DPM H1 Focus 2022

On Demand Sessions

Keynote Interview: What is driving the continued rise of DPM penetration in Asia Pacific and where to find the edge in attracting and retaining DPM clients?

It is well known that DPM penetration at circa 10% at private banks in Asia is well below that of its counterparts in Europe and the US. Why is this and what will drive future growth – evolving client demands, consistent mandate performance, regulatory pressures, or the straight forward flat-fee aspect of DPM? Join our opening interview to get under the bonnet of DPM in Asia and what drives a superlative offering from private banks.

Speaker

Garth Bregman, head of Investment Services, Asia Pacific, BNP Paribas Wealth Management

Asset Class Deep Dive: Fixed Income Mandates

2021 saw a shift in rates trajectory after years of depressed yields in most developed markets, which led investors to renew their focus on interest rate and inflation sensitivity, and some looked to new markets such as China to generate uncorrelated returns. With the world facing an increasingly volatile geo-political environment, investors can anticipate a continued rollercoaster ride from most global indices in the next 12 months. Fixed income allocations, now more than ever, deserves particular scrutiny in constructing the optimal discretionary portfolio.

How are private bank DPM specialists tackling this East and West asset class dynamic? What key indicators and investment trends make the modern investor’s portfolio outperform? How will product providers provide key innovation that persuades clients DPM is the best route to both wealth preservation and asset growth?

Speakers

  • Lina Lim, regional head of Discretionary and Funds, Asia Pacific, HSBC Wealth and Personal Banking
  • Nathan Lim, co-head of Investment Management Services, Morgan Stanley Private Wealth Management Asia
  • Darren Wills, managing director, APAC head of Fixed Income iShares and Institutional Index, BlackRock

Identifying the key building blocks for a sustainable, long-term, profitable DPM offering in Asia Pacific

Close scrutiny of stock charts, fixed income performance and the vagaries of alternative investment provides sobering reading for even the most experienced investor. As DPM offers perhaps the most prudent form of investment for HNWIs looking to maximise profits, reduce risk and achieve personal goals pertaining to sustainability and corporate governance, what strategy makes most sense for the private bank that looks to combine its arsenal of digital prowess with intellectual experience and capability? What lessons can we learn from platforms such as UBS My Way and Credit Suisse Invest and how will they develop in the long term?

Speakers

  • Stefan Lecher, regional head of Investments & Wealth Solutions, Asia Pacific, HSBC
  • Evelyn Yeo, head of Asia Investments, Pictet Wealth Management Asia
  • Adrian Zuercher, head Global Asset Allocation & co-head Global Investment Management APAC, UBS Global Wealth Management

Speakers

Garth Bregman
head of Investment Services, Asia Pacific, BNP Paribas Wealth Management

Stefan Lecher
regional head of Investments & Wealth Solutions, Asia Pacific, HSBC

Lina Lim
regional head of Discretionary and Funds, Asia Pacific, HSBC Wealth and Personal Banking

Nathan Lim
co-head of Investment Management Services, Morgan Stanley Private Wealth Management Asia

Darren Wills
managing director, APAC head of Fixed Income iShares and Institutional Index, BlackRock

Evelyn Yeo
head of Asia Investments, Pictet Wealth Management Asia

Adrian Zuercher
head Global Asset Allocation & co-head Global Investment Management APAC, UBS Global Wealth Management