DPM Leaders Conversation 2023 Singapore

Date:
27 April 2023
Time:
09:00 – 12:55, followed by a networking luncheon
Venue:
The Fullerton Hotel Singapore

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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Overview

Asian Private Banker’s 2023 DPM Leaders Conversation is a high-powered closed-door, in-person thought leadership forum for DPM professionals working in private wealth management in Asia Pacific.

Featuring the biggest names from the biggest banks offering Discretionary Portfolio Management services, the half-day think tank will bring together private bank specialists with product manufacturers to tackle the overarching issue of how to grow DPM mandates through exemplary service and performance standards.

Product manufacturers will join asset specialists from DPM teams to discuss macro indicators affecting specific mandates, clients’ needs and demands, long-term performance characteristics and the optimal construction of model and tailor-made mandates designed more specifically for the Asia Pacific client base.


Agenda

09:00 Welcome Remarks
09:05 – 09:50 Opening Panel: A shift to mainstream: How is investor appetite changing the landscape of DPM penetration in Asia?
– As clients across APAC seek high conviction portfolios in the current environment, how are DPM mandates being constructed from an asset allocation perspective – are there any indicators that 2023 can offer better opportunities and performance than the previous year?
– What are the opportunities for fixed income investing vs. equities in 2023, and how are strategies shifting in each of these asset classes?
– To what extent are private banks offering private market investment opportunities through DPM mandates? What are the likely trends in client penetration in the alternatives DPM space?
– While some economic forecasts see China possibly delivering the best return of any major stock market in 2023, how are mandate strategies shifting to ensure the right level of exposure to the Chinese market?
– Many banks have seen stronger performance from including short-dated investment grade bonds in their mandates – is this trend likely to continue through 2023?
– How are private banks weighting growth stocks vs. value stocks and how are portfolio managers innovating their mandates to reflect their house view in this regard?

Speakers:

Garth Bregman
Head of Investment Services, Asia Pacific, BNP Paribas Wealth Management
Yves Bogni
Head Mandate Investment Team, UBS Global Wealth Management
Bhaskar Laxminarayan
Chief Investment Officer Asia, Bank Julius Baer
Hugues Rialan
Asia Chief Investment Officer & Head of Discretionary Portfolio Management, Pictet Wealth Management
09:50 – 10:20 Focus Session

In collaboration with

10:20 – 10:50 Focus Session

In collaboration with

10:50 – 11:10 Networking Break
11:10 – 11:40 Focus Session
11:40 – 12:10 Focus Session
12:10 – 12:55

Closing Panel Discussion: Innovations within DPM mandates – where are private banks finding an edge?

– What are going to be the main themes in DPM as we dive deeper into 2023 and private banks seek to offer multi-strategy, globally diversified portfolios to their clients? Hedging against downside risks, thematic offerings like the metaverse or sustainability, or something else?
– How are digital technologies helping to enhance the mandate experience for clients, particularly as more private banks start to offer mobile app-based DPM platforms?
– How are private banks finding the right balance between allowing more opportunities for clients to personally customise their portfolios vs. maintaining a high-touch, service-first approach?
– What place do hedge funds have a place in DPM mandates? Is this an asset class clients are seeking to invest in?
– What are the most important factors private banks are looking for when it comes to including ESG in their discretionary portfolio solutions?

Speakers:

Paras Gupta
Head of Investment Services South-East Asia & Head of Discretionary Portfolio Management Asia, Union Bancaire Privée
Stefanie Holtze-Jen
Chief Investment Officer & Head of Discretionary Portfolio Management APAC, Deutsche Bank
Christophe Marciano
Head of Discretionary Portfolio Management, DBS Private Bank
Yuh Harn Tan
Head of Discretionary Portfolio Management & UHNW Solutions, Asia, RBC Wealth Management


12:55 Close of event, followed by lunch

Speakers

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

Yves Bogni
Head Mandate Investment Team, UBS Global Wealth Management

Bhaskar Laxminarayan
Chief Investment Officer Asia, Bank Julius Bear

Hugues Rialan
Asia Chief Investment Officer & Head of Discretionary Portfolio Management, Pictet Wealth Management

