We are delighted to host our 9th annual event in Thailand for the Private Wealth Management Community.
Thailand’s wealth management market is considered one of the more dynamic in Southeast Asia, and the country’s economic expansion looks set to continue as we move out of the pandemic era, and the growth of private wealth has been even more robust. Hubbis will assemble a sizeable group of private banking, wealth and asset management experts to our forum in Bangkok to debate the optimal strategies that industry players should adopt to help them survive and prosper in the years ahead.
We have refreshed the format for the event – and we think it’s particularly relevant at a time of so much change and opportunity for the industry.
These are some of the topics we will discuss:
- 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

A community of leading organisations within Asian Wealth Management

Senior figures in Asian Wealth Management are speaking at this event

Thomas Wong
Henley & Partners

Dr. Jon Wongswan
Kiatnakin Phatra Securities

Manoj Prajapati
Allfunds

Kevin Moss
Liberty Street Advisors

Grzegorz Prosowicz
Comarch Capital Markets

Tim Niranvichaiya
StashAway

Paul Gambles
MBMG Group

Thiyachai Chong
Phillip Asset Management
Why you should attend Hubbis events

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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
Wealth Leaders – positioning for and embracing growth in the post-pandemic world
- What is your vision for wealth management in the Thailand in a (hopefully) Post Covid-19 world?
- 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?
- More generally, How will the competitive arena evolve in the coming years? Are the leaders ready for those challenges?
- How are you curating investment portfolios and delivering advice?
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


Thomas Wong
Henley & Partners

Dr. Jon Wongswan
Kiatnakin Phatra Securities

Manoj Prajapati
Allfunds

Kevin Moss
Liberty Street Advisors

Grzegorz Prosowicz
Comarch Capital Markets

Tim Niranvichaiya
StashAway

Paul Gambles
MBMG Group

Thiyachai Chong
Phillip Asset Management

Ittapat Akaraveepakin
iWS

Andrew Raming
Henley & Partners

Terence Bong
GAM Investments

Philipp Piaz
Finaport

Marie-Pascale Bonhomme
Amundi Asset Management

Emile de Marsac
Henley & Partners

Parida Leelaniramol
Comarch Capital Markets

Melissa Treloar
Amundi Asset Management
Thailand Wealth Management Forum 2022
Conrad Hotel, Bangkok,Thailand

Thailand Wealth Management Forum 2022
Conrad Hotel, Bangkok,Thailand

We are delighted to host our 9th annual event for the private wealth management community in Thailand.
We have refreshed the format for the event – and we think it’s particularly relevant at a time of so much change and opportunity for the industry.
We have designed the forum – along with the presentations and panel discussions – to bring together key market participants to discuss and debate the current positioning, role, opportunities, challenges and outlook for wealth management in Asia.
Specific topics we will cover include;
- The Increasing awareness from HNW clients about what they need.
- Growing digital capabilities.
- Wealth managers thinking about how they can add more value and differentiate their offering.
- 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
- What are the key success factors in providing an exceptional client experience?
- What are the best practices from international Banks and can they be integrated locally?
With a growing number of local and overseas participants in what is a rapidly-shifting wealth management space, differentiation in strategies and value propositions is key to deliver what clients want.
The concept of needs-based conversations with the right clients, backed up by real advice and relevant, contextual information delivered in a blended way between digital and human touch-points, is critical. Yet with the next generation increasingly important – both in size and influence – there is a pressing need to find the right solutions.
The event is attended by CEOs, senior management, product gatekeepers and business unit heads across technology, compliance, operations, risk and advisory – from the leading international and local Private Banks, Retail Banks, Securities Firms, IFAs, Family Offices, Insurance Companies, and other Independent Wealth Management Firms.
The value of a differentiated approach in the form of genuinely independent advice is certainly becoming clearer – both to clients as well as private bankers.
Can wealth mangers raise their game and address the ongoing challenges they face in scaling their businesses? These include more clearly defining business models; finding more clients; creating more clarity over fee models; attracting more competent and experienced private bankers; driving revenue in challenging and choppy markets; and keeping costs under control
Key Topics we will explore in Bangkok
Regulators have been forward-thinking
The regulators have been prescient and accommodating in helping the industry liberalise and have done their best to encourage the diversification of investment opportunities, especially for the wealthier categories of HNWIs. The industry now hopes that they continue this process and also allow more of the mass affluent to invest with greater choice.
Demand for diversification expands
There is clearly and evidently growing demand for greater diversification of products, and open architecture empowered with the best platforms will help in that pursuit. And interest in new products like private assets.
Education still needed
Education of the investor base and the upskilling of the sales teams are also vital elements for the future. This is just as true for the insurance sector as for the private banking and asset management segments.
A hybrid approach is optimal
While digitalisation will certainly help revolutionise the financial sector at large, a hybrid approach to combine the human element and the machine protocol is essential, especially in the earlier stages of development and amongst those investors with less financial acumen. And providers must be balanced and fair in what they promote, and how.
Onshore opportunities in offshore assets
Rising demand for internationalisation of portfolios is seen throughout the upper segments of the wealth industry in Thailand. One leading global bank reported that at least 50% of all their customer portfolios are in offshore products today, whereas it was a fairly low percentage in the past. That figure is not replicated throughout the broader universe of mass-affluent and other investors, which are perhaps closer to 10%-15%, but therein lies huge opportunity.
Greater competition
Given the developments past and anticipated, the next evolution is already taking place, as more international private banks compete onshore, each working through different models, some via cooperation with local banks, some with a more substantial onshore presence due to the more relaxed rules, some still flying in to offer the offshore products to customers.