The launch of new research from WealthBriefingAsia and UBS casting fresh light on the vibrant external asset manager market in Asia will be marked by a series of high profile events in the region.
We are holding two events in Hong Kong on 2nd June or Singapore on 9th June where industry experts, including senior managers from UBS and the report’s authors will share the findings of this insightful research. They will also answer your questions concerning the future and structure of the Asian wealth management market.
The Independent Asset Management landscape in Asia is currently dominated by Two Cities – Hong Kong and Singapore – but according to the new research the focus of wealth management is set to quickly expand to other regional centres such as Thailand, The Philippines, Malaysia, Vietnam and Indonesia.
Save the date and register now for this must attend event for everyone interested in the future of wealth management for the Independent Asset Manager segment in Asia.
On 2nd June the Hong Kong breakfast briefing will be hosted at the Pool Room at the Grand Hyatt and the Singapore breakfast briefing will be hosted on 9th June at the Westin Hotel, Marina View.
We very much look forward to seeing you there to discuss the future of Asian wealth management and the findings of this new ground-breaking research.
08.15 – 09.00 Registration and Refreshments
09.00 – 09.15 Presentation of Research Findings
09.15 – 10.30 Panel Discussion and Q&A
10.30 -11.00 Networking
Date and TimeDate: Thursday 2nd June • 2016
Time: 8:15 am – 11:00 am
Address: Grand Hyatt, 1 Harbour Rd, Hong Kong
Executive Director, Head Financial Intermediaries Singapore
UBS Wealth Management
Aniruddha has been with UBS for over 10 years across Hong Kong, Mumbai and Singapore. He has worked in a wide range of roles such as internal strategy, leading a domestic wealth management build-out initiative, and in the Chief of Staff function covering Malaysia, Thailand, Philippines, the Non-Resident Indian sector and international markets, before moving to the Financial Intermediaries business. He took over the management of the Financial Intermediaries business for the Singapore hub in early 2017.
Prior to UBS, Aniruddha worked in management consulting in Sydney and Mumbai in Ernst & Young, Bain & Company and The Boston Consulting Group.
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.
Managing Partner & CEO
Silverhorn Investment Advisors
Mike is a co-founder of Silverhorn. Prior to joining Silverhorn, he was a Director at Schroders Asset Management in Hong Kong, where he headed the Wealth Management Distribution in Asia and was responsible for the development of Schroders’ business through private banks in the region as well as through intermediaries in Mainland China. Prior to joining Schroders in 2006, Mike worked at Credit Suisse as the Head of Asian Private Banking Advisory & Asset Management Division. Mike holds a Master’s degree in International Affairs and has written a Ph.D. thesis in Economics, both from the University of St.Gallen, Switzerland. Mike has been working in Asia since 1998, and is fluent in English, German, and Mandarin.
London & Capital, Asia
Philippe Legrand is chief executive and founding partner of London & Capital Asia, an award-winning multi-family office that services HNW clients as a one-stop solution for all their financial needs, in either wealth management or corporate advisory for their family business.
Philippe has accumulated 30 years of senior management experience with international banks in private, corporate and investment banking. He developed the Asian private banking platform for Rabobank/Sarasin in the late 1990s and subsequently headed the private banking North Asian operations of ABN AMRO. He was previously deputy CEO of BNP Paribas Wealth Management, North Asia, a group for which he worked for over 13 years.
Based in Hong Kong since 1995, he has also worked in Europe, North America and India. He is a regular speaker at wealth management and asset management conferences in Asia as well as being a judge for awards within the industry.
Regional Head, Global FIM Asia-Pacific
UBS Wealth Management
Reto Marx is the Regional Head of UBS & WM's Global Financial Intermediary business (FIM) for the Asia-Pacific region (APAC) (since 2010) and Member of the IPS Customized Advisory Executive Committee.
He has spent over 16 years in Asia (based in Singapore) and held various Senior Management roles prior to joining UBS:
Branch Managing Director & Head South-East Asia at Bank Sarasin-Rabo (Asia) Ltd (2008-2010), Member of the Executive
Board & Board of Director of Sarasin-Rabo Nominees (S) Pte Ltd
Head International Wealth Management & Market Leader Australasia at Credit Suisse (2000-2008)
Member of the Asia-Pacific Executive Committee & Portal Advisory Board at Credit Suisse (2004-2008)
Custom House Fund Services Hong Kong Ltd
Tony is Managing Director of Custom House Fund Services Hong Kong Ltd. He advises hedge funds and private equity funds from pre-launch to various stages of their fund lifecycle to operation and administrative matters and is a frequent speaker at hedge fund industry conferences and investor roundtables. Mr. Kan has over 17 years’ experience in the funds industry, which started with State Street Bank in the Portfolio Management team. In January 2000, Tony moved to Hong Kong with Bank of Bermuda in the Alternative Investment Funds team. Following the acquisition of Bank of Bermuda by HSBC in 2004, Tony stayed with HSBC until 2007, where he joined a Hong Kong-based hedge fund as their Chief Operating officer. Prior to joining Custom House in 2014, Tony was a Director at Amicorp Fund Services, where he headed up the fund services team in Asia for four years.
Head of Research
ClearView Financial Media
Wendy has been a wealth management journalist and research writer for eight years, covering a variety of international markets and sub-sectors over that time. She has written an array of in-depth reports on issues affecting private banks and wealth managers, including fintech innovation and implementation, client experience enhancement, branding and marketing strategy, and risk-profiling methodologies.
As well as speaking at conferences in both the UK and abroad, Wendy also regularly consults on strategic and communications issues related to the wealth and asset management market. She carries out research projects among HNW clients, for both internal and external purposes.