Programme SG

pror sg

Wealth Leadership Management Forum Singapore

Programme

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?

Johan Jooste, Head: Rates, Bank of Singapore

10:15

Agile Investing with Structure Products

Georg von Wattenwyl, MD and Global Head Financial Products Advisory and Distribu-tion, 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 
Oliver Balmelli, Deputy Chief Executive Officer & Head Private Banking Singa-pore, EFG Bank AG
Rohit Bhuta, CEO, Crossinvest (Asia)
Michael Blake, Chief Executive Private Banking Asia, Union Bancaire Privée
Mandeep Nalwa, Founder & CEO, Taurus Wealth Advisors 
Roger Studer, Member of the Executive Board and Head Investment Banking, Vontobel

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:
Nirman Chhabra, Executive Director, Taurus Wealth Advisors
Wai Meng Goh, Executive Director & Structured Product Specialist, Bank Julius Baer
Nicolas Rigois, Head of Wealth Management Product & Sales, Standard Chartered Bank

12:25

Chairman’s closing remarks

With refreshments

12:30

End of forum and lunch