Thursday 13 February 2025, Ballroom, The Fullerton Ocean Park Hotel, Hong Kong
08:30
Registration
Light breakfast will be served
09:00
Igniting Momentum: Growing Together
09:15
Session 1: In the Mood for Growth – WM Asia’s Evolution and Growth Ambitions
Speaker:
Arnaud Tellier, Asia CEO, Wealth Management
10:00
Session 2: Capturing Growth – Market Coverage and Client Segments
Speakers:
Lemuel Lee, Head of Wealth Management, Hong Kong
Garth Bregman, Head of Wealth Management, Singapore and Southeast Asia
10:45
Networking Session
11.30
Session 3: Adapting Our Business Model – Thriving in a changing investment landscape
Speakers:
Shafali Sachdev, Head of Investment Services, Asia
Tariq Saleim, Head of Credit Management, Asia
12.15
Group Photo (at the lawn)
12.30
Lunch Buffet
Lighthouse Café, The Fullerton Ocean Park Hotel
14:00
Energiser
Facilitator – Vanessa Cash, Founder, Shift Your Mindset
14:30
Session 4: Platform Transformation – Scaling for Growth
Speakers:
Marco Kermaidic, Chief Operating Officer, Asia, Wealth Management
Samir Bimal, Chief Transformation Officer, Asia, Wealth Management
15:15
Networking Session
15:45
Session 5: Unlocking Asia’s Potential – Insights from Industry Experts
Panelists:
Tjun Tang, Managing Director and Senior Partner, BCG Hong Kong;
Vivien Khoo, Chief Executive Officer and Managing Director, Private Wealth Management Association;
Daniel Shane, Editor, Asian Private Banker
Moderator:
Shafali Sachdev, Head of Investment Services, Asia, Wealth Management
16:45
Session 6: Fireside chat with Vincent Lecomte, Chief Executive Officer, Wealth Management
Moderator:
Audrey Kua, Team Head, SEA, Wealth Management
17:45
Wrap-up of the day
18:30
Drinks at foyer
19:30
Dinner: A Night of Recognition and Gratitude
Ballroom, The Fullerton Ocean Park Ocean
Friday 14 February 2025, Ballroom, The Fullerton Ocean Park Hotel, Hong Kong
09:00
Introduction / Warm up
09:10
Client Testimonials
09:20
Session 7: Client Perspective – Voices Driving our Strategy
Moderator:
Lemuel Lee, Head of Wealth Management, Hong Kong
10:20
Networking Session
11:00
Client Testimonials
11.10
Session 8: Power of One Bank – Serving Entrepreneurs & Families
Panelists:
Anne-Cécile Lugagne Delpon, Head of Investment Services, Wealth Management;
Manon Breuvart, Head of Finance Solutions, Wealth Management;
Aymar de Liedekerke Beaufort, Head of Global Banking Asia Pacific;
Stephane Ritz, Head of Global Markets Asia Pacific
Moderator:
Tariq Saleim, Head of Credit Management Asia, Wealth Management
12.10
Lunch
Jade, 3/F, The Fullerton Ocean Park Hotel
14:00
Session 9: Unlocking our Mindset to Maximise Growth
Facilitator:
Vanessa Cash, Founder, Shift Your Mindset
15:30