Programme HK

prog hk

Wealth Leadership Management Forum Hong Kong

08:00

Registration

08:50

Chairman’s opening remarks:

Long Lee, CEO, Vontobel Ltd. Hong Kong 

09:00

Digital Transformation in Wealth Management

Roger Studer, Member of the Executive Board and Head Investment Banking, Vontobel

09:30

Keynote address: Mapping the blueprint for a globalised portfolio

  • Expanding asset allocation decisions beyond the traditional geographic approaches
  • Strategies in asset allocation and risk diversification in the rising rate environment
  • How do divergent monetary policies and geo-political uncertainties affect Asian markets?
  • Which emerging market sectors have the highest potential for return in a volatile environment?

Jean-Louis Nakamura, Chief Investment Offier, Asia Pacific & Chief Executive Officer, Hong Kong, Lombard Odier

10:15

Agile Investing with Structure Products

Georg von Wattenwyl, MD and Global Head Financial Products Advisory and Distribution, Vontobel

10:50

Coffee break and Networking

11:00

Leadership panel discussion: Revamping your businesses for tomorrow’s opportunities

  • Where do you see the biggest challenges for your business’ future growth and sustainability?
  • The new wealthy in Asia have evolving demands – To what extent is this shaping your business model? 
  • Is there a shift in developing more discretionary portfolio services in Asia, and how?
  • How are you utilising the latest digital and product innovations to enhance value propositions?
  • Where do you see the upcoming opportunities for growth?

Long Lee, CEO, Vontobel Ltd. Hong Kong 
Antoine Candiotti, Chief Executive – Hong Kong, CA Indosuez Wealth Management
Kwan Chi Wan, CEO & Founder, Raffles Family Office
Roger Studer, Member of the Executive Board and Head Investment Banking, Vontobel
Derrick Tan, Chief Executive, Hong Kong Branch, Bank of Singapore

11:45

Structured Investments and Solutions: All weather friends

  • Delivering performance in uncertain times: how structured products have helped clients achieve their investment objectives?
  • Navigating through the tricky period of Q4 2018, what could investors do to re-position their portfolios?
  • Unique ideas / innovations seen in structured investments in 2018
  • Penetration of structured products in client portfolios: how is it changing  and what could be done to increase it?
  • Regulatory landscape – what’s changing and how does that impact the overall business?
  • Technology improvements – how is it affecting to uptake of structured products?

Moderator:
Linnda Chuang, Director, Financial Products Advisor, Vontobel

Speakers:
Jaye Chiu, Managing Director, Investment Management, PB Asia, BMO Private Bank
Joffrey Desrousseaux, Executive Director, Head of Capital Market Products & Execution, DBS Wealth Management 
Jason Lee, Head of Structured Products Asia, Union Bancaire Privée (UBP)
Diwakar Verma, Director, Investment Counsellor, Bank of Singapore

12:25

Chairman’s closing remarks

12:30

End of forum and lunch