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Agenda at a glance

8.40am
Registration
9.00am
Welcome Address
9.05am
Panel discussion
Building capacity and capability in wealth management in Indonesia
9.55am
Keynote Presentation
Evolution of private banking and wealth management resulting from digitisation
10.15am
WealthTalk
Building a future-proof wealth management offering
10.40am
Presentation
Emergence of digital retail wealth
10.50am
Refreshment & Networking
11.20am
Presentation
Investor migration and the rise of the global citizen
11.30am
Presentation
Singapore & Hong Kong as Asian wealth management centres & overview of CRS and AEOI
11.40am
WealthTalk
Wealth TALK Using HNW insurance solutions for liquidity planning and guaranteed returns
11.50am
WealthTalk
The importance of selecting the right partner to grow your clients’ wealth
12.00pm
Panel discussion
Growing opportunities for collaboration between onshore and offshore fund managers
12.50pm
Lunch
13.30pm
Panel discussion
Wealthy business families – how do we meet their needs?
14.20pm
WealthTalk
Developing the insurance offering to drive wealth
14.30pm
WealthTalk
The risk of ageing in wealth management
14.45pm
Head - to - Head Q & A
Finding the right technology partner
15.00pm
Refreshment & Networking
15.30pm
WealthTalk
The question is... do you want to be known for being smart, or for being wise?
15.45pm
WealthTalk
What does it take to be successful in wealth management today?
16.10pm
Panel discussion
Creating a long-term investment mind-set in Indonesia
17.00pm
Forum End

Workshops

11.20am
Workshop
Omnichannel investment advice in Comarch Wealth Management: personal processes vs. robo-approach
13.30pm
Workshop
Residence and Citizenship Planning for HNWIs