We are delighted to host our 10th annual Indonesian Wealth Management Forum.

What are the main opportunities that will continue to drive growth in wealth management in Indonesia? What are the key challenges to building profitable businesses? Is regulation helping or hindering? Is there enough local talent? Is the capability of technology solutions understood and is digital transformation taking place? Is the best strategy to be independent, or for local firms to partner with international names? What will the industry look like in the next five to 10 years?

These and other seminal matters will be considered in some detail by our learned group of speakers.

The agenda is designed to include presentations and panel discussions – to look at where the market is at today, the opportunities and challenges it faces, and where it needs to go to move it to the next level.

Its exclusively designed for CEOs, senior management, product gatekeepers and business unit heads across technology, compliance, operations, risk and advisory – from the leading international and local Private Banks, Asset Management Companies, Retail Banks, IFAs, Family Offices, Insurance Companies, and Independent Wealth Management Firms.

Key elements of the forum –

  • Identify success stories and best practices
  • 3 hours CPT
  • A meaningful get-together with CEOs, senior management, product gatekeepers and relationship managers from the leading Private Banks, Securities Firms, Retail Banks, IFAs, Family Offices, Insurance Companies, and Independent Wealth Management Firms.
  • Explore and foster industry collaboration with exciting and interactive panel discussions, focused presentations, workshops, head-to-head interviews, and more.
  • An unprecedented opportunity to hear from more than 15 local and international speakers who are experts in this space.
  • Presentations and Panel discussions


Specific topics we will cover include;

  • Wealth Leaders – positioning for and embracing growth in the post-pandemic world
  • Driving Digital Transformation
  • Citizenship and Residency – Opportunities and Trends for the year ahead
  • Tools and Strategies to secure your clients legacy for the next Generation
  • Investment Themes and Strategies for the year ahead
  • Wealth managers thinking about how they can add more value and differentiate their offering.
  • The need for increased product diversification.
  • How can banks accelerate growth and penetrate into the market?
  • What are the key success factors in providing an exceptional client experience?
Jul 6

INDONESIA WEALTH MANAGEMENT FORUM 2022

Shangri-La Jakarta, Indonesia

Featured Partners
All Partners

A community of leading organisations within Asian Wealth Management

Featured speakers
All event speakers

Senior figures in Asian Wealth Management are speaking at this event

Aliang Sumitro

Maybank

Andrew Hendry

Janus Henderson Investors

Novi Imelda

Prudential Life Assurance

Meru Arumdalu

Standard Chartered Bank

Benjamin Szeto

1291 Group

Zac Lucas

Spencer West

Irene Lee

British and Malayan Trustees Limited

Antony Dirga

Trimegah Asset Management

Why you should attend Hubbis events

Connect

Connectivity across Private Banking, Independent Wealth Management, Retail Banking, Asset Management, Insurance, Technology, Professional Services and other communities.

Learn

Find out how the industry can develop further & lessons it can learn from elsewhere. Improve skills and knowledge through a practical, enjoyable and interactive learning experience.

Enjoy

Hubbis events are not only consistent, relevant, engaging and unique but also highly positive, and fun experiences.

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Event Agenda
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  • 8.30am

    Registration

  • 8.55am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.00am

    Panel Discussion

    Positioning for and embracing growth in the post-pandemic world

    • What is your vision for wealth management in Indonesia in a Post Covid-19 world?
    • What growth potential lies ahead in 2022 and beyond, and where are the key opportunities for the foreseeable future?
    • What is happening to the private client base, and how are clients’ needs and expectations changing?
    • How are leaders in this industry enhancing their value proposition, products and service offering?
    • What are the challenges to further growth?

    Chair

    Banesh Prabhu

    Chief Executive Officer - Intellect SEEC - Insurance, Wealth & Capital Markets

    Intellect Design Arena

    Speakers

    Meru Arumdalu

    Head of Wealth Management

    Standard Chartered Bank

    Ivan Jaya

    Investment Head

    Bank Commonwealth

    Aliang Sumitro

    Head of Wealth Management - Indonesia

    Maybank

    Andrew Hendry

    Head of Distribution, Asia

    Janus Henderson Investors

  • 9.30am

    Presentation - Citizenship and Residency – A look at Opportunities and Trends for the year ahead

    Ian Horsburgh

    Country Head of Indonesia

    Henley & Partners

    • Alternative residences or citizenships in times of Political Uncertainty
    • Domicile diversification – a new asset class
    • Real estate investment rankings for migration
  • 9.45am

    Panel Discussion

    Tools and Strategies to secure your clients legacy for the next Generation

    • What are some of the challenges facing wealthy families in Indonesia today?
    • Curating the right solution for clients – what’s thrown in the mix today?
    • How are the NextGen expectations different?
    • What must clients consider when moving wealth successfully to the next generation?
    • How are founders, patriarchs, matriarchs and their families dealing with the estate and family business succession?
    • What’s the role of residency and citizenship?
    • What’s the role of HNW Insurance?

