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Investment and Asset Management

Asian Wealth Management Summit

Understanding Asia’s Wealthy

Singapore |
Speakers include:
Ligia  Torres

Ligia Torres

BNP Paribas Investment Partners

Min Lan Tan

Min Lan Tan

UBS Wealth Management Asia Pacific

Danial Mah Abdullah

Danial Mah Abdullah

Labuan IBFC Inc

Overview

On 4 November 2015 more than 200 senior executives from leading private banks, family offices, investment banks and asset managers - as well as specialist advisers and consultants - gathered in Singapore for the third annual Asian Wealth Management Summit, organised by the Financial Times, in collaboration with Labuan IBFC.

Thank you to everybody who attended and participated the event. We hope you enjoyed the informative keynotes, lively panel sessions and valuable networking opportunities - and look forward to seeing you next year.

LIGIA TORRIES'S PRESENTATION

FT Asia Nov 2015_Ligia Torres-posting.pdf 1.08 MB

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fallback Add to my Calendar 11/04/2015 09:00:0011/04/2015 18:45:00trueAsian Wealth Management SummitOn 4 November 2015 more than 200 senior executives from leading private banks, family offices, investment banks and asset managers - as well as specialist advisers and consultants - gathered in Singapore for the third annual Asian Wealth Management Summit, organised by the Financial Times, in collaboration with Labuan IBFC.Thank you to everybody who attended and participated the event. We hope you enjoyed the informative keynotes, lively panel sessions and valuable networking opportunities - and look forward to seeing you next year.LIGIA TORRIES'S PRESENTATIONFT Asia Nov 2015_Ligia Torres-posting.pdf 1.08 MBAsian-Wealth-Management-Summit9a6af5b611c4d6124149ad8046a94c58MM/DD/YYYY

Keynote Speaker (1)

Ligia  Torres

Ligia Torres

Head of Asia Pacific and Emerging Markets
BNP Paribas Investment Partners

Ligia Torres has been Head of the APAC & Emerging Markets business line at BNP Paribas Investment Partners since 2013. She is also a member of BNP Paribas Investment Partners’ Global Executive Committee.  Prior to her current role, Ms Torres was the CEO of BNP Paribas UK Wealth Management division. She is a seasoned finance professional with a career spanning more than 30 years, of which the last 16 years have been with the BNP Paribas group.  Ms Torres started her career in investment banking roles covering interest rate derivatives before broadening her scope to heading global foreign exchange, followed by becoming Head of EMEA Fixed Income, Derivatives, and FX marketing and sales teams.  Throughout her career she has been very involved in socially responsible initiatives in the finance industry and was formerly a volunteer and Non-Executive Board Member of the Mircoloan Foundation which is active in Sub-Saharan Africa. She currently co-chairs the BNP Paribas Investment Solutions UK CSR Committee.  Ms Torres holds a Bachelor’s degree in Business Administration from the Instituto Autonomo de Mexico,  a Master’s degree in International Finance from Ecole D’Hautes Etudes Comerciales (HEC) and a second Master’s degree in Futures and Options from Paris Dauphines IX.

Speakers (20)

Min Lan Tan

Min Lan Tan

Managing Director, Head APAC Investment Office, Chief Investment Office
UBS Wealth Management Asia Pacific

Tan Min Lan is the Head of APAC Investment Office at UBS Chief Investment Office, WM. Her role is to drive research content, supervise portfolio performance and ensure effective communication of the UBS House View in Asia Pacific.  She serves as a member of both the Global and Emerging Market Investment Committees which formulate the global UBS House View.  Prior to this, Ms Tan spent eleven years with the UBS Investment Bank where she held a number of senior appointments, including the Global Head of FICC Macro Strategy Research, Head of Equities and Head of Research and Strategist for Singapore. Before joining UBS, Ms Tan worked as an economist and strategist at Merrill Lynch covering the Asian equities markets. Prior to entering the financial services industry, she was a senior economist with the Econometric Modelling unit at the Monetary Authority of Singapore. Ms Tan holds a Bachelor in Accountancy from the National University of Singapore and is a CFA charter holder. She also sits on the Investment Review Committee of the Singapore National Kidney Foundation.

Danial Mah Abdullah

Danial Mah Abdullah

Chief Executive Officer
Labuan IBFC Inc

Danial Mah Abdullah is currently Chief Executive Officer of Labuan IBFC Incorporated Sdn Bhd (Labuan IBFC Inc), the official promotion and marketing agency for Labuan International Business and Financial Centre (Labuan IBFC). Mr Danial is a member of the Executive Committee of the International Islamic Financial Market (IIFM) and the Financial Stability Committee; alternate Board member of the IIFM; and a Board member of Labuan IBFC Inc, LabuanFSA Incorporated Sdn Bhd and Pristine Era Sdn Bhd.  He holds a Bachelor of Accounting from the University of Malaya, Malaysia; and a Masters in Business Administration from the Manchester Business School, UK. He is a Chartered Accountant registered with the Malaysian Institute of Accountants.

