Event Agenda
- What’s driving growth in the Thai 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
- Do it yourself or partner with someone else?
- 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?
- What’s the training and competency framework that’s relevant and most effective?
- The role of digital – does it really matter?
Chair
Michael Stanhope
Chief Executive Officer & Founder
Hubbis
Panel members
Triphon Phumiwasana
First Senior Vice President, Head of Private Banking Business
Kasikornbank
Vincent Duhamel
Head of Asia Pacific and Japan
Lombard Odier
Don Charnsupharindr
Retail Banking Head, Thailand
Citi
Narit Kosalathip
Assistant Managing Director, Private Wealth Management
Phatra Securities
Patrick Busse
Director, Head of EAM South East Asia & International
Credit Suisse
Cholathee Pornrojnangkool
Senior Vice President, Priority Clients Segment & Retail Banking
Standard Chartered Bank
Nagaraj Prasadh
Country Head, Thailand
Intellect Design Arena
Wen Yen Choo
Sales, South-east Asia
Citi Private Client Solutions
- 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
- The relevance of private banking today in Asia
- The wave of consolidation: will we see more?
- The challenges in building a successful and relevant offering
- How to get your positioning right
Managing Director, Head of External Asset Managers, South-east Asia Private Banking Division, and Head External Asset Managers, Asia Pacific Platform
Credit Suisse Wealth Management
- Opportunities for the External Asset Managers business
- Developments in Asia
- In a maturing market like Thailand, with rising incomes, there is growing demand for more sophisticated investment products and services
- How can banks embrace digital delivery to reduce operating costs in a sustainable way?
- 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?
- Why everyone is talking about digital wealth management
- How companies are leveraging digital wealth
- The adoption path for digital wealth
- How to measure success of digital wealth initiatives: learning, customer delight, performance tracking, speed and ease for acquisition
Director, Sales & Business Development, Global Exchange, Software Solutions, Asia Pacific
State Street
- The state of the industry
- Pros and cons between the two approaches
- A decision tree to help make the right choice
- 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
- Resident fund scheme
- Enhanced tier fund scheme
- Offshore fund scheme
- How does CRS and information exchange create challenges or opportunities for you?
- Inheritance tax – and other types of tax – are these 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
Triphon Phumiwasana
First Senior Vice President, Head of Private Banking Business
Kasikornbank
Simon Lints
Chief Executive Officer - Singapore
Cazenove Capital
Evrard Bordier
Managing Partner
Bordier & Cie
Philipp Piaz
Partner
Finaport
Shanker Iyer
Chairman
The Iyer Practice
Steven Seow
Head of Wealth Management, Asia
Mercer
- What are the priorities for insurance companies to develop their offerings to capture more of the growth in wealth?
- How do we drive the right types of needs-based conversations with our clients?
- What’s the role of insurance in proper wealth planning?
- How do we diversify the types of insurance products and solutions we sell to our clients?
- What’s most suitable to clients – such as variable products, unit-linked policies and term?
- 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
Michael Parker
Vice President & General Manager, Thailand, and President & Chief Executive Officer, Manulife Insurance, Thailand
Manulife
Samdarshi Sumit
Chief Retail Officer, Retail Business
Generali Life Assurance
Wen Yen Choo
Sales, South-east Asia
Citi Private Client Solutions
Philipp Piaz
Partner
Finaport
- What are the strategic priorities for Citibank in Thailand?
- How are you improving the wealth management offering and related products / services?
- What enhancements to the platform are in the pipeline?
- How important is digital to you? And what are your key digital initiatives?
- Increasing market complexity and other challenges are putting pressure on the buy-side to streamline their operations, enhance efficiency and improve functionality – from the front to the back office
- As a result, the technology needs of today stretch across software, hardware and infrastructure
- 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
- As part of a global push on transparency led by the G20 countries, International Financial Centers worldwide are beginning to establish a central register to hold beneficial ownership
- How are the various jurisdictions coping with the pressure and the recent changes in their law to push for revealing of beneficial owners details?
- How will these changes affect individuals who are looking to set up an asset-holding company?
- What other important factors does one need to consider when setting up a company? Succession planning and asset protection as key themes that are being considered
- What’s the opportunity for independent/external asset management firms in Asia?
- How to drive growth and greater industry collaboration
- Fostering best practices
- To what extent will platforms like FundConnext facilitate mutual fund distribution in a meaningful way?
- Given that we have mis-managed investor expectations in the past – is it likely that we can deepen fund penetration?
- Instead of fishing in the same pond – how can we create new demand and interest for funds?
- How might schemes such as a Mandatory Provident Fund help the situation?
- Do we need to expand the product range? Especially given the simple demands of clients.
- How do we move from ‘pushing’ product to taking a long-term solutions-type approach?
Chair
Michael Stanhope
Chief Executive Officer & Founder
Hubbis
Panel members
Benjarong Techamuanvivit
First Senior Vice President, Strategic Planning Division
Kasikorn Asset Management
Pote Harinasuta
Chief Executive Officer
One Asset Management
Kittikun Tanaratpattanakit
Senior Research Analyst
Morningstar
Paul Gambles
Managing Partner
MBMG Group
Steve Knabl
Chief Operating Officer & Managing Partner, Swiss Asia
President, Association of Independent Asset Managers (Singapore)
Leon Mirochnik
Head of Business Development
Enhanced Investment Products
- How much of our time and effort do we focus on chasing returns for clients – and how much (little) on risk management?
- How successful are we at making clients good returns?
- How much of that was down to us and how much was just the market?
- How do clients feel when they make money?
- How do they feel when faced with unexpected losses?
- Will opening up to more global assets, funds and strategies make the job easier or harder going forward?
- With an emerging private wealth management (PWM) market like Thailand, 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?
- The Indian opportunity is and will continue to be an exciting opportunity that cannot be ignored
- It’s presence on the global stage will continue to grow and make ongoing impact thanks to the macro story and regulatory advances thanks to the Modi Government
- The market statistics show it is a market that continues to perform above and beyond expectations more so when compared with other emerging markets and developed markets
- Where do you see the biggest investment opportunities and challenges?
- How do clients think today?
- And how do you manage their expectations?
- How will geo-political risks impact the landscape?
- To what extent do Thai clients really want to diversify their portfolios?
Chair
Michael Stanhope
Chief Executive Officer & Founder
Hubbis
Panel members
Ved Vyas
Senior Portfolio Manager
Secure Wealth Management
Jeremy Ng
Chief Executive Officer, Singapore, and Head of Sales, Asia
Leonteq Securities
Sameer Dev
Managing Director
ASK Capital Management
Pipat Luengnaruemitchai
Assistant Managing Director, Co-Head of PWM Research, Private Wealth Management
Phatra Wealth Management