Paras Gupta
Head of Investment Services South-East Asia & Head of Discretionary Portfolio Management Asia, Union Bancaire Privée

Stefanie Holtze-Jen
Chief Investment Officer & Head of Discretionary Portfolio Management APAC, Deutsche Bank

Christophe Marciano
Head of Discretionary Portfolio Management, DBS Private Bank

Yuh Harn Tan
Head of Discretionary Portfolio Management & UHNW Solutions, Asia, RBC Wealth Management

More speakers to be announced …

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Yves Bogni
Head Mandate Investment Team, UBS Global Wealth Management

Yves joined UBS Global Investment Management in Singapore in 2010 as the head of investment strategy in APAC. In his current role, as the head of the mandate investment team, he is responsible for the front-to-back investment process of discretionary mandates of UBS Global Wealth Management in Asia. This includes SAA and TAA implementation, investment content selection, portfolio construction as well as managing a dedicated investment process for the largest discretionary UHWN portfolios in the Region. In addition, he is responsible for UBS Global Wealth Management’s investment process governance across Asia, including domestic locations such as Japan and China.

Yves holds a degree in international management from the Northeastern University of Applied Sciences in Switzerland. He also studied finance at Ajou University in South Korea and is a CFA charterholder.

Christophe Marciano
Head of Discretionary Portfolio Management, DBS Private Bank

Christophe heads the Discretionary Portfolio Management practice at DBS Private Bank. He leads a team of experienced portfolio managers running a broad range of mandates and products catering for various client risk appetite and investment needs. His team contributes to the elaboration and the implementation of the investment strategy across various asset classes and regional markets.

Christophe joined the investment industry in the late 90’s and has 25 years of international experience managing global multi asset portfolios at Credit Lyonnais Suisse SA, Credit Agricole Indosuez and Société Générale Private Banking before joining DBS in October 2014. He holds a Master in Finance from ESCP Europe (Paris) and a Master in Management from Skema Business School.

Stefanie Holtze-Jen
Chief Investment Officer & Head of Discretionary Portfolio Management APAC, Deutsche Bank

Stefanie Holtze-Jen is the chief investment officer and head of discretionary portfolio management of the international private bank for APAC. She is responsible for all discretionary mandates such as multi-asset portfolios, fixed income portfolios and equity portfolios.

Holtze-Jen was most recently global chief currency strategist, portfolio manager, at asset manager DWS, where she coordinated a team to guide the portfolio managers on strategy in foreign-exchange exposure covering the macro view, positioning and technical analysis. Based in Singapore, she is responsible for the development for the Asian part of the house view of Deutsche Bank International Private Bank.

Prior to DWS, Holtze-Jen held different leadership roles at Commerzbank AG and Royal Bank of Canada in Hong Kong, Singapore and London.

Holtze-Jen is a member of the Singapore Foreign Exchange Committee under the Monetary Authority of Singapore. She was nominated and is serving as co-vice chair of the Global Foreign Exchange Committee for a two-year term.

Hugues Rialan
Asia CIO, Pictet Wealth Management

Hugues Rialan is Chief Investment Officer and Head of Discretionary Portfolio Management for Asia at Pictet Wealth Management, based in Singapore.

He was previously CIO of Pictet North America Advisors SA since 2011, based in Geneva, where he had made pivotal contributions to the development of Pictet’s business for US clients.

In his role as Asia CIO, Hugues is responsible for continuing to build up Pictet Wealth Management’s investment expertise in Asia and further enhancing its platform capabilities in the region.

Hugues has extensive international investment experience. He started his career at the private wealth management unit of Goldman Sachs in London, where he focused on serving ultra-high-net-worth clients. He subsequently worked for Banque Robeco in Paris, where he supervised and developed the firm’s discretionary business and asset allocations for client portfolios.

He holds a Master of Business Administration from The Wharton School, University of Pennsylvania, USA and Master of Science from Ecole Centrale De Paris, France.

