CHIEF OPERATING OFFICER LEADERS CONVERSATION
November 17, 2015 @ The Fullerton Hotel
|8:30 – 9:00am||
Registration & Coffee
|9:00 – 9:05am||
Asian Private Banker
|9:05 – 9:45am||
Front Office Client Engagement
Over the last two years, several private banks in Asia have rolled out new front-end solutions or applications. What are the key functionalities of these applications? What are the most important business decisions that COOs will have to consider when building these solutions? How are the business processes in the middle and back office streamlined to accommodate these new front office solutions?
Strategic Services and BFSI Consulting Leader
Head of Asia Private Banking
Private Wealth Management
Head of IT Asia
Chief Digital Officer
|9:45 – 10:25am||
Big Data, Big Plans
Big data or analysing unstructured information is touted as the next technological wave to hit the private banking industry. The data that the bank collects about its clients, trades, and processes are also its most valued assets. How apt are “big data” strategies for private banks? What kind of big data infrastructure is required for a successful solution? How do external vendors play a role in big data? Are there security and regulatory concerns?
|10:25 – 10:35am||
Knowledge Presentation: Buy Versus Build
What conclusions can be drawn from the latest data on the buy versus build and core versus non-core conversations within private banks? Is outsourcing the way to go for banks? What capabilities are being outsourced and which vendors are winning?
|10:35 – 10:55am||
Networking & Coffee Break
|10:55 – 11:35am||
Data Security and Cyber Crime
Cyber risk is a growing concern in Asia, particularly among financial institutions with high volumes of client data. How are private banks managing their human and technical vulnerabilities? What are the latest technological advances in cybersecurity that will let the COO sleep well at night?
|11:35 – 12:15pm||
Strategy: Plans, Budgets and Headcount
Private banks in Asia are pursuing a diverse range of plans and priorities, as cost/income ratios stimulate difficult conversations. Many of these plans harness the use of technology. What are some the innovation strategies currently being pursued in Asia? What is the motivation behind the run-the-bank and change-the-bank mandates? What models could work in Asia, and their implications for budgets and headcount?
|12:15 – 12:35pm||
|12:35 – 2:00pm||
Technology Awards for Excellence Gala Luncheon
Please note all conversations are off-the-record and subject to Chatham House rules. The desire of Asian Private Banker is to foster a spirit of candid and informal experience sharing among peers during this Leaders Conversation.
Editor, Asian Private Banker
Shruti joined Asian Private banker in 2010 and is the Editor of the publication.
Prior to this, Shruti was at Bloomberg as an Associate Stocks Editor.
Senior Reporter, Asian Private Banker
Priyanka joined Asian Private Banker in 2013. Prior to this, Priyanka held various freelance roles in Editorial in London, before moving to Hong Kong as an Associate Producer at CNN International, working with their TV production teams.
Priyanka graduated from the University of Nottingham holding a Bachelors of Arts and a Masters in International Journalism from City University London. In her spare time, Priyanka enjoys photography, particularly mobile photography.
Strategic Services and BFSI Consulting Leader, Cognizant
Dushyant has recently worked projects in the private banking space involving product transformation initiatives, customer experience platforms and operating model development.
Prior to Cognizant, he held roles at AMP, Booz & Company, Ernst & Young and KPMG.
Head of Asia Private Banking, Coverage IT, Credit Suisse
Manoj joined Credit Suisse in June 2010 and has been the Head of Private Banking & Wealth Management IT APAC since 2013. In this capacity, he has successfully driven an ambitious technology platform renewal program to support the business’ growth and has played a key role in enabling the bank’s Digital Private Banking solution piloted in APAC. Prior to joining Credit Suisse, Manoj worked at JP Morgan Chase, Oracle Corporation and WealthPlace, in roles ranging from CIO for a Wealth Management firm to running large scale transformation initiatives and managing large organizations.
COO, Asia, Goldman Sachs Private Wealth Management
Florence is the chief operating officer of Asia Pacific Ex-Japan Private Wealth Management, where she works closely with the division head on devising and implementing strategy for the business and manages the daily operations.
Previously, Florence managed the Asia Ex Japan Equities and Asian Special Situations Group product control teams within the Finance Division. She joined Goldman Sachs in 1999 as a senior analyst and was named managing director in 2008.
Prior to joining the firm, Florence worked in Audit Practices at PricewaterhouseCoopers and Ernst & Young in Hong Kong and Canada.
Florence earned a bachelor’s degree in business from the University of Alberta. She is a qualified member of the Canadian Institute of Chartered Accountants.
Head of IT Asia, LGT
Markus Weidmann joined LGT in Liechtenstein in 2014 as an account manager before being sent to Hong Kong as Head of IT Asia in July this year. Before joining LGT, he was an Avaloq consultant and had mandates with different banks in Switzerland and Liechtenstein. After his studies in Economics he started his working career as a project manager IT for industrial companies and in the field of insurance.
