redefining the digital evolution in wealth management ......focus on what matters most: your...

Redefining the Digital Evolution in Wealth Management Forum 2015

18 June Pan Pacific Singapore

Gold

Platinum

Silver

Bronze

.FTSE.FTSE

.FTSEChart

09/12/2013

RangeDaily

RangeDaily

Materials -3.721

Consum... -2.487

Financials -1.652

Health Care -1.178

-0.525 Information Technology

-0.465 Utilities

-0.333 Consumer Discretionary

0.990 Energy

1.178 Industrials

5.859 Telecommu...

.FTSE

RIC Idx.Pts.NetRIO.LBATS.LAZN.LBLT.L

GSK.LTLW.L

STAN.LHSBA.L

RR.LICAG.L

BG.LPRU.LAV.L

RDSa.LSHP.L

VOD.L

-1.745-1.606-1.214-1.110-1.060-0.999-0.961-0.8800.5060.5590.6550.6880.706

0.8001.0285.557

Top

Per

form

ers

GICS Sector - Idx.Pts.Net - 09/12/2013

STOCKSSECTORS

INDICIES

Daily .FTSELineGrd, .FTSE, Trade Price(Last)09/12/2013, 6,549,84, -2.15, (-0.03%)

SMA, .FTSE, Trade Price(Last), 1409/12/2013, 6,611.42

10 17 24 01 08 15 22 29 05 12 19 27 02 09 16 23 30 07 14 21 28 04 11 18 25 02 09 16

Jun 13Jul 13

Aug 13Sep 13

Oct 13Nov 13

Dec 13

05/06/2013 - 18/12/2013 (LON)PriceGBP

6,700

6,650

6,600

6,500

6,450

6,400

6,350

6,300

6,250

6,200

6,150

6,100

6,050Auto

6,549.84

6,611.42

© 2014 Thomson Reuters. 1007421 0614.

Part art. Part Science. all BuSineSS. eikon revealS your BeSt oPPortunitieS.

Try Eikon Free: financial.thomsonreuters.com/eikon

1007421_v1.indd 1 26/06/2014 17:01

PlatinuMSPOnSOR

REDEFininG thE DiGital EvOlutiOn in WEalth ManaGEMEnt 2015 - SinGaPORE 3

.FTSE.FTSE

.FTSEChart

09/12/2013

RangeDaily

RangeDaily

Materials -3.721

Consum... -2.487

Financials -1.652

Health Care -1.178

-0.525 Information Technology

-0.465 Utilities

-0.333 Consumer Discretionary

0.990 Energy

1.178 Industrials

5.859 Telecommu...

.FTSE

RIC Idx.Pts.NetRIO.LBATS.LAZN.LBLT.L

GSK.LTLW.L

STAN.LHSBA.L

RR.LICAG.L

BG.LPRU.LAV.L

RDSa.LSHP.L

VOD.L

-1.745-1.606-1.214-1.110-1.060-0.999-0.961-0.8800.5060.5590.6550.6880.706

0.8001.0285.557

Top

Per

form

ers

GICS Sector - Idx.Pts.Net - 09/12/2013

STOCKSSECTORS

INDICIES

Daily .FTSELineGrd, .FTSE, Trade Price(Last)09/12/2013, 6,549,84, -2.15, (-0.03%)

SMA, .FTSE, Trade Price(Last), 1409/12/2013, 6,611.42

10 17 24 01 08 15 22 29 05 12 19 27 02 09 16 23 30 07 14 21 28 04 11 18 25 02 09 16

Jun 13Jul 13

Aug 13Sep 13

Oct 13Nov 13

Dec 13

05/06/2013 - 18/12/2013 (LON)PriceGBP

6,700

6,650

6,600

6,500

6,450

6,400

6,350

6,300

6,250

6,200

6,150

6,100

6,050Auto

6,549.84

6,611.42

© 2014 Thomson Reuters. 1007421 0614.

Part art. Part Science. all BuSineSS. eikon revealS your BeSt oPPortunitieS.

Try Eikon Free: financial.thomsonreuters.com/eikon

1007421_v1.indd 1 26/06/2014 17:01

WElCOMEOn behalf of Thomson Reuters, we are delighted to be the lead sponsor for Hubbis’ 4th annual technology-focused event in Singapore today – Redefining the Digital Evolution in Wealth Management 2015.

The real disruptive potential of mobile, digital, social and cloud technologies and channels is re-shaping the look and feel of wealth management. This is across all aspects of the value chain, from client acquisition to advice to ongoing portfolio monitoring and decision-making.

Banks, along with other financial institutions, need to adapt quickly to keep up with these dramatic changes on the landscape. Or they will become less and less relevant for many of the clients they are looking to serve.

Key participants in the community are coming together today for an event which includes presentations, case studies and panel discussions to discuss key aspects of the market.

The agenda looks at what’s shaping the industry’s future – the opportunity and priorities across wealth management in local markets to build-out the technology engagement; understanding the decision-making process at different types of firms; practical challenges of upgrading systems and software; how vendors can meet the needs markets and organisations; and the real game-changers and disruptors in wealth management.

Hubbis is also video-recording the presentations and writing up content from the discussions - and will send this to you.

Thank you for your support and attendance. We are pleased to be part of this must-attend fixture in Singapore’s wealth management calendar, and we look forward to working with you and your clients across the region.

We hope you enjoy the forum.

anthOny nORthaMHead Of MaRkeT develOpMenT, aSia pacific

THOMSOn ReuTeRS

AgendA-At-A-g

lAnce

4 REDEFininG thE DiGital EvOlutiOn in WEalth ManaGEMEnt 2015 - SinGaPORE

Morning afternoon

1.50pm Panel Discussion Getting your implementation right – learning from best practice

2.30pm Presentation Credit Suisse case study: a look inside a digital journey

2.45pm Presentation Revolutionising commodities trading

3.00pm Refreshments & networking

3.25pm Presentation Multi-issuer platforms

3.40pm Panel Discussion How to keep up with the advisory revolution

4.20pm Panel Discussion Innovation: where next for technology in wealth management?

5.00pm Forum Ends

9.00am Welcome address by anthony northam

9.05am Keynote address Building a digital bank - the journey so far

9.35am Panel Discussion Making digital matter – are banks doing enough yet?

10.15am Keynote Presentation Information impact and patterns in prices

10.35am Refreshments & networking

11.00am Presentation 5 areas where technology may add value to the wealth management business

11.20am Panel Discussion Are you ready for the disruption?

12.00pm head-to-head Q&a Digitisation of banks in Asia: the transformation of wealth management service delivery

12.10pm Presentation Digital banking manifesto – a shortlist of the key principles for building a digital bank

12.25pm Panel Discussion The local perspective: a growing engagement in developing wealth centres

1.05pm lunch

agenda-at-a-glance

Financial Information Unlocking the potential.

Have more time for what is important. Simplify your wealth manage-ment back-offi ce with SIX. We support you in reducing operational risks and costs through intelligent corporate actions processing. Stay in control of your client portfolios with our workfl ow management solutions.www.six-fi nancial-information.com/advisory

Don’t lose sight of whatmatters most: your clients.

001_SIX_Financial_Advisory_Campaign_Ads_Q1_ADV_210x297_4f_e.indd 1 15.01.15 17:42

AG

EN

DA


Full agenda8.40am Registration

9.00am Welcome address anthony northam Head of Market Development, Asia Pacific Thomson Reuters

9.05am Keynote address Building a digital bank - the journey so far

Olivier Crespin Group Head Digital Bank DBS Bank

Why build it in the first place? Creating a clear roadmap Implementation Driving a revolution

9.35am Panel Discussion Making digital matter – are banks doing enough yet?

