Hubbis was delighted to host our annual Indonesia Wealth Management event in Jakarta on March 29 for the Private Wealth Management Community.
The event focused on the evolution of wealth management in Indonesia’s maturing and diversifying market.
We hosted panel discussions and presentations on these topics:
- 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.
INDONESIA WEALTH MANAGEMENT FORUM - 2023
Shangri-La Jakarta, Indonesia

A community of leading organisations within Asian Wealth Management

Senior figures in Asian Wealth Management are speaking at this event

Antony Dirga
Trimegah Asset Management

David Lai
Premia Partners

Sigit Prihatmoko
Bank Negara

Radek Jezbera
Kilde

Ian Horsburgh
Henley & Partners

Ivan Kusuma
DANA

Dionisius Damijanto
Deloitte

Pieter Zylstra
additiv
Why you should attend Hubbis events

Experience our latest event for yourself
THAILAND WEALTH MANAGEMENT FORUM 2023
Shangri-La Jakarta, Indonesia
We were delighted to host our annual event in Bangkok on Wednesday May 24...
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8.30am
Registration
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8.55am
Welcome Address
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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
Speakers
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9.30am
Presentation - Wealth as a Service: Looking beyond the “Crazy Rich Asians”
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.
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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
Speakers
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10.15am
Presentation - Citizenship and Residency – Opportunities and Trends for the year ahead
- Alternative residences or citizenships in times of Political Uncertainty
- Domicile diversification – a new asset class
- Real estate investment rankings for migration
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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
Speakers
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11.00am
Refreshment & Networking
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11.30am
Presentation - Growth of digital wealth management
- Indonesia millennial investors
- New requirements from digital natives investors
- Future opportunity Wealth Management as a Service
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11.45am
Presentation - China reopening and framing for 2023 opportunities in China and ASEAN
- 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.
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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
Speakers
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12.30pm
Presentation - Beneficial Ownership public access and the consequences for you
- What will this mean for you and your clients?
- Timeline to implementation
- Alternative Jurisdictions
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12.45pm
Presentation - Proven strategy for driving revenue growth across digital channels
- 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?
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13.00pm
Lunch & Networking
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14.00pm
Forum End
INDONESIA WEALTH MANAGEMENT FORUM - 2023
Shangri-La Jakarta,Indonesia


Antony Dirga
Trimegah Asset Management

David Lai
Premia Partners

Sigit Prihatmoko
Bank Negara

Radek Jezbera
Kilde

Ian Horsburgh
Henley & Partners

Ivan Kusuma
DANA

Dionisius Damijanto
Deloitte

Pieter Zylstra
additiv

Benjamin Twoon
Alta

Yulius Ardi
Bank Danamon

Meru Arumdalu
Standard Chartered Bank

Samdarshi Sumit
PFI Mega Life Insurance

Alain Tandi
Maybank

Guntur Putra
Pinnacle Investments

Dr. Silvio Struebi
Simon-Kucher Global Strategy Consultancy

Yash Shah
Synpulse

Zac Lucas
Spencer West
INDONESIA WEALTH MANAGEMENT FORUM - 2023
Shangri-La Jakarta,Indonesia

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INDONESIA WEALTH MANAGEMENT FORUM - 2023
Shangri-La Jakarta,Indonesia