Febby  Avianto

Febby Avianto

Head of Private Banking Asia
Falcon Private Bank

Febby Avianto is Head of Private Banking Asia.  He has more than 20 years of experience in the wealth management industry.  He previously held the position of Head Market South East Asia at RBC Wealth Management. Prior assignments include positions at Sarasin Bank in Singapore (Vice Chair South East Asia and Country Team Head) as well as team head and relationship manager roles at UBS Wealth Management, ABM Amro and Citi Group Private Banking in Singapore and Jakarta from where he was overseeing an increasing share of the Indonesian market and its top client segment (Head of CitiGold). Mr Avianto holds a Bachelor’s degree in Economic Management from the Indonesian Christian University and a Master’s degree in Marketing from the Dutch Tilburg University.

Satya Bansal

Satya Bansal

Chief Executive Officer, Wealth & Investment Management India
Barclays

Satya Narayan Bansal is the Chief Executive Officer of the Wealth and Investment Management division of Barclays in India. He joined Barclays in 2007.  He has a deep understanding of various businesses and strong connections with business families in India and overseas. His entrepreneurial spirit and focus on execution has been instrumental in building a business, which thrives on best-in-class propositions and a robust platform.  Prior to joining Barclays, Mr Bansal was Head of Private Banking in the South East Asia region for ICICI Bank in Singapore. He has held a variety of roles in the banking and financial services industry for more than 20 years. He has been closely associated with the Indian equities market and has watched it evolve from the outcry system to online trading today. He was part of the core team responsible for building and growing icicidirect.com, the online trading portal for ICICI in India.  Mr Bansal started his career in Project & Corporate Finance and over time has worked in the areas of corporate finance, financial restructuring and debt markets. He has extensive cross-functional experience in finance, sales, marketing, product development and technology, as well as in analysing investments and markets.  Mr Bansal is a chartered member of TiE and various other angel networks and an active angel investor having helped more than 20 startups across industries both in India and overseas including social impact investing. He holds a Bachelor of Commerce degree from University of Rajasthan in India and is a Chartered Accountant from the Institute of Chartered Accounts of India (ICAI).

Andrew Chan

Andrew Chan

Head of Trust & Fiduciary Services, Greater China
Standard Chartered Private Bank

Andrew Chan is a tax accountant by background and advises high-net-worth clients on their estate planning and wealth protection needs.  Since moving to HK in 1997 from Malaysia, Mr Chan has been providing wealth planning solutions and advices to clients who have become more international and complex from the perspective of their business being listed in/expanded to overseas or family status changing due to migration.  While China has the greatest wealth planning opportunities due its huge new wealth creations, he also has experience in dealing with the changing wealth landscape to wealth protection and succession in some of the more developed region like HK and Taiwan.  Mr Chan was previously a Senior Director in Wealth Planning in a top global bank trustee company for seven years before taking up his current role in managing his own team of specialists.  Prior to that, he was in a Big 4 CPA firm, Tax & Private Client services.  

Lily Chan

Lily Chan

Executive Director, Alternative Capital Markets Group
Goldman Sachs Private Wealth Management

Lily Chan joined Goldman Sachs in July 2012 and is responsible for alternative investment solutions in Asia. She focuses on alternative asset classes across hedge funds, private equity, real estate and infrastructure.  Prior to joining Goldman Sachs, Ms Chan was a founding member of Archer Asia, an Asian focused Fund of Funds where her responsibility included portfolio management, investment due diligence and hedge fund advisory services. Prior to that, she was at Credit Suisse Asset Management where she was responsible for advising institutional and private banking clients on hedge funds investment and conducting hedge fund investment due diligence. Previously, Ms Chan worked at USD 1.3 billion KBC Asia Fund of Funds (Institutional Year of the Year 2005, Best Asian Fund of Funds 2007 Eurekahedge) where she was responsible for hedge fund investment due diligence and manager selection. Ms Chan holds a Bachelor of Commerce, Accounting from the University of Queensland.

Anant Deboor

Anant Deboor

Managing Director, Singapore
The Partners

Anant Deboor joined The Partners in 2011 to launch the office in Singapore. Mr Deboor brings over 20 years’ experience of working as part of fully integrated brand teams for clients including HSBC, Unilever, Rolex, Ducati and Colgate-Palmolive. Since the launch, he has taken the lead on developing The Partners’ client relationships in the Asia-Pacific region. This includes working on a variety of projects including AirAsia, Tune Hotels, and Caterham Cars. A brand communication specialist, Mr Deboor was previously regional head of strategy at both JWT and Young & Rubicam, working with clients across Asia and Australia.

Geoffroy De Ridder

Geoffroy De Ridder

Managing Director and Operating Head
UBS Wealth Management Asia Pacific

Geoffroy De Ridder is Managing Director and Operating Head / Chief Operating Officer at UBS Wealth Management Asia Pacific. He leads the development and management of business-wide strategic initiatives across the wealth management business in the region. He also has oversight of the Asia Pacific CEO Office (comprising Business Change Management, Business Management, Client Advisor Workplace, Client e-Channels, Pricing Management, Strategy and Business Development), IT Investment Governance, Sales Management and Risk Management. Before assuming this role, he was Head of Strategy & Business Development for UBS Wealth Management globally.  Prior to joining UBS, Mr De Ridder worked with several large multinational organizations. He was the Head of Strategy & Strategic projects at Banque Cantonale Vaudoise and Associate Principal at McKinsey & Company. He started his career at Swissair – Atraxis AG as a Project Leader in Operations Research.

