We were delighted to host our inaugural event in Vietnam – focused on understanding the longer term potential for wealth management in this fast-growing economy, and how to prepare for it.
150 senior individuals attended – including senior management, product and investment specialists, business heads and other relevant practitioners in Retail Banks, Local Asset Management Firms, Insurance Companies and other players interested in the development of wealth management in Vietnam.
Many thanks again to those people who participated in and attended the event, and also to our partners.
Vietnam Wealth Management Forum 2016
Melia Hotel, Vietnam
A community of leading organisations within Asian Wealth Management
Senior figures in Asian Wealth Management are speaking at this event
Andreas Vogelsanger
AFC Vietnam Fund
Barry Mitchell
AMS Trustees
Duc Hung Duong
ANZ
Minh Nguyen
Aetna
Hanh Luong Thi My
Dragon Capital
Eric Solberg
EXS Capital
Victor Lye
FWD
Stephen Clark
FWD
Why you should attend Hubbis events
Experience our latest event for yourself
MALAYSIA WEALTH MANAGEMENT FORUM 2024
Melia Hotel, Vietnam
We were delighted to host our annual Malaysia Wealth Management event in Kuala Lump...
read moreGet involved in Hubbis events
-
8.40am
Registration
-
9.00am
Welcome Address
-
9.05am
Panel Discussion
What is the potential that wealth management in Vietnam represents?
- How can we prepare for the potential that exists for wealth management in Vietnam – even though the market is not ready yet?
- How long will it take to develop?
- What is needed to take the market to the next level?
- How will the wealth evolve and grow?
- How will you segment your clients?
- How do you expect the product proposition to develop?
- In which areas is education most needed? And whose responsibility is it?
Chair
Speakers
-
9.50am
Presentation - Residence and citizenship planning for Asian families - an overview
- Why do families relocate?
- What should HNW families consider when carrying out residence and citizenship planning?
- Current developments in residence and citizenship programmesEast
-
10.00am
Presentation - Insurance products as a key solution in managing wealth
- Developing opportunities for insurance companies
- Business insurance
-
10.10am
Panel Discussion
How can we accelerate the development of Vietnam’s capital markets – and create the infrastructure for wealth management?
- How can we deepen liquidity in Vietnam’s capital markets?
- What should the regulators do to help spur further development?
- How can we create more diversity?
- What direction should growth take in the securities market?
- How can we create the right framework for mutual funds and other wealth management products?
- What’s the potential to develop more private equity opportunities?
- What players and expertise within asset management and other segments do we need to create a wider variety of products to help the market develop and spur diversification?
- What’s the outlook for the financial markets in Vietnam over the next decade?
Chair
Speakers
-
11.00am
Refreshment & Networking
-
11.30am
Panel Discussion
Developing opportunities for insurance companies in Vietnam
- Where are the biggest opportunities and challenges for insurance companies in Vietnam?
- How will products develop and diversify?
- Married or dating – what’s the best approach for banks and insurance companies?
- How should the regulators help facilitate the industry's further development? What would this mean for the insurance industry?
- How can we reach the customer? What can insurers do to better educate potential customers about their insurance-related needs?
- What’s the role of technology – including the digital opportunity?
- How can we improve the client experience?
- How to enhance credibility and perception of agents in the eyes of consumers?
- Can the industry increase the number of productive agents - especially with younger talent?
- What tools will increase productivity?
- What developments in other markets can Vietnam adopt?
Chair
Speakers
-
12.15pm
Presentation - Building an effective and efficient product offering
Trends and best practices in creating, distributing and managing risk of investment products
Utilising innovative technologies to overcome challenges with legacy systems and processes, and improve productivity and profitability -
12.25pm
Presentation - European citizenship through investment
- Cyprus
- The Citizenship Program
- Property investment
-
12.35pm
Panel Discussion
How technology can transform your business
- What is the role of technology within financial services and wealth management?
- What are the key digital trends and how are they changing the business?
- How are emerging technologies reshaping the way banks connect with customers?
- How can you leverage technology across multiple channels to drive customer acquisition, and retention?
