UBS Wealth Insights 2022

A Year of Discovery
13-14 January

What is the next big thing you should consider for 2022?

Looking longer-term, we see opportunities in the ABCs of technology – artificial intelligence (AI), big data, and cybersecurity. 67% of surveyed investors also consider tech to be the most attractive sector to invest in.

Buy the winners of global growth

Invest in disruptive technologies

Position for the net-zero
carbon transition

Position for a stronger
dollar

After two years marked by lockdown and reopening, in a Year of Discovery we are set to learn what a new “normal” looks like, in a world transformed by the effects of the pandemic.

We expect a year of two halves, with high rates of growth and inflation in the first half, favoring cyclical markets including the Eurozone, giving way to lower growth and inflation in the second half, supporting defensive sectors including healthcare.

Looking further ahead, the net-zero carbon transition and technological disruption are set to prove the most consequential investment trends of the coming decade, and we see particular opportunity for firms engaged in greentech and sustainable solutions, as well as in enabling technologies like AI, big data, and cybersecurity. We hope that this Year Ahead 2022 brings you the context and ideas to understand, and benefit from, the key trends impacting our world.


UBS Wealth Insights in one of the flagship forums of UBS Wealth Management, bringing together business leaders, thought leaders, top industry experts, all sharing their professional insights and actionable takeaways into the new year. For the past decade, we have invited more than …….

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Participants

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Speakers

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Sessions

Highlights video - Day 1

Highlights video - Day 2

Awards video

CIO Year Ahead 2022

January 13

Opening video

Welcome Address

Speaker:

Ms. Amy Lo, Co-Head Wealth Management Asia Pacific, UBS Global Wealth Management; Head and Chief Executive, UBS Hong Kong

CIO 2022 Global Outlook

Speaker:

Mr. Mark Haefele, Chief Investment Officer, UBS Global Wealth Management

CIO 2022 APAC Outlook

Speakers:

Dr. Yifan Hu, Regional Chief Investment Officer & Head Macroeconomics APAC, UBS Global Wealth Management

Ms. Eva Lee, Head Greater China Equities, UBS Global Wealth Management Chief Investment Office
Ms. Stephanie Choi, Sustainable & Impact Investing Strategist, UBS Global Wealth Management, Chief Investment Office

Moderator:

Ms. Min Lan Tan, Head Chief Investment Office APAC, UBS Global Wealth Management

Keynote Panel – Fireside Chat

Keynote Speaker:

Mr. Henry R. Kravis, Co-Founder and Co-Executive Chairman, KKR

Moderator:

Mr. Mark Haefele, Chief Investment Officer, UBS Global Wealth Management

Nobel Laureate Perspective

Speaker:

Professor Eric S. Maskin, Professor of Economics at Harvard University, 2007 Nobel Laureate

Moderator:

Ms. Donna Kwok, Head of Asia Pacific Strategy, UBS Asset Management

Luncheon Panel – Fireside Chat with Star Athletes (Cantonese)

Speakers:

Ms. Siobhán Haughey, Hong Kong Competitive Swimmer, Women’s 200m Freestyle World Record Holder

Ms. Minnie Soo, Hong Kong Table Tennis Player
Ms. Lee Ho Ching, Hong Kong Table Tennis Player

Moderator:

Ms. Amy Lo, Co-Head Wealth Management Asia Pacific, UBS Global Wealth Management; Head and Chief Executive, UBS Hong Kong

Panel Discussion - Sustainable Investment Panel

Speakers:

Mr. Mark Cheng, Founder and Managing Director, Social Innovation Circle

Ms. Stephanie Choi, Sustainable & Impact Investing Strategist, UBS Global Wealth Management, Chief Investment Office

Moderator:

Ms. Adeline Chien, Head of Wealth Management Hong Kong Domestic and South East Asia Hong Kong, UBS Global Wealth Management

Panel Discussion - Investment Panel

Speakers:

Mr. Ben Powell, Managing Director, Chief Investment Strategist for APAC, BlackRock Investment Institute

Mr. Doug Ostrover, Co-Founder, Owl Rock Capital Partners; CEO, Blue Owl Capital
Mr. Ken Geren, Head, Environmental Equities; Portfolio Manager, Environmental Focus Strategy, UBS O’Connor

Moderator:

Mr. Francis Liu, Managing Director, UBS Global Wealth Management

Panel Discussion - Millennial Panel

Speakers:

Mr. Andy Chan, Co-founder, Qupital

Mr. Ray Chan, Chief Executive Officer and Co-founder, 9GAG

Moderator:

