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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 Thai wealth management
  • 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?
9.50am
Keynote Presentation
Comarch
10.10am
WealthTalk
Building a future-proof wealth management offering
Evrard Bordier
Managing Partner
Bordier & Cie
  • 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
10.40am
Refreshment & Networking
11.10am
Presentation
11.20am
Presentation
11.30am
Presentation
11.40am
Presentation
11.50am
Presentation
12.00pm
Panel discussion
Wealthy business families in Thailand – how do we meet their needs?
  • 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?
12.45pm
Lunch
13.30pm
Panel discussion
Insurance – finding relevant solutions for Thai clients
  • 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?
  • 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?
14.15pm
Presentation
14.25pm
Presentation
14.35pm
Presentation
14.45pm
Presentation
14.55pm
Refreshment & Networking
15.25pm
Panel discussion
The chicken and the egg: the asset management dilemma?
  • 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?
16.10pm
Presentation
16.20pm
Panel discussion
How will you navigate the investment markets in 2017?
  • 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?
17.10pm
Forum End