We were delighted to host our 8th annual event in Thailand for the Private Wealth Management Community.

More than 280 CEOs, COOs, asset managers and other senior practitioners attended – from a mix of local and international Private Banks, Retail Banks, Insurance Companies, Independent Firms & Family Offices, Asset Management Companies, and IFAs.

May 9

Thailand Wealth Management Forum 2019

Conrad Bangkok, Thailand

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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

Kelvin Lim

IRESS

Shadab Taiyabi

Quantifeed

Dominic Volek

Henley & Partners

Carmen Cheung

Samsung Asset Management

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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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Middle East Wealth Management Forum 2020

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Event Agenda
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  • 8.30am

    Registration

  • 8.45am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 8.50am

    Keynote Presentation - Private Banking: A new point of view

    Evrard Bordier

    CEO and Managing Partner

    Bordier & Cie

    • Building a private bank: 3 strategic questions
    • Pillars of building a private bank
    • The partnership approach
  • 9.00am

    Panel discussion - Private wealth management - a time of dramatic change

    • What can you do to improve the value proposition in wealth management?
    • What does the current revenue mix of wealth managers in Asia look like? How is it changing?
    • What changes are we seeing in client expectations and behaviour?
    • Where will the continued growth come from and what are your priorities?
    • How do clients want to be serviced today?
    • How can you get the right people and proposition in front of the right clients?
    • How important is digital today?
    • What are the main investment themes and the products that resonate with clients today?
    • What’s the future of Discretionary and Advisory Portfolio Management?
    • Offshore / onshore. Where is the long-term opportunity?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Simon Lints

    Chief Executive Officer, Singapore

    Schroders Wealth Management

    Dr. Silvio Struebi

    Partner

    Simon-Kucher & Partners

    Evrard Bordier

    CEO and Managing Partner

    Bordier & Cie

    Dr. Jon Wongswan

    Assistant Managing Director, Head of Investment Solutions - Wealth Management

    Phatra Securities

  • 9.45am

    Presentation - How to improve key touchpoints in Wealth Management through digitalisation

    Krzysztof Maurer

    Managing Director

    Comarch

    • Clients are changing and thoughtful digitalisation is more important than ever
    • Improving customer experience is not sufficient enough to stand out on the market
    • Employee experience is as important for your business to grow
  • 10.00am

    Head - to - Head Q & A - Investment Migration: Trends and Developments for HNWIs

    Dominic Volek

    Managing Partner, Member of the Executive Committee and Group Head of Sales

    Henley & Partners

    • Why is the Investment Migration industry booming?
    • Why does H&P attend the Hubbis events?
    • Where do our clients come from?
    • Why do PBs/IAMs etc work with us?
    • How can H&P help your HNWI clients?
    • What are the pitfalls that HNWIs should be aware concerning investment migration?
  • 10.10am

    Head - to - Head Q & A - Physical Gold – making a shiny and solid contribution to any portfolio

    Nicolas Mathier

    Managing Partner

    Global Precious Metals

    • Why should you buy physical Gold?
    • How should you buy it? Or not buy it?
    • Where should you store it?
  • 10.20am

    Panel discussion - Platforms and Technology - the future of private wealth and asset management?

    • The rise of Wealth tech in Asia – what’s working and not working?
    • Are banks going in the right direction in their digital journey?
    • How can they implement a digital transformation strategy?
    • What digital expectations do clients have?
    • Has the investment in ‘digital’ justified the cost? What has worked elsewhere?
    • Transparency, Margins, Costs and Fees – what’s changing?
    • How must we tweak the investment engine? Can it be automated? How can we improve efficiency?
    • How do we deliver ‘funds’ and investment products to our clients efficiently?
    • What does the word ‘platform’ mean to you?
    • How can you help wealth and asset managers with their fund selection, diversification and asset allocation?
    • What’s the role of technology and AI?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Trawut Luangsomboon

    Chief Executive Officer

    Jitta

    Nicolas Huras

    Head of Sales and Relationship Management, APAC - UBS Fondcenter

    UBS Asset Management

    Damian Hitchen

    Chief Executive Officer, Singapore

    Swissquote

    Namit Khanna

    Sales Director - SEA & India

    Finantix

    Kelvin Lim

    Head of Business Development, Asia

    IRESS

    Marie-Pascale Bonhomme

    Head of Business Development and Partnership, North Asia

    Amundi Asset Management

    Steffen Ahlers

    Chief Executive Officer

    MFEX Mutual Funds Exchange AB

  • 11.00am

    Presentation - Have you forgotten about your clients?

