Investment Advisory Summit, Singapore 2013
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|8:30am – 9:00am||Registration and Coffee|
|9:00am – 9:05am||Welcome and opening comments|
|9:05am – 9:40am||Session 1 | Private Wealth for the Common Wealth: Creating Fair Shares Prosperity
|9:40am – 10:20am||Session 2 | Opportunities for Asian investors
In treacherous mountain passes and unchartered territory, the navigator must proceed with care. Having a ‘blind spot’ can be lethal. As market sentiment selectively improves, we review opportunities and challenges for investors across a range of asset classes, products and structures. We explore how the professionals covering this growing sector can adjust to the market, regulatory and demographic transformations.
|10:20am – 10:50am||Coffee break|
|10:50am – 11:30am||Session 3 | Regulatory headwinds for private banking: Which way are they blowing?
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.
|11:30am – 12:10pm||Session 4 | Buy Hard
We look at dispelling the myth surrounding Europe and Japan and take a closer look into some of the attractive value propositions these places offer to investors. For some time now, investors have been rightly afraid to invest in any of these two places for various reasons. Europe, for example, has been penalised by its worsening political situation. But below the headline risks, a lot of great companies are continuing to generate steady profits, thanks to their diversification of businesses and broader client coverage. Finding those pearls has been very rewarding recently and we believe it is a good time to go fishing for more. In Japan the situation is different but with a new government in place and a central bank looking to boost growth, this theme may be an excellent investment opportunity. And it may be the right one this time!
|12:10pm – 12:50pm||Session 5 | Building global Private Banking models to prepare for the elimination of inducements.
As regulators globally begin to focus on inducements, the business model of private banks and asset managers is set to undergo fundamental change. While the full impact of the changes is unclear, it is likely that inducements in their current form will no longer exist. In Europe, where advice or discretionary portfolio management is on an ‘independent’ basis, the acceptance of fees, commissions or nonmonetary benefits will be prohibited under MiFiD II Level 1. In addition, individual European countries have been given the freedom to take these eliminations further with the UK and Netherlands choosing to do so.
This has far reaching implications for private banks in Asia. Andrew will share examples of regulatory change in the US, India and UK, as well as examine the impact of this on the industry as a whole and on Asia in particular. In this light he will discuss the opportunities and challenges private banks in Asia have to build more sustainable business.
|12:50pm – 2:15pm||Luncheon|
|2:15pm – 3:15pm||Session 6 | Coffee Break/Breakout sessions
a. Long-term savings – Case studies on delivering solutions (Citi markets)
Investment professionals are facing a significant challenge. Balancing the financial demands of an ageing population who demands increasingly expensive medical and retirement care alongside turbulent, low-yielding markets is a hard task. Trying to do this whilst jumping over regulatory hurdles is even more challenging. Here, Citi discusses some groundbreaking case studies of delivering long-term saving solutions to Asian investors.
b. Partners in growth: Wealth management in the Asian era
c. Hedge Fund investments – reconnecting wary investors
|3:15pm – 4:15pm||High Tea and networking session|
Managing Director, Head of Investment Advisory
Managing Director, Head of Research and Head of Product Marketing
Bank of Singapore
Regional Head of Discretionary Portfolio Management, Asia
BNP Paribas Wealth Management
Regional Head of Investment Teams and Market Solutions, Asia Pacific
Societe Generale Private Banking
Head of Advisory
Union Bancaire Privee
Head of Insurance and Investments, Asia Pacific
Retail Banking and Wealth Management/Private Banking
ANZ Banking Group Singapore
Director, Head of Portfolio Solutions, Singapore
Deutsche Asset & Wealth Management
Head of Investors for Southeast Asia
J.P. Morgan Private Bank
Head of Investment Consulting – Singapore
Credit Suisse Private Banking
Senior Director – Head of Investment Advisory Southeast Asia
Standard Chartered Private Bank
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