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Event Agenda

8.40am
Registration
9.00am
Welcome Address
Michael Stanhope
Founder & Chief Executive Officer
Hubbis
9.05am
Panel Discussion
How is the wealth management offering in Vietnam developing?
  • When will we see a ‘real’ wealth management offering?
  • Whats the role of the regulators?
  • How do the different players – asset management, securities firms, insurance and banks compete or complement each other?
  • Whats the opportunity for international private banks potentially in the future?
  • What’s the role and growth of the commercial banks in personal / retail banking?
  • How important is digital today?
  • What changes are we seeing in client expectations and behaviour?
  • Where will the continued growth come from and what are your priorities?
  • How can we offer a more complete service for our clients?
  • What's happening in the insurance market?
  • How can we make the most of the opportunity to provide wealth management products to the affluent segment?

 

Tuyet Dung Dang
Deputy Chief Executive Officer, and Chief Executive Officer of Retail Banking
Maritime Bank
Johan Nyvene
Member of the Board of Director
Ho Chi Minh Securities
Minh Nguyen
Country Manager
Aetna
Kimmis Pun
Managing Director, Head of Private Banking, Singapore
VP Bank
9.55am
Head - to - Head Q & A
What are the trends among Vietnamese when considering investment overseas and migration?
Sylvie Ma
Managing Partner
Henley & Partners
  • Who is Henley & Partners?
  • What are the considerations for HNWIs in relation to residence and citizenship planning? 
  • What are the benefits for the wealth management community?
10.05am
Presentation
Private Banking into the Future: What’s the latest trend of private banking in Asia?
Kimmis Pun
Managing Director, Head of Private Banking, Singapore
VP Bank
  • What are the some of the trends we are seeing today in Asian Private Banking?
  • How are the needs of wealthy clients in Asia changing?
  • What are the challenges that the industry faces today?
  • How will the investment offerings change in the next few years?
10.25am
Panel Discussion
TECH / DIGITAL / PLATFORMS
  • Does technology mean - Faster, cheaper and better wealth management
  • Why is the technology platform important? How do you choose the right one?
  • How does technology help with KYC and onboarding clients?
  • Will bank branches disappear – will wealth management in Vietnam be digital?
  • What digital trends are we seeing elsewhere?
  • What can you distribute down a digital channel?
  • How does wealth management operate?
  • How can we build a more robust offering?
  • What's the right thing to do? How can you understand the market?
Michael Gerber
Chief Executive Officer
360F
Bao Nguyen
Country Director Vietnam
GoBear
Kelvin Lim
Head of Business Development, Asia
IRESS
Namit Khanna
Sales Director - SEA & India
InvestCloud
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
What are Structured Products?
Xavier Burkhardt
Executive Director
Leonteq
  • How do they provide protection, extra returns, or optimised your asset allocation?
  • Are they always based on an underlying asset - equity, a bond, an index, foreign currencies, or commodities?
  • Why do wealthy clients buy them?
11.50am
Presentation
Relationships and how to build them
David MacDonald
Head of Learning Solutions
Hubbis
  • Augment your reality
  • The human advantage
12.05pm
Panel Discussion
What is wealth management?
  • How do you build a wealth management platform?
  • What challenges do wealthy families have and how is that changing?
  • How do they deal with family succession?
  • How can RMs have a proactive, sensible and sensitive conversation with clients?
  • What motivates HNW clients?
  • What is fund selection and portfolio construction?
  • Why is long-term investing so important?
  • What have wealth managers in Asia learnt about distribution and product diversity?
  • Children are the biggest focus Vietnam clients – why is that?
  • Are all clients focussed on the ‘future of their kids’?
  • Big issue in Vietnam is that people want to move kids’ education overseas
Kimmis Pun
Managing Director, Head of Private Banking, Singapore
VP Bank
Gauraw Srivastava
Head of Affluent Banking & Wealth Management
VPBank
Jeroen Simons
Director, High Net Worth Business Development
Sun Life Financial
Pierre Vanrenterghem
Manager, South East Asia
Rosemont
12.55pm
Presentation
Where Next ? Tax implications of residence planning for HNW families
Pierre Vanrenterghem
Manager, South East Asia
Rosemont
  • Overview of selected tax regimes in Europe
  • Implications of family relocation on their income tax, wealth tax, inheritance tax, etc.
  • Potential structuring solutions
1.05pm
Lunch & Networking
1.50pm
Workshop
The World’s Leading Residence - and Citizenship-by-Investment Programmes
  • Overview of Immigration programmes
  • The leading Citizenship-by-Investment Programmes in the Caribbean
  • European Citizenship-by-Investment in Malta and Cyprus
  • Attractive European Residence-by-Investment Programme
Sylvie Ma
Managing Partner
Henley & Partners
2.20pm
Panel Discussion
Building investment capability and the product manufacturing engine
  • How does a HNW client invest?
  • What's the availability of personal investment products (or lack of) in Vietnam and why the constraints and why
  • Asset management companies - growing well and broadening distribution?
  • What's the “typical” Vietnamese personal investment mindset.
  • How is the fund market for retail developing?
  • What's the client education journey?
  • What's the risk of there being suitability issues? Is there a risk of mis-selling? 
  • Are there issues of market developing too quickly? How can you invest overseas? What can you do overseas? When will money be able to move offshore? 
  • Do foreign banks seem uninterested in selling funds in Vietnam?
  • How will you encourage clients to invest longer term?
  • How can you prevent redemptions?
  • As asset management companies look to court distributors – is it foolish to compete on fees?
Xuan Dung Nguyen Thi
Investment Director
VinaCapital
Terence Hieu Tran
Deputy CEO, Chief Distribution Officer
VietFund Management
The Trieu Ngo
Chief Executive Officer – Vietnam
Eastspring Investments
3.05pm
Refreshment & Networking
3.30pm
Panel Discussion
Are derivatives a good idea in Vietnam?
  • What are derivatives?
  • How might the market in Vietnam develop?
  • Are derivatives a scary proposition in Vietnam?
  • What’s the potential role of derivatives in wealth management?
  • How did the derivatives market develop elsewhere?
  • How are derivatives and structured products used elsewhere in wealth management?
Xavier Burkhardt
Executive Director
Leonteq
Bernard Lapointe
Head of Research
RongViet Securities
Kevin Snowball
Chief Executive Officer & Chief Investment Officer
PXP Vietnam Asset Management
Olivier Robine
Managing Director, Head of Equity and Commodity-Asia
Commerzbank
4.15pm
Panel Discussion
What are the issues with the local capital market and how do you fix them?
  • What’s the role of Vietnam’s capital markets (including both equity and fixed income), their development so far, and how capital flows in the system?
  • How can we build more depth and breadth?
  • Regulation and compliance – what are the challenges?
  • What are your best and worst predications for this year?
  • What are the opportunities in equity?
  • What’s the outcome for fixed-income and the development of structured fixed-income?
  • How would you explain the biggest opportunities for investors in Vietnam today?
  • How would you explain the biggest risks?
Kevin Snowball
Chief Executive Officer & Chief Investment Officer
PXP Vietnam Asset Management
Rainer Michael Preiss
Executive Director, Investment Advisory
Taurus Family Office
Thi Hang Nga Nguyen
Chief Investment Officer
Vietcombank Fund Management
Duong Vuong
Deputy Managing Director
VinaCapital
5.00pm
Forum Ends