Hi [[ session.user.profile.firstName ]]

APB Leaders Week Webinar Series: Sustainability Now?

The sustainable investing conversation is gathering steam in Asian private banking, and end-client interest is also on the increase. In this talk, we discuss how banks view the sustainability opportunity, how they are responding, and how the rise of sustainable investing will shape the development of the wealth management industry in Asia.

The Future of Fixed Income (Brought to you by Vontobel): The coronavirus pandemic has brought about perhaps the greatest – and fastest – repricing of risk fixed income investors have ever witnessed. Investors could face another decade of income scarcity. For investors, this means cash will not be a viable asset class going forward and income will once again be a scarce commodity. The good news is, there is now plenty more income to be captured in the bond markets. Join our speakers in this enlightening discussion that dissects the opportunities that lie ahead for fixed income investors, key market and economic indicators that will impact a fixed income strategy, and a closer look at a particular fund strategy and performance – the Vontobel TwentyFour Strategic Income Fund.
Recorded May 13 2020 114 mins
Your place is confirmed,
we'll send you email reminders
Presented by
Arnaud Tellier, Eoin Walsh, Grizelda Lee, Tan Siew Meng, Charlene Cong, Sebastian Enberg
Presentation preview: APB Leaders Week Webinar Series: Sustainability Now?

Network with like-minded attendees

  • [[ session.user.profile.displayName ]]
    Add a photo
    • [[ session.user.profile.displayName ]]
    • [[ session.user.profile.jobTitle ]]
    • [[ session.user.profile.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(session.user.profile) ]]
  • [[ card.displayName ]]
    • [[ card.displayName ]]
    • [[ card.jobTitle ]]
    • [[ card.companyName ]]
    • [[ userProfileTemplateHelper.getLocation(card) ]]
  • Channel
  • Channel profile
  • 2021 - The Year for the Greater Bay Area and Wealth Connect? Oct 8 2020 7:00 am UTC 60 mins
    François Monnet (Credit Suisse), Tan Siew Meng (HSBC Private Banking)
    The two-way cross-boundary Wealth Management Connect marks another important milestone for the Mainland’s capital account liberalisation after the Stock Connect and Bond Connect schemes. It represents a major breakthrough in Hong Kong’s offshore renminbi business development, and a significant step to foster closer financial cooperation in GBA” as spoken by Mr Eddie Yue, Chief Executive of the HKMA on June 29th 2020.

    How much progress has been made since reforms and responsibilities were outlined in the February 2019 master development plan for this prosperous and populous region, what opportunities await and how have industry participants been preparing to capture these?

    As one of the richest and most developed regions in China, the Greater Bay Area represents unprecedented private banking/wealth management and AUM gathering opportunities for Hong Kong SAR and its private banking industry.

    Are the banks ready and will 2021 finally be the year of the GBA and Wealth Connect?

    SPEAKERS
    - François Monnet, Managing Director, Head of Private Banking North Asia, Chief Executive Hong Kong Branch, Credit Suisse
    - Tan Siew Meng, Regional Head, HSBC Private Banking, Asia-Pacific
  • The shifting axis of Asian Private WM & the devolution of global thinking Oct 7 2020 7:00 am UTC 60 mins
    Marc Van de Walle (Standard Chartered Bank), Benjamin Cavalli (Credit Suisse)
    2020 has forced global organisations to think differently about how they run their businesses effectively. Across Asia-Pacific, some of the ‘suppress and lift’ tactics provided an opportunity for domiciled businesses in the region to move more quickly to business as usual whilst their counterparts around the globe were in the early stages of dealing with the crisis and the economic consequences.

    In this webinar, we explore:
    - How has this led to Private Banks in Asia-Pacific benefiting from more localised thinking and regionalised decision making and how has performance compared to other regional hubs of those banks in Europe or North America?
    - What have banks in this region been able to do differently compared to their peers around the globe?
    - Has this experience changed the structural fabric of private banking institutions, in turn shaping what the Asia Pacific based Private Banks of the future will look like?

