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21 Sessions
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Thu Mar 16
8:15 AM
8:15 AM - 9:00 AM GMT +8 / 12:15 AM - 1:00 AM Your local time   (45 min)
Registration and Breakfast



9:00 AM
9:00 AM - 9:05 AM GMT +8 / 1:00 AM - 1:05 AM Your local time   (5 min)
Chair’s Opening Remarks


Yuri Bender
Editor-in-Chief
PWM
Moderator
9:05 AM
9:05 AM - 9:25 AM GMT +8 / 1:05 AM - 1:25 AM Your local time   (20 min)
KEYNOTE INTERVIEW Strategic agility: chasing growth in a destabilised world


Asia’s wealth boom has piqued private banks’ interest; rapid expansion of the
region’s middle class and demand for sophisticated wealth planning prime
executives on the hunt for growth. However, in a VUCA world of inflationary
shocks and European warfare, increasing market share will not be smooth
sailing. 

Macroeconomic turbulence brings ramifications for wealth managers. Executives
pivot to become more agile, finding their angle of relevance through newly
structured offerings, alternative value-added services, and a flexible approach
to remote account openings. 

 * How can private banks continue to capture growth opportunities, whilst
   allocating resources efficiently in the face of climbing compliance costs? 

 * What is the secret ingredient of a winning brand in Asia? 

Arnaud Tellier
CEO, Asia Pacific
BNP Paribas Wealth Management
Keynote
Yuri Bender
Editor-in-Chief
PWM
Moderator
9:25 AM
9:25 AM - 9:50 AM GMT +8 / 1:25 AM - 1:50 AM Your local time   (25 min)
FIRESIDE CHAT Protective portfolios: allocating to alternatives and the outlook
for APAC equities


Confronted by a recessionary environment and a concerning market sell-off,
private banks and investors seek the most prudent route to Asian penetration. In
the short-term, clients err on the side of caution, looking beyond the
traditional 60/40 portfolio to inflation-linked products and protective
alternative assets. However, stock prices are likely to rebound, and a long-term
investment approach is crucial. 

 * What are the winning asset allocation strategies as risk appetite for
   emerging market equities returns? 

 * As China’s government clamps down on technology usage and gaming, is
   investing in B2B semiconductors and AI the wisest game plan? 

 * How can banks preempt future crackdowns by APAC authorities?

Jean Chia
Chief Investment Officer & Head, Portfolio Management & Research Office
Bank of Singapore
Speaker
9:50 AM
9:50 AM - 10:00 AM GMT +8 / 1:50 AM - 2:00 AM Your local time   (10 min)
Panel Framer



10:00 AM
10:00 AM - 10:35 AM GMT +8 / 2:00 AM - 2:35 AM Your local time   (35 min)
PANEL The rise of private markets: angling for access amid the venture capital
rush


In the face of market uncertainty, investors are increasingly seeking refuge and
inflation hedges in private markets. Debt, hedge funds, and private equity
present an attractive alternative to the traditional 60/40 mix. As Asia plays
host to thriving start-ups, venture capital activity is maturing; companies are
typically going public later, positioning private market investment as an
enticing offering for clients. Historically, however, private market funds have
been difficult to access, and tightening regulation poses further obstacles for
wealth managers. 

 * How can banks innovate to navigate barriers? 

 * As property developers across China default, and real estate buckles under
   skyrocketing interest rates, will anxious investors turn their attention to
   alternative assets?

