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IBF CACS Connect @ UBS

"Future Trends in the Wealth Management Industry in APAC"

22 October 2015

UBS Singapore co-hosted and held an IBF CACS Connect on 22 October 2015.

The IBF CACS Connect series encourages knowledge sharing to keep the wealth management industry abreast of industry trends and market developments, and facilitates discussion in a closed-door forum.

IBF CACS Connect is open to all private banking practitioners and the programme is recognised for CACS CPD.

To be part of such events in the future, please email events@ibf.org.sg.

IBF CACS Connect @ UBS

"Future Trends in the Wealth Management Industry in APAC"

As the wealth management landscape continues to shift, changes in technology, human capital and next generation wealth transfer such as the Family Office need to be addressed. What are some of the trends and opportunities within these areas? How we, as bankers, understand and navigate these trends and challenges across our industry today?

Join this session to find out more about trends and outlook of Asia's wealth management industry, global trends in the family legacy and family office fields and the future of wealth management: digitalization, innovation and analytics.

Time Activity
8.45am Registration and Light Breakfast
9.30am Welcome Address and Agenda for the Day
Susan Co, Managing Directory & Vice Chairman
South East Asia Wealth Management, UBS
9.40am Opening Address
Ong Puay See, Chief Executive Officer
Institute of Banking & Finance

Global Trends in Family Office
Mario Marconi, Head of Family Services Group
UBS Wealth Management (Guest Speaker from Zurich)

Navigating Opportunities and Challenges: Family Offices in Asia
Eric Landolt, Executive Director & Head of Family Advisory Asia Pacific
UBS Wealth Management

Planning for family and business continuity is one of the topics close to the heart of many business families. This session will give you insights on how successful families plan to sustain their longevity and explore current trends globally and in Asia, on family legacy creation as well as the role of family offices as a legacy platform.

10.30am Tea Break

The New Era of Trust Business
Raymond Gwee, Chief Executive Officer
UBS Trustees (Singapore) Pte. Ltd.

The future of trusts as a wealth planning tool has come into question of late. If designed and advised on well, trusts will not only continue to be effective for wealth planning, but will also be a significant business proposition for the wealth manager.


Future of Wealth Management: Emerging Trends and Embracing Digitalization
Geoffroy de Ridder, Managing Director and Operating Head
UBS Wealth Management Asia Pacific

Research has shown that Asian wealthy clients have higher demand of digital services. The ability to be agile and responsive to the changing business environment is critical for success. This session will give you insights on the emerging trends around digitalization of wealth management, the changing needs of clients and what wealth managers can do about these trends.

Embracing Innovation and Analytics
David Ong, Head of Business Insights
UBS Wealth Management Asia Pacific


Strategy and Surprise: Applying Behavioral Finance to Asian Client Portfolios
Paul Stefansson, Head of Portfolio Specialists
UBS Singapore

12.15pm Question and Answer Session
12.35pm Summary and Wrap Up
1.00pm Lunch and Networking

IBF CACS Connect @ UBS

"Future Trends in the Wealth Management Industry in APAC"

22 October 2015

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