Wealth and asset managers the world over are urgently seeking ways to optimise the way they make and manage investment portfolios. Sudden shifts in the investment landscape have become the new normal, while both clients and regulators alike are putting the value institutions deliver under unprecedented scrutiny. In a fast-moving world, constructing portfolios that are demonstrably suitable for investors and efficiently managing them has become fraught with complex challenges.

This wide-ranging learning event will address the most urgent issues facing institutions today and point the way forward for firms seeking to thrive rather than just survive as pressures mount. Topics for discussion will include:

  • The extent to which discretionary investment portfolios can – and should – be customised for the ultimate benefit of investors
  • How investment preferences are changing amid the rise of robo-advice, and how portfolios can best reflect clients’ evolving wants and needs
  • Where institutions can really differentiate their investment offering and foster long-term, trusted advisor relationships
  • How institutions can maximise portfolio performance and operational efficiency while also minimising risks


08.15 – 09.00 Registration and refreshments 09.00 – 10.30 Panel session and Q&A 10.30 – 11.00 Networking


Date and Time

Date: Wednesday 22nd February - 2017
Time: 8:15 am – 11:00 am


Equinox, Swissôtel The Stamford

Address: 2 Stamford Rd, Singapore 178882

About our Sponsors


Speakers’ Chair

Andrew Deane

Co-Founder - Head of Business Development APAC & MENA


Andrew Deane is co-founder of ClearView Financial Media, head of business development for ASIA and Middle East and WealthBriefingAsia publisher. Andrew has over 32 years experience in financial services with […]


Kaushiq Kodithodika

Regional Sales Director

SS&C Advent

Kaushiq Kodithodika joined Advent in 2006 and is now Regional Sales Director, responsible for sales and business development of Advent products and solutions in the Middle East, North Africa ( […]

Mark Smallwood TEP

North Asia Coverage Team Head – Singapore

Deutsche Bank Wealth Management

Mark Smallwood is a Managing Director. He is based in Singapore. In his current role he is responsible for several Singapore based coverage teams which report into the North Asia […]

Mike Buffini

Associate Partner

St. James’s Place Wealth Management

Mike has been working in wealth management for over 28 years looking after expatriate clients of many nationalities while based in locations such as Hong Kong, Belgium, Spain, Isle of […]

Puneet Matta

Managing Director

UBP Private Banking

Puneet Matta is Market Head for UBP’s Non-Resident Indian business in Asia, and is also leading the bank’s efforts with External Asset Managers Based in Singapore, he is responsible for […]

Rohit Bhuta

Chief Executive Officer

Crossinvest (Asia)

Rohit Bhuta, CEO, Crossinvest (Asia) Pte Ltd, a family owned independent asset management company with a 10 year presence in Asia. Crossinvest is headquartered in Lugano. Rohit has more than […]

Sanjay Guglani

Chief Investment Officer

Silverdale Funds

Sanjay Guglani is the Chief Investment Officer of Silverdale Funds. He has been investing in Asian emerging markets for over 25 years. He directly manages Silverdale Bond Fund (an internally […]