Vincent Duhamel

Vincent Duhamel

Head of Asia
Lombard Odier

Vincent Duhamel is Head of Asia for Lombard Odier, responsible for Asia Pacific and Japan. He is also the President and Representative Director of Lombard Odier, Tokyo.   

He joined the firm from one of the largest family offices in Asia, where he served as CEO.  Prior to that, he was a Managing Director at Goldman Sachs in Hong Kong serving as Head of Asia ex-Japan for its Asset Management and Global Official Institutions business. He moved to Asia in 1997 as the Chief Executive for Asia and a member of the Global Executive Committee of State Street Global Advisors’ business.  During that period, Mr Duhamel was one of the key architects behind the market intervention and disposal of assets by the Hong Kong Monetary Authority, in addition to being the project manager assisting the Social Security Fund of China to develop its investment processes and policies.    He is a member of the Operations Oversight Committee (OOC), which is part of the Financial Reporting Council, Hong Kong; the Advisory Committee of the Securities and Futures Commission (SFC) and Main Board and GEM Listing Committee of the Stock Exchange of Hong Kong Limited.  He also served as a CFA Institute Governor from 2000 to 2008 and as Vice Chairman and Chairman of the Board of Governors in 2006 and 2007 respectively.

Claude Haberer

Claude Haberer

Chief Executive Officer Asia-Pacific
Pictet Wealth Management

Claude Haberer is CEO Asia-Pacific at Pictet Wealth Management. Prior to joining Pictet Group, he held a number of senior management positions within the BNP Paribas Group including CEO, BNP Paribas Private Bank North Asia. Mr Haberer holds a Master’s Degree in Chinese Language and Civilisation from the Institut des Langues et Civilisations Orientales of the Université de Paris, and Masters of Business Administration from the Ecole des Hautes Etudes Commerciales (HEC).  Mr Haberer is also the President of Association Ricci and is a knight in the Ordre National du Mérite of the French Republic.

Hans Hanegraaf

Hans Hanegraaf

Chief Executive Officer, Private Banking Asia & Middle East and Country Executive, Singapore
ABN AMRO Bank

Hans Hanegraaf was appointed Country Executive of ABN AMRO Bank N.V. Singapore, and CEO of ABN AMRO Private Banking Asia & Middle East in September 2014. Bringing over 20 years of experience as a banker to this role, Mr Hanegraaf has held many notable commercial and corporate leadership roles during his career in the Netherlands and internationally. In 2010, Mr Hanegraaf assumed the role of CEO of Business Banking at ABN AMRO, and oversaw the business with an AUM of US$29 billion, serving 350,000 customers across a broad range of industries ranging from start-ups to enterprises with revenues close to US$40 million per annum. Prior to this, Mr Hanegraaf was CEO of Commercial Banking at Fortis Bank, after developing extensive experience in business development as Managing Director & Global Head Agriculture Commodities and Head of Commodities (Europe, Middle East and Africa). In this role he was responsible for the expansion of its global client portfolio in the agriculture commodities industry, with assets under management (AUM) amounting to US$7.5 billion. During the late-1990s through to 2003, Mr Hanegraaf worked as Deputy Director of the Global Transportation Group tt Meespierson N.V./ Fortis Bank, where his achievements included the origination, management and growth of debt portfolios up to almost US$1 billion within the shipping, transportation and telecommunication sectors as well as extensive experience in debt restructuring and corporate recovery. Mr Hanegraaf has a bachelors degree in Economics from Tilburg University Netherlands and holds an MBA from Nyenrode University Netherlands, (International Executive MBA 2001).

Paul Hodes

Paul Hodes

Asia Pacific Head of Consumer Bank Wealth Management
Citi

Paul Hodes is the Asia Pacific Head of Consumer Bank Wealth Management for Citibank, N.A. and Citi Asia Head of Traditional Managed Investments.   He has more than 25 years’ experience in Wealth Management in banking and investments working in the U.S., Japan, Europe and Asia Pacific.  Since 2010, Mr Hodes has been based in Singapore heading Traditional Managed Investments for Citi Private Bank and Consumer Bank in Asia. In addition, he heads Wealth Management for Citibank Asia Consumer Bank.   Prior to his current role, he managed Citibank Malaysia Retails Bank with oversight of 100,000 customers, including Wealth Management Services to 30,000 Citigold customers. Mr Hodes was elected to the Board of Governors of the Financial Planning Association of Malaysia (FPAM).  Between 2003 and 2007, he was based in Singapore as Citibank’s AP Regional Wealth Management Business Development Head managing Brokerage, Portfolio Finance and Liability Products across 13 countries.  Prior to that he held positions including Wealth Management Head for Citibank International Personal Banking in London, Investment Marketing Director for Citibank Japan and a member of the team that launched the investments business in 1998. Mr Hodes began his career in 1985 at Morgan Guaranty Trust, London. He spent 11 years at Fidelity Investments in Boston and Tokyo working in a number of sales and marketing roles.

