We were delighted to host our Hubbis Malaysia Wealth Management Forum on April 13, 2022 in Kuala Lumpur.

The event was sponsored by:

Henley & Partners
Janus Henderson Investors
Jersey Finance
Refinitiv, an LSEG Business


The agenda included presentations and panel discussion on the following topics:

  • Wealth Leaders – positioning for and embracing growth in the post-pandemic world
  • Driving Digital Transformation
  • Citizenship and Residency – Opportunities and Trends for the year ahead
  • Tools and Strategies to secure your clients legacy for the next Generation
  • Investment Themes and Strategies for the year ahead
  • Wealth managers thinking about how they can add more value and differentiate their offering.
  • More competition driving an intense grab for talent.
  • The need for increased product diversification.
  • How can banks accelerate growth and penetrate into the market?
  • What are the key success factors in providing an exceptional client experience?

 

Apr 13

MALAYSIA WEALTH MANAGEMENT FORUM 2022

Hilton Kuala Lumpur, Malaysia

Featured Partners
All Partners

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

Alvin Tan

UOB Kay Hian Wealth Advisors

Shan Saeed

IQI Global

Nor Fazlina Binti Mohd Ghouse

Maybank Trustees

Farah Deba Mohamed Sofian

Messrs Wong Lu Peen & Tunku Alina

Gurpreet Khera

Boost Credit

Bobby Bok

Refinitiv, an LSEG Business

Encik Khairi Shahrin

Malaysian Industrial Development Finance (MIDF)

Reuben Tan

OCBC Bank

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.

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Event Agenda
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  • 8.30am

    Registration

  • 8.55am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.00am

    Panel Discussion

    Wealth Leaders – positioning for and embracing growth in the post-pandemic world

    • What is your vision for wealth management in the Malaysia in a (hopefully) Post Covid-19 world?
    • What growth potential lies ahead in 2022 and beyond, and where are the key opportunities for the foreseeable future?
    • What is happening to the private client base, and how are clients’ needs and expectations changing?
    • How are leaders in this industry enhancing their value proposition, products and service offering?
    • More generally, How will the competitive arena evolve in the coming years? Are the leaders ready for those challenges?
    • How are you evolving the quality and type of advice you offer to clients?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Reuben Tan

    Head of Wealth Management

    OCBC Bank

    Alvin Lee

    Head of Group Wealth Management & Community Financial Services

    Maybank

    Vernice Moh

    Managing Director, ASEAN

    Refinitiv, an LSEG Business

    Osama Khan

    Product Manager – Wealth Management

    Standard Chartered Bank

  • 9.45am

    Presentation - Digitalization in Wealth Management

    Ryan Page

    Head of Sales (ASEAN / Pacific / South Asia), Wealth

    Refinitiv, an LSEG Business

    • What is it?
    • Why is it important?
    • Where do I start?
  • 10.05am

    Panel Discussion - Sponsored by Refinitiv, an LSEG Business

    Driving Digital Transformation

    • How do you use technology within your platform?
    • What does digitalization mean to you and your firm?
    • How are ‘digital challengers’ getting on? And what’s the opportunity?
    • Where are you up to in this journey?
    • Is there a new wealth model that aligns both the human and digital in a seamless collaboration for the delivery of optimised investment products, ideas and advice for private wealth clients?
    • What is coming next in the world of digital technologies and services that will further enhance the wealth management offering, and how can those improve the proposition?
    • How do the private banks and retail banks make the right decisions, firstly on what areas to focus on, and then which solutions to adopt and which technology partners to work with?
    • Are these digital tools really elevating the skills, capabilities and productivity of the client-facing RMs and advisors?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Wai Ken Wong

    Country Manager, Malaysia

    StashAway

    Alvin Tan

    Chief Executive Officer

    UOB Kay Hian Wealth Advisors

    Gurpreet Khera

    Chief Business Officer

    Boost Credit

    Bobby Bok

    Sales Strategy & Execution Director, Wealth Solutions - Asia Pacific

    Refinitiv, an LSEG Business

    Encik Khairi Shahrin

    Head of Digitalisation

    Malaysian Industrial Development Finance (MIDF)

  • 10.45am

    Presentation - Citizenship and Residency – Opportunities and Trends for the year ahead

    Nirbhay Handa

    Group Head of Business Development

    Henley & Partners

    • Alternative residences or citizenships in times of Political Uncertainty
    • Domicile diversification – a new asset class
    • Real estate investment rankings for migration
  • 11.00am

    Head - to - Head Q & A - Why is the Investment Migration industry booming?

