Hubbis will be hosting the next annual Indonesia Wealth Management event in Jakarta on March 29 for the Private Wealth Management Community.

The event will feature the half-day-plus format we introduced with great success in 2022 to deliver the most efficient and engaging agenda, discussions and networking, beginning at 09.00 and ending at 14.00 after lunch (for those that would like to stay). 

Very simply, the event will focus on the evolution of wealth management in Indonesia’s maturing and diversifying market.

In Indonesia, wealth management trends include an increasing focus on digitalisation, ang growing demand for wealth management services from high net worth (HNW) individuals. Wealth managers can add value to their HNW clients by offering customized, personalized solutions based on their unique investment goals and risk tolerance, utilizing technology and digital tools to provide efficient and secure services, and staying up-to-date with the latest market trends and regulatory changes.

They can also differentiate themselves by offering unique investment products and services, such as impact investing and sustainable finance, providing comprehensive financial planning and wealth management services, and developing strong relationships with their clients based on trust and transparency.

Key elements of the event:

  • 4-6 specialist presentations
  • 3-5 panel discussions
  • A unique get-together enabling delegates to meet with 200+ leading wealth management practitioners from local, regional and international Private Banks, , Independent Wealth Management Firms, Family Offices, IFAs, Fund Houses, Insurance Companies, Digital Solutions Providers & FinTechs, Lawyers, Consultants and others…
  • An unprecedented opportunity to hear from more than 20 local and international speakers who are well-known experts in the Indonesian onshore and offshore wealth management and wealth advisory & solutions community.
  • Networking coffee and refreshment breaks
  • Lunch for those who wish to stay
  • And…the event will qualify for 3.5 hours of CPD

 

We will host panel discussions and presentations on these topics and more:

  • Wealth Leaders and the evolution of wealth management in Indonesia
  • Evolving Client Expectations and Needs and how the Competitors must adapt
  • Structuring Wealth and Optimising Legacy & Succession Planning
  • The regulators and the market’s drive for greater product and advisory diversification
  • Offshore or onshore? (Getting the balance right)
  • The Globalisation of Indonesian wealth and the evolving needs of Wealthy Indonesian clients and families
  • The trends to Domicile Diversification and alternative residence
  • Embracing FinTech and Digital Solutions for Tomorrow’s World
  • The Enhanced Role of Technology in Wealth Management
  • Wealth Management Reimagined – the Advisory-led Proposition
  • Investment Solutions and Advice – How does the wealth industry deliver as client expectations and needs evolve?
  • The expanding role for Islamic wealth management
  • Into the Future – the competitive environment in Indonesia’s wealth market

 

And by the way, CLICK HERE to view selected content and videos from the successful 2022 forum.

Mar 29

INDONESIA WEALTH MANAGEMENT FORUM - 2023

Shangri-La Jakarta, Indonesia

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A community of leading organisations within Asian Wealth Management

Featured speakers
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Senior figures in Asian Wealth Management are speaking at this event

Dr. Silvio Struebi

Simon-Kucher Global Strategy Consultancy

Guntur Putra

Pinnacle Investments

Antony Dirga

Trimegah Asset Management

Pieter Zylstra

additiv

David Lai

Premia Partners

Ivan Kusuma

DANA

Zac Lucas

Spencer West

Yulius Ardi

Bank Danamon

Why you should attend Hubbis events

Connect

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Find out how the industry can develop further & lessons it can learn from elsewhere. Improve skills and knowledge through a practical, enjoyable and interactive learning experience.

Enjoy

Hubbis events are not only consistent, relevant, engaging and unique but also highly positive, and fun experiences.

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Event Agenda
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  • 8.30am

    Registration

  • 8.55am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.00am

    Panel Discussion

    Wealth Managers - Survive and Prosper in the new world

    • How is the asset & wealth management industry evolving in the local market?
    • What are the trends and developments we are seeing in Asian private wealth management?
    • What growth potential lies ahead, and where are the key opportunities for the foreseeable future?
    • Fees are being pushed down by investors and regulators – how will wealth managers survive?
    • What has to change in the industry if it is to survive and prosper?

    Chair

    Dr. Silvio Struebi

    Partner

    Simon-Kucher Global Strategy Consultancy

    Speakers

    Meru Arumdalu

    Head of Wealth Management

    Standard Chartered Bank

    Yulius Ardi

    Head Of Wealth Management

    Bank Danamon

    Antony Dirga

    President Director

    Trimegah Asset Management

  • 9.30am

    Presentation - Wealth as a Service: Looking beyond the “Crazy Rich Asians”

    Yash Shah

    Partner

    Synpulse

    Global wealth managers are heavily investing with a laser focus on capturing the growing HNWI population in Asia’s emerging markets. The local universal banks are revamping their client segments to provide tailored advisory services to the wealthy. But are the resources being allocated towards the correct target client base? Are we missing the accelerated growth of a particular wealth segment which will overshadow the HNWI wealth base in the near future? Let’s look beyond Asia’s crazy rich and understand how WMs are gearing up with innovative wealth operating models to capture, service and retain this underserved population.

