Company Updates
30.9.2021

Webinar 30 September: Hubbis, State of the IWM Market and Devising the Best Models for the Future featuring Shilpi Chowdhary

We are pleased to extend an invitation to you to attend the "State of the IWM Market and Devising the Best Models for the Future" webinar on Thursday 30 Sept at 15:00 (SGT). With wealth growing rapidly in the region, Shilpi Chowdhary, Chief Executive Officer for Lighthouse Canton, will share his insights on the independent wealth management (IWM) segment, new age technologies and business models that the sector is developing, and how independent players are rising to the challenge of private banks to capture a share of this growing segment. This webinar is organised by Hubbis and Shilpi will be joined by other industry panelists from EFG Bank, Finaport, Swiss-Asia Financial Services, and Expersoft Systems.

Shilpi Chowdhary Chief Executive Officer Lighthouse Canton

Philipp Piaz Partner Finaport

Pascal Lemann Regional Manager APAC Expersoft Systems

Oliver Balmelli Deputy Chief Executive Officer & Head Private Banking - Singapore EFG Bank

Steve Knabl Chief Operating Officer & Managing Partner Swiss-Asia Financial Services 15:00 - 16:00pm (SGT/HKT) | IWM Market and Devising the Best Models for the Future

  • What are the key developments that have been driving the evolution of the independent wealth management sector in recent years?
  • Are more new entrants arriving, or is there consolidation in the sector, or are some players exiting, and why?
  • Are private clients in Asia migrating more towards to big brand names such as the global, boutique or regional banks, or further towards the independent model, and why?
  • Can Asia's independent wealth sector really grab a much larger share of the AUM, as has been happening for example in Switzerland?
  • What are the vital factors to consider when establishing or upgrading an independent wealth firm?
  • How do these smaller independents leverage outsourced digital platforms and other partners to offer a truly global product and advisory suite to clients?
  • Do the independents work only with the private banks for custody or are there more and better alternative solutions they should consider?
  • What is required in order to win more DPM and advisory business from clients?
  • How do you make sure the right licenses are obtained and how long might that take?
  • How do these businesses cope with the constant, stringent and ever-increasing regulatory demands?
  • What are the right fee models, and are retrocessions still part of the overall picture?
  • How do you attract and retain talent to expand in the future?
  • How do the independents win the hearts and minds of today's clients and the client of tomorrow?
  • Should there be more partnerships and consolidation in the independent sector?
  • How do these players acquire, outsource and employ technology and digital solutions most efficiently and within their resources?

Find out More

Shilpi Chowdhary
Chief Executive Officer
Lighthouse Canton
Philipp Piaz
Partner
Finaport
Steve Knabl
Chief Operating Officer & Managing Partner
Swiss-Asia Financial Services</strong></td
Oliver Balmelli
Deputy Chief Executive Officer &amp; Head Private Banking - Singapore
EFG Bank
Pascal Lemann
Regional Manager APAC
Expersoft Systems

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