We were delighted to host our 5th annual event in Bangkok for the local wealth management industry.
 
275 senior individuals attended – including CEOs, senior management, product gatekeepers and business unit heads from the leading Private Banks, Retail Banks, Investment Advisers, Brokers, Insurance Companies and local Asset Management Firms.
 
Many thanks again to those people who participated in and attended the event, and also to our partners.

 

May 19

Thailand Wealth Management Forum 2016

Conrad Hotel, Bangkok, Thailand

Featured Partners
All Partners

A community of leading organisations within Asian Wealth Management

Featured speakers
All event speakers

Senior figures in Asian Wealth Management are speaking at this event

Evan Gallagher

ASK Capital Management

David Varley

AXA

Nont Buranasiri

Ally Global

Philip Lung

BNY Mellon Investment Management

Ned Phillips

Bambu

Win Phromphaet

CFA Institute

Adisorn Sermchaiwong

CIMB

Don Charnsupharindr

Citi

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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Experience our latest event for yourself

PHILIPPINES WEALTH MANAGEMENT FORUM 2024

Conrad Hotel, Bangkok, Thailand

We were delighted to host our annual PHILIPPINES WEALTH MANAGEMENT FORUM on Wednesday 20t...

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Event Agenda
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  • 8.40am

    Registration

  • 9.00am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.05am

    Head - to - Head Q & A - A new look and feel for global wealth management

    Michael Benz

    Senior Advisor

    Synpulse

    • What changes are we seeing in client expectations and behaviour?
    • To what extent will fintechs really impact the wealth management industry?
    • How will regulation re-shape private banking for good?
  • 9.15am

    Panel Discussion

    Wealth management in Thailand - onwards and upwards

    • There is a growing amount of money available to penetrate in Thailand - how can we access it?
    • Where are the opportunities emerging from proactive regulatory initiatives, such as efforts by the SEC to upgrade and internationalise the framework?
    • What other measures would help the development of the market?
    • How can we build a more holistic engagement as part of a more complete offering for clients, including advisory services?
    • Where and how can we find more of the right people to deliver consistent and relevant advice to clients?
    • Will the concept of private banking develop in Thailand? Especially to try and keep more money onshore and invested, rather than just held on deposit.
    • What models and approaches have been successful elsewhere which can be applied in Thailand?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Vira-anong Chiranakhorn Phutrakul

    Consumer Business Manager, Thailand Citi

    Citi

    Adisorn Sermchaiwong

    Senior Executive Vice President, Head of Retail Banking Group

    CIMB

    Win Phromphaet

    Vice President CFA Society of Thailand

    CFA Institute

  • 9.55am

    Presentation - Volatility managed growth: equity-like returns but with less risk

    Philip Lung

    Managing Director, Division Head - Mellon Capital

    BNY Mellon Investment Management

    • Since the great financial crisis, investors have been keen to flee the damaging effects of volatility. However, that hasn’t abated their need for growth
    • For now, many investors have gravitated towards absolute-return strategies that advertise zero tolerance for negative return periods. But that comes at a price
    • In contrast, a better approach might center on artfully managing long-term volatility (and tail risk) while positioning for growth-like returns
  • 10.05am

    Presentation - Will CRS really be - son of FATCA?

    Dr. Angelo M Venardos

    Director

    Philadelphia

    • Panic now or later?
    • Hong Kong - from EOI to AEOI
    • Singapore and Indonesia
    • BVI
  • 10.15am

    Presentation - HNW insurance & wealth structuring is changing - here’s how you and your HNW clients can benefit

    David Varley

    Head of High Net Worth - Asia

    AXA

    • One size doesn’t fit all in the HNW marketplace
    • Find out which HNW products match up with the differing needs of HNW clients
    • By meeting your HNW clients’ needs, you can secure more HNW clients, more revenue and more referrals
  • 10.25am

    Panel Discussion

    Going digital - enhancing the engagement with customers

    • What does digital mean in Thai wealth management?
    • What more can we do? What are the possibilities?
    • What role is there for digital platforms? How will these impact how products get sold, and the types of products offered going forward?
    • What’s the likely influence of robo-advisers and other fintechs?
    • Do we have adequate tools to engage the customer - and help them become investors?
    • How can we improve online mobile applications?
    • Are there any consequences of falling behind in the digital race?

