HUBBIS EVENTS 2019

Events1-day conferences, thought-leadership discussions and exclusive gatekeeper networking

“We help you access your target clients in Asia in the most relevant,

tangible and cost-effective way.”

1 Hubbis

HUBBIS EVENTS 2019

E: events@hubbis.com | T: +852 2824 8343 | T: +65 6549 7918

Hubbis hosts professional, independent, educational and interactive events of varying scale. These include the best wealth management forums of their type in 10 local markets in Asia. We also host an annual event in the UAE.

WHO ATTENDS

Delegates include senior management, product gatekeepers, investmentspecialists and senior client advisers from the largest wealth management firms in each location, as well as key personnel in compliance, operations, risk management, technology, wealth planning and HR. Event reports, articles, interviews, videos and multi-media presentations are distributed across our full database following these forums.

WHY ARE WE DIFFERENT? UNIQUE ASPECTS OF OUR EVENTS

In 2018 – we hosted over 30 different events, involving more than 750 speakers, attended by over 7,500+ delegates, and sponsored by 175+organisations.

Sponsorship of an event is at PLATINUM, GOLD, SILVER or BRONZE levels

We believe our offer excellent connectivity with senior management in Asia – and most importantly relationship managers at the leading private banks, retail banks, independent wealth managers, IFAs and insurance companies.

Typical attendance by organisation Typical attendance by Job Role

WHY SPONSOR A HUBBIS EVENT?

View testimonialsView our 2019 Event Schedule

View post event report

By organisa�on

Private Banks

Retail Banks

IFAs

Insurance Companies

Independent Asset Management Companies

Single and Multi-Family Offices

35%

22%

17%12%

8%

6%

Readers – by job role

Senior Management - CEOs, COOs, Strategy

40%Product & Fund Gatekeepers / Investment Specialists

35%RMs / Client Advisers, Sales

12%Technology

6%Compliance, Operations, Risk Management

5%Wealth Planning

2%

Hubbis 2 E: events@hubbis.com | T: +852 2824 8343 | T: +65 6549 7918

FUN, CONSISTENT, RELEVANT, UNIQUE AND ENGAGINGWe are a small team. A family owned business who care about our clients and managing expectations consis-tently in the long-term. Our events are personal and enjoyable.

GREATER EXPOSUREWe write up and publish on-line all of the content from our forums. If your sponsorship includes a presentation or panel discussion, the content is captured, and we send it out afterward to our database across Asia.

Here are some examples:Hot Topics & Key Trends in Compliance for 2019 Tax Compliance in the Transparent New World

We can also arrange to record one or more 30-minute+ videos with you after the forum. This will be an in-depth version of the presentation, including slides. It will be made available to all delegates after the event. We also turn these video presentations into assessed learning material for subscribers to our on-line training platform.

Here is an example:Building global Private Banking models

BETTER AUDIENCE ENGAGEMENT Tools enable us to do polls and surveys to create more targeted, relevant and insightful content to help you benchmark your thinking.

INTERACTION WITH CLIENTS Send a list of key clients for us to invite on your behalf

COMPANY PROFILEAs a Hubbis partner, we will automatically put a profile of your firm on our website for 12-months.

INTERVIEWSWe can interview relevant colleagues on the day. Example: Laurence Lancaster, Sovereign Group

VALUE FOR MONEYWe charge reasonable fees for our services.

EDUCATIONThe material we produce is USEFUL AND USEABLE. It can be used by clients to meet their continuing professional development needs in a practical and robust way.

A HIGH RETURN ON YOUR INVESTMENTWe make a big effort to understand your needs and those of who attend our events. We continue to enhance our value proposition to maximise your time and make it more likely you can monetise your engagement.