Nadav Lehavy

Nadav Lehavy

Managing Director
SandAire Singapore

Nadav Lehavy is Managing Director of SandAire Singapore and is responsible for the firms activities in Asia.  He has been working in the financial services industry in Asia for over twenty years and has been involved in the starting-up and building-out of several financial services businesses.  Prior to joining SandAire, Mr Lehavy launched and managed his own regional consultancy firm, focused on advising financial services companies seeking to expand their respective business presence in Asia. Other experience includes managing AIG Trading Group out of Hong Kong, a capital markets business unit of AIG, which transacted as a principal and was a provider of risk management services to its clients. Within AIG’s asset management business line, Mr Lehavy was also responsible for the expansion of AIG Private Bank’s presence in Southeast Asia, based out of Singapore. Mr Lehavy studied Economics and English at the University of Pennsylvania.

Carolyn Leng

Carolyn Leng

Head
CIMB Private Banking, Malaysia

Carolyn Leng is Head of CIMB Private Banking in Malaysia. Having been with Malaysia’s first full-service private bank since its inception, she is an industry pioneer who has played an instrumental role in expanding CIMB Private Banking’s presence across Malaysia and growing the business to become one of the region’s leading private banks. Ms Leng is actively involved in building wealth management offerings for the Group’s high net worth clients throughout the region.  Prior to joining CIMB Private Banking, Ms Leng led the unit at Commerce Trust, now known as CIMB Principal, one of the Malaysia’s largest unit trust companies. Before that, she was with Templeton Management Limited, one of Canada’s largest mutual funds, where she managed sales for British Columbia and Alberta.  Ms Leng holds a Bachelor of Arts Degree in Economics from the University of Toronto and has completed various specialised courses in Financial Planning.

Ernest Leung

Ernest Leung

Chief Executive Officer, Singapore
BNP Paribas Wealth Management

Ernest Leung has been the Chief Operating Officer (COO) of BNP Paribas Wealth Management Asia Pacific since 2011, leading regional teams in finance, operation, technology, client management, operational risks, digital solutions and project & process management. As COO, Mr Leung is responsible for ensuring that the Bank's rapid growth and development is supported by an efficient and robust operating platform.. Mr Leung is also Chief Executive Officer for BNP Paribas Wealth Management Singapore focusing on the Bank’s growth strategy, further enhancing business development and franchise growth in Singapore. Before taking on his role as COO, he was the Head of Strategy & Business Development for BNP Paribas Wealth Management regionally in APAC. Prior to this, he was the COO then CEO of BNP Paribas Personal Finance in China where he established and managed a consumer finance co-operation with Bank of Nanjing, as well as managing a personal finance processing company in Shanghai.  Mr Leung has over 20 years of experience garnered at global financial institutions such as Citibank and BNP Paribas where he held various country and regional roles in Hong Kong, Singapore and Shanghai.  He holds a Bachelor of Commerce & Business Administration from the University of British Columbia, Vancouver.

Michel Longhini

Michel Longhini

CEO
UBP Private Banking

 

Michel Longhini joined Union Bancaire Privée, UBP SA (UBP) in September 2010 as CEO of the Private Banking division and Member of the Bank’s Executive Committee. He leads private banking operations worldwide with a view to reinforcing UBP’s activities in emerging markets and Asia, while continuing to grow the Bank’s overall Private Banking business. Mr Longhini has over twenty years’ experience in private banking. Before joining UBP, and since 2008, he was Managing Director of BNP Paribas International Wealth Management in Paris. Having been a Member of the Executive Committee of BNP’s Wealth Management division since 1999, he also served as Global Head of Investment Services, and then CEO of Wealth Management Asia-Pacific from 2003 to 2008, based in Singapore. Mr Longhini holds an MBA from the Ecole Supérieure de Commerce in Lyon.

 

Gerald Mackenzie

Gerald Mackenzie

Director, Digital Channel Management, Private Banking Asia Pacific
Credit Suisse

Gerald Mackenzie is responsible for the definition of Credit Suisse’s Digital Channels business model, and for managing the day to day operations of the digital channels within the bank’s existing Private
Banking Asia Pacific business. He led the definition of the digital strategy for Credit Suisse in Asia Pacific and the initiation of the current digitization program. Mr Mackenzie joined Credit Suisse in 2007 and has played various roles driving business and technology strategy and consulting mandates, as well as ensuring the bank’s business operating model is optimized in relation to strategy and technology adoption. Prior to joining Credit Suisse, Mr Mackenzie worked for McKinsey & Co. on strategy engagements for clients globally, and led restructuring and turnaround advisory mandates across Asia Pacific for Ferrier Hodgson, a consulting firm specializing in corporate advisory, recovery and management consulting. He has substantial experience in corporate strategy, digital strategy and adoption as well as the delivery of change in businesses that are implementing large digitization initiatives. He has wide industry experience, working for and consulting to firms across finance, telecommunications, retail, manufacturing and primary industries. Mr Mackenzie is a graduate of the University of Canterbury (New Zealand) and holds a Master’s of Science in Organizational Psychology.

Jon Reade

Jon Reade

Managing Director
Art Futures Group

Jon Reade is Managing Director of the Art Futures Group, a specialist art investment company based out of Hong Kong.  He works full time in the Arts industry sharing his knowledge and delivering investment opportunities to clients. He provides information and education to help clients understand the international art market and recognize that collecting and investing in art has become a global phenomenon. Mr Reade started trading in art around 18 years ago when he set up and owned a gallery in Sheffield, England specializing in art from the UK.  He then moved to Australia in 2002 working for a specialist art investment company in Sydney called Galleries Direct where he was able to track and research art movements to tailor clients’ portfolio goals.

