We are delighted to report that Hubbis will be hosting the next annual Malaysia Wealth Management event in Kuala Lumpur on April 12 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 Malaysian’s maturing and diversifying market.

In Malaysia, private wealth management has been growing in recent years and the sector is evolving to meet the changing needs of HNW clients. The rise of technology has led to a digital transformation in the wealth management sector with many private banks and wealth managers have adopted digital solutions to improve the customer experience and increase efficiency.

Wealth managers are also offering bespoke investment solutions that are tailored to the specific needs and goals of HNW clients. This includes more customized portfolios, alternative investments, and personalized wealth planning services.

Private banks are also expanding their services beyond traditional wealth management to offer a wider range of financial solutions. This includes insurance, and wealth planning services.

Key elements of the event:

  • 5 specialist presentations
  • 4 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 Malaysian 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 Malaysia
  • Evolving Client Expectations and Needs
  • Structuring Wealth and Optimising Legacy & Succession Planning
  • The drive for greater product and advisory diversification
  • Offshore or onshore? (Getting the balance right)
  • The Globalisation of Malaysian wealth and the evolving needs of Wealthy Malaysian 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 Malaysia’s wealth market

 

CLICK HERE to view the content and videos from the forum in 2022.

Apr 12

MALAYSIA WEALTH MANAGEMENT FORUM 2023

Hilton Kuala Lumpur, Malaysia

REGISTER
Featured Partners
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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

Nirbhay Handa

Henley & Partners

Laura Lui

Premia Partners

Krzysztof Maurer

Comarch Capital Markets

Calvin Goon

Affin Bank

Yash Shah

Synpulse

Grzegorz Prosowicz

Comarch Capital Markets

Wendy Chen

GAM Investments

Shan Saeed

IQI Global

Why you should attend Hubbis events

Connect

Connectivity across Private Banking, Independent Wealth Management, Retail Banking, Asset Management, Insurance, Technology, Professional Services and other communities.

Learn

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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PHILIPPINES WEALTH MANAGEMENT FORUM 2023

Hilton Kuala Lumpur, Malaysia

We were delighted to host our annual PHILIPPINES WEALTH MANAGEMENT FORUM on Wednesday 22nd Mar...

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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

    What are the issues Effecting HNW and UHNW Clients in Malaysia

    • What are the current Trends and Concerns for International Families?
    • 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 are the trends around citizenship and migration?
    • How are wealth managers evolving their offering beyond traditional wealth management to offer a wider range of financial solutions. Maybe to include insurance, and wealth planning services?
    • When is it appropriate to use a Reserved Powers Trust? When is appropriate to use a private trust company?
    • How do you assess a trustee? Which is the right one? Bank owned, private, private equity owned, publicly listed?

    Chair

    Nirbhay Handa

    Group Head of Business Development

    Henley & Partners

    Speakers

    Nor Fazlina Binti Mohd Ghouse

    Chief Operating Officer

    Maybank Trustees

    Zac Lucas

    Partner – International Private Wealth

    Spencer West

    Lee Woon Shiu

    Managing Director & Group Head of Wealth Planning, Family Office & Insurance Solutions

    DBS Private Bank

    Tan Woon Hum

    Partner, Head of Trust, Asset & Wealth Management Practice

    Shook Lin & Bok

    Reuben van Dijk

    Director

    Melbourne Capital Group

  • 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

    Yash Shah

    Partner

    Synpulse

    Speakers

    Calvin Goon

    Head of Wealth Management

    Affin Bank

    Wai Ken Wong

    Country Manager, Malaysia

    StashAway

    Alvin Tan

    Chief Executive Officer

    UOB Kay Hian Wealth Advisors

    Teh Chi-cheun

    Managing Director

    BOS Wealth Management Malaysia

  • 10.15am

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

    Nirbhay Handa

    Group Head of Business Development

    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

    Presentation - Maximizing Returns through Efficient Post-Trading Services: Strategies for Wealth Managers

    Lukas Conrad

    Regional Head Securities Services APAC

    SIX

    • Optimize Returns; Improve portfolio performance through automated tax reclaim services.
    • Secure Market Access; Accessing global markets through a reliable intermediary.
    • Access to a variety of Investment Funds; Diversification is key.
  • 10.45am

    Presentation - Growth of digital wealth management

    Victor Wongsonegoro

    Head of Sales Asia

    additiv

    • Malaysia millennial investors
    • New requirements from digital natives investors
    • Future opportunity Wealth Management as a Service
  • 11.00am

