RM Nexus: HNW Insurance 2016

RM Nexus: HNW Insurance

October 18, 2016
12:00pm – 5:00pm
Grand Hyatt, Hong Kong

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Unfortunately, the RM Nexus: HNW Insurance is over for 2016, but if you are interested in staying informed about future RMN events, please fill in the form below:


    RM Nexus functions are designed and built for senior Asia-based Relationship Managers. Hosted in an informal, collegial and convivial environment, the RM Nexus functions are the way CPD/CPT point collection should be done! A blend of social networking, exclusive experiences, experiential learning and interesting product knowledge. RMs sharing and learning from other RMs, to create a peer-driven networking function.

    The RM Nexus function is a unique cross-bank gathering, driven by the RMs themselves, of 80+ senior RMs (per location) who are interested in understanding more about HNW Insurance and the changing needs of Asian clients. A Unique Function:

    • RM driven agenda, with RMs talking and sharing with fellow RMs
    • Industry wide function, with participating delegations from each private bank
    • All perspectives present: provider, broker, wealth planner and RM
    • Fun and informal learning environment for RMs
    • No conflicts of interest, or sacred cows, with Asian Private Banker as the independent host

    The self-selected RMs who participate will all be interested in learning more about HNW Insurance and it’s increasing relevance and role in Asian client portfolios. Designed around the practical reality of an RM’s conversation with end clients, the day is designed by RMs for RMs to equip them with the knowledge, tips, hints, context and case studies on how to position HNW Insurance products with their end-clients.




    11:15am – 12:00pm Registration and Coffee
    12:00pm – 1:00pm Gala Luncheon
    1:00pm – 1:10pm

    Opening Speech
    Highlights from the HNW Insurance Report 2016

    Sebastian Enberg, Editor, Asian Private Banker

    1:15pm – 2:05pm Leaders Conversation Panel 1
    The twilight years for private banking secrecy? CRS and its impact on Asia’s private banking industry

    The onset of the Common Reporting Standard (CRS) regime poses a number of challenges for private banks that have traditionally plied their trade with a high degree of discretion. While ‘early adopter’ jurisdictions will conduct their first exchanges of information in late-2017, Hong Kong and Singapore will likely conduct theirs in 2018. But are Asia’s private banks and their relationship managers (RMs) adequately prepared for the advent of full disclosure? What operational challenges does CRS pose and what do RMs need to do to ensure that they are meeting clients’ needs when the regime comes into force?

    Sebastian Enberg, Editor, Asian Private Banker

    Conversation Catalysts:
    Anthony Fay, Counsel – Tax, Clifford Chance
    David Sussman, Managing Director, EFG Wealth Solutions
    Joanna Ho, Managing Director, Head of Wealth Planning North Asia, Private Wealth Solutions, HSBC Private Bank

    2:10pm – 2:50pm Workshop Discussion
    Perpetual Life

    The HNW insurance market is dominated by universal life (UL) insurance and recent data shows that this trend will not be bucked any time soon. Although UL has played, and will continue to play, a pivotal industry role, certain segments of the HNW population have yearned for other solutions; it has become clear that there are product gaps that need filling. Chubb Life delves into the world of Perpetual Life and explores its application to the affluent.

    Workshop Hosts:
    Brandon Szeto, Deputy General Manager & Vice President, APAC Wealth Management, Chubb Life
    Ben Ng, Chief Marketing Officer and Committee Member, Chubb Life HK

    2:50pm – 3:30pm Workshop Discussion
    Overview of HNW insurance buying behaviours of clients from the PRC

    Although it’s well known that wealthy Mainland consumers are the growth engine of HNW insurance business in recent years, the background of these insurance buyers is more obscure. What drives their interest for insurance solutions? What is the psychology behind their purchasing behaviours? BOC Group Life Assurance shares its insights on the Chinese demand for HNW insurance solutions.

    Workshop Hosts:
    Alfred Cheung Chi Kau, Chief Sales Officer & Deputy Chief Executive, BOC Group Life Assurance Company Ltd
    Ady Law, Head of Corporate Distribution Department, BOC Group Life Assurance Company Ltd

    3:30pm – 4:10pm Leaders Conversation Panel 2
    When stars align: HNWI insurance in the context of Asian private banking

    Over the next decade, upwards of US$1 trillion of Asia’s wealth will be passed on to the next generation. Factor in challenging market conditions – what many are referring to as the ‘new normal’ – and it is clear that wealth management planning teams are more crucial than ever to private banks that harbour long-term ambitions in the region. Insurance solutions will be key to addressing clients’ growing needs for protection and succession planning, as well as to private banks whose revenue streams have all but dried up.

    Sebastian Enberg, Editor, Asian Private Banker

    Conversation Catalysts:
    Alexander Tan, Executive Director, Wealth Planning Life Insurance & Financial Planning, APAC, UBS Wealth Management
    Brandon Szeto, Head of Market Development, Wealth Management, Asia Pacific, Chubb Life Hong Kong
    Jim Man, Director, Insurance Product Management, APAC, Credit Suisse

    4:10pm – 5:00pm Cocktail Networking

    Advisory Council

    Adeline Poon
    Senior Vice President, Head of Fiduciary Services

    Angel Wu
    Regional Head of Products & Solutions Asia & Middle East
    ABN AMRO Private Banking

    Alexander Tan
    Executive Director, Wealth Planning Life Insurance & Financial Planning, APAC
    UBS Wealth Management

    Christopher Marquis
    Managing Director, Global Head, Private Wealth Solutions
    HSBC Private Bank

    Don Lai
    Head of Wealth Planning, Hong Kong

    Gerald Pasquier
    Director, Clients & Products Tax APAC, Wealth Planning
    UBS Wealth Management

    Jim Man
    Director, Insurance Product Management, APAC
    Credit Suisse

    Joanna Ho
    Head of Wealth Planning, North Asia, Private Wealth Solutions
    HSBC Private Bank

    Jonathan Hubbard
    Managing Director, Head of Wealth Planning, APAC
    UBS Wealth Management

    Lee Woon Shiu
    Managing Director, Head of Wealth Planning, Trust and Insurance
    Bank of Singapore

    Mark Smallwood
    Managing Director
    Deutsche Bank Wealth Management Asia

    Owen Young
    Managing Director and Global Head of Bancassurance, Wealth Management
    Standard Charted Private Bank

    Peter Triggs
    Managing Director, Head of International Clients and Wealth Structuring

    Sheau Yeun Tan
    Head of Wealth Planning
    Deutsche Bank Private Wealth Management Asia




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