joined Credit Suisse in November 2009 as head of private banking for the Singapore market, based in Singapore. He has over 26 years of experience in both investment banking and wealth management across Switzerland and Asia, 20 of which were based in Singapore and in various senior management capacities.
Mr. Cavalli is accredited under IBF Advanced (IBFA) by the Institute of Banking and Finance (IBF) in Singapore.
Regional Head of HSBC Global Private Banking, Asia-Pacific, HSBC
Siew Meng Tan leads a team of 1,400 dedicated professionals across the region to serve the wealth needs of business owners and their families.
Siew Meng has more than 30 years of banking experience in a wide variety of management roles across Asia, culminating in her being recognised as Asian Private Banker’s Private Banker of the Year in 2019.
Prior to her current position, Siew Meng was the regional head of global trade and receivables finance for HSBC in Asia-Pacific. In this role, she managed the bank’s trade and supply chain franchise across the region.
Siew Meng joined HSBC in April 2004 as a director, corporate and investment banking for Singapore, and was subsequently promoted to head of commercial banking for Singapore in 2006.
Siew Meng holds a bachelor’s degree in business administration from the National University of Singapore.
Head of Wealth Management, Asia Pacific & Chief Executive, Morgan Stanley Bank Asia Limited
Vincent Chui is managing director and head of Asia wealth management, Asia Pacific for Morgan Stanley. He is also the chief executive of Morgan Stanley Bank Asia Limited, a licensed bank in Hong Kong. Prior to assuming his current role, he was the head of institutional equity distribution for Asia Pacific, responsible for the distribution of primary and secondary Asia equity products globally.
Vincent started his career with the administrative service of the Hong Kong Government and remains active in public service.
Vincent holds an MBA jointly conferred by the Kellogg School of Management, Northwestern University and HKUST Business School, and a BBA (Hons) from the Chinese University of Hong Kong. He attended postgraduate studies in public administration at the University of Oxford. He is a member of the Hong Kong Academy of Finance and a Fellow of the Hong Kong Securities and Investment Institute.
Global Head of Alternative Investments and Managed Solutions, Bank of Singapore
Prior to joining Bank of Singapore, Robert was a managing director at BlackRock, most recently serving the firm and its clients as country head for both Hong Kong and Taiwan, having joined the firm more than eight years before as the head of strategy and chief operating officer for BlackRock’s iShares/ETF business in Asia.
Robert has more than 30 years of experience in professional and financial services in Asia, having served in senior leadership roles with P&L responsibility for global asset management and sell-side firms.
Robert originally qualified as a corporate finance solicitor at Linklaters, specialising in public and private M&A transactions for nearly 10 years, before moving to McKinsey & Company and then CLSA, serving the firm in multiple leadership positions.
Co-Head Advisory & Sales and Client Services APAC Managing Director, UBS Global Wealth Management
Philippe is responsible for sales management, product specialists for investment solutions, active advisory, wealth planning, family advisory and marketing. He also oversees investment management, investment office and lending and banking products for the Hong Kong location.
Philippe joined UBS in 2011 to support the creation of an integrated client coverage across business divisions in APAC for the top accounts at group-level. In 2015, he was appointed operating head for investment products & solutions for Asia pacific in wealth management, and from 2016 to 2017 he also assumed the additional role of local product head for WM China domestic. In January 2020, Philippe took up the role of head investment specialists Greater China, in WM advisory & sales, and was appointed to the current roles in January 2021.
Prior to UBS, Philippe held various positions at Credit Suisse in Zurich, Hong Kong and Seoul. He holds a Master of Science degree from the University of Durham, United Kingdom.
Portfolio Manager, Research Analyst, Allianz Global Investors
Marco is a Hong Kong-based research analyst with Allianz Global Investors, specialising in the China financials and software sectors. He joined the firm in October 2018 and became co-lead portfolio manager of the AllianzGI China Future Technologies strategy in July 2022. Marco has 12 years of industry experience. Before joining Allianz Global Investors, he worked at CEB International Capital and CLSA Ltd, specialising in China financials. Marco holds a Bachelor of Arts degree in economics from the University of Hong Kong, as well as an LLB degree from Manchester Metropolitan University.
Portfolio Manager, Research Analyst, Allianz Global Investors
Jason joined Allianz Global Investors in April 2018 as a research analyst specialising in technology companies across Asia ex-Japan. He became co-lead portfolio manager of the AllianzGI China Future Technologies strategy in July 2022. Before joining, Jason worked at Bric Neutron Asset Management as co-manager of a global TMT portfolio. With 14 years of industry experience, he also previously worked at Allard Partner Limited as a Greater China TMT research analyst. Jason holds an MBA from Columbia Business School and a Bachelor of Arts degree in economics from National Taiwan University.
Head of Intermediary Sales, Hong Kong & South East Asia, BNP Paribas Asset Management
Günter Tschiderer leads business development with intermediaries (private banks, retail banks and insurers) in Hong Kong and South East Asia for BNP Paribas Asset Management (BNPP AM).
Prior to this assignment, he successfully developed fund distribution with private banks in Asia Pacific out of Hong Kong. His previous roles included heading the wholesale distribution teams in North and South East Asia out of Hong Kong and Singapore. Upon arrival in Asia, Günter marketed smart beta and liquid alternative investment solutions as a sales specialist for THEAM (BNP Paribas) across the Asia Pacific region.