     

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    John Robson

    Chief Commercial Officer

    Quantifeed

    Patrick Donaldson

    Global Head of Wealth Solutions, Sales Strategy & Execution

    Refinitiv, an LSEG Business

    Ned Phillips

    Founder and Chief Executive Officer

    Bambu

    Nagaraj Prasadh

    Director & Country Head

    Intellect Design Arena

    Trawut Luangsomboon

    Chief Executive Officer

    Jitta

  • 11.05am

    Refreshment & Networking

  • 11.30am

    Presentation - The Indian growth story

    Praveen Jagwani

    Chief Executive Officer

    UTI International

    • Drivers of Indian growth
    • The reform agenda
    • Currency outlook
    • Equity opportunity
  • 11.40am

    Presentation - Residence and citizenship planning for Asian families - an overview

    Scott Moore, IMCM

    Managing Director

    Henley & Partners

    • Why do families relocate?
    • What should HNW families consider when carrying out residence and citizenship planning?
    • Current developments in residence and citizenship programmes
  • 11.50am

    Presentation - Small-caps shine bright

    Sumetha Lewchalermwong

    Country Head, Thailand

    Franklin Templenton Investments

    • Small-cap stocks have the potential to offer what is becoming ever-more rare in a slowing global economy – growth
    • Uncovering interesting growth opportunities in a space that is highly under-researched and overlooked by many managers and investors
    • How do you overcome risks associated with small-cap investing?
    • How do we identify undervalued stocks in the Asian small-cap space that could rise to become tomorrow’s stars?
  • 12.00pm

    Panel Discussion

    Evolving distribution in Thailand

    • Where and how do people most buy wealth management products in Thailand? How is the product distribution process changing - or likely to change in the next few years?
    • Many banks talk about open architecture, but is this really happening?
    • How can banks differentiate their offerings in terms of product and advisory capability - not just provide gimmicks or perks to attract new clients?
    • How can they encourage clients to diversify their portfolios by shifting away from deposits and simpler products?
    • Where are the product gaps? And how will the investment universe develop?
    • As the ability to invest offshore becomes easier, what format will be used? What are the practical challenges?
    • How can product manufacturers as well as the banks and other wealth management firms engage the younger generation more effectively?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Don Charnsupharindr

    Retail Banking Head

    Citi

    Nont Buranasiri

    Co-Founder

    Ally Global

    Paul Gambles

    Director

    MBMG Group

    Sukit Jarutchaiwanna

    Head of Managed Investment and Advisory

    Standard Chartered Bank

  • 12.45pm

    Lunch & Networking

  • 1.35pm

    Panel Discussion

    Evolving distribution in Thailand

    • Where are the biggest opportunities - and challenges - for insurance companies in the Thai wealth management space?
    • What does open architecture really mean in Thailand?
    • What's the opportunity for the further development of the unit-linked business?
    • Insurance companies vs banks - collaboration or competition?
    • Are insurance companies engaging customers as effectively as they could, especially the younger generation? And marketing to them in a way that resonates with them?
    • What is the right digital strategy?
    • How to enhance credibility and perception of agents in the eyes of consumers?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    David Varley

    Head of High Net Worth - Asia

    AXA

    Samdarshi Sumit

    Chief Retail Officer, Retail Business

    Generali

    Kris Chantanotoke

    Senior Executive Vice President

    Thai Life Insurance

  • 2.00pm

    Presentation - Liquid alternatives in wealth management

    Steve Knabl

    Chief Operating Officer & Managing Partner

    Swiss-Asia Financial Services

    • Wealth managers and investors alike are getting more sophisticated
    • They require more sophisticated offerings – to ensure that their clients get the best there is in the market when it comes down to investment ideas
    • Emotions also play a large role in investing today - something different to the norm, and different to your friends/peers
    • Wealth managers can now use securitised investment solutions to structure interesting investment ideas and allocate to their client portfolios seamlessly
    • These solutions were once only available to a select few, but today they are becoming plain vanilla
  • 2.10pm

    Presentation - Challenges in advising business families

    Shanker Iyer

    Independent Financial Advisor

    • Common challenges faced by business families
    • The demands placed on advisers to meet these
  • 2.20pm

    Presentation - WHAT IF an Uber Wealth was born?

    Nagaraj Prasadh

    Director & Country Head

    Intellect Design Arena

    • Why everyone is talking about digital wealth management
    • How companies are leveraging digital wealth
    • The adoption path for digital wealth
    • How to measure success of digital wealth initiatives
  • 2.30pm

    Panel Discussion

    What’s next for asset management?

