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
Thailand Wealth Management Forum 2022
Conrad Hotel, Bangkok, Thailand

A community of leading organisations within Asian Wealth Management

Senior figures in Asian Wealth Management are speaking at this event

Emile de Marsac
Henley & Partners

Jaydee Lin
Raffles Family Office

Nirbhay Handa
Henley & Partners

Parida Leelaniramol
Comarch Capital Markets

Philipp Piaz
Finaport

Terence Bong
GAM Investments

Thiyachai Chong
Phillip Asset Management

Thomas Wong
Henley & Partners
Why you should attend Hubbis events

Experience our latest event for yourself
INDONESIA WEALTH MANAGEMENT FORUM - 2023
Conrad Hotel, Bangkok, Thailand
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8.30am
Registration
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8.55am
Welcome Address
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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
Speakers
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9.30am
Presentation - Customer-centricity in wealth management: lessons learned
- Banking today and tomorrow: what does make banks privileged?
- Personalization in practice.
- How to create value and drive customer loyalty?
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9.45am
Head - to - Head Q & A
- 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?
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10.15am
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
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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
Speakers
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11.00am
Refreshment & Networking
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11.30am
Presentation - Private Markets – accessing the best opportunities
- 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?
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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
Speakers
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12.15pm
Presentation - Managing liquidity and risk to maximize return in the challenging environment
- 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?
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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
Speakers
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13.00pm
Lunch
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14.00pm
Forum End
Thailand Wealth Management Forum 2022
Conrad Hotel, Bangkok,Thailand


Emile de Marsac
Henley & Partners

Jaydee Lin
Raffles Family Office

Nirbhay Handa
Henley & Partners

Parida Leelaniramol
Comarch Capital Markets

Philipp Piaz
Finaport

Terence Bong
GAM Investments

Thiyachai Chong
Phillip Asset Management

Thomas Wong
Henley & Partners

Tim Niranvichaiya
StashAway

Manoj Prajapati
Allfunds

Ittapat Akaraveepakin
Wealth Platforms Group

Dr. Jon Wongswan
Kiatnakin Phatra Securities

Melissa Treloar
Amundi Singapore

Marie-Pascale Bonhomme
Amundi Asset Management

Paul Gambles
MBMG Group

Kevin Moss
Liberty Street Advisors

Grzegorz Prosowicz
Comarch Capital Markets
Thailand Wealth Management Forum 2022
Conrad Hotel, Bangkok,Thailand