Investment Advisory Summit Hong Kong 2015

Date: Wednesday May 13, 2015
Time: 9:00am to 3:30pm
Venue: Conrad Hotel


Claude Haberer, Chief Executive Officer, Pictet Wealth Management Asia

Jean-Claude Humair, Managing Director, Regional Market Manager, Asia Pacific, Hong Kong, UBS Wealth Management

Ronald S. Lee, Head of Private Wealth Management, Asia Pacific, Goldman Sachs

Ravi Raju, Head of Asset & Wealth Management, Asia Pacific, Deutsche Bank

In conversation with CEOs: Differentiate or Die?

With private banks in Asia eager to distinguish themselves by the quality of their advice, will the investment advisory community finally be front-and-centre of the business model? Will investment advisors be as sought after as RMs and will they be remunerated on a similar scale? Should market performance be the most important criteria when evaluating advisory personnel?
Join the industry’s most prescient thought leaders as they discuss and debate the future of investment advisory in Asia.

Angel Wu, Regional Head of Products and Solutions, Asia, ABN AMRO Bank Belle Liang, Head of Investment Advisory, Hang Seng Private Bank
Jacqueline Koo, Regional Head, Asia Discretionary Portfolio Management, ABN AMRO Private Banking Jacqueline Koo, Regional Head, Asia Discretionary Portfolio Management, ABN AMRO Private Banking
Jaye Chiu, Head of Investments, EFG Mourad Tahiri Alaoui, Managing Director, Regional Head of Portfolio Management, Asia, Pictet Wealth Management
Richard Mak, Head of Advisory Services, Asia, Pictet & Cie Rocky Cheung, Executive Director, Head of Investment Advisory, HK, Wealth Management, DBS Bank
Roger Bacon, Managing Director, Head of Managed Investments, Asia Pacific Citi Private Bank Sean Cochran, Managing Director, Head of Mandate Specialists, UBS Wealth Management, Asia Pacific
Sascha Banz, Managing Director, Head of Investment Consulting, Greater China, Credit Suisse Susan Chua, Head of Wealth Management Services, North Asia, BSI Bank
Tuan Huynh, Regional Head of Portfolio Management, Asian Pacific, Deutsche Bank Wealth Management, Asia Pacific