FORMAT FOR EVENTS IN 20195 panel discussions, 6 speakers per panel - 45 minutes7 presentations – 10 minutes4 workshops – 40 minutes2 refreshment & networking breaks - 30 minutesLunch – 50 minutes

3 Hubbis

HUBBIS EVENTS 2019

E: events@hubbis.com | T: +852 2824 8343 | T: +65 6549 7918

EVENTS SCHEDULE 2019Compliance in Asian Wealth Management Forum, Thursday 17th January, SingaporeMiddle East Wealth Management Forum, Tuesday 22nd January, DubaiAsian Wealth Management Forum, Tuesday 26th February, Hong KongIndependent Wealth Management Forum, Thursday 7th March, SingaporeThailand Wealth Management Forum, Thursday 9th May, BangkokPhilippines Wealth Management Forum, Thursday 16th May, ManilaAsian Wealth Management Forum, Thursday 23rd May, SingaporeInvestment Solutions Forum, Thursday 13th June, SingaporeDigital Wealth Asia Forum, Thursday 20th June, SingaporeMalaysian Wealth Management Forum, Thursday 4th July, Kuala LumpurIndian Wealth Management Forum, Thursday 29th August, Mumbai Vietnam Wealth Management Forum, Thursday 12th September, Ho Chi MinhInvestment Solutions Forum, Thursday 19th September, Hong KongIndonesian Wealth Management Forum, Thursday 17th October, JakartaIndependent Wealth Management Forum, Tuesday 22nd October, Hong KongAsian Wealth Solutions Forum, Thursday 7th November, SingaporeTaiwan Wealth Management Forum, Tuesday 19th November, TaipeiChina Wealth Management Forum, Thursday 21st November, ShanghaiDigital Wealth Asia Forum, Thursday 28th November, Hong Kong

Hubbis 4 E: events@hubbis.com | T: +852 2824 8343 | T: +65 6549 7918

SPONSORSHIP OF 1-DAY FORUMSPLATINUMUSD 14,500

Host a 10-minute presentation in the morningDeliver a 40-minute workshop in the afternoonExhibition stand – to display banners, literature and gifts8 complimentary delegate passes for your teamPersonal invitations to your key clientsVideo interview on the dayBranding on the forum website – and all associated event materialsA double-page (A3) profile / advert in the forum brochureA single-page (A4) advert in the post event supplementThe full list of attendees after the event with contact details

GOLDUSD 8,500

Host a 10-minute presentation in the morningExhibition stand – to display banners, literature and gifts6 complimentary delegate passes for your teamPersonal invitations to your key clientsVideo interview on the dayBranding on the forum website – and all associated event materialsA double-page (A3) profile / advert in the forum brochureA single-page (A4) advert in the post event supplementThe full list of attendees after the event with contact details

SILVERUSD 5,500

Exhibition stand – to display banners, literature and gifts4 complimentary delegate passes for your teamPersonal invitations to your key clientsVideo interview on the dayBranding on the forum website – and all associated event materialsA single-page (A4) advert in the forum brochureA single-page (A4) advert in the post event supplement

BRONZEUSD 3,000

Shared table to display marketing literature and gifts3 complimentary delegate passes for your teamBranding on the forum website – and all associated event materialsA single-page (A4) advert in the forum brochureA single-page (A4) advert in the post event supplement

5 Hubbis

HUBBIS EVENTS 2019

E: events@hubbis.com | T: +852 2824 8343 | T: +65 6549 7918

WHY ARE WE DIFFERENT?Our strategic solutions, customised content and connectivity save you time and effort in promoting your brand and selling your products and services to the key wealth management firms in Asia in the most cost-effective way.

We believe that we have created a unique, multidimensional offering – a mix of specialist, localised andindependent content and events for anyone looking to access the leading firms and most senior gatekeepers inAsian private banking and wealth management.

We do this via specific areas of competency to create output and engagement with the right clients to help you:

Promote your brand in a more tangible and cost effective way Identify and prioritise clients by individual markets Determine what content is relevant to different audiences - and

how they want it delivered

COMMITMENT TO ASIA

We continuously adapt and refresh our format and content delivery. We are a family-owned business exclusively based in Asia, and run by principals who have been based in the region for over 23 years.

In addition to Hong Kong, Singapore – we have extensive connec-tivity across Asia, including Thailand, Malaysia, Indonesia, Philippines, India, Vietnam, China and Taiwan.

CONNECTIVITY

To reach the right individuals, we have developed aproprietary database and CRM solution that is revolutionary for our industry and separates us from our competitors.

We map in detail the right organisations and individuals – includ-ing their areas of interest and specialisation – to drive connectiv-ity between our events, digital content and print publishing.

We also host content on our unique online learningplatform – which focuses on Asian wealth management to enable an increasingly large number of RMs and client advisers to fulfill and report their critical compliance and mandatory continuing professional education needs to the relevant regulators.