What does digital really mean in wealth management today? What are the priorities for banks to make the most of the technologies and channels which exist today? Are banks changing the way they think about and approach the development of new ways of doing business?

What should they be doing? Usability and navigation: what’s the right blend to really enhance the client experience? Is the intended client

experience coming to fruition? Are clients’ needs being served? Do you even know what they are? Flexibility Vs cost Vs track-record Vs speed? What matters most, and why? What is needed to do more with data? How can banks monetise digital platforms and initiatives? Are there any real KPIs? Is the investment and time really worth it? Are banks able to differentiate their offering in such a competitive marketplace? Where are the real pain points banks can address using digital?

Chair Michael Stanhope Chief Executive Officer & Founder Hubbis

Financial Information Unlocking the potential.

Focus on what matters most: your clients. VDF Event Diary monitors your corporate events.

In asset servicing, you are tasked with the impossible: to maximize efficiencies and reduce errors, while processing a vast amount of corporate events. Let SIX reduce your operational risks and costs through our intelligent corporate actions diary system. The web based VDF Event Diary system gives you complete oversight of your corpo-rate events universe so you can schedule, process and assign events easily. Be in control of your client’s portfolio with VDF Event Diary.www.six-financial-information.com/advisory

001_SIX_Financial_Advisory_Campaign_Ads_Q1_ADV_210x297_4f_e.indd 2 15.01.15 17:42

AG

EN

DA


Panel Ketan Samani Chief Digital Officer, APAC UBS Wealth Management

David Formula IT Manager for Wealth Management OcBc niSp

yashesh M. Kampani General Manager, Banking and Financial Markets, ASEAN iBM

Rajiv agarwal Managing director arete financial partners

iker ibanez Director, Digital Transformation pwc

adrian hutzli Head of value-added Services SIX Financial Information

10.15am Keynote Presentation Information impact and patterns in prices

Patrick Donaldson Market Development Manager - Wealth, ASEAN. Financial & Risk Thomson Reuters

Do investors react incorrectly to information due to their emotions? Can machine readable news and big data help spot mispriced stocks?

10.35am Refreshments & networking

11.00am Presentation 5 areas where technology may add value to the wealth management business

Greg Prosowicz, PhD Head of Product Management, Capital Markets cOMaRcH

Threat or opportunity? The main challenges for wealth management Technology in action – how the industry answers to changes How to add value for clients and wealth managers?

Building the digital future of the financial industry

additiv Asia100 Cecil Street, #14-01 The Globe

Singapore 069532+65 8286 2675, www.additiv.sg

AG

EN

DA


11.20am Panel Discussion Are you ready for the disruption?

What are the main digital trends driving and reshaping wealth management? Where is the biggest potential for digital disruption?

Where exactly is transformation currently taking place? What does it take to compete in this space today? Will the cloud be the real game-changer for wealth management? Do banks have the people, culture and mind-set needed to adapt and thrive against the digital giants likely to enter

this space? How and why is digital design the key to success in driving business transformation and client engagement? Rather than competing head-on – are there any immediate opportunities for disruptive technologies to provide

private banks a way to extend their value proposition? What’s missing and where are the main shortfalls – what will hold back banks and other traditional players from

truly integrating new mobile, digital and social media-linked solutions to drive new business?


Panel hoong-Shen Wong Head of Client Reporting and Output, Singapore / Hong Kong UBS Wealth Management

loic Pitrou General Manager, asia additiv

Jacqueline teoh Head of Business Consulting, APAC Orbium

12.00pm head-to-head Q&a Digitisation of banks in Asia: the transformation of wealth management service delivery

Daniel Kennedy Regional Solutions Manager, Asia Pacific SS&C Anova

What are the drivers behind the shift towards digital service models for banks in Asia? What kind of information and delivery channels are customer demanding? Is investment data and analytics keeping up with customer expectations? What kinds of service model transformation projects are you seeing in Asia? What are the biggest challenges around delivering data for client reporting? How can data and analytics give a competitive advantage?

The Avaloq group is an international leader in integrated and comprehensive solutions for wealth management, universal and retail banks. Avaloq is the only independent provider for the fi nancial industry to both develop and operate its own software. Our BPO centres use the Avaloq Banking Suite to gain valuable insights that keep our solution at the forefront of technology.

We enable you to shorten your time to market, to remain fl exible and agile and we allow you to choose the operating model that best suits your strategy. Learn more about Avaloq on www.avaloq.com

essential for banking

When Flexibility Meets Agility

Take the liberty to focus on your strategy.Be quick and agile in serving your clients best.

Avaloq_Anzeigen_Flexibilty_E.indd 1 12.05.2015 11:28:58

AG

EN

DA


12.10pm Presentation Digital banking manifesto – a shortlist of the key principles for building a digital bank

Deirdre Jennings Managing Director, Asia Pacific Crealogix

A look at how to manage the disruptive changes in banking by shifting focus and managing trade-offs. We propose 7 key principles to enable a bank to build a long-term digital roadmap for harvesting business benefits and creating a competitive advantage.

BEHAVIOUR over segmentation HYBRID ADVISORY over autopilot CONVENIENCE over security SOCIAL over client adviser only CONTEXTUAL INSIGHTS over reporting ORCHESTRATION over integration DIGITAL LEADERSHIP over technology only

12.25pm Panel Discussion The local perspective: a growing engagement in developing wealth centres

Where is the opportunity across wealth management in local markets to build-out the technology engagement What should the priorities be for different types of organisations within wealth and asset management?

Especially in local markets? How can they get core banking right? What are some of the practical challenges involved when buying new systems, software and solutions? How

can these be addressed? How is the developing product-set impacting what platforms are now needed? What platforms exist to help bridge the gaps? Playing catch-up – what is the potential for lagging firms to use technology to help them leapfrog to the next

stage of development? What are the options available to them? And the issues / challenges in this approach? What will the landscape look like in 5 to 10 years’ time?

Chair Michael Stanhope Chief Executive Officer & Founder Hubbis Panel Michael Chahine General Manager, Private Banking emirates nBd

thomas askew Head product engineering, investment and Bancassurance Standard Chartered Bank

Patrick Enjalbal General Manager, Asia Pacific Sofgen

Peter Scott General Manager, Asia Pacific avaloq

AG

EN

DA


1.05pm lunch

1.50pm Panel Discussion Getting your implementation right – learning from best practice

What does a successful implementation look and feel like? What often goes wrong? And how can this be prevented? Looking in detail at each stage of the decision-

making process Can vendors play a more meaningful or proactive role in helping local institutions? If so, in what ways? What does an effective vendor management framework look like? How can banks create IT teams that are commercially driven What’s the best way to challenge IT professionals and broaden their experience? And retain them? Where can scalability come from? Is consolidation the answer? How can that approach help you tackle new

technology requirements? How have the largest international institutions tackled these implementation challenges?