Günter is a CFA charter holder and holds a master’s degree in international economics from the University of Innsbruck, Austria and a diploma in management from the Grenoble School of Management, France. In addition to German, his native language, he is fluent in English, French and Spanish.
Global Head and Asia-Pacific Head of Alternatives, HSBC Wealth and Personal Banking
Mathieu is currently global head and Asia Pacific head of alternatives, in HSBC’s global private banking and wealth division, based in Hong Kong. In this capacity, he oversees the offering of hedge funds, private equity funds, real estate funds and other private investment opportunities to HSBC’s private banking and wealth customers.
Prior to joining HSBC, Mathieu set up the private markets offering of Antarctica Asset Management, a global platform allowing wealth managers to offer their clients access to a curated offering of hedge funds and private market funds.
Before that, Mathieu set up and grew the Asia operations of Moonfare, an online platform allowing private individuals to invest in private equity funds. In the earlier part of his career, Mathieu held various leadership roles at UBS, including leadership of the wealth management private markets distribution team and the institutional investments group for APAC.
Head Mandate Consulting, Hong Kong, Asia Investment Management, Bank Julius Baer
Ancus Mak is responsible for overseeing the business activities of Bank Julius Baer’s Asia investment management (AIM) in North Asia. In this role, he has established AIM’s Hong Kong franchise via strategic proposition, product development and marketing campaigns since he joined Bank Julius Baer in 2017. He is also actively involved in structuring appropriate discretionary investment solutions for HNW, UHNW and Institutional clients with the relationship managers.
Ancus has more than 15 years of experience in investment management. Before joining Bank Julius Baer, he was a discretionary portfolio management specialist at Deutsche Bank Wealth Management, where he was responsible for developing and implementing business strategies for discretionary mandates in the APAC region. Ancus started his career as a finance journalist who covered the Hong Kong and China capital markets.
Head of Investment Management Asia, Citi Global WealthDaniel Chan is responsible for overseeing all of Citi investment management activities in the Asia Pacific region. He is a member of the CIM Global Leadership Team and the chairman of the Asia Investment Forum.
Daniel is a seasoned investment professional with over 28 years of public and private equity investment experience. Prior to joining Citigroup, he was a founding member of The Dellacorte Group, a private equity firm focusing on middle market buyout transactions. He co-led the investment team in deal sourcing and financial due diligence.
Before joining Dellacorte, Daniel was a senior portfolio manager at Wilmington Trust, responsible for managing discretionary investment portfolios for institutional and private investor aggregating.
Daniel received a joint MBA degree from the NYU Stern School of Business, London School of Economics and HEC School of Management, Paris. He also received a BS in finance and management from NYU Stern and is a holder of the chartered financial analyst designation.
Editor, Asian Private Banker
Daniel Shane is Editor of Asian Private Banker and is responsible for spearheading the publication’s editorial, awards and data products. Daniel was previously Asia Companies & Markets News Editor at the Financial Times in Hong Kong where he managed corporate and financial coverage in both online and print, as well as moderating events for the FT in the region. Earlier in his career Daniel was a reporter for CNN and Barron’s in Asia. He graduated with a degree in Anthropology from the UK’s University of Sussex.
Senior Reporter, Asian Private BankerTwinkle Zhou is a senior reporter of Asian Private Banker. Twinkle was previously a reporter at AsianInvestor where she covered institutional asset management, with a focus on Greater China. She was also with Acuris, SCMP and Hong Kong Economic Times in earlier years, covering ECM, conglomerates and TMT.
Head of Portfolio Management Group Asia, Head of Portfolio Advisory Group Asia, Head of Investment Strategy Group Asia, Goldman Sachs Private Wealth Management
Jacky is head of the portfolio management group, head of the portfolio advisory group, and head of the investment strategy group for Goldman Sachs Private Wealth Management in Asia Pacific. He is responsible for centralised discretionary portfolio management for ultra high net worth and institutional clients across Asia Pacific. Jacky is also responsible for advising clients on strategic asset allocation and tactical investment strategies. He joined Goldman Sachs as an executive director in 2012 and was named managing director in 2019.
Jacky has served as an adjunct professor for the City University of Hong Kong’s department of economics and finance and has led a number of workshops in behavioural finance, sustainable finance, financial markets, asset allocation and portfolio management.
Jacky earned a PhD in economics from the Shanghai University of Finance and Economics and a master’s degree from the University of Cambridge.
Senior Content Manager, Asian Private Banker
Clark is responsible for content development and production for Asian Private Banker’s events and conferences. Prior to this, he helmed content production roles for events and conferences at the South China Morning Post and InfoPro Digital. Early in his career, he spent time in Beijing, working as an editor at China Daily and as a news anchor with China Xinhua News Network Corporation (CNC), a TV news network run by Xinhua News Agency that targets overseas audiences.
Clark graduated with a Bachelor of Arts degree in journalism and mass communication from the University of Iowa (USA).
Product Specialist, Allianz Global Investors
Nan Liu is a Hong Kong-based product specialist with Allianz Global Investors. She joined the firm in January 2022 and specialises in China equity strategies. Nan previously worked as a product specialist at Invesco, focused on China and Asian equity strategies. Prior to this, she was part of the research team at Deutsche Bank and also a deputy economist at the Economist Intelligence Unit, responsible for research and economic forecasting of China’s national and regional economy.
Nan holds a Master in Economics from London School of Economics and Political Science and a Bachelor of Economics and Finance from the University of Hong Kong.
