RM Nexus: Wealth Planning, Legacy & Protection 2017, Hong Kong

Date:
October 27, 2017
Time:
8:30am – 12:05pm followed by luncheon
Venue:
Watermark, Central Pier 7, Hong Kong

Asia’s most distinguished gathering of relationship managers, wealth planners, and heads of compliance.

 

Event Photos

Agenda

8:30am – 9:00am Registration & Breakfast
9:00am – 9:05am Welcome
9:05am – 9:45am Panel 1 | Addressing the retirement concerns of the HNW segment

Moderator:
Stratos Pourzitakis, Head of Research, Asian Private Banker

Conversation Catalysts:
Jim Man, Director, Insurance Product Management, APAC, Credit Suisse
Mike Goodall, Chief Commercial Officer, Transamerica Life Bermuda

9:45am – 10:25am Panel 2 | Wealth, Health and Legacy Planning – A holistic approach to meeting the needs of HNWI

Moderator:
Sebastian Enberg, Editor, Asian Private Banker

Conversation Catalysts:
Dr. Michael Y. K. Chan, Honorary Chairman, Legacy Academy
Feisal Alibhai, Founder & Chief Executive Officer, Qineticare Limited
Jameson Leung, Chief Executive Officer, Grandtag Financial Group

10:25am – 10:45am Networking Coffee
10:45am – 11:25am Panel 3 | Succession Planning
Moderator:
Sebastian Enberg, Editor, Asian Private Banker

Conversation Catalysts:
David Varley, Chief High Net Worth Officer, Sun Life Hong Kong
Thomas Young, Head of High Net Worth Business, Generali

11:25am – 12:05pm Panel 4 | Impact investing in Asia: Are we there yet?
Moderator:
Priyanka Boghani, Head of PB Coverage, Asian Private Banker

Conversation Catalysts:
Mario Knoepfel, Head, Sustainable & Impact Investing Advisory, Asia-Pacific Investment Platforms & Solutions, UBS Wealth Management
Philo Alto, Founder & CEO, Asia Value Advisors

12:05pm – 1:00pm Networking Luncheon

Panel Discussion Details

Panel 1 | Addressing the retirement concerns of the HNW segment

Joint research conducted by Asian Private Banker and Transamerica Life Bermuda revealed almost 50% of all High Net Worth and Ultra High Net Worth respondents do not have a retirement plan in place. The report also revealed that among those who have made plans for retirement, a significant proportion are not confident with their current plans.
This workshop will reveal the major concerns of the HNW segment in facing retirement, the challenges they face and the key business opportunities for Private Bankers and Brokers to discuss with their clients.

Panel 2 | Wealth, Health and Legacy Planning – A holistic approach to meeting the needs of HNWI

Private bankers continually strive to deliver solutions that address evolving needs of high net worth individuals and families in wealth creation and safeguarding legacies for generations.
What are some of the challenges private bankers face in meeting the needs of HNWI clients in achieving peace of mind?
This panel discusses how international insurance brokers are collaborating with private bankers to add value to clients by delivering a holistic approach to wealth, health and legacy planning – pioneering a new dimension in structuring services to high net worth families by facilitating access to independent industry experts.

Panel 3 | Succession Planning

One of the most complex and critical issues facing Asia’s HNW population is succession planning and, more specifically, how families should engage professionals to ensure that effective business succession plans are in place. Is there broad consensus on what best-practice succession planning looks like? How best can families partner with professionals to demarcate and preserve intangible assets? When is the ‘right’ time to plan for succession? What are the challenges wealth planners face in the region, and what opportunities remain overlooked or not yet fully-realised?

Closing Panel | Impact investing in Asia: Are we there yet?

In Asia, impact investing has a bright future – or so it is said. In recent years, a number of private banks in the region have strengthened their offerings in anticipation of a broad-based uptake. So what needs to be done to make impact investing more mainstream in Asia and what kinds of strategies resonate with Asian clients? How should private bankers frame impact investment strategies when introducing them to clients? How important is it that clients are able to verify ‘impact’ and does a relative lack of track record in the space hamper uptake? How important is it that an impact investment strategy matches market returns?

Partners

 

Enquiries

For further information, please contact: sonia.l@asianprivatebanker.com.