Panel urs lichtenberger Director, Program Head Digital Private Banking, Chief Operating Officer Department Private Banking Asia Pacific credit Suisse

tony Greenwood Director, Global Transformation, Strategy and Business Performance Team RBC Wealth Management

Michiel van Selm Director, Financial Services industry Practice pwc

aaron Perryman Partner, Financial Services - advisory eY

2.30pm Presentation Credit Suisse case study: a look inside a digital journey

urs lichtenberger Director, Program Head Digital Private Banking, Chief Operating Officer Department Private Banking Asia Pacific credit Suisse

The decision to go digital – why now? Client focused, not bank-focused Making all the pieces fit Where next with the platform?

AG

EN

DA


2.45pm Presentation Revolutionising commodities trading Seamus Donoghue Chief Executive Officer Allocated Bullion Solutions

Commodities is one of the last asset classes to follow an electronic path What’s needed to make this happen? What will be the impact of a more tech-savvy and efficient market?

3.00pm Refreshments & networking

3.25pm Presentation Multi-issuer platforms

Erdem Ozgul Managing director, South asia Numerix

Enhancing efficiency Creating a seamless front-to-back system Advantages for sell-side and buy-side

3.40pm Panel Discussion How to keep up with the advisory revolution

What is having the biggest impact on the role and delivery of advice in wealth management? In what ways is this reshaping the landscape and advisory models? Robo-advisers – what do they mean for the advisory model? How can banks get better equipped to facilitate a move towards a quick, slick and personalised offering? What is needed to enhance relevance and context – and control – for client portfolios? Where will the next mobile wave of investment product come from? What does the next generation want from their wealth management experience? To drive the services of tomorrow?


AG

EN

DA


Panel Edrick ho Head of Digital and Channel Management, Retail Banking, Asia Pacific anZ

naman Shah Director, Asia Pacific Bizequity

valerie Bruce e-Business Specialist Old Mutual International

Deirdre Jennings Managing Director, Asia Pacific Crealogix

4.20pm Panel Discussion Innovation: where next for technology in wealth management?

How are today’s technology and systems-related needs and priorities likely to develop? What tools or services will wealth managers of tomorrow need stay ahead? How can banks better service client obsessions with smartphones and tablets? What will be the challenges in implementing new solutions? The client experience of the future: how can you more actively involve the clients along the entire advisory process

through the way they use online and mobile channels? Where’s the balance between self-service banking and traditional wealth management?


Panel David Formula IT Manager for Wealth Management OcBc niSp

neal Cross Managing Director and Chief Innovation Officer DBS Bank

Jeremy hebblethwaite Head of Architecture, Integration & Security Bank Julius Baer

Michael yue Head of Banking and Financial Services, Asia Pacific Google

5.00pm Forum Ends

SPE

AK

ER

S


anthony northamHead of Market Development, Asia Pacificthomson Reuters

Anthony heads up the Market Development team in Asia Pacific driving the strategy and execution in this region. He is also the Head of the FX Market Development in Asia Pacific and is responsible for F&R’s FX franchise in the region, including pre trade, transactions capabilities and post trade services in the region. Anthony joined Reuters in London in 2001 as a client trainer after completing a graduate program with the company in 1999. In 2003 he joined the Treasury Broking Services team as Business Development Manager responsible for FX Spot & Forwards Matching in London and the Nordic region. Anthony moved to Singapore in 2007 to establish and build the Reuters Spot FX Prime Brokerage business. In 2008 Anthony was appointed the Asia Sales Director for the Treasury Transactions services group responsible for the Matching and RTFX franchise in the region and assumed his current position of Head of Marketplaces Asia in October 2011. Anthony received a Bachelor of Science degree in Business Studies from the cass Business School, city university, london.

Daniel KennedyRegional Solutions Manager, Asia PacificSS&C anova

Daniel Kennedy joined SS&C Anova (formerly DST Global Solutions) in 2013 as regional solution manager, and is based in Singapore. He is responsible for delivering Anova in Asia, SS&C’s data management, analytics and reporting solution. Daniel works with financial institutions, including asset and wealth managers, to understand requirements and deliver against their investment data management, performance, compliance and reporting needs.Daniel has over 20 years of financial services and technology experience, 10 of which have been in Asia. Prior to SS&C Anova, he held various positions at Dion where he was responsible for product strategy, acquisitions and on-boarding, as well as creating new product divisions for wealth management, financial analytics, governance, risk and compliance and messaging workflow.

aaron Perryman partner, financial Services - advisoryEy

Aaron is a partner in EY’s financial services advisory practice, leading EY’s work with global banking and capital markets clients focusing on definition and execution of transformational programmes. He has worked across North America, Europe, Africa and Asia, supporting financial services clients drive strategic initiatives across business, technology and data domains. Over the past eight years, Aaron has based himself in APAC working across Oceana, ASEAN and North Asia. He is currently residing in Singapore as a core financial services consulting hub for EY. Along with his focus on the banking and capital markets industry, Aaron also leads EY’s technology consulting practice in the region. Prior to joining EY in 2012, Aaron was a partner in Accenture, working with clients’ delivery transformation programmes.

Speaker biographies

SPE

AK

ER

S


Deirdre JenningsManaging Director, Asia PacificCrealogix

Deirdre has over 15 years’ experience in the financial services industry with the last six years in Asia Pacific. On completing her Ph.D. in Monte Carlo simulations in 1998, Deirdre worked as a business analyst for number of startup software companies. In 2002 Deirdre joined Information Mosaic initially in product development and then as business consultant responsible for EMEA. In 2008, Deirdre moved to Singapore to open Information Mosaic’s Asian Pacific headquarters, successfully growing the business as Director of Business Development and then leading and managing as Head of APAC. Deirdre joined Crealogix in 2014 as Managing Director Asia Pacific.

Edrick hoHead of Delivery Channels and Platforms, Asia PacificanZ Retail Banking

Ed Ho is an experienced business leader in Retail Banking and Wealth Management with a strong focus on creating value by leveraging technology to deliver customer and business outcomes. He has over 15 years’ banking experience across multiple geographies which has included building, growing, acquiring, integrating, and exiting businesses.In his current role, based in Singapore, Ed has regional responsibility for ANZ’s Retail Banking Digital and non-branch Channels across Asia Pacific. This covers 21 countries and the customer touch points of Digital, ATMs, POS, and Contact Centres, with the key objective of delivering customer centric capabilities and seamless experiences across the bank’s channels. Prior to this, Ed was the Head of Wealth Platforms for ANZ Asia responsible for building out ANZ’s wealth capabilities in the region. During this time, Ed was also a key leader in the acquisition and integration of the RBS Retail Banking assets in Hong Kong, Singapore, Taiwan, and Indonesia. Ed joined ANZ in 2009 from St George Bank where he held a variety of senior management positions in wealth management, including running a wealth management software business which was brought in-house after delisting from the ASX. Key achievements being turning the business around to profit along with winning multiple industry awards for platform innovation. Prior to St George Bank, Ed worked at Deutsche Bank Australia in various e-business and marketing roles across the areas of Private Banking, Financial Planning and Asset Management.ed holds a Bachelor of chemical engineering from the university of Sydney and a Masters of Commerce from the University of New South Wales.

David FormulaIT Manager for Wealth ManagementOCBC niSP

David Formula is an Executive Vice President with OCBC NISP which is a subsidiary of the OCBC bank of Singapore based in Indonesia and holds a post graduate study in Business Analytics at Michigan State University. With more than 14 years various experiences in information technology, David leads an award winning team in establishing the IT architecture and its implementation program that captures the technology trends and business trends as well. His main responsibility is to ensure that all projects prioritization and implementation are in line with the bank’s wide strategy, meet the regulatory requirements, and also integrated with the Bank’s IT architecture. In 2013, David successfully had managed the OCBC NISP’s team in achieving the Asian banking & Finance Award for Indonesia Domestic Technology and Operations Bank of The year.

