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Full Agenda

8.40am
Registration
9.00am
Welcome Address
Michael Stanhope
Chief Executive Officer
Hubbis
9.05am
Panel discussion
Building capacity and capability in wealth management in Indonesia
  • What’s the biggest opportunity for growth in Indonesian wealth management?
  • How do we move away from a ‘red carpet’ mentality to deliver true advisory?
  • What’s the opportunity for foreign banks? How do they build scale in wealth management?
  • What’s the potential for digitisation in wealth management in Indonesia?
  • Does pressure to generate results always mean that the client in Indonesia will get a bad deal? How can we change the mind-set to put clients’ needs first?
  • What’s the right mix of compensation and commission and incentives to build a sustainable platform?
  • In a slower economy and with fewer loans from the banks – how do wealth managers make fee-based income work?
  • How do you find quality people? How do we train them?
  • With regulation to create a financial planning classification expected in 2018 – when will we see a big uptick in IFAs and financial planners in Indonesia? Do clients really care?
  • Has there been a drop in efficiency in terms of sales efforts?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel members

Seema Bhayat 
Deputy Head of Private Banking, Asia
Lombard Odier

Yulius Ardi 
Head, Managed Investment Products Wealth Management
Standard Chartered Bank

Widrawan Hindrawan
Executive Director, Wealth Management Head
DBS Bank

Sigit Prihatmoko
Head of Strategic Planning Group, Strategic Planning Division
Bank Negara Indonesia

9.55am
Keynote Presentation
Evolution of private banking and wealth management resulting from digitisation
Agnieszka Zbroszczyk
Business Solution Manager
Comarch
Grzegorz Prosowicz
Head of Product Management, Capital Markets
Comarch
  • New reality and challenges in private banking and wealth management 
  • Exploring reasons and aims of digitisation.
  • How technology can complement the traditional approach to private banking.
  • Recommendations for digital strategies
10.15am
WealthTalk
Building a future-proof wealth management offering
Evrard Bordier
Managing Partner
Bordier & Cie
  • Trends and opportunities
  • Impact on the industry
10.40am
Presentation
Emergence of digital retail wealth
Sandeep Lalwani
Senior Director, Global Sales and Key Accounts
Miles Software Solutions
  • Trends and opportunities
  • Impact on the industry
10.50am
Refreshment & Networking
11.20am
Presentation
Investor migration and the rise of the global citizen
Daphne Chandra, IMCM
Client Advisor, Manager
Henley & Partners
  • Global trends and developments in investor migration
  • What’s driving investor migration for Asian HNWIs?
  • Key considerations for HNWIs in relation to residence and citizenship planning
11.30am
Presentation
Singapore & Hong Kong as Asian wealth management centres & overview of CRS and AEOI
Irene Lee
Head of Business Development, Singapore
Equiom Group
  • Overview – Asia in general
  • Singapore and Hong Kong as wealth management centres
  • Singapore & Hong Kong companies
  • Brief summary on CRS & AEOI
  • Other estate planning tools
11.40am
WealthTalk
Wealth TALK Using HNW insurance solutions for liquidity planning and guaranteed returns
Jeroen Simons
Director, HNW Business Development Director
Sun Life Financial

Using HNW Insurance solutions - such as high and low life cover Universal Life, HNW clients can:

  • Achieve higher returns, with a guaranteed strong minimum returns, better than a bank account rate 
  • Secure leveraging and liquidity whenever they need within an insurance policy 
  • Use insurance solutions for retirement and annuity planning, and effectively avoid probate through proper estate planning
11.50am
WealthTalk
The importance of selecting the right partner to grow your clients’ wealth
Vivian Secakusuma
President Director, Indonesia
BNP Paribas Asset Management
12.00pm
Panel discussion
Growing opportunities for collaboration between onshore and offshore fund managers
  • How have recent regulatory changes presented new opportunities for you?
  • How will this help clients in Indonesia get access the global markets and be more diversified with their portfolios?
  • How can clients get global market access through banks?
  • What take-up and growth will we see in discretionary accounts?
  • What future developments do we expect to see?
  • How is the government becoming more supportive of the development of the capital market, asset management and wealth management?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel members

Ari Adil
Senior Executive Vice President, Head of Product Development & Management Division
PT Mandiri Manajemen Investasi

