Investment Advisory Summit, Hong Kong 2015
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|8:30am – 9:00am||Registration and Coffee|
|9:00am – 9:05am||Welcome and opening comments|
|9:05am – 10:00am||In conversation with CEOs | Differentiate or die?
With private banks in Asia eager to distinguish themselves by the quality of their advice, will the investment advisory community finally be at the front and centre of the business model? Will investment advisors be as sought after as relationship managers? Will they be remunerated on a similar scale? Is market performance the single most important criteria when evaluating advisory personnel?
|10:00am – 10:40am||Session 1 | Know your customers
The Asian high net worth client is difficult to define and meeting the needs of this diverse group is a significant challenge. Is the Asian private banking industry set up to meet the needs of clients today and in the future? In this session, Andrew Hendry will share fresh insight from M&G’s proprietary research programme, providing a view on what your customers need from their private banking relationships, how they benchmark their wealth, and what they really see as their financial goals.
|10:40am – 11:05am||Coffee break|
|11:05am – 11:45am||Session 2 | 2015 and beyond – approaches, themes and opportunities
Hear insights from discretionary portfolio managers and gatekeepers of advisory mandates, who explore key investment themes for 2015 and beyond. Which asset classes and instruments are these decision-makers keeping an eye on? Where are flows headed? What are the expectations for the year ahead?
|11:45am – 12:25pm||Session 3 | Regional Perspectives on regulatory preoccupation
Management responsibility, open communication, and transforming culture: Hong Kong, Singapore and regional perspectives on these regulatory preoccupations and how these preoccupations are changing regulators’ behaviour, and how to manage the risks.
|12:25pm – 1:00pm||Session 4 | The future of managed investments for high net worth investors
The panel will discuss some of the marketplace trends and disruptive factors that are changing the way private banks service their clients. Along with portfolio construction, technology, regulation, cost pressures and evolving investor preferences, the panel will look at innovations in asset management and discretionary solutions that are increasingly being utilised to meet investors’ wealth management needs.
|1:00pm – 2:00pm||Luncheon|
|2:05pm – 3:00pm||Session 5 | Breakout sessions
a. Case studies: tools and methodologies for efficient portfolio allocation
b. Exploring the differences between the perceptions and reality of the Asian HNWIs
c. The evolution of technology influencing the buying habits and manufacturing of structured products
In this day and age we believe investors are much more knowledgeable, and with the next generation inheriting wealth, they are even more focused on solutions rather than opportunistic trades. The difference in this culture offers a different investment approach and mentality that we would like to discuss at this roundtable.
|3:00pm – 3:30pm||High tea and networking session|
Regional Head, Products & Solutions, Asia and Middle East
ABN ARMO Private Bank
Head, Investment Advisory
Hang Seng Private Bank
Head of Discretionary Portfolio Management, Asia
BNP Paribas Wealth Management
Head of Investments
EFG Asset Management (Hong Kong)
Mourad Tahiri Alaoui
Managing Director, Regional Head of Portfolio Management, Asia
Pictet & Cie
Head of Advisory Services, Asia
Pictet & Cie
Executive Director, Head of Investment Advisory, Hong Kong Wealth Management
Managing Director, Head of Mandate Specialists, Asia Pacific
UBS Wealth Management
Managing Director, Head of Investment Consulting, Hong Kong
Head of Wealth Management Services, North Asia
For further information, please contact: [email protected]