    Dominic Gamble

    Head of Asia Pacific

    Wealth Dynamix

    • Digital transformation has left your client service behind. No longer!
    • It all starts with data. How are you storing yours?
    • The future is tailored. Empower your sales force to provide bespoke solutions
  • 11.10am

    Refreshment & Networking

  • 11.35am

    Presentation - Lessons learnt in fund selection over the last 20 years

    Tuck Meng Yee

    Partner

    JRT Partners

    • Funds development over time
    • Markets change over time
    • How fund selection is generally done
    • When to use a database
    • What really matters
  • 11.45am

    Presentation - IMTF’s Modular RegTech Platform – Building blocks to achieve regulatory compliance

    Jordan Lo

    Senior Project Manager

    IMTF

    • Forward-looking technologies to tackle business challenges (Client Onboarding, Name Screening, AML / Fraud)
    • Building on a strong case management foundation to achieve cohesive business operations benefits
    • Enabling and ensuring end-to-end leading client and user experience
  • 11.55am

    Presentation - Choosing the right investment product for the current market environment

    Marc Waldhof

    Sales Investment Solutions

    Leonteq Securities

    • What is popular with investors at the moment?
    • How investment products can complement your clients´ portfolios
    • Keeping the flexibility
  • 12.05pm

    Presentation - State of EM: unearthing hidden gems in China and ASEAN

    Aleksey Mironenko

    Partner & Chief Distribution Officer

    Premia Partners

    • Who are we and why do we focus on simplifying beta choices in Asia
    • A review of opportunities in China new economy and ASEAN stocks, as well as implementation options
    • Introducing a better way to access Asian frontier and global EM markets
  • 12.15pm

    Presentation - Scaling wealth management with digital automation

    Shadab Taiyabi

    Senior Executive, Strategic Partnerships

    Quantifeed

    • Scaling to thousands of customers with rising wealth is exciting and challenging
    • The threat of failing to do so is immense
    • The answer is automation and a local market perspective
  • 12.25pm

    Presentation - Food for thought: CRS / AEOI – Practical experiences

    Ivan Pelle

    Founder & CEO

    RGN

    • CRS Common Reporting Standard – Developments - Participating vs Permanent Non-Reciprocal Jurisdiction
    • AEOI Automatic Exchange of Information - Transparency & Tax Planning – Territorial vs WWI taxation
    • Citizenship or residency by investment program – Todays complexities, the future? Solutions?
  • 12.35pm

    Panel discussion - The increasing importance of wealth solutions and planning

    • What challenges do Thai families have and how is that changing?
    • Are we ready for the intergenerational wealth transfer?
    • What are the effects of transparency on the conversation with clients?
    • How can we make the most of the opportunity that Wealth Planning and Structuring represents to us?
    • How are the insurance products and solutions offered by Insurance companies developing?
    • What is the value proposition of insurance for wealth management industry?
    • Any other emerging opportunities in wealth management?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Premrudee Parinayok

    Assistant Vice President, Wealth Management

    Phatra Wealth Management

    Darren Thomson

    Chief Strategic Bancassurance Officer

    AIA

    Samdarshi Sumit

    Chief Retail Officer, Retail Business

    Generali

    Irene Lee

    Business Development Director, Intermediary and Partnership

    Hawksford

    Edmund Lim

    Executive Director - Wealth Management

    Swiss-Asia Financial Services

    Jeroen Simons

    Director, High Net Worth Business Development

    Sun Life Financial

    Sebastien Hayoz

    Managing Director

    Asiaciti Trust

  • 13.10pm

    Lunch

  • 13.50pm

    Workshop - Global Citizens: Trends and Developments in Investment Migration

    Dominic Volek

    Managing Partner, Member of the Executive Committee and Group Head of Sales

    Henley & Partners

    • Introduction to the Investment Migration Industry
    • Citizenship-by-Investment: Travel and Settlement Freedom for HNWIs
    • The world’s leading Residence-by-Investment Programs
  • 14.30pm

