INVESTMENT ADVISORY SUMMIT, HONG KONG 2016
Date: May 11, 2016
Time: 9:00am - 3:20pm
Venue: The Conrad Hotel, Hong Kong
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 area, Ballroom | ||||||||||||
9:00am - 10:00am | CEOs in debate | Buy or Die? - Nathan Room, Ballroom 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"?
Chair: |
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10:00am - 10:40am |
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10:40am - 11:05am | Coffee Break - Foyer area, Ballroom | ||||||||||||
11:05am - 11:45am |
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11:45am - 12:25pm |
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12:30pm - 2:00pm | Networking Luncheon - Granville Room, Ballroom | ||||||||||||
2:00pm - 2:40pm |
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2:40pm - 3:20pm |
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Partners
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 than 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 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 Vanguard
The Vanguard Group, Inc., was founded in the United States in 1975 with a commitment to putting investors' interests first. Over the years, we have held firm to that commitment and have grown to become the world’s largest mutual fund company, with more than USD 3.3 trillion assets under management.
What sets us apart is the ownership structure of The Vanguard Group, Inc., in the United States. Rather than being publicly traded or owned by a small group of individuals, The Vanguard Group is owned by its US-domiciled funds and ETFs. Those funds, in turn, are owned by their investors. This unique ownership structure aligns our interests with those of our investors. As a result, investors can benefit from Vanguard’s stability and experience, low-cost investing and client focus.
Since establishing the Hong Kong office in 2011 as the regional hub, we have leveraged the scale, experience and resources of our established global business to spread the benefits of low-cost investing. We operate with a mission which is the same as it is everywhere: to take a stand for all investors, to treat them fairly, and to give them the best chance for investment success.