SPE

AK

ER

S


Greg Prosowicz, PhDHead of Product Management, Capital Markets COMaRCh

Greg Prosowicz is a Head of Product Management for Comarch Capital Markets. He holds a Ph.D. degree in Economics of Cracow University of Economics and Executive Master of Business Administration of Stockholm University School of Business. He is responsible for capital market solutions including wealth & asset management and securities trading. At Comarch since 1998, he has been working as a project manager, a senior analyst and a consulting manager. Grzegorz specializes in investment management, investment advisory, market efficiency and performance measurement.

hoong-Shen WongHead of Client Reporting and Output, Singapore / Hong Kong uBS Wealth Management

Hoong-Shen is currently responsible for the client reporting business capability within UBS apac. This is a core business capability for the wealth management business in apac and includes asset/liability reporting, performance & cost basis reporting, as well as intra-day position keeping and availability checks. His responsibilities include the definition and implementation of the strategic roadmap for the business capability as well as management of the client reporting production and controls functions. Hoong-Shen joined UBS in Singapore in 2007. He has worked on many change programmes within UBS APAC and was responsible to drive the successful implementation of the intra-day position keeping and availability-checking capability for the Singapore and Hong Kong booking centres. In addition, he was responsible for the newly-established investment reporting team in Singapore focusing on delivering customised reporting solutions to ultra high net worth (UHNW) clients.

iker ibanezDirector, Digital TransformationPwC

Iker Ibanez joined PwC in July 2014 and is currently leading the Digital Transformation competency within Technology Consulting in PwC for South East Asia. Prior to joining PwC, Iker spent more than 12 years in Barclays in Europe and Singapore, where he held multiple responsibilities within Technology. He held the role of Chief Architecture Officer for Barclays in Western Europe before moving to Singapore, where he has lived for the past five years. In his career, Iker has been constantly involved in Digital adoption, having led the strategy and implementation of multiple Digital and Transformation programs in the industry, whilst covering multi-channel servicing, online, mobile and social media.

SPE

AK

ER

S


Jeremy hebblethwaiteHead of Architecture, Integration & SecurityBank Julius Baer

Jeremy has over 17 years of experience in Information Technology, 13 of which in the Private Banking domain. As Head of Architecture for Bank Julius Baer in Asia, he has transformed the landscape in Singapore and Hong Kong over the last 7 years. More than 70% of this change has been developed on open source technology; encouraging creative thinking and driving innovative solutions. Prior to Bank Julius Baer, Jeremy worked a Credit Suisse and pricewaterhousecoopers in various iT roles. Jeremy holds a Masters degree in electronic engineering from the university of edinburgh and a post graduate diploma in Business and finance.

Jacqueline teohHead of Business Consulting, APACOrbium

Jacqueline Teoh is the Head of Business Consulting (APAC) with Orbium, a management consulting company exclusively focused on helping banks shape and implement cutting-edge technology and business solutions. Jacqueline’s current focus is to help banks achieve excellence in client experience and manage complex transformational change. Prior to joining Orbium, Jacqueline was a Director at PWC, Head of Core Banking Switzerland and an Associate Partner at IBM Global Business Services, based in Geneva for 17 years. For 19 years, Jacqueline has provided management consulting advice to top European and Asian banks, leading and implementing large, complex business and technology transformation programmes. She specialises in strategy, core banking systems implementation, business intelligence, financial management, post-merger integration and risk management.

Ketan SamaniChief Digital Officer, APACuBS Wealth Management

Ketan is Chief Digital Officer at UBS Wealth Management, APAC. He is responsible for overseeing the transformation of digital experiences and innovations for the Wealth Management business. Prior to UBS, Ketan lead digital transformations at DBS Bank, Standard Chartered, Barclays Wealth, AXA Investment Managers and HSBC Investments. Ketan is driven by client centricity and passion for transforming electronic channels through the use of usability. Offering 22 years of financial industry insights across Europe, Africa and Asia.

loic PitrouGeneral Manager, asiaadditiv

Loic is responsible for the development and management of additiv’s activities in Asia.With over 10 years of experience in consulting, marketing, and sales of financial software, Loïc has an extensive knowledge of Technology and Finance industries. This expertise has been acquired through experience with promising start-ups as well as leading companies, in the broad context of international development in both EMEA and/or APAC regions.

SPE

AK

ER

S


Michael ChahineGeneral Manager, Private BankingEmirates nBD

Michael joined Emirates NBD in September 2011 as the overall Deputy to the GM Wealth Management. He comes to the bank with over 30 years’ experience in Global Finance, Corporate and Investment Management with major global players, Citibank, JPMorgan, Credit Suisse and HSBc. Michael’s global assignments included kingdom of Saudi arabia, abu dhabi, Chicago, New York, London, Geneva and Dubai. Over the years, Michael has built a strong track record and competences in asset-based finance, real estate, private equity, socially-responsible ethical wealth management and investment banking. He has developed close strategic relationships with institutions, sovereigns, merchant families and family offices in the MENA Region and in particular in the Kingdom of Saudi Arabia. In addition to his General Management role at Emirates NBD Wealth Management, Michael is a Board Member of ENBD Trust Company in Jersey, the Channel Islands, Member of the Wealth Management Executive Committee and Member of the Wealth Management Investment Committee. Michael holds a B.a in economics and History from Haigazian university and an MBa with Honors from Thunderbird, School of Global Management, Arizona, USA. Michael is married with 3 grown-up children. Dubai is his home base and holds dual citizenships, Swiss and Lebanese.

Michiel van Selm Director, Financial Services Industry PracticePwC

Michiel is a Director in PricewaterhouseCoopers’ (PwC) Singapore consulting practice. Has 15+ years of experience working with banking clients across Asia and Europe. He is leading the PwC Singapore Private Banking team in consulting and is part of PwC’s Asia Pacific’s growth leadership team. As a consulting practitioner, Michiel led a large number of business and IT transformation projects focused on improving customer sales and service. Michiel is a recognised thought leader in areas like digital and channel transformation, sales productivity and customer management. He is a frequent speaker at internal and customer events. Michiel has over the past years delivered numerous engagements with a large variety of private banks in Asia Pacific supporting them in transforming their business and preparing them for the digital age. Publications include the “digital tipping point’, ‘digital customer advocacy in Singapore banking’ and PwC’s private banking and wealth management survey

naman ShahDirector, Asia PacificBizEquity

Naman is the Director APAC for BizEquity, a US-headquartered fintech firm with a vision to democratise business valuation for the millions of the private businesses around the world.Naman has been the team since its early days and now working on spreading the power of their patented software throughout Asia. Naman has worked with consulting companies and start-ups including a Silicon Valley start-up Freshmentors. He graduated with a dual major in Economics & Business Management from National University of Singapore and also pursued courses on entrepreneurship at university of pennsylvania.

