Asia-Pacific HNWI have $8.3 trillion worth of assets, and despite losing 22.3%, they are expected to overtake North America by 2013. The sting of the financial crisis has lead clients, banks and regulators to move back to basics – but it is exactly this that will rebuild client trust and their portfolios. Asia is still the key growth market.
Reorienting the business model to rebuild client trust has been the order of the day. How is the industry working with regulators and how will their conclusions shape business strategy? What opportunities have boutique banks and local banks seen in the flight to safety? Where are the investment opportunities that will help private bankers to rebuild client portfolios?
Euromoney Seminars’ 5th Annual Private Wealth Management Forum Asia is an opportunity for CEOs of private banks, boutique banks and family offices as well as regulators to come together with service providers such as structured products specialists, business operations specialists, independent trustees and lawyers to discuss how to best serve their clients in the current environment. Key issues to be discussed include:
- Industry best practice – learn from the best CEOs in the industry about their approach to wealth management, investment and building a business platform
- How are regulators building a coherent policy framework around private banks and how can their efforts shape your strategy?
- How are boutique banks grabbing the flight safety by the horns and how can they retain clients who have moved from other banks?
- Wealth preservation and when to cash in – investment strategies and asset classes that will help you rebuild client wealth and trust
- How can you take advantage of the growing sophistication in succession planning and where are the pitfalls when building a trust for clients?
This is an opportunity for you to shape business strategy and exchange ideas and perspectives with other industry players at this pivotal time. The world has changed and the industry is changing with it – will you be a part of the rebuilding process?
We look forward to welcoming you to Hong Kong in November.
CURRENT CONFIRMED SPEAKERS INCLUDE:
Kathryn Shih, CEO Wealth Management Asia Pacific, UBS
Anuj Khanna, Head of Private Banking, North Asia, Credit Suisse
Lok Yim, Head of North Asia, Private Wealth Management, Deutsche Bank
Eng Huat Kong, Managing Director, Global Wealth Management, Merrill Lynch International Bank
Joanna Chu, Head of North Asia, Barclays Wealth
Renato de Guzman, Chief Executive Officer Asia Pacific, ING Asia Private Bank
Peter Flavel, Global Head, TheStandard Chartered Private Bank
Bruce VonCannon, Chief Representative, Banque Privée Edmond de Rothschild SA
Carol Pepper, Chief Executive Officer and Founder, Pepper International LLC
Low Tuck Seng, Chairman, Global Wealth Solutions
Roy Chen, Chairman & CEO, Grace Financial Limited
Andrew della Casa, Director, The Wine Investment Fund