Thailand Wealth Management Forum 2022
Conrad Hotel, Bangkok，Thailand
Hubbis is delighted to have successfully hosted another live event in our 2022 post-lockdown live event series. The Thailand Wealth Management Forum again feature our new morning-plus format, which worked ideally. This was our 9th such event in Bangkok, and of course, the first since 2019 due to the hiatus brought about by the global pandemic.
We managed to provide delegates with four succinct yet detailed panel discussions amongst our selected experts, as well as four comprehensive and timely presentations, as well as one noteworthy Head-to-Head interview.
We are pleased to report that more than 100 attendees joined the event for the day, including 17 speakers, all well-known for their expertise and communication skills in the Thai and regional wealth industry. They ranged from leading local and regional private bankers, to EAM/MFO/SFO leaders, as well as brand-name asset managers, private asset specialists, investment migration experts, Fintechs & Digital Transformation professionals, and assorted investment specialists.
Together they represented a remarkable cross-section of the Thai and broader Asian wealth management industry.
The event covered numerous issues related to the Thai wealth management industry, as the speakers reviewed the state of the local market, including investor appetite, demand for estate and legacy planning, and the positioning of the regulators in terms, of new rules and also new liberalisation measures. We focused attention on the value of reaching out to the next generations of clients, as they inherit vast tracts of private wealth and/or make their own new wealth.
We also looked in detail at the issues around investment migration, which has become so much more important to HNW and UHNW clients since the pandemic took grip in early 2020. Our speakers highlighted the trend to the internationalisation of private client portfolios, as well as their increasing interest in private assets and private markets. And of course, no event would be complete without digital transformation experts reviewing the latest digital solutions to help enhance the wealth management offering.
We found the speakers and the delegates surprisingly optimistic about the outlook for wealth management in Thailand, as private wealth increases, and as clients seek an increasingly sophisticated and diversified offering.
We would like to thank our partners for the event, who were: Allfunds, Amundi Asset Management, Comarch Capital Markets, GAM Investments and Henley & Partners
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 - Trends in Thai and Regional Private Wealth Management
StashAway Thailand Head Tim Niranvichaiya on the Digital Delivery of Smart & Tailored ETF Portfolios
Tim Niranvichaiya, CFA, Managing Director, Thailand, StashAway
Henley & Partners on How Investment Migration can Complement Robust Estate & Legacy Planning
Nirbhay Handa, Group Head of Business Development, Henley & Partners
Panel discussion - The evolution of demand in Thailand for private assets
Why Careful Selection of the Advisors and the Deals are such Crucial Elements for Private Asset Investments
Dr. Jon Wongswan, Managing Director, Kiatnakin Phatra Securities
Why Careful Scrutiny and Rigorous Judgement are Crucial Elements for Private Asset Investments
Thiyachai Chong, Managing Director, Phillip Asset Management
Thailand EAM Leader Paul Gambles on Curating Quality and Integrity in Private Asset Investments
Paul Gambles, Director, MBMG Group
Amundi’s Experts on Delivering Diversified Investment Strategies and Bespoke Solutions for Asia’s Private Clients
Marie-Pascale BONHOMME, Deputy Managing Director, Amundi Thailand
Melissa Treloar, Head of Marketing & Product, South Asia, Amundi Singapore
Presentations
Customer-centricity in wealth management: lessons learned
Grzegorz Prosowicz, Head of Consulting and Product Management, Comarch Capital Markets
View video of presentation
Article - Comarch’s Head of Consulting on Lessons Learned on the Journey to Customer-Centricity in Asia’s Wealth Management Markets
Comarch's Parida Leelaniramol's Q&A
Parida Leelaniramol, Sales Director, Comarch Capital Marketss
View Video - Head-to-Head Q&A
Article - Comarch’s Southeast Asia Head of Sales on Future-Proofing Wealth Management through Digital Transformation
Henley & Partners Thailand on Investment Migration, Residency & Citizenship – Opportunities and Trends for the Year Ahead
Emile de Marsac, Business Development Manager, Henley & Partners
Thomas Wong, Business Development Manager, Henley & Partners
View video of presentation
Article - Henley & Partners on Investment Migration, Residency & Citizenship – Opportunities and Trends for the Year Ahead
Private Markets – accessing the best opportunities
Kevin Moss, President & Portfolio Manager, Liberty Street Advisors
View video of presentation
Article -Liberty Street Advisors Managing Director Kevin Moss on Democratising Access to Late-Stage Private Markets
Managing liquidity and risk to maximize return in the challenging environment
Marie-Pascale Bonhomme, Deputy Managing Director, Amundi Asset Management
View video of presentation
