Investment Advisory Summit, Singapore 2017

Investment Advisory Summit, Singapore 2017

May 4, 2017
8:30am – 3:00pm
The Westin Hotel, Singapore

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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 Events


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:
Bahren Shaari, Chief Executive Officer, Bank of Singapore
Francesco de Ferrari, Head of Private Banking Asia Pacific, CEO Southeast Asia and Frontier Markets, Credit Suisse
Michael Blake, CEO Private Banking Asia, Union Bancaire Privée
Tan Su Shan, Managing Director and Group Head, Consumer Banking and Wealth Management, DBS Bank

*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:
Jansen Phee, Head Content Management APAC, Head Program Module Management APAC, Investment Management, UBS
Michelle White, Business Development Director, Financial Intermediaries, Singapore and Southeast Asia, Capital Group
Senior Representative, AXA Investment Managers

*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.

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
Michelle White, Business Development Director, Financial Intermediaries, Singapore and Southeast Asia, Capital Group

Workshop 3
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 | No silver bullet: Harnessing Tech and accounting for Investments

Now more than ever, technology occupies a central role in Asia’s private banking industry. Tech is a key ingredient in cost-cutting strategies, while the region’s burgeoning fintech ecosystem is giving rise to innovative solutions that promise to automate manual processes. Still, there is little-if-any consensus as to what an ‘ideal’ tech strategy looks like and even less insight on how ROI should be measured – if at all. How can the industry ensure that its tech investments payoff and how can smaller players harness the tech wave in a sustainable and profitable manner?

Priyanka Boghani, Senior Reporter, 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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