SPE

AK

ER

S


neal CrossManaging Director and Chief Innovation OfficerDBS Bank

Neal Cross drives the bank’s innovation agenda across its key axes of growth, namely, Greater China, South-east Asia and South Asia. Working with internal stakeholders and external collaborators, he’ll chart a next-phase innovation roadmap for DBS to enhance customer experience and better engage the bank’s customers in the digital landscape. Cross joins DBS from MasterCard, where he was responsible for driving innovation as Vice President of MasterCard Labs in the company’s Asia Pacific, Middle East and Africa regions. As the face of innovation at MasterCard Labs, Cross was a strong advocate for innovation culture and thinking, both as a spokesman for the company and in the execution of engagement programmes for its diverse base of employees. Based in Singapore, he was also charged with creating and managing innovation programs spanning ideation to commercialisation of new innovative payment solutions.

Olivier CrespinGroup Head Digital BankDBS Bank

Olivier Crespin was appointed the Group Head Digital Bank, DBS Bank in March 2014. Olivier joined DBS in July 2010 as Managing Director and Chief Operating Officer for DBS Private Bank. Shortly after, his responsibilities expanded to cover the wealth management and consumer banking businesses. Prior to joining DBS, Olivier was Citibank’s Global Head of operations for Private Banking. Concurrently, in his global role, he was International Head of Smith Barney’s Operations. During his 15-year tenure at Citibank, Olivier has held different business and operational positions across Europe, Latin America, Asia and North America.Olivier’s career started with BNP (Banque Nationale de Paris) Argentina where he was Director of Sovereign Debt Administration (Brady Plan). Olivier is well versed in English, French and Spanish and has wide international exposure. His public service awards included “Singapore most supportive boss” by the Singapore Sports Council and “Singapore H.E.A.L.T.H. Leader” by the Health Promotion Board. Olivier has a “Maitrise en Droit” Master Degree in Law from the Metz university, france. Olivier resides in Singapore with his wife and three daughters.

Patrick DonaldsonMarket Development Manager - Wealth, ASEAN. Financial & Riskthomson Reuters

Patrick is Market Development Manager, Wealth - ASEAN, for the Thomson Reuters Financial & Risk business based in Singapore. His role is to ensure that Thomson Reuters’ products & services meet the needs and expectations of Wealth Management customers by identifying, developing and launching news, analytics, risk and workflow solutions to the Wealth Management community across all asset classes and segments. Patrick joined Thomson Reuters in 2014. Previously, Patrick worked within the private banking industry in Singapore as Head of the European Desk at Barclays and Head of Private Banking at VP Bank (Singapore). He moved to Singapore in 2008 from London where he was a team leader for Barclays Wealth.Patrick is a Chartered Fellow of the Chartered Institute for Securities & Investment and has a BSc in Statistics from the University of Newcastle upon Tyne. Outside of work his focus is on being a husband, a father, a runner and a Scotsman.

SPE

AK

ER

S


Patrick EnjalbalGeneral Manager, Asia PacificSOFGEn

Patrick Enjalbal joined SOFGEN in 2008 as General Manager APAC after a 25-year career in the domestic international banking and financial industry, and a background in consulting services. Based in Singapore, Patrick is in charge of expending SOFGEN’s footprint in the Asia Pacific region. Before joining SOFGEN, Patrick worked for Steria Group a French-based IT company, where his last position was pre-sales director after having been in charge of Banking Business Solutions. In 1979, Patrick graduated with a diploma from Ecole de Commerce de Paris and obtained a degree in Finance and Administration Management in 1982.

Peter ScottGeneral Manager, Asia Pacificavaloq

Peter Scott began his career with Barclays Bank, gaining experience within wholesale, corporate finance and e-banking. He has since held several roles within the SWIFT organisation, was the head of banking at Sun Microsystems Corp and the head of wholesale banking at Misys Plc. An experienced business leader, Peter blends many years of commercial experience with an in-depth knowledge of technology and banking systems. As the chief executive officer of Avaloq Asia, Peter is tasked with ensuring that the innovative software provider achieves its goal of becoming the leading integrated and comprehensive solutions provider for wealth management, universal and retail banks and for spearheading the group’s expansion in the APAC BPO market.

Rajiv agarwalManaging director arete Financial Partners

Rajiv is the founder & managing director of Arete Financial Partners, focused on executing consulting in the areas of investment advisory, strategy and business transformation services including digital, process re-engineering, risk management and sales & marketing. Prior to founding Arete Financial Partners, Rajiv worked in Asia and Europe in various countries across the different functional groups in across private, consumer & commercial banking with ABN AMRO and Citibank. His last role was chief executive officer of ABN AMRO Consumer Banking in Europe. Rajiv has led large-scale transformation of the business using planning & analytics, seasoned leadership and people management skills. He has worked on large scale transformation of businesses and turnarounds.

urs lichtenbergerDirector, Program Head Digital Private Banking, Chief Operating Officer Department Private Banking Asia PacificCredit Suisse

Urs is responsible for the Digital Private Banking Program and the Business Integration department within Credit Suisse’s Private Banking Asia Pacific business area. He has 15+ years of experience in successfully leading transformational projects and setting up change management capabilities within the financial industry across Asia and Europe. He holds an executive MBA from the University of St. Gallen in Switzerland and is residing in Singapore.

SPE

AK

ER

S


tony GreenwoodDirector, Global Transformation, Strategy and Business Performance TeamRBC Wealth Management

Tony Greenwood is Director, Global Transformation for the RBC Wealth Management, Strategy and Business performance Team based in asia. in his role, he is involved in the management of strategic initiatives with a focus on enterprise and global transformational programmes, which includes working closely with IT, external vendors and business teams. Tony has been with RBC Wealth Management since 2008, working in London, Hong Kong and Singapore. He has 30 years of experience in the financial services industry, having previously worked with Coutts & Co, Royal Bank of Scotland, Lloyds Private Banking, Barclays Bank, and other UK-based firms.

valerie Bruce e-Business SpecialistOld Mutual international

Valerie has worked in Financial Services for over 30 years with the last 13 years working in the E-Business area. She has worked extensively with the electronic standards organisation, Origo, in the uk, developing the data interchange standards for financial Service providers, as well as implementing these standards within product providers and 3rd party services. More recently she has been active in the digital communications area, looking at how advisers use all aspects of digital and technology to run their businesses and communicate with customers. This includes social media strategies and back-office services.

thomas askew Head product engineering, investment and BancassuranceStandard Chartered Bank

An expert in Consumer Banking Wealth Management and Private Bank business domains with 15+ years experience including Global Team Leadership, Programme Management, Lean Operational excellence, Banking Consultancy, Technology Development, and Operations change Management. Built high performing teams from ground up ensuring a close alignment to key metrics supporting the business strategy. Evidenced by high levels of staff engagement, focused training/development, ensuring the right linkages across the organisational matrix and strong feedback loops from business stakeholders. Managed the transformation of teams to instil a culture of continuous improvement, and sustainability through careful succession planning. This has been demonstrated during rapid, but sustainable growth in many roles he has performed. Managed global delivery teams spanning across most regions of the globe. More recently, this involved large teams spread across nea, Sea and india. proven leadership in running significant Change and Run the bank programmes against aggressive benefit cases. Last role was managing a change and run portfolio of over USD 50mio annually. This required strong financial management governance and processes to be instilled into the teams he formed. Excellent track record of delivery and increasing management responsibility over large change programmes with backgrounds in both operations and technology spaces. This included direct experience with market leading technology platforms – for example, Temenos T24 platform. Possess very strong technology and operations project management and process re-engineering skills. Certified lean/six sigma leader under SCB. A history of working internationally, including 12+ years in Asia Pacific countries.

