Creating a new mind-set for wealth management in Indonesia
We are delighted to host our 6th annual event for the wealth management community in Indonesia.
Who is it for?
This event is designed for C-level executives, senior management, product gatekeepers and business unit heads – working within private banks, retail banks, IFAs, insurance companies, securities firms and local asset managers in the country.
Why they should attend?
• A unique get-together enabling delegates to meet with 250+ leading wealth management practitioners in the local market who are also looking to grow their business
• An unprecedented opportunity to hear from more than 30 local and international speakers who are experts in this space
• Focused 10-minute presentations, speeches from key individuals in the local market and from across Asia, and 4 interactive panel discussions
• Understanding how to capitalise on the ever-wider opening of the market and opportunities to access domestic affluent / HNW clients
• Identifying success stories and best practices – especially from overseas
Indonesian Wealth Management Forum 2017
Shangri-La, Jakarta, Indonesia

A community of leading organisations within Asian Wealth Management

Senior figures in Asian Wealth Management are speaking at this event

Glant Saputra Hadi
Maybank

Daphne Chandra, IMCM
Henley & Partners

Vera Margaret
CIMB Niaga

Imelda Sebayang
Citi

Simon Lints
Schroders Wealth Management

Seema Bhayat
Lombard Odier

Rheza Karyanto
Bank Commonwealth

Sigit Prihatmoko
Bank Negara
Why you should attend Hubbis events

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...
read moreGet involved in Hubbis events

-
8.40am
Registration
-
9.00am
Welcome Address
-
9.05am
Panel Discussion
Building capacity and capability in wealth management in Indonesia
- What’s the biggest opportunity for growth in Indonesian wealth management?
- How do we move away from a ‘red carpet’ mentality to deliver true advisory?
- What’s the opportunity for foreign banks? How do they build scale in wealth management?
- What’s the potential for digitisation in wealth management in Indonesia?
- Does pressure to generate results always mean that the client in Indonesia will get a bad deal? How can we change the mind-set to put clients’ needs first?
- What’s the right mix of compensation and commission and incentives to build a sustainable platform?
- In a slower economy and with fewer loans from the banks – how do wealth managers make fee-based income work?
- How do you find quality people? How do we train them?
- With regulation to create a financial planning classification expected in 2018 – when will we see a big uptick in IFAs and financial planners in Indonesia? Do clients really care?
- Has there been a drop in efficiency in terms of sales efforts?
Chair
Michael Stanhope
Chief Executive Officer & Founder
HubbisPanel members
Seema Bhayat
Deputy Head of Private Banking, Asia
Lombard OdierYulius Ardi
Head, Managed Investment Products Wealth Management
Standard Chartered BankWidrawan Hindrawan
Executive Director, Wealth Management Head
DBS BankSigit Prihatmoko
Head of Strategic Planning Group, Strategic Planning Division
Bank Negara IndonesiaSpeakers
-
9.55am
Keynote Presentation - Evolution of private banking and wealth management resulting from digitisation
- New reality and challenges in private banking and wealth management
- Exploring reasons and aims of digitisation.
- How technology can complement the traditional approach to private banking.
- Recommendations for digital strategies
-
10.15am
WealthTalk - Building a future-proof wealth management offering
- Trends and opportunities
- Impact on the industry
-
10.40am
Presentation - Emergence of digital retail wealth
- Trends and opportunities
- Impact on the industry
-
10.50am
Refreshment & Networking
-
11.20am
Presentation - Investor migration and the rise of the global citizen
- 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
-
11.30am
Presentation - Singapore & Hong Kong as Asian wealth management centres & overview of CRS and AEOI
- Overview – Asia in general
- Singapore and Hong Kong as wealth management centres
- Singapore & Hong Kong companies
- Brief summary on CRS & AEOI
- Other estate planning tools
-
11.40am
WealthTalk - Wealth TALK Using HNW insurance solutions for liquidity planning and guaranteed returns
Using HNW Insurance solutions - such as high and low life cover Universal Life, HNW clients can:
- Achieve higher returns, with a guaranteed strong minimum returns, better than a bank account rate
- Secure leveraging and liquidity whenever they need within an insurance policy
- Use insurance solutions for retirement and annuity planning, and effectively avoid probate through proper estate planning
-
11.50am
WealthTalk - The importance of selecting the right partner to grow your clients’ wealth
-
12.00pm
Panel Discussion
Growing opportunities for collaboration between onshore and offshore fund managers
- How have recent regulatory changes presented new opportunities for you?
- How will this help clients in Indonesia get access the global markets and be more diversified with their portfolios?
- How can clients get global market access through banks?
- What take-up and growth will we see in discretionary accounts?
- What future developments do we expect to see?
- How is the government becoming more supportive of the development of the capital market, asset management and wealth management?
Chair
Michael Stanhope
Chief Executive Officer & Founder
HubbisPanel members
Ari Adil
Senior Executive Vice President, Head of Product Development & Management Division
PT Mandiri Manajemen InvestasiImelda Sebayang
Country Head, Securities Services
CitiYifei Li
Director, Head of South East Asia Retail Business
BlackRockIvan Kusuma
Senior Vice President, Head of Investment Business
Commonwealth BankSteven Satya Yudha
Head - Sales & Distribution
Ashmore Investment ManagementSpeakers
-
12.50pm
Lunch & Networking
-
13.30pm
Panel Discussion
Wealthy business families – how do we meet their needs?
- How does CRS and information exchange create challenges or opportunities for Indonesian banks and wealth managers?
- Is this driving clients to get advice for the first time? And impacting their decisions to keep assets onshore / offshore?
- What is the current level of knowledge and activity around preserving and protecting wealth?
- How do clients currently think about succession planning? What solutions do they use?
- How can we drive more effective and specific conversations about insurance and other products or structures for inter-generational wealth transfer?
- Who are the right professionals and advisers for families to engage? And how should they choose between them?
Chair
Michael Stanhope
Chief Executive Officer & Founder
HubbisPanel members
Seema Bhayat
Deputy Head of Private Banking, Asia
Lombard OdierEvrard Bordier
Managing Partner
Bordier & CieIrene Lee
Head of Business Development
Equiom GroupSimon Lints
Chief Executive Officer - Singapore
Schroders Wealth ManagementSpeakers
-
14.20pm
WealthTalk - Developing the insurance offering to drive wealth
- What role can the wealth management and insurance industries can play in Indonesia to help the economy grow over the long term?
- How will this help Indonesians prosper?
-
14.30pm
WealthTalk - The risk of ageing in wealth management
- What’s the risk?
- How do we deal with it?
-
14.45pm
Head - to - Head Q & A - Finding the right technology partner
- With an emerging private wealth management (PWM) market like Indonesia, how can a technology solution provider help?
- What should emerging market PWM be doing to take advantage of real innovation/automation, to benefit both its clients and its own profitability?
- What can digitisation mean for emerging market PWM?
-
15.00pm
Refreshment & Networking
-
15.30pm
WealthTalk - The question is... do you want to be known for being smart, or for being wise?
- The skills you need for a new age of wealth management
-
15.45pm
WealthTalk - What does it take to be successful in wealth management today?
- Market challenges
- Industry trends
- What clients want from you
- How to be a successful wealth manager in today’s environment
-
16.10pm
Panel Discussion
Creating a long-term investment mind-set in Indonesia
- What can be done to facilitate mutual fund distribution in a more meaningful way?
- How do we further expand the product range? What do clients want?
- When will we see a genuine move towards advice?
- What is the long-term opportunity that Indonesia represents in wealth and asset management?
- How can we drive portfolio-led conversations and rebalancing?
- How do we penetrate millennials? What model would work?
Chair
Michael Stanhope
Chief Executive Officer & Founder
HubbisPanel members
Vera Margaret
Vice President, Wealth Management and Private Banking Product Group Head
CIMB NiagaRheza Karyanto
Senior Vice President, Head of Bancassurance Product
Commonwealth BankSimon Lints
Chief Executive Officer - Singapore
Schroders Wealth ManagementSpeakers
-
17.00pm
Forum End
Indonesian Wealth Management Forum 2017
Shangri-La, Jakarta,Indonesia