Edward Son

Edward Son

Strategic Planning Manager, Private Banking Division
KEB Hana Bank

Edward (Kwonseok) Son is the Strategic Planning Manager at the Private Banking Division of KEB Hana Bank a position he has held since the beginning of 2014.  Mr Son previously served as Financial Product Manager in the Wealth Management Group and holds more than eight years of experience in private banking.  Prior to working at KEB Hana Bank, Mr Son was Strategy Manager in the System Technology Group at IBM having started with the company as a Financial and Manufacturing Industry Consultant.  He holds a BS in Business Administration from Hanyang University in Seoul and an MBA from the University of Illinois.

Su Shan Tan

Su Shan Tan

Group Head, Consumer Banking and Wealth Management
DBS Bank

Ms Tan Su Shan joined DBS in June 2010 and is currently Group Head of Consumer Banking & Wealth Management. She also serves as the President Commissioner for PT Bank DBS Indonesia. Prior to joining DBS, Ms Tan was Morgan Stanley’s Head of Private Wealth Management for Southeast Asia. Before re-joining Morgan Stanley in May 2008, she was a Region Head for Singapore, Malaysia and Brunei for Citi Private Bank. She was responsible for the private bank’s overall business and a board director of Citi Trust Singapore. Ms Tan was also the Singapore Investment Centre Head.  Prior to that, she was an Executive Director with Morgan Stanley in Singapore, serving from 1997 to 2005 as an investment adviser to high net worth families, corporates and institutions in the region.  Before joining Morgan Stanley, she spent eight years in ING Baring Securities in institutional equity sales, working in key financial hubs in London, Tokyo and Hong Kong.  Ms Tan holds a Master of Arts from Oxford University in the United Kingdom, where she studied Politics, Philosophy and Economics.

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Co-Chairs (2)

Lucy Colback

Lucy Colback

Asia Lex Editor
Financial Times

Lucy Colback joined the Financial Times’ Lex column in June 2014. Prior to that she worked in the finance industry for seventeen years, focusing on Asian equity markets at firms including Schroders, Merrill Lynch and Bear Stearns. She has lived and worked in Hong Kong, Singapore, New York and London, arriving in time for a crisis in each continent. She holds a degree in Oriental Studies, Chinese from Cambridge University and an MA in Chinese Studies, specialising in politics and economic history, from the Chinese University of Hong Kong.

Yuri Bender

Yuri Bender

Editor-in-Chief
PWM (Professional Wealth Management)

Yuri Bender is a journalist covering banking, asset management and capital markets. He has launched and edited several magazines and websites at the Financial Times group and is currently Editor-in-Chief of the Professional Wealth Management global magazine, website and events hub. He moderates panel discussions on financial, business and cultural issues in Europe, the US, Middle East and Asia.  He has reported from Indonesia, Malaysia, China, Kazakhstan, Russia and Ukraine for the FT Wealth magazine and writes regularly for FTfm, the fund management section of the FT newspaper. He studied Investment Management at the London Business School and International Relations at Cambridge University, writing his thesis on the economics of armed conflict.

Agenda - 4th Nov

  • 9:00am
    Breakfast and Registration
  • 9:30am
    Welcome from the Financial Times

    Lucy Colback, Asia Lex Editor, Financial Times

  • 9:35am
    Welcome from Labuan IBFC

    Danial Mah Abdullah, Chief Executive Officer, Labuan IBFC Inc

  • 9:40am
    Keynote Address: What Will Shape Investment Choices in the Year Ahead?

    Ligia Torres, Head of Asia Pacific and Emerging Markets, BNP Paribas Investment Partners

  • 10:10am
    Macro Discussion: 2015 and Beyond – Snapshot of the Industry

    2015 has been an important year for the financial sector in the Asia region. Member countries are hurriedly taking steps towards harmonising regulatory systems, liberalising the banking sector, and removing obstacles to region-wide capital markets activity. In China, too, the government is in the process of removing barriers that until recently prevented foreign banks and wealth management firms from competing in the China market. Where is the industry headed in the next 18 months? In what ways are online investment platforms and peer-to-peer lending disrupting the market? How are independent asset managers shaking up the competitive landscape in this region?

    Paul Hodes, Asia Pacific Head of Consumer Bank Wealth Management, Citi 

    Ernest Leung, CEO, Singapore, BNP Paribas Wealth Management

    Michel Longhini, CEO Private Banking, UBP

    Moderator: Lucy Colback, Asia Lex Editor, Financial Times

  • 11:00am
    Networking Coffee Break
  • 11:20am
    Panel Discussion: Relationships with the Next Generation – Harnessing Technology as a Key Communication Channel

    The Asia Pacific region is renowned for being home to a high proportion of HNWIs that do not use private banks for their wealth management needs, with estimates indicating that private banks have captured only 10–20 percent of the potential HNWI market in the region. What challenges do banks face in communicating to these successful, self-made entrepreneur-type clients the value of wealth planning and preservation? Can firms harness technology to connect with the younger generation within families, in order to deliver these important messages? How can banks leverage social platforms and other interactive applications to engage the next generation? Could user-friendly, automated wealth management tools be the answer for those looking to acquire and retain the “under-banked” market segment in Asia?

