Top

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 Malaysia
  • What’s driving growth in the Malaysian wealth management market?
  • What do we need to do to move faster? 
  • What are the needs of your clients? How can you help them?
  • Onshore / offshore
  • How can we develop the advisory proposition and make money out of it?
  • Can we change the mind-set and educate bankers to actually think about putting the client’s needs first?
  • How do we approve the client experience? What does the industry need to do to prepare for inevitable changes?
  • What’s the training and competency framework that’s relevant and most effective?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel members

Alvin Lee
Head Group Wealth Management
Maybank

Pramod Veturi
Managing Director & Country Head, Wealth Management, Malaysia
Standard Chartered Bank

David Koay
Managing Director, Head of Wealth Management, Singapore & Malaysia Markets
BNP Paribas Wealth Management

Robert Foo
Managing Director
MyFP Services

9.55am
Presentation
Investing In a synchronised growth environment
Hanifah Hashim
Chief Executive Officer Franklin Templeton GSC Asset Management
Franklin Templeton Investments
  • Global and Local market updates
  • How to capitalise on the current market environment through Shariah investing
10.05am
Presentation
Investor migration and the rise of the global citizen
Dominic Volek
Managing Partner, Head Southeast Asia
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
10.15am
Presentation
Singapore & Hong Kong as Asian wealth management centres & overview of CRS and AEOI
Irene Lee
Head of Business Development
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
10.25am
WealthTalk
How digital transformation and user experience can drive client behaviour
Pramod Veturi
Managing Director & Country Head, Wealth Management, Malaysia
Standard Chartered Bank
10.35am
Refreshment & Networking
11.05am
Presentation
Enhancing customer experience right from onboarding a client
Yvonne Mok
Director of Sales, Asia Pacific
Appway
  • How to ensure effective account opening in the private banking and wealth management space?
  • Any possibility to automate compliance/regulatory/KYC checks and risk calculation?
  • How to stay ahead of your peers?
11.15am
WealthTalk
Enabling digital wealth options in Asia
Bhaskar Prabhakara
Founder & Chief Executive Officer
WeInvest
  • How to make digital wealth a reality within your institution?
  • Options for different segments: account aggregation, robo-advisory, hybrid advisory, thematic investing options, Sharia-compliance
  • Regulatory progress and constraints across the region
  • Organisational constraints to overcome
11.25am
WealthTalk
The importance of client investment suitability - what should we do?
Steven Seow
Head of Wealth Management, Asia
Mercer
  • How should we determine the risk profile of a client?
  • How should investment products be risk rated?
  • What are some of the leading market practices?
11.35am
WealthTalk
Impact investing from an Asian family office perspective
Tuck Meng Yee
Partner
JRT Partners
  • Why do impact investing?
  • What do we look for?
11.45am
WealthTalk
Key considerations when selecting a wealth adviser - how to separate the good, bad and ugly
David Sussman
Managing Director
EFG Wealth Solutions
  • A holistic approach to wealth management is fashionable to tout, but is it just a vacuous tagline?
  • Is your relationship defined by product or advice? 
  • Unless your advisor has a conflict, do they have any interest?
  • When ‘yes’ means ‘no’, and ‘no’ probably means ‘yes’
11.55am
WealthTalk
Emergence of Asian multi-family offices: a new option for those looking for service beyond brand
Philippe Legrand
Chief Executive Officer and Founder
London and Capital Asia
  • The changing landscape of Asian wealth management: senior bankers offering their services in a regulated environment but outside the traditional banking platform 
  • For the family looking at succession planning and family governance issues
  • Why the concept has emerged and how will it evolve in the foreseeable future 
12.05pm
Panel discussion
Wealthy business families – how do we meet their needs?
  • How does CRS and information exchange create challenges or opportunities for wealth managers?
  • Is this driving clients to get advice for the first time?
  • 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

