It’s always a pleasure to be in Kuala Lumpur to host our annual Malaysia Wealth Management Forum.

We very much enjoyed the day – and are very grateful to all our sponsors and speakers for their support and participation.

Malaysia is poised for continuing economic expansion and further growth and diversification of private wealth across the board, from the expanding mass affluent market to the surprisingly large HNW and UHNW private client segments.

Apr 12

MALAYSIA WEALTH MANAGEMENT FORUM 2023

Hilton Kuala Lumpur, Malaysia

Featured Partners
All Partners

A community of leading organisations within Asian Wealth Management

Featured speakers
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Senior figures in Asian Wealth Management are speaking at this event

Chi-cheun Teh

Calvin Goon

Affin Bank

Foo Lee Lian

Alta

Syaiful Riezal Ahmad

Citadel Pay

Grzegorz Prosowicz

Comarch

Krzysztof Maurer

Comarch

Lee Woon Shiu

DBS Private Bank

Rossen Djounov

GAM Investments

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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PHILIPPINES WEALTH MANAGEMENT FORUM 2024

Hilton Kuala Lumpur, Malaysia

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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

    What are the issues Effecting HNW and UHNW Clients in Malaysia

    • What are the current Trends and Concerns for International Families?
    • How can you protect assets and wealth for the next generation?
    • What will be the effect of CRS?
    • What is the effect of beneficial ownership transparency?
    • Which centres are likely to be most attractive in the future?
    • What are the trends around citizenship and migration?
    • How are wealth managers evolving their offering beyond traditional wealth management to offer a wider range of financial solutions. Maybe to include insurance, and wealth planning services?
    • When is it appropriate to use a Reserved Powers Trust? When is appropriate to use a private trust company?
    • How do you assess a trustee? Which is the right one? Bank owned, private, private equity owned, publicly listed?

    Chair

    CheeMee Ho

    Director, Head of Malaysia

    Henley & Partners

    Speakers

    Nor Fazlina Binti Mohd Ghouse

    Chief Executive Officer

    Maybank Trustees

    Zac Lucas

    Partner – International Private Wealth

    Spencer West

    Lee Woon Shiu

    Managing Director & Group Head of Wealth Planning, Family Office & Insurance Solutions

    DBS Private Bank

    Tan Woon Hum

    Partner, Head of Trust, Asset & Wealth Management Practice

    Shook Lin & Bok

    Reuben van Dijk

    Director

    Melbourne Capital Group

  • 9.30am

    Presentation - Wealth as a Service: Looking beyond the “Crazy Rich Asians”

    Yash Shah

    Partner

    Synpulse

    Global wealth managers are heavily investing with a laser focus on capturing the growing HNWI population in Asia’s emerging markets. The local universal banks are revamping their client segments to provide tailored advisory services to the wealthy. But are the resources being allocated towards the correct target client base? Are we missing the accelerated growth of a particular wealth segment which will overshadow the HNWI wealth base in the near future? Let’s look beyond Asia’s crazy rich and understand how WMs are gearing up with innovative wealth operating models to capture, service and retain this underserved population.

  • 9.45am

    Panel Discussion

    Evolving the Platform and Proposition

    • How have you been evolving your platform, processes, and products?
    • What are the changing expectations of clients?
    • How does this help you in the curation and delivery of advice?
    • Have you made any real progress in your digital journey?
    • How does digital improve your traditional value proposition?
    • What are the products and services you could offer? How can your proposition evolve?
    • What is you view on separate platforms that offer wealth management - external to a bank?
    • What do you think about digital assets?

    Chair

    Yash Shah

    Partner

    Synpulse

    Speakers

    Calvin Goon

    Head of Wealth Management

    Affin Bank

    Wai Ken Wong

    Country Manager, Malaysia

    StashAway

    Alvin Tan

    Chief Executive Officer

    UOB Kay Hian Wealth Advisors

    Andrew Hendry

    CEO Singapore and Head of Distribution, Asia

    Janus Henderson Investors

  • 10.15am

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

    Rory McDaid

    Director Private Clients

    Henley & Partners

    • Alternative residences or citizenships in times of Political Uncertainty
    • Domicile diversification – a new asset class
    • Real estate investment rankings for migration
  • 10.30am

    Presentation - Maximizing Returns through Efficient Post-Trading Services: Strategies for Wealth Managers

    Lukas Conrad

    Regional Head Securities Services APAC

    SIX

    • Optimize Returns; Improve portfolio performance through automated tax reclaim services.
    • Secure Market Access; Accessing global markets through a reliable intermediary.
    • Access to a variety of Investment Funds; Diversification is key.
  