Jean-Paul Churchouse
Managing Director, Head of Southeast Asia and Australia, Private Wealth
Management
Goldman Sachs
Speaker
Narit Kosalathip
Managing Director, Head of Wealth Management
Kiatnakin Phatra Financial Group
Speaker
Shirley Crystal Chua
Founder & Group CEO
Golden Equator Wealth
Speaker
10:35 AM
10:35 AM - 10:55 AM GMT +8 / 2:35 AM - 2:55 AM Your local time   (20 min)
Networking Break



10:55 AM
10:55 AM - 11:20 AM GMT +8 / 2:55 AM - 3:20 AM Your local time   (25 min)
FIRESIDE CHAT Banking on blockchain: meeting market need for product innovation


Blockchain heralds the upheaval of traditional finance and an unprecedented
business opportunity for wealth managers. Singapore’s Project Orchid and
innovative DeFi applications signal progress in the Asian banking space.
Nevertheless, regulatory roadblocks and money laundering concerns pose
challenges to be overcome. Market volatility has dampened appetite for risk, yet
the so-called Crypto Winter marks a short-term snag and digital assets are set
to stay. 

 * How best can private banks experiment safely and develop infrastructure for
   the long-term? 

 * As South Korea invests in the metaverse as part of its Seoul Vision 2030
   plan, will other Asian nations follow suit? 

 * To what extent are acquisitions and joint ventures the most astute avenue for
   banks looking to enter the virtual space?


11:20 AM
11:20 AM - 11:45 AM GMT +8 / 3:20 AM - 3:45 AM Your local time   (25 min)
FIRESIDE CHAT Equity markets in India: injecting growth through entrepreneurship
and reform


Central bank tightening drives Indian momentum, as supply chain devastation in
China pushes businesses and investors away to India’s developing economy. An
enormous emerging middle class, vibrant entrepreneurship, and government
start-up initiatives leave Narendra Modi’s New India ripe for an equity boom.
Nevertheless, the fuel price shock threatens Indian growth. 

 * Will rising energy prices prove catastrophic for the oil import-reliant
   nation? 

 * How will India tackle the poor governance structures of state-owned
   companies, currently dissuading investors?

 * How is the nation faring in the regional race for private banking business?

Rakesh Singh
Group Head, Investment Banking, Private Banking, Marketing and Products
HDFC Bank
Speaker
11:45 AM
11:45 AM - 12:25 PM GMT +8 / 3:45 AM - 4:25 AM Your local time   (40 min)
PANEL Markets under the microscope: pressures in China and Southeast Asian
growth


The immediate outlook for Greater China is hazy, as clients increasingly seek
offshore accounts. Private sector interventions by top-down leadership are
troubling. China’s zero-Covid policy has upset supply chains, reshoring
production to frontier markets such as Vietnam. US-China tensions are further
cause for concern; unease around Taiwan and the delisting of Chinese ADRs from
US exchanges encumber movements towards an economic rebound. Southeast Asian
emerging markets are set to reap the rewards of capital outflow from China.
However, domestic policies centred on internal growth remind wealth managers
that, in the long-term, China remains a force with which to be reckoned. 

 * How is China’s Cross-boundary Wealth Management Connect Scheme set to boost
   product offering and renminbi usage in the Greater Bay Area? 

 * Will Chinese entrepreneurship continue to drive Asia’s growth trajectory, or
   is now the time for ASEAN markets to position themselves competitively?

Hanzhi Ding
CEO
BIL Wealth Management
Speaker
Anurag Mahesh
Vice Chairman, Wealth Management APAC
Deutsche Bank
Speaker
Mignonne Cheng
Chairman, Asia
Bank J. Safra Sarasin
Speaker
Albert Chiu
Executive Chairman, Asia Pacific
EFG Bank AG
Speaker
12:25 PM
12:25 PM - 1:25 PM GMT +8 / 4:25 AM - 5:25 AM Your local time   (1 hour)
Networking Lunch



1:25 PM
1:25 PM - 1:50 PM GMT +8 / 5:25 AM - 5:50 AM Your local time   (25 min)
KEYNOTE FIRESIDE CHAT Going global: targeting talent to cater to complex client
demands


Asian entrepreneurship yields a wealth of underserved investors for private
banks; strategists are advocating a client-centric business model in order to
democratise wealth management products and serve individuals across the wealth
continuum. As the globalisation of wealth accelerates and Asian families seek
portfolio diversification overseas, well-connected international banks in the
region are positioned to profit. However, the markedly global outlook of
clientele calls for agile relationship management and expertise. 

