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Full Agenda

8.40am
Registration
9.00am
Welcome Address
Michael Stanhope
Chief Executive Officer
Hubbis
9.05am
Panel discussion
A rapidly evolving wealth management offering in Thailand
  • How do the different players – wealth management, insurance and banks compete or complement each other?
  • Asset management companies - growing well and broadening distribution?
  • How important is digital today?
  • Offshore / onshore. Where is the long-term opportunity?
  • Who is making a commitment to building an onshore business and why?
  • Is there a hybrid model where international banks can work with onshore banks?
  • What changes are we seeing in client expectations and behaviour?
  • Where will the continued growth come from and what are your priorities?
  • How is regional wealth management developing?

Chair

Malik Sarwar
CEO
K2 Leaders, USA

Panel Members

Vincent Magnenat
Chief Executive Officer of Asia
Lombard Odier
Michael Blake
CEO Private Banking Asia
UBP
Avishek Nandy
Principal
Bain & Company
Vira-anong C. Phutrakul
Managing Director, Consumer Business Manager
Citi
Pote Harinasuta
Chief Executive Officer
One Asset Management
Jirawat Supornpaibul
Senior Executive Vice President, Private Banking Business Group Head
Kasikornbank
Benjamin Cavalli
Chief Executive Officer, Singapore, Head of Private Banking, Southeast Asia
Credit Suisse Private Banking
9.55am
Presentation
Do we need AI in wealth management?
Krzysztof Maurer
Country Manager
Comarch
  • The expanding universe of modern AI
  • What value can AI bring to wealth management?
  • How to enhance customer experience in financial services using AI?

 

10.10am
Presentation
Recent Trends and Developments in Investor Migration
Oak Samart
Country Head of Thailand
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
10.20am
Panel discussion
TECH / DIGITAL = Faster, cheaper and better wealth management
  • Is building digital distribution important? Will all the bank branches disappear?
  • Build it yourself or PLUG & PLAY?
  • What digital trends are we seeing elsewhere?
  • Which technology solution provider do I choose?
  • What are the consequences of not doing enough or anything?
  • What is the client experience supposed to look like?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members

Sornchai Suneta
First Vice President, Chief Investment Officer, Wealth Segment
Siam Commercial Bank
Steve Knabl
Chief Operating Officer & Managing Partner
Swiss-Asia Financial Services
Michael Gerber
Chief Executive Officer
360F
Narit Kosalathip
Assistant Managing Director, Head of Sales – Private Wealth Management
Phatra Securities
Adrian Williamson
Director - Asia
ERI Banking Software
Martin Frick
Managing Director, Asia Pacific
Temenos
Xavier Burkhardt
Executive Director
Leonteq Securities
11.00am
Presentation
Current Wealth Management Trends
Irene Lee
Business Development Director, Intermediary and Partnership
Hawksford
  • Overview - Asia in General; GDP and Growth
  • Updates on Singapore and Hong Kong as Wealth Management Centres
  • Brief Updates on CRS and AEOI 
  • Tax Compliant Estate Planning Tools
11.10am
Refreshment & Networking
11.35am
Presentation
How to build smarter portfolios?
Franck Fayard
Director, Head of Product Engineering, Asia
Commerzbank
  • Using indices for asset allocation
  • The portfolio builder
11.45am
Presentation
How to use Structured Products in different markets
Xavier Burkhardt
Executive Director
Leonteq Securities
  • A suitable solution for each market conditions
  • Benefit from market volatility
  • A great diversification tool
11.55am
Presentation
A new look at Universal Life - Guaranteed returns and Liquidity in a volatile world
Jeroen Simons
Director, HNW Business Development Director
Sun Life Financial
  • Insurance as an Asset to reduce risk to your portfolio
  • Take advantage of the Wealth Structuring benefits of HNW Insurance
  • Learn about how High and Low Life cover Universal Life solutions to give you guaranteed returns and liquidity
12.05pm
Head - to - Head Q & A
Platforms helping put together a successful Wealth Management proposition
Manoj Prajapati
Head of Sales, South Asia
Allfunds Singapore
  • How does the platform work?
  • How do asset managers find value by using a platform like yours?
  • Real headaches you see for client and how can platform solve some of the problems
  • Can you share your experience of how fund distribution has evolved elsewhere? For example in the Middle East
12.15pm
Head - to - Head Q & A
The increasing importance of wealth solutions and planning
Lee Wong
Head of Family Services, Asia
Lombard Odier
  • What challenges do Asian business families have and how is that changing?
  • How do they deal with family succession?
  • What are the effects of transparency on the conversation with clients?
  • How can RMs have a proactive, sensible and sensitive conversation around wealth solutions with clients?
12.25pm
Presentation
A kid’s view and rationalization on CRYPTOCURRENCIES, ICOs and the blockchain … with a little help from his Superhero friends
Kelvin Lim
Head of Business Development, Asia
IRESS
  • Should we buy bitcoins?
  • Explanation of blockchain, cryptocurrencies and ICOs
  • Kid’s Interpretation of Blockchain and Cryptocurrency valuation
  • Should we then still buy into bitcoins?
12.35pm
Panel discussion
Insurance companies – reengineering the proposition for wealthy clients
  • How is the unit-linked business in Thailand developing?
  • Becoming more diversified?
  • Becoming more open architecture?
  • What are your priorities as wealth grows?
  • What's the opportunity for HNW life insurance and how will the proposition develop?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members 

