We were delighted to host this event in 2018.
Over 300 CEOs, senior management, product/fund gatekeepers and business heads across advisory, compliance, technology and other key areas – working at local and international Private Banks, Retail Banks, IFAs, Insurance Companies, Single and Multi-Family Offices, and other Independent Wealth Management Firms joined us on the day.
Malaysian Wealth Management Forum 2018
Ritz Carlton, Kuala Lumpur, Malaysia
A community of leading organisations within Asian Wealth Management
Senior figures in Asian Wealth Management are speaking at this event
Manoj Prajapati
Allfunds
Yvonne Mok
Appway
Felix Kan
Appway
Irene Lee
Hawksford
Dominic Volek
Henley & Partners
CheeMee Ho
Henley & Partners
David MacDonald
Hubbis
Gez Owen
Hubbis
Why you should attend Hubbis events
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Ritz Carlton, Kuala Lumpur, Malaysia
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8.40am
Registration
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9.00am
Welcome Address
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9.05am
Panel Discussion
A rapidly evolving wealth management offering in Malaysia
- How do the different players – wealth management, insurance and banks compete or complement each other?
- Asset management companies - growing well, broadening distribution and improving processes?
- How important is digital today?
- Offshore / onshore. Where is the long-term opportunity?
- Who is making a commitment to building an onshore business and why?
- Is there a hybrid model where international banks can work with onshore banks?
- What changes are we seeing in client expectations and behaviour?
- Where will the continued growth come from and what are your priorities?
- Are more advisory firms adopting a fee-based concept instead of product based selling?
- How is Malaysia continuing to develop as a centre of excellence for Islamic wealth and asset management?
- How would the Common Reporting Standards (CRS) and Automatic Exchange of Information (AEOI) affect HNW Malaysian clients having offshore accounts?
- Where can we find talent?
Chair
Speakers
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9.55am
Head - to - Head Q & A - Recent Trends and Developments in Investor Migration
- 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
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10.10am
Presentation - “Amazon-style” Banking Experience
- What is the general impression of online banking?
- What is “Amazon-style” Banking Experience?
- Amazon tech style vs. Starbucks experience in banking
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10.20am
Panel Discussion
TECH / DIGITAL = Faster, cheaper and better wealth management
- Is building digital distribution important?
- Will all the bank branches disappear?
- Build it yourself or PLUG & PLAY?
- What digital trends are we seeing elsewhere?
- Which technology solution provider do I choose?
- What are the consequences of not doing enough or anything?
- What is the client experience supposed to look like?
Chair
Speakers
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11.00am
Presentation - Current Wealth Management Trends
- Overview - Asia in general; GDP and Growth
- Updates on Singapore and Hong Kong as Wealth Management Centres
- Brief Updates on CRS and AEOI
- Tax compliant estate planning tools
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11.10am
Refreshment & Networking
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11.35am
Presentation - Whats the growing relevance of Gold within wealth management in Asia?
- Key findings that we discovered in the recent survey we did?
- What are the risks to avoid?
- Where is the opportunity for you?
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11.45am
Presentation - How to use Structured Investment Solutions in a changing market
- A suitable solution for each market conditions
- Benefit from market volatility
- A great diversification tool
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11.55am
Presentation - Emerging Trends in Portfolio Advisory
- Systematic approach to discussing market scenarios
- Handling of structured products
- Address questions on impact and sustainability of product ideas
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12.05pm
Head - to - Head Q & A - Platforms helping put together a successful Wealth Management proposition
- How does the platform work?
- How do asset managers find value by using a platform like yours?
- Real headaches you see for client and how can platform solve some of the problems
- Can you share your experience of how fund distribution has evolved elsewhere? For example in the Middle East
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12.25pm
Presentation - Relationships & How to Build Them
- Augment your reality
- The human advantage
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12.40pm
Presentation - Private Banking into the Future: What’s the latest trend of private banking in Asia?
- What are the some of the trends we are seeing today in Asian Private Banking?
