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All Events

Hedge Funds & FoHFs

Private equity

Liquid alts

Infrastructure

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Real estate

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Pension Funds

Insurance

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Endowment & foundations

Family office & wealth managers

September 2017

Vietnam Wealth Management Forum 2017

When: September 7, 2017
Where: Park Hyatt Saigon, 2, Công Trường Lam Sơn, Bến Nghé, Ho Chi Minh City, Vietnam
Organiser: Hubbis
The event is focused on understanding the longer-term potential for wealth management in Vietnam and how to prepare for it. With a population fast-approaching 100m– around half of which is under 30 – it has been rapidly transitioning to a market-based economy. In the absence of many wealth management products and services that are common in other markets, transaction banking dominates. Only around 30 per cent or so of the population has a bank account. Banks are not allowed to sell mutual funds unless they have a securities licence and they are not allowed to offer dual-currency investments. The event is aimed at senior participants in retail banks, local asset management firms, insurance companies and other players interested in the development if wealth management in Vietnam. Speakers will provide insights from experts in overseas markets to understand wealth management, share best practices and review the components of successful businesses.

October 2017

Indonesian Wealth Management Forum 2017

When: October 19, 2017
Where: Shangri-La, Jakarta, Jl Jend Sudirman Kav 1, Jakarta Pusat, DKI Jakarta 10220, Indonesia
Organiser: Hubbis
The event is for the wealth management community in Indonesia. This event is for anyone servicing wealthy clients including private banks, retail banks, insurance companies, securities firms, local asset managers and others. Experts will provide insights in overseas markets, share best practices, the components of successful businesses and lessons learned from developing and managing wealth management offerings and elsewhere in Asia.

Asian Wealth Management Forum 2017

When: October 24, 2017
Where: Convention Point, Selnaustrasse 30, 8021 Zürich, Switzerland
Organiser: Hubbis
This is the only event of its kind in Switzerland dedicated to understanding the opportunity that the growth in Asian wealth represents. It looks in detail at the infrastructure, platforms, models, products and approaches that European-based organisations need to put in place in order to create propositions that will help Asia’s high net worth and ultra high net worth work with clients address concerns and meet their business and personal investment objectives. Many experienced practitioners from Hong Kong and Singapore will attend to discuss the realities of advising Asian clients and how the industry in Europe can take advantage of this. Topics are likely to include: what the Asian private banking and independent wealth landscapes look like today; the opportunities in wealth management; how international firms are getting on amid rising competition from regional and local players; where the biggest potential to develop a business in Asia exists; the best advice you for clients around investing in Asia. Practitioners will also share insights on the extent to which Switzerland and other parts of Europe are relevant to Asian clients. The event is designed for those in senior roles at single family offices, multi-family offices, independent/external asset management companies, private banks and other relevant wealth management institutions. European-based wealth managers will learn what Asian clients want from their wealth managers, how they like to access products and invest.

East Coast Family Office & Wealth Management Conference 2017

When: October 24, 2017
Where: The Union League Club, 38 East 37th Street, New York, NY 10016
Organiser: DC Finance
The event offers cutting edge education and a networking platform for local and international families from the US as well as Europe. Attendees are seeking investments, partners or friendship. The conference is a way to gain insights and innovative ideas from a panel of experts from all across the globe speaking on a variety of topics. This year’s event will discuss Investment in food and beverage, sports and entertainment panel, impact investing, direct investment, co-investment among families, alternative investments, next generation issues, high tech and innovation, homeland security, cyber security threats and women in family business. Over 200 single family office executives and ultra high net worth family members representing more than $100bn under management took part in last year’s event with some 85 per cent of attendees representing single family offices and ultra high net worth individuals family members.

ASK 2017 Global Real Estate & Infrastructure Summit

When: October 25, 2017
Where: Conrad Seoul Hotel, Seoul, South Korea
Organiser: The Korea Economic Daily
The ASK Global Summit series are hosted by ASK Office, The Korea Economic Daily (KED). Topics discussed in the conference range from investment strategies and perspectives on investment environment changes to rising trends and economic policies.  This event is aimed at major Korean institutional investors and fund managers and will help them to develop long-term partnerships.

November 2017

Digital Wealth Asia 2017

When: November 2, 2017
Where: Westin Hotel, 12 Marina View, Asia Square Tower 2, Singapore 018961
Organiser: Hubbis
With the continued global drive towards transparency, consideration needs to be given to structures used and jurisdictions. This event is most relevant for senior management, wealth planning practitioners and front-line advisers in private and retail banks, IFAs and independent wealth management organisations.

Independent Wealth Management Forum 2017

When: November 16, 2017
Where: W Hotel, 1 Austin Road West, West Kowloon, Hong Kong
Organiser: Hubbis
The event is for the independent wealth management community in Hong Kong. The forum is designed to bring together key market participants to discuss and debate the current positioning, role, opportunities, challenges and outlook for independent wealth management in Asia. The next couple of years could represent the best opportunity for independent wealth managers to shine and attract new money. The value of a differentiated approach in is also becoming clearer to clients and private bankers. The small but gradually increasing number of independent asset management (IAM) firms and multi-family offices (MFOs) in Asia are expected to play a much greater role in what is becoming a polarising industry within wealth management. Challenges in these businesses include: more clearly defining business models; finding more clients; creating clarity over fee models; attracting competent and experienced private bankers, along with other professionals; and offering appealing private investment prospects to clients.

Taiwan Wealth Management Forum 2017

When: November 21, 2017
Where: Grand Hyatt Taipei, No. 2, Songshou Road, Xinyi District, Taipei City, Taiwan 110
Organiser: Hubbis
There is a continued need for higher standards of professionalism and client education in the local industry as well as more expertise in advising individuals and families on diversification and allocation of their portfolios and on wealth preservation, business succession planning and wealth transfer. The event looks at wealth management organisation, compliant structures, sustainable business models, effective product platforms, technology infrastructure, compliance and risk management frameworks, training culture and expertise within all areas of the business.