ABOUT

Asian Private Banker returns with its much anticipated annual APB Summit – live in Hong Kong on 1 December 2021.

The Summit will look back at the events that have shaped the industry over the past year, and look ahead to the opportunities and challenges as we optimistically anticipate a return to business order in 2022.

Round out 2021 in Hong Kong by attending the industry’s favorite event on December 1. We look forward to seeing you there.

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Introducing a reimagined hybrid event experience

Last staged in 2019 before live events ground to a halt, Asian Private Banker is looking forward to reuniting in-person with our community of private bankers, IAM/EAMs and wealth managers for the industry’s most popular networking and idea gathering event. Whilst continued restrictions on travel and quarantine regulations mean that we will only be able to stage the Hong Kong leg of the Summit this year, non-Hong Kong attendees can still participate remotely through our virtual event platform which has been introduced for this year.

PLENARY SPEAKERS

Amy Lo
Co-Head Wealth Management Asia Pacific, UBS Global Wealth Management, Head and Chief Executive, UBS Hong Kong, Group Managing Director
Arnaud Tellier
Chief Executive Officer Asia Pacific, BNP Paribas Wealth Management
David Shick
Head of Private Banking Greater China and Chief Executive Hong Kong Branch, Julius Baer
Diana Robinson
Head of Investments and Advice, Asia, J.P. Morgan Private Bank
Fong Seng Tee
Chief Executive Officer, Pictet Wealth Management, Asia
François Monnet
Managing Director, Head of Private Banking North Asia, Chief Executive Hong Kong Branch, Credit Suisse
Laurent Rosfelder
Operating Head, North Asia, UBS Global Wealth Management
Vincent Chui
Head of Asia Wealth Management of Morgan Stanley and Chief Executive, Morgan Stanley Bank Asia Limited
William Russell
Global Head of Product Specialists Equity, Allianz Global Investors
AGENDA

1 DECEMBER 2021 | HONG KONG
[Download Agenda in PDF ]

Time (UTC+8:00) Sessions
08:50am - 09:00am
[MAIN ROOM]
Chairman's Opening Remarks
09:00am - 09:10am
[MAIN ROOM]
Market Outlook: Performance and Opportunities in 2022

Markets have spent much of this year climbing a wall of worry. Rarely has it seemed harder to look into the investment crystal ball – inflation pressures, rising bond yields, central bank tapering, energy shortages and supply chain disruption are combining to create a dense macro fog. Closer to home, China’s recent property turmoil and policy tightening is adding to the confusion. Against this backdrop, where are the opportunities in the year ahead and how should investors stay invested, particularly in the China market? William Russell, Global Head of Product Specialists Equity at Allianz Global Investors, offers his insights in this opening market overview.

William Russell
Global Head of Product Specialists, Allianz Global Investors
9:10am - 10:10am
[MAIN ROOM]
APB Thought Leaders Plenary Panel Discussion: CEOs in Focus

Assets under management at private banks in Asia grew by nearly 15% in 2020 according to APB’s benchmark data set. Whilst the last 12 months for private banks and wealth managers in Asia Pacific have witnessed tremendous flux, they clearly represent outstanding opportunity. Rapid business and operational transformations, talent wars and technology races have upended an industry that covers the wealthiest investors in the world.

Against this backdrop, quarter on quarter flows in 2021 were robust and clients’ appetites for risk and yield undiminished. It appears pandemics don’t slow private banking, but they do demand innovation and agility to overachieve. So how do those who sit at the apex of Private Banking in Asia see the coming year for our industry? How can Asian businesses continue to innovate to retain and serve both clients and staff? Is there a positive black swan event on the horizon for 2022? Join leading private banking CEOs for a look into the year ahead at our opening plenary panel discussion.

Amy Lo
Co-Head Wealth Management Asia Pacific and Chief Executive, UBS Hong Kong, Group Managing Director, UBS Global Wealth Management
Arnaud Tellier
Chief Executive Officer Asia Pacific, BNP Paribas Wealth Management
David Shick
Head of Private Banking Greater China and Chief Executive Hong Kong Branch, Julius Baer
François Monnet
Managing Director, Head of Private Banking North Asia, Chief Executive Hong Kong Branch, Credit Suisse
Vincent Chui
Head of Asia Wealth Management of Morgan Stanley and Chief Executive, Morgan Stanley Bank Asia Limited
Conversation Partner Workshops (Streamed Workshops)
[BREAKOUT ROOM A]
Stream 1 - Standing out from the ESG Crowd

What thematic sustainable investment strategies will see the most growth in 2022 and what themes may have been underinvested? What is the gold standard in a sustainable offering that meets Asia Pacific investors’ demand for both returns and adherence to ESG principles? How can the ESG process be embedded into the bank’s strategy for investors’ benefit? How to stand out from the competition when it comes to the construction of an ESG product in Asia Pacific? Join this stream to find out more.

[BREAKOUT ROOM B]
Stream 2: Maximising China Returns

How should you invest in the China market? Despite recent turmoil, China net growth is set to continue to be the growth story in Asia in 2022 and beyond. How should you position your investments in order to take advantage of the China risk opportunity? Which of China’s fixed income markets should be the focus for 2022? What will be the onshore equity opportunities for investors in the coming year? How to extract maximum value from the SME market and unearth the hidden gems for market-beating returns? Join this stream to find out more.

[BREAKOUT ROOM C]
Stream 3: Global Opportunities Ahead

Will real estate be the play in 2022 as economies start to recover? Which private debt or private equity opportunities are seeing the most interest from investors in this region? Where are the opportunities in the small to mid-cap space - by region, or by sector - for yield hungry investors? Join this stream to find out more.

