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1 INVESTMENT ADVISORY SUMMIT, SINGAPORE 2015 Wednesday May 20, 2015 The Fullerton Hotel, Singapore PROGRAMME 8:30 – 9:00am 9:00 – 9:05am 9:05 – 10:00am Registration and coffee Welcome and opening comments In conversation with CEOs Differentiate or die? With private banks in Asia eager to distinguish themselves by the quality of their advice, will the investment advisory community finally be at the front and centre of the business model? Will investment advisors be as sought after as relationship managers? Will they be remunerated on a similar scale? Is market performance the single most important criteria when evaluating advisory personnel? Chair: Andrew Shale, Publisher, Asian Private Banker Panellist: Anuj Khanna, Managing Director, Chief Executive Officer, South Asia, Bank Pictet & Cie (Asia) Ltd Evrard Bordier, Chief Executive Officer, Singapore, Bordier & Cie Tan Su Shan, Group Head Consumer Banking and Wealth Management, DBS Bank 10:00 – 10:40am Presentation Know your customers The Asian high net worth client is difficult to define and meeting the needs of this diverse group is a significant challenge. Is the Asian private banking industry set up to meet the needs of clients today and in the future? In this session, Andrew Hendry will share fresh insight from M&G’s proprietary research programme, providing a view on what your customers need from their private banking relationships, how they benchmark their wealth, and what they really see as their financial goals. Presenter: Andrew Hendry, Managing Director, Asia, M&G Investments 10:40 – 11:05am LEAD SPONSORS
Coffee Break LEGAL SPONSOR
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2 11:05 – 11:45am Decision-­‐maker’s panel 2015 and beyond – approaches, themes and opportunities Hear insights from discretionary portfolio managers and gatekeepers of advisory mandates, who explore key investment themes for 2015 and beyond. Which asset classes and instruments are these decision-­‐makers keeping an eye on? Where are flows headed? What are the expectations for the year ahead? Chair: Bernard Wai, Managing Director, Head of Asia Pacific Private Client Solutions Investor Sales, Citi Panellist: Patrick Grossholz, Managing Director, Head of Investment Management, Asia Pacific, UBS Wealth Management Tuan Huynh, Regional Head of Portfolio Management, Asia Pacific, Deutsche Asset & Wealth Management Mario Christoph Becker, Head of Investment Advisory, Southeast Asia, Standard Chartered Private Bank 11:45 – 12:25pm 12:25 – 1:00pm Legal presentation Regional Perspectives on regulatory preoccupation Management responsibility, open communication, and transforming culture: Hong Kong, Singapore and regional perspectives on these regulatory preoccupations and how these preoccupations are changing regulators' behaviour, and how to manage the risks. Presenter: Matthew Newick, Partner and Head of Litigation & Dispute Resolutions, Asia Pacific, Clifford Chance Nish Shetty, Partner and Head of International Arbitration and Dispute Resolution, South and Southeast Asia, Clifford Chance The future of managed solutions for high net worth investors The panel will explore innovations in the managed account space that are currently driving growth and development of this sector. Technology, regulation, business model disruption and fee pressures will be addressed as the panel looks to outline the future structure of discretionary wealth offerings at private banks. Chair: Christopher Faddy, Managing Director and Head of Distribution, Asia Pacific, BNY Mellon Managed Investments 1:00 – 2:00pm 2:05 – 3:00pm LEAD SPONSORS
Panellists: tbc Luncheon Breakout session LEGAL SPONSOR
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3 a. Case studies: tools and methodologies for efficient portfolio allocation The investment landscape has changed significantly since the Global Financial Crisis. A vast array of tools and products for gaining market access, generating yield and managing market risks are available to investors. How do we determine which are most effective at meeting the needs of investors? Citi explores some recent regional and global case studies from across the product suite with a specific focus on Commodities, including a market-­‐neutral commodities trade offering strong yield potential. Moderators: Bernard Wai, Managing Director, Head of Asia Pacific Private Client Solutions Investor Sales, Citi Bao Vu, Commodity Investor Products, Citi b. Exploring the differences between the perceptions and reality of the Asian HNWIs Following the morning introduction to M&G’s research on high net worth investors, Ben Cherrington will lead an interactive discussion, exploring and debating salient insights from the findings. In particular, the session will explore notable differences between the perceptions and reality of the profile, behaviour and key financial motivators of Asia’s high net worth individuals. Moderator: Ben Cherrington, Director, Intermediary Channels, Asia Pacific, M&G Investments c. The evolution of technology influencing the buying habits and manufacturing of structured products. We would like to take this opportunity to discuss advisory, technology and solution driven approaches to family offices and independent asset managers. In this day and age we believe investors are much more knowledgeable, and with the next generation inheriting wealth they are even more focused on solutions rather than opportunistic trades. The difference in this culture offers a different investment approach and mentality that we would like to discuss at this round table. Moderator: Eugene Lee, Head of Financial Products Advisory, APAC, Vontobel Investment Banking 3:00 – 3:30pm 3:30 pm LEAD SPONSORS
High tea and networking session Close LEGAL SPONSOR
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4 INVESTMENT ADVISORY COUNCIL Eric Goh Executive Director, Head of Investors for Southeast Asia J.P. Morgan Private Wealth Management Mario Christoph Becker Managing Director, Head of Investment Advisory, Southeast Asia Standard Chartered Private Bank Patrick Grossholz Managing Director, Head of Investment Management, APAC UBS Wealth Management Ron Lee Managing Director, Head of Investment Advisory, Private Banking, Asia Union Bancaire Privée Simon Grose-­‐Hodge Head of Investment Strategy LGT Bank (Singapore) Tuan Huynh Regional Head of Portfolio Management, Asia Pacific Deutsche Asset & Wealth Management LEAD SPONSORS
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