    Workshop - How to improve key touchpoints in Wealth Management through digitalisation

    Parida Leelaniramol

    Business Development Manager

    Comarch

    Grzegorz Prosowicz

    Consulting Director

    Comarch

    • Mobile experience for clients of tomorrow – high tech & high touch
    • Driving advisors’ productivity through tasks optimization
    • Practical examples of touchpoints improvements
  • 15.10pm

    Refreshment & Networking

  • 15.30pm

    Panel discussion - Investing in more uncertain and challenging markets

    • How are we becoming more international in our investment thinking?
    • Regulation and compliance – what developments?
    • Challenges and Opportunities for Unit linked insurance in Thailand
    • How are you thinking about fund selection and portfolio construction?
    • Open architecture – myth or reality?
    • How is distribution of funds changing? How is digital affecting this?
    • How has the Investment environment changed in Asia from 2017 to 2019?
    • Managing and understanding risk — how do you estimate risk, and how does it impact your investment process?
    • How do you think Asian equity market performance will be in 2019?
    • What is interesting in the fixed income and credit universe today?
    • Is Thailand warming to index and ETF products?
    • What’s the interest of private clients today in;
      • ESG
      • Alternatives
      • Private equity
      • Infrastructure
      • Property

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Yingyong Chiaravutthi

    Head of Investments

    Prudential Life Assurance

    Benjarong Techamuanvivit

    First Senior Vice President, Strategic Planning Division

    Kasikorn Asset Management

    Cholathee Pornrojnangkool

    Senior Vice President, Micro Segment Management - Consumer Banking

    Bangkok Bank

  • 16.15pm

    Panel discussion - Interesting and relevant Investment Solutions for YOUR clients

    • Can investors look to make money via a multi asset strategy as volatility / market uncertainty increases?
    • Are there any thematic / more secular equity ideas that are poised to do well? Like the environment and climate change?
    • Is GOLD an interesting asset class today? What’s its role in a client portfolio?
    • What’s the difference between physical and paper gold?
    • What cash / money market alternatives exist today?
    • Are HNW clients increasing their engagement of ETFs and Passive funds?
    • Whats the outlook for China in 2019? Good time to invest? What sectors are best?
    • What is interesting in the fixed income and credit universe today?
    • How do you think Asian equity market performance will be in 2019?
    • What’s your view on global equity markets?
    • What are some of the interesting opportunities in Structured Products today?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Carmen Cheung

