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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?

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

9.55am
Keynote Presentation
Evolution of private banking and wealth management resulting from digitisation
Grzegorz Prosowicz
Head of Product Management, Capital Markets
Comarch
Anna Sacha
Business Solution Manager
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
  • 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
10.45am
Presentation
Growth through partnership – the unique Credit Suisse wealth management set-up in Thailand
Sascha Zehnter
Managing Director, Head of External Asset Managers, South-east Asia Private Banking Division, and Head External Asset Managers, Asia Pacific Platform
Credit Suisse
  • Opportunities for the External Asset Managers business
  • Developments in Asia
10.55am
Refreshment & Networking
11.25am
Presentation
How to deliver a sustainable digital offering
Peter Scott
General Manager Asia Pacific & Member of Executive Board
Avaloq
  • 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?
11.35am
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?
11.45am
Presentation
What IF an Uber Wealth was born?
Nagaraj Prasadh
Country Head, Thailand
Intellect Design Arena
  • 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
11.55am
Presentation
Buying vs building fintech solutions
Frank Maltais
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
12.05pm
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
12.15pm
Presentation
Tax incentives for Singapore-based fund managers
Shanker Iyer
Founder & Chairman
Iyer Practice Advisers
  • Resident fund scheme
  • Enhanced tier fund scheme
  • Offshore fund scheme
12.25pm
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?

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

13.05pm
Lunch
13.50pm
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?
  • 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

14.25pm
Head - to - Head Q & A
Building a world-class wealth management business in Thailand
Vira-anong C. Phutrakul
Managing Director, Consumer Business Manager
Citi
  • 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?
14.35pm
Presentation
The technology wake-up call for the buy-side: top 3 priorities for optimal performance
Erdem Ozgul
Managing Director, South Asia
Numerix
  • 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
14.45pm
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
14.55pm
Presentation
Lifting the lid on beneficial ownership
Eve Tay
Director, Client Solutions
Asiaciti Trust
  • 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
15.05pm
WealthTalk
Taking Asia’s independent community to the next level
Steve Knabl
Chief Operating Officer & Managing Partner
Swiss Asia
  • What’s the opportunity for independent/external asset management firms in Asia?
  • How to drive growth and greater industry collaboration
  • Fostering best practices
15.15pm
Refreshment & Networking
15.40pm
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?

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

16.20pm
WealthTalk
My job is to make money for my clients – all I need are some magic bullets
Paul Gambles
Managing Partner
MBMG Group
  • 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?
16.30pm
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 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?
16.40pm
Presentation
India - a bright spot in the global economy
Sameer Dev
Managing Director
ASK Capital Management
  • 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
16.50pm
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?

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

17.20pm
Forum End