The Private Wealth Roundtable will gather leading Private Bank representatives, family offices, consultants and fund managers from across Asia Pacific to discuss the rapidly changing private wealth landscape and the measures that banks are taking to continue providing meaningful products and services—in a cost effective and palatable manner—to emerging middle class clients and HNW investors across Asia.
Despite an increasingly turbulent economic, political and investment environment, bond and equities markets have rallied in unison. This has brought forward future expected returns and created a conundrum as to how to set a robust investment strategy and asset allocation, which can deliver true diversification in a range of potential future scenarios.
In response, we have seen some investment organisations lower their return objectives and counselling their clients to expect and prepare for lower returns. Others are allocating more to alternative assets and accepting greater risk in their portfolios, even if begrudgingly, in efforts to maintain an acceptable level of return. Others, again, are exploring opportunities to be more agile or dynamic (or are allowing their fund managers to be unconstrained by benchmarks or asset classes) in efforts to attain returns without taking on additional risk at the portfolio level. The success of these various strategies remains to be proven.
All of these options leave Private Banks and their asset managers facing tough choices that will define their future success.
Geopolitical developments affecting China’s ‘One Belt One Road’ initiative
Who controls the gate? Fund selection criteria for top platforms
Incorporating multi-strategy solutions into an overall asset allocation
The long term impact of negative interest rates on investment grade credit
Achieving optimal alignment in absolute return strategies
Frameworks for managing clients investment behavioural biases
Who Should Attend?
Chief investment officers, chief executive officers, heads of asset classes,
investment committee members and senior investment staff of private banks, independent wealth advisors and family
officer entities directly or indirectly managing funds’ assets.
Attendance:
40-50 representatives from private banks and high net worth gatekeepers
Registration form and agenda are available upon request.
Jennifer Sam
Director of Events and Head of Client Services
DID: +852 2842 6956
Fax: +852 2842 7056
Mobile: +852 6013 9283
jennifer.sam@institutionalinvestor.com
The Asia Institute is a private membership for leaders of asset management firms across Asia Pacific. Through a combination of targeted and tailored meetings, the Asia Institute is the most senior platform for members to meet with leaders from their industry and key clients from across region.
For more information, please contact:
Jennifer Sam
+852 2842 6956
jennifer.sam@institutionalinvestor.com