Helping Asian Wealth Management Communities interact

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

 

Oct 19

Indonesian Wealth Management Forum 2017

Shangri-La, Jakarta, Indonesia

Featured sponsors
All sponsors

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

Agnieszka Zbroszczyk

Comarch

Ari Adil

Mandiri Investment Management

Daphne Chandra, IMCM

Henley & Partners

Edy Tuhirman

Generali

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.

Get involved in Hubbis events

Sponsor an event Hubbis offers multiple sponsorship packages within the Asian Wealth Management community.

Find out more
Event Agenda
download pdf

Morning

  • 8.40am

    Registration

  • 9.00am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 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
    Hubbis

    Panel members

    Seema Bhayat 
    Deputy Head of Private Banking, Asia
    Lombard Odier

    Yulius Ardi 
    Head, Managed Investment Products Wealth Management
    Standard Chartered Bank

    Widrawan Hindrawan
    Executive Director, Wealth Management Head
    DBS Bank

    Sigit Prihatmoko
    Head of Strategic Planning Group, Strategic Planning Division
    Bank Negara Indonesia

    Panel Members

  • 9.55am

    Keynote Presentation - Evolution of private banking and wealth management resulting from digitisation

    Agnieszka Zbroszczyk

    Business Solution Manager

    Comarch

    Grzegorz Prosowicz

    Consulting Director

    Comarch

    • 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

    Evrard Bordier

    CEO and Managing Partner

    Bordier & Cie

    • Trends and opportunities
    • Impact on the industry
  • 10.40am

    Presentation - Emergence of digital retail wealth

    Sandeep Lalwani

    Executive Director – Europe and APAC

    EbixCash Financial Technology (Formerly Miles Software)

    • Trends and opportunities
    • Impact on the industry
  • 10.50am

    Refreshment & Networking

  • 11.20am

    Presentation - Investor migration and the rise of the global citizen

    Daphne Chandra, IMCM

    Country Head, Indonesia

    Henley & Partners

    • 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

    Irene Lee

    Head of Business Development, Singapore

    Equiom Group

    • 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

    Jeroen Simons

    Director, High Net Worth Business Development

    Sun Life Financial

    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

    Vivian Secakusuma

    President Director, Indonesia

    BNP Paribas Asset Management

  • 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
    Hubbis

    Panel members

    Ari Adil
    Senior Executive Vice President, Head of Product Development & Management Division
    PT Mandiri Manajemen Investasi

    Imelda Sebayang
    Country Head, Securities Services
    Citi

    Yifei Li
    Director, Head of South East Asia Retail Business
    BlackRock

    Ivan Kusuma
    Senior Vice President, Head of Investment Business
    Commonwealth Bank

    Steven Satya Yudha
    Head - Sales & Distribution
    Ashmore Investment Management

    Panel Members

  • 12.50pm

    Lunch

Afternoon

  • 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
    Hubbis

    Panel members

    Seema Bhayat 
    Deputy Head of Private Banking, Asia
    Lombard Odier

    Evrard Bordier
    Managing Partner
    Bordier & Cie

    Irene Lee 
    Head of Business Development
    Equiom Group

    Simon Lints
    Chief Executive Officer - Singapore
    Schroders Wealth Management

    Panel Members

  • 14.20pm

    WealthTalk - Developing the insurance offering to drive wealth

    Jonathan Hekster

    Chief Executive Officer

    Manulife

    • 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

    Edy Tuhirman

    Chief Executive Officer

    Generali

    • What’s the risk?
    • How do we deal with it?
  • 14.45pm

    Head - to - Head Q & A - Finding the right technology partner

    Shyh Jih Lee

    Business Solutions Manager, Asia

    ERI Banking

    • 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?

    David MacDonald

    Head of Learning Solutions

    Hubbis

    • 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?

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    • 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
    Hubbis

    Panel members

    Vera Margaret
    Vice President, Wealth Management and Private Banking Product Group Head
    CIMB Niaga

    Rheza Karyanto
    Senior Vice President, Head of Bancassurance Product
    Commonwealth Bank

    Simon Lints
    Chief Executive Officer - Singapore
    Schroders Wealth Management

    Panel Members

  • 17.00pm

    Forum End

Oct 19

Indonesian Wealth Management Forum 2017

Shangri-La, Jakarta,Indonesia

Speakers

Agnieszka Zbroszczyk

Comarch

Ari Adil

Mandiri Investment Management

Daphne Chandra, IMCM

Henley & Partners

Edy Tuhirman

Generali

Erdem Ozgul

Numerix

Evrard Bordier

Bordier & Cie

Glant Saputra Hadi

BII Maybank

Grzegorz Prosowicz

Comarch

Imelda Sebayang

Citi

Irene Lee

Equiom Group

Ivan Kusuma

Commonwealth Bank

Jeroen Simons

Sun Life Financial

Jonathan Hekster

Manulife

Naresh Krishnan

AIA

Rheza Karyanto

Commonwealth Bank

Scott Moore, IMCM

Henley & Partners

Seema Bhayat

Lombard Odier

Shanker Iyer

IQEQ

Shyh Jih Lee

ERI Banking

Sigit Prihatmoko

Bank Negara Indonesia

Simon Lints

Schroders Wealth Management

Steven Satya Yudha

Ashmore Investment Management

Vera Margaret

CIMB Niaga

Vivian Secakusuma

BNP Paribas Asset Management

Widrawan Hindrawan

DBS Bank

Yifei Li

BlackRock

Oct 19

Indonesian Wealth Management Forum 2017

Shangri-La, Jakarta,Indonesia

Sponsors

platinum

gold

silver

bronze

Oct 19

Indonesian Wealth Management Forum 2017

Shangri-La, Jakarta,Indonesia

Past Event Highlights

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

Video
Photos
Event overview

 

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

 

 

Oct 19

Indonesian Wealth Management Forum 2017

Shangri-La, Jakarta,Indonesia