Programme HK

prog hk

Wealth Leadership Management Forum Hong Kong




Chairman’s opening remarks:

Long Lee, CEO, Vontobel Ltd. Hong Kong 


Digital Transformation in Wealth Management

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


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


Agile Investing with Structure Products

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


Coffee break and Networking


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 Man, 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


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?

Anup Gupta, Head of Sales APAC, Vontobel

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


Chairman’s closing remarks


End of forum and lunch