    Refreshment & Networking

  • 11.30am

    Presentation - Customer-centricity in wealth management: lessons learned

    Grzegorz Prosowicz

    Head of Consulting and Product Management

    Comarch Capital Markets

    • Banking today and tomorrow: what does make banks privileged?
    • Personalization in practice.
    • How to create value and drive customer loyalty?
  • 11.45am

    Head - to - Head Q & A

    Krzysztof Maurer

    Managing Director - Thailand

    Comarch Capital Markets

    • How are wealth managers in Malaysia enhancing their digital capabilities?
    • What are some of the trends we are likely to see in the Post-covid world?
    • How does Comarch help with the process of digital transformation?
  • 12.00pm

    Panel Discussion

    Curating winning client portfolios following a challenging year

    • What are the opportunities and challenges for the year ahead?
    • What is the outlook for the local economy?
    • 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

    Rossen Djounov

    Managing Director, Head of Asia

    GAM Investments

    Speakers

    Ng Shin Seong

    Head, Investment Strategy & Advisory, Wealth Management

    Standard Chartered Bank

    Shan Saeed

    Global Chief Economist

    IQI Global

    Wendy Chen

    Senior Investment Analyst

    GAM Investments

  • 12.30pm

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

    Laura Lui

    Partner, Co-Chief Investment Officer

    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.
  • 12.45pm

    Presentation - Active investing on the rocky path of US-China relations

    Wendy Chen

    Senior Investment Analyst

    GAM Investments

    • The most crucial bilateral relation: expanding arena vs. ongoing crisis-management
    • Investment in the US: bipartisan consensus on reinforcing US competitiveness
    • Investment in China: from domestic replacement to resuming global role
  • 13.00pm

    Lunch

  • 14.00pm

    Forum End

Apr 12

MALAYSIA WEALTH MANAGEMENT FORUM 2023

Hilton Kuala Lumpur,Malaysia

REGISTER
Speakers

Nirbhay Handa

Henley & Partners

Laura Lui

Premia Partners

Krzysztof Maurer

Comarch Capital Markets

Calvin Goon

Affin Bank

Yash Shah

Synpulse

Grzegorz Prosowicz

Comarch Capital Markets

Wendy Chen

GAM Investments

Shan Saeed

IQI Global

Lukas Conrad

SIX

Zac Lucas

Spencer West

Nor Fazlina Binti Mohd Ghouse

Maybank Trustees

Victor Wongsonegoro

additiv

Ng Shin Seong

Standard Chartered Bank

Wai Ken Wong

StashAway

Teh Chi-cheun

BOS Wealth Management Malaysia

Lee Woon Shiu

DBS Private Bank

Rossen Djounov

GAM Investments

Yifei Li

Alta

Tan Woon Hum

Shook Lin & Bok

Reuben van Dijk

Melbourne Capital Group

Alvin Tan

UOB Kay Hian Wealth Advisors

Apr 12

MALAYSIA WEALTH MANAGEMENT FORUM 2023

Hilton Kuala Lumpur,Malaysia

REGISTER
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Apr 12

MALAYSIA WEALTH MANAGEMENT FORUM 2023

Hilton Kuala Lumpur,Malaysia

REGISTER
Summary

Setting the Scene for the 2023 Malaysia Forum

On April 12, 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, Malaysia is poised for continuing economic expansion and further rapid growth and diversification of private wealth across the board, from the expanding mass affluent market to the surprisingly large HNW and UHNW private client segments.

During the 4 panel discussions and the 5 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 April 12.

There is plenty happening in the Malaysian 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 Malaysian financial markets are more mature than most of the fellow ASEAN countries aside of course from Singapore, and as HNW and UHNW wealth is relatively older, more of those clients have, for years, and often decades, spread their investments across the border to Singapore, or further afield to Hong Kong or even to London and Switzerland.

A core challenge for Malaysia has therefore been to boost its onshore proposition and diversify the products and advisory offering in order to draw more of the AUM back onshore, but also to make sure that as much of the newer wealth remains under management in Malaysia, 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, Malaysia 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 Malaysia’s wealth management market further into the ‘new world’.

Malaysia also has a significant percentage of Muslims in its population, and the drive towards Islamic wealth management is an increasingly important element of the overall model on offer in Malaysia; hence we are seeing some interesting developments there.

There is certainly plenty of room for Malaysia’s market to grow robustly alongside those better-established offshore financial centres, as long as participants in Malaysia 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 other key topics on April 12 in KL. 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 Malaysia’s wealth management market offers onshore and offshore competitors.

Apr 12

MALAYSIA WEALTH MANAGEMENT FORUM 2023

Hilton Kuala Lumpur,Malaysia

REGISTER