- How can and should you look to use data to drive actionable insights?
- How can digital be leveraged further?
Chair
Speakers
-
1.10pm
Lunch & Networking
-
2.00pm
Panel Discussion
What can we learn from wealth management markets elsewhere in Asia?
- Trends and best practices in wealth management across Asia
- What is the stage of development of the industry in the more developed hubs of Hong Kong, Singapore and Australia?
- How is wealth management evolving in developing markets like Thailand, the Philippines, India, etc?
- What lessons can we learn from the journeys in these markets so far?
- What are some of the steps that regulators across Asia have taken to facilitate industry growth?
Chair
Speakers
-
2.45pm
Panel Discussion
Why should wealth management be important to you?
- What are the key components of wealth management?
- How can you determine the opportunity for you?
- What’s the starting point to growing and evolving in wealth management?
- What is the fundamental role of a relationship manager or client adviser in wealth management?
- What products should you be offering to clients? And how do you build the right product platform?
- How can you make money via wealth management?
- How can you manage and incentivise staff?
- Are there any ‘easy wins’ in building a wealth management business?
- What has proven successful on other markets?
Chair
Speakers
-
3.30pm
Refreshment & Networking
-
3.55pm
Presentation - Understanding – and selling – mutual funds
- What are mutual funds?
- Why should your clients buy them?
- How do you sell them?
- What’s the outlook for mutual funds in Vietnam?
-
4.10pm
Presentation - Building an insurance offering
- What are the different kinds of insurance products that exist?
- What are the drivers for clients to buy different types of insurance?
- Where do insurance products fit into a client’s wealth management strategy?
- How do you have the right types of conversations with clients about insurance?
-
4.25pm
Presentation - Private managed accounts for HNWIs in Vietnam
- Potential of professional asset management for HNWIs in Vietnam
- What can we do to promote this market segment?
- Private managed accounts for HNWIs at SSIAM
-
4.35pm
Presentation - How to have needs-based conversations with clients
- What does a world-class relationship manager do?
- What skill-set, knowledge base and mind-set do bankers and advisers need to be successful in wealth management?
- What’s your role in educating customers?
- How can you have a proper needs-based conversation with a client? What’s the process?
- Training your client - how can you have suitable product-related discussion with your clients?
- What’s the broader relationship you should strive for with your clients?
- What behaviours build trust with customers?
-
5.00pm
Forum Ends
Vietnam Wealth Management Forum 2016
Melia Hotel,Vietnam
Andreas Vogelsanger
AFC Vietnam Fund
Barry Mitchell
AMS Trustees
Duc Hung Duong
ANZ
Minh Nguyen
Aetna
Hanh Luong Thi My
Dragon Capital
Eric Solberg
EXS Capital
Victor Lye
FWD
Stephen Clark
FWD
Tim Searle
Globaleye
Bao Nguyen
GoBear
Dominic Volek
Henley & Partners
Sylvie Ma
Henley & Partners
Cong Thien Le
Ho Chi Minh Securities
David MacDonald
Hubbis
Duc Cuong Trinh
MB Bank
K R Raju
MCG Group
Thi Kim Cuong Tran
Manulife Asset Management
Erdem Ozgul
Numerix
Kevin Snowball
PXP Vietnam Asset Management
Barry Winter
Pafilia
James Murphy
RMIT International University
Khanh Nguyen
Rameses Consulting
Hang Le Thi Le
SSI Asset Management
Sumeet Bhambri
Standard Chartered Bank
Amit Malhotra
Standard Chartered Bank
Sancho Chan
Sun Life Financial
Fabien Jeudy
Sun Life Financial
Michael Gerber
Synpulse
Afonso Vieira
Total Wealth Management
Sandeep Deobhakta
VP Bank
Avinash Satwalekar
Vietcombank
Thi Tuyet Ha Nguyen
Vietnam International Bank
Thai Nguyen Thuan
VinaCapital
Stephan Repkow
Wealth Management Alliance
Vietnam Wealth Management Forum 2016
Melia Hotel,Vietnam