Hubbis was delighted to host our annual Indonesia Wealth Management event in Jakarta on March 29 for the Private Wealth Management Community.

The event focused on the evolution of wealth management in Indonesia’s maturing and diversifying market.

We hosted panel discussions and presentations on these topics:

  • Wealth Leaders and the evolution of wealth management in Indonesia
  • Evolving Client Expectations and Needs and how the Competitors must adapt
  • Structuring Wealth and Optimising Legacy & Succession Planning
  • The regulators and the market’s drive for greater product and advisory diversification
  • Offshore or onshore? (Getting the balance right)
  • The Globalisation of Indonesian wealth and the evolving needs of Wealthy Indonesian clients and families
  • The trends to Domicile Diversification and alternative residence
  • Embracing FinTech and Digital Solutions for Tomorrow’s World
  • The Enhanced Role of Technology in Wealth Management
  • Wealth Management Reimagined – the Advisory-led Proposition
  • Investment Solutions and Advice – How does the wealth industry deliver as client expectations and needs evolve?
  • The expanding role for Islamic wealth management
  • Into the Future – the competitive environment in Indonesia’s wealth market

 

And by the way, CLICK HERE to view selected content and videos from the successful 2022 forum.

Mar 29

INDONESIA WEALTH MANAGEMENT FORUM - 2023

Shangri-La Jakarta, Indonesia

Featured Partners
All Partners

A community of leading organisations within Asian Wealth Management

Featured speakers
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Senior figures in Asian Wealth Management are speaking at this event

Alain Tandi

Maybank

Dr. Silvio Struebi

Simon-Kucher Global Strategy Consultancy

Zac Lucas

Spencer West

Benjamin Twoon

Alta

David Lai

Premia Partners

Ian Horsburgh

Henley & Partners

Yash Shah

Synpulse

Ivan Kusuma

DANA

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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Experience our latest event for yourself

THAILAND WEALTH MANAGEMENT FORUM 2023

Shangri-La Jakarta, Indonesia

We were delighted to host our annual event in Bangkok on Wednesday May 24...

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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

    Wealth Managers - Survive and Prosper in the new world

    • How is the asset & wealth management industry evolving in the local market?
    • What are the trends and developments we are seeing in Asian private wealth management?
    • What growth potential lies ahead, and where are the key opportunities for the foreseeable future?
    • Fees are being pushed down by investors and regulators – how will wealth managers survive?
    • What has to change in the industry if it is to survive and prosper?

    Chair

    Dr. Silvio Struebi

    Partner

    Simon-Kucher Global Strategy Consultancy

    Speakers

    Meru Arumdalu

    Head of Wealth Management

    Standard Chartered Bank

    Yulius Ardi

    Head Of Wealth Management

    Bank Danamon

    Antony Dirga

    President Director

    Trimegah Asset Management

  • 9.30am

    Presentation - Wealth as a Service: Looking beyond the “Crazy Rich Asians”

    Yash Shah

    Partner

    Synpulse

    Global wealth managers are heavily investing with a laser focus on capturing the growing HNWI population in Asia’s emerging markets. The local universal banks are revamping their client segments to provide tailored advisory services to the wealthy. But are the resources being allocated towards the correct target client base? Are we missing the accelerated growth of a particular wealth segment which will overshadow the HNWI wealth base in the near future? Let’s look beyond Asia’s crazy rich and understand how WMs are gearing up with innovative wealth operating models to capture, service and retain this underserved population.

  • 9.45am

    Panel Discussion

    Evolving the Platform and Proposition

    • How have you been evolving your platform, processes, and products?
    • What are the changing expectations of clients?
    • How does this help you in the curation and delivery of advice?
    • Have you made any real progress in your digital journey?
    • How does digital improve your traditional value proposition?
    • What are the products and services you could offer? How can your proposition evolve?
    • What is you view on separate platforms that offer wealth management - external to a bank?
    • What do you think about digital assets?

