Chief Operating Officers Leaders Conversation, Singapore 2016

Chief Operating Officers Leaders Conversation, Singapore 2016

November 15, 2016
9:00am – 12:30pm
The Fullerton, Singapore

Interested in future events?

Unfortunately, the COO Leaders Conversation, Singapore is over for 2016, but if you are interested in staying informed about future COO events, please feel in the form below:


    For the second year, Asian Private Banker hosted 20 Asia Pacific Chief Operating Officers from the region’s premier private banks, for a morning of informal peer sharing and networking around the most dynamic and challenging area of responsibility for modern day COO: technology and digital strategy.

    This unique function takes the form of a morning of intimate, off-the-record, facilitated conversation between industry peers. Participation in the Leaders Conversation is strictly restricted to Chief Operating Officers (guest CTOs/CDOs from the larger private banks will also be invited). No deputies or line reports will be able to attend.


    Advisory Council

    • Devraj Sankar, Head of Technology, Citi Private Bank
    • Florence Kui, Chief Operating Officer Asia Pacific, Goldman Sachs
    • Ketan Samani, Chief Digital Officer, UBS Wealth Management
    • Michael Haupt, Chief Operating Officer Asia Pacific, Vontobel
    • Patrick Dreyfuss, Chief Operating Officer, DBS Wealth Management Group


    8:30am – 9:00am Registration and Coffee
    9:00am – 9:05am Welcome Remarks
    Paris Shepherd, Managing Director, Asian Private Banker
    9:05am – 9:45am Digitising the last mile: Client onboarding

    It can take an RM up to three months to onboard a client manually; and with compliance teams ratcheting up their scrutiny of KYC and AML controls, the onboarding process is becoming more onerous – and costly. It is for these reasons that the ‘last mile’ of client experience is going through major digital transformations and this gives rise to a set of new questions: How can you reliably authenticate somebody’s identity online? How do you integrate legally valid electronic signatures with current systems? What are the best practices when it comes to onboarding your client digitally?

    Paris Shepherd, Managing Director, Asian Private Banker

    Conversation catalysts:
    Florence Kui, Chief Operating Officer APAC, Goldman Sachs Private Wealth Management
    Ketan Samani, Chief Digital Officer, APAC, UBS Wealth Management
    Lawrence Lu, General Manager APAC, Appway
    Manoj Bhojwani, Head of IT, APAC, Credit Suisse Private Banking

    9:45am – 10:05am Networking and Coffee Break
    10:05am – 10:40am Achieving end-to-end efficiency in Asia’s private banks

    Singapore – a crucial wealth management hub – is adjusting to the new realities of the industry, battling myriad challenges and finding diverse pathways to lasting success. Specifically, how are private banking players achieving end-to-end efficiencies while ensuring client centricity, and establishing best-practices for the future? What are the crucial bottlenecks for private banks in Singapore and how they can be eased out?

    Meghna Mukerjee, Editor, Private Banker International

    Conversation Catalysts:
    Alex Sim, Head of Risk, UOB Private Bank
    Bora Armangil, Head of Business & Sales Management Asia, UBP
    Markus Weidmann, Head of IT, Asia, LGT

    10:40am – 11:20am Why the future will involve bionic robo-advisors

    It is easy to see why robo advisors have a place in this market. However, good financial advice depends on factors that even the most sophisticated of today’s robots can sometimes overlook – factors like intellectual capital and nuance. So is the future all about a hybrid approach that leverages both the human and robot? If so, how will private banks harness bionic tools while meeting client suitability requirements?

    Sebastian Enberg, Editor, Asian Private Banker

    Conversation catalysts:
    Patrick Dreyfuss, Chief Operating Officer, DBS Wealth Management Group
    Lakshminarayanan Ramalingam, Vice President, Banking & Financial Services Projects and Delivery, Cognizant
    Smita Choudhary, Head of Digital and Business Transformation, Bank of Singapore

    11:20am – 11:40am Networking and Coffee Break
    11:40am – 12:20pm Bang for your buck: ROIs and top lines

    It has been roughly two years since private banks pumped up their technology budgets. How have these investments performed? What are the key metrics private banks (should) use to measure return on investments in the tech space and which investments have had the greatest impact to the top line so far?

    Priyanka Boghani, Senior Reporter, Asian Private Banker

    Conversation catalysts:
    Kai Wing Shiu, Executive Director, Head of Business Management, COO Asia, Julius Baer
    Mark Munoz, Managing Director, Contineo
    Olivier Crespin, Group Head Digital Bank, DBS Bank

    12:30pm – 1:30pm Networking luncheon




    “Well structured and thought through morning. Great to meet many of my peers and to share challenges and opportunities.”
    Sonjoy Phukan
    Chief Operating Officer, Asia, Middle East & Africa

    “Can see the power of such industry groups getting together to discuss topics of common interest and challenges we face”.
    Devraj Sankar
    Head of Technology
    Citi Private Bank

    “Was very useful to hear from other peers on their challenges and strategies.”
    Manoj Bhojwani
    Head Asia IT
    Credit Suisse Private Banking

    “Interesting open exchange between peers on relevant topics.”
    Patrick Dreyfuss
    Chief Operating Officer
    DBS Wealth Management Group

    “Great interactive session. Suggest other topics for similar closed door sessions.”
    Hwee Hoon Sim
    Chief Operating Officer PWM
    Morgan Stanley

    “Excellent group think tank.”
    Venkatesh Narasiah
    Group Head of Operating Model for Wealth Management
    Deustche Bank Wealth Management


    For further information, please contact:
    Olaide Ogungbesan at [email protected]