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08:00
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Registration
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08:50
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Chairman’s opening remarks:
Long Lee, CEO, Vontobel Ltd. Hong Kong
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09:00
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Digital Transformation in Wealth Management
Roger Studer, Member of the Executive Board and Head Investment Banking, Vontobel
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09:30
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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
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10:15
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Agile Investing with Structure Products
Georg von Wattenwyl, MD and Global Head Financial Products Advisory and Distribution, Vontobel
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10:50
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Coffee break and Networking
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11:00
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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?
Moderator:
Long Lee, CEO, Vontobel Ltd. Hong Kong
Panellists:
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
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11:45
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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:
Anup Gupta, Head of Sales APAC, Vontobel
Panellists:
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
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12:25
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Chairman’s closing remarks
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12:30
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End of forum and lunch
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