- How are the needs of wealthy clients in Asia changing?
- What are the challenges that the industry faces today?
- How will the investment offerings change in the next few years?
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1.00pm
Presentation - Successful Wealth Preservation across Generations
- Circumvent pressure and reduce uncertainty for business owners and families
- Strengthen stakeholder confidence
- Improve employee morale
- Prevent significant business interruptions
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1.10pm
Lunch & Networking
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1.50pm
Room A – Workshop - Creating Operational Efficiency & Scalability across Distribution Network
- Role of Digitalization
- Increasing importance of Aggregator and their acceptability in Europe
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1.50pm
Room B – Workshop - The World’s Leading Residence - and Citizenship-by-Investment Programmes
- Overview of Immigration programmes
- The leading Citizenship-by-Investment Programmes in the Caribbean
- European Citizenship-by-Investment in Malta and Cyprus
- Attractive European Residence-by-Investment Programme
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2.30pm
Room A – Workshop - The Opportunities of Advisor-Driven Online Wealth Management Business
- The threats of internet ventures to wealth management industry
- Empowering wealth management using internet technology: More affordable, more convenient, more accessible
- The client experience of advisor-driven online wealth management business
- The benefits of advisor-driven online wealth management business to the wealth management companies
- Robo advisor vs. advisor-driven online wealth management
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2.30pm
Room B – Workshop - “Amazon-style” Banking Experience in Action
- How does the “Amazon-style” experience apply to banking?
- What are the major items for consideration?
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Seeing the “Amazon-style” experience in action
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Hand-on experience
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2.50pm
Room A – Workshop - Challenges arising from the UK Criminal Finances Act 2017
- The new Corporate Offences of Tax Evasion
- The Statutory Defence of ‘Reasonable Procedures’
- Unexplained Wealth Orders
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3.10pm
Refreshment & Networking
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3.30pm
Panel Discussion
Investment Opportunities and Challenges – 2H 2018
- Are Malaysians becoming more international in our investment thinking?
- How are regional wealth managers changing their investment platform and proposition?
- What products do you have that you feel would are most valuable to clients in Malaysia today?
- What are your best and worst predications for 2H 2018?
- What potential strategies will enable investors get higher returns today while controlling risk?
- Where do you now turn to drive long-term returns for a portfolio?
- How do you best access China opportunities?
- What’s the increasing role of Physical Gold?
- How will you help clients shift mindset, investing style and portfolio holdings as the market transitions to a more volatile end-of-cycle phase?
- Active vs Passive
- Opportunities in structured products 2H 2018?
Chair
Speakers
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4.30pm
Forum Ends
Malaysian Wealth Management Forum 2018
Ritz Carlton, Kuala Lumpur,Malaysia
Manoj Prajapati
Allfunds
Yvonne Mok
Appway
Felix Kan
Appway
Irene Lee
Hawksford
Dominic Volek
Henley & Partners
CheeMee Ho
Henley & Partners
David MacDonald
Hubbis
Gez Owen
Hubbis
Alvin Lee
IHS Markit
Shan Saeed
IQI Global
Kelvin Lim
IRESS
Namit Khanna
InvestCloud
David Meier
Leonteq
Valentin Laiseca
MSCI
Hasham Esmail Piperdy
Mercer
Richard Chow
Pacific Trustees
Michael Chang
RHB Asset Management
Carmen Cheung
Samsung Asset Management
Pramod Veturi
Standard Chartered Bank
Martin Huxley
StoneX Financial Inc.
Edmund Lim
Swiss-Asia Financial Services
Khoo Lin Wein
Techcombank
Kimmis Pun
VP Bank
Dominic Gamble
Wealth Dynamix
Ming Hui Yap
Whitman Independent Advisors
Malaysian Wealth Management Forum 2018
Ritz Carlton, Kuala Lumpur,Malaysia
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Malaysian Wealth Management Forum 2018
Ritz Carlton, Kuala Lumpur,Malaysia
We were delighted to host our 8th annual event in Kuala Lumpur for the Malaysian wealth management industry. Over 260 senior individuals attended – including CEOs, senior management, product gatekeepers and business unit heads from the leading Private Banks, Retail Banks, IFAs, Insurance Companies and local Asset Management Firms.
