Event Agenda
- What’s driving growth in the Malaysian wealth management market?
- What do we need to do to move faster?
- What are the needs of your clients? How can you help them?
- Onshore / offshore
- How can we develop the advisory proposition and make money out of it?
- Can we change the mind-set and educate bankers to actually think about putting the client’s needs first?
- How do we approve the client experience? What does the industry need to do to prepare for inevitable changes?
- What’s the training and competency framework that’s relevant and most effective?
Chair
Michael Stanhope
Chief Executive Officer & Founder
Hubbis
Panel members
Alvin Lee
Head Group Wealth Management
Maybank
Pramod Veturi
Managing Director & Country Head, Wealth Management, Malaysia
Standard Chartered Bank
David Koay
Managing Director, Head of Wealth Management, Singapore & Malaysia Markets
BNP Paribas Wealth Management
Robert Foo
Managing Director
MyFP Services
- Global and Local market updates
- How to capitalise on the current market environment through Shariah investing
- Global trends and developments in investor migration
- What’s driving investor migration for Asian HNWIs?
- Key considerations for HNWIs in relation to residence and citizenship planning
- Overview – Asia in general
- Singapore and Hong Kong as wealth management centres
- Singapore & Hong Kong companies
- Brief summary on CRS & AEOI
- Other estate planning tools
- How to ensure effective account opening in the private banking and wealth management space?
- Any possibility to automate compliance/regulatory/KYC checks and risk calculation?
- How to stay ahead of your peers?
- How to make digital wealth a reality within your institution?
- Options for different segments: account aggregation, robo-advisory, hybrid advisory, thematic investing options, Sharia-compliance
- Regulatory progress and constraints across the region
- Organisational constraints to overcome
- How should we determine the risk profile of a client?
- How should investment products be risk rated?
- What are some of the leading market practices?
- Why do impact investing?
- What do we look for?
- A holistic approach to wealth management is fashionable to tout, but is it just a vacuous tagline?
- Is your relationship defined by product or advice?
- Unless your advisor has a conflict, do they have any interest?
- When ‘yes’ means ‘no’, and ‘no’ probably means ‘yes’
- The changing landscape of Asian wealth management: senior bankers offering their services in a regulated environment but outside the traditional banking platform
- For the family looking at succession planning and family governance issues
- Why the concept has emerged and how will it evolve in the foreseeable future
- How does CRS and information exchange create challenges or opportunities for wealth managers?
- Is this driving clients to get advice for the first time?
- What is the current level of knowledge and activity around preserving and protecting wealth?
- How do clients currently think about succession planning? What solutions do they use?
- How can we drive more effective and specific conversations about insurance and other products or structures for inter-generational wealth transfer?
- Who are the right professionals and advisers for families to engage? And how should they choose between them?
Chair
Michael Stanhope
Chief Executive Officer & Founder
Hubbis
Panel members
David Sussman
Managing Director
EFG Wealth Solutions
Mahesh Kumar
Partner
Withers
Philippe Legrand
Chief Executive Officer
London and Capital Asia
Noor Quek
Chief Executive Officer & Founder
NQ International
Irene Lee
Head of Business Development
Equiom Group
- Drivers in growth of investor demand in ESG
- Innovation in ESG analysis: tools, solutions and opportunities
- What are the priorities for insurance companies to develop their offerings to capture more of the wealth in Malaysia?
- The insurance industry is very profitable, but most of the money goes offshore. How can we keep it onshore?
- How do we drive the right types of needs-based conversations with our clients?
- How do we diversify the types of insurance products and solutions we sell to our clients?
- Where is new business going to come from over the next 5 to 10 years?
- What are the right tools and ways to engage clients today – and also the next generation?
Chair
Michael Stanhope
Chief Executive Officer & Founder
Hubbis
Panel members
Ken Yi Lam
Senior Product Manager, Bancassurance
Standard Chartered Bank
KL Wong
Chief Distribution Officer
StandardFA
- Anti-globalisation and protectionism
- Role of international finance centres in Asian wealth planning
- Merits of IFCs to the global economy
- Everyone has been talking about fee-based advisory year after year but nothing significant has happened. Why not?
- How can it work in practice? How should advisory processes and models be developed?
- Why is it important for the growth of the wealth management advisory industry? Threat or opportunity?
- The skills you need for a new age of wealth management
- What can be done to facilitate mutual fund distribution in a meaningful way?
- Is it likely that we can deepen fund penetration?
- How do we further expand the product range? Is there a role for ETFs?
- When will we see a genuine move towards advice?
- How can we drive portfolio-led conversations and rebalancing?
- How do we penetrate millennials? What model would work?
- How can regulations help speed to market, to be able to attract more HNW interest in portfolio diversification?
Chair
Michael Stanhope
Chief Executive Officer & Founder
Hubbis
Panel members
Munirah Khairuddin
Chief Executive Officer
CIMB-Principal Asset Management
Yap Ming Hui
Independent Financial Advisor, Author & Managing Director
Whitman Independent Advisors
Ai Mei Chan
Chief Marketing Officer
Affin Hwang Asset Management
Alvin Tan
Chief Executive Officer
StandardFA
Steven Seow
Head of Wealth Management, Asia
Mercer
Anthony J. Harper
Chief Executive Officer and Co-Founder
Managed Account Partners
- Will the markets retract in the second half of the year?
- How will the macro environment, interest rates, inflation and fund flows impact performance?
- What will be the impact of US markets?
- How will geo-political risks impact the landscape?
- What can you do to protect the portfolios from, and take advantage of, the large-scale structural shifts in the horizon?
Chair
Michael Stanhope
Chief Executive Officer & Founder
Hubbis
Panel members
Mohd Fauzi bin Tahir
Chief Investment Officer, Equities
RHB Asset Management
Ted Low
Partner
GAO Capital
Clement Lee
Director, Business Development, Head of Sales - Singapore & South-east Asia
Legg Mason
Shan Saeed
Chief Economist
IQI GLOBAL
Michael Chang
Chief Investment Officer, Fixed Income
RHB Asset Management
Jeremy Ng
Chief Executive Officer, Singapore and Head of Sales, Asia
Leonteq Securities
Workshops
- The Leading Citizenship-by-Investment Programs in the Caribbean
- European Citizenship-by-Investment in Malta and Cyprus
- Attractive European Residence-by-Investment Programs
- An introduction to Shariah investing and the opportunities
- Global Equities and Sukuk Strategy
- Getting to know Malaysia Sukuk Fund