Independent Wealth Management Forum 2017 | Hubbis | 16 November 2017 | Island Shangri-La, One Pacific Place, 88 Queensway, Admiralty, Hong Kong
Venue
Island Shangri-La
Island Shangri-La, One Pacific Place, 88 Queensway, Admiralty, Hong Kong
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| Event Date |
Thu Nov 16 HKT (about 7 years ago)
In your timezone (EST): Thu Nov 16 12:00am - Thu Nov 16 12:00am |
| Location |
Island Shangri-La
One Pacific Place, 88 Queensway, Admiralty, Hong Kong |
| Region | APAC |
Details
A 2020 vision for independent wealth management in Asia
We are delighted to host our inaugural event for the independent wealth management community in Hong Kong.
Given the uncertainly and volatility in the markets, a lot of private banks face a tough time in providing any real value or advice to clients. Further, with many private banks now fearful of doing the wrong thing given the regulatory spotlight, this might have a negative impact on service levels.
As a result, the next couple of years probably represent the best-ever opportunity for independent wealth managers to shine and attract
net new money.
The value of a differentiated approach in the form of genuinely independent advice is also becoming clearer – both to clients as well as private bankers who might feel restricted in what they can do for their clients within the current environment.
Speakers
2017 Speakers:
Andrew Hendry
Managing Director, Asia, Westoun Advisors
Ann Marlowe Cooley
Chief Executive Officer, Pacific Hawk
Anthonia Hui
Chief Executive Officer, AL Wealth Partners
Cyrill Arzner
Chief Executive Officer/Board Director, Swiss International Asset Management
Damian Hitchen
Chief Executive Officer, Middle East & Asia, Swissquote
David Friedland
Managing Director, Asia Pacific, Interactive Brokers
David Varley
Chief High Net Worth Officer, Sun Life Hong Kong, Sun Life Financial
Harmen Overdijk
Founding Partner, Capital Company
Harold Kim
Founder and Chief Executive Officer, Neo Risk Investment Advisors
Jeroen Simons
Director, HNW Business Development Director, Sun Life Financial
Keith Lin
Partner, Advisory Services, EY
Kenneth Ho
Managing Partner & Founder, Carret Private
Kevin Lee
Partner, Zhong Lun Law Firm
Michael Olesnicky
Partner, Senior Advisor, KPMG
Peter Dietrich
Head of Business Development, Greater China, Morningstar
Philipp Piaz
Partner, Finaport
Riccardo Lehmann
Managing Director, Swiss-Asia Asset Management
Richard Mcgillivray
Director, Institutional Partnerships, Asia Pacific, CFA Institute
Shanker Iyer
Founder & Chairman, Iyer Practice Advisers
Steve Knabl
President, AIAM Singapore, Chief Operating Officer & Managing Partner, Swiss Asia, AIAM Singapore
Steve Lawless
Global Head of High Net Worth Sales, Old Mutual International
Steve Lawless
Global Head of High Net Worth Sales, Old Mutual International
Stuart Dowding
Managing Director, First Names Group
Tama Churchouse
Lead Analyst, Stansberry Churchouse Research
Tobias Bland
Chief Executive Officer, Enhanced Investment Products
Sponsors & Partners
2017 Sponsors:
PLATINUM:
• Sun Life Financial
GOLD:
• First/Names Group
• Old Mutual International
• Swissquote
• Interactive Brokers
• J. Rotbart & Co.
• Global Precious Metals
SILVER:
• Charles Monat
• Asia Plantation Capital
BRONZE:
• LeonTeq
• Iyer Practice Advisers
• Morning Star
• Pictet
• Mercer
• Rosemont
• EFG