We are delighted to host our 8th annual Indonesian Wealth Management Forum.

Indonesia continues to present an enticing opportunity in wealth management for domestic and foreign players alike.

The agenda is designed to include presentations, workshops, case studies 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 to the content at this event is also providing insights from experts in overseas markets – sharing best practices, the components of successful businesses, and lessons learned from developing wealth management offerings elsewhere in Asia.

The agenda will focus on the following;

  • Strategies for world-class practice management
  • How can you future-proof your business model?
  • Investment process and philosophy – getting it right
  • What’s innovative today?
  • Digital and Technology developments
  • How client expectation and demands are changing and what they want from their wealth manager
  • Dealing with wealthy Indonesian families in the new transparent world
  • Legacy planning


Practitioners see a need for regulatory reform in the country, in order to boost business. Progress has been quite slow – especially in investment management.

While this is unlikely to happen immediately, there is some fear that if the government doesn’t act soon and open up investment alternatives at home, clients will continue to look offshore rather than enable local-based wealth managers to compete with offerings overseas.

How can the regulator try harder to shore up the fundamentals for the industry and increase capacity?

This needs to start with expanding the size of the market, including more depth and diversity, greater liquidity and, in turn, a larger number of investors. Regulation for financial advisers continues to be in the pipeline. Local banks will therefore continue to take time to close the gap that has existed to date in terms of the quality of advisers, connectivity, processes and access to investments that are commonplace within universal banks.

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