    Chair

    Scott Moore, IMCM

    Managing Director, Head of Indonesia and Philippines

    Henley & Partners

    Speakers

    Benjamin Szeto

    Partner

    1291 Group

    Irene Lee

    Business Development Director

    British and Malayan Trustees Limited

    Zac Lucas

    Partner – International Private Wealth

    Spencer West

  • 10.15am

    Presentation - Reimagining Wealth Management

    Banesh Prabhu

    Chief Executive Officer - Intellect SEEC - Insurance, Wealth & Capital Markets

    Intellect Design Arena

    • Facing the new digital reality where flexibility and convenience prevail
    • Progressive wealth transformation ideas and trends
    • Which is better - Adopt or Adapt?
  • 10.30am

    Head - to - Head Q & A

    Banesh Prabhu

    Chief Executive Officer - Intellect SEEC - Insurance, Wealth & Capital Markets

    Intellect Design Arena

    • How are wealth managers in Indonesia enhancing their digital capabilities?
    • What are some of the trends we are likely to see in the Post-covid world?
    • How does Intellect Design Arena help with the process of digital transformation?
  • 10.45am

    Refreshment & Networking

  • 11.20am

    Presentation - War, Inflation and What’s next?

    Andrew Hendry

    Head of Distribution, Asia

    Janus Henderson Investors

    • Is growth still possible in the current market environment?
    • Do thematics still have a place in a core portfolio?
    • How can you exploit private market opportunities in Biotech?
  • 11.40am

    Panel Discussion

    Investment Themes and Strategies for the year ahead

    • What investment products and themes are interesting for HNW clients in Indonesia today?
    • From an investment perspective - what positive developments have we seen in the business of asset and wealth management?
    • What is lacking in the local investment market?
    • Is there a growing interest in Private Markets?
    • How are different tools being used in portfolios? For example, ETFs?
    • How are clients generating income today?
    • What developments have there been in clients ability to engage international funds?

    Chair

    Andrew Hendry

    Head of Distribution, Asia

    Janus Henderson Investors

    Speakers

    Antony Dirga

    President Director

    Trimegah Asset Management

    Novi Imelda

    Chief Investment Officer

    Prudential Life Assurance

    Guntur Putra

    President DIretor , CEO

    Pinnacle Investments

  • 12.15pm

    Presentation - Trends in Wealth Planning and Succession

    Irene Lee

    Business Development Director

    British and Malayan Trustees Limited

    • What is wealth planning and succession
    • Why is it important to plan
    • What will be value add and differentiating factors of an effective plan
    • How can wealth planning practitioners ensure success
  • 12.30pm

    Panel Discussion

    Sustainable Wealth Management – finding, training, and retaining the right talent

    • Is finding the talent an issue in growing your platform?
    • How are client’s needs evolving?
    • Growing your AUM - client retention, existing client referrals and prospecting.
    • How can learning and professional development help you add value and differentiate your offering?
    • Why is improving skills so important?
    • Trusted adviser – what does that even mean?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Samdarshi Sumit

    President Director & CEO

    PFI Mega Life Insurance

    Kenny Suen

    Principal Officer, Chief Marketing Officer

    Bill Morrisons

  • 13.00pm

    Lunch

  • 14.00pm

    Forum End

Jul 6

INDONESIA WEALTH MANAGEMENT FORUM 2022

Shangri-La Jakarta,Indonesia

Speakers

Aliang Sumitro

Maybank

Andrew Hendry

Janus Henderson Investors

Novi Imelda

Prudential Life Assurance

Meru Arumdalu

Standard Chartered Bank

Benjamin Szeto

1291 Group

Zac Lucas

Spencer West

Irene Lee

British and Malayan Trustees Limited

Antony Dirga

Trimegah Asset Management

Guntur Putra

Pinnacle Investments

Samdarshi Sumit

PFI Mega Life Insurance

Scott Moore, IMCM

Henley & Partners

Ian Horsburgh

Henley & Partners

Banesh Prabhu

Intellect Design Arena

Ivan Jaya

Bank Commonwealth

Kenny Suen

Bill Morrisons

Jul 6

INDONESIA WEALTH MANAGEMENT FORUM 2022

Shangri-La Jakarta,Indonesia

Partners
Jul 6

INDONESIA WEALTH MANAGEMENT FORUM 2022

Shangri-La Jakarta,Indonesia

Summary

We are delighted to host our 10th annual event for the private wealth management community in Indonesia.

We have designed the forum – along with the presentations and panel discussions – to bring together key market participants to discuss and debate the current positioning, role, opportunities, challenges and outlook for wealth management.

With a growing number of local and overseas participants in what is a rapidly shifting wealth management space, differentiation in strategies and value propositions is key to deliver what clients want.

The concept of needs-based conversations with the right clients, backed up by real advice and relevant, contextual information delivered in a blended way between digital and human touch-points, is critical. Yet with the next generation increasingly important – both in size and influence – there is a pressing need to find the right solutions.

The event is attended by CEOs, senior management, product gatekeepers and business unit heads across technology, compliance, operations, risk and advisory – from the leading international and local Private Banks, Retail Banks, Securities Firms, IFAs, Family Offices, Insurance Companies, and other Independent Wealth Management Firms.

The value of a differentiated approach in the form of genuinely independent advice is certainly becoming clearer – both to clients as well as private bankers.

Can wealth mangers raise their game and address the ongoing challenges they face in scaling their businesses? These include more clearly defining business models; finding more clients; creating more clarity over fee models; attracting more competent and experienced private bankers; driving revenue in challenging and choppy markets; and keeping costs under control.

We are delighted to host this must-attend fixture in the Indonesian wealth management calendar.

 

Hubbis events are –

FUN, CONSISTENT, RELEVANT, ENGAGING AND UNIQUE

Jul 6

INDONESIA WEALTH MANAGEMENT FORUM 2022

Shangri-La Jakarta,Indonesia