THE RISE OF ASIA

The PWM 2 and 20 Forum video series celebrates PWM’s 20th anniversary. In this panel discussion, we analyse the increasing importance of private banks and family offices in the growing Asian economy.

The PWM 2 and 20 Forum video series is sponsored by CSC but independently edited.

In the video series, we explore the impact of Covid on Asian wealth markets, the rise of China and the political challenges its businesses face, the expanding range of assets now available to the region’s investors and the fast development of family offices.

In discussion: 

Wealth management trends - Agnes Chen, head of Asia Pacific at CSC Global Financial Markets, talks to PWM about key trends in Asian wealth management and how wealthy families are adapting to a fast-changing environment.

Asia's economic powerhouse - As Asian entrepreneurs build their wealth and increasingly develop a pan-regional approach to their business and investments, our panel analyses how wealth managers are responding to their demands.

Great expectations - Client expectations need to be matched by high quality investment portfolios in both public and private markets, matched with environmental, social and governance principles, presenting a challenging environment for private banks in Asia. 

Regulatory landscape -  Financial centres including Hong Kong and Singapore are battling hard to attract clients, investment experts and advisers from across the Asia Pacific region, so it is important for wealthy families to understand key regulations and the strengths of competing hubs.

International partnerships - Asian private banks often look for European partners with investment expertise to improve their offer, while relationships with start-ups and tech firms can also help boost innovation in wealth management.

In conversation with:

• Yuri Bender, Editor, PWM
• Lavanya Chari, global head of investments and wealth solutions, HSBC Private Banking
• Agnes Chen, managing director, head of Asia Pacific,  CSC Global Financial Markets
• Alvin Lee, group head of wealth management, Maybank
• Jean-Louis Nakamura, chief investment officer Asia Pacific, Lombard Odier
• Joseph Poon, group head, DBS Private Bank