Digital Wealth Forum 2019 - Singapore

20 June I Singapore

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Thank You to Our Sponsors

Summary

We were delighted to host our 10th annual event in Singapore for the Digital Wealth Management Community. More than 300 CEOs, COOs, Independent Asset managers and other senior practitioners attended - from a mix of local and international Private Banks, Retail Banks, Insurance Companies, Independent Firms & Family Offices, Asset Management Companies, and IFAs.

Once again, we enjoyed a remarkable turnout of top wealth management, FinTech, RegTech, technology and digital leaders and decision makers from their respective leading international, local and regional businesses.

At a time when financial institutions of all types are re-assessing their strategies for, and engagement with, all kinds of technology, we again realised our ambition of hosting another unique thought-leadership event at which many of the most influential participants in the Asian wealth management community could exchange ideas, information and build connections.

The agenda included bespoke presentations, workshops and head-to-head interviews, as well as timely and strategic panel discussions. Together, these elements gave speakers and delegates a fascinating one-stop Forum to appreciate exactly where the digitalisation of Asia's wealth management market is today, as well as looking forward to the next phase and the immense opportunities and challenges ahead.

A note of sincere thanks to all our event partners: FNZ, Refinitiv, 360F, IRESS, Pershing, a BNY Mellon company, Quantifeed, InvestaCrowd, Quo, Accenture, Onchain Custodian, Orbium, stradegi Consulting, Swissquote and Wealth Dynamix.

POST EVENT REPORT - DIGITAL WEALTH ASIA FORUM 2019 - SINGAPORE

Attendee Profile

Private Banks25%

21%

19%

17%

3%

5%

10%

Retail Banks

Independent Firms

Technology

Asset management

Professional services

Other

Job role

C - Level

Product/ Investment

Business Head

Adviser/ Wealth Manager

Other

25%

20%

18%

17%

20%

SALES1st Qtr 2nd Qtr 3rd Qtr 4th Qtr

360FAAM AdvisoryAbacus Family OfficeAccentureadditivAegis CapitalAlgebris InvestmentsAllfundsAZ Investment ManagementBank Julius BaerBank of SingaporeBearingPointBlackRockBNP Paribas Wealth ManagementBordier & CieCGS-CIMB SecuritiesCIMB Private BankingCiti Private BankCredit Suisse Private BankingCrossbridge CapitalCSOP Asset ManagementCTBC BankDaiwa Capital MarketsDanareksa Investment ManagementDBS BankDeutsche BankDeutsche Bank Wealth ManagementDWSEFG BankEndurance CapitalExpat Financial PlanningExpersoft SystemsEYFinancial AllianceFNZForever Capital

Attendees from these firms

Fry GroupGolden EquatorGravitas FinancialHawksfordHOH Capital PartnersHong Leong BankHSBC BankHSBC Private BankingICHAMInsitor PartnersInstitute of Banking & FinanceInvestaCrowdIPP Financial AdvisersIRESSJachin CapitalJavelin Wealth ManagementJPMorgan Private BankingKPMGLegend AssetLegg MasonLion Global InvestorsLumen Capital InvestorsLutherMontserrat CapitalMW Capital ManagementNDE CapitalNomuraObuhiOCBC BankOld Mutual InternationalOnchain CustodianOrbiumOWW Capital PartnersPershing, a BNY Mellon companyPhatra SecuritiesPhillip Capital ManagementPhillip SecuritiesPictet

Principal Islamic Asset ManagementPwCQuantifeedQuoR3RefinitivRefinitiv LabsRHB BankSan Pacific InvestmentsSchroders Wealth ManagementSciath FundSimon-Kucher & PartnersSingAllianceSingapore Management UniversitySino SuisseSkyhook CapitalSmartlySt. James’s Place Wealth ManagementStandard Chartered BankStandard Chartered Private BankstradegiSwaen CapitalSwiss Life Global SolutionsSwiss-Asia Financial ServicesTaurus Wealth AdvisorsTokio Marine Life InsuranceUBPUBS Asset ManagementUCAP Asset ManagementUOB Asset ManagementUOB BankVinaCapitalWah Hin & CoWellFarer GroupYao CapitalZACD Group

POST EVENT REPORT - DIGITAL WEALTH ASIA FORUM 2019 - SINGAPORE

Speakers

Mark Wightman EY

Jihyun Lee Bank Julius Baer

Silvio Struebi Simon-Kucher & Partners

Timothy Neville FNZ

Ayla Kremb Refinitiv

Mark Nelligan Pershing, a BNY Mellon company

Nakul Kurup OCBC Bank

Michael Gerber 360F

Julian Kwan InvestaCrowd

David Wilson UOB Bank

Tatiana Collins Accenture

Urs Lichtenberger Credit Suisse Private Banking

Nicolas Huras UBS Asset Management

Bassam Salem Obuhi

Will Lawton Quo

Evy Theunis DBS Bank

Conrad LimLGT Bank

Lawrence J Grinceri Skyhook Capital

John Robson Quantifeed

Antony Lewis R3

Alexandre Kech Onchain Custodian

Patrick Donaldson Refinitiv

Alpha Baid Stradegi Consulting

Amar Bisht Orbium

Steve Carroll Refinitiv

POST EVENT REPORT - DIGITAL WEALTH ASIA FORUM 2019 - SINGAPORE

Key voting poll results The Hubbis Digital Wealth Asia Forum 2019 event in Singapore on June 20th provided fascinating and thought-provoking discussions and talks for the assembled delegates. As usual we also polled the attendees and mined out the following nuggets.

Over 75% of attendees have had at least one time consuming and annoying conversation with their bank so far this year

Over 85% of our delegates want new digital tools that saves them time or improves the client experience, while making money was ranked least important

70% of our attendees believe that you can deliver advice digitally

Half our delegates believe that digital will result in significantly fewer RMs in the future

Only 19% of attendees encourage their children to pursue a wealth management career

The cost of delivering financial advice and solutions is getting cheaper according 60% of our audience

Half of our attendees are rapidly coming to terms with AI, no longer finding it frightening and intrusive

95% of the audience still prefer to talk to a person over a robot

Digital Wealth Asia Forum 2020 - Singapore

Thursday 24th September, 2020