Event Agenda
8.40am
Registration
9.00am
9.05am
Panel Discussion
How do we lay the foundations for wealth management in Vietnam?
- What is the potential for the development of the financial services landscape in Vietnam?
- Is there a meaningful role for wealth management?
- Local banks are not seriously looking at wealth management at the moment. Why is that? Will it change?
- What are the catalysts to kick-start the domestic market?
- What do customers really know about any of the products available? How can we better educate them?
- What do market developments such as the launch of derivatives mean for wealth management?
- How should we prepare for the potential that exists for wealth management in Vietnam – even though the market is not ready yet?
- Universal banks Vs local banks – who is best-placed to benefit from market growth when it happens?
- Where will wealth come from in Vietnam in the next 10 years – and how can we get prepared for it?
Chair
Michael Stanhope
Chief Executive Officer & Founder
Hubbis
Panel members
Lan Anh Do
Head of Wealth Management, Vietnam
Standard Chartered Bank
Fred Lim
Executive Director, Retail Banking
UOB Ho Chi Minh City Branch
Johan Nyvene
Chief Executive Officer
Ho Chi Minh City Securities Corporation
Bao Nguyen
Chief Executive Officer
Vietnam Capital Advisors
Kenneth Atkinson
Chairman, Grant Thornton Vietnam
Chairman, British Business Group Vietnam
Sylvie Ma
Managing Partner, Vietnam
Henley & Partners
9.55am
WealthTalk
- The relevance of private banking today in Asia
- The wave of consolidation: will we see more?
- The challenges in building a successful and relevant offering
- How to get your positioning right
10.25am
Presentation
- Why people need residence & alternative citizenship
10.40am
Presentation
- Overview – Asia in general
- Singapore’s ties with Vietnam
- Singapore and Hong Kong as wealth management centres
- Singapore & Hong Kong companies
- Brief summary on CRS & AEOI
- Other estate planning tools
10.55am
Refreshment & Networking
11.25am
Presentation
- Silos exist in any organisation – and those organisational silos have historically given rise to technology silos; think the marketing department owning the website while the IT department owns internet banking, with each typically being implemented using different technologies
- Some of the challenges with siloed technology are inconsistent user experiences, inability to provide information that is contextually relevant, and so on
- In this session we’ll demonstrate how customers have used Liferay Digital Experience Platform to enable cooperation between organisational silos and to implement solutions that break down technology silos
11.40am
WealthTalk
Portugal – the new IFC?
- How Vietnamese families are now using Portugal as an IFC
- What are the rules and how do they work in practice?
11.55am
WealthTalk
What does it take to be successful in wealth management today?
- Market challenges
- Industry trends
- What clients want from you
- How to be a successful wealth manager in today’s environment
12.25pm
Lunch & Networking
1.15pm
Panel Discussion
Asset management in Vietnam – driving the development of funds and an investment mind-set
- What are the opportunities and challenges for Vietnam’s asset management industry?
- How can we create the right framework for mutual funds in Vietnam?
- What players and expertise do we need to create a wider variety of products to help the market develop and create diversification?
- The mind-set of Vietnamese is still very short-term oriented – yet it’s impossible to get short-term gains from funds. How do we change the investor mind-set to look longer term?
- What else can we do to better educate customers?
- Where are the opportunities for both local and international investors?
Chair
Michael Stanhope
Chief Executive Officer & Founder
Hubbis
Panel members
Hoai Thu Nguyen
Managing Director
VinaCapital
Le Le Hang
Chief Executive Officer
SSI Asset Management
Kevin Snowball
Chief Executive Officer
PXP Vietnam Asset Management
Andreas Vogelsanger
Chief Executive Officer
AFC Vietnam Fund
2.05pm
WealthTalk
- Why do universal banks sell mutual funds?
- What is the infrastructure and expertise required?
- How do you build it?
- How important are funds for the overall wealth management business of banks?
2.15pm
WealthTalk
- What is the role of mutual funds in investor portfolios?
- How do they create diversification?
- What’s the outlook for mutual funds in Vietnam?
2.25pm
WealthTalk
Deepening the Vietnam market through IPOs
- How to increase liquidity and diversity in Vietnam
- Accessing IPOs
2.35pm
Refreshment & Networking
3.05pm
Head - to - Head Q & A
Developing the insurance offering in Vietnam
- Where are the biggest opportunities for insurance companies in Vietnam??
- How will the product offering develop and diversify?
- How can we improve the client experience?
- How can you make money via wealth management?
3.15pm
Head - to - Head Q & A
Accessing the multi-family office opportunity
- What is a multi-family office?
- Why did you set up your firm?
- How has that model evolved in Asia?
- What is the potential opportunity for firms to collaborate with you?
3.25pm
Panel Discussion
How can banks prepare for the wealth management evolution in Vietnam?
- When will wealth management become more important to the development of Vietnam’s financial landscape?
- Insurance is easier for banks to sell, and they make good money from it. So why should banks start to sell funds and other financial products?
- Will there be a B2C distribution model in Vietnam that differs from other Asian countries?
- What do market developments such as the launch of derivatives mean for wealth management?
- Is there scope for any other wealth management products?
- How many years is Vietnam behind other countries in terms of clients’ financial literacy and product development?
- What should the regulators do to help spur further development?
- What’s the outlook for the financial markets in Vietnam over the next decade?
Chair
Michael Stanhope
Chief Executive Officer & Founder
Hubbis
Panel members
Dung Dang Tuyet
Deputy Chief Executive Officer, and Chief Executive Officer of Retail Banking
Maritime Bank
Michael Gerber
Chief Executive Officer
360F
Andrew Hendry
Managing Director, Asia
Westoun Advisors
Piotr Zboinski
Head of Operations & Strategy, Management Consulting
Orbium
4.15pm
WealthTalk
- How do we achieve this?
4.30pm
Forum Ends
Workshops
11.25am
Workshop
Residence and Citizenship-By-Investment programmes
- Immigration programmes available
- The Malta Residence & Citizenship programme
- EB-5 is not the last solution to the US
- Comparison with the Grenada Citizenship programme
11.55am
Workshop
Breaking down silos in financial services
- Silos exist in any organisation – and those organisational silos have historically given rise to technology silos; think the marketing department owning the website while the IT department owns internet banking, with each typically being implemented using different technologies
- Some of the challenges with siloed technology are inconsistent user experiences, inability to provide information that is contextually relevant, and so on
- In this session we’ll demonstrate how customers have used Liferay Digital Experience Platform to enable cooperation between organisational silos and to implement solutions that break down technology silos