Chief Digital Officer, Asia Pacific, UBS
Managing Director, Asian Private Banker
Paris joined Asian Private Banker at the beginning of 2015, having spent almost a decade at Euromoney Institutional Investor plc building their conference division throughout Asia. He has been based in Hong Kong and the People’s Republic of China since 2003, and has done business in almost every functional market in Asia, including a few years in Dalian, Shenyang to improve his Putonghua fluency.
Paris graduated from the University of Adelaide, Australia, and was heavily involved in AIESEC, the world’s largest youth run NGO during his university years.
He is an avid scuba diver, lonely Port Power (Aussie football) fan and global adventurer in his (limited!) spare time.
Chief Executive Officer, AGDelta
Andrew Au is co-founder and Chief Executive Officer at AGDelta, an award winning digital wealth management technology solutions provider. He has more than 20 years’ experience in investment banking and Financial Services industry, worked for top-tier global banks including Bankers Trust, Macquarie and Deutsche Bank and Global Financial Technology providers like SunGard before he founded AGDelta in 2004.
Andrew is a frequent speaker at Wealth Management industry thoughts-leadership forums and an active industry participant in helping define and promote standards in the electronic trading of wealth investment products. Over the past 10 years he has been actively engaging retail and private banking institutions globally in transforming their business by leveraging E-commerce and digital channel models and technology.
COO Wealth Management Group, DBS Bank
Patrick Dreyfuss joined DBS Bank in October 2014 as Chief Operating Officer of the Wealth Management Group upon the successful acquisition of the Asian private banking business of Societe Generale.
Prior to joining DBS, Patrick was Regional COO of SGPB Asia and was also Deputy Regional CEO since March 2011. He also acted as Project Director for Societe Generale when DBS announced its plans to acquire the French bank’s private banking franchise in Asia.
Head of Business Insights, UBS Wealth Management Asia Pacific
David is currently the Head of Business Insights in UBS WM APAC and is in charge of Big Data and analytics initiatives, capabilities and the production of actionable insights in the private bank. Prior to this role he has extensive global management consulting and execution experience in Strategy, Digitalization, Innovation and Big Data initiatives across various industries and organizations, ranging from high profile startups in Silicon Valley to Fortune 500 organizations.
Managing Director IDC Financial Insights
Chief Operating Officer Asia, Middle East & Africa, Barclays
Co-founder, Startupbootcamp Fintech
Markus Gnirck is the co-founder of Startupbootcamp FinTech, the largest innovation program in the FinTech industry, based in London and Singapore. Besides running the 3 months accelerator he is also in charge of organizing hackathons, innovation workshops and pitch days – everything that is required to boost innovation in the financial industry. His motto is ‘Boosting FinTech in Asia’ to connect ecosystems and bring all stakeholders of the industry to the same table.
Chief Security Officer, Asia, Microsoft
Pierre is the Chief Security Officer and Advisor for Microsoft in Asia.
Originally a Belgian citizen, living in Asia for over 25 years, Pierre has 30 years of international experience on Information Security and Enterprise Risk Management;
He designed and built complete Security and Enterprise Risk Management environments for Governments, Finance, Transport and large conglomerate industries over the World.
Pierre is currently helping several nations across Asia to build their cyber security infrastructure & framework from the ground up.
Chief Operations Officer Asia Pacific, Deutsche Asset & Wealth Management
Venkatesh joined DB in 2007, with 20 years of industry experience in Citi. Before his current role, Venkatesh was the Head of the APAC Onshore Business for Wealth Management, and was COO and Head of Strategy for the Private Wealth Management Division in APAC.
Prior to DB, he worked at Citi Private Bank as Head of Treasury, Money Markets and Business Development for Capital Markets. Previously, he held various roles in Global Markets and Investment Banking at Citibank.
Hwee Soon Sim
Chief Operating Officer Asia, Morgan Stanley Private Wealth Management
Hwee Hoon Sim is a Managing Director of Morgan Stanley and Chief Operating Officer of Private Wealth Management Asia. She is also the CEO and director of Morgan Stanley Asia International Limited, Singapore Branch. Before Morgan Stanley, Hwee Hoon spent 12 years with JPMorgan Private Bank Asia. Her appointments included being the Asia Regional CFO from 2006 to 2010 and Asia Head of Risk Management from 1998 to 2006. She also sat on the Board of Directors of JPMorgan International Bank Limited (UK incorporated) and JPMorgan Securities Asia Private Limited.
She holds a Master of Finance degree from the Royal Melbourne Institute of Technology and an Honors degree in Bachelor of Accountancy from the National University of Singapore.