Event Agenda
- 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
- 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
- Trends and opportunities
- Impact on the industry
- Trends and opportunities
- Impact on the industry
- 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
- 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
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
- 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
- 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
- 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?
- What’s the risk?
- How do we deal with it?
- 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?
- The skills you need for a new age of wealth management
- Market challenges
- Industry trends
- What clients want from you
- How to be a successful wealth manager in today’s environment
- 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
Workshops
- Advisory process handled by relationship managers, creating a 360-degree client picture, executing client risk appetite assessment, optimal product and portfolio proposal, all based on client financial and investment needs
- AI-driven recommendation engine supporting an in-depth analysis of client profile, generation of personalised investment proposal as well as recommendation of engagement strategies
- Robo-advisory process harnessing chat-bot capabilities as one of the most attractive ways of bank-client interaction today
- The Leading Citizenship-by-Investment Programs in the Caribbean
- European Citizenship-by-Investment in Malta and Cyprus
- Attractive European Residence-by-Investment Programs