Mr. Jamee Wong, Head, Private Client, UBS Global Wealth Management

Panel Discussion - Greater Bay Area Panel (Cantonese)

Speakers:

Mr. Leo Chiu, Chief Technology Partner, Click Ventures

Mr. Kevin CH Lau, Chairman & Executive Director, Trinity Medical Group

Moderator:

Ms. Marina Lui, Head of China, UBS Global Wealth Management

Panel Discussion - Technology Panel

Speakers:

Mr. Harry Man, Partner, Matrix Partners China

Mr. Sundeep Gantori, Equity Analyst, UBS Global Wealth Management Chief Investment Office

Moderator:

Mr. LH Koh, Co-head Global Family Office APAC, UBS Global Wealth Management

Panel Discussion - Property Panel

Speakers:

Mr. George Hongchoy, Executive Director and Chief Executive Officer, Link Asset Management Limited

Ms. Eva Lee, Head Greater China Equities, UBS Global Wealth Management Chief Investment Office
Mr. Simon Redman, Managing Director, Client Portfolio Management, Invesco Real Estate

Moderator:

Mr. Frank Niedermann, Head APAC Switzerland, UBS Wealth Management

January 14

Opening video (Mandarin)

Welcome Remarks (Mandarin)

Speaker:

Ms. Marina Lui, Head of China, UBS Global Wealth Management

CIO 2022 Greater China and Global Outlook (Mandarin)

Speaker:

Dr. Yifan Hu, Regional Chief Investment Officer & Head Macroeconomics APAC, UBS Global Wealth Management

Keynote Address - China financial reform and development from a global perspective (Mandarin)

Speaker:

Professor Li Yang, Chairman, National Institution for Finance and Development, Former Vice President of the Chinese Academy of Social Sciences

Panel Discussion - China Digital Economy: Development and Trend (Mandarin)

Speakers:

Dr. Patrick Lau, Deputy Executive Director, Hong Kong Trade Development Council

Dr. Yifan Hu, Regional Chief Investment Officer & Head Macroeconomics APAC, UBS Global Wealth Management

Moderator:

Ms. Wei Jingyi, Chief Editor and Chief Anchor, Hong Kong Cable TV / i-Cable Financial Info Channel

Panel Discussion – Market Development of the New Economy (Mandarin)

Speakers:

Mr. Harry Man, Partner, Matrix Partners China

Ms. Jane Sun, Chief Executive Officer, Director, Trip.com Group Limited

Moderator:

Ms. Binnie Wong, Head of New Economy Strategy Business Development, UBS

Panel Discussion - New Opportunities in Sustainable Investing (Mandarin)

Speakers:

Ms. Amy Song, Vice President of GCL-Poly Energy Holdings Limited

Dr. David Dai, GM of Shanghai SinoFuelCell Co., Ltd
Mr. Jacky Zhou, Assistant President of China State Construction International Holdings Limited

Moderator:

Ms. Wendy Luo, Regional Senior Bond Analyst, UBS Global Wealth Management, Chief Investment Office

Panel Discussion - From wealth creation to succession: The journey of succession planning for Chinese wealthy families (Mandarin)

Speakers:

Mr. Vincent Yeung, UBS (China) Limited Shanghai Branch Manager

Ms. Winnie Chiu, Partner, Yang Chan & Jamison LLP, Deloitte Legal Global Network

Moderator:

Ms. Francesca Chan, Senior Family Advisor, Family Advisory Greater China, UBS Global Wealth Management

Closing Remarks (Mandarin)

Speaker:

Ms. Marina Lui, Head of China, UBS Global Wealth Management

Speakers

Event Host

Amy Lo

Co-Head Wealth Management Asia Pacific, UBS Global Wealth Management
Head and Chief Executive, UBS Hong Kong

Biography(PDF, 73 KB)

Keynote

Henry R. Kravis

Co-Founder and Co-Executive Chairman, KKR

Biography(PDF, 50 KB)

Nobel Laureate

Professor Eric S Maskin

Nobel Laureate in Economic Sciences 2007
Professor of Economics, Harvard University

Biography(PDF, 67 KB)

Guest Speakers (In order of appearance)

Siobhán Haughey

Hong Kong Competitive Swimmer, Women’s 200m Freestyle World Record Holder

Biography(PDF, 71 KB)

Minnie Soo

Hong Kong Table Tennis Player

Biography(PDF, 73 KB)

Lee Ho Ching

Hong Kong Table Tennis Player

Biography(PDF, 75 KB)

Mark Cheng

Founder and Managing Partner, Social Innovation Circle

Biography(PDF, 66 KB)

