What are the issues Effecting HNW and UHNW Clients in Malaysia

CheeMee Ho of Henley & Partners

Apr 17, 2023

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For institutional, professional investors and financial intermediaries only and not for retail or public use.

  • What are the current Trends and Concerns for International Families?
  • How can you protect assets and wealth for the next generation?
  • What will be the effect of CRS?
  • What is the effect of beneficial ownership transparency?
  • Which centres are likely to be most attractive in the future?
  • What are the trends around citizenship and migration?
  • How are wealth managers evolving their offering beyond traditional wealth management to offer a wider range of financial solutions. Maybe to include insurance, and wealth planning services?
  • When is it appropriate to use a Reserved Powers Trust? When is appropriate to use a private trust company?
  • How do you assess a trustee? Which is the right one? Bank owned, private, private equity owned, publicly listed?


Chair

CheeMee Ho
Director - Private Clients
Henley & Partners

Panel Members

Nor Fazlina Binti Mohd Ghouse
Chief Executive Officer
Maybank Trustees

Zac Lucas
Partner – International Private Wealth
Spencer West

Lee Woon Shiu
Managing Director & Group Head of Wealth Planning, Family Office & Insurance Solutions
DBS Private Bank

Tan Woon Hum
Partner, Head of Trust, Asset & Wealth Management Practice
Shook Lin & Bok

Reuben van Dijk
Director
Melbourne Capital Group

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