Singapore Breakfast Briefing –The Fastest One Wins: How Wealth Managers Conquer New Market Segments With Digital Onboarding

About

WealthBriefingAsia is pleased to announce our latest breakfast briefing on the changing space of client acquisition in Asia will take place on Thursday 21 April.

As regulatory changes sweep across the Asia-Pacific region and the number of high net worth individuals continues to rise, wealth managers must find a way to smoothly onboard new clients in a time-efficient manner.

This breakfast briefing will assess the challenges wealth managers face when onboarding both national and cross-border clients, and how this initial experience with firms is a vital point of differentiation amongst competition for potential clients.

As part of this event, have given our network a chance to highlight which regulatory hurdles are the most cumbersome when onboarding clients, as well as their experiences bringing in high net worth individuals.

Insights from the survey will be revealed at this event, and will also be published in an upcoming study conducted by our collaborators, Appway.

 

 

 


Agenda

08:15 – 09:00 Registration and breakfast
09:00 – 09:05 Welcome speech from WealthBriefingAsia
09:05 – 09:20 Study Findings from Zennon Kapron, Kapronasia
09:20 – 09:50 Real Life Best Practice from Philip Schoch, Appway
09:50 – 10:45 Panel discussion and Q&A
10:45 – 11:15 Networking

 


logistics

Date and Time

Date: Thursday 21st April • 2016
Time: 8:15 am – 11:15 am

Venue

Equinox, Swissôtel The Stamford

Address: Equinox, Swissôtel The Stamford, 2 Stamford Rd, Singapore 178882


Speakers

Bruce Weatherill

Chairman

ClearView Financial Media

Bruce is a Chartered Accountant with over 37 years financial services experience, previously a partner in PwC, latterly as global leader of their wealth management practice and the key driver of their bi-annual Wealth Management Report.

Bruce is now CEO of Weatherill Consulting providing advice on client centricity and wider strategic matters to wealth managers. He is the author of The Value of Trust: the quest by Wealth Managers for Trusted Advisor status and a number of other thought leadership reports.

Bruce is chairman of ClearView Financial Media and a non-executive of a number of companies including Fidelity Holdings UK, The Wisdom Council, ComPeer and JDX Consulting.

Keith Harrison

General Manager, Singapore

Abacare

Keith is a seasoned wealth management professional with over 30 years in financial services. He has extensive international experience having lived and worked in London, Johannesburg, Hong Kong, Zurich, Miami, Geneva (twice) and Singapore (twice).

His career progressed whilst working for Price Waterhouse, Samuel Montagu, Standard Chartered, Coutts and Bank Hapoalim – holding a number of senior management positions in the past 20 years including CFO, COO, head of private banking, general manager and region head, Asia.

Keith is a chartered accountant (ICAEW) and a member of STEP. He joined Abacare in 2015 and is Chief Executive of Abacare Singapore Pte Ltd.

Kong Eng Huat

CEO

EFG Private Bank

Kong Eng Huat is the Senior Managing Director and CEO of EFG Bank AG Singapore Branch. He is also EFG's CEO / Business Head for South East Asia. He is a member of the EFG Asia Pacific Executive Committee and a Director on the Boards of EFG Asset Management (Singapore) Pte Ltd and EFG Trust Company (Singapore) Ltd.

Eng Huat is a banking veteran with more than 35 years' experience with various international banks in the Corporate Banking and Private Banking business.

As an industry veteran, Eng Huat provides thought leadership and contributes to various industry groups. He is a member of the IBF CACS CPD Advisory Group; IBF Wealth Management working group; IBF Standards Committee and Chairperson of the IBF Wealth Management working group.

Eng Huat graduated from the University of Singapore with a Bachelor of Business Administration degree.

Philip Schoch

Head Product Digital Banking and Onboarding

Appway

Philip is the Product Lead for Appway Digital Banking and Onboarding. He has helped Appway transform from a local solution provider into a global company that serves the world's top financial institutions. Philip is an expert on compliance and onboarding, having contributed to several studies on the topics. Prior to joining Appway, Philip managed trade settlement products at UBS in Zurich and New York. He holds an MSc in Information Management from the University of Zurich.

Shiu Kai Wing

Executive Director

Julius Baer

Kai Wing is a seasoned change management professional, with over 16 years in financial services and management consulting in London, Shanghai and Singapore. Kai Wing was instrumental in the sale and transfer of Merrill Lynch’s Asian wealth management business to Julius Baer, where he now heads the regional COO Business Management team.

As well as providing oversight for the regional back office in Singapore, Kai Wing’s team lead several strategic initiatives, one of which is to improve turnaround times for account opening.

Zennon Karpon

Director

Kapron Asia

Zennon is a Director at Kapronasia, an Asia-based financial industry market research firm. Kapronasia helps financial institutions and financial technology firms understand the challenges and opportunities in Asia’s Financial Industry.
Previously, he was Intel's Global Banking Industry Manager and prior to Intel, the CIO for Citigroup Portugal. Zennon holds a Computer Science degree from Syracuse University and an MBA from INSEAD. He is the author of ‘Chomping at the Bitcoin’ published by Penguin.


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