ABF Priority Banking & Wealth Management Conference 2018

When:
Tue, 4 December 2018
Venue:
Shangri-La Hotel, Singapore

Overview

After the successful run of the 2018 Retail Banking Forum roadshow, Asian Banking & Finance is pleased to invite you to the inaugural Priority Banking & Wealth Management Conference 2018, taking place on 04 December 2018 in Shangri-La Hotel, Singapore.

The event aims to bring together the leading and the finest in the thriving priority banking and wealth management business in Asia to talk about significant topics in fund management and investment in banks.

You may send us suggestions and intent on being a speaker or panelist, and be a part of the group that will help mold the foundation of this maiden conference. We welcome submissions from priority bankers, wealth managers, banking analysts, and relevant players in the sector.

Speakers will have 20-minute sessions, after which the audience will be encouraged to ask them questions. The conference will also have insightful panel discussions with a selection of speakers.

Confirmed speakers:

  • Celent, Eiichiro Yanagawa, Senior Analyst
  • RHTLaw Taylor Wessing, Benjamin Szeto, Partner & Deputy Head, Private Wealth Practice
  • Oliver Wyman, Anutosh Banerjee, Partner, Financial Services,
  • StashAway, Michele Ferrario, Co-Founder & CEO
  • OCBC Wing Hang Bank, Andy Fung, Head of Segment and Strategic Planning
  • HSBC HK, Mark Surgenor, Head of Wealth, Asia-Pacific
  • WeInvest, Bhaskar Prabhakara, CEO
  • Siam Commercial Bank, Salisa Hanpanich, EVP - Head of Wealth Products and CRM
  • Bain & Company, Avishek Nandy, Principal
  • Bambu, Ned Phillips, Founder & CEO
  • Amazon Web Services, Nilanshuk Haldar, Head of Financial Services Partners, APAC
  • VP Bank, Kimmis Pun Managing Director, Head of Private Banking 
  • DBS, Bank Rajeev Hassamal, Executive Director, Head of Regional Wealth & Segments Consumer Banking Group
  • HSBC, Deepak Khanna, CFA, Head, Wealth Development
  • Citibank, Chan San-San, Head of Wealth Management and Segments 

 


AGENDA

ABF Priority Banking & Wealth Management Conference 2018
4 December 2018 | Singapore


8:30 - 9:00 am -Registration


9:00 - 9:05 am -Welcome Remarks

Tim Charlton, Editor-in-Chief, Asian Banking & Finance Magazine


9:05 - 9:25 am -Speaking Session 1: Digital Wealth A look into Asia's wealth management landscape

• Avishek Nandy, Principal, Bain & Company


9:25 - 9:45 am Speaking Session 2: A new take on data: from information capture to advisor-driven efficiency

• Kimmis Pun Managing Director, Head of Private Banking, VP Bank


9:45 - 10:05 am  -Speaking Session 3: How to best serve evolving wealth management clients 

• Mark Surgenor, Head of Wealth Asia (HSBC HK)


10:05- 10:25 am -Panel Session 1: Digital Wealth: What are the best practices in the digital operations of wealth?

• Avishek Nandy, Principal, Bain & Company
• Kimmis Pun Managing Director, Head of Private Banking, VP Bank
• Mark Surgenor, Head of Wealth Asia (HSBC HK)


10:25-10:55 am -Morning Tea Break


10:55 - 11:15 am -Speaking Session 4: Re-imagining Wealth Management in a Digital

• Anutosh Banerjee, Partner, Financial Services, Oliver Wyman


11:15 -11:35 am -Speaking Session 5: Key Technology Trends across Wealth and Asset Management

• Ned Phillips, Founder & CEO, Bambu


11:35 – 11:55 am -Speaking Session 6: Using Technology to Stop Selling and Start Advising

Michele Ferrario, Co-Founder & CEO, StashAway


11:55 – 12:15 nn -Panel Session 2: Key technology trends in priority banking and wealth management

• Anutosh Banerjee, Partner, Financial Services, Oliver Wyman
• Ned Phillips, Founder & CEO, Bambu
• Michele Ferrario, Co-Founder & CEO
,StashAway
• Rajeev Hassamal, Executive Director, Head of Regional Wealth & Segments Consumer Banking Group, DBS Bank


12:15 - 1:00 pm Lunch Break


1:00 – 1:20 pm -Speaking Session 7: Introduction to Digital Wealth & Case Studies

• Bhaskar Prabhakara, CEO, WeInvest


1:20 – 1:40 pm -Speaking session 8: Asset Management 2020 – Technology Strategies to Win

• Eiichiro Yanagawa, Senior Analyst, Celent


1:40 - 2:00 pm -Speaking Session 9: Harnessing the Cloud for Wealth Management: From Fintechs to the Enterprise

• Nilanshuk Haldar, Head of Financial Services Partners, APAC, Amazon Web Services


2:00 - 2:20 pm -Panel Session 3: How are Asia's wealthy and what are they looking for?

• Eiichiro Yanagawa, Senior Analyst, Celent
• Bhaskar Prabhakara, CEO, WeInvest
• Chan San-San, Head of Wealth Management and Segments, Citibank 


2:20 - 2:50 pm Afternoon Tea


2:50-3:10 pm -Speaking Session 10: Monetising art as an asset class

• Benjamin Szeto, Partner & Deputy Head, Private Wealth Practice, RHTLaw Taylor Wessing 


3:10 – 3:30pm -Speaking Session 11: Buy-side investment risk management

• Salisa Hanpanich, EVP - Head of Wealth Products and CRM, Siam Commercial Bank 


4:15- 4:35 pm -Speaking Session 13:  Introduction to Digital Wealth & Case Studies

• Bhaskar Prabhakara, CEO, WeInvest


3:30 – 4:00 pm -Panel Session 4: The Mass Affluent – At what level does the wealth journey begin?

• Benjamin Szeto, Partner & Deputy Head, Private Wealth Practice, RHTLaw Taylor Wessing
• Salisa Hanpanich, EVP - Head of Wealth Products and CRM, Siam Commercial Bank

…more to come.


4:00 PM Closing Remarks 


For more details, contact:
Andrea Pascual
+65 3158 1386 ext 212
andrea@charltonmediamail.com