    Nirbhay Handa

    Group Head of Business Development

    Henley & Partners

    • Where do your clients come from?
    • Why do private wealth managers and advisors work with you?
    • How can H&P help HNWI clients?
    • What are the pitfalls that HNWIs should be aware concerning investment migration?
    • What’s changed post covid?
  • 11.15am

    Refreshment & Networking

  • 11.45am

    Panel Discussion - Sponsored by Jersey Finance

    Tools and Strategies to secure your clients legacy for the next Generation

    • Developments in Wealth Planning and Structuring, and Family Succession
    • Challenges facing UHNW families
    • NextGen expectations
    • How are global attitudes towards Islamic Wealth Management changing?
    • The increasing importance of sustainability, climate and ESG
    • Transferring wealth successfully to the next generation
    • How are founders, patriarchs, matriarchs and their families dealing with the estate and family business succession?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Farah Deba Mohamed Sofian

    Partner

    Messrs Wong Lu Peen & Tunku Alina

    Nor Fazlina Binti Mohd Ghouse

    Chief Operating Officer

    Maybank Trustees

    Daud Vicary Abdullah

    Managing Director

    DVA Consulting

  • 12.30pm

    Panel Discussion - Sponsored by Janus Henderson Investors

    Investment Themes and Strategies for the year ahead

    • What investment products and themes are interesting for HNW clients in Malaysia today?
    • From an investment perspective - what positive developments have we seen in the business of asset and wealth management in Malaysia?
    • What is lacking in the local investment market? Like the ability to go short.
    • How is the new tax regime affecting investors and changing priorities?
    • Is there a growing interest in Private Markets?
    • How are different tools being used in portfolios? For example, ETFs and Structured Products?
    • How are clients generating income today?

    Chair

    Andrew Hendry

    Head of Distribution, Asia

    Janus Henderson Investors

    Speakers

    Shan Saeed

    Chief Economist

    IQI Global

    Teh Chi-cheun

    Managing Director

    BOS Wealth Management Malaysia

  • 13.00pm

    Lunch

  • 14.00pm

    Forum End

Apr 13

MALAYSIA WEALTH MANAGEMENT FORUM 2022

Hilton Kuala Lumpur,Malaysia

Speakers

Alvin Tan

UOB Kay Hian Wealth Advisors

Shan Saeed

IQI Global

Nor Fazlina Binti Mohd Ghouse

Maybank Trustees

Farah Deba Mohamed Sofian

Messrs Wong Lu Peen & Tunku Alina

Gurpreet Khera

Boost Credit

Bobby Bok

Refinitiv, an LSEG Business

Encik Khairi Shahrin

Malaysian Industrial Development Finance (MIDF)

Reuben Tan

OCBC Bank

Andrew Hendry

Janus Henderson Investors

Osama Khan

Standard Chartered Bank

Vernice Moh

Refinitiv, an LSEG Business

Ryan Page

Refinitiv, an LSEG Business

Wai Ken Wong

StashAway

Teh Chi-cheun

BOS Wealth Management Malaysia

Alvin Lee

Maybank

Daud Vicary Abdullah

DVA Consulting

Nirbhay Handa

Henley & Partners

Apr 13

MALAYSIA WEALTH MANAGEMENT FORUM 2022

Hilton Kuala Lumpur,Malaysia

Partners
Apr 13

MALAYSIA WEALTH MANAGEMENT FORUM 2022

Hilton Kuala Lumpur,Malaysia