  • 9.45am

    Panel Discussion

    Evolving the Platform and Proposition

    • How have you been evolving your platform, processes, and products?
    • What are the changing expectations of clients?
    • How does this help you in the curation and delivery of advice?
    • Have you made any real progress in your digital journey?
    • How does digital improve your traditional value proposition?
    • What are the products and services you could offer? How can your proposition evolve?
    • What is you view on separate platforms that offer wealth management - external to a bank?
    • What do you think about digital assets?

    Chair

    Pieter Zylstra

    General Manager - APAC

    additiv

    Speakers

    Samdarshi Sumit

    President Director & CEO

    PFI Mega Life Insurance

    Sigit Prihatmoko

    Head of Strategic Planning Group, Strategic Planning Division

    Bank Negara

    Yash Shah

    Partner

    Synpulse

    Ivan Kusuma

    Head of Investment & Insurance

    DANA

  • 10.15am

    Presentation - Citizenship and Residency – Opportunities and Trends for the year ahead

    Ian Horsburgh

    Country Head of Indonesia

    Henley & Partners

    • Alternative residences or citizenships in times of Political Uncertainty
    • Domicile diversification – a new asset class
    • Real estate investment rankings for migration
  • 10.30am

    Panel Discussion - in partnership with Henley & Partners

    Current Trends and Concerns for International Families

    • How do you use offshore wealth structures? What are some of the risks?
    • How can you protect assets and wealth for the next generation?
    • What will be the effect of CRS?
    • What is the effect of beneficial ownership transparency?
    • Which centres are likely to be most attractive in the future?
    • What is the difference between a will and trust in Singapore?
    • What are the trends around citizenship and migration?

    Chair

    Scott Moore, IMCM

    Managing Director, Head of Indonesia and Philippines

    Henley & Partners

    Speakers

    Dionisius Damijanto

    Business Tax Partner, Financial Service - Indonesia

    Deloitte Touche Solutions

    Zac Lucas

    Partner – International Private Wealth

    Spencer West

    Ian Horsburgh

    Country Head of Indonesia

    Henley & Partners

  • 11.00am

    Refreshment & Networking

  • 11.30am

    Presentation - Growth of digital wealth management

    Pieter Zylstra

    General Manager - APAC

    additiv

    • Indonesia millennial investors
    • New requirements from digital natives investors
    • Future opportunity Wealth Management as a Service
  • 11.45am

    Presentation - China reopening and framing for 2023 opportunities in China and ASEAN

    David Lai

    Partner & Co-CIO

    Premia Partners

    • Where are we in China’s reopening trajectory, from business fundamentals to evolution of investor flows and allocations?
    • Tactical and strategic bets – why are policy supported sector leaders well placed to outperform?
    • Investment case and tailwinds supporting emerging ASEAN as the natural beneficiaries of China recovery and source of uncorrelated returns.
  • 12.00pm

    Panel Discussion

    Curating winning client portfolios following a challenging year

    • What are the opportunities and challenges for the year ahead?
    • How are you managing risk in 2023? Is it time to take on more risk?
    • What's your favourite asset class now?
    • How are you generating income for clients?
    • What's your view on alternative investments? Digital assets? Private Markets?
    • How do you choose the right investment partners?
    • How can you consistently deliver performance and differentiate your offering?

    Chair

    David Lai

    Partner & Co-CIO

    Premia Partners

    Speakers

    Antony Dirga

    President Director

    Trimegah Asset Management

    Alain Tandi

    Head, Bancassurance & Investment Management - Indonesia

    Maybank

    Guntur Putra

    President Director, CEO

    Pinnacle Investments

  • 12.30pm

    Presentation - Beneficial Ownership public access and the consequences for you

    Zac Lucas

    Partner – International Private Wealth

    Spencer West

    • What will this mean for you and your clients?
    • Timeline to implementation
    • Alternative Jurisdictions
  • 12.45pm

    Presentation - Proven strategy for driving revenue growth across digital channels

    Dr. Silvio Struebi

    Partner

    Simon-Kucher Global Strategy Consultancy

    • How do winning customer propositions look like in the future across retail wealth management?
    • How do we use dynamic pricing as a growth strategy in wealth management?
    • How can you better delight customers across digital channels and increase conversion?
  • 13.00pm

