Agenda at a glance
8.40am
Registration
9.00am
Welcome Address
9.05am
Panel Discussion
Building capacity and capability in Thai wealth management
9.55am
Keynote Presentation
Evolution of private banking and wealth management resulting from digitisation
10.15am
WealthTalk
Building a future-proof wealth management offering
10.45am
Presentation
Growth through partnership – the unique Credit Suisse wealth management set-up in Thailand
10.55am
Refreshment & Networking
11.25am
Presentation
How to deliver a sustainable digital offering
11.35am
Presentation
Enhancing customer experience right from onboarding a client
11.45am
Presentation
What IF an Uber Wealth was born?
11.55am
Presentation
Buying vs building fintech solutions
12.05pm
Presentation
Investor migration and the rise of the global citizen
12.15pm
Presentation
Tax incentives for Singapore-based fund managers
12.25pm
Panel Discussion
Wealthy business families in Thailand – how do we meet their needs?
1.05pm
Lunch & Networking
1.50pm
Panel Discussion
Insurance – finding relevant solutions for Thai clients
2.25pm
Head - to - Head Q & A
Building a world-class wealth management business in Thailand
2.35pm
Presentation
The technology wake-up call for the buy-side: top 3 priorities for optimal performance
2.45pm
Presentation
Singapore & Hong Kong as Asian wealth management centres & overview of CRS and AEOI
2.55pm
Presentation
Lifting the lid on beneficial ownership
3.05pm
WealthTalk
Taking Asia’s independent community to the next level
3.15pm
Refreshment & Networking
3.40pm
Panel Discussion
The chicken and the egg: the asset management dilemma?
4.20pm
WealthTalk
My job is to make money for my clients – all I need are some magic bullets
4.30pm
Head - to - Head Q & A
Finding the right technology partner
4.40pm
Presentation
India - a bright spot in the global economy
4.50pm
Panel Discussion
How will you navigate the investment markets in 2017?
5.20pm
Forum Ends