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Private bankers in the BRICS economies are dealing with a twin challenge: educating their clients on the rigours of professional asset management at exactly the same time as the sands are shifting in the domestic investment environments where those clients have made their wealth. The nuances are different in each BRICS economy, but the sense of change is common to each of them.
These include a demand for professionalization, both in terms of their own approach to investment and the sophistication of their advisers; a trend to digital offerings; interest in private equity and environmental, social and governance (ESG) criteria; and diversification.
Panel III: BRICS private banking roundtable: Brazil, Russia, India, China, South Africa
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Panel III: BRICS economies and the commonalities of change
PANEL III AGENDA
OUR EXPERTS DISCUSS:
- How are clients in the BRICS markets engaging with the current key trends in Europe and the US, such as sustainability and ESG, gender, growing life expectancy, technology integration and improvement of client experience?
- What do HNWs across Brazil, Russia, India, South Africa and China invest in? What are the popular asset allocation strategies?
- Are clients looking to go global or do they mainly want to put their money back into the industries and communities where they made it?
- It is a common narrative that a lot of wealth in these economies is first generation. Do we see a trend in rising demand in for wealth succession services in the BRICS markets? What opportunities present themselves to wealth managers in the space?
- What trends do you see in the growth, sophistication and requirements of family offices in Asia, Russia, India, South Africa and Brazil? It's often assumed that Western family offices still lead the way in terms of creativity and innovation in FOs, particularly those in the US and Europe, but is this still true? Are family offices in the emerging markets more risk-and-reward heavy than their Western counterparts?
PANEL III SPEAKERS
Oisharya Das heads the Wealth Management business at Kotak Mahindra Bank Ltd. and has been an integral part of the Wealth Management business since its inception. She has played an important role in the business growth in India and overseas.
Oisharya chairs the management committee of the wealth management business that drives the business’ growth charter. Prior to taking over as CEO of the Wealth Management business in July 2019, as National Director, she spearheaded client relations at a national level, and established the non-resident business as well.
She started her career with the Kotak Mahindra Group in 1994. From 1999 to 2004, she led the private client services business for the eastern region at Kotak Securities.
Thereafter, she was responsible for the North, East and the West Regions of the Wealth Management business.
Oisharya is a graduate in Political Science, and has done her Masters in International Relations. She has completed her MBA from IIM Calcutta.
Maya Imberg is Senior Director of Thought Leadership and Analytics at Wealth-X. She is responsible for driving thought leadership, using data analytics to showcase the company’s products and services, and fostering knowledge sharing between Wealth-X and client organisations. She joined Wealth-X in 2016 as Director of Custom Research responsible for secondary research, data analytics and branded content. She has worked with clients such as Rolls Royce, Richemont, UBS, JPMorgan and Deloitte.
Maya has fifteen years of experience in research, spanning market research, macroeconomics and financial services. Prior to joining Wealth-X, Maya held Senior Consultant and Economist roles at the Economist Intelligence Unit and spent a number of years within Datamonitor’s Financial Services practice.
Maya holds an undergraduate degree in Economics from the University of Pennsylvania and an MSc in Comparative Politics from the London School of Economics. She speaks Spanish and Portuguese and has worked in China, the US and Belgium.
Rogério Pessoa Cavalcanti de Albuquerque is statutory Director and Head of Wealth Management at BTG Pactual. Mr Pessoa is based in Rio de Janeiro.
Mr. Pessoa joined Pactual in 1998 and became a partner in 2004. Mr. Pessoa has been either Head or Co-Head of Wealth Management since 2004. Prior to Pactual, Mr. Pessoa worked for Delta Bank as Vice President of Private Banking and for Prudential Securities as a broker in the International Client Accounts Division.
Mr. Pessoa received his bachelor’s degree in economics from the Pontifícia Catholic University of Rio de Janeiro and his MS from the University of Illinois.
Veronika Zhukova (VZ), Managing Director, Head of financial products development and innovations, Sberbank Private Banking, has worked with high and ultra-high net-worth clients in Russia, Europe and Singapore. She started her career at Citi, leaded Citigold proposition for Europe and Asia, before moving to join the Russian banking firm.
