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