Hubbis is delighted to have hosted our Vietnam Wealth Management Forum in November in Ho Chi Minh City.
These are some of the topics covered at the event:
- The Evolution of Wealth Management in Vietnam
- Citizenship and Residency – Opportunities and Trends for the year ahead
- What can we learn from developed private wealth markets in Asia?
- Vietnam – Why Now & How Vietnam Can Decouple from Global Markets
- How are clients engaging investment opportunities today?
- Customer-centricity in wealth management: lessons learned
- How are firms accelerating their digital transformation?
- What lessons could we learn from the evolution of wealth management in Asia in the design and delivery of a digital-led wealth platform in Vietnam?
- Key Tax Planning Considerations
Thanks to our partners: Henley & Partners, IRESS, VinaCapital, Comarch and Wealtra
VIETNAM WEALTH MANAGEMENT FORUM 2022
Le Meridien, Ho Chi Minh, Vietnam

A community of leading organisations within Asian Wealth Management

Senior figures in Asian Wealth Management are speaking at this event

Hanzhi Ding
BIL Wealth Management

Carolyn Leng
Bordier & Cie

Le Quang Vu
C99 Capital

Grzegorz Prosowicz
Comarch

Parida Leelaniramol
Comarch

Huy Nghiem
Finhay

Pramoth Rajendran
HSBC Bank

Jacky Poh
Henley & Partners
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HUBBIS DIGITAL ASSETS IN WEALTH MANAGEMENT FORUM - SINGAPORE 2023
Le Meridien, Ho Chi Minh, Vietnam
Hubbis is delighted to announce we will be hosting the 2023 HUBBIS DIGITAL ASSETS IN WEALTH MANAGEMENT...
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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 VinaCapital
The Evolution of Wealth Management in Vietnam
- What is your vision for wealth management in Vietnam?
- What growth potential lies ahead?
- How is the client base evolving, and how are clients’ needs and expectations developing?
- What are the challenges to further growth?
Chair
Speakers
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9.30am
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
- An Introduction to Henley & Partners Education Service
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9.45am
Panel Discussion - in partnership with Henley & Partners
What can we learn from developed private wealth markets in Asia?
- What are the ‘real’ challenges that UHNW clients face today?
- As client’s wealth grows – how can we build a compelling local market proposition?
- How can you structure a local private bank, so you offer value to clients beyond investments?
- What do UHNW clients actually want from a private wealth manager?
- How have regional wealth centres developed and what do they offer wealthy families?
- What is a Family Office and what other structures exist for investment and wealth transfer?
Chair
Speakers
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10.15am
Presentation - Vietnam – Why Now & How Vietnam Can Decouple from Global Markets
- Strong economy and benign inflation
- Urbanization and emerging middle class to drive market in next 10 years
- Attractive valuation, opportunities for active investors
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10.30am
Panel Discussion - in partnership with VinaCapital
How are clients engaging investment opportunities today?
- How is the investment proposition developing? How can we add more depth and sophistication?
- What investment products do clients want?
- How has the mutual funds industry developed and what’s next?
- What are the challenges to moving this forward?
- What must distributors do to embrace this opportunity?
- Is it realistic to offer ‘advice’ to clients in Vietnam?
Chair
Speakers
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11.00am
Refreshment & Networking
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11.30am
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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11.45am
Head - to - Head Q & A
- How are wealth managers in Vietnam 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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12.00pm
Panel Discussion
How are firms accelerating their digital transformation?
- It’s a young and digitally savvy population – but older people have the majority of wealth. So how is the opportunity evolving?
- How do you use technology today?
- What does digitalization mean to you and your firm?
- Where are you up to in this journey?
- What is coming next in the world of digital technologies and services that will further enhance the wealth management offering, and how can those improve the proposition?
- How do wealth managers make the right decisions, firstly on what areas to focus on, and then which solutions to adopt and which technology partners to work with?
- What progress are Digital Wealth Managers making? Are they challenging traditional wealth firms?
Chair
Speakers
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12.30pm
Presentation - What lessons could we learn from the evolution of wealth management in Asia in the design and delivery of a digital-led wealth platform in Vietnam?
- As Asia evolves from the traditional RM-led advisory model into a Digital-led model, what are some of the lessons we can draw as we zero in on Vietnam's young and dynamic wealth management landscape?
- What are the products and delivery channels that would allow us to capitalise and seize the opportunities in Vietnam? Is the RM model obsolete?
- What are some of the considerations in terms of an operating model for a digital wealth platform? How does the client's digital journey look like? What are some of the digital capabilities to build for differentiation and what components do we rent for enhanced operating leverage?
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12.45pm
Presentation - Key Tax Planning Considerations
- Trends in Vietnam
- What you/your business needs
- Wealth management & estate planning
- Key tax planning considerations
- How advisors add value
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1.00pm
Lunch & Networking
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2.00pm
Forum Ends
VIETNAM WEALTH MANAGEMENT FORUM 2022
Le Meridien, Ho Chi Minh,Vietnam


Hanzhi Ding
BIL Wealth Management

Carolyn Leng
Bordier & Cie

Le Quang Vu
C99 Capital

Grzegorz Prosowicz
Comarch

Parida Leelaniramol
Comarch

Huy Nghiem
Finhay

Pramoth Rajendran
HSBC Bank

Jacky Poh
Henley & Partners

Eric Kuah
IRESS

Nam Nguyen
Kreston

Le Quang Huy
PwC

Mukesh Pilania
Techcombank

Gauraw Srivastava
VNDirect

Ngo Thu Phuong
VietinBank

Bao Nguyen
Vietnam Capital Advisors

Brook Taylor
VinaCapital

Eric Levinson
VinaCapital

Thu Nguyen
VinaCapital
VIETNAM WEALTH MANAGEMENT FORUM 2022
Le Meridien, Ho Chi Minh,Vietnam

Hubbis is delighted to have hosted our Vietnam Wealth Management Forum in November in Ho Chi Minh City on November 9. These are some of the topics covered at the event:
- The Evolution of Wealth Management in Vietnam
- Citizenship and Residency – Opportunities and Trends for the year ahead
- What can we learn from developed private wealth markets in Asia?
- Vietnam – Why Now & How Vietnam Can Decouple from Global Markets
- How are clients engaging investment opportunities today?
- Customer-centricity in wealth management: lessons learned
- How are firms accelerating their digital transformation?
- What lessons could we learn from the evolution of wealth management in Asia in the design and delivery of a digital-led wealth platform in Vietnam?
- Key Tax Planning Considerations
Sincere thanks to our partners: Henley & Partners, Iress, VinaCapital, Comarch and Wealtra.
Below for your interest and reference are links to various content we captured from the day. Please click on the orange headlines – and do send any comments or feedback to [email protected].
Content Highlights
Panel Discussions
Panel discussion – The Evolution of Wealth Management in Vietnam
VinaCapital’s Eric Levinson: a Brief Overview of the Evolution of Wealth Management in Vietnam and the World of Investments
Eric Levinson, Head of Business Development, VinaCapital
Gauraw Srivastava, Managing Director at VNDirect, reviews the State of the Vietnam Wealth Market
Gauraw Srivastava, Managing Director, VNDirect
Panel discussion – What can be learned from more developed private wealth markets in Asia?
The Evolution of Vietnam’s Wealth Market, Investment Opportunities and Advice
Pramoth Rajendran, Country Head of Wealth and Personal Banking, Vietnam, HSBC Bank
Panel discussion – The Road to Digital Transformation in Vietnam’s Wealth Management Market
The Road to Digital Transformation in Vietnam’s Wealth Management Market
Mukesh Pilania, Head of Retail Digital Banking, Techcombank
Head-to-Head Q&A - Parida Leelaniramol
Comarch’s Southeast Asia Head of Sales on Future-Proofing Wealth Management in Vietnam through Digital Transformation
Parida Leelaniramol, Sales Director, Comarch Capital Markets
Presentations
Citizenship and Residency – the Opportunities and Trends for the year ahead
Jacky Poh, Deputy Head Southeast Asia, Henley & Partners
View video of presentation
Article - Citizenship and Residency – The Many Opportunities and Trends for the Year Ahead
Vietnam – Why Now & How Vietnam Can Decouple from Global Markets
Thu Nguyen, Head of Investment, Public Equities & Fixed Income, VinaCapital
View video of presentation
Article - The Investment Case for Vietnam and How it can Decouple from Global Markets
Customer-centricity in wealth management: what are the lessons learned
Grzegorz Prosowicz, Head of Consulting and Product Management, Comarch Capital Markets
View video of presentation
Article - Comarch’s Head of Consulting on Vietnam and the Journey to Customer-Centricity in Asia’s Wealth Management Markets
What lessons could we learn from the evolution of wealth management in Asia in the design and delivery of a digital-led wealth platform in Vietnam?
Eric Kuah, Head of Business Development - Asia, IRESS
View video of presentation
Article - Key Lessons from the Evolution of Wealth Management in Asia in Delivering a Digital Wealth Platform in Vietnam
Key Tax Planning Considerations
Nam Nguyen, Managing Partner, Kreston
View video of presentation
Article - Key Tax Planning Considerations in Vietnam’s Wealth Management Markets
VIETNAM WEALTH MANAGEMENT FORUM 2022
Le Meridien, Ho Chi Minh,Vietnam