 * Does limited talent pose the main obstacle to future scale? 

 * How can private banks carve out their niche in an increasingly competitive
   market?

 * How will wealth managers navigate complex needs of emerging APAC clients? 

Amy Lo
Co-Head Wealth Management Asia Pacific
UBS Global Wealth Management
Keynote
Kam Shing Kwang
CEO, Asia Pacific Private Bank
J.P. Morgan
Keynote
Yuri Bender
Editor-in-Chief
PWM
Moderator
1:50 PM
1:50 PM - 2:30 PM GMT +8 / 5:50 AM - 6:30 AM Your local time   (40 min)
PANEL Data-driven digitalisation: staving off competition and strategising for
scale


An inundation of digital bank licences across Asia has paved the way to
dominance for digitised players. Asia yields a trove of underbanked investors,
and, as clients look to consolidate their accounts, tech-savvy neobanks are
primed to poach market share. Fintechs threaten to throw the status quo into
disarray; consumer trust may no longer be a durable advantage for incumbent
institutions. Private banks must prioritise the development of data capabilities
in order to avoid client attrition and boost hyper-personalised, value-added
services. 

 * In the sprint for scale, how best can traditional banks transition from
   departmental silos? 

 * Are partnerships with solution providers the route to smoothest digital
   operations?

Sim S. Lim
Group Executive, Consumer Banking and Wealth Management
DBS
Speaker
Arlene Agustin
Senior Vice President, Private Banking Head
UnionBank of the Philippines
Speaker
2:30 PM
2:30 PM - 3:05 PM GMT +8 / 6:30 AM - 7:05 AM Your local time   (35 min)
PANEL Governing the take-over: revamping relationship management for Asia’s
wealth transfer


Asia sits on the brink of a gargantuan intergenerational wealth transfer, and
bespoke succession planning has never been more urgent. In a region where death
is commonly taboo, bankers and family office executives must sensitively
approach challenging conversations with a firm grasp of the intricacies of
business ownership and inherited wealth. As younger clients lock horns over
their family legacy, family offices brace for possible splits. As
entrepreneurship booms and Asia’s affluent population multiplies, wealth
managers are pressured to keep pace. 

 * How should institutions establish best practice to educate new clients and
   avoid investment paralysis in the face of market turbulence? 

 * Above all, communication is key to nurturing trust; insufficient and
   excessive product-pushing threatens to drive talent and clients away to
   family office competitors. Are relationship managers prepared to evolve?

Terence Chow
CEO, Head of RBC Wealth Management Asia
RBC
Speaker
Siew Meng Tan
Regional Head of HSBC Global Private Banking, Asia Pacific
HSBC
Speaker
Mun Yew Chew
Managing Director, Head, Private Wealth
United Overseas Bank (UOB)
Speaker
Omar Shokur
CEO Asia
Indosuez Wealth Management
Speaker
3:05 PM
3:05 PM - 3:25 PM GMT +8 / 7:05 AM - 7:25 AM Your local time   (20 min)
Networking Break



3:25 PM
3:25 PM - 3:40 PM GMT +8 / 7:25 AM - 7:40 AM Your local time   (15 min)
KEYNOTE INTERVIEW


H.S.H. Prince Max von und zu Liechtenstein
Chairman
LGT
Keynote
3:40 PM
3:40 PM - 4:20 PM GMT +8 / 7:40 AM - 8:20 AM Your local time   (40 min)
PANEL Greening investment: pivoting to philanthropy and resisting ESG fatigue


APAC carbon neutrality pledges have stimulated investors’ recognition of ESG
criteria; the Bank of China’s decision to cease financing of overseas coal-fired
power projects has spurred renewable energy investments. Clients are
increasingly considering the sustainability of their own business models, and
family offices present an attractive option for the responsible stewardship of
wealth. As impact-conscious clients pivot to philanthropy, expert guidance on
charitable causes and partners is paramount. 

For many, however, market turbulence and investor concerns have rendered ESG to
the backburner. The sustainable drive is losing momentum and sceptical clients
are confronting wealth managers about the performance potential of ESG bonds. 

 * To what extent do private banks face a corporate social responsibility to
   fight ESG fatigue? 

 * When markets rebound, how can regulators and institutions work together to
   better reporting standards?

Eugenia Koh
Global Head of Sustainable Finance (CPBB)
Standard Chartered
Speaker
Evonne Tan
Head of Barclays Private Bank, Singapore
Barclays
Speaker
Eva Law
Chairman
Association of Family Offices in Asia
Speaker
Pamela Hsu Phua
Chief Executive Officer Asia
VP Bank
Speaker
4:20 PM
4:20 PM - 4:45 PM GMT +8 / 8:20 AM - 8:45 AM Your local time   (25 min)
FIRESIDE CHAT Resilience against risk: tackling systemic issues in banks and
preempting regulatory developments


A rigorous examination of risk culture is paramount to banks’ operational
resilience. Whilst the Monetary Authority of Singapore has warned of the
increased conduct risks brought about by the transition to remote working, APAC
governments’ sustainability pledges have propelled climate risk management to
the foreground. Chief Risk Officers should focus on robust risk monitoring and
the implementation of resilient systems: a need that becomes only more urgent as
the digitisation of the wealth management industry accelerates. 

 * How must incumbent institutions invest in machine learning and advanced
   analytics for boosted risk detection? 

 * As the cost of compliance soars, is there an optimum balance between cost
   management and capacity for an agile response to regulation and risk?

Amitabh Chaudhry
Managing Director & CEO
Axis Bank
Speaker
4:45 PM
4:45 PM - 5:20 PM GMT +8 / 8:45 AM - 9:20 AM Your local time   (35 min)
PANEL Structural shifts: forecasting the future of Asia’s financial hubs


The liberalisation of foreign ownership and investment restrictions ushers
multinational mammoths to the Asian private banking scene, whilst home-grown
competitors are jostling for regional footprint. M&A expedites market
penetration, yet this growth strategy comes at a cost. 

Burgeoning boutiques destabilise Asian wealth management. Executives must focus
on the retention of both clients and talent, whilst exploring outsourced
services to family offices. Consumer confidence in Greater China is low, and the
region’s zero-Covid crackdown has triggered an exodus of business and talent
from Hong Kong to Singapore. However, as a uniquely positioned IPO centre, Hong
Kong is far from its demise. 

 * How will the financial hub recover its reputation, and how is the structure
   of Asia’s wider business landscape set to evolve?

Jimmy Lee Kong Eng
Member of the Executive Board & Head Asia Pacific
Julius Bär
Speaker
Angel Ng
Head of Asia, Citi Global Wealth
Citi
Speaker
Michael Blake
CEO Wealth Management Asia
Union Bancaire Privée (UBP)
Speaker
Benjamin Cavalli
CEO Hong Kong, Head of Wealth Management Asia Pacific
Credit Suisse
Speaker
Yuri Bender
Editor-in-Chief
PWM
Moderator

5:20 PM
5:20 PM - 5:35 PM GMT +8 / 9:20 AM - 9:35 AM Your local time   (15 min)
Closing Remarks: a round-up of megatrends shaping the Asian financial landscape


Yuri Bender
Editor-in-Chief
PWM
Moderator
Parag Khanna
Global Strategy Adviser and Author
Speaker
5:30 PM
5:30 PM - 7:00 PM GMT +8 / 9:30 AM - 11:00 AM Your local time   (1 hour, 30 min)
Networking Drinks Reception




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