    SPEAKERS
    - Marc Van de Walle, Global Head, Wealth Management, Standard Chartered Bank
    - Benjamin Cavalli, Managing Director, Head of Private Banking South Asia and Singapore CEO, Credit Suisse
  • What has COVID-19 taught the Private Banking Industry? Oct 6 2020 7:00 am UTC 60 mins
    Amy Lo (UBS Global Wealth Management), Ron Lee (Goldman Sachs), Vincent Chui (Morgan Stanley)
    "We are facing a human crisis unlike any we have experienced....[as our (sic)] social fabric and cohesion is under stress," were words from the mouth of UN Deputy-Secretary-General Amina J. Mohammed, at the very start of the crisis in April this year.

    Along with other financial institutions, private banks across the globe had little time or experience to react to the rapidly changing business and work environments to ensure as smooth a navigation as possible surrounding the impact of COVID-19, not only for their own institutions, but simultaneously for those of their clients. In this webinar, we explore fundamental questions:
    - How have private bank leaders changed their modus operandi during such challenging times?
    - How did they cope in informing their staff, maintaining morale and not only sustaining operations, but augmenting their services and products?
    - What lessons have been learnt and how will these experiences manifest in operational activity for the future?

    SPEAKERS
    - Amy Lo, Co-Head Wealth Management Asia Pacific, UBS Global Wealth Management, Head and Chief Executive, UBS Hong Kong Group Managing Director
    - Ron Lee, Head of Private Wealth Management in Asia Pacific, Goldman Sachs
    - Vincent Chui, Chief Executive, Morgan Stanley Bank Asia Limited
  • CEO Straight Talk & Asia equities: the post-pandemic outlook Recorded: Sep 16 2020 82 mins
    Terence Chow (RBC), Sebastian Enberg (APB), Arjan de Boer (Indosuez WM), Marc Bindschädler (Vontobel AM), Charlene Cong (APB)
    CEO STRAIGHT TALK: Asian Private Banker‘s editor, Sebastian Enberg sits down with RBC Wealth Management’s Asia Head and a rising star in the region’s private banking industry, Terence Chow for a live discussion on the complex and evolving needs of Asia’s global families, how the bank is equipped to meet their requirements, and Chow’s vision for business he oversees.


    ASIA EQUITIES: THE POST-PANDEMIC OUTLOOK: While uneven, the global recovery from a once-in-a-lifetime public health crisis is underway with China leading the way. What does the recovery look like from an Asia equities perspective? What does China's handle on the situation mean in terms of investment themes and opportunities? Beyond China, where are the bright spots for Asia equities and how best can investors capture these opportunities? What has COVID-19 revealed about the relationship between ESG, profitability and the performance of Asia equities? And will the pandemic's aftermath fundamentally change the way we approach business and investing?
  • The future of client engagement Recorded: Sep 10 2020 59 mins
    Evy Theunis (DBS Bank), Kevin Herbert (HSBC PB), Ronan Leonard (Refinitiv), Sebastian Enberg (Asian Private Banker)
    Within the private wealth management sector, the inability for physical client engagement over the past six months has led private banks to focus their efforts on their digital and analytics infrastructure to enable them to serve their clients effectively. Beyond virtual meetings, the overarching challenge is how to understand and communicate – both internally and externally – changes to how banks now have to conduct business, and how new systems, analytics and data mechanisms can have as positive impact on performance. As private banks in Asia continue to grapple with the impact of forced change in how they operate – from being unable to travel to see clients, to reviewing portfolios remotely – how are they maximising all the relevant tools available to them, and galvanizing their front line staff in preparedness for a ‘new normal’ in client engagement.

    In this talk, Asian Private Banker will bring you insights into how banks have adapted to the changes forced upon them over the past six months, where opportunities have arisen from adopting a more client-centric approach, and where technology has made the difference and become front and centre of banks’ business strategy.
  • Tomorrow starts today. Sustainable investing post Covid-19 Recorded: Jul 15 2020 61 mins
    Jenn-Hui Tan (Fidelity), Mario Knoepfel (UBS), Ned Salter (Fidelity), Charlene Cong (APB)
    Tomorrow starts today.