    Lunch

  • 14.00pm

    Forum End

Mar 29

INDONESIA WEALTH MANAGEMENT FORUM - 2023

Shangri-La Jakarta,Indonesia

REGISTER
Speakers

Dr. Silvio Struebi

Simon-Kucher Global Strategy Consultancy

Guntur Putra

Pinnacle Investments

Antony Dirga

Trimegah Asset Management

Pieter Zylstra

additiv

David Lai

Premia Partners

Ivan Kusuma

DANA

Zac Lucas

Spencer West

Yulius Ardi

Bank Danamon

Alain Tandi

Maybank

Ian Horsburgh

Henley & Partners

Samdarshi Sumit

PFI Mega Life Insurance

Yash Shah

Synpulse

Sigit Prihatmoko

Bank Negara

Dionisius Damijanto

Deloitte Touche Solutions

Meru Arumdalu

Standard Chartered Bank

Yifei Li

Alta

Mar 29

INDONESIA WEALTH MANAGEMENT FORUM - 2023

Shangri-La Jakarta,Indonesia

REGISTER
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Mar 29

INDONESIA WEALTH MANAGEMENT FORUM - 2023

Shangri-La Jakarta,Indonesia

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Summary

Setting the Scene for the 2023 Indonesia Forum

On March 29 in Jakarta, a hand-picked set of experts will look in depth at the key trends and developments that emerged in 2022, which was a truly interesting vintage that built further on the many positive changes and advances that we saw in previous years. In short, Indonesia is poised for continuing economic expansion and further rapid growth and diversification of private wealth across the board, from the very rapidly expanding mass affluent market to the surprisingly large and also rapid-growth HNW and UHNW private client segments.

During the 4 panel discussions and the 6 presentations, our chosen experts will focus on as many of the core issues and development and challenges as possible. This is a brief introduction to some of the key topics and themes they will drill down into on March 29.

There is plenty happening in the Indonesia wealth management market, as incumbents and new entrants jostle for position, from new leaders coming to take the reins at some of the bigger name local and global banks and firms, to the arrival of new strategic partnerships, new strategic visions being launched to propel Islamic wealth management, so on and so forth.

The Indonesian financial markets are less mature than some of the fellow ASEAN countries, especially Singapore, and as HNW and UHNW clients love to spend time in, and to invest in or through Singapore, a major challenge has been to keep as much of the HNW and UHNW wealth at home as possible.

This means that Indonesia has therefore been working hard to boost its onshore proposition and diversify the products and advisory offering in order to keep as much of the ‘older’ AUM onshore, but also to make sure that as much of the newer wealth being generated remains under management in Indonesia, and that the growing ranks of younger wealthy inheriting so much of the founder/first-generation, even second-generation wealth are also properly serviced onshore. As part of this evolution, there is a rising focus on wealth, legacy and succession planning and structuring.

And of course, Indonesia is also propelled by the region-wide drive to digitisation to cater to the younger demographics, to build scale, to deliver greater client centricity and personalisation, and to improve efficiencies and productivity, all vital elements of thrusting Indonesia’s wealth management market further into the ‘new world’.

The digital transformation drive is especially vital as Indonesia is so vast – consisting of more than 17500 islands and spanning more than 5100km east to west and 1800km north to south!

Indonesia is also a Muslim-majority nation, and the drive towards Islamic wealth management is an increasingly important element of the overall model on offer in the country; hence we are seeing some interesting developments there.

There is certainly plenty of room for Indonesia’s wealth market to grow robustly alongside those more well-established offshore financial centres, as long as participants in Indonesia can manage the tighter regulatory demands, boost the array of investment products and solutions, and if they continue to develop the Islamic finance wealth market. At the same time, the incumbent players will need to compete energetically and smartly against new entrants that have been becoming more prominent locally as the regulators continue to gradually liberalise the financial markets.

Hubbis will assemble a set of genuine wealth management experts, as well as specialists on digital transformation, investment migration, tax and trusts, and others on March 29 in Jakarta. They will aim to set Indonesia’s progress in the context of developments in other populous ASEAN markets, such as Thailand and the Philippines. They will analyse where there needs to be more progress and what additional building blocks need to be put into place in order to facilitate such progress, such as regulatory liberalisation, greater investment by the local and international players, more trendsetting by the newer JV partnerships between onshore and offshore partners, and so forth. In short, together they will pinpoint these, and  many more key evolutionary developments and trends and they will, of course, zoom in on the significant potential that Indonesia’s wealth management market offers onshore and offshore competitors. 

 

Mar 29

INDONESIA WEALTH MANAGEMENT FORUM - 2023

Shangri-La Jakarta,Indonesia

REGISTER