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
May 25

Thailand Wealth Management Forum 2022

Conrad Hotel, Bangkok, Thailand

REGISTER
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

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

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.

Latest event content
All event content

Experience our latest event for yourself

Middle East Wealth Management Forum 2020

Conrad Hotel, Bangkok, Thailand

We were delighted to host our 5th annual Middle East Wealth Management Forum in Dubai....

read more

Get involved in Hubbis events

Sponsor an event

I’m looking to sponsor an event
I’m looking to become a speaker

Contact Us
Event Agenda
download pdf
  • 8.30am

    Registration

  • 8.55am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 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

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Tim Niranvichaiya

    Managing Director, Thailand

    StashAway

    Manoj Prajapati

    Head of Sales, South Asia

    Allfunds

  • 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

    Andrew Raming

    Senior Manager Business Development

    Henley & Partners

    Ittapat Akaraveepakin

    Executive Director

    iWS

    Philipp Piaz

    Partner

    Finaport

  • 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, Thailand

    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, Thailand

    Amundi Asset Management

    Melissa Treloar

    Head of Marketing & Product, South Asia

    Amundi Asset Management

  • 13.00pm

    Lunch

  • 14.00pm

    Forum End

May 25

Thailand Wealth Management Forum 2022

Conrad Hotel, Bangkok,Thailand

REGISTER
Speakers

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

May 25

Thailand Wealth Management Forum 2022

Conrad Hotel, Bangkok,Thailand

REGISTER
Partners
May 25

Thailand Wealth Management Forum 2022

Conrad Hotel, Bangkok,Thailand

REGISTER
Summary

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.

May 25

Thailand Wealth Management Forum 2022

Conrad Hotel, Bangkok,Thailand

REGISTER