    The world has changed. The fundamental shifts taking place in the global financial system have been accelerated by the COVID-19 pandemic. Demand for goods & services has changed, expectations of corporate behaviour has changed, and the concept of shareholder primacy is reducing to make more room for other important stakeholders. At Fidelity, we support these changes and firmly believe that post COVID-19 Sustainable Investing will enter the mainstream.

    Product is part of the answer to the challenges faced above, but more critically, investment research must pivot and adapt. Depth of knowledge about company operations, governance, and impact matter as much in the capital allocation process as revenue, margins and cash flows. Investing successfully through cycles requires a new analytical toolkit.

    Hear from Jenn-Hui Tan, Global Head of Stewardship and Sustainable Investing and Ned Salter, Head of Equities - Global Research and Asia ex Japan Investment who will explore this new world, what the priorities are in a post-COVID environment and how you can take advantage of these changes.
  • Generate Alpha & Do Good Recorded: Jul 14 2020 60 mins
    Phineas Glover (Credit Suisse), Dr. Stephen Freedman (Pictet Asset Management), Sebastian Enberg (APB)
    E in ESG is well understood among investors, but what is the construct of an environmental strategy, and how to measure impact to the environment from those investment decisions? Can we finally dispel the myth that investing for the environment comes at the expense of diminished or uncompetitive returns? In this session, we will scrutinize the world largest environmental investment fund* and dissect the interplay between scientific model and stock selection in finding solutions to today’s environmental challenges, and positive returns for investors.

    *Source: Morningstar, Sector Equity Ecology, Offshore Fund category as of May 2020.
  • The rise of the next generation, their needs, aspirations and sustainable plans Recorded: Jul 13 2020 55 mins
    Derrick Tan (Bank of Singapore), Fong Seng Tee (Pictet), Tony Archer (American Century Investments), Sebastian Enberg (APB)
    As the oft reported transfer of US$15 trillion worth of wealth gathers pace in Asia, family offices, more than ever, are paying particular heed to what they require from their relationships with private banks. What are their philanthropic endeavors? How do they cope with the increasing complexities of wealth management and how do they address the issue of family legacy?

    Added to this, the topic of ESG adds pressure to an increasingly environmentally aware generation about to take the helm of the family business. Indeed, this pressure is felt across the entire private wealth management industry. More pressure to provide relevant products, more pressure on the marketing and communication of ESG progress, and more pressure on accountability. But how far is ESG truly understood across a company structure? Are these pressures translating into changes within the industry that embrace the principles of ESG or are we still playing catch-up? In this session, we’ll take a look at some of the misconceptions surrounding ESG adoption and investments simultaneously exploring consequent implicit changes, and changes still to come in respect of product-led, client-led, or company led-ESG excellence.
  • East meets West Global Family Office Discussion Recorded: Jun 23 2020 53 mins
    Bryan Goh (Tsao Family Office), Jessica Cutrera (The Capital Company), Lincoln Ellis (Northern Trust), Sebastian Enberg (APB)
    We continue to live in a COVID world, where the future is anything but certain, different countries are at different stages of lockdown/opening up, and the true economic impact of massive government stimulus measures around the globe have still yet to be felt. For Global Family Office clients, how has the situation forced them to think differently when it comes to their investment strategy, and what are the trends which reflect attitudes amongst Asia-Pacific clients versus clients in North America when it comes to investment rationale? How ‘global’ are these clients when it comes to their investment decision and what are the marked differences with respect to culture, politics, and domestic economic policy in their geographic locations?

    In this talk we’ll bring together experts to explore the differences in what GFO’s are seeing from their global wealth clients on opposite sides of the world, looking at commonalities and trends in investment behaviour over the past 6 months, exploring the broader issues that are impacting global wealth clients’ portfolios and investment choices, and dissecting whether there is such a thing as a global solution for a global client.
  • APB Leaders Week Webinar Series: The Art of Execution Recorded: May 15 2020 108 mins
    Anthony Wong, Benjamin Cavalli, Charis Wong, Donald Rice, Vincent Chui, Charlene Cong, Sebastian Enberg
    Many private banks offer the same or similar services and solutions. What separates the best from the rest is the ability to deliver relevant solutions and services to clients with efficiency, agility, and innovation. In this talk, we look at how banks are enhancing their ability to execute, and discuss operational and structural changes, including the deployment of technologies and the introduction of new teams and processes, to better harness the full capabilities of the bank and improve end-client delivery and business productivity.