Hubbis 6 E: events@hubbis.com | T: +852 2824 8343 | T: +65 6549 7918

We have more than 300 commercial relationships with many of the leading organisations across Private Banking, Retail Banking, Asset Management, Independent Wealth Management, Insurance, Technology, Professional Services and Consulting.

PARTNERS

7 Hubbis

HUBBIS EVENTS 2019

E: events@hubbis.com | T: +852 2824 8343 | T: +65 6549 7918

Hubbis 8 E: events@hubbis.com | T: +852 2824 8343 | T: +65 6549 7918

Below is a visual of the scope of our activities and areas of focus – and the audience for whom we provide them. We look to service all organisations and individuals involved in the various aspects of Asian wealth management.

WHAT WE DO AND WITH WHOM

INVESTMENT BANKS

ASSET MANAGEMENT

HEDGE FUNDS

PRIVATE EQUITY

INSURANCE

LAW FIRMS

TRUST COMPANIES

PROFESSIONAL SERVICES

TECHNOLOGY

CONSULTANTS

Chief Executive Officer

Head of Asia

Head of North / South Asia

Chief Operating Officer

Chief Product Officer

Head of Product

Head of Investment Advisory

Chief Investment Officer

Chief Strategist for Asia

Head of Research

Head of Compliance

Head of Risk Management

Chief Risk Officer

Chief Information Officer

Chief Technology Officer

Head of Wealth Planning

Head of Strategy

Head of Human Resources

Head of Technical Development

REGULATION & COMPLIANCE INVESTMENTS WEALTH SOLUTIONS

PUBLICATIONS PRESENTATIONS VIDEO Q&As

FAMILY OFFICES

INDEPENDENT WEALTH

PRIVATE BANKS

RETAIL BANKS

IFAs

INSURANCE

SKILLS TECHNOLOGYSTRATEGY & BUSINESS

MASS AFFLUENT

RETAIL

HNW

UHNW

EVENTS ONLINE LEARNING

BESPOKE THOUGHT LEADERSHIP EVENTS We arrange bespoke thought-leadership discussions in Hong Kong and Singapore, and all local markets in Asia – involving senior management and business heads in Asian Wealth Management – to debate, provoke, challenge, and discuss trends and outlook.

Please click here for further information

These discussions are held either in the form of a working-style lunch from 12.15pm to 1.50pm,or from 5.00pm to 6.30pm.

Our aim is to create interesting and useable content that not only can we use to disseminate to our readership, but also to provide you with useful materials, in multiple formats, to help position you as thought leaders. We can also concep-tualise with you ways to further raise your branding and position this content via social media.

COUNTRIESChina

Hong KongIndia

Indonesia Malaysia

Middle EastPhilippines Singapore

TaiwanThailandVietnam

TOPICSCompliance & Regulation

Digital & TechnologyEvents

IFAsIndependent Wealth

Insurance Investments

Learning & Development Private Banks

Retail BanksSkills

Strategy & Practice ManagementWealth Solutions & Planning

Publications & Thought LeadershipWorld Focus

SponsorshipThe cost is USD 9,500 per discussion.This includes us arranging all logistics, invitations, venue & food,managing the discussion and creating the output in editorial format

WHAT’S THE PROCESS?

We discuss and agree your objectives and expectations and conduct a survey

We agree on the date, location and specific topics We decide the specific hit-list with you – with the aim of getting 12 to 15

relevant senior individuals at the discussion We will look after the invitation process and all logistics and costs We will moderate the discussion (you are welcome to participate as

comoderators) We will write it up (either attributed or not) as a thought leadership article

– to be sent out to our database (and potentially use it in any relevant publications or a White Paper)

This content can also be used by you for your own marketing collateral We can also do a separate, in-depth video interview and/or video presenta

tion with your designated speaker(s) – either before or after the discussion We can create a micro-site (password protected if preferred) to house and

promote the content We can agree with you a strategy to disseminate this via Linked-in, Twitter

and other relevant social media

11 Hubbis

HUBBIS EVENTS 2019

E: events@hubbis.com | T: +852 2824 8343 | T: +65 6549 7918

A HIGH RETURN ON YOUR INVESTMENT We prioritise understanding your needs. We continue to enhance our value proposition to maximise your time and increase the opportunity to monetise your engagement.

