Digital Wealth Asia Forum 2018

21 June I Singapore

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Thank You to Our Sponsors

DIGITAL WEALTH ASIA FORUM 2018 - POST EVENT REPORT 3

Summary

Hubbis is delighted to have again successfully host our flagship Digital Wealth Management Forum in Singapore, which was attended by more than 350 CEOs, senior managers, product/fund gatekeepers and business heads across advisory, compliance, technology and other key areas of Asia's wealth management firms.

These experts - from local and international private banks, universal banks, asset managers, independent financial advisory firms, insurance companies, single and multi-family Offices, and other independent wealth management companies - assembled to advise each other on, and learn from each other about, the latest developments in the path towards digitisation of the wealth management offering in Asia.

At a critical time when financial institutions of all types are re-assessing their strategies for, engagementwith, and implementation of all kinds of technology, Hubbis' ambition to create unique thought-leadershipforum focusing on digital for Asia's wealth management community was fully realised on the day.

The agenda addressed some of the challenging issues you face in terms of developing a profitable businessthat makes sense in today's environment - via presentations, workshops and panel discussions.

It is no exaggeration to say that many of the wealthmanagement firms in Asia are struggling to find the correct formula and the appropriate financial and managerial investment commitment to optimise their digital interface externally with their clients and internally with their various teams, from back-end to front-end and everywhere in-between.

There are numerous challenges to creating a compelling client experience, multiple hurdles to enabling in ternal digital efficiencies and the eyes of the wealth management firms also need to be firmly focusedon the regulators, as compliance complexities and demands increase almost daily.

The Digital Wealth Forum went a long way towards identifying many of the challenges, as well as proposing strategies, products and processes to overcome them.

All of these areas, and many more, were explored in the presentation, workshops and panel discussions during the Forum.

If there was one single overriding conclusion, it was that the path to digitisation lies ahead, but that sorting out the correct routes and avoiding the dead-ends requires continual analysis, continuous assessment of options and technologies, and a determined patience.

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Attendee Profile

Private Banks25%

21%

19%

12%

6%

8%

9%

Retails Banks

Technology

Independent Firms

Asset management

Professional services

Other

Job role

C - Level

Product/ Investment

Business Head

Adviser/ Wealth Manager

Other

26%

21%

18%

21%

14%

Sales

1st Qtr

2nd Qtr

3rd Qtr

4th Qtr

DIGITAL WEALTH ASIA FORUM 2018 - POST EVENT REPORT 5

AAM AdvisoryAccentureadditivAllfunds BankANZAurifera GoldAutoWealthAvallis FinancialAvivaAXAAZ Investment ManagementBain & CompanyBanjaran Asset ManagementBank Julius BaerBank MandiriBanque TransatlantiqueBentoBit-HarborBlackRockBNP Paribas Wealth ManagementBNP Paribas Wealth ManagemntBondITBordier & CieBovillCanopyCapari Global Family OfficeCapgeminiCGS-CIMB SecuritiesChina Access Wealth ManagementCIMBCIMB Private BankingCitiCiti Private BankClearfundsConduit SecuritiesCornerstone Asset ManagementCornerstone PlannersCredit SuisseCredit Suisse Private Banking

Attendees from these firms

Crossbridge CapitalCTBC BankDBS BankDeustche BankDeutsche BankDeutsche Bank Wealth ManagementDWSEastspring InvestmentsEFG BankEigencatEquiom GroupERI Banking SoftwareExpersoft SystemsEYFerrell Asset ManagementFinancial AllianceFinantixFNZForever CapitalFranklin Templeton InvestmentsGlobe Capital AsiaGoBearGreat Eastern Life AssuranceGYC Financial AdvisoryHavenport WealthHawksfordHenley & PartnersHong Leong BankHouse of HiranandaniHowdenHP Wealth ManagementHSBC Private BankIMTFIndosuez Wealth ManagementInstitute of Banking & FinanceInvest Partners Capital GroupInvestaCrowdIPP Financial Advisers

IRESSIZCAPJachin CapitalJPMorganJRT PartnersJupiter Investment AsiaLeonteq SecuritiesLion City CapitalLombard OdierLu InternationalMaybankMindful WealthMUFGNew WealthNEXJ SystemsNomuraOCBC BankOCBC SecuritiesOrbiumPercipientPershingPhillip Capital ManagementPhillip SecuritiesPictetPinnacle Capital AsiaPIVOTPortag3 VenturesPR Squared Worldwide Eurasia BridgePromiseLand IndependentPropEaseQuantifeedRaagaHoldingsRed PulseRHB Asset ManagementRHB BankSchroders Wealth ManagementSiam Commercial BankSingAlliance

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Singapore Management UniversitySMBCSS&C TechnologiesSt. James’s Place Wealth ManagementStandard Chartered BankStandard Chartered Private BankStashAwaySwiss-Asia Financial ServicesSynpulseTaurus Wealth AdvisorsThirdrock CapitalTockingtonTokio Marine Life Insurance

TradesocioTRC Raja AgencyTrimantium GrowthOpsUBPUBS Asset ManagementUBS Wealth ManagementUCAP Asset ManagementUOB Asset ManagementUOB BankUOB Private BankVinaCapitalVP BankWellFarer GroupZACD Group

TRC Raja AgencyTrimantium GrowthOpsUBPUBS Asset ManagementUBS Wealth ManagementUCAP Asset ManagementUOB Asset ManagementUOB BankUOB Private BankVinaCapitalVP BankWellFarer GroupZACD GroupAnderson & Partners

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Speakers

Shane MeredithSS&C Technologies

Duncan KleinBondIT

Andreas WengerIMTF

Elena OkhonkoFinancial Alliance

Evy WeeDBS Bank

Tanmai SharmaCanopy

Thomas Achhorneradditiv

Frank HenzeTrimantium GrowthOps

Mark NelliganPershing

Sandeep MukherjeeStandard Chartered Bank

Darryn NobleNEXJ Systems

John OkoroOrbium

Mark WightmanEY

Seamus DonoghueMetaco

Paul HodesCiti

Nick HungerfordPortag3 Ventures

John RobsonQuantifeed

Navin SuriPercipient

Rachel ChenAviva

Julian Kwan InvestaCrowd

Damien PiperFinantix

Kunal BajajClearfunds

Charlie O FlahertyCrossbridge Capital

Stanley ChaoRed Pulse

Urs LichtenbergerCredit Suisse Private Banking

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Key voting poll results The Hubbis Digital Wealth Forum 2018 event in Singapore on June 21st provided fascinating and thought-provoking discussions and talks for the assembled delegates. As usual we also polled the attendees and mined out the following nuggets.

72% of attendees did not believe digital will replace a RM

72% want digital to reduce the pain of KYC and compliance

85% of the audience thinks advice can be delivered in a digital way??

Half the audience believe they understand how AI and big data could impact wealth management

63% of the audience said that if Google or Facebook offered wealth management they would use it

51% said now the crypto hype has died down - they you convinced it will blow

40% believe AI will replace human intelligence

80% of the audience would you personally invest in a FinTech start-up

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Digital Wealth Asia Forum 2019

Thursday 30 June, 2019