SPE

AK

ER

S


yashesh M. KampaniGeneral Manager, Banking and Financial Markets, ASEANiBM

Yashesh is responsible for IBM’s Banking & Financial Markets sector in ASEAN. In this role, he looks after the strategy, execution, business results and client satisfaction for the full range of IBM’s Banking & Financial Markets business in ASEAN. Before assuming this role, he was an Associate Partner at IBM Global Business Services (GBS), focusing on the Banking and Financial Markets sector. In this role, he had the responsibility of growing client relationships and winning large deals, which he successfully achieved with large global and regional banks.Prior to joining IBM, he worked with PwC, Arthur Andersen and Infosys and was involved in originating and advising on deals covering Structured Finance, CRM strategy, Market Entry strategies, Supply Chain strategy and implementations and Enterprise Transformations across uS, Hong kong and india. He has frequently been interviewed on cnBc Hong kong as an industry expert, and has been quoted in local press on matters related to investing in India. He holds an MBA from the University of Texas at Austin, and is currently residing in Singapore.

adrian hutzliHead of value-added ServicesSiX Financial information

Adrian Hutzli serves as Head of Value-added Services at SIX Financial Information. Over the years, he has successfully consulted and led the development of a lot of complex integration and innovation projects for banks together with partners. Most recently, Adrian Hutzli oversaw the development of a market information service for a digital banking initiative for an international private bank in Singapore. He has a broad knowledge of customer needs in the industrialisation of digital workflow in banking business.

Michael yueHead of Banking and Financial Services, Asia PacificGoogle

Michael leads the banking and financial services practice and is responsible for guiding top financial institutions in developing new integrated advertising strategies and digital business models. Prior to that he led the performance branding vertical in Google Canada which covered a wide range of industries including finance, retail, media, entertainment and startups Prior to joining Google, Michael began his career at Hewlett-Packard. He’s held positions in finance, marketing, sales, business management and eventually took HP’s largest enterprise product division leading it to record profits, revenues and market share. Outside of his professional life, Michael is an avid golfer and enjoys playing beach/indoor volleyball and hitting the slopes. He’s a graduate from the Richard Ivey School of Business but his greatest learning comes from spending time with his wife, family and friends.

SPE

AK

ER

S


Seamus DonoghueChief Executive Officerallocated Bullion Solutions

Seamus is the chief executive officer of Allocated Bullion Solutions (ABS). ABS is a Singapore based company that operates a global physical gold exchange that provides both liquidity and technology solutions. It offer a full end-to-end electronic trading platform for both the inter-dealer community and the investment sector as an alternative to the current manual and voice based processes in the OTC physical gold market. Seamus is a seasoned investment banker with over 20 years of experience in financial markets and strong a champion of electronic trading and infrastructure in OTC markets. Prior to ABS he was head of Asia G10 FX forwards and short term interest rate trading at Bank of America Merrill Lynch Japan, and before that co-head of global Yen linear interest rate derivatives at Barclays Capital Japan. He has worked as a portfolio manager at Bluecrest Capital and was previously co-head of the global finance group for Deutsche Bank in Japan. Seamus started his career with JP Morgan in Toronto, Canada, in 1991.

Erdem OzgulManaging director, South asianumerix

Erdem Ozgul manages sales and operations for Numerix in South Asia, covering India, South east asian countries, australia, and new Zealand. He is an avid change agent helping treasury and capital market participants to proactively address industry and client demands. Numerix is the market’s leading provider of risk analytics technology for the pricing, structuring, modeling, valuation and distribution of any derivative instrument, or portfolio. Numerix risk solutions enable global financial institutions to understand performance, analyse and anticipate future derivatives risks with unparalleled speed and accuracy. Prior to joining Numerix, Erdem served as Regional Product Business Director, Trade & Risk Management Practice for Reuters Asia. He held several senior-level positions in Reuters from 1998–2005. Erdem holds a MBA degree in financial engineering from eSSec in paris and a Bachelor of Science in electronics engineering from Bogazici university in istanbul.

allocated bullion solutionsLIQUIDITY & TECHNOLOGY

GOlD SPOnSOR

allocated bullion solutionsLIQUIDITY & TECHNOLOGY

GOlD SPOnSOR

CO

MPA

NY

PR

OFI

LE

32 REDEFininG thE DiGital EvOlutiOn in WEalth ManaGEMEnt 2015 - SinGaPORE GOlD SPOnSOR

about CREalOGiX

The CREALOGIX Group is a leading independent software house in Europe, and the Swiss market leader for digital banking, online payments and online learning solutions.

CREALOGIX has created an innovative and comprehensive product suite for the digital bank of tomorrow. Its focus is on changing customer needs for mobility, security, personalised advice and a comprehensive user experience.

The shares of CREALOGIX Holding AG (CLXN) are traded on the SIX Swiss Exchange.

www.crealogix.com

Leonteq’s explicit goal is to make a difference through particular transparency in structured investment products and to be the preferred technology and service partner for investment solutions.

We count on experienced industry experts with a focus on achieving client’s goals and a first class IT infrastructure, setting new standards in stability and flexibility.

THE QUINTESSENCE OF OUR MISSION STATEMENT

LET´S REDEFINE YOUR INVESTMENT EXPERIENCE

1st

Leonteq has received more than 15 awards since its foundation in 2007

LEGAL DISCLAIMER

Leonteq Securities (Singapore) Pte. Ltd (CMS100410-2) (“Leonteq Singapore”) is responsible for the distribution of this publication in Singapore. It is licensed and regulated by the Monetary Authority of Singapore for dealing in securities. The services and products it provides are available only for or in relation to institutional investors and accredited investors which are corporations, each as defined in Section 4A of the Securities and Futures Act (Cap. 289 of Singapore).

This document is being communicated to you solely for the purposes of providing information regarding the products and services that Leonteq Singapore currently offers, subject to applicable laws and regulations.

Any – including only partial – reproduction of any article or picture is solely permitted based on an authorization from Leonteq Singapore. No respon-sibility is assumed in case of unsolicited delivery.

© Leonteq Securities (Singapore) Pte. Ltd 2014. All rights reserved.

LEONTEQ SECURITIES (SINGAPORE) PTE. LTD.Company Registration Number 201134784N8 Marina View #39-02, Asia Square Tower 1 | Singapore 018960 | Phone +65 6690 5200 | Fax +65 6690 5298 | [email protected]

GOlD SPOnSOR

THE QUINTESSENCE OF OUR MISSION STATEMENT

LET´S REDEFINE YOUR INVESTMENT EXPERIENCE

1st

2014 HANDELSZEITUNG • CEO of the Year, Category Banking and Insurance

ERNST & YOUNG WORLD ENTREPRENEUR OF THE YEAR

• The jury has selected Jan Schoch to represent Swiss entrepreneurship at the World Entrepreneur Of The Year event

SWISS DERIVATIVE AWARDS • 1st Category Best Commodity Product• 1st Category Best Product on alternative Underlyings• Best Market Making Investment Products• Top Service Award

2013 ERNST & YOUNG SWITZERLAND ENTREPRENEUR OF THE YEAR

• 1st Category Emerging Entrepreneur

SWISS DERIVATIVE AWARDS • 1st Category Best Equity Product• Top Service Award• Best Market Making Investment Products• Special Award – Innovator and IPO

2012 SWISS DERIVATIVE AWARDS • 1st Category Precious Metals Products• Best Market Making Investment Products• Top Service Award

ZERTIFIKATE AWARDS AUSTRIA • 2nd Category Index- and Participation • 2nd Category Austrian Certificate of the Year

