Successful client advisory starts and ends with banks’ most valuable assets — their front line staff. Ensuring continuity of client-to-adviser relationships and maintaining the highest-touch service levels have emerged as top priorities for banks in previous years, and look set to continue for the years ahead. Join us on 9 March 2022 for an illuminating discussion amongst industry leaders that focuses on the changing demands of customers in Asia Pacific and tackles big questions including:
- How have clients’ needs changed in the past 12 months and what new demands are now being made of the client advisers and the institutions they represent?
- Where have banks harnessed the power of artificial intelligence (AI) and brought into play AI techniques to both gain better insights in serving HNWI/UHNWI and mass affluent clients, and also improve RM/client engagement?
- How has the use of WeChat and WhatsApp been reconciled with the need to be fully compliant when meeting client demands?
- To which degree has the current regulatory environment supported private banking transformation initiatives to enhance the client journey, and conversely, where have been the greatest challenges in regulatory adoption?
About the speakers
John Plester
Regional Head of Transformation & Innovation, Asia, Global Private Banking at HSBC
John Plester is the Regional Head of Transformation & Innovation, Asia for Global Private Banking at HSBC.
He is responsible for delivering a wide range of transformation initiatives for HSBC Global Private Banking in Asia, covering digital, market expansion, new products, platform and risk & compliance initiatives. John has more than 30 years of experience in Investment and Private Banking, and joined HSBC in July 2000. For his first 10 years in HSBC, he held various Operational roles within the Global Banking & Markets business, including Regional Head of OTC Derivative Operations in both the UK and Asia. Since moving to the Private Bank 11 years ago, he has held various positions including Head of Operations, Head of IT, and Head of Change Delivery in the UK, and spent 3 years in Geneva, helping to implement Avaloq for the Swiss and Luxembourg entities, before doing the same in the UK and more recently Hong Kong and Singapore. Prior to joining HSBC, John worked for Barings and Caspian Securities (an emerging markets broking start-up) in London, New York and Hong Kong.
Laurent Rosfelder
Operating Head WM North Asia, UBS Global Wealth Management
Laurent is the Operating Head Wealth Management North Asia at UBS, based in Hong Kong.
Laurent has over 25 years of experience in financial services. Before taking on his current role, Laurent has held a number of management positions at UBS including Head Offering & Delivery for UHNW in APAC, Global Head Offering and Sales Management for Wealth Management, and Global Head Strategy & Business Development for Wealth Management & Swiss Bank, based in Zurich.
He has an MBA from INSEAD France and is a graduate of Licentiate in Economics at the University of St. Gallen Switzerland.
Pascal Wengi
Managing Director, North Asia, Avaloq
Pascal Wengi is the Managing Director of Avaloq North Asia and can count on over 15 years of experience in the financial technology industry.
Having lived in Singapore and Hong Kong for years he has worked closely with several wealth management firms that seized the advantage in dynamically evolving markets to renew their technology landscape and grow their client base.
Prior to that, Pascal has been with several technology vendors in Switzerland in numerous roles as Business Analyst and Project-, Account Manager delivering state-of-the-art financial solutions to the market.
Patrick Yip
Vice Chair, Deloitte China
Patrick Yip, an experienced international tax partner, is Vice Chair of Deloitte China. He specializes in US international taxation, China-Hong Kong cross-border taxation and structuring M&A transactions.
His clients include global and Chinese private equity funds and sovereign funds, and multinational companies in China and the US. He also advises high-net worth individuals on multi-jurisdictional trust and estate planning. In addition, he is a specialist in FATCA and CRS.
Patrick worked for a Big 4 accounting firm’s International Tax Group in San Francisco and Deloitte’s National Tax Office (International) in Washington DC. He regularly speaks at seminars and conferences and is widely published and frequently interviewed by the media. He was involved in tax policy discussions with both the Hong Kong and Chinese tax authorities. He is fluent in English and Chinese (Cantonese and Mandarin).
He graduated from the University of Texas at Austin with an MPA Degree in Taxation and a BBA Degree in Accounting with High Honors. He has an LL.M (Master of Laws) degree from the University of California at Berkeley (Dean’s List) and an undergraduate law degree (Hons) from the University of Cambridge. He also has an MBA degree (Hons) from the University of Chicago. He completed the Senior Executive Program for China at Harvard Business School.
He is a member of the AICPA and HKICPA. He won an award in the State of Texas for his CPA exam results. He was named by International Tax Review as a Leading Individual in Tax.
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