    Chair

    Pieter Zylstra

    General Manager - APAC

    additiv

    Speakers

    Samdarshi Sumit

    President Director & CEO

    PFI Mega Life Insurance

    Sigit Prihatmoko

    VP

    Bank Negara

    Yash Shah

    Partner

    Synpulse

    Ivan Kusuma

    Head of Investment & Insurance

    DANA

  • 10.15am

    Presentation - Citizenship and Residency – 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
  • 10.30am

    Panel Discussion - in partnership with Henley & Partners

    Current Trends and Concerns for International Families

    • How do you use offshore wealth structures? What are some of the risks?
    • How can you protect assets and wealth for the next generation?
    • What will be the effect of CRS?
    • What is the effect of beneficial ownership transparency?
    • Which centres are likely to be most attractive in the future?
    • What is the difference between a will and trust in Singapore?
    • What are the trends around citizenship and migration?

    Chair

    Scott Moore, IMCM

    Managing Director

    Henley & Partners

    Speakers

    Dionisius Damijanto

    Business Tax Partner, Financial Service - Indonesia

    Deloitte Touche Solutions

    Zac Lucas

    Partner – International Private Wealth

    Spencer West

    Ian Horsburgh

    Country Head of Indonesia

    Henley & Partners

  • 11.00am

    Refreshment & Networking

  • 11.30am

    Presentation - Growth of digital wealth management

    Pieter Zylstra

    General Manager - APAC

    additiv

    • Indonesia millennial investors
    • New requirements from digital natives investors
    • Future opportunity Wealth Management as a Service
  • 11.45am

    Presentation - China reopening and framing for 2023 opportunities in China and ASEAN

    David Lai

    Partner & Co-CIO

    Premia Partners

    • Where are we in China’s reopening trajectory, from business fundamentals to evolution of investor flows and allocations?
    • Tactical and strategic bets – why are policy supported sector leaders well placed to outperform?
    • Investment case and tailwinds supporting emerging ASEAN as the natural beneficiaries of China recovery and source of uncorrelated returns.
  • 12.00pm

    Panel Discussion

    Curating winning client portfolios following a challenging year

    • What are the opportunities and challenges for the year ahead?
    • How are you managing risk in 2023? Is it time to take on more risk?
    • What's your favourite asset class now?
    • How are you generating income for clients?
    • What's your view on alternative investments? Digital assets? Private Markets?
    • How do you choose the right investment partners?
    • How can you consistently deliver performance and differentiate your offering?

    Chair

    Benjamin Twoon

    Co-founder and Chief Commercial Officer

    Alta

    Speakers

    Alain Tandi

    Head, Bancassurance & Investment Management - Indonesia

    Maybank

    Guntur Putra

    President Director, CEO

    Pinnacle Investments

    Radek Jezbera

    CEO and Co-Founder

    Kilde

  • 12.30pm

    Presentation - Beneficial Ownership public access and the consequences for you

    Zac Lucas

    Partner – International Private Wealth

    Spencer West

    • What will this mean for you and your clients?
    • Timeline to implementation
    • Alternative Jurisdictions
  • 12.45pm

    Presentation - Proven strategy for driving revenue growth across digital channels

    Dr. Silvio Struebi

    Partner

    Simon-Kucher Global Strategy Consultancy

    • How do winning customer propositions look like in the future across retail wealth management?
    • How do we use dynamic pricing as a growth strategy in wealth management?
    • How can you better delight customers across digital channels and increase conversion?
  • 13.00pm

    Lunch & Networking

  • 14.00pm

    Forum End

Mar 29

INDONESIA WEALTH MANAGEMENT FORUM - 2023

Shangri-La Jakarta,Indonesia

Speakers

Alain Tandi

Maybank

Dr. Silvio Struebi

Simon-Kucher Global Strategy Consultancy

Zac Lucas

Spencer West

Benjamin Twoon

Alta

David Lai

Premia Partners

Ian Horsburgh

Henley & Partners

Yash Shah

Synpulse

Ivan Kusuma

DANA

Guntur Putra

Pinnacle Investments

Pieter Zylstra

additiv

Radek Jezbera

Kilde

Yulius Ardi

Bank Danamon

Sigit Prihatmoko

Bank Negara

Samdarshi Sumit

PFI Mega Life Insurance

Meru Arumdalu

Standard Chartered Bank

Dionisius Damijanto

Deloitte Touche Solutions

Antony Dirga

Trimegah Asset Management

Mar 29

INDONESIA WEALTH MANAGEMENT FORUM - 2023

Shangri-La Jakarta,Indonesia

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Mar 29

INDONESIA WEALTH MANAGEMENT FORUM - 2023

Shangri-La Jakarta,Indonesia