Below for your interest and reference are links to various content we captured from the day. Please click on the orange headlines – and do send any comments or feedback to [email protected].
Content Highlights
Video Highlights
Video Highlights PDF
I Love Wealth Management
Photos
Event summary
Panel discussions
Presentations & Workshops
Videos
Post-event Report
You might also like to view the full Post-Event Report – which is a consolidated summary, including photos of speakers & delegates, the attendee profiles & some delegate feedback, polling results, and more.
Event Summary
Building on Malaysian market expansion in the UHNW segment: The Malaysian wealth management market is enjoying a period of rapid growth as the country’s economic expansion continues. The growing sophistication of the high net worth segment and the ultra-HNW market is encouraging the banks and other wealth providers to offer a far more diversified range of assets and services than ever before.
Video Highlights
At the Hubbis Digital Wealth Asia Forum in Hong Kong on November 9th, we interviewed leading industry experts.
Full Video Highlights
Full Video Highlights - Summary
I love wealth management
Yap Ming Hui Whitman Independent Advisors
Shan Saeed IQI Global
Lin Wein Khoo Maybank
Dominic Volek Henley & Partners
Kimmis Pun VP Bank
Hasham Esmail Piperdy Mercer
Dominic Gamble Wealth Dynamix
Alvin Lee MSCI
Namit Khanna Finantix
Martin Huxley INTL FCStone
David MacDonald Hubbis
Irene Lee Hawksford
Michael Chang RHB Asset Management
Felix Kan Appway
Panel Discussions
We held 3 interactive panel discussions throughout the day – which involved 23 senior industry practitioners who we invited to participate and share their thoughts. We have also incorporated into the summaries below the briefing notes which speakers sent to us in advance of the event. Plus, we have included the results of audience polling as well as questions we received from delegates. Click on each headline to view the web versions of these – from which you can also access the PDFs.
The Rapid Evolution of Malaysian Wealth Management
A panel of experts cogitated on the state of the Malaysian wealth management industry, as it grapples with rapid growth in numbers and asset of Malaysia’s high net worth clientele during the first panel discussion of the Malaysian Wealth Management Forum.
Panel speakers
Pramod Veturi Managing Director & Head, Wealth Management Standard Chartered Bank
Lin Wein Khoo Head of Private Wealth, Malaysia Maybank
Edmund Lim Executive Director - Wealth Management Swiss-Asia Financial Services
Kimmis Pun Managing Director, Head of Private Banking VP Bank
Hasham Esmail Piperdy Chief Executive Officer, Malaysia Mercer
Digital Technology: Facilitating Faster, Cheaper and Better Wealth Management?
A panel of experts in the digital technology and wealth management spheres assembled to decipher the latest digitisation trends and whether these will ultimately improve the ways in which wealth management practitioners reach their clients and improve the client experience and, most importantly, help portfolio performance.
Panel speakers
Ming Hui Yap Independent Financial Advisor, Author & Managing Director Whitman Independent Advisors
Kelvin Lim Head of Business Development, Asia IRESS
Namit Khanna Sales Director - SEA & India Finantix
Dominic Gamble Head of Asia Pacific Wealth Dynamix
Investment Opportunities and Challenges for the Malaysian Wealth Market
Are Malaysian HNWIs becoming more international in their investment thinking? What products do the wealth management experts believe represent the best opportunities for their clients for the next six to 12 months? How can advisers encourage the right products for long-term portfolio growth? What is the demand for China, for gold, for structured products and other defined strategies?
