Investment Advisory Summit, Hong Kong 2017

May 9, 2017
8:30am – 3:00pm
JW Marriott Hotel, Hong Kong

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Beginning in 2010, the Investment Advisory Summits (IAS) are the largest and most important gatherings of C-suite private bankers, IAM/EAMs, and wealth managers/SFOs. Now in their 8th year, this years Summits, which will attract over 800 senior leaders from the Asian wealth management industry.

Photos from Previous Event


8:15am – 9:00am Registration and Networking – Foyer, Ballroom
9:00am – 9:15am Welcome Address – Ballroom
9:15am – 10:15am CEOs in debate | Strength in unity or autonomy?

Is the integrated, ‘one bank’ approach to private banking better geared to meet the needs of Asia’s wealthy – many of whom remain in a wealth creation phase – or do private banks that operate as ‘independent’ business divisions or even ‘pure’ wealth managers derive key advantages from their relative autonomy? While surely not a binary dilemma, the alignment between value proposition and business model matters more than ever, as issues of scalability, regulatory tightening, independence of advice and product offering and, ultimately, business sustainability loom large in the industry. This CEO panel promises to strike at the heart of what it takes to bank Asia’s wealthy.

Sebastian Enberg, Editor, Asian Private Banker

Conversation catalysts:
Albert Chiu, Chief Executive Asia Pacific, EFGBank
Amy Lo, Head, UBS Wealth Management Greater China, Country Head, UBS Hong Kong Branch, Group Managing Director
François Monnet, Managing Director, Head Greater China, Private Banking Asia Pacific, Chief Executive Hong Kong, Credit Suisse
Ronald Lee, Head of Private Wealth Management, Asia, Goldman Sachs

*More CEOs to be announced.

10:15am – 11:00am Panel | 2017 IPS Trends

Private banks continue to struggle to convince Asian HNWIs to take risks or reduce their heavily overweight fixed income allocations, despite reflationary momentum driven by recovering growth and promises of political reform. But not all is lost. Clients continue to seek predictable income through fixed maturity solutions. Equity strategies focused on long-term structural thematic trends, both in public and private markets, continue to garner interest. Increasingly charitability in Asia has opened up opportunities for strategies that produce social returns or investments based on ESG best practices.

What investment trends are likely to find favour with Asian HNWIs this year? Join AXA Investment Managers, Capital Group and leading wealth managers to exchange insights on how Asian HNWIs could approach a new market environment.

Richard Otsuki, Senior Reporter, Asian Private Banker

Conversation catalysts:
Christian Leger, Business Development Director, Global financial intermediaries, North Asia, Capital Group
Senior Representative, AXA Investment Managers
Stefan Lecher, Head IPS Client Portfolio Management APAC, UBS Wealth Management

*More conversation catalysts to be announced.

Invite-only Roundtable | Structured product investing without a directional view
Aversion against directional bets, market timing and asset correlation are all fears that Asian HNWIs have demonstrated as global economies shift into a less than familiar environment.

Citi and Vontobel will host a small discussion of leading wealth managers examining the state of structured product appetite in Asia and how providers can help improve sentiments through effective solutions without taking a directional view.

Richard Otsuki, Senior Reporter, Asian Private Banker

Conversation catalyst:
Lemuel Lee, JP Morgan Private Bank

*More conversation catalysts to be announced.

11:00am – 11:20am Networking Coffee
11:20am – 12:05pm Workshop 1

Workshop host:
Senior Representative, AXA Investment Managers

Workshop 2 | Are investors ready for the new era of globalisation?

Is the world de-globalising? News headlines suggest so. Global trade growth has slowed. The new US administration’s decisions to withdraw from the Trans-Pacific Partnership and consider border taxes are further examples of a shift towards protectionism. But there are good reasons to believe that globalisation is simply entering a new chapter. We discuss what the changing environment means for companies, and how investors can position their portfolios to benefit.

Workshop hosts:
Andy Budden, Investment Director, Capital Group
Christian Leger, Business Development Director, Global Financial Intermediaries, North Asia, Capital Group

Workshop 3

Workshop host:
Senior Representative, State Street Global Advisors

12:05pm – 12:50pm Workshop 4

Workshop host:
Senior Representative, T.Rowe Price

Workshop 5

Workshop host:
Senior Representative, Pinebridge Investments

Workshop 6
12:50pm – 1:50pm Closing C-suite Panel | “走出去”:How do China’s wealth managers intend to compete offshore?

Chinese private banks and wealth managers may dominate the country’s onshore market, but a number of major players have now set their sights on capturing a larger share of offshore wealth in Asia and beyond. But is this too much too soon, especially given the relative adolescence of Chinese wealth managers vis-a-vis their mature international counterparts. This panel confronts the opportunities and challenges facing Chinese private banks and wealth managers and their offshore strategies across proposition and product, client and talent acquisition and regulations.

Sebastian Enberg, Editor, Asian Private Banker

1:50pm – 3pm Networking Luncheon

Advisory Council

Arjan De Boer
Head of Markets and Investment Solutions, Asia
CA Indosuez

Aman Dhingra
Head of Multi-Asset Research Asia

Angel Wu
Regional Head, Products & Solutions, Asia and Middle East
ABN ARMO Private Bank

Belle Liang
Head, Investment Advisory
Hang Seng Private Bank

Claude Harbonn
Head of Investment Consulting Singapore
Credit Suisse

Jansen Phee
Head Content Management APAC, Head Program Module Management APAC, Investment Management
UBS Wealth Management

Lim Soon Chong
Regional Head, Investment Products & Advisory
Consumer Banking Group & Wealth Management

Mischa Eckart
Head of Client Investment Specialists APAC
UBS Wealth Management

Patrick Donze
Head Advisory Portfolio Management
Bank of Singapore

Richard Mak
Head, Advisory Services, Asia
Pictet & Cie

Sascha Banz
Head of Investment Consulting, Greater China
Credit Suisse

Simon Ip
Head of Markets & Investment Solutions, Singapore
Indosuez Wealth Management

Stefan Lecher
Head IPS Client Portfolio Management APAC
UBS Wealth Management


Lead Partners

Conversation Partners


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