Investment Advisory Summit, Singapore 2016
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Unfortunately, the Investment Advisory Summit, Singapore is over for 2016, but if you are interested to stay informed about future events, please fill in the form below:
|8:15am – 9:00am||Registration and Coffee|
|9:00am – 9:10am||Opening comments|
|9:10am – 10:10am||CEOs in debate | Buy or Die?
The private banking industry has entered a state of almost frenzied collaboration but is it a binary choice between “buy” and “die”? At a juncture where growth in terms of AUMs is taking a breather – based on proprietary Asian Private Banker data – certain questions hang in the air. One, why are large players even considering exits despite private banking operations being light on capital and high on ROA? Two, how do banks stay competitive without consolidating? Three, is the industry understaffed in Asia, particularly in Hong Kong and Singapore – and how is it faring on its “don’t hire to promote policy”?
Amit Shah, Co-Founder & Executive Director, IIFL Private Wealth
|10:10am – 10:50am||Session 1 | Liquid Alternatives & Investment Themes for 2016
We are at a very interesting juncture in global markets, with immense turbulence towards the end of 2015 and start of 2016, the worst start of any given year. What investment themes and solutions make sense in this environment? How can liquid alternatives help investors navigate volatility? Hear insights from Invesco Asset Management and leaders in private banking advisory.
|10:50am – 11:15am||Coffee Break – Foyer area, Ballroom|
|11:15am – 11:55am||Session 2 | Diversifying Your Alternative Investment Offering through Quantitative Strategies
Private banks, among other investors, have been facing significant challenges when having to make asset allocation decisions in the current market context; even well diversified long-only balanced portfolios have not delivered the expected returns for investors. In the current context, we will examine the benefits that certain quantitative strategies can bring to client portfolios, similarly to other well established alternative investments such as hedge funds. We will also look into the benefits of adapting the risk/return profile of equities to the current volatile market context with the help of derivative overlay strategies, bringing risk mitigation and yield enhancement.
|11:55am – 12:35pm||Session 3 | The Rise of the Robots
Gone are the days of leather-backed chairs, wood-paneled walls and red-carpet treatment. A machine that spits out smart, predictive analysis using innovative algorithms and realms of data from individual investment portfolios – also known as robo advisory – is now very much in demand. While robo advisory is new to Asia, private banks are taking it seriously. How are private banks in the region interpreting robo advisory differently to their Western counterparts and how prepared are the humans in the private banks?
|12:35pm – 2:05pm||Networking luncheon|
|2:05pm – 2:45pm||Session 4 | Getting Ready for the Digital Future in Private Banking
In Asia, private banks are grappling with cost: income ratios and digitisation/automation are seen as key to differentiating winners from the rest. However, this is going to be a journey and not a long-jump. Getting to work out big data analysis, robo-advice, portfolio riskiness, client suitability checks besides the usual pricing, execution and post-trade, all with a click of a button, will not be an overnight occurrence. How do we get there? Which forces (business / regulatory / others) will shape it? Which investments will we need to make? Whom can we partner with to speed-up delivery and minimise project and execution risks? All vital questions for C-level executives to shape the future. Here we look at what is needed to be prepared for the digital future.
|2:45pm – 3:25pm||Session 5 | The Differentiator in a Quiet Market
Asset allocators are perplexed as key macro factors are all at crossroad junctions. Research Analysts are concerned about high valuation over DM assets while complaining about the continuing compressed multiples in the EM and commodity segments. With no clear trends, there are no flow products. More important than ever is the need for qualified wealth management advices. The need for customized solution fitting needs to generate alternative, liquid, alpha returns. What solution offerings are available to be imported from the institutional marketplace into the Private Banking world?
|3:25pm – 4:05pm||Session 6 | Legacy and Life: Securing Wealth Legacies in an era of Wealth Transition and Shifting Demographics in Asia
Wealth across Asia’s emerging markets is expected to total US$8.4 trillion by 2017*. A sizable chunk of this wealth will be transitioned to a new generation of wealthy individuals who will take over the reigns of family businesses. Accordingly, the priorities and needs of Asia’s high net worth individuals (“HNWI”) are shifting from wealth creation to asset protection and legacy preservation. Concurrently, we are seeing increasing demand for legacy planning among younger HNWIs. Given the relative youth of this wealth, assets are typically tied up in a single business or location, with limited portfolio diversification. Life insurance can be an effective and flexible tool within the broader wealth management toolbox to diversify that risk, and ultimately to provide peace of mind. Therefore we expect the region to see robust annual growth in life insurance in the coming years. Challenges remain, however. We are seeing a clamp down by Chinese regulators seeking to limit the buying of insurance policies abroad as a means to transfer assets out of China. We have also entered an era of low interest rates which naturally cause market volatility. However, whereas assets and investments can be volatile, a life insurance policy is a stable product that covers different needs, like providing wealth protection, flexibility for legacy planning, and, most importantly, peace of mind.
(*according to the 2015 World Wealth Report)
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