COOs – Strategies to enhance the platform 2023 | Hubbis | 11 October 2023 | Online

Hubbis will assemble an erudite and influential panel of COOs from Asia’s wealth management industry to discuss how the private banks and/or EAMs adapting their platforms to cater to the needs and expectations of their target private clients.

The experts will set the scene for the development of the wealth markets in Asia, and offer their views on what they have accomplished in 2023, what they plan to focus on in 2024, and, of course, how they are positioning their banks, their firms, their technologies and their teams to seize the opportunities ahead and overcome the inevitable challenges and surprises around the corner. Most importantly, the discussion will be driven by a focus on their increasing client-centricity, as the private banks and the independent wealth firms position themselves to cater to the current and younger generations of wealth in the region.

The discussion will cover how the platforms can deliver the right investor experience and array of assets to these private investors, especially as HNW and particularly UHNW investors diversify portfolios into a more interesting array of markets, geographies, private and alternative assets, and even digital assets. They will also discuss how the right platform can bring clients the right experience and boost client ‘stickiness’ and draw in more AUM.

The discussion will focus significantly on the ongoing digital transformation of operations in the region. Digitisation has advanced further and faster than many might have anticipated, but there is still much further to go on those particular journeys as the banks and other firms position themselves for the future and younger generations of clients. But getting the selection and then the implementation of the latest digital solutions right is far from easy.

As technology revolutionises the offerings and efficiencies of private wealth managers and the broad wealth management community across the region, these COOs are spending a lot of time focusing on the right strategies and processes for ensuring that curation and then implementation of the decisions are soundly based, well-judged and then executed with precision, in a timely manner and to great effect.

Talent is also a key priority for any competitors to be taken seriously in the wealth management markets, and not only do the leaders need to keep hiring the best in the market, but they also need to enhance training in order to develop skills and talent internally, and not just expertise in the products and solutions, but to also further encourage RMs and other team members to become even more client-centric, relevant, responsive and communicative. This is especially important as clients seek a more holistic wealth management proposition and as key players seek to elevate their business models well beyond the transactional, even if at the same time they are boosting their platforms and their digital user-friendliness.

2023 Speakers

Ralf Huber
Co-Founder & CRO, Apiax

Kees Stoute
Regional Private Banking Chief Operating Officer, EFG Bank

Jeffrey Wong
COO, Hywin International

Yash Shah
Partner, Synpulse

Jerome Thuillier
Managing Director - COO, Singapore, UBP

2023 Partners

• Apiax
• Synpulse