Hubbis’ inaugural Malaysian Wealth Management Forum in June 2011 sought to foster open dialogue and debate on high-level issues facing the industry, while presenting specific ideas on international best practices as well as recent developments in the domestic market.

Date: June 2011

Tags: Malaysia, Training, Education

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Hubbis’ inaugural Malaysian Wealth Management Forum in June 2011 sought to foster open dialogue and debate on high-level issues facing the industry, while presenting specific ideas on international best practices as well as recent developments in the domestic market.

Through a combination of presentations and panel discussions, the event was structured as a professional education forum for diverse groups of stakeholders in the industry.

Around 250 delegates attended, including relationship managers (RMs), frontline advisers, investment specialists and product gatekeepers at private banks, consumer banks, wealth management firms and other key distributors in the local market.

Key issues covered by the panel discussions included:

• Why many wealthy Malaysians still choose to have their wealth managed in offshore private banking centres
• Reasons for attrition and effective ways to hire and retain staff
• The importance of aligning the interests of wealth managers and clients, and the role of incentives in facilitating this
• The appeal of Islamic wealth management, beyond faith-based reasons
• The increasing role of independent asset managers and other advisory models in Asia

The presentations focused on equity fund selection and analysis, the building blocks of portfolio construction, ETFs as an alternative investment tool, and the effect of quantitative easing on the US dollar.

The presentation material is available at this link: http://www.hubbis.com/forum/awmf2011_lk/presentations.php

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