    Satya Narayan Bansal, CEO, Wealth & Investment Management India, Barclays

    Anant DeboorManaging Director, Singapore, The Partners

    Geoffroy De Ridder, Managing Director and Operating Head, UBS Wealth Management Asia Pacific

    Gerald Mackenzie, Director, Digital Business and Channel Development, Credit Suisse 

    Tan Su Shan, Group Head, Consumer Banking and Wealth Management, DBS 

    Moderator: Yuri Bender, Editor in Chief, Professional Wealth Management (PWM)

  • 12:10pm
    Networking lunch
  • 1:25pm
    Introduction to Afternoon Sessions

    Yuri Bender, Editor in Chief, Professional Wealth Management (PWM)

  • 1:35pm
    Panel Discussion: Focusing on the Needs of Asia's Highly Mobile Wealthy Families

    Over the past few decades, many of Asia’s wealthy families have adopted increasingly global lifestyles, sending their children overseas to study in the UK, the US and Canada; with some purchasing properties in these jurisdictions. Others have relocated their entire families overseas, obtaining dual citizenship. With more and more families living such international lifestyles, what must they do to protect their businesses and other assets from the risks of share dilution, dissipation through divorce, and heavy estate duties? What long-term considerations are important for cross-jurisdictional families and how important is the domicile of their assets and structures in determining the successful management of the family wealth? How can they determine which onshore or offshore financial centres are most suitable for asset preservation? 

    Andrew Chan, Head, Trust & Fiduciary Services, Greater China, Standard Chartered Private Bank

    Claude Haberer, CEO Asia-Pacific, Pictet Wealth Management 

    Carolyn Leng, Head, CIMB Private Banking, Malaysia

    Moderator: Yuri Bender, Editor in Chief, Professional Wealth Management (PWM)

  • 2:25pm
    Panel Discussion: Emerging Asset Classes and Evolving Investment Preferences

    Asia’s self-made, first-generation wealthy often take a hands-on approach to managing their portfolios, actively trading on a regular basis and eager to explore new investment styles. Many increasingly sophisticated clients are open to diversifying into non-traditional asset classes to generate growth and Yield. Hedge funds, private equity, real assets, Islamic finance products and venture capital are growing in importance, particularly given the potential for higher returns these asset classes can offer. What trends have been developing over the past 18 months in terms of investment preferences, and how are institutions responding to these trends? Is there a sufficient range of products available to meet growing demand from investors? How can HNWIs in Asia access quality alternative investment funds when competing against larger institutional investors? And is there appetite for more socially conscious investments such as impact investing?

    Febby Avianto, Head of Private Banking Asia, Falcon Private Bank

    Lily Chan, Executive Director, Alternative Capital Markets Group, Goldman Sachs Private Wealth Management 

    Jon Reade, Managing Director, Art Futures Group

    Moderator: Lucy Colback, Asia Lex Editor, Financial Times

  • 3:15pm
    Networking break
  • 3:35pm
    In Conversation with the FT: Opportunity in Uncertainty

    Tan Min Lan, Managing Director and Head of APAC Investment Office, Chief Investment Office, UBS Wealth Management Asia Pacific

    Interviewed by: Lucy Colback, Asia Lex Editor, Financial Times

  • 4:05pm
    Panel Discussion: Knowing the Market – Identifying Cultural and Risk Profiles

    Typically focused on building their businesses, HNWIs in Asia tend to have a high tolerance for risk, and are typically more focused on wealth accumulation than wealth preservation. How can wealth management firms bring their expertise to prosperous yet unbanked entrepreneurs and businessmen from emerging markets in Asia? What are the cultural challenges and practical issues wealth managers must consider when talking to these clients? How can banks tailor their offerings to appeal to different demographic profiles, such as specific age groups or ethnic groups? How do clients respond to changes such as new systems and new advisers, or being taken over by a new brand in the context of consolidation?

    Vincent Duhamel, Head of Asia, Lombard Odier

    Hans Hanegraaf, CEO, Private Banking Asia & Middle East, and Country Executive, Singapore, ABN AMRO Bank

    Nadav Lehavy, Managing Director, SandAire Singapore

    Edward Son, Strategic Planning Manager, Private Banking Division, KEB Hana Bank

    Moderator: Yuri Bender, Editor in Chief, Professional Wealth Management (PWM) 

  • 5:00pm
    Chair’s Concluding Remarks

    Lucy Colback, Asia Lex Editor, Financial Times

  • 5:15pm
    Cocktail Reception

Why Attend?

  • Find out where Asia’s wealth management industry is at, where it’s headed and where the most lucrative opportunities lie
  • Hear the latest trends in investment styles and asset classes – what’s hot and what’s not
  • Learn more about how online investment platforms and peer-to-peer lending are disrupting the market – and how firms can compete
  • Explore fresh ideas on how to tap the “under-banked” segment in Asian markets
  • Network with the region’s most prominent decision-makers in the wealth management space
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Who Attends?