Paras Gupta
Head of Investment Services South-East Asia & Head of Discretionary Portfolio Management Asia, Union Bancaire Privée

Paras Gupta is head of investment services South-East Asia and head of discretionary portfolio management (DPM) Asia at Union Bancaire Privée (UBP).

Paras is responsible for leading the DPM, investment specialists and investment advisory teams based in Singapore and is the regional head for DPM.

Paras has over 20 years of experience in banking and wealth management, and has spent the past decade managing discretionary portfolios for high net worth individuals in Asia. He previously held senior positions at BSI in Hong Kong and Coutts in Singapore and also worked for both HSBC and Merrill Lynch in Singapore.

Marc Lansonneur
Managing Director, Head of Managed Solutions, DBS Bank

When he’s not seeking out investment opportunities for clients, Marc coaches rugby for underprivileged kids. At the heart of it is his belief in creating a positive change to people and to society. He brings this philosophy to work, where he sees ESG as a way to both help clients do well, and do good at the same time.

Joining DBS from Société Générale in October 2014, Marc leads the wealth managed solutions and balance sheet products. His team of specialists cover managed products such as funds (unit trusts, hedge funds), funds selection and private investments. It should come as no surprise that Marc is a member of DBS Group Sustainability Council.

At Société Générale, he held various positions in private banking, corporate and investment banking in Asia, Europe and America. He has more than 20 years of experience in the financial industry.

A French national, Marc holds a Master in Business Administration from ESSEC in Paris, France.

Yuh Harn Tan
Head of Discretionary Portfolio Management & UHNW Solutions, Asia, RBC Wealth Management

Harn brings over 27 years’ experience in portfolio management. Prior to joining RBC, he was senior portfolio manager, investment management APAC at Credit Suisse AG Wealth Management. He previously held roles at UBS AG Wealth Management, where he was head, equity mandates & modules APAC and BNP Paribas Wealth Management, where he was a portfolio manager.

Harn holds an MBA from California State University and an honours degree in B.Sc in Business Administration majoring in finance from Hawaii Pacific University.

Royston Low
Managing Director & Regional Head, Private Investments, BNP Paribas Wealth Management

Royston is the regional head for private investments at BNP Paribas Wealth Management, which encompasses private equity and private real estate funds. Based out of Singapore, he has held this role since 2010.

Prior to this, he spent seven years of his career with TIFF Ventures PTE Ltd, a wholly owned subsidiary of the Singapore Economic Development Board. TIFF Ventures managed the US$1.3 Billion Technopreneurship Investment Fund, a “fund of funds” established to promote venture capital and private equity investments in Singapore. In this capacity, he was responsible for origination and due diligence, which resulted in numerous investments in private equity funds globally.

Royston started his career with the National Science and Technology Board of Singapore (now agency for Science, Technology and Research, *ASTAR). He graduated with a Master of Science degree from the National University of Singapore.

Robert Reid
Global Head of Alternative Investments and Managed Solutions, Bank of SingaporePrior 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.

Philippe Spielhofer
Co-Head Advisory & Sales and Client Services APAC Managing Director, UBS Global Wealth ManagementPhilippe 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.

Marco Yau
Portfolio Manager, Research Analyst, Allianz Global InvestorsMarco 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.
Jason Hsu
Portfolio Manager, Research Analyst, Allianz Global InvestorsJason 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.
Günter Tschiderer
Head of Intermediary Sales, Hong Kong & South East Asia, BNP Paribas Asset ManagementGünter 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.

Mathieu Forcioli
Global Head and Asia-Pacific Head of Alternatives, HSBC Wealth and Personal BankingMathieu 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.

Ancus Mak
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.

Daniel Chan
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.

Daniel Shane
Editor, Asian Private BankerDaniel 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.
Twinkle Zhou
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.
Jacky Tang
Head of Portfolio Management Group Asia, Head of Portfolio Advisory Group Asia, Head of Investment Strategy Group Asia, Goldman Sachs Private Wealth ManagementJacky 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.

Clark Cahill
Senior Content Manager, Asian Private BankerClark 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).

Nan Liu
Product Specialist, Allianz Global InvestorsNan 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.