STRATEGIC PARTNERSHIPWith over 300 commercial partnerships in Asia – we sit at the crossroads of many information flows. We can help you deepen and enhance your coverage and engagement of the leading gatekeepers across Private Banks, Retail Banks, IFAs, Insurance Companies and Family Offices / Independent Wealth.

UNMATCHED LOCAL MARKETS ACCESSIn addition to events in Hong Kong and Singapore, we host events and produce content in Thailand, Malaysia, Indonesia, the Philippines, India, Vietnam, China, Taiwan, Switzerland and UAE.

CONTENT DEVELOPMENTWe create digital collateral and content for you. Including white papers, videos, product presentations and webinars. Hubbis provides cost effective – interesting and unique thought-leadership content - that will help you enhance your brand and create tangible connectivity with relevant clients and prospects.

THE UNIQUE MULTIPLIER EFFECTWe enable you to leverage content created with us. For example, one speaking engage-ment at an event can form part of internal and external collateral and marketing in several ways: articles, quotes, videos and social media. In print and digital media.

EDUCATION AND CPDHubbis is the only provider of digital learning that is solely dedicated to the Asian wealth management industry. With over 150 institutions using our platform – this is a great opportunity to create content with you for their learning and CPD needs. Adding real value to your distribution partners.

We help firms reach their target audience in unique and impactful ways, at the best

possible value for money.

Hubbis 12 E: events@hubbis.com | T: +852 2824 8343 | T: +65 6549 7918

KEY CONTACTSMichelle StanhopeGeneral Manager

Michelle has 20 years of banking technology experience

across Asia Pacific, and possesses a broad understanding

of the business-related needs of institutions in this

space. She began her career at Thomson in Sydney,

later assuming responsibility for the Asia technology

team. She joined Credit Suisse in 1997, holding

management roles across the region. In 2007, she moved

to Wells Fargo as Asia Pacific head of technology services

until August 2014 when she joined the family business.

+852 6203 7156

michelle.stanhope@hubbis.com

Michael StanhopeFounder and Chief Executive Officer

Michael has an extensive background in financial services in

Asia, Europe and North America. He has been in Asia-Pacific

since 1995 – first in Hong Kong for six years, then in Sydney and

Singapore, returning to Hong Kong in 2007.

Before setting up Hubbis in early 2009, Michael founded Pacific

Prospect in 2002 and sold it to global business-to-business

publisher Incisive Media in 2006, continuing to serve as Chief

Executive Officer until October 2008. Prior to Pacific Prospect,

Michael worked for nine years in financial markets publishing.

He joined Euromoney Publications in 1993 as the publisher of

a quarterly magazine, International Bond Investor. In 1995,

Michael joined Thomson Financial Services to conceive and

launch Finance Asia magazine. While he was Managing Director

of Finance Asia, Michael also launched the Asian Debt Review,

Asian Private Capital Magazine and started the Finance Asia

Conference Business. In 1997, Michael founded FIA Limited.

Born in North Wales, Michael was head boy of St David’s College

Llandudno. He has a degree in Business Administration from

Cardiff University. He now lives in Sai Kung, Hong Kong, and is

married with three children - Reanna, Garett and Tarryn.

+852 6370 3812

michael.stanhope@hubbis.com

Hubbis was founded in March 2010 as a family-owned and run firm. We produce Content, Events and Digital Learning. Our ambition is to help everyone providing wealth management related products and services in Asia

become more competent and capable, so they can provide suitable and trusted advice to their clients. We have built a community of like-minded professionals who can inspire and challenge market

participants as well as those looking to join the industry - to instil more passion, professionalism and education.

We foster lively and thought-provoking dialogue, via social and other networking opportunities, for key individuals across different segments of the industry, and region-wide.

We strive to innovate and create new content, functionality and experiences through our website, events and other services.

We provide resources and tools, from foundation courses to technical training, to enhance and add depth to the career prospects of market practitioners.

We also want to help individuals ranging from emerging affluent through to UHNW understand how best to manage their wealth.

And help them understand how they can better manage their relationships with professional advisers.

Contact Us T: +852 2824 8343

E: partnership@hubbis.com