Imelda Sebayang
Country Head, Securities Services
Citi

Yifei Li
Director, Head of South East Asia Retail Business
BlackRock

Ivan Kusuma
Senior Vice President, Head of Investment Business
Commonwealth Bank

Steven Satya Yudha
Head - Sales & Distribution
Ashmore Investment Management

12.50pm
Lunch
13.30pm
Panel discussion
Wealthy business families – how do we meet their needs?
  • How does CRS and information exchange create challenges or opportunities for Indonesian banks and wealth managers?
  • Is this driving clients to get advice for the first time? And impacting their decisions to keep assets onshore / offshore?
  • What is the current level of knowledge and activity around preserving and protecting wealth?
  • How do clients currently think about succession planning? What solutions do they use?
  • How can we drive more effective and specific conversations about insurance and other products or structures for inter-generational wealth transfer?
  • Who are the right professionals and advisers for families to engage? And how should they choose between them?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel members

Seema Bhayat 
Deputy Head of Private Banking, Asia
Lombard Odier

Evrard Bordier
Managing Partner
Bordier & Cie

Irene Lee 
Head of Business Development
Equiom Group

Simon Lints
Chief Executive Officer - Singapore
Schroders Wealth Management

14.20pm
WealthTalk
Developing the insurance offering to drive wealth
Jonathan Hekster
Chief Executive Officer
Manulife
  • What role can the wealth management and insurance industries can play in Indonesia to help the economy grow over the long term?
  • How will this help Indonesians prosper?
14.30pm
WealthTalk
The risk of ageing in wealth management
Edy Tuhirman
Chief Executive Officer
Generali
  • What’s the risk?
  • How do we deal with it?
14.45pm
Head - to - Head Q & A
Finding the right technology partner
Shyh Jih Lee
Business Solutions Manager, Asia
ERI Banking Software
  • With an emerging private wealth management (PWM) market like Indonesia, how can a technology solution provider help?
  • What should emerging market PWM be doing to take advantage of real innovation/automation, to benefit both its clients and its own profitability?
  • What can digitisation mean for emerging market PWM?
15.00pm
Refreshment & Networking
15.30pm
WealthTalk
The question is... do you want to be known for being smart, or for being wise?
David MacDonald
Head of Learning Solutions
Hubbis
  • The skills you need for a new age of wealth management
15.45pm
WealthTalk
What does it take to be successful in wealth management today?
Michael Stanhope
Chief Executive Officer
Hubbis
  • Market challenges
  • Industry trends
  • What clients want from you
  • How to be a successful wealth manager in today’s environment
16.10pm
Panel discussion
Creating a long-term investment mind-set in Indonesia
  • What can be done to facilitate mutual fund distribution in a more meaningful way?
  • How do we further expand the product range? What do clients want?
  • When will we see a genuine move towards advice?
  • What is the long-term opportunity that Indonesia represents in wealth and asset management?
  • How can we drive portfolio-led conversations and rebalancing?
  • How do we penetrate millennials? What model would work? 

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel members

Vera Margaret
Vice President, Wealth Management and Private Banking Product Group Head
CIMB Niaga

Rheza Karyanto
Senior Vice President, Head of Bancassurance Product
Commonwealth Bank

Simon Lints
Chief Executive Officer - Singapore
Schroders Wealth Management

17.00pm
Forum End

Workshops

11.20am
Workshop
Omnichannel investment advice in Comarch Wealth Management: personal processes vs. robo-approach
Grzegorz Prosowicz
Head of Product Management, Capital Markets
Comarch
Agnieszka Zbroszczyk
Business Solution Manager
Comarch
  • Advisory process handled by relationship managers, creating a 360-degree client picture, executing client risk appetite assessment, optimal product and portfolio proposal, all based on client financial and investment needs
  • AI-driven recommendation engine supporting an in-depth analysis of client profile, generation of personalised investment proposal as well as recommendation of engagement strategies
  • Robo-advisory process harnessing chat-bot capabilities as one of the most attractive ways of bank-client interaction today
13.30pm
Workshop
Residence and Citizenship Planning for HNWIs
Scott Moore, IMCM
Manager, Singapore
Henley & Partners
Daphne Chandra, IMCM
Client Advisor, Manager
Henley & Partners
  • The Leading Citizenship-by-Investment Programs in the Caribbean
  • European Citizenship-by-Investment in Malta and Cyprus
  • Attractive European Residence-by-Investment Programs