Investment Advisory Summit, Singapore 2017

Investment Advisory Summit, Singapore 2017

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

    2017 Event Photos


    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 year’s Summits, which will attract over 800 senior leaders from the Asian wealth management industry, will be opened by the following confirmed CEOs in Singapore:

    Bahren Shaari Bahren Shaari Michael Blake Tan Su Shan
    Bahren Shaari
    Bank of Singapore
    Francesco de Ferrari
    Managing Director, 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
    Group Head, Consumer Banking and Wealth Management
    DBS Bank


    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, Managing Director, 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

    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, Deputy Editor, Head of IPS Coverage, Asian Private Banker

    Conversation catalysts:
    Andrew Hendry, Managing Director, Westoun Advisors
    Alexis Calla, Global Head of Investment Strategy, Advisory & Discretionary, Standard Chartered Private Bank
    Florian Grandcolas, Global Head of Fixed Income Product Specialist, AXA Investment Managers
    Jansen Phee, Head, Funds Content Management APAC, UBS
    Michelle White, Business Development Director, Financial Intermediaries, Singapore and Southeast Asia, Capital Group

    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.

    Bernard Wai, Managing Director, Asia Pacific Head of Citi Private Client Solutions, Citi
    Sebastien Moretton, Associate Director on the Advisory Desk, Vontobel Financial Products APAC

    Conversation catalysts:
    Akshay Prasad, Head of Structured Products, Asia Global Products & Solutions, Deutsche Bank
    Conrad Huber, MD, Head of Cross Asset Sales, Sales and Trading Services business, Private Banking, Asia Pacific, Credit Suisse
    Fidelis Oruche, Managing Director, Head of Trading Advisory and Product Development, Bank of Singapore
    Gidon Kessel, Head of Structured Products, UOB, Personal Financial Services
    Rohit Jaisingh, Head, Investment Products, Equities, DBS Bank
    Simon Ip, Head of Markets & Investment Solutions, Singapore, CA Indosuez Wealth

    11:00am – 11:20am

    Networking Coffee

    11:20am – 12:05pm

    Workshop 1 | Short Duration Bonds: A way to navigate market movements

    Investors are increasingly looking for a solution that tackles the combination of high market volatility, rising interest rate and low yield environment. Not only the effects of an unprecedented monetary stimulus, including record low government bond yields and tightened credit spreads, continuously pose difficulties for investors to secure decent returns, market volatility that fuelled by ongoing political uncertainties had also increasingly point investors to navigate in the relatively stable bond market. AXA Investment Managers offers a range of short duration strategies which aim to meet your needs, whether you are looking for a higher yield or to combat inflation. Our short duration strategies generally invest in bonds with maturities of five years or less, or expected to be redeemed/called in five years or less, and seek to capture high current income with low overall volatility and the potential of providing attractive risk-adjusted return.

    Workshop host:
    Florian Grandcolas, Global Head of Fixed Income Product Specialist, 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

    12:05pm – 12:50pm Workshop 3 | Is Fixed Income Still Relevant in a Rising Rate Environment?

    The U.S. Federal Reserve is increasing short-term interest rates and the European Central Bank has begun to taper their bond purchase program. U.S. President Trump promised tax cuts, infrastructure spending, and deregulation even though the U.S. economy is operating near full employment. Will the reduction in monetary policy accommodation and potential increase in inflation cause losses for fixed income investors or are there investment strategies which can provide stable income and preserve capital? We will discuss the history of rising interest rate cycles, why this time may be different, and strategies that global investors are using today to diversify and protect their portfolios.

    Workshop host:
    Terry Moore, Portfolio Specialist, Fixed Income Division, T. Rowe Price

    Workshop 4 | Asia Equities: Small is Beautiful

    Some of the greatest corporate transformations driven by technology are occurring in Asia, a region that is now similar in size to the United States in terms of nominal GDP. An on-the-ground research presence in Asia and a thorough knowledge of company strategies and managements are among the key success factors in realizing one of the largest alpha opportunities in global equity markets, particularly among many hundreds of investable, high-quality, under-researched small and mid-cap stocks in Asia. We will also discuss why in this third and final phase of the market’s normalization after the great financial crisis, asset owners are likely to increase their investment allocation to equities and to embrace a more active stance.

    Workshop host:
    Elizabeth Soon, Managing Director, Portfolio Manager, Asia ex-Japan Equities, PineBridge Investments, Hong Kong

    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, Head of Private Banking Coverage, Asian Private Banker

    Conversation catalysts:
    Eddy Tai, Global Head of Operations and Technology, Bank of Singapore
    Jihyun Lee, Managing Director, Head of IT Asia, Julius Baer
    Manoj Bhojwani, Head of Private Banking Technology APAC, Credit Suisse
    Patrick Dreyfuss, Chief Operating Officer, Wealth Management, DBS Bank

    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


    For further information, please contact: [email protected]