    Head of ETF & Index Team

    Samsung Asset Management

    Tony Wong

    Head of Intermediary Sales

    CSOP Asset Management

    Mehak Dua

    Business Development

    GMO

    Frank Benzimra

    Head of Asia Equity Strategy, Global Asset Allocation

    Societe Generale

    Christophe Numa

    Director

    Bunker Gold & Silver

  • 17.00pm

    Forum End

May 9

Thailand Wealth Management Forum 2019

Conrad Bangkok,Thailand

Speakers

Kelvin Lim

IRESS

Shadab Taiyabi

Quantifeed

Dominic Volek

Henley & Partners

Carmen Cheung

Samsung Asset Management

Tony Wong

CSOP Asset Management

Nicolas Mathier

Global Precious Metals

Nicolas Huras

UBS Asset Management

Sebastien Hayoz

Asiaciti Trust

Evrard Bordier

Bordier & Cie

Samdarshi Sumit

Generali

Namit Khanna

Finantix

Dr. Jon Wongswan

Phatra Securities

Christophe Numa

Bunker Gold & Silver

Marie-Pascale Bonhomme

Amundi Asset Management

Dr. Silvio Struebi

Simon-Kucher & Partners

Frank Benzimra

Societe Generale

Trawut Luangsomboon

Jitta

Edmund Lim

Swiss-Asia Financial Services

Dominic Gamble

Wealth Dynamix

Irene Lee

Hawksford

Damian Hitchen

Swissquote

Simon Lints

Schroders Wealth Management

Benjarong Techamuanvivit

Kasikorn Asset Management

Cholathee Pornrojnangkool

Bangkok Bank

Marc Waldhof

Leonteq Securities

Jordan Lo

IMTF

Aleksey Mironenko

Premia Partners

Ivan Pelle

RGN

Jeroen Simons

Sun Life Financial

Krzysztof Maurer

Comarch

Tuck Meng Yee

JRT Partners

Parida Leelaniramol

Comarch

Steffen Ahlers

MFEX Mutual Funds Exchange AB

Mehak Dua

GMO

Grzegorz Prosowicz

Comarch

Darren Thomson

AIA

Premrudee Parinayok

Phatra Wealth Management

Yingyong Chiaravutthi

Prudential Life Assurance

May 9

Thailand Wealth Management Forum 2019

Conrad Bangkok,Thailand

Partners

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May 9

Thailand Wealth Management Forum 2019

Conrad Bangkok,Thailand

Event Highlights

We were delighted to host our 8th annual event in Bangkok for the Wealth Management Community, where more than 300 CEOs, COOs, and other senior practitioners attended – from a mix of local and international Private Banks, Retail Banks, Insurance Companies, Independent Firms & Family Offices, Asset Management Companies, and IFAs.

Below for your interest and reference are links to various content we captured from the day. Please click on the orange headlines – and do send any comments or feedback to events@hubbis.com.

 

Content Highlights 

Video Highlights
Video Highlights Summary PDF
Exclusive Insights
Testimonials
I Love Wealth Management
Photos
Event summary
Panel discussions
Presentations & Workshops
Videos
Post event Supplement

 

Post-event Report

You might also like to view the full Post-Event Report – which is a consolidated summary, including photos of speakers & delegates, the attendee profiles & some delegate feedback, polling results, and more.

 

Event Summary 

Immense Opportunity as Wealth Expands Rapidly and The Onshore Proposition Evolves
Hubbis is delighted to have successfully hosted our 8th annual event in Thailand for the Private Wealth Management Community.

 

Video Highlights

We asked leading industry experts - what are the opportunities and challenges for the year ahead? View the combined video highlights, or click on the links to view the individual videos.

Full Video Highlights
Video Highlights Summary PDF

I Love Wealth Management
Testimonials

 

Dr. Jon Wongswan, Head of Investment Solutions, Phatra Securities
Benjarong Techamuanvivit, First Senior Vice President, Strategic Planning Division, Kasikorn Asset Management
Prapatpong Weeramon, Managing Director, Amundi Asset Management
Evrard Bordier, CEO and Managing Partner, Bordier & Cie
Simon Lints, CEO - Singapore, Schroders Wealth Management
Dominic Volek, Managing Partner, Head Southeast Asia, Henley & Partners
Trawut Luangsomboon, Chief Executive Officer, Jitta
Damian Hitchen, Chief Executive Officer, Middle East & Asia, Swissquote
Dominic Gamble, Head of Asia Pacific, Wealth Dynamix
Shadab Taiyabi, Senior Executive, Strategic Partnership, Quantifeed
Aleksey Mironenko, Partner & Chief Distribution Officer, Premia Partners
Steffen Ahlers, Chief Executive Officer, MFEX Mutual Funds Exchange AB
Tuck Meng Yee, Head of Investment Solutions Asia, Allfunds
Ivan Pelle, Executive Director, International Taxation, RGN
Irene Lee, Business Development Director, Intermediary and Partnership, Hawksford
Darren Thomson, Chief Strategic Bancassurance Officer, AIA
Samdarshi Sumit, Chief Retail Officer, Retail Business, Generali
 

Exclusive Insights ​​​ ​​​ ​​​

We asked leading industry experts for their exclusive and incisive insights. Click on the links to view the individual videos:

Exclusive Insights PDF

Benjarong Techamuanvivit, First Senior Vice President, Strategic Planning Division, Kasikorn Asset Management
What are some of the tax changes that we will see soon in Thailand - and how will they effect the industry?
Open architecture in Thailand – myth or reality?

Ivan Pelle, Executive Director, International Taxation, RGN
What are the recent developments we have seen in CRS / AEOI?

Heena Mayani, Head of Client Relations, APAC, Global Precious Metals
Why are private clients in Thailand interested in investing in Physical gold?