C-suite, SVP, VP, Division Head, Territory Head, Director, Partner, Advisor from:

  • Private Banks
  • Investment Banks
  • Banking Non-traditional banks e.g. online investment platforms, P2P lenders
  • Asset Management
  • Law firms
  • Family Offices
  • Technology companies
  • Consultancies
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Co-Organisers (2)

The Financial Times is one of the world’s leading business news organisations, recognised internationally for its authority, integrity and accuracy. The FT has a record paying readership of one million, three-quarters of which are digital subscriptions. It is part of Nikkei Inc., which provides a broad range of information, news and services for the global business community.

ABOUT LABUAN IBFC

ASIA PACIFIC’S MIDSHORE INTERNATIONAL BUSINESS AND FINANCIAL CENTRE

Labuan International Business and Financial Centre (Labuan IBFC) offers global investors and businesses the benefits of being in a well-regulated midshore international business and financial centre, which provides fiscal neutrality and certainty, in addition to being an ideal location for substance creation.

Located off the North West coast of Borneo, Labuan IBFC provides access to Malaysia's network of more than 80 double taxation agreements and boasts Asia’s widest range of business and investment structures for cross-border transactions, international business dealings and wealth management needs.

Well-supported by a robust, internationally recognised yet business-friendly legal framework, Labuan IBFC operates within clear and comprehensive legal provisions and industry guidelines, enforced by its single regulator, Labuan Financial Services Authority.

With a focus on enabling cross-border transactions, providing risk management structures, Islamic financial services, commodities trading incentives and wealth management vehicles, we offer solutions to regional businesses going global or global businesses looking at penetrating Asia’s burgeoning markets.

Silver sponsor (1)

Art Futures Group is the world’s leading investment broker for Chinese contemporary art, dedicated to helping its clients profit from portfolios containing the market’s most exceptional finds. To this end, it offers unmatched investment services that are backed by an expert team, thorough research, comprehensive knowledge of market developments and financial acumen built on more than two decades’ worth of experience in alternative assets.

PR Partner (1)

Edelman is a leading global communications marketing firm that partners with many of the world’s largest and emerging businesses and organizations, helping them evolve, promote and protect their brands and reputations. Edelman operates in 13 countries across Asia Pacific, Middle East & Africa (APACMEA) and has affiliates in more than 40 cities. Edelman was named The Holmes Report’s 2012 Asia-Pacific, 2013 Middle East, 2014 Asia-Pacific Digital and 2012 India Consultancy of the Year; Campaign’s 2012 Greater China PR, 2012 and 2013 South Asia PR, 2013 Indonesia Digital and 2014 Australia/New Zealand PR Agency of the Year; Marketing Magazine’s 2014 Singapore PR Agency of the Year; and PRWeek’s 2015 Japan/Korea PR Consultancy of the Year. In 2013, Edelman was awarded 17PR’s Top Employer in China and one of the Great Place to Work Institute’s Best Companies to Work For in India. Visit http://www.edelman.com for more information.

Supporting Media Partners (4)

Mergermarket is an independent Mergers and Acquisitions (M&A) intelligence service with an unrivalled network of dedicated M&A journalists based in 65 locations across the Americas, Europe, Asia-Pacific, the Middle-East and Africa. Unlike any other service of its kind, Mergermarket specializes in providing forward-looking origination and deal flow opportunities integrated with a comprehensive deals database – resulting in real revenues for clients.  Visitwww.mergermarket.com

Ignites Asia, a Financial Times service, is an online source of news, business intelligence and analysis for and about the asset management industry in Asia. Ignites Asia is the sister publication to Ignites in the U.S.and Ignites Europe. Ignites Asia is a must-read for all executives, managers and consultants who conduct business throughout Asia and need to know the latest developments within the asset management industry. Coverage in Ignites Asia includes 12 countries in Asia, retail, high-net-worth and institutional markets, asset management sales and marketing, legal and compliance, operations and technology, business and people moves, investment management services, regulatory developments, investment mandates, investment products, industry trends, markets, and more. Ignites Asia is your one-stop shop for news on the Asian asset management industry.

Published by the Financial Times, Professional Wealth Management (PWM) specialises in analysing the growth strategies of private banks and the regional financial centres in which they operate.PWM carries the latest analysis of private banks, wealth managers and regional financial centres, along with in-depth reporting on asset allocation, the fast moving regulatory agenda, digital operations and technology, with input from a broad range of thought leaders.PWM is devoted to analysing the delivery of wealth solutions to private clients and entrepreneurial families. This can be through traditional banks, private investment or family offices and increasingly robo-advisers. PWM is also helping financial institutions to set up relevant distribution and advice models in developing markets such as the Middle East and parts of Asia and Latin America. Register for a free print subscription to receive PWM bi-monthly.

The Banker provides economic and financial intelligence for the world's financial sector and has built a reputation for objective and incisive reporting. It leads the debate on all the issues surrounding the global banking industry, providing in-depth news and analysis, exclusive interviews with senior industry figures and definitive regional bank listings, including the internationally acclaimed Top 1000 World Banks.

Supporting Partners (7)

The Association of the Luxembourg Fund Industry (ALFI) is the representative body of the Luxembourg investment fund community. Created in 1988, the Association today represents over 1,500 Luxembourg domiciled investment funds, asset management companies and a wide range of service providers such as depositary banks, fund administrators, transfer agents, distributors, legal firms, consultants, tax experts, auditors and accountants, specialist IT providers and communication companies. The Luxembourg Fund industry is the largest fund domicile in Europe and a worldwide leader in cross-border distribution of funds. Luxembourg-domiciled investment structures are distributed on a global basis in more than 70 countries with a particular focus on Europe, Asia, Latin America and the Middle East.

