• Acquiring deep regional experience in Asia
• Attracting high-quality employees
• The economics of establishing presence in growing markets
• Differentiating high net worth and ultra wealthy segments
• Investment banking for private clients: delivering the bank’s views
• Global versus pan-Asian asset allocation models
• Use of dedicated bankers and investment consultants
• Discretionary versus advisory portfolio management
• Dealing with the needs of Asian entrepreneurs

Su Shan Tan, Group Head of Consumer Banking and Wealth Management, DBS Bank

• Identifying key markets for expansion
• The differing needs of old and entrepreneurial wealth
• Multi-channel communication
• Challenges of inter-generational wealth transfers
• Adapting behavioural finance for private banking
• The ‘Asian gambler’: myth or reality?
• Opportunities from and restrictions of regulation
• Lessons for Singapore from European private banking
• Asian wealth management: more than just recommending IPOs?

PANELLISTS
Michael Blake, General Manager, Asia, Coutts & Co
Anant Deboor, Managing Director, Singapore, The Partners
Peter Flavel, CEO, J.P. Morgan Private Wealth Management, Asia
Rajesh Malkani, Head, Private Banking, East, Standard Chartered

MODERATOR
Yuri Bender, Editor-in-Chief, PWM (Professional Wealth Management)

• Short-term and long-term perspectives
• Determining Asia’s potential for growth
• Identifying the headwinds and tailwinds
• Determining valuations in the current environment
• Why Asian fixed income matters
• Benefits of investing across the capital structure

Teresa Kong, Portfolio Manager, Matthews Asia

• The evolution of passive investing: the story so far for ETFs
• Market growth and trends
• Being active with passive
• What to expect next?
• Smart Beta and alternative indexing

Sam Manchanda, Head of South East Asia Passive Investments Global Client Group, Deutsche Asset & Wealth Management

• Thematic investing and asset allocation
• Renewing the faith of Asian clients in equities
• Are Asian investors switching to ‘developed’ markets?
• Will ‘Abenomics’ transform the Japanese equity market?
• Urbanisation, infrastructure and the ‘demographic windfall’
• The discipline of buying on market dips
• Dangers of the Chinese slowdown to regional prospects

PANELLISTS
James Cheo, Investment Strategist, Asia, HSBC Private Bank
Chew Soon Gek, Head of Asset Allocation Advisory Asia Pacific, Private Banking and Wealth Management division, Credit Suisse Private Banking
David Poh, Regional Head – Portfolio Management Solutions, Societe Generale Private Banking
John Woods, Asia Pacific Head of Fixed Income and Senior Portfolio Manager, Citi Private Bank