Ken Geren

Chief Investment Officer Environmental Equities,
UBS O’Connor

Biography(PDF, 64 KB)

Ben Powell

Managing Director, Chief Investment Strategist, APAC, BlackRock

Biography(PDF, 70 KB)

Doug Ostrover

Co-Founder & CEO, Owl Rock Capital Partners

Biography(PDF, 67 KB)

Andy Chan

Co-Founder,
Qupital

Biography(PDF, 82 KB)

Ray Chan

CEO & Co-founder, 9GAG

Biography(PDF, 65 KB)

Leo Chiu

Chief Technology Partner, Click Ventures

Biography(PDF, 76 KB)

Kevin CH Lau

Chairman & Executive Director, Trinity Medical Centre

Biography(PDF, 86 KB)

Harry Man

Partner, Matrix Partners China

Biography(PDF, 77 KB)

George Hongchoy

Executive Director and Chief Executive Officer, Link Asset Management Limited

Biography(PDF, 85 KB)

Simon Redman

Managing Director, Client Portfolio Management Invesco Real Estate

Biography(PDF, 60 KB)

Li Yang

Chairman, National Institution for Finance and Development

Biography(PDF, 68 KB)

Ray Dalio

Founder, Co-Chairman and Co-CIO, Bridgewater

Biography(PDF, 67 KB)

Wei Jingyi

Chief Editor and Chief Anchor, Hong Kong Cable TV / i-Cable Financial Info Channel

Biography(PDF, 89 KB)

Dr Patrick Lau

Deputy Executive Director, Hong Kong Trade Development Council

Biography(PDF, 92 KB)

Jane Sun

Chief Executive Officer, Director, Trip.com Group Limited

Biography(PDF, 105 KB)

Jacky Zhou

Assistant President, China State Construction International

Biography(PDF, 70 KB)

Amy Song

Vice President of GCL-Poly Energy Holdings Limited

Biography(PDF, 66 KB)

Dr. David Dai

General Manager, Shanghai SinoFuelCell Co., Ltd.

Biography(PDF, 75 KB)

Winnie Chiu

Partner, Yang Chan & Jamison LLP, Deloitte Legal global network

Biography(PDF, 72 KB)

UBS Speakers (In order of appearance)

Mark H. Haefele

Chief Investment Officer
UBS Global Wealth Management

Biography(PDF, 52 KB)

Tan Min Lan

Head Chief Investment Office APAC
UBS Global Wealth Management

Biography(PDF, 59 KB)

Dr. Yifan Hu

Regional Chief Investment Officer &
Head Macroeconomics APAC,
UBS Global Wealth Management

Biography(PDF, 56 KB)

Eva Lee

Head Greater China Equities
UBS Global Wealth Management Chief Investment Office

Biography(PDF, 66 KB)

Stephanie Choi

Sustainable & Impact Investing Strategist
UBS Global Wealth Management Chief Investment Office

Biography(PDF, 64 KB)

Donna Kwok

Head of Asia Pacific Strategy
UBS Asset Management

Biography(PDF, 73 KB)

Adeline Chien

Head of Wealth Management Hong Kong Domestic and South East Asia
Hong Kong
UBS Global Wealth Management

Biography(PDF, 68 KB)

Francis Liu

Managing Director, UBS Global Wealth Management

Biography(PDF, 56 KB)

Jamee Wong

Head, Private Client
UBS Global Wealth Management

Biography(PDF, 62 KB)

Marina Lui

Head, Wealth Management China
UBS Global Wealth Management

Biography(PDF, 59 KB)

Sundeep Gantori

Equity Analyst, Chief Investment Office, UBS Global Wealth Management

Biography(PDF, 70 KB)

L H Koh

Co-Head Global Family Office , APAC
UBS Global Wealth Management

Biography(PDF, 57 KB)

Frank Niedermann

Head, APAC Switzerland
UBS Global Wealth Management

Biography(PDF, 40 KB)

Thomas Fang

Head of China Global Markets, UBS

Biography(PDF, 90 KB)

Binnie Wong

Head of New Economy Strategy Business Development, UBS

Biography(PDF, 108 KB)

Wendy Luo

Analyst, Chief Investment Office, UBS Global Wealth Management

Biography(PDF, 54 KB)

Vincent Yeung

Branch Manager, UBS (China) Limited Shanghai Branch

Biography(PDF, 65 KB)

Francesca Chan

Senior Family Advisor, Family Advisory Greater China, UBS Global Wealth Management

Biography(PDF, 66 KB)