We were delighted to host our inaugural event in Vietnam – focused on understanding the longer term potential for wealth management in this fast-growing economy, and how to prepare for it.

150 senior individuals attended – including senior management, product and investment specialists, business heads and other relevant practitioners in Retail Banks, Local Asset Management Firms, Insurance Companies and other players interested in the development of wealth management in Vietnam.

Many thanks again to those people who participated in and attended the event, and also to our partners.

Sep 8

Vietnam Wealth Management Forum 2016

Melia Hotel, Vietnam

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

Hang Le Thi Le

SSI Asset Management

Sancho Chan

Sun Life Financial

Bao Nguyen

GoBear

Sylvie Ma

Henley & Partners

Duc Hung Duong

ANZ

Victor Lye

FWD

Barry Winter

Pafilia

Duc Cuong Trinh

MB Bank

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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  • 8.40am

    Registration

  • 9.00am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.05am

    Panel Discussion

    What is the potential that wealth management in Vietnam represents?

    • How can we prepare for the potential that exists for wealth management in Vietnam – even though the market is not ready yet? 
    • How long will it take to develop?
    • What is needed to take the market to the next level?
    • How will the wealth evolve and grow?
    • How will you segment your clients?
    • How do you expect the product proposition to develop?
    • In which areas is education most needed? And whose responsibility is it?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Sandeep Deobhakta

    Vice President, Regional Bancassurance Officer

    VP Bank

    Thai Nguyen Thuan

    Managing Director

    VinaCapital

    Duc Cuong Trinh

    Head of Retail Banking

    MB Bank

    Tim Searle

    Chairman

    Globaleye

    Duc Hung Duong

    Head of Retail Banking

    ANZ

  • 9.50am

    Presentation - Residence and citizenship planning for Asian families - an overview

    Sylvie Ma

    Managing Partner

    Henley & Partners

    • Why do families relocate?
    • What should HNW families consider when carrying out residence and citizenship planning?
    • Current developments in residence and citizenship programmesEast
  • 10.00am

    Presentation - Insurance products as a key solution in managing wealth

    K R Raju

    Founder & Adviser License Financial Planner

    Blueprint Planning

    • Developing opportunities for insurance companies
    • Business insurance
  • 10.10am

    Panel Discussion

    How can we accelerate the development of Vietnam’s capital markets – and create the infrastructure for wealth management?

    • How can we deepen liquidity in Vietnam’s capital markets?
    • What should the regulators do to help spur further development?
    • How can we create more diversity?
    • What direction should growth take in the securities market?
    • How can we create the right framework for mutual funds and other wealth management products?
    • What’s the potential to develop more private equity opportunities?
    • What players and expertise within asset management and other segments do we need to create a wider variety of products to help the market develop and spur diversification?
    • What’s the outlook for the financial markets in Vietnam over the next decade?

     

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Thi Kim Cuong Tran

    CEO & Chief Investment Officer

    Manulife Asset Management

    Kevin Snowball

    Chief Executive Officer & Chief Investment Officer

    PXP Vietnam Asset Management

    Andreas Vogelsanger

    Chief Executive Officer

    Asia Frontier Capital

    Cong Thien Le

    Deputy Chief Executive Officer

    Ho Chi Minh Securities

    Hanh Luong Thi My

    Head of Domestic Asset Mangement

    Dragon Capital

    Sancho Chan

    Chief Investment Officer, Head of ALM

    Sun Life Financial

    Avinash Satwalekar

    Chief Executive Officer and Chief Investment Officer

    Vietcombank

  • 11.00am

    Refreshment & Networking

  • 11.30am

    Panel Discussion

    Developing opportunities for insurance companies in Vietnam

    • Where are the biggest opportunities and challenges for insurance companies in Vietnam?
    • How will products develop and diversify?
    • Married or dating – what’s the best approach for banks and insurance companies?
    • How should the regulators help facilitate the industry's further development? What would this mean for the insurance industry?
    • How can we reach the customer? What can insurers do to better educate potential customers about their insurance-related needs?
    • What’s the role of technology – including the digital opportunity? 
    • How can we improve the client experience? 
    • How to enhance credibility and perception of agents in the eyes of consumers?
    • Can the industry increase the number of productive agents - especially with younger talent?
    • What tools will increase productivity? 
    • What developments in other markets can Vietnam adopt? 

     

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    K R Raju

    Founder & Adviser License Financial Planner

    Blueprint Planning

    ​​​​​​​Bao Nguyen

    Chief Distribution Officer BIDV Metlife

    BIDV MetLife

    Victor Lye

    Group Head of IFA & Benefits

    FWD

    Michael Gerber

    Managing Partner & Chief Executive Officer

    Synpulse

  • 12.15pm

    Presentation - Building an effective and efficient product offering

    Erdem Ozgul

    Managing Director

    Numerix

    Trends and best practices in creating, distributing and managing risk of investment products
    Utilising innovative technologies to overcome challenges with legacy systems and processes, and improve productivity and profitability

  • 12.25pm

    Presentation - European citizenship through investment

    Barry Winter

    Regional Sales Manager

    Pafilia

    • Cyprus
    • The Citizenship Program
    • Property investment
  • 12.35pm

    Panel Discussion

    How technology can transform your business

    • What is the role of technology within financial services and wealth management?
    • What are the key digital trends and how are they changing the business?
    • How are emerging technologies reshaping the way banks connect with customers?
    • How can you leverage technology across multiple channels to drive customer acquisition, and retention?
    • How can and should you look to use data to drive actionable insights?
    • How can digital be leveraged further? 

     

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Erdem Ozgul

    Managing Director

    Numerix

    Eddie Thai

    Venture Partner

    500 Startups

    Amit Malhotra

    Head of Retail Banking, Vietnam

    Standard Chartered Bank

  • 13.10pm

    Lunch

  • 14.00pm

    Panel Discussion - What can we learn from wealth management markets elsewhere in Asia?

    • Trends and best practices in wealth management across Asia
    • What is the stage of development of the industry in the more developed hubs of Hong Kong, Singapore and Australia?
    • How is wealth management evolving in developing markets like Thailand, the Philippines, India, etc?
    • What lessons can we learn from the journeys in these markets so far?
    • What are some of the steps that regulators across Asia have taken to facilitate industry growth?

     

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Sumeet Bhambri

    Global Head - Advisory & Managed Investments

    Standard Chartered Bank

    Stephan Repkow

    Founder & Chief Executive Officer

    Wealth Management Alliance

    Dominic Volek

    Group Head of Private Clients

    Henley & Partners

    Barry Mitchell

    Group Legal Counsel

    AMS Trustees

    ​​​​​​​Eric Solberg

    Chief Executive Officer

    EXS Capital

  • 14.45pm

    Panel Discussion - Why should wealth management be important to you?

    • What are the key components of wealth management?
    • How can you determine the opportunity for you?
    • What’s the starting point to growing and evolving in wealth management?
    • What is the fundamental role of a relationship manager or client adviser in wealth management?
    • What products should you be offering to clients? And how do you build the right product platform?
    • How can you make money via wealth management?
    • How can you manage and incentivise staff?
    • Are there any ‘easy wins’ in building a wealth management business?
    • What has proven successful on other markets?

     

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    James Murphy

    Lecturer and Course Leader in Finance

    RMIT International University

    Khanh V. Nguyen

    Founder & Chief Executive Officer

    Rameses Consulting

    Afonso Vieira

    Managing Director and Head of Investment Management

    Total Wealth Management

    David MacDonald

    Head of Learning Solutions

    Hubbis

  • 15.30pm

    Refreshment & Networking

  • 15.55pm

    Presentation - Understanding – and selling – mutual funds

    Thi Kim Cuong Tran

    CEO & Chief Investment Officer

    Manulife Asset Management

    • What are mutual funds?
    • Why should your clients buy them?
    • How do you sell them?
    • What’s the outlook for mutual funds in Vietnam?
  • 16.10pm

    Presentation - Building an insurance offering

    Fabien Jeudy

    Chief Executive Officer

    Sun Life Financial

    • What are the different kinds of insurance products that exist?
    • What are the drivers for clients to buy different types of insurance?
    • Where do insurance products fit into a client’s wealth management strategy?
    • How do you have the right types of conversations with clients about insurance?
  • 16.25pm

    Presentation - Private managed accounts for HNWIs in Vietnam

    Hang Le Thi Le

    Chief Executive Officer

    SSI Asset Management

    • Potential of professional asset management for HNWIs in Vietnam
    • What can we do to promote this market segment?
    • Private managed accounts for HNWIs at SSIAM
  • 16.35pm

    Presentation - How to have needs-based conversations with clients

    David MacDonald

    Head of Learning Solutions

    Hubbis

    • What does a world-class relationship manager do?
    • What skill-set, knowledge base and mind-set do bankers and advisers need to be successful in wealth management?
    • What’s your role in educating customers? 
    • How can you have a proper needs-based conversation with a client? What’s the process?
    • Training your client - how can you have suitable product-related discussion with your clients?
    • What’s the broader relationship you should strive for with your clients?
    • What behaviours build trust with customers?
  • 17.00pm

    Forum End

Sep 8

Vietnam Wealth Management Forum 2016

Melia Hotel,Vietnam

Speakers

Hang Le Thi Le

SSI Asset Management

Sancho Chan

Sun Life Financial

Bao Nguyen

GoBear

Sylvie Ma

Henley & Partners

Duc Hung Duong

ANZ

Victor Lye

FWD

Barry Winter

Pafilia

Duc Cuong Trinh

MB Bank

K R Raju

Blueprint Planning

Hanh Luong Thi My

Dragon Capital

Amit Malhotra

Standard Chartered Bank

James Murphy

RMIT International University

David MacDonald

Hubbis

Thai Nguyen Thuan

VinaCapital

Michael Gerber

Synpulse

Tim Searle

Globaleye

Avinash Satwalekar

Vietcombank

Stephen Clark

FWD

Andreas Vogelsanger

Asia Frontier Capital

Kevin Snowball

PXP Vietnam Asset Management

Stephan Repkow

Wealth Management Alliance

Erdem Ozgul

Numerix

Barry Mitchell

AMS Trustees

Afonso Vieira

Total Wealth Management

Thi Tuyet Ha Nguyen

Vietnam International Bank

Cong Thien Le

Ho Chi Minh Securities

Sumeet Bhambri

Standard Chartered Bank

Khanh Nguyen

Rameses Consulting

Thi Kim Cuong Tran

Manulife Asset Management

Sandeep Deobhakta

VP Bank

Minh Nguyen

Aetna

Eric Solberg

EXS Capital

Fabien Jeudy

Sun Life Financial

Dominic Volek

Henley & Partners

Sep 8

Vietnam Wealth Management Forum 2016

Melia Hotel,Vietnam

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Sep 8

Vietnam Wealth Management Forum 2016

Melia Hotel,Vietnam