We were delighted to host our 9th annual event in Thailand for the Private Wealth Management Community.


Thanks to our Partners:

  • Allfunds
  • Amundi Asset Management
  • Comarch Capital Markets
  • GAM Investments
  • Henley & Partners

 

These were some of the topics we discussed:

  • Wealth Leaders – positioning for and embracing growth in the post-pandemic world
  • Tools and Strategies to secure your clients legacy for the next Generation
  • The evolution of demand in Thailand for private assets
  • Digital Transformation
  • Investment Themes and Strategies for the year ahead
May 25

Thailand Wealth Management Forum 2022

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

Grzegorz Prosowicz

Comarch Capital Markets

Melissa Treloar

Amundi Singapore

Ittapat Akaraveepakin

iWS

Thomas Wong

Henley & Partners

Terence Bong

GAM Investments

Philipp Piaz

Finaport

Emile de Marsac

Henley & Partners

Paul Gambles

MBMG Group

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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Event Agenda
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  • 8.30am

    Registration

  • 8.55am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.00am

    Panel Discussion - in partnership with Allfunds

    Trends in Thai and Regional Private Wealth Management

    • How is private wealth management evolving in Thailand and Asia-Pacific?
    • What are the trends we are seeing and how are firms differentiating their offering?
    • 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?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Tim Niranvichaiya

    Managing Director, Thailand

    StashAway

    Manoj Prajapati

    Head of Sales, South Asia

    Allfunds

    Jaydee Lin

    Managing Partner and Co-Founder

    Raffles Family Office

  • 9.30am

    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?
  • 9.45am

    Head - to - Head Q & A

    Parida Leelaniramol

    Sales Director

    Comarch Capital Markets

    • How are wealth managers in Thailand 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?
  • 10.15am

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

    Emile de Marsac

    Business Development Manager

    Henley & Partners

    Thomas Wong

    Business Development Manager

    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

    Panel Discussion - in partnership with Henley & Partners

    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
    • 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?
    • Setting up of a Family Office
    • The role of residency and citizenship options

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Ittapat Akaraveepakin

    Executive Director

    iWS

    Philipp Piaz

    Partner

    Finaport

    Nirbhay Handa

    Group Head of Business Development

    Henley & Partners

  • 11.00am

    Refreshment & Networking

  • 11.30am

    Presentation - Private Markets – accessing the best opportunities

    Kevin Moss

    President & Portfolio Manager

    Liberty Street Advisors

    • How can investors gain access to a portfolio of unique, privately-owned companies?
    • Where will the opportunities be in 2022? Pre-IPO disruptors? high growth innovation companies?
    • What’s the impact of tighter liquidity and rising inflation on Private Markets?
  • 11.45am

    Panel Discussion - In partnership with GAM Investments

    The evolution of demand in Thailand for private assets

    • What’s the value of private assets within a diversified portfolio?
    • What are the challenges faced by clients in accessing these opportunities?
    • How do you value private assets? Especially given the substantial volatility in the public markets
    • To what extent Is there a democratisation of access to private market opportunities?
    • What are the differences in alignment of interests in private vs public markets? What are the benefits of investing alongside large anchor investors?
    • What are the pros and cons of the various types of exits for private companies?
    • We are witnessing rotation from high-growth disruptive investments into more ‘old economy’ plays. What impact will this have on private companies?

    Chair

    Terence Bong

    Managing Director - Head of Singapore

    GAM Investments

    Speakers

    Dr. Jon Wongswan

    Managing Director

    Kiatnakin Phatra Securities

    Paul Gambles

    Director

    MBMG Group

    Thiyachai Chong

    Managing Director

    Phillip Asset Management

  • 12.15pm

    Presentation - Managing liquidity and risk to maximize return in the challenging environment

    Marie-Pascale Bonhomme

    Deputy Managing Director

    Amundi Asset Management

    • What are the challenges faced by Asset Managers and Private Bankers in turbulent times?
    • Why liquidity and risk management are important?
    • How to manage liquidity and risk, while investors look for higher return?
  • 12.30pm

    Panel Discussion - In partnership with Amundi Thailand

    Diversifying investment strategies, building bespoke solutions to match client’s key challenges

    Fund Hosting

    • What is fund hosting?
    • What are the different roles in fund hosting?
    • What are the key benefits for using fund hosting?
    • Can you take us through any examples or case studies?


    Liquid Alternative Investment

    • What is Liquid Alternative Investment? and why this is the right time?
    • What are the key benefits?
    • Alternative UCITs framework for Private Bank and Retail Bank


    Fund Distribution Service

    • What are the distribution channel challenges for Asset Managers?
    • Why Fund distribution service is key to distribution value chain?
    • Customised Services/ Benefits for distributors

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Marie-Pascale Bonhomme

    Deputy Managing Director

    Amundi Asset Management

    Melissa Treloar

    Head of Marketing & Product Developtment, South Asia

    Amundi Singapore

  • 13.00pm

    Lunch

  • 14.00pm

    Forum End

May 25

Thailand Wealth Management Forum 2022

Conrad Hotel, Bangkok,Thailand

Speakers

Grzegorz Prosowicz

Comarch Capital Markets

Melissa Treloar

Amundi Singapore

Ittapat Akaraveepakin

iWS

Thomas Wong

Henley & Partners

Terence Bong

GAM Investments

Philipp Piaz

Finaport

Emile de Marsac

Henley & Partners

Paul Gambles

MBMG Group

Kevin Moss

Liberty Street Advisors

Marie-Pascale Bonhomme

Amundi Asset Management

Thiyachai Chong

Phillip Asset Management

Jaydee Lin

Raffles Family Office

Parida Leelaniramol

Comarch Capital Markets

Tim Niranvichaiya

StashAway

Manoj Prajapati

Allfunds

Nirbhay Handa

Henley & Partners

Dr. Jon Wongswan

Kiatnakin Phatra Securities

May 25

Thailand Wealth Management Forum 2022

Conrad Hotel, Bangkok,Thailand

Partners
May 25

Thailand Wealth Management Forum 2022

Conrad Hotel, Bangkok,Thailand