Yingyong Chiaravutthi
Head of Investments
Prudential Life Assurance
Samdarshi Sumit
Chief Retail Officer, Retail Business
Generali
Darren Thomson
Chief Strategic Bancassurance Officer
AIA
13.05pm
Lunch
13.50pm
Room B – Workshop
The World’s Leading Residence - and Citizenship-by-Investment Programs
  • Overview of Immigration programmes
  • The leading Citizenship-by-Investment Programs in the Caribbean
  • European Citizenship-by-Investment in Malta and Cyprus
  • Attractive European Residence-by-Investment Program
Oak Samart
Country Head of Thailand
Henley & Partners
13.50pm
Room A – Workshop
Creating Operational Efficiency & Scalability across Distribution Network
  • Role of Digitalization
  • Increasing importance of Aggregator and their acceptability in Europe
Manoj Prajapati
Head of Sales, South Asia
Allfunds Singapore
14.30pm
Room A – Workshop
A multi-asset approach seeking persistent income from around the globe

Around the world, institutions, financial advisers and individuals alike are all grappling with the same basic challenge: How will you generate income for today while growing capital ahead of inflation to preserve purchasing power for tomorrow? The JOHCM Global Income Builder Strategy provides an “endowment-style” solution to this challenge rooted in global value investing.

The strategy features:

  • Meaningful monthly income that is persistent and growing over time
  • A dynamic multi-asset approach that seeks capital appreciation to grow purchasing power
  • Focus on capital preservation that seeks to be resilient in market drawdowns

In contrast to most top-down approaches to multi-asset investing, Rob will discuss how his team employ a differentiated bottom-up approach to investing across asset classes. The team follows a 'value' philosophy that focuses first and foremost on the protection and preservation of capital by investing with a margin of safety.

Robert Hordon
Senior Fund Manager
J O Hambro Capital Management
14.30pm
Room B – Workshop
What is true UX in wealth management all about – employee and customer perspective
  • Top trends addressing CX in wealth management
  • Employee experience as important as customer experience
  • Key areas to improve EX in wealth management
  • AI as an ally to EX and CX
Grzegorz Prosowicz
Head of Product Management
Comarch
Anna Sacha
Business Solutions Consultant
Comarch
15.10pm
Refreshment & Networking
15.30pm
Panel discussion
Building the investment capability and refining the wealth management proposition
  • How are we becoming more international in our investment thinking?
  • Is there a move towards advice? Discretionary?
  • How are you thinking about fund selection and portfolio construction?
  • Open architecture – myth or reality?
  • What are the issues with the local capital market and how do you fix them?
  • There is lots of liquidity in Thailand – where will it be invested? What investment themes make most sense today?
  • Most clients are obviously invested in local bond funds or Thai equity – many still seem frightened about investing abroad. How can we encourage them to broaden their investment horizons?
  • Regulation and compliance – what are the challenges?
  • The sales process and suitability – to what extent it the business maturing and becoming more structured and professional?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members 

Paul Gambles
Managing Partner
MBMG Group
Kittikun Tanaratpattanakit
Head of Product Strategy
Kasikorn Asset Management
Cholathee Pornrojnangkool
Senior Vice President, Micro Segment Management - Consumer Banking
Bangkok Bank
Anthony Serhan
Managing Director, Research Strategy, Asia-Pacific
Morningstar
Jean-Louis Nakamura
Chief Investment Officer, Asia Pacific - Chief Executive Officer, Hong Kong
Lombard Odier
Janet Li
Wealth Business Leader, Asia
Mercer
Triphon Phumiwasana
First Senior Vice President, Head of Private Banking Business
Kasikornbank
16.15pm
Panel discussion
Product Manufacturers
  • What products do you have that you feel would be most valuable to clients in Thailand?
  • What are your best and worst predications for this year?
  • Multi asset, Income generation and liquid alternatives – what will be the main themes for 2018? What strategies will enable investors get higher returns today?
  • Where do you now turn to drive long-term returns for a portfolio?
  • What alternative investments are there for HNW clients and why are they relevant?
  • What's the increasing role of Physical Gold?
  • How will you help clients shift mindset, investing style and portfolio holdings as the market transitions to a more volatile end-of-cycle phase?
  • Active vs Passive
  • Opportunities in structured products?
  • How do you access China?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel Members 

Terry Tsang
Director, Financial Institutions Marketing Sales Asia
Commerzbank
Heena Mayani
Business Development Manager
Global Precious Metals
Robert Hordon
Senior Fund Manager
J O Hambro Capital Management
Tony Wong
Head of Wealth Solutions, Sales & Product Strategy
CSOP Asset Management
Rory Caines
iShares Capital Markets, Asia Pacific
BlackRock
Leon Mirochnik
Head of Business Development
Enhanced Investment Products
Joanne Siu
ETF Sales Director
Samsung Asset Management HK Ltd
17.00pm
Closing remarks
Malik S. Sarwar
CEO
K2 Leaders, USA
17.10pm
Forum End