Top

Agenda at a glance

8.30am
Registration
8.55am
Welcome Address
9.00am
Panel discussion
Wealth management in Indonesia – grasping the opportunity
9.40am
Presentation
Private Banking at a crossroads
9.50am
Head - to - Head Q & A
How technology can drive more sales and deeper relationships
10.00am
Presentation
Why wealth managers need effective onboarding
10.10am
Presentation
How to improve key touchpoints in Wealth Management through digitalisation
10.20am
Panel discussion
Bringing it all together – Platforms & Technology
11.00am
Presentation
RM Office - 2020 Advantage
11.10am
Refreshment & Networking
11.35am
Head - to - Head Q & A
Physical Gold – making a shiny and solid contribution to any portfolio
11.45am
Presentation
The Rise of Challenger Banks and Super Apps
11.55am
Presentation
What are the recent trends in ETF industry?
12.05pm
Head - to - Head Q & A
Investment Migration: Trends and Developments for HNWIs
12.15pm
Presentation
Why is gold back in the news? The latest strategic developments shaping the precious metals industry
12.25pm
Presentation
HNW Insurance Outlook and Innovation
12.35pm
Panel discussion
Progress needed to boost the onshore investment proposition
13.10pm
Lunch
14.00pm
Room A – Workshop
Investing in Precious Metals; Why it’s time to add some shine to your portfolio
14.00pm
Room B – Workshop
How to improve key touchpoints in Wealth Management through digitalisation
14.35pm
Room A – Workshop
Global Citizens: Trends and Developments in Investment Migration
14.35pm
Room B – Workshop
What is CLM and how can it drive your business growth?
15.10pm
Refreshment & Networking
15.30pm
Panel discussion
The Second and Third generations await – how will they protect the wealth?
16.15pm
Panel discussion
What do you need to do to be a successful wealth manager?
17.00pm
Forum End