    Getting your China Investment Strategy Right (Brought to you by Allianz Global Investors):
    Whilst there remains a lack of direction in which way the Chinese economy may go after the latest set of GDP data – dependent on local government stimulus efforts, or a return to global demand for exports – it remains a market where staying invested intelligently will benefit smart investors in the long-term. This session takes a look at some of the key sectors in China’s economy that our experts view as the brightest opportunities for investors, the optimum way to structure an appropriate risk-return China strategy and the product solutions available, and debate on how to get your China strategy nailed down in these volatile times to position for the recovery in consumption and industrial profit.
  • APB Leaders Week Webinar Series: The Evolving Client Recorded: May 14 2020 121 mins
    Gene Tannuzzo, François Monnet, Jansen Phee, Michael Blake, Charlene Cong, Sebastian Enberg
    Research suggests that the private banking client of today and tomorrow expects greater personalisation in their advice and servicing, and in line with their goals. They expect to engage with their provider via traditional and digital channels, expect access to investments and asset classes that were previously only available to the most sophisticated investors. In this talk, we discuss how private banks are adapting to the ‘evolving’ client, how they are engaging the next-generation, and discuss how banks can defend their business from non-traditional competitors.

    Chasing yield with low quality - have traditional FMPs served investors well? (Brought to you by Columbia Threadneedle Investments)
    FMPs have become highly pervasive over the last 2-3 years. However, thanks to persistently declining interest rates, investors have been forced to go further down the quality spectrum to be able to achieve yield objectives. Especially with the virus driven recessionary context and its likely impact on credit markets and anticipated defaults. In this session, we’ll discuss how FMPs need to be designed with a fresh perspective, and how to enhance FMPs by leveraging proprietary Credit Research that focuses on quality and liquidity, coupled with a big data approach that ultimately constructs optimized portfolios that increase and narrow the variability of invested yields, whilst maintaining a high quality and risk mitigated portfolio.
  • APB Leaders Week Webinar Series: Sustainability Now? Recorded: May 13 2020 114 mins
    Arnaud Tellier, Eoin Walsh, Grizelda Lee, Tan Siew Meng, Charlene Cong, Sebastian Enberg
    The sustainable investing conversation is gathering steam in Asian private banking, and end-client interest is also on the increase. In this talk, we discuss how banks view the sustainability opportunity, how they are responding, and how the rise of sustainable investing will shape the development of the wealth management industry in Asia.

    The Future of Fixed Income (Brought to you by Vontobel): The coronavirus pandemic has brought about perhaps the greatest – and fastest – repricing of risk fixed income investors have ever witnessed. Investors could face another decade of income scarcity. For investors, this means cash will not be a viable asset class going forward and income will once again be a scarce commodity. The good news is, there is now plenty more income to be captured in the bond markets. Join our speakers in this enlightening discussion that dissects the opportunities that lie ahead for fixed income investors, key market and economic indicators that will impact a fixed income strategy, and a closer look at a particular fund strategy and performance – the Vontobel TwentyFour Strategic Income Fund.
Thought leadership dialogue for Asia's wealth management communities
Asia's most trusted source for private wealth news and insights delivering independent, authoritative and indispensable intelligence, data and connections solely focused on Asia’s rapidly growing private wealth management communities.

Embed in website or blog

Successfully added emails: 0
Remove all
  • Title: APB Leaders Week Webinar Series: Sustainability Now?
  • Live at: May 13 2020 7:00 am
  • Presented by: Arnaud Tellier, Eoin Walsh, Grizelda Lee, Tan Siew Meng, Charlene Cong, Sebastian Enberg
  • From:
Your email has been sent.
or close