David Sussman
Managing Director
EFG Wealth Solutions

Mahesh Kumar
Partner
Withers 

Philippe Legrand
Chief Executive Officer
London and Capital Asia

Noor Quek
Chief Executive Officer & Founder
NQ International 

Irene Lee 
Head of Business Development
Equiom Group

12.55pm
Lunch
13.45pm
WealthTalk
Why ESG investments matter for the next generation
Linda-Eling Lee
Managing Director, Global Head of ESG Research
MSCI
  • Drivers in growth of investor demand in ESG
  • Innovation in ESG analysis: tools, solutions and opportunities 
13.55pm
Panel discussion
Insurance – finding relevant solutions for Malaysian clients
  • What are the priorities for insurance companies to develop their offerings to capture more of the wealth in Malaysia?
  • The insurance industry is very profitable, but most of the money goes offshore. How can we keep it onshore?
  • How do we drive the right types of needs-based conversations with our clients?
  • How do we diversify the types of insurance products and solutions we sell to our clients?
  • Where is new business going to come from over the next 5 to 10 years?
  • What are the right tools and ways to engage clients today – and also the next generation?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel members

Ken Yi Lam
Senior Product Manager, Bancassurance
Standard Chartered Bank

KL Wong
Chief Distribution Officer
StandardFA

14.25pm
WealthTalk
Security in the age of uncertainty - IFCs
Elise Donovan
Director
BVI House Asia
  • Anti-globalisation and protectionism
  • Role of international finance centres in Asian wealth planning
  • Merits of IFCs to the global economy
14.35pm
WealthTalk
Fee-for-service wealth management In Malaysia - a dream or a reality?
Ming Hui Yap
Independent Financial Advisor, Author & Managing Director
Whitman Independent Advisors
  • Everyone has been talking about fee-based advisory year after year but nothing significant has happened. Why not?
  • How can it work in practice? How should advisory processes and models be developed?
  • Why is it important for the growth of the wealth management advisory industry? Threat or opportunity?
14.45pm
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
15.00pm
Refreshment & Networking
15.30pm
Panel discussion
The chicken and the egg: the asset management dilemma
  • What can be done to facilitate mutual fund distribution in a meaningful way?
  • Is it likely that we can deepen fund penetration?
  • How do we further expand the product range? Is there a role for ETFs?
  • When will we see a genuine move towards advice?
  • How can we drive portfolio-led conversations and rebalancing?
  • How do we penetrate millennials? What model would work? 
  • How can regulations help speed to market, to be able to attract more HNW interest in portfolio diversification?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel members

Munirah Khairuddin
Chief Executive Officer
CIMB-Principal Asset Management

Yap Ming Hui
Independent Financial Advisor, Author & Managing Director
Whitman Independent Advisors

Ai Mei Chan
Chief Marketing Officer
Affin Hwang Asset Management

Alvin Tan
Chief Executive Officer
StandardFA

Steven Seow
Head of Wealth Management, Asia
Mercer

Anthony J. Harper
Chief Executive Officer and Co-Founder
Managed Account Partners

16.15pm
Panel discussion
How will you navigate the investment markets in 2017?
  • Will the markets retract in the second half of the year? 
  • How will the macro environment, interest rates, inflation and fund flows impact performance?
  • What will be the impact of US markets?
  • How will geo-political risks impact the landscape?
  • What can you do to protect the portfolios from, and take advantage of, the large-scale structural shifts in the horizon?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel members

Mohd Fauzi bin Tahir
Chief Investment Officer, Equities
RHB Asset Management 

Ted Low
Partner
GAO Capital

Clement Lee
Director, Business Development, Head of Sales - Singapore & South-east Asia
Legg Mason

Shan Saeed
Chief Economist
IQI GLOBAL

Michael Chang
Chief Investment Officer, Fixed Income
RHB Asset Management

Jeremy Ng
Chief Executive Officer, Singapore and Head of Sales, Asia
Leonteq Securities

17.00pm
Forum End

Workshops

11.05am
Workshop
Residence and citizenship planning for HNWIs
Dominic Volek
Managing Partner, Head Southeast Asia
Henley & Partners
Chee Mee Ho
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
11.55am
Workshop
Why now - Shariah investing
Hanifah Hashim
Chief Executive Officer Franklin Templeton GSC Asset Management
Franklin Templeton Investments
David Jong
Sales Manager, Retail
Franklin Templeton Investments
  • An introduction to Shariah investing and the opportunities
  • Global Equities and Sukuk Strategy
  • Getting to know Malaysia Sukuk Fund