Dr. Jon Wongswan, Head of Investment Solutions, Phatra Securities
Where will the continued growth come from and what are your priorities?
What can you do to improve the value proposition in wealth management?

Evrard Bordier, CEO and Managing Partner, Bordier & Cie
Offshore / onshore. Where is the long-term opportunity?

Simon Lints, CEO - Singapore, Schroders Wealth Management
Where will the continued growth come from for Schroders Wealth Management and what are your priorities?

Dominic Volek, Managing Partner, Head Southeast Asia, Henley & Partners
Why is the Investment Migration industry booming in SE Asia?
Where do your clients come from?
Why do PBs/IAMs work with Henley & Partners?

Trawut Luangsomboon, Chief Executive Officer, Jitta
What digital expectations do clients have in Thailand?
What’s the role of technology and AI in Thai wealth management?

Damian Hitchen, Chief Executive Officer, Middle East & Asia, Swissquote
What does the word ‘platform’ mean to you?
Why is Swissquote here at the Thai forum?

Steffen Ahlers, Chief Executive Officer, MFEX Mutual Funds Exchange AB
How can MFEX help wealth and asset managers with their diversification and asset allocation?

Dominic Gamble, Head of Asia Pacific, Wealth Dynamix
How can we get better at using data and CRM in wealth management?

Tuck Meng Yee, Head of Investment Solutions Asia, Allfunds
What lessons have we learnt in fund selection over the last 20 years?
How is fund selection generally done?

Aleksey Mironenko, Partner & Chief Distribution Officer, Premia Partners
How can you unearth hidden gems in China and ASEAN?

Shadab Taiyabi, Senior Executive, Strategic Partnership, Quantifeed
Scaling wealth management – how important is digital in achieving this?

Irene Lee, Business Development Director, Intermediary and Partnership, Hawksford
What challenges do Thai families have and how is that changing?

Darren Thomson, Chief Strategic Bancassurance Officer, AIA
How are the insurance products and solutions offered by Insurance companies developing in Thailand?

Samdarshi Sumit, Chief Retail Officer, Retail Business, Generali
What is the value proposition of insurance for wealth management industry in Thailand?

 

Panel Discussions 

We held 5 interactive panel discussions throughout the day – which involved senior industry practitioners who we invited to participate and share their thoughts. We have also incorporated into the summaries below the briefing notes which speakers sent to us in advance of the event. Plus, we have included the results of audience polling as well as questions we received from delegates. Click on each headline to view the PDFs.

Private Wealth Management in Thailand and in Asia Amidst a Time of Dramatic Change
Our panel discussed some of the critical changes taking place in the Asian wealth management industry, how Thailand’s competitive landscape is changing, and how local firms can adapt to secure their future success.

Panel Members
Simon Lints Chief Executive Officer - Singapore. Schroders Wealth Management
Silvio Struebi Partner, Simon-Kucher & Partners
Evrard Bordier CEO and Managing Partner, Bordier & Cie
Dr. Jon Wongswan Head of Investment Solutions - Wealth Management, Phatra Securities

Platforms and Technology: Into the Digital Future of Wealth Management in Asia
Panellists at the Hubbis Thailand Wealth Management Forum put their heads together to discuss the emerging digitalisation trends in wealth management. Symbiotic partnerships, the prudent use of digital advances as well as ensuring clients feel supported were top priorities in surviving these increasingly tech-reliant times.

Panel members
Trawut Luangsomboon Chief Executive Officer, Jitta
Nicolas Huras Head of Sales and Relationship Management, APAC - UBS Fondcenter, UBS Asset Management
Damian Hitchen Chief Executive Officer, Middle East & Asia, Swissquote
Namit Khanna Sales Director - SEA & India, Finantix
Kelvin Lim Head of Business Development, Asia, IRESS
Marie-Pascale Bonhomme Head of Partnerships Development, Asia, Amundi Asset Management
Steffen Ahlers Chief Executive Officer, MFEX Mutual Funds Exchange AB

The Rising Prominence of Wealth Solutions and Planning for Asia’s HNWIs
A panel of experts gave their insights to the increasingly important subject of encouraging Asia’s HNWIs and their families to organise robust, compliant wealth and legacy planning.

