INDONESIA WEALTH MANAGEMENT FORUM - 2023
Shangri-La Jakarta,Indonesia
Hubbis is delighted to have hosted a very successful inaugural INDONESIA WEALTH MANAGEMENT FORUM 2023 on Wednesday 29th March in Indonesia.
Thanks to our exclusive partner: Henley & Partners, Simon-Kucher Global Strategy Consultancy, Premia Partners, Synpulse, additiv, Alta, Citadel Group 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 - Wealth Managers - How to Survive and Prosper in the new world
Article - Indonesia and the Wealth Management Community: How to Survive and Prosper in the World Ahead
Yulius Ardi, Head of Wealth Management, Bank Danamon
Article - Indonesian Wealth Management: How to Survive and Prosper in the World Ahead
Meru Arumdalu, Head of Wealth Management, Standard Chartered Bank
Panel Discussion - Evolving the Platform & Proposition
Article - Indonesian Wealth Management: Evolving the Platform and Proposition
Ivan Kusuma, Head of Investment & Insurance, DANA
Panel Discussion - What are the Current Trends and Concerns for International Families
Panel Discussion - How to curate winning client portfolios following a challenging year
Article - Experts Survey the Markets & Opportunities for Indonesia’s Private Clients
Benjamin Twoon, Co-founder and Chief Commercial Officer, Alta
Presentations
Wealth as a Service: Looking beyond “Crazy Rich Asians”
Yash Shah, Partner, Synpulse
View video of presentation
Citizenship and Residency – Some opportunities and Trends for the year ahead
Ian Horsburgh, Country Head of Indonesia, Henley & Partners
View video of presentation
Article - Henley & Partners Surveys Challenges around Visa-Constrained Travel and the Key Investment Migration Solutions
Growth of digital wealth management
Pieter Zylstra, General Manager - APAC, additiv
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Article - The Rise of Digital Wealth Management in the Growth Markets of ASEAN
China reopening and framing for 2023 opportunities in China and ASEAN
David Lai, Partner & Co-CIO, Premia Partners
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Beneficial Ownership public access and the consequences for you
Zac Lucas, Partner – International Private Wealth, Spencer West
View video of presentation
Article - Beneficial Ownership, Public Access and the Consequences for Private Clients
Proven strategy for driving revenue growth across digital channels
Dr. Silvio Struebi, Partner, Simon-Kucher Global Strategy Consultancy
View video of presentation