Investment Advisory Summit, Singapore 2014
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|8:30am – 9:00am||Registration and Coffee|
|9:00am – 9:05am||Welcome and opening comments
Editor, Asian Private Banker
|9:05 – 9:40am||In conversation with CEOs
Four private banking CEOs – arguably the most powerful women and men in the industry – kick-start the day’s proceedings with a candid conversation about the Three P’s of Private Banking in Asia – Pricing, Product, and Platform. Which of these do private banks wish to differentiate themselves by? Are Product and Platform the only sustainable differentiators? If so, are advisors the unsung heroes at private banks? Do the current models for remuneration and reward support the crucial role advisors play at private banks?
Francesco de Ferrari
|9:40am – 10:20am||Session 1 | Private Bank Strategy: Optimal positioning for market opportunities
Financial markets have undergone significant change in recent history – and this has been reflected in private banking. Here, Citi explores some new approaches to private banking challenges and opportunities, offering candid insights into our strategy for 2014 and beyond.
Dr Mohammed Apabhai
|10:20am – 10:50am||Coffee break|
|10:50am – 11:30am||Session 2 | Asset Allocation for Asian HNWIs: The Gorilla in the room
Whilst fixed income and equities have posted healthy returns over the last few years, the average Asian HNWI remains heavily invested in cash and fixed income. In this session, M&G will discuss why we believe behavioral biases have a significant and persistent presence in the client-advisor relationship and the impact this has on asset allocation in portfolios.
|11:30am – 12:10pm||Session 3 | Are the regulators overreaching? The conflict of contractual duties vs. regulators’ expectations of the relationship between the bank and its clients
In recent court cases dealing with mis-selling claims, the courts have generally found that clients are bound by the contracts they enter into with the bank and that regulatory standards could not impose a contractual duty which was not specified in the contractual documentation. Nevertheless, regulators have shown more willingness to step into disputes regardless of contractual terms, and to allow clients to use alleged breach of regulatory duties to support their financial claims against banks. This development could fundamentally affect the relationship between banks and their clients.
|12:10pm – 12:50pm||Session 4 | How to create discretionary solutions for the Asian Private Bank of the Future
Whilst many private banks have developed transactional and fund platform businesses, there will be times when the desire to deliver the banks’ best ideas will conflict with the delivery of fund-based discretionary management. In this discussion, Alex Buerge will highlight:
He will also outline the benefits that come from bridging the gap between institutional asset management and private banking minimums and why this needs to happen in the Asian Private Banking market.
|12:50pm – 2:10pm||Luncheon|
|2:15pm – 3:10pm||Session 5 | Breakout sessions Roundtables
Roundtable A. | Playing for the same team: DPMs and Banks shooting for the same investor goal
Now more than ever, investors demand seamless experiences of financial management, from idea inception to execution. Here, Citi discusses some case studies on how aligning interests and incentives across financial professionals ultimately leads to better outcomes for investors, including packaged solutions and risk-managed exposures.
Roundtable B. | Case study: Outsourcing fixed income decisions as a time saver
Roundtable C. | Revival of interest in Hedge Funds – what is different this time?
The reasons behind this revival stem from a more stable trading environment and high policy dispersion among countries, which open up bottom up and top down trading opportunities that are favourable to hedge fund managers.
With the return of Private Banking clients’ appetite for hedge fund strategies, Lyxor will discuss the different types of investment strategies that could benefit from the current backdrop and share what investors look out for when considering hedge fund investments.
Roundtable D. | Great Ideas are 90% of the work. Fact or Fiction?
Is this modus operandi working in today’s environment?
Do RMs have a clear call to action?
Can we measure the ROI of an idea in Private Banking today?
This roundtable will explore the topic and discuss new innovations that produce quick wins for clients, RMs and investment advisors.
|3:10pm – 4:30pm||High tea and networking session|
Regional Head – Portfolio Management Solutions
Société Générale Private Banking (Asia Pacific)
Head of Products & Services
CTCB Private Bank
Head of Active Advisory, Wealth Management Services
Singapore, BSI Bank
Executive Director, Head of Investors for Southeast Asia
J.P. Morgan Private Wealth Management
Managing Director, Head of Research and Head of Product Marketing
Bank of Singapore
Director, Global Client Group, Alternatives & Real Assets
Deutsche Asset & Wealth Management
Regional Head of Investment Teams and Market Solutions Asia Pacific
Societe Generale Private Banking
Mario Christoph Becker
Head of Investment Advisory Southeast Asia
Standard Chartered Private Bank
Senior Vice President, Head of Discretionary Portfolio
Management, DBS Bank
Managing Director, Head of Investment Advisory, Private Banking, Asia,
Union Banque Privée
Managing Director, Head of Mandate Specialists
UBS Wealth Management, Asia Pacific
Head of Investment Strategy
LGT Bank (Singapore)
For further information, please contact: [email protected]