    • What does the future hold for bank-owned asset management companies in Thailand?
    • How should they develop their product and service offering to stand out?
    • How can local firms collaborate with offshore providers to expand the overall offering?
    • What’s the role for foreign asset management companies in Thailand? How do they perceive the opportunities and how can they be successful here?
    • Niche vs full service - what’s the right strategy?
    • How can the regulators facilitate a more mature asset management industry for local and foreign players alike?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Theeranat Rujimethapass

    President

    Tisco Asset Management

    Evan Gallagher

    CEO & Managing Director

    ASK Capital Management

    Win Udomrachtavanich

    Chief Executive Officer

    One Asset Management

    Kittikun Tanaratpattanakit

    Senior Research Analyst

    Morningstar

  • 3.15pm

    Refreshment & Networking

  • 3.45pm

    Panel Discussion

    What can we learn from the world of wealth management globally?

    • How do international banks create true open architecture platforms?
    • What are the issues and challenges, and how do they overcome these?
    • How do the most successful foreign players build a holistic wealth management service?
    • What does it take to create a differentiated and consistent product and advisory capability?
    • What do international banks do to ensure their technology is cutting edge?
    • How do foreign asset management firms create winning relationships with distributors in more mature markets?

     

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Michael Benz

    Former Group Head of Private Banking

    Standard Chartered Private Bank

    Ranjit Khanna

    Singapore Branch Chief Executive, Market Head, South Asia, Private Banking

    UBP

    Praveen Jagwani

    Chief Executive Officer

    UTI International

    Steve Knabl

    Chief Operating Officer & Managing Partner

    Swiss-Asia Financial Services

    Shanker Iyer

    Independent Financial Advisor

    Michael Gagie

    Managing Partner, Singapore and Global Head

  • 4.30pm

    Panel Discussion

    What’s the best investment advice you can give clients today?

    • How can clients really build a more diversified portfolio?
    • Where are the opportunities for our clients?
    • How can we educate clients to have a long term mind-set?
    • How can we make the engagement with investment solutions more ‘sticky’?
    • What are the best ways to get more people invested in mutual funds?
    • Private funds vs mutual funds - creating more choice and outcomes for clients
    • Risk management is key - but how can we get it right?
    • How can we encourage customers to increase their risk tolerance?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Charnwut Roongsangmanoon

    Executive Vice President, Head of Global-Fixed Income & FX Department

    MFC Asset Management

    Ted Low

    Low Risk Capital

    Mandeep Nalwa

    Chief Executive Officer, Asia & Middle East

    Taurus Wealth Advisors

    Thomas Friedberger

    Managing Director, Head of Equity & Diversified Strategies

    Tikehau Capital

  • 5.15pm

    Forum Ends

May 19

Thailand Wealth Management Forum 2016

Conrad Hotel, Bangkok,Thailand

Speakers

Evan Gallagher

ASK Capital Management

David Varley

AXA

Nont Buranasiri

Ally Global

Philip Lung

BNY Mellon Investment Management

Ned Phillips

Bambu

Win Phromphaet

CFA Institute

Adisorn Sermchaiwong

CIMB

Don Charnsupharindr

Citi

Sumetha Lewchalermwong

Franklin Templenton Investments

Samdarshi Sumit

Generali

Scott Moore, IMCM

Henley & Partners

Shanker Iyer

Independent Financial Advisor

Nagaraj Prasadh

Intellect Design Arena

Vinay Kumar

Intellect Design Arena

Trawut Luangsomboon

Jitta

Ted Low

Low Risk Capital

Paul Gambles

MBMG Group

Charnwut Roongsangmanoon

MFC Asset Management

Michael Gagie

Maples

Kittikun Tanaratpattanakit

Morningstar

Win Udomrachtavanich

One Asset Management

Dr. Angelo M Venardos

Philadelphia

John Robson

Quantifeed

Patrick Donaldson

Refinitiv, an LSEG Business

Sukit Jarutchaiwanna

Standard Chartered Bank

Steve Knabl

Swiss-Asia Financial Services

Michael Benz

Synpulse

Mandeep Nalwa

Taurus Wealth Advisors

Kris Chantanotoke

Thai Life Insurance

Thomas Friedberger

Tikehau Capital

Theeranat Rujimethapass

Tisco Asset Management

Ranjit Khanna

UBP

Vira-anong C. Phutrakul

UOB Bank

Praveen Jagwani

UTI International

May 19

Thailand Wealth Management Forum 2016

Conrad Hotel, Bangkok,Thailand

Partners

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silver

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May 19

Thailand Wealth Management Forum 2016

Conrad Hotel, Bangkok,Thailand