Panel members
Premrudee Parinayok Assistant Vice President, Wealth Management, Phatra Wealth Management
Darren Thomson Chief Strategic Bancassurance Officer, AIA
Samdarshi Sumit Chief Retail Officer, Retail Business, Generali
Irene Lee Business Development Director, Intermediary and Partnership, Hawksford
Edmund Lim Executive Director - Wealth Management, Swiss-Asia Financial Services
Jeroen Simons Director, High Net Worth Business Development, Sun Life Financial
Sebastien Hayoz Managing Director, Asiaciti Trust

Thailand: Investing at Home and Abroad in Uncertain and Challenging Markets
Our panel of experts gave their valuable insights into the investment market in Thailand at the Hubbis Thailand Wealth Management Forum. The mood was largely positive, with expectations of greater liberalisation to encourage foreign investment, a gradual move towards passive funds, towards ESG and impact investing and towards more sophisticated structured investments at home.

Panel members
Yingyong Chiaravutthi Head of Investments, Prudential Life Assurance
Benjarong Techamuanvivit First Senior Vice President, Strategic Planning Division, Kasikorn Asset Management
Cholathee Pornrojnangkool Senior Vice President, Micro Segment Management - Consumer Banking, Bangkok Bank

Thailand: Interesting and Relevant Investment Solutions for the Wealth Management Market
A diverse panel of investment and markets experts at the Hubbis Thailand Wealth Management Forum picked their way through various strategies that investors might consider, from multi-asset to China, to precious metals and resources.

Panel members
Carmen Cheung Head of ETF & Index Team, Samsung Asset Management
Tony Wong Head of Wealth Solutions, Sales & Product Strategy, CSOP Asset Management
Mehak Dua Business Development, GMO
Frank Benzimra Head of Asia Equity Strategy, Global Asset Allocation, Societe Generale
Christophe Numa Director, Bunker Gold & Silver

 

Presentations 

Below are summaries of the Presentations and Wealth TALKS delivered at the event. These were 10-minute slots hosted either by senior industry practitioners who we invited to speak (Wealth TALKS), or by some of our event partners (Presentations). Also listed with each summary are links to the presentation slides (where these are made available by speakers). Click on each headline to view the web versions of these – from which you can also access the 1-page PDFs.

Bordier & Cie: Championing the Partnership Model for Private Banking in Asia
Evrard Bordier, Singapore CEO and Managing Partner of Swiss private bank Bordier & Cie, knows that as a boutique firm working within a landscape of dramatic change for private banking, the bank must position itself smartly and strategically to achieve its expansion goals in APAC. He told delegates at the Hubbis Thailand Wealth Management Forum why his firm is working with banks across the region on new partnerships to help them develop their private banking models, thereby fast-tracking those partners’ local private banking propositions and the Bordier & Cie business across the region.
View slides

Investment Migration and the Asian HNWI – A World of Choice on Offer
Dominic Volek, Managing Partner and Head of Southeast Asia at investment migration consultancy Henley & Partners, gave both a head to head interview and a Workshop presentation to delegates at the Hubbis Thailand Wealth Management Forum in Bangkok. He highlighted Henley’s long history in the specialised field of global citizenship and residence planning and explained that more and more of Asia’s wealthy are taking these alternatives.  Henley’s activities span the private practice, which focuses on the needs of high net worth (HNW) and ultra-HNW clients who seek secondary residence or citizenship through investment, as well as the government practice, where Henley works with countries to design, implement and promote their individual programmes.
View Slides

Global Precious Metals’ Mathier Extols the Virtues of Physical Gold
Nicolas Mathier, Managing Partner of Global Precious Metals, met with Hubbis founder and CEO Michael Hubbis at the Hubbis Thailand Wealth Solutions event to discuss why Asia’s wealthy investors should hold more physical gold. Gold, he said, offsets the volatility in the mainstream financial markets and it also mitigates the risks of the global financial system frailties and the expanding global regulation, as it remains outside the global financial and regulatory infrastructure.