Panel speakers
Shan Saeed Chief Economist IQI GLOBAL
David Meier Director, Sales - Structured Solutions Leonteq Securities
Martin Huxley Head of Precious Metals, Asia INTL FCStone
Carmen Cheung Head of ETF & Index Team Samsung Asset Management
Michael Chang Chief Investment Officer, Fixed Income RHB Asset Management
Valentin Laiseca Executive Director MSCI
Presentations
Below are summaries of the Presentations and Wealth TALKS delivered at the event. These were 10-minute slots hosted either by senior industry practitioners who we invited to speak (Wealth TALKS), or by some of our event partners (Presentations). Also listed with each summary are links to the presentation slides (where these are made available by speakers). Click on each headline to view the web versions of these – from which you can also access the 1-page PDFs.
Investor Migration – Helping HNWIs with Offshore Citizenship and Residency Alternatives
Dominic Volek, Managing Partner and Head for Southeast Asia at global citizenship and residency consultancy Henley & Partners, spoke to Michael Stanhope in a head to head interview at the Malaysia Wealth Management forum. His message to the assembled wealth managers? That they should be aware of the many sensible Investor Migration options available to Asia’s HNWIs.
The Growing Importance of Gold for the Wealth Management Industry in Asia
Martin Huxley, Head of Precious Metals for Asia at INTL FCStone, gave a talk at the Hubbis Malaysia Wealth Management Forum highlighting the growing role for physical gold for the Asian wealth management market, as evidenced by a survey the firm conducted with Hubbis earlier this year.
Wealth Management in Asia: Rapid growth amidst regulatory proliferation
Irene Lee, Business Development Director, Intermediary and Partnership at Hawksford in Asia, shared some of her deep insights into wealth management trends in Asia, as the market faces the challenges of tightening tax regulations and intensifying global and local oversight.
Use of Structured Investment Solutions in Increasingly Volatile Markets
David Meier, Director of Investment Solutions Sales at Swiss-based Leonteq Securities, gave an introductory presentation at the Malaysia Wealth Management Forum highlighting the appeals of structured products as an ideal diversification tool, especially during the increasingly uncertain market conditions.
Client Relationships: How to Build and Sustain Them in the Digital World
David MacDonald, Head of Learning Solutions at Hubbis gave a talk at the Malaysia Wealth Management Forum to highlight the key importance of tuning in to the client from their perspective. To do so, he believes that the human skills should endure, augmented but not replaced by digital tools.
The Future of Asian Private Banking and Wealth Management – Views from VP Bank
Kimmis Pun, Singapore-based Head of Private Banking at VP Bank has a remarkable perspective on the world of wealth management in Asia, given her history of working with some of the region’s leading banks. She recently gave her insights to the delegates at the Malaysian Wealth Management Forum.
Achieving Successful Wealth Preservation and Succession Across Generations
Richard Chow, General Manager of Pacific Trustees Singapore, made a presentation at the Hubbis Malaysian Wealth Management Forum that highlighted how wealth management advisers and trustees can facilitate the often difficult succession of family businesses and wealth.
Learning from the Amazons and other Digital Leaders: How Banks can Benefit
Yvonne Mok, Director of Sales for Asia Pacific at Appway and her colleague Felix Kan, Appway’s Head of Services and Engagement Lead for APAC, presented both an introductory talk and a Workshop at the Malaysia Wealth Management Forum to explain the ‘Amazon-style’ online experience and how it can help inform wealth management firms in Asia of options for enhancing their digital experience, internally and externally.
iWealth Holistic Wealth Advisory: The Choice of the Millennials
Yap Ming Hui explained the concept, target market, uses and benefits of a new addition to Whitman’s holistic advisory service to delegates at the Hubbis Malaysian Wealth Management Forum in Kuala Lumpur. Yap is founder and managing director of Whitman Independent Advisors and his mission at the Forum was to introduce iWealth, an app launched very recently in June this year that provides Whitman’s target market of tech-savvy millennials from the high net worth and mass affluent sectors with affordable, sophisticated semi-automated wealth advice.
Malaysian Wealth Management Forum 2018
Ritz Carlton, Kuala Lumpur,Malaysia