Investment Solutions Forum Hong Kong Post Event Report Link to Event View Photos Video Highlights

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Investment Solutions Forum 2017 - Hong Kong Post Event Report Link to

1 Investment Solutions Forum Hong Kong Post Event Report Link to Event View Photos Video Highlights 31 August I Renaissance Hotel I Hong Kong

2 Thank You to Our Sponsors GOLD SILVER BRONZE

3 INVESTMENT SOLUTIONS FORUM HONG KONG - POST EVENT REPORT 3 Summary Providing advice in a more structured and consistent way is essential in preparing investor portfolios for the longer term especially in an environment where the potential for a market correction looms large and digital disruption gathers pace. A key goal for wealth managers in Asia should be to deliver sustainable performance in a way that helps position and protect investors portfolios against market corrections. This is especially important given the successful run in the markets in the first half of So with most wealth management firms and their clients doing well during this period, where do they go from here? This formed much of the discussion and debate among speakers and delegates at the annual Hubbis Investment Solutions Forum in Hong Kong in late August. Today, investors have become smarter in the wake of lessons learned over the past decade. They are increasingly looking at solutions to either get a certain level of protection or a significant buffer to weather corrections. It seems that the transaction model that has driven performance for many private banks in the region is quickly becoming a thing of the past. The industry needs to think more about self-policing, rather than waiting for regulators to dictate the way forward. In the push towards fee-based propositions, however, institutions will need to provide clients with the required transparency to help them identify which parts of the process they are paying for and where they will get the value they should expect. At the same time, the active-passive debate is somewhat redundant, according to several speakers. Instead, clients care about the solution, with a focus on the fees they pay and the performance they get; the instruments and vehicles used are of secondary importance. This is ever-more pertinent given the efforts by robo-advisers and other emerging digital platforms to challenge the traditional investment process and distribution channels. Ultimately, in looking towards longer-term changes in the business of wealth and asset management in Asia, some speakers said it would be helpful for clients and also regulators if the industries collectively started to take a more structured and consistent approach to asset allocation and investment planning for the future. Further, lower fees and efforts to create greater sustainability in client relationships, coupled with a broader digital enablement, is high on the wish-lists of industry participants.

4 4 INVESTMENT SOLUTIONS FORUM HONG KONG - POST EVENT REPORT Attendee Profile Type of firm 22% 18% 20% 18% 8% 14% Private Banks Retail Banks IAMs / Family Offices Asset Management IFAs Other Job role C-Level Product Specialist Business Head Client Advisor/RM Other 11% 22% 30% 19% 18%

5 INVESTMENT SOLUTIONS FORUM HONG KONG - POST EVENT REPORT 5 Attendees from these firms ABN AMRO Adexec Capital Affiliated Managers Group AIA Alpha Wealth Management AlphaBet Asset Management AMG Global Investment AMG Wealth Management Antarctica Asset Management ANZ Aroma International Family Office Asia One Financial Group Asia Plantation Capital Association of Family Offices in Asia Avenue Asset Management Avenue Family Office Bank Julius Baer Bank of Montreal Bank of Singapore Bank Vontobel BlackRock Blockchain Technologies BNP Paribas Wealth Management BNY Mellon BNY Mellon Investment Management BondIT Caidao Capital Capital Company Carret Private Cathay Bank Cathay United Bank CBH Asia China CITIC Bank International China Everbright Bank CIC Investor Services Citi Commerzbank Credit Suisse Asset Management Credit Suisse Private Banking CreditEase Wealth Management DBS Bank Donglin Family Office EFG Bank Energy Use Strategy Advisors Enhanced Investment Products Fidelity International Fosun Group FTSE Russell Fubon Bank Fullway Wealth FWD Grace Financial Guggenheim Investment Advisors Guosen Securities Hang Seng Bank Henley & Partners HKUST Hong Kong Baptist University Hong Kong Investment Funds Association HSBC Huatai Financial ICBC ICBC Credit Suisse Asset Management Indosuez Wealth Management INV Partners Investec Wealth & Investment IRM Family Office J.O. Hambro Capital Management JP Asia Partners JPMorgan Just Service Kristal.ai Leonteq Securities LGT Bank Lombard Odier M Securities Mandarin Capital Manulife Mazarin Capital Mercer Mintai Financial Group Morgan Stanley Neo Risk Investment Advisors Nomura Numerix Odyssey Capital Group Old Mutual Global Investors Old Mutual International Oreana Financial Services Pacific Hawk Pacific West Asia Asset Management Philippa Huckle Wealth Management PineBridge Investments Platinum Financial Services Port Shelter Investment Management Premia Partners Principal Global Investors Prudential Assurance Public Bank Quantifeed Rayliant Global Advisors Rhoba Financial Services Rosemont Rothschild Wealth Management Scotiabank Sinopac Solutions Smart Grandly Asset Management Standard Life Starcrest Capital Partners Sumitomo Mitsui Trust Bank Sun Hung Kai Financial Sun Life Financial Swiss-Asia Asset Management Telligent Capital Management Thomson Reuters TMI UBP UBS Wealth Management Value Partners VTB Capital Wealth Management Group Winland Wealth Management

6 6 INVESTMENT SOLUTIONS FORUM HONG KONG - POST EVENT REPORT Speakers Aleksey Mironenko Premia Partners Alex Ypsilanti Quantifeed Belle Liang Hang Seng Bank Christian Obrist BlackRock David Lai Premia Partners David Varley Sun Life Financial Edmund Yun CIC Investor Services Emmanuel Triomphe UBS Wealth Management Harmen Overdijk Capital Company Harold Kim Neo Risk Investment Advisors Jason Hsu Rayliant Global Advisors Jean-Louis Nakamura Lombard Odier Kevin Liem CBH Asia Lemuel Lee BNP Paribas Wealth Management Linus Yu Numerix Mark McFarland UBP Michael Levin Credit Suisse Asset Management Nitin Dialdas Mandarin Capital Siddhartha Singh PineBridge Investments Steven Seow Mercer Stewart Aldcroft Citi Suresh Singh Principal Global Investors Tong Yew Sng Nomura Ville Oehman Blockchain Technologies Michael Stanhope Hubbis

7 INVESTMENT SOLUTIONS FORUM HONG KONG - POST EVENT REPORT 7

8 8 INVESTMENT SOLUTIONS FORUM HONG KONG - POST EVENT REPORT

9 INVESTMENT SOLUTIONS FORUM HONG KONG - POST EVENT REPORT 9 Delegate Feedback - Overview Most relevant topics How to navigate the investment markets for the rest of 2017 Investing in the crypto-currency and blockchain space The complexity of the new world of investing The industry is hungry for new investment ideas Smart beta in China Key take-aways Bitcoin will blow up REITs remain a solid option Quant factors China A-Shares and smart beta Bond ETFs as the fixed income constituent in portfolios Top 5 presenters Christian Obrist, Director, Head of ishares Wealth and Asset Management Distribution, Asia ex-japan, BlackRock Siddhartha Singh, Head of Client Portfolio Management, Asia Equities, PineBridge Investments Ville Oehman, Co-founder, Blockchain Technologies Jean-Louis Nakamura, Chief Investment Officer - Asia, Lombard Odier Harold Kim, Founder and Chief Executive Officer, Neo Risk Investment Advisors Top 5 panel speakers Michael Levin, Head of Asset Management, Asia Pacific, Credit Suisse Asset Management Harmen Overdijk, Founding Partner, Capital Company Alex Ypsilanti, Chief Executive Officer and Co-Founder, Quantifeed Mark McFarland, Managing Director & Chief Economist, Asia, Union Bancaire Privée Belle Liang, Head of Investment Advisory, Investment Services Division, Hang Seng Bank

10 INVESTMENT SOLUTIONS FORUM 2017 - HONG KONG - POST EVENT REPORT

10 10 INVESTMENT SOLUTIONS FORUM HONG KONG - POST EVENT REPORT Investment Solutions Forum Hong Kong Thursday 6th September

Link to Event Homepage Link to Content Summary page Link to Photos Link to Video Highlights 16 November I Island Shangri-La I Hong Kong

Independent Wealth Management Forum 2017 Post Event Report Link to Event Homepage Link to Content Summary page Link to Photos Link to Video Highlights 16 November I Island Shangri-La I Hong Kong Thank