10:10am - 10:40am
Integrating ESG into Long-Term Equity Analysis
Adam Fleck
Director of Equity Research, ESG, Morningstar Research Services LLC
Philip Gorham
Director of Equity Research, Greater China, Morningstar Investment Management Asia Limited
Thematic investing opportunities in China
Catherine Yeung
Investment Director, Asian Equities, Fidelity International
Stuart Rumble
Multi Asset Investment Director, Fidelity International
Vanessa Chan
Investment Director, Asian Fixed Income, Fidelity International
Perspectives and opportunities in global real estate
Chris McGibbon
Global Head of Real Estate, Head of Americas, Nuveen
Henry Chui
Head of Private Wealth, Asia Pacific, Nuveen
Louise Kavanagh
Chief Investment Officer, Head of Funds Management, Asia Pacific, Nuveen
Shawn Lese
Chief Investment Officer and Head of Fund Management, Americas, Nuveen
10:45am - 11:15am
Uncovering the mysteries of ESG
Sebastien Brown
Investment Specialist, BNY Mellon Investment Management
The future of investing in China
Shibo Wang
Associate Portfolio Manager, Thematic Equity, Allianz Global Investors
Tessa Wong
Product Specialist, Allianz Global Investors
William Russell
Global Head of Product Specialists, Allianz Global Investors
Small Cap Equities: An untapped investment opportunity beckons
Edmund Yun
Head of Investment Solutions, North Asia, Private Banking, EFG Bank
Gabriel Chan
Head of Investment Services, Hong Kong, BNP Paribas Wealth Management
Jeremy Sutch
Portfolio Manager, Matthews Asia
11:20am - 11:50am
Sustainable Asian cities: A thematic approach to Asian Fixed Income
Guenter Tschiderer
Head of Private Banks, BNP Paribas Asset Management
Paul Milon
Head of Stewardship, BNP Paribas Asset Management
APB Straight Talk

In this series of closing one-on-one Interviews, forward thinking market practitioners representing various responsibilities within the private wealth management sector will share their views on the opportunities ahead for the industry.

11:50am-12:10pm
[MAIN ROOM]
CEO 1:1 Interview – The rise of Asia beyond China

[Video Interview] As stability is set to return in China and the asset class to continue to be of considerable interest, where are the untapped opportunities in Asia beyond China and where is growth going to come from in 2022? In today’s environment, how critical is upscaling clients and how will private banks’ value proposition and investment parameters need to evolve to compete? In this keynote 1:1 interview with Fong Seng Tee, CEO of Pictet Wealth Management, Asia, the head of one of the leading independent wealth and asset managers in Asia, will share his views on the rise of Asia as a source of wealth and growth but also as an asset class and destination of investments.

Fong Seng Tee
Chief Executive Officer, Pictet Wealth Management, Asia
12:10pm-12:30pm
[MAIN ROOM]
COO 1:1 Interview – Following investors through the cycle via a robust digital offering

As market conditions evolve and investors’ positions with them, how is UBS developing a solid framework and digital offering that supports clients through the cycle whilst providing hyperpersonalised services and advisory capabilities? In this keynote onstage interview with UBS, Laurent Rosfelder, Operating Head, North Asia at UBS Global Wealth Management, will discuss the bank’s digital offering and what enhancements investors can look forward to in 2022 and in support of their current investment decisions.

Laurent Rosfelder
Operating Head, North Asia, UBS Global Wealth Management
12:30pm-12:50pm
[MAIN ROOM]
CIO 1:1 Interview – Generating results in a changing investment landscape

2021 has seen strong activity across private markets, in private equity, private credit and real estate. How is this trend expected to continue in 2022? Where are the new opportunities to generate results in the year to come and how should you tackle income going forward? Diana Robinson, CIO of J.P. Morgan Private Bank in Asia shares her views.

Diana Robinson
Head of Investments and Advice, Asia, J.P. Morgan Private Bank
12:50pm Closing Remarks and End of Conference
WHAT TO EXPECT

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CEO Insights
 

Draw perspectives from those who sit at the apex of private banking as they offer insights into the resilience, agility and innovation required to grow their organisations and emerge stronger.
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2022 Investment Outlook & Themes

Uncover where to generate alpha in 2022 via expert views from some of the region's leading fund managers.
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Exclusive Thought Leader Interviews

Learn from Asia's C-Suite leaders how they are preparing for 2022 with perspectives on digital innovation, operational excellence and investment focus.
REIMAGINED IN A HYBRID EVENT EXPERIENCE

Complimentary pass for qualifying private wealth management professionals

ALL ACCESS PASS

For those who can attend live, APB Summit 2021 takes place at the Island Shangri-la, located in Admiralty, Hong Kong on December 1 2021.

What to expect:

  • Live access to C-Suite panel discussions and Q&As
  • Specialised breakout sessions to discuss and challenge the industry's most relevant themes in smaller groups
  • Networking Sessions to connect with industry peers
  • Virtual Access to the content on demand until the end of year

Notes: Asian Private Banker is committed to ensuring COVID-19 safety guidelines are in place throughout the event. See our latest COVID-19 guidelines in the FAQs section.

VIRTUAL PASS

For those who choose to attend virtually, APB Summit 2021 can be accessed via our event platform, available in both desktop and mobile versions.

What to expect:

  • Livestream of all breakout sessions
  • Access to supplementary materials from our event partners via their virtual booths
  • Virtual Access to the content on demand until the end of year
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Event Terms & Conditions | Event Privacy Policy | Frequently Asked Questions

For any enquiries in relation to the APB Summit 2021, please email events@asianprivatebanker.com and we'll get back to you ASAP.

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