For further information, do not hesitate to consult our website at www.alfi.lu.

You can also keep up to date with the discussion by following @ALFIfunds on Twitter or join ALFI’s LinkedIn group.

ASEAN Private Equity & Venture Capital Association is a non-profit organization whose mission is to catalyze investment into the ASEAN region. It helps creates opportunities for its members to succeed in the ASEAN markets by leveraging its extensive industry network to access opportunities, promote best practices, liaison with ASEAN governments, and provide unique networking opportunities; giving our members a competitive edge to achieve superior returns from investments in the region. More information can be found at www.aseanpevca.org

The Association of International Wealth Management(AIWM) is the international professional organisation for wealth managers, portfolio managers, investment advisors, asset managers and trust and estate practitioners worldwide. The Association's main role is to award the Certified International Wealth Manager Diploma (CIWM®), the education qualification which is delivered internationally in partnership with approved training providers. The Association was founded in 2007 by AZEK, the training centre of the renowned Swiss Financial Analysts Association. (SFAA). SFAA was established in 1962 and now has more than 2,700 members including financial and investment fund analysts, asset managers, wealth managers and fund managers. Based in Switzerland, the AIWM operates on a global scale.

The American Chamber of Commerce in Singapore is the largest and most active foreign chamber in Singapore, with over 5,500 members representing more than 700 companies. AmCham advocates for its members' interests to the highest levels of government in Singapore and Washington D.C. and provides its members business insights and connections. With an estimated US$229 billion, the United States is Singapore’s largest source of foreign direct investment.

The British Chamber of Commerce, Singapore (BritCham) is one of the country’s leading business forums, open to executives and businesses of all nationalities. The Chamber network is an engaged and dynamic business community of more than 2,600 executives representing over 400 companies. We provide connections, insights and information for businesses, focusing on delivering quality support to our growing membership base through currently 15 Business Groups. We organise over 90 events a year offering frequent and diverse opportunities for networking and exchange.

Established in September 1987, CFA Society Singapore (formerly known as the Singapore Society of Financial Analysts -SSFA) is a professional society that brings together practitioners in the investment and fund management industry in Singapore. Its principal objective is to promote and uphold professional standards and ethical practice in financial analysis and investment management in Singapore.

  • CFA Society Singapore is the 8th largest Member Society of  CFA Institute, with 3,217 members (as of 2 July 2015, inclusive of 71 Associate/Candidate members).
  • Founded in September 1987, CFA Society Singapore is the first CFA Member Society of CFA Institute outside North America.
  • CFA Society Singapore is a founding member of the Investment Management Association of Singapore (IMAS).
  • The Society runs a whole host of programmes for members, CFA candidates and also the investment community, including Professional Development talks and seminars, Networking sessions, CFA information sessions and examination review classes, and Career Development talks.

The European Chamber of Commerce, Singapore (EuroCham) has the mission to represent the common interests of the European business community in promoting bilateral trade, services and investments between Europe and Singapore and Asia-Pacific. It was established in 1991 as the European Business Association and has been active since 2001 when it became a Chamber of Commerce. EuroCham is a non-profit membership fee-based organization with a membership composed of the European National Business Groups (NBGs) in Singapore as well direct corporate members.

Supporting Education Partner (1)

The Chartered Alternative Investment Analyst (CAIA) Association was founded in 2002 and is the world leader in alternative investment education. The CAIA Association is best known for the CAIA Charter.  Earning the CAIA Charter is the gateway to becoming a member of the CAIA Association, a network of over 9,000 AI leaders located in nearly 90 countries. CAIA also offers the Fundamentals of Alternative Investments Certificate Program®, an online course that provides an introduction to alternative investing. CAIA is considered a leading authority on industry trends and developments worldwide.  
For more information, please visit:

Supporting Newswire Partner (1)

PR Newswire is the premier global provider of news release distribution and multimedia platforms that enable marketers, corporate communicators, public relations officers and investor relations professionals to leverage content to engage with all their key audiences. Having pioneered the commercial news distribution industry in 1954, PR Newswire today provides end-to-end solutions to produce, optimize and target content – from rich media to online video to multimedia – and then distribute content and measure results across traditional, digital, mobile and social channels. Combining the world's largest multi-channel, multi-cultural content distribution and optimization network with comprehensive workflow tools and platforms, PR Newswire enables the world's enterprises to engage opportunity everywhere it exists. PR Newswire serves tens of thousands of clients from offices in the Americas, Europe, Middle East, Africa and the Asia-Pacific region, and is a UBM plc company. Email asia.marketing@prnasia.com to know more.

Contacts

Yvonne Hynes
Speaking Opportunities
Financial Times
Gaurav Nayak
Sponsorship Opportunities
Financial Times
Charles Ho
Marketing And Media Enquiries
Financial Times
Pamela Lam - Asia
Conference Executive, Asia Pacific

Venue

The Fullerton Hotel Singapore
1 Fullerton Square
Singapore 049178

Singapore

Tel: +65-6733 8388

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