Category
Wealth Mangement
Event Overview
FinanceMalta are Gold Sponsors of this event.
Specific topics that will be covered include:
- What are the main opportunities that will continue to drive growth in private wealth management in Hong Kong?
- What are the challenges that will prevent growth in private wealth management in Hong Kong?
- How would you like to see the regulatory and compliance framework change and evolve in Hong Kong?
- In comparison to ten years ago; What has changed in private wealth management in Hong Kong? What has not changed?
- Status Quo; to what extent has the value proposition got to change in the next ten years? And what competitive threats should we be concerned about?
Speakers
- Michael Stanhope, Chief Executive Officer & Founder at Hubbis
- Vincent Magnenat, Chief Executive Officer of Asia Pacific at Lombard Odie
- Derrick Tan, Chief Executive, Hong Kong Branch, Global Market Head, Greater China and North Asia at Bank of Singapore
- Anna Wong, Professor of Practice in Finance at Hong Kong University
- Jennifer Lai, Managing Partner, Head of North Asia at Henley & Partners
- Thor Morsen, Head of Hedge Funds, APAC at Citi Private Bank
- Federico Vasoli, dMTV - Member of FinanceMalta
See the full list of speakers here
Programme
08:30 |
Registration |
08:55 |
Welcome Address |
09:00 |
Panel discussion
Private wealth management - a time of dramatic change |
09:55 |
Presentation
Citrine Estates - Invest in Luxury, Live in Nature |
10:05 |
Presentation |
10:15 |
Panel discussion
Delivering investment products and advice to clients – time to re-think everything?
|
11:00 |
Presentation
Revenues at Risk – Why wealth managers have to rethink their revenue mix |
11:10 |
Refreshment & Networking |
11:35 |
Presentation
Revisiting Family Governance |
11:45 |
Presentation
Trident Trust |
11:55 |
Presentation
FinanceMalta |
12:05 |
Presentation
Leonteq |
12:15 |
Panel discussion
HOW can you sell insurance more effectively to HNW clients? |
13:00 |
Lunch |
13:50 |
Room A – Workshop
Leading Residence and Citizenship-By-Investment Programmes
Room B – Workshop
Managing Risk in Asian Equity Markets |
14:30 |
Room A – Workshop
Room B – Workshop
Enhancing your impact to delight clients!
|
15:10 |
Refreshment and Networking |
15:30 |
Panel discussion
Product Gatekeepers – Leaders Conversation |
16:15 |
Panel discussion
Product Manufacturers – Leaders Conversation |
17:00 |
Closing remarks
Chairman’s Closing Remarks: key learnings to apply |
17:10 |
Forum End |
Who should attend?
The event is attended by CEOs, senior management, product gatekeepers and business unit heads across technology, compliance, operations, risk and advisory – from the leading international and local Private Banks, Retail Banks, IFAs, Family Offices, Insurance Companies, and other Independent Wealth Management Firms.
Other Information
You have a choice of which sections you attend –
When you register - You can attend the whole day or you can attend any of these segments:
- Attend the morning session from 8.55am – 1.00pm
- Attend the afternoon session with proactive workshops 1.50pm – 3.10pm
- Attend the Investment segment at 3.30pm – 5.00pm
Asian Wealth Management Forum 2019
Booking Information
Please ensure that the email address stipulated for each attendee is his or her own personal email address.
Group Discounts: A discount of 21.05% (based on the original price ticket [€190] for members) will be applied if you register 6 or more attendees, from the same company, at the same time, for this event.
Early-bird Discounts: A discount of 0% will be applied if you register till the .
Attendees