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

Date:
October 27, 2017
Time:
8:30am – 12:40pm followed by luncheon
Venue:
Watermark, Central Pier 7, Hong Kong

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

Agenda

8:30am – 9:00am Registration & Breakfast
9:00am – 9:05am Welcome
9:05am – 9:35am Leaders Conversation Panel 1 | KYC as a source of competitive advantage

9:35am – 10:15am Workshop 1

Workshop host:
Mike Goodall, Chief Commercial Officer, Transamerica Life Bermuda

10:15am – 10:55am Workshop 2 | Providing a holistic suite of value-added solutions across Wealth, Health and Legacy Planning

Moderator:
Sebastian Enberg, Editor, Asian Private Banker

Conversation catalysts:
Feisal Alibhai, Founder & Chief Executive Officer , Qineticare Limited
Jameson Leung, Chief Executive Officer , Grandtag Financial Group
Senior Representative, GT Legacy Family Office ( GTLFO )

10:55am – 11:15am Networking Coffee

11:15am – 11:55am Workshop 3
Moderator:
Nick Hedley, Reporter, Asian Private Banker

Conversation catalysts:
David Varley, Chief High Net Worth Officer, Sunlife Hong Kong
Thomas Young, Head of High Net Worth Business, Generali

12:05 pm – 12:35 pm Leaders Conversation Panel 2 | Impact investing in Asia: Are we there yet?
12:35 pm to 1:30 pm Networking Luncheon

Panel Discussion Details

Leaders Conversation Panel 1 | KYC as a source of competitive advantage

Compliance, in the words of one CEO, is not only a lifeline for a private bank, but a source of competitive advantage. This is all the more true today, as regulators sharpen their approach and recent incidents cast a long shadow over the industry. The impending arrival of CRS demands that private bankers have a strong handle on KYC requirements and that their respective institutions inculcate a clear, pragmatic and positive compliance culture. How have private banks refined and strengthened their KYC processes in recent times what are those KYC best practices that every private banker should adopt? Where are the KYC ‘blind spots’ that pose a risk for private bankers? How can one sweeten the onboarding process for customer?

Leaders Conversation Panel 2 | 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

Inquiries

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