Name: Game-changing investment trends to shape 2021 and beyond
Start: 2021-03-18T07:00:00Z
End: 2021-03-18T07:01:01.000Z
Location: BrightTALK
Rating: 4.8

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.

Defining a world class client interaction in a new digital age

Consumer electronics have taught private banking clients to expect the same kind of effortless, asynchronous and conversational interactions and services from their banks as they would from other services. As a result, private banks have transformed their digital capabilities dramatically and are now offering a combination of digitally enabled services and human advisors to deliver complex financial recommendations to clients with ever-growing expectations.

• Which of the latest digital solutions are banks applying today and how are they balancing those with face-to-face interactions and the need to meet their own business objectives?
• What are banks doing to stay relevant? Which bank strategies need redefining to deliver future-forward client engagement capabilities?
• Are banks embracing the full scope of digital innovations? Has the bar for convenience and customisability been raised?

Join this webinar to find out the latest trends in client engagement tools and strategies, and how private banks are bringing into play RM expertise, robo-advisory, AI, machine-learning and data analytics to be able to deliver the best client interaction.

What’s Next in Client Engagement Tools and Strategies?

Successful client advisory starts and ends with banks’ most valuable assets — their front line staff. Ensuring continuity of client-to-adviser relationships and maintaining the highest-touch service levels have emerged as top priorities for banks in previous years, and look set to continue for the years ahead. Join us on 9 March 2022 for an illuminating discussion amongst industry leaders that focuses on the changing demands of customers in Asia Pacific and tackles big questions including:

- How have clients’ needs changed in the past 12 months and what new demands are now being made of the client advisers and the institutions they represent?
- Where have banks harnessed the power of artificial intelligence (AI) and brought into play AI techniques to both gain better insights in serving HNWI/UHNWI and mass affluent clients, and also improve RM/client engagement?
- How has the use of WeChat and WhatsApp been reconciled with the need to be fully compliant when meeting client demands?
- To which degree has the current regulatory environment supported private banking transformation initiatives to enhance the client journey, and conversely, where have been the greatest challenges in regulatory adoption?

Enabling Conversational Banking

Regulatory crackdowns and renewed scrutiny of different sectors within China have given global markets cause for concern in the past six months. With some onshore darlings of investors’ portfolios still in the regulatory crosshairs, how is this translating into the current appetite for Chinese assets from global investors, particularly given the regulatory vision that could herald market changing opportunities for the region's wealth management industry?   When balancing the opportunities heralded by the GBA, the Hengqing & Macau Plan, and the Hainan free trade zone with uncertainty of the impact of further scrutiny and focus on key Chinese market sectors, how do investors cut through the noise and where should they be focusing  How investable is the onshore market and onshore companies when balancing the past 12 months with the potential of the next 20 years? Which sectors should investors be looking at and what signals should they be looking for in terms of economic milestones?  Join us for Asian Private Banker’s China in Focus webinar on 18 November for a wide ranging senior debate on what the future holds for investors in China.

China Outlook 2022

Where will interest rates head in 2022 as the world eyes a return to post-pandemic societal order, and what would be the optimal fixed income allocation and strategy in response to future Fed decisions?  For investors, where are the shining opportunities in both Asian and global fixed income, and what makes a compelling fixed income strategy and manager? 

With the 60/40 paradigm in the cross-hairs of income seekers, how are managers positioning themselves as we head into 2022 and where is the edge when it comes to finding income in an uncertain world?

- Hosted in collaboration with World Gold Council - 

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Asian Private Banker's Income Week 2021 is a three-part webinar series bringing together leading product providers and private bank specialists to discuss the most innovative yield opportunities as we look ahead towards 2022. This year's themes include: cryptocurrencies, ESG and fixed income.

Fixed income strategies post pandemic - more of the same or fundamental changes?

Green related themes have seen great performance in private wealth management and gained traction among investor clients, particularly in the past two years. Where does the demand for ESG integration sit with investors today in the Asia Pacific region and across investor segments? With current decarbonization targets at play, how are private banks adapting their sustainable investment offerings and how are they encouraging investors to shift to a more sustainable portfolio? How much does policy intervention impact on climate change, environmental and social aspects and what does that mean for ESG investing?

Join us to explore what’s next in the sustainability journey, including the so far underserved social aspect of the ESG discussion, and where the opportunities may be going forward.

- Hosted in collaboration with Fidelity International - 

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Asian Private Banker's Income Week 2021 is a three-part webinar series bringing together leading product providers and private bank specialists to discuss the most innovative yield opportunities as we look ahead towards 2022. This year's themes include: cryptocurrencies, ESG and fixed income.

What's next in ESG investing?

Are crypto funds – or the incorporation of crypto into funds – an inevitable evolution, and if so, how will such funds evolve overtime? Will growing government intervention into this area be positive or negative for their adoption? And how are private banks responding to this trend?

Join us to look back on recent and broader market movements for cryptocurrency, as APB brings different market sentiments and viewpoints to the table to discuss the future role of crypto in portfolio construction, particularly in Asia Pacific wealth management, and the ultimate appetite for crypto funds from investors and their advisors.

- Hosted in collaboration with OSL - 

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Asian Private Banker's Income Week 2021 is a three-part webinar series bringing together leading product providers and private bank specialists to discuss the most innovative yield opportunities as we look ahead towards 2022. This year's themes include: cryptocurrencies, ESG and fixed income.

