We were delighted to host our Hubbis Malaysia Wealth Management Forum on April 13, 2022 in Kuala Lumpur.
The event was sponsored by:
Henley & Partners
Janus Henderson Investors
Jersey Finance
Refinitiv, an LSEG Business
The agenda included presentations and panel discussion on the following topics:
- Wealth Leaders – positioning for and embracing growth in the post-pandemic world
- Driving Digital Transformation
- Citizenship and Residency – Opportunities and Trends for the year ahead
- Tools and Strategies to secure your clients legacy for the next Generation
- Investment Themes and Strategies for the year ahead
- Wealth managers thinking about how they can add more value and differentiate their offering.
- More competition driving an intense grab for talent.
- The need for increased product diversification.
- How can banks accelerate growth and penetrate into the market?
- What are the key success factors in providing an exceptional client experience?
MALAYSIA WEALTH MANAGEMENT FORUM 2022
Hilton Kuala Lumpur, Malaysia

A community of leading organisations within Asian Wealth Management

Senior figures in Asian Wealth Management are speaking at this event

Teh Chi-cheun
BOS Wealth Management Malaysia

Gurpreet Khera
Boost Credit

Daud Vicary Abdullah
DVA Consulting

Nirbhay Handa
Henley & Partners

Shan Saeed
IQI Global

Andrew Hendry
Janus Henderson Investors

Encik Khairi Shahrin
Malaysian Industrial Development Finance (MIDF)

Alvin Lee
Maybank
Why you should attend Hubbis events

Experience our latest event for yourself
HUBBIS INVESTMENT FORUM - Hong Kong 2023
Hilton Kuala Lumpur, Malaysia
We were delighted to hosti the Hubbis Investment Forum – Hong Kong on Wednesd...
read moreGet involved in Hubbis events

-
8.30am
Registration
-
8.55am
Welcome Address
-
9.00am
Panel Discussion
Wealth Leaders – positioning for and embracing growth in the post-pandemic world
- What is your vision for wealth management in the Malaysia in a (hopefully) Post Covid-19 world?
- What growth potential lies ahead in 2022 and beyond, and where are the key opportunities for the foreseeable future?
- What is happening to the private client base, and how are clients’ needs and expectations changing?
- How are leaders in this industry enhancing their value proposition, products and service offering?
- More generally, How will the competitive arena evolve in the coming years? Are the leaders ready for those challenges?
- How are you evolving the quality and type of advice you offer to clients?
Chair
Speakers
-
9.45am
Presentation - Digitalization in Wealth Management
- What is it?
- Why is it important?
- Where do I start?
-
10.05am
Panel Discussion - Sponsored by Refinitiv, an LSEG Business
Driving Digital Transformation
- How do you use technology within your platform?
- What does digitalization mean to you and your firm?
- How are ‘digital challengers’ getting on? And what’s the opportunity?
- Where are you up to in this journey?
- Is there a new wealth model that aligns both the human and digital in a seamless collaboration for the delivery of optimised investment products, ideas and advice for private wealth clients?
- What is coming next in the world of digital technologies and services that will further enhance the wealth management offering, and how can those improve the proposition?
- How do the private banks and retail banks make the right decisions, firstly on what areas to focus on, and then which solutions to adopt and which technology partners to work with?
- Are these digital tools really elevating the skills, capabilities and productivity of the client-facing RMs and advisors?
Chair
Speakers
Bobby BokSales Strategy & Execution Director, Wealth Solutions - Asia Pacific
Refinitiv, an LSEG Business
-
10.45am
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
-
11.00am
Head - to - Head Q & A - Why is the Investment Migration industry booming?
- Where do your clients come from?
- Why do private wealth managers and advisors work with you?
- How can H&P help HNWI clients?
- What are the pitfalls that HNWIs should be aware concerning investment migration?
- What’s changed post covid?
-
11.15am
Refreshment & Networking
-
11.45am
Panel Discussion - Sponsored by Jersey Finance
Tools and Strategies to secure your clients legacy for the next Generation
- Developments in Wealth Planning and Structuring, and Family Succession
- Challenges facing UHNW families
- NextGen expectations
- How are global attitudes towards Islamic Wealth Management changing?
- The increasing importance of sustainability, climate and ESG
- Transferring wealth successfully to the next generation
- How are founders, patriarchs, matriarchs and their families dealing with the estate and family business succession?
Chair
Speakers
-
12.30pm
Panel Discussion - Sponsored by Janus Henderson Investors
Investment Themes and Strategies for the year ahead
- What investment products and themes are interesting for HNW clients in Malaysia today?
- From an investment perspective - what positive developments have we seen in the business of asset and wealth management in Malaysia?
- What is lacking in the local investment market? Like the ability to go short.
- How is the new tax regime affecting investors and changing priorities?
- Is there a growing interest in Private Markets?
- How are different tools being used in portfolios? For example, ETFs and Structured Products?
- How are clients generating income today?
Chair
Speakers
-
1.00pm
Lunch & Networking
-
2.00pm
Forum Ends
MALAYSIA WEALTH MANAGEMENT FORUM 2022
Hilton Kuala Lumpur,Malaysia


Teh Chi-cheun
BOS Wealth Management Malaysia

Gurpreet Khera
Boost Credit

Daud Vicary Abdullah
DVA Consulting

Nirbhay Handa
Henley & Partners

Shan Saeed
IQI Global

Andrew Hendry
Janus Henderson Investors

Encik Khairi Shahrin
Malaysian Industrial Development Finance (MIDF)

Alvin Lee
Maybank

Nor Fazlina Binti Mohd Ghouse
Maybank Trustees

Farah Deba Mohamed Sofian
Messrs Wong Lu Peen & Tunku Alina

Reuben Tan
OCBC Bank

Bobby Bok
Refinitiv, an LSEG Business

Ryan Page
Refinitiv, an LSEG Business

Vernice Moh
Refinitiv, an LSEG Business

Osama Khan
Standard Chartered Bank

Wai Ken Wong
StashAway

Alvin Tan
UOB Kay Hian Wealth Advisors
MALAYSIA WEALTH MANAGEMENT FORUM 2022
Hilton Kuala Lumpur,Malaysia