How to Improve Vital Touchpoints in Wealth Management through Digitalisation
Krzysztof Maurer, Managing Director of IT solutions provider Comarch, is one of the leaders in spearheading the firm’s thrust into the wealth management and financial sectors in Asia. He took the opportunity of presenting to delegates, explaining how as clients evolve, well-thought-through digitalisation is more critical than ever. Improving the customer experience is not enough to stand out on the market, he told the audience, and stressed how employee experience is just as important a driver in the growth of businesses in the wealth management, or indeed any, sector.
View slides

Dominic Gamble of Wealth Dynamix: ‘Have You Forgotten About Your Clients?’
Dominic Gamble, the Singapore-based Head of Asia Pacific at fintech Wealth Dynamix, spoke to the delegates to alert them to certain advantages and dangers of digital transformation. He warned that wealth management firms should be careful not to lose track of their client and their needs. He advised that optimised data storage protocols are vital. And he proposed that to future-proof their businesses, they must empower their sales forces with bespoke solutions.
View Slides

The Vital Importance of Fund Selection and Lessons Learned from Experience
Tuck Meng Yee, Head of Investment Solutions Asia at fund distributor Allfunds, knows just how vital it is for Asia’s high-net-worth investors and intermediaries to select the funds they invest in wisely, amidst a proliferation of choice the world has witnessed in the past two decades and more. He gave a presentation at the Hubbis Thailand Wealth Management Forum in Bangkok to explain the principles and how working with Allfunds can help achieve more optimal outcomes for HNWIs.
View slides

IMTF: Expanding its RegTech Solutions Asia-Wide as Compliance Needs Surge
Jordan Lo, Senior Project Manager at Swiss RegTech leader IMTF, believes that wealth management firms wanting to compete effectively in tomorrow’s world must adopt forward-looking technologies to tackle key business challenges such as client onboarding, identity/name screening, AML and fraud prevention. He gave a presentation to explain why appropriate investment in these areas results in cost-effective solutions, cohesive business operational benefits and enables enhanced end-to-end user experiences. In particular, he highlighted IMTF’s state-of-the-art identity-matching solutions.
View slides

Choosing the right investment product for the current market environment
Marc Waldhof, Sales Investment Solutions at structured products firms Leonteq Securities gave a presentation to offer delegates insights into structured product solutions that offer an ideal fit for the prevailing global financial market conditions. Structured products (SPs) can ideally complement the portfolios of the HNW client and both provide upside potential, downside protection and recovery from loss.
View slides

Emerging Markets, Finding the Gems on Offer in China and ASEAN
Like his colleagues at ETF creator and distributor Premia Partners, Aleksey Mironenko is passionate about the Hong Kong firm’s strategies to unearth the value available in China ‘A’ shares and in the ASEAN stock markets. In his capacity as Partner & Chief Distribution Officer for Premia, he gave a presentation at the Hubbis Thailand Wealth Management Forum to highlight opportunities in China new economy shares, in innovative ASEAN companies and in the firm’s forthcoming Vietnam ETF. His broad thesis is that global EM is in a positive phase, that ASEAN and China are at an even better stage and that investors can find optimal routes to these opportunities through Premia’s growing stock of strategies.
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Building Scale in the Wealth Management Offering with the Help of Seamless Digital Automation
Shadab Taiyabi, Senior Executive, Strategic Partnership at Quantifeed, gave a presentation to explain how Quantifeed can help build wealth advisory firms achieve scale using new digital and robo-advisory solutions. This is especially important in an environment such as Asia where private wealth is rising so rapidly and where competition for the attention of the mass-affluent market is so intense.

Where Are We Now? RGN Reviews the State of Play for CRS and AEOI Rollout
Ivan Pelle, Executive Director, International Taxation at Swiss investment management solutions firm Recontam Global Network (RGN) is on a mission to make its clients and partners aware of the rollout of CRS and AEOI across Asia-Pacific and how this might affect tax planning and investment strategies. He addressed the audience at the Hubbis Thailand Wealth Management Forum to update them on the timetable for countries, including Thailand, to participate and comply fully with the new CRS and AEOI conventions, and also how these affect taxation planning and citizenship or residency by investment initiatives.
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May 9

Thailand Wealth Management Forum 2019

Conrad Bangkok,Thailand