Appetite for crypto funds in private wealth management

Beyond traditional investing, what other avenues are available for capital seekers to utilize their holdings to generate additional income? How can non-recourse, non-purpose financing be woven into a private bank or EAM's offering to appeal to all of its client groups? What have been some of the more innovative ways to generate liquidity from clients’ assets developed over the past 18 months?


From securities lending to private capital leverage, join our panel for a fascinating discussion on the most innovative ways to drive income for private bank and EAM clients, the demand for, and understanding of, alternative sources of liquidity, and clients’ appetite for risk using progressive capital.

Bridging Traditional Investing with Innovative Lending

This webinar explores the importance and possibility of providing a consistent trading experience that combines best-in-class liquidity, data and efficiency. Where are private banks and wealth managers at in optimising their investment execution process for both clients and RMs and what are the most common pain points in the implementation of new trading solutions?

Join us to discuss key technology trends within the Asia-Pacific private and wealth management market and explore specific use cases of MarketAxess' AxessIQ, built to transform investment advisory and execution workflows for good.

Reimaging private banking and the optimal trading experience

In 2020, we've witnessed an acceleration of wealth management trends that have been playing out over the years. There is now an enormous focus on improving client engagement by providing more personalized insights and data transparency than ever before. The challenge for wealth managers is to find the right balance between scaling the business while still maintaining a personal touch. Join our 50-min webcast session, 'Accelerating Advisor Efficiency to Drive Client Engagement', where we will explore ways that advisors can improve productivity, while still effectively understanding and managing their clients' needs.

Accelerating Advisor Efficiency to Drive Client Engagement

The APB Virtual Summit 2020 was an unprecedented gathering of the biggest names in global private wealth management. Featuring over eight hours of content, over 20 of the most senior names in global private banking, as well as key representatives from the powerhouses of asset management, alternatives and technology sectors. Find out more: http://apb.events/apbvirtualsummit

What will be the legacy of COVID-19 on private banking operations in APAC?

Private Banking Leader Insights: Claudio de Sanctis, Deutsche Bank WM

Private Banking Leader Insights: Vincent Lecomte, BNP Paribas Wealth Management

Private Banking Leader Insights: Annabel Spring, HSBC Private Banking

APB Virtual Summit 2020 is an unprecedented gathering of the biggest names in global private wealth management. Featuring over eight hours of content, over 20 of the most senior names in global private banking, as well as key representatives from the powerhouses of asset management, alternatives and technology sectors. Find out more: http://apb.events/apbvirtualsummit

Private Banking Leader Insights: Jacqueline Loh, Monetary Authority of Singapore

Private Banking Leader Insights: Bahren Shaari, Bank of Singapore

Private Banking Leader Insights: Philipp Rickenbacher, Julius Baer

The past 12 months have tested the mettle of every professional investor and advisor around the globe. February’s unexpected market sell-off was followed by an even greater unexpected rebound in the months following. The dislocation between market indices and economic indicators remains a massive challenge for investors anticipating market adjustments and downside risk, whilst ensuring that growth opportunities are not missed.
Research on COVID-19 vaccines meanwhile continues at breakneck speed, with hope to bring one to market soon so the global crisis can be eased and battered economies have a chance to recover.

2020 was certainly not for the fainthearted, and 2021 doesn’t look to be any easier, so we invite you to join Asian Private Banker and Morningstar for an hour long live discussion with experts debating key themes that should be on top of investors’ agendas for 2021 including:

- Overview of Covid-19 vaccines development and other treatments – the key to recovery
- What is the outlook of real estate based on behavioural and structural changes caused by work from home arrangements and growth in online retail demand?
- Asia Banks: Focusing on Long-Term Fundamentals
- Is China onshore fixed income the panacea in a world of zero rates and flat yield curves?
- How to pick the best onshore equity managers in Chinese A-shares?

SPEAKERS
- Jay Lee, Equity Analyst Morningstar Investment Management Asia Limited
- Michael Wu, Senior Equity Analyst, Morningstar Investment Management Asia Limited
- Phillip Zhong, Senior Equity Analyst, Morningstar Investment Management Asia Limited
- Wing Chan, Director of Manager Research Practice, EMEA & Asia, Morningstar Investment Management Asia Limited

Where should investors be focusing in 2021?

The Year of the Ox is upon us and the team at Morningstar returns with fresh, timely and critical insights to help fund selectors, investment advisors and relationship managers evaluate the best themes and strategies – and their ideal providers – for the year ahead.
 
Key points over the hour-long discussion include:

· A review of demand for ESG funds from both private banks and their UHNWI clients in Asia and how to sort the wheat from the chaff to select the most appropriate ESG products
· Further insights into China‘s onshore markets and where to focus on growth when faced with a massive suite of opportunities, and who to best provide that opportunity whether global or local providers
· Fixed-income strategies and how the ever-intense search for yield can take place without undue risk in a world of low-to-no yielding assets
· How can investors distinguish genuine mega-trends from short-term fads in the increasingly crowded field of thematic funds?

Game-changing investment trends to shape 2021 and beyond

China

Fixed Income

Fund Investment

Investment Strategy

Investments

Wealth Management

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Game-changing investment trends to shape 2021 and beyond

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