THAILAND WEALTH MANAGEMENT FORUM 2023

Conrad Hotel, Bangkok,Thailand

Hubbis is delighted to have hosted a very successful inaugural THAILAND WEALTH MANAGEMENT FORUM 2023 on Wednesday 24th May in Thailand.

Thanks to our exclusive partner: Comarch, GAM Investments, Henley & Partners, AQUIS Capital, Allfunds, MFEXbyEuroclear, Premia Partners, Synpulse, Alta, FinIQ, GoUpscale, J. Rotbart & Co., Simon-Kucher Global Strategy Consultancy 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

Photos
Content summary
 

Panel Discussions 

Panel Discussion - What themes will shape the industry in the next ten years?

 

Panel Discussion - Evolving Platform and Proposition

Article - Evolving the Platform and the Proposition in Thailand’s Wealth Management Market
Thiyachai Chong,
Head, Wealth Management & Preferred, Executive Vice President, CIMB Bank

 

Panel Discussion - Curating a winning client portfolio

Article - Leo Wealth’s CIO on Evolving the Ideologies Around Curating Investment Offerings for Private Clients
Harmen Overdijk,
Chief Investment Officer, Leo Wealth

Article - Curating Winning Portfolios and Improving Allocation for Thai Private Clients
Dr. Jon Wongswan,
Managing Director, Kiatnakin Phatra Securities

Article - Paul Gambles on Curating Winning Portfolios and Improving Allocation for Thai Private Clients
Paul Gambles, Director, MBMG Group
 

Panel Discussion - What are the issues Effecting HNW and UHNW Clients in Thailand?

 

Q&A

Q&A with Comarch's Parida Leelaniramol

Article - Head-to-Head Q&A with Comarch's Parida Leelaniramol on Digital Transformation
Parida Leelaniramol,
Sales Director, Comarch

 

Presentations

Wealth as a Service: Looking well beyond the “Crazy Rich Asians”
Yash Shah, Partner, Synpulse
View video of presentation
Article - Synpulse’s Yash Shah on ‘Wealth as a Service’ and Optimising the Potential in Asia’s Fast-Growing Mass Affluent Market

 

Residency and Citizenship – Opportunities and Trends for the year ahead
Rory McDaid, Director Private Clients, Henley & Partners
View video of presentation
Article - Henley & Partners Expert Rory McDaid on the Merits of Investment Migration

 

Isolating Alpha in Uncertain Times
Rahul Mathur,
Investment Manager, GAM Investments
Article - GAM Investments Rahul Mathur Highlights Strategies to Isolate Alpha in these Uncertain Times

 

China is reopening and framing for 2023 - opportunities in China and ASEAN
Laura Lui, Partner, Co-Chief Investment Officer, Premia Partners
View video of presentation

 

Strengthening customer lifetime value in wealth management
Anna Sacha, Senior Consultant, Comarch
View video of presentation
Article - Strengthening Customer Lifetime Value in Wealth Management – Perspectives from Comarch

 

Lumen Vietnam – an Investment Pearl in Southeast Asia
Luong Cong Minh, Head of Research, Vietnam Holding Asset Management
View video of presentation
Article - Accessing Vietnam –Sustainable Value Investing in one of Asia’s Most Dynamic & Undervalued Market

 

Re-inventing access to private markets
David Genn, CEO, Goji
View video of presentation
Article - Goji CEO David Genn on Re-inventing Optimised Access to Private Assets & Markets