ECOFIN (ECONOMIA Y FINANZAS) – SPAIN • Most Innovative Product – COSI®

2011 SWISS DERIVATIVE AWARDS • 1st Category Commodity Products• Top Service Award

ZERTIFIKATE AWARDS GERMANY • Innovation of the year – COSI®

2010 SWISS DERIVATIVE AWARDS • 1st Category Yield Enhancement

2009 SWISS DERIVATIVE AWARDS • Special Award for Product Reports• 2nd Category Capital Protection

2008 SWISS DERIVATIVE AWARDS • 1st Category Yield Enhancement

MULTI-AWARD WINNING

AWARDED FOR TRANSPARENCY AND INNOVATION

LEONTEQ SECURITIES (SINGAPORE) PTE. LTD.Company Registration Number 201134784N8 Marina View #39-02, Asia Square Tower 1 | Singapore 018960 | Phone +65 6690 5200 | Fax +65 6690 5298 | [email protected]

CO

MPA

NY

PR

OFI

LE

36 REDEFininG thE DiGital EvOlutiOn in WEalth ManaGEMEnt 2015 - SinGaPORE SilvER SPOnSOR

about iRESS

IRESS is a principal supplier of share market and wealth management systems in Australia, asia, new Zealand, canada, South africa and the uk.

Our solutionsWe produce innovative, sophisticated solutions for serious financial market and wealth management participants.

Our two core product streams, IRESS and XPLAN, comprise an equity information and trading platform and an extensive suite of financial planning and associated tools.

Both product streams support a diverse range of roles and offer front, middle and back-office functionality.

All our solutions tailor to the individual needs of our clients.

Our clientsIRESS clients range from large corporations through to independent operators. We support all financial market and wealth participants who have a need to manage and monitor industry information.

Who we areWe are a progressive, service-based organisation that employs over 1,340 employees in 14 offices worldwide. Located in the centre of the major financial districts, our staff have local knowledge and industry experience. Open channels of communication keep us focused and informed across the entire business.

Our relationshipsWe strive for excellence in our relationships with clients and industry bodies alike. We are client-driven, responsive and promote a culture that supports working with our customers and the industry to face challenges and keep pace with industry developments.

Key contact

Jason HoangManaging directorT 65 6672 6270E [email protected]

One sign-on, one client view, one solutionfor Private Wealth Management

IRESS’ web-based Private Wealth Management solution seamlessly integrates the advice, order execution, portfolio and client management tools you need to deliver your private wealth

service and an exceptional experience to your clients. It’s ONE solution with multiple components critical to your business. It’s ONE sign-on, ONE client view and ONE interface enabling multiple

aspects of your client service. It’s the ONE solution to multiple business challenges.

PortfolioManagement

Client RelationshipManagement

Multi- device Adviser Interface and Client Access

Advice Creationand Execution

Order Management

Compliance and Business Management

IRESS provides connectivity, trading, wealth management and market data solutionsOffices in: Australia, Canada, Hong Kong, New Zealand, Singapore, South Africa, United Kingdom. www.iress.com

For more information: call +65 6672 6288 or email: [email protected]

C

M

Y

CM

MY

CY

CMY

K

Hubbis Advert V4.pdf 2 30/04/2015 20:58

CO

MPA

NY

PR

OFI

LE


as retail investors grow their wealth and become increasingly savvy in their investment choices, wealth managers are continually challenged to deliver a diverse range of investment products and an exceptional level of service. This is all while remaining compliant with progressively stringent regulations and mitigating the rising costs of operations.

The success of a wealth manager is in capturing new investors and retaining existing customers against this backdrop. The right technology underpinning the operations of a wealth manager is key in achieving growth, enabling scalability and delivering a differentiated customer service offering.

SS&C’s expertise in wealth management technology solutions covers the full lifecycle from customer acquisition and profiling, portfolio modelling and management, order management, investment transaction processing through to settlement, reconciliations, data management, analytics and reporting.

By partnering with SS&C to provide the technology that supports a scalable, reliable and efficient operation, wealth managers can be confident in delivering investors the reliability and transparency they need to manage their personal investments.

about SS&C

SS&C is a global provider of investment and financial software-enabled services and software focused exclusively on the global financial services industry. Founded in 1986, SS&C has its headquarters in Windsor, Connecticut and offices throughout Asia, Australia north america and europe.

With a long established presence through 10 offices across Asia, SS&C has local expertise covering professional services, account management, development and support to stay attuned to the unique needs of wealth managers in the region. SS&C’s clients globally manage, in aggregate, over $26 trillion in assets and choose SS&C as their preferred vendor to support their investment and wealth management operations. Additional information about SS&C (NASDAQ: SSNC) is available at www.ssctech.com.

Contact details

SS&C Technologies39 Robinson Road#18-02 Robinson PointSingapore 068911T 65 6768 9711

Increasing regulatory and competitive pressures mean wealth managers need new ways to bring efficiency and scalability into their operations. To support growth in this challenging environment, wealth managers require sophisticated technology and deep industry expertise in order to position their business for success.

SS&C’s scalable technology solutions and industry experience are why SS&C is the preferred vendor for top wealth managers looking to grow assets and maximize performance.

[email protected]

SS&C’s end-to-end solutions for wealth managers empower you to focus on what matters for your business.

SMART PEOPLE SUPERB TECHNOLOGY

CO

MPA

NY

PR

OFI

LE


about StatPro

StatPro is a global provider of portfolio analytics for the investment community. Our cloud-based services provide vital analysis of portfolio performance, attribution, risk and compliance. Hundreds of investment professionals use our cloud services directly or through a fund administrator/partner to perform sophisticated analysis, reporting and distribution every day.

With over 20 years of experience and expertise, we believe analytics should be sophisticated yet simple and useful as well as secure. StatPro data coverage includes over 3.2 million securities such as global equities, global bonds, global mutual funds, most families of benchmarks, FX rates, sector classifications and much else besides.

StatPro has grown its recurring revenue from less than £1 million in 1999 to around £28 million at 30 June 2014. StatPro floated on the main market of the London Stock Exchange in May 2000 and transferred its listing to AIM in June 2003. The Group has operations in Europe, North America, South Africa, Asia and Australia and approximately 500 clients in 36 countries around the world. Approximately 80% of recurring revenues are generated outside the uk.

SilvER SPOnSOR

StatPro Revolution is a sophisticated cloud-based portfolio analytics platform

GENERATE MORE SALESGenerate more sales and increase AUM by distributing your investment strategy analysis to clients and prospects. Take StatPro Revolution on the road with full tablet support.

IMPROVE CLIENT SERVICEEnable self-service client reporting with complete control and sign off. Upgrade from static monthly reports and revolutionise your investor communications and analysis distribution.

MEET TOUGH REGULATIONSTake control of compliance analysis and reporting. Manage your UCITS and AIFMD funds through a central online platform and say goodbye to costly outdated processes.

REDUCE COSTS Stop adding complexity to existing IT infrastructure. Unleash the power of cloud computing and see the ROI benefits of a service rather than managing costly software projects.

Visit www.statpro.com to request a demonstration

Contact our Hong Kong office on +852 3796 7065

THE MOST ADVANCED CLOUD-BASED PORTFOLIO ANALYTICS PLATFORM. STATPRO REVOLUTION HAS HELPED OVER 300

CLIENTS REALISE TRUE BUSINESS BENEFIT.