Glant Saputra Hadi
Maybank

Daphne Chandra, IMCM
Henley & Partners

Vera Margaret
CIMB Niaga

Imelda Sebayang
Citi

Simon Lints
Schroders Wealth Management

Seema Bhayat
Lombard Odier

Rheza Karyanto
Bank Commonwealth

Sigit Prihatmoko
Bank Negara

Agnieszka Zbroszczyk
Comarch

Grzegorz Prosowicz
Comarch

Widrawan Hindrawan
DBS Bank

Erdem Ozgul
Numerix

Steven Satya Yudha
Ashmore Investment Management

Ari Adil
Mandiri Investment Management

Scott Moore, IMCM
Henley & Partners

Vivian Secakusuma
BNP Paribas Asset Management

Jonathan Hekster
Manulife

Shyh Jih Lee
ERI

Shanker Iyer
Independent Financial Advisor

Yifei Li
BlackRock

Jeroen Simons
Sun Life Financial

Irene Lee
Equiom Group

Evrard Bordier
Bordier & Cie

Edy Tuhirman
Generali

Naresh Krishnan
AIA

Ivan Kusuma
Bank Commonwealth
Indonesian Wealth Management Forum 2017
Shangri-La, Jakarta,Indonesia

platinum
gold
silver
bronze
Indonesian Wealth Management Forum 2017
Shangri-La, Jakarta,Indonesia

We were delighted to host our 5th annual event in Jakarta for the wealth management community in Indonesia. More than 250 senior individuals attended from across South-east Asia – including CEOs, senior management, product gatekeepers and business unit heads across compliance, operations, advisory and sales, from the leading local and universal Retail Banks, Private Banks, Insurance Companies, Local Asset Management Firms, and IFAs / other independent advisory organisations.
EVENT SUMMARY
New wealth management dawn beckons for Indonesia
While it is difficult to predict what the real impact will be on Indonesia of tax reforms and greater investment incentives, consensus based on this and other regulatory initiatives is that this should be a good thing for the further development of the wealth and asset management industries locally.
OTHER HIGHLIGHTS
TESTIMONIALS
“The Indonesian Wealth Management Forum provided a great opportunity both to hear from key players in the Indonesian market and to discuss recent and future developments with delegates.”
Nicholas Hacking, Director, Sales, ERI Bancaire
“Once again, the Hubbis Indonesian Wealth Management Forum provided an excellent opportunity for professionals, both local and foreign, to meet and exchange ideas on best practices. Moreover, the agenda, speakers and in-depth discussion of many issues was much added-value and appreciated by the attendees.”
Richard Piliero, Executive, Finaport
“As the wealth management industry in Indonesia is still relatively new, this forum provides a good opportunity for us to learn, especially from practitioners from other countries.”
Tri Djoko Santoso, Chairman, FPSB Indonesia
“This is the fourth year I have attended this event. This year, we saw some very high-quality people on the stage. It was a very engaging day.”
Jake Wallis, President Director, Imperium Capital
Indonesian Wealth Management Forum 2017
Shangri-La, Jakarta,Indonesia