• Investment Advisory Summit, Singapore 2016
  • Investment Advisory Summit, Singapore 2016
  • Investment Advisory Summit, Singapore 2016
  • Investment Advisory Summit, Singapore 2016
  • Investment Advisory Summit, Singapore 2016
  • Investment Advisory Summit, Singapore 2016
  • Investment Advisory Summit, Singapore 2016
  • Investment Advisory Summit, Singapore 2016
  • Investment Advisory Summit, Singapore 2016
  • Investment Advisory Summit, Singapore 2016
  • Investment Advisory Summit, Singapore 2016
  • Investment Advisory Summit, Singapore 2016
  • Investment Advisory Summit, Singapore 2016
  • Investment Advisory Summit, Singapore 2016
  • Investment Advisory Summit, Singapore 2016
  • 13235252_1132516553436564_1297919031639584380_o.jpg
  • Investment Advisory Summit, Singapore 2016

INVESTMENT ADVISORY SUMMIT, Singapore 2016

Date: May 17, 2016
Time: 9:00am - 4:00pm
Venue: The Fullerton Hotel, Singapore

Beginning in 2010, the Investment Advisory Summits (IAS) are the only events held in Asia that specifically address the needs and issues facing the ever-important heads of advisory and investment counselling at Asia’s leading private banks.

Agenda

8:15am - 9:00am Registration and Coffee - Foyer, Ballroom
9:00am - 9:10am Opening comments - Ballroom 2, Fullerton
9:10am - 10:10am CEOs in debate | Buy or Die? - Ballroom 2, Fullerton
The private banking industry has entered a state of almost frenzied collaboration but is it a binary choice between "buy" and "die"? At a juncture where growth in terms of AUMs is taking a breather - based on proprietary Asian Private Banker data - certain questions hang in the air. One, why are large players even considering exits despite private banking operations being light on capital and high on ROA? Two, how do banks stay competitive without consolidating? Three, is the industry understaffed in Asia, particularly in Hong Kong and Singapore - and how is it faring on its "don't hire to promote policy"?

Amit_Shah1-911347-edited.jpg Amit Shah, Co-Founder & Executive Director, IIFL Private Wealth
Bahren_Shaari-263312-edited.jpg Bahren Shaari, Chief Executive Officer, Bank of Singapore
Francesco_de_Ferrari_Credit_Suisse081mid_res-786806-edited.jpg Francesco de Ferrari, Head of Private Banking Asia Pacific, Credit Suisse
Rahul_Malhotra-219392-edited.jpg Rahul Malhotra, Head of Southeast Asia, J.P. Morgan Private Bank
Tan-Su-Shan-Group-Head-Consumer-Banking-and-Wealth-Management-DBS-200x300-439326-edited.jpg Tan Su Shan, Group Head, Consumer Banking & Wealth Management, DBS

Chair:
Shruti Advani, Editor, Asian Private Banker
10:10am - 10:50am
Session 1 - Ballroom 2, Fullerton
1 - Liquid Alternatives & Investment Themes for 2016
We are at a very interesting juncture in global markets, with immense turbulence towards the end of 2015 and start of 2016, the worst start of any given year. What investment themes and solutions make sense in this environment? How can liquid alternatives help investors navigate volatility? Hear insights from Invesco Asset Management and leaders in private banking advisory.

Moderator:
Richard Batty, Fund Manager, Invesco

Panellists:
Claude Harbonn, Head of Investment Consulting Singapore, Credit Suisse
Mario Christoph Becker, Head, Investment Advisory, Southeast Asia, Standard Chartered Private Bank 
10:50am - 11:15am Coffee Break - Foyer area, Ballroom
11:15am - 11:55am
Session 2 - Ballroom 2, Fullerton
2 - Diversifying Your Alternative Investment Offering through Quantitative Strategies
Private banks, among other investors, have been facing significant challenges when having to make asset allocation decision in the current market context and even well diversified long only balanced portfolios have not delivered the expected returns for investors. In the current context, we will examine the benefit that certain quantitative strategies can bring to client portfolios, similarly to other well established alternative investments such as hedge funds. We will also look into the benefits of adapting the risk/return profile of equities to the current volatile market context with the help of derivative overlay strategies, bringing risk mitigation and yield enhancement.

Presenters:
Etienne Grisey, Head of Equity Derivatives Structuring, Asia Pacific, Global Markets, BNP Paribas
Karrie Fung, Cross Asset Solutions Sales, Asia Pacific, Global Markets, BNP Paribas
11:55am - 12:35pm
Session 3 - Ballroom 2, Fullerton
3 - The Rise of the Robots
Gone are the days of leather-backed chairs, wood-paneled walls and red-carpet treatment. A machine that spits out smart, predictive analysis using innovative algorithms and realms of data from individual investment portfolios - also known as robo advisory - is now very much in demand. While robo advisory is new to Asia, private banks are taking it seriously. How are private banks in the region interpreting robo advisory differently to their Western counterparts and how prepared are the humans in the private banks? 

Moderator:
Priyanka Boghani, Senior Reporter, Asian Private Banker

Panellists: 
Christian Huber, Chief Operation Executive Asia Pacific, Credit Suisse
Sudhir Nemali, Chief Operating Officer, Asia Pacific, Deutsche Bank
12:35pm - 2:05pm Networking Luncheon - Ballroom 3, Fullerton
2:05pm - 2:45pm
Session 4 - Ballroom 2, Fullerton

4 - Technology |Getting Ready for the Digital Future in Private Banking
In Asia, private banks are grappling with cost: income ratios and digitisation/automation is seen as a key to differentiating winners from the rest. However, this is going to be a journey and not a long-jump. Getting to work out big data analysis, robo-advice, portfolio riskiness, client suitability checks besides the usual pricing, execution and post-trade, all with a click of a button, will not be an overnight occurrence. How do we get there? Which forces (business / regulatory / others) will shape it? Which investments will we need to make? Whom can we partner with to speed-up delivery and minimise project and execution risks? All vital questions for C-level executives to shape the future. Here we look at what is needed to be prepared for the digital future.

Presenter: 
Anup Gupta, Head of Sales APAC, Vontobel
2:45pm - 3:25pm
Session 5 - Ballroom 2, Fullerton
5 - Solution Trades | The Differentiator in a Quiet Market
Asset allocators are perplexed as key macro factors are all at crossroad junctions. Research Analysts are concerned about high valuation over DM assets while complaining about the continuing compressed multiples in the EM and commodity segments. With no clear trends, there are no flow products. More important than ever is the need for qualified wealth management advices. The need of customized solution fitting needs to generate alternative, liquid, alpha returns. What solution offerings are available to be imported from the institutional marketplace into the Private Banking world?

Moderators: 
Manoj Kapai, Head of PCS South Asia, Citi
Peter Fung, Head of MAG Solutions, Citi

Conversation catalysts:
Ron Lee, Chief Investment Officer, Wealth Management Alliance
Tuan Huynh, Regional Head, Portfolio Management, Asia Pacific, Deutsche Bank Wealth Management
Vinit Sarangdhar, Founder & Managing Director, Alpha Quest Pte. Ltd.
3:25pm - 4:05pm
Session 6 - Ballroom 2, Fullerton

6 - Legacy and Life: Securing Wealth Legacies in an era of Wealth Transition and Shifting Demographics in Asia
Wealth across Asia’s emerging markets is expected to total US$8.4 trillion by 2017*. A sizable chunk of this wealth will be transitioned to a new generation of wealthy individuals who will take over the reigns of family businesses. Accordingly, the priorities and needs of Asia’s high net wealth individuals ("HNWI") are shifting from wealth creation to asset protection and legacy preservation. Concurrently, we are seeing increasing demand for legacy planning among younger HNWIs. Given the relative youth of this wealth, assets are typically tied up in a single business or location, with limited portfolio diversification. Life insurance can be an effective and flexible tool within the broader wealth management toolbox to diversify that risk, and ultimately to provide peace of mind. Therefore we expect the region to see robust annual growth in life insurance in the coming years. Challenges remain, however. We are seeing a clamp down by Chinese regulators seeking to limit the buying of insurance policies abroad as a means to transfer assets out of China. We have also entered an era of low interest rates which naturally causes market volatility. However, whereas assets and investments can be volatile, a life insurance policy is a stable product that covers different needs, like providing wealth protection, flexibility for legacy planning, and, most importantly, peace of mind.
(*according to the 2015 World Wealth Report)

Moderator: 
Sebastian Enberg, Deputy Editor, Asian Private Banker

Conversation catalysts: 
Craig Ellis, CEO Singapore, Global Wealth Solutions, Willis Towers Watson
Damiaan Jacobovits de Szeged, President & CEO, Transamerica Life Bermuda
Owen Young, Managing Director and Global Head of Bancassurance, Wealth Management, Standard Chartered Private Bank
Peter Triggs, Managing Director, Regional Wealth Planning, DBS Private Bank

Partners


 Networking Partner 

About BNP Paribas in Asia Pacific

In Asia Pacific, BNP Paribas is one of the best-positioned international financial institutions with an uninterrupted presence since 1860. Currently with over 10,000 employees* and a presence in 14 markets, BNP Paribas provides corporates, institutional and private investors with product and service solutions tailored to their specific needs. It offers a wide range of financial services covering corporate & institutional banking, wealth management, asset management, securities services, insurance, as well as retail banking and consumer financing through strategic partnerships. Asia Pacific is a key strategic region for BNP Paribas and it continues to develop its franchise in the region.

* excluding partnerships

About Citi

Citi, the leading global bank, has approximately 200 million customer accounts and does business in more t     han 160 countries and jurisdictions. Citi provides consumers, corporations,governments and institutions with a broad range of financial products and services, including consumer banking and credit, corporate and investment banking, securities brokerage, transaction services, and wealth management.

The Private Client Solutions group, firmly embedded within Citi’s Markets and Securities Services business, provides private bank and retail intermediaries with access to Citi’s market-making capabilities and product expertise. Among the many innovations Citi offers to investors are notes, deposits, certificates, OTC derivatives, funds, rules-based investment strategies and more. Citi’s investments are designed to meet a range of financial goals, including yield enhancement, hedging portfolio risk and address to global market.

About Invesco Ltd.

Invesco Ltd. is one of the most experienced investment managers in Asia. Today, Invesco Ltd. has a comprehensive presence in the Asia Pacific region with offices in Hong Kong, China, Taiwan, Singapore, Japan, South Korea* and Australia. Invesco Ltd. has also established presence in Mainland China and India via joint venture operations. Invesco Ltd. is a leading independent global investment management firm, dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive worldwide investment management capabilities, Invesco Ltd. provides a wide range of investment strategies and vehicles to our retail, institutional and high net worth clients around the world. Operating in more than 20 countries, the company is listed on the New York Stock Exchange under the symbol IVZ. *Via a representative office in Seoul Additional information about Invesco Ltd is available at www.invesco.com

About Transamerica

Founded in 1906, Transamerica is one of the world’s leading financial services companies with over 100 years of history. This long tradition continues in Asia with our first sales office opened in Shanghai over 80 years ago in 1933. Transamerica Life (Bermuda) Ltd. (Transamerica Life Bermuda) was established in 2005 and its full-service b2ranches opened in Hong Kong and Singapore in 2006.

Transamerica Life Bermuda is a wholly-owned subsidiary of the Transamerica Life Insurance Company and part of the Aegon Group, a multinational insurance, pensions and asset management company with headquarters in the Netherlands.

Transamerica Life Bermuda is a pioneer and leader in protecting High Net Worth individuals, families and businesses; we take pride in our tradition of providing our clients with the highest quality life insurance products including term life and universal life insurance. Our aim is to deliver exceptional service and powerful solutions that protect and perform at the highest possible levels.

About Vontobel

BANK VONTOBEL IS A LEADING ISSUER OF STRUCTURED PRODUCTS

Bank Vontobel, founded in 1924, combines its strengths in the fields of private banking, asset management and investment banking at 22 locations. Headquartered in Zurich, Vontobel is an independent Swiss private bank that stands for the values that influence the Swiss success model: professionalism, soundness, trustworthiness, quality and precision. This is also manifested among other things in its good credit rating and high BIS tier 1 capital ratio. Vontobel Financial Products is part of Investment Banking and has been for years a leading provider of certificates in both Switzerland and Germany. Bank Vontobel is among the top three issuers in the Swiss market.

SWISS STRENGTH, GLOBAL OUTLOOK - AND AN ASIA PACIFIC PERSPECTIVE

At Vontobel Financial Products (Asia Pacific) Pte. Ltd., our team of seasoned professionals based in Singapore identifies investment opportunities and products that span the globe. We provide internationally diversified structured product solutions exclusively to eligible counterparties.

About Fidelity

Fidelity International offers world class investment solutions and retirement expertise. As a privately owned, independent company, investment is our only business. We are driven by the needs of our clients, not by shareholders. Our vision is to deliver innovative client solutions for a better future.

We invest US $273 billion globally on behalf of clients in Asia-Pacific, Europe, the Middle East, and South America. Our clients range from central banks, sovereign wealth funds, pension funds, large corporates, financial institutions, insurers and wealth managers, to private individuals.

In addition to asset management, we offer investment administration and guidance for employer benefit schemes, advisers and individuals in several countries. We are responsible for US $84 billion in assets under administration.

Established in 1969 as the international arm of Fidelity Investments, founded in Boston in 1946, Fidelity International became independent of the US organisation in 1980, and is today owned mainly by management and members of the original founding family.

Our model of private, independent ownership ensures we always act in the best interest of our clients. It provides the long-term framework enabling us to invest heavily into technology and innovation to continually improve our performance in supporting the goals of our clients.