Waters-Technology-full-page-final.indd 1 02/02/2015 15:26:01

CO

MPA

NY

PR

OFI

LE


about vermilion Software

Vermilion Software is a leading global provider of client reporting technology and services to the asset management industry.

The Vermilion solution, Vermilion Reporting Suite, is designed to deliver accurate, flexible, and scalable client reporting and communications, empowering client service professionals to deliver multi-lingual, graphical, marketing-quality reports that are created through an automated process.

About Vermilion Reporting Suite (VRS)VRS is a one-stop browser based solution designed to address all critical business issueswithin the client reporting cycle. By selecting VRS, asset and wealth management firms benefit from a fully automated client reporting process, whatever the business environment. The system is designed to easily integrate into existing and established business processes, from high-touch, low-volume to low-touch, high-volume processes. Using VRS, firms can easily provide a transparent, value-added service for their clients as well as keeping abreast of regulatory requirements and internal business demands. VRS offers the flexibility for asset managers to choose how they want their reports to be presented to each client in terms of format, branding and the ability to drill through the charts to the underlying raw data.

Vermilion Reporting Suite (VRS)

A single solution for the automation of complex and high volume reportingVRS is designed to fit into existing and established business processes and is underpinned by a total process audit feature, satisfying corporate demands for compliance, marketingrequirements for branding and business requirements for the delivery of timely, accurate and professional reports. Comprising six key integrated services (Workflow Service; Data Gateway Service; Commentary Service; Report Generation Service; Distribution Service and Account Management Service) VRS delivers a transparent and proven method of streamlining the entire client reporting process.

Vermilion Reporting PortalThe Vermilion Reporting Portal (VRP) is a fully secure, highly scalable and customisablefront-end web portal. it is designed to be both business-user and customer facing as a natural extension of Vermilion Reporting Suite (VRS), delivering reports and data direct to your clients.

Contact details

Singapore officeVermilion Software PTE Ltd8 Marina viewasia Square Tower 1, level 07-04Singapore 018960Singapore T +65 6407 1060

Sydney Office Vermilion Software PTE LtdLevel 34, 50 Bridge StreetSydneyNSW 2000australiaT +61 (0)8216 0950

Boston Office Vermilion Software Inc100 Franklin StreetSuite 302BostonMA 02110uSaT +1 617 279 0799

london office Vermilion Software Ltd1 carey lanelondonEC2V 8AEunited kingdomT +44 (0)20 7234 3080

E [email protected]

nEW Release

Vermilion Slide Sorter and Ad-hoc Reporting toolVermilion has just released its VSS solution; enabling clients to create custom presentations from pre-defined slide libraries using an intuitive filmstrip interface.

VRS is available as a hosted service, or an in-house installationAdditional services that enable our clients solve current and future problems include:

Hosting service If required, we offer a secure and cost-effective hosting service with cloud infrastructure, accessible by your browser from any

location. With full security, failover and backup measures in place to ensure peace of mind for our clients, our hosting service is ISAE3402, ISO90001 and ISO27001 accredited. Independent penetration tests are regularly scheduled to ensure our platforms remain secure.

Translation serviceAutomated translations can be achieved through VRS or through partnership with a market leading corporate translation specialist, who offers report translation into any language. This semi-automated service integrates with the VRS Workflow Service to ensure that translations are fully signed-off and delivered on time.

Automated end-to-end client reporting and communications solutionVermilion for Institutional Asset Managers, Retail Asset Managers, Private Wealth, Alternative / Hedge Funds

Vermilion Reporting Suite (VRS) is a one-stop, browser-based solution designed to address all critical business issues concerning client reporting and client communications.

Reduced time to market Increased margins

Improved client retention Reduced operational risk

Established in 2003, Vermilion Software was one of the early pioneers of specialist

London: +44 (0)20 7234 3080 Boston: +1 617 279 0799 Singapore: +65 6407 1060 Sydney: +61 (0)8216 0950

Email to: [email protected] Visit: www.vermilionsoftware.com

VRS delivers a transparent and proven method of streamlining the entire client reporting process. Please call us to find out more.

✓

✓

✓

✓

Contact details

Vermilion Software PTE Ltd8 Marina ViewAsia Square Tower 1, Level 07-04Singapore 018960SingaporeT +65 6407 1060

E [email protected]

Sydney officeVermilion Software PTE LtdLevel 34, 50 Bridge StreetSydney NSW 2000AustraliaT +61 (0)8216 0950

Boston officeVermilion Software Inc 100 Franklin Street Suite 302BostonMA 02110USAT +1 617 279 0799

London officeVermilion Software Ltd1 Carey LaneLondon EC2V 8AEUnited KingdomT +44 (0)20 7234 3080

About Vermilion Software

Vermilion Software is a leading global provider of client reporting technology and services to the asset management industry.

The Vermilion solution, Vermilion Reporting Suite, is designed to deliver accurate, flexible, and scalable client reporting and communications, empowering client service professionals to deliver multi-lingual, graphical, marketing-quality reports that are created through an automated process.

About Vermilion Reporting Suite (VRS) VRS is a one-stop browser based solution designed to address all critical business issues within the client reporting cycle. By selecting VRS, asset and wealth management firms benefit from a fully automated client reporting process, whatever the business environment. The system is designed to easily integrate into existing and established business processes, from high-touch, low-volume to low-touch, high-volume processes. Using VRS, firms can easily provide a transparent, value-added service for their clients as well as keeping abreast of regulatory requirements and internal business demands. VRS offers the flexibility for asset managers to choose how they want their reports to be presented to each client in terms of format, branding and the ability to drill through the charts to the underlying raw data.

Vermilion Reporting Suite (VRS)

A single solution for the automation of complex and high volume reporting VRS is designed to fit into existing and established business processes and is underpinned by a total process audit feature, satisfying corporate demands for compliance, marketing requirements for branding and business requirements for the delivery of timely, accurate and professional reports. Comprising six key integrated services (Workflow Service; Data Gateway Service; Commentary Service; Report Generation Service; Distribution Service and Account Management Service) VRS delivers a transparent and proven method of streamlining the entire client reporting process.

Vermilion Reporting Portal The Vermilion Reporting Portal (VRP) is a fully secure, highly scalable and customisable front-end web portal. It is designed to be both business-user and customer facing as a natural extension of Vermilion Reporting Suite (VRS), delivering reports and data direct to your clients.

NEW Release

Vermilion Slide Sorter and Ad-hoc Reporting tool Vermilion has just released its VSS solution; enabling clients to create custom presentations from pre-defined slide libraries using an intuitive filmstrip interface.

VRS is available as a hosted service, or an in-house installationAdditional services that enable our clients solve current and future problems include:

Hosting serviceIf required, we offer a secure and cost-effective hosting service with cloud infrastructure, accessible by your browser from any location. With full security, failover and backup measures in place to ensure peace of mind for our clients, our hosting service is ISAE3402, ISO90001 and ISO27001 accredited. Independent penetration tests are regularly scheduled to ensure our platforms remain secure. Translation serviceAutomated translations can be achieved through VRS or through partnership with a market leading corporate translation specialist, who offers report translation into any language. This semi-automated service integrates with the VRS Workflow Service to ensure that translations are fully signed-off and delivered on time.

C

M

Y

CM

MY

CY

CMY

K

Asian Technology-hires.pdf 1 16/01/2015 12:48

redefining the digital evolution in wealth management ......focus on what matters most: your...

Documents