Differentiating advice models to capture Asia's new wave of wealth
Wealth managers are capturing growth in Asia, as the region’s appetite for innovation continues to attract capital. Portfolio managers are pivoting to thematic investing to boost
long-term performance, as South Korean and Taiwanese markets are poised to boom amid AI developments. As the Chinese government turns its focus to strategic sectors such as electric vehicles and information technology, and Japan’s policymakers encourage corporate reform, a disciplined and active investment approach will be crucial to delivering higher returns.
On the business side, hyper-personalised services and tactical positioning in Asia’s financial hub contenders are imperative to future growth. How are traditional players strategising to boost client and talent retention in light of looming multi-family offices and wealthtech competitors?
Now in its third year, Wealth Management Summit Asia is FT Live and PWM’s gathering of
market-leading private banks, family offices and wealth managers, discussing how best to reap the rewards of Asia’s structural growth. From interactive panel discussions to
exclusive roundtables and masterclasses, this year’s conference will uncover outperforming business models and how investors can angle for higher returns in the face of looming geopolitical risks
Speakers include..
Jason Moo, CEO, Bank of Singapore
Jin Yee Young, Co-Head UBS Global Wealth Management APAC and Country Head UBS Singapore, UBS
Gautami Gavankar, President, Kotak Mahindra Bank
Wenxian Yeo, Head of Wealth for Asia South, Citi
Bhaskar Laxminarayan, Chief Investment Officer Asia and Head Investment Management, Asia, Julius Baer
Marco Pagliara, Head of Emerging Markets, Private Bank, Deutsche Bank
James Cheo, Chief Investment Officer for South Asia and India, Global Private Banking & Wealth, HSBC
Two Tracks
The afternoon agenda will split into two streams, delivering the most relevant content for delegates. The Asset Allocation track will feature insights from investment experts and economists, focusing on dynamic portfolio allocation in an evolving landscape. The Business Models track will feature conversations with operations, strategy, and digital officers, exploring the impact of technological disruptions and financial hubs in flux.
More information can be obtained here..
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