Briefings

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

Thursday - 21st April 2016

Equinox, Swissôtel The Stamford
2 Stamford Rd, Singapore 178882

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Overview

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.

 

 

 

Logistics

Date and Time

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

Venue

Equinox, Swissôtel The Stamford

Address: 2 Stamford Rd, Singapore 178882

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  

About our Sponsors

Sponsors


Speakers

Kong Eng Huat

CEO

EFG Private Bank

Keith Harrison

General Manager, Singapore

Abacare

Shiu Kai Wing

Executive Director

Julius Baer

Zennon Karpon

Director

Kapron Asia

Philip Schoch

Head Product Digital Banking and Onboarding

Appway

Bruce Weatherill

Chairman

ClearView Financial Media


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