Vietnam Wealth Management Forum 2017

The Reverie Saigon,Vietnam

We were delighted to host our 2nd annual event for the Vietnam wealth management community – the pre-eminent event of its type. Over 200 senior individuals attended – including CEOs, senior management, product gatekeepers and business unit heads from the leading Private Banks, Retail Banks, IFAs, Insurance Companies and local Asset Management Firms.

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


Content Highlights

Video Highlights
Event summary & poll results
Panel discussions
Presentations & Wealth TALKS


Post-event Report

You might also like to view the full Post-Event Report – which is a consolidated summary, including photos of speakers & delegates, the attendee profiles & some delegate feedback, polling results, and more.


Event Summary

Creating a more meaningful wealth management market in Vietnam

Providing advice in a more structured and consistent way is essential in preparing investors’ portfolios – especially in an environment where the potential for correction, plus disruption from the march towards digital, looms large - according to speakers at the flagship Hubbis Investment Solutions Forum 2017 in Singapore in early June.


Panel Discussions

We held 3 interactive panel discussions throughout the day – which involved 14 senior industry practitioners who we invited to participate and share their thoughts. We have also incorporated into the summaries below the briefing notes which speakers sent to us in advance of the event. Plus, we have incorporated the results of audience polling done on the day as well as questions we received from delegates on the day. Click on each headline to view the web versions of these – from which you can also access the PDFs

Laying the foundations for wealth management in Vietnam
If banks and other financial institutions in the country start to take wealth management more seriously – plus work with regulators to develop the capability, capacity and infrastructure required – a more meaningful role for the industry looks likely over the coming decade.

Panel speakers
Lan Anh Do
Head of Wealth Management, Vietnam. Standard Chartered Bank
Fred LimExecutive Director, Retail Banking, UOB Ho Chi Minh City Branch
Johan NyveneChief Executive Officer, Ho Chi Minh City Securities Corporation
Bao NguyenChief Executive Officer, Vietnam Capital Advisors
Kenneth AtkinsonChairman, Grant Thornton Vietnam, Chairman, British Business Group Vietnam
Sylvie MaManaging Partner, Vietnam, Henley & Partners


Driving the development of an investment mind-set in Vietnam
The country’s asset management industry is dependent on investor education around concepts such as asset allocation and risk – and also on access to products and tools to implement them – if it has any chance of evolving and maturing. Only then will there be the right framework for mutual funds onshore.

Panel speakers
Hoai Thu NguyenManaging Director, VinaCapital 
Le Le HangChief Executive Officer, SSI Asset Management
Kevin SnowballChief Executive Officer, PXP Vietnam Asset Management
Andreas VogelsangerChief Executive Officer, AFC Vietnam Fund


How banks can prepare for the wealth evolution in Vietnam
Taking a long-term approach will result in a successful business for financial institutions looking to tap the country’s wealth management potential – from developing the right culture among staff to building product capabilities and the advisory model.

Panel speakers
Dung Dang TuyetDeputy Chief Executive Officer, and Chief Executive Officer of Retail Banking, Maritime Bank
Michael GerberChief Executive Officer, 360F
Andrew HendryManaging Director, Asia, Westoun Advisors
Piotr ZboinskiHead of Operations & Strategy, Management Consulting, Orbium 



Below are summaries of the Presentations and Wealth TALKS delivered at the event. These were 10-minute slots delivered either by senior industry practitioners who we invited to speak (Wealth TALKS), or by some of our event partners (Presentations). Also listed with each summary are links to the presentation slides (where these are available from speakers). Click on each headline to view the web versions of these – from which you can also access the 1-page PDFs.

PRESENTATION SUMMARY - How to break down silos in financial services
Benjamin Turner of Liferay explains how to encourage cooperation internally within organisations, to implement solutions that break down technology silos.
View slides

PRESENTATION SUMMARY - Why transparency, reporting rules create opportunities in adversity
Irene Lee of Equiom Group believes there are opportunities for the industry to garner within the current uncertainty around regulation and tax transparency around the world.
View slides

WEALTH TALK SUMMARY - Portugal - the new IFC?
Afonso Vieira of Total Wealth Management explains why Vietnamese families are now using Portugal as an international financial centre (IFC).

WEALTH TALK SUMMARY - Creating the framework for funds distribution
Andrew Hendry of Westoun Advisors explains why mutual funds are essential for wealth management success, and how to build the capability and infrastructure.
View slides

WEALTH TALK SUMMARY - Deepening the Vietnam market through IPOs
Bill Stoops of Dragon Capital explains why the capital markets look to be an effective way to increase liquidity and diversity in the country.

WEALTH TALK SUMMARY - How to future-proof private banking
Evrard Bordier of Bordier & Cie sees problems ahead for private banks that aren't able to explain why they are relevant.
View slides

WEALTH TALK SUMMARY - A customer-led approach to wealth management
Sandeep Deobhakta of VPBank explains the importance to all banks of knowing customers’ needs, an also training their staff and giving them the right tools to meet them.
View slides

WEALTH TALK SUMMARY - Driving diversity in Vietnam via mutual funds
Thai Thuan Nguyen of VinaCapital looks at the stage of development of the fledgling mutual funds space in the country, and the role of funds in investor portfolios.
View slides

PRESENTATION SUMMARY - Opening global routes for wealthy Vietnamese
Sylvie Ma of Henley & Partners explains why people can benefit from residence and alternative citizenship, and how to assist these clients.
View slides

WEALTH TALK SUMMARY - Developing the insurance offering in Vietnam
Paul Nguyen of Manulife explains how the firm is building on its market position and product offering to tap the opportunity this under-penetrated market represents.



“Hubbis organised a world-class forum in Vietnam. These events are integral to the growth of wealth management [in this country] and other emerging markets in South-east Asia.” 
Bao Nguyen, Chief Executive Officer, Vietnam Capital Advisors

“The wealth management industry in Vietnam, particularly private wealth, is at an infant stage. The Hubbis event provides the insights that we hope will shape the future of wealth management in Vietnam.”
Duy Nguyen Manager, Equity Research, Thien Viet Securities

“The Hubbis wealth management conference in Ho Chi Minh City is on par with the development of the market itself: 20% growth year-by-year.”
Michael Gerber, Chief Executive Officer, 360F

“It was a great event with many stalwarts of the Vietnamese wealth management sector in attendance, including asset managers (eg. VinaCapital, Dragon Capital, etc), banks (eg. VP Bank, Maritime Bank, Military Bank, etc.) and brokerages (HSC and SSI). The event again showed the level of activity in the market, with all players positive about the future of the industry and many actively investing into new offerings and new products. The conference was informative as well as a great opportunity to network and reconnect with industry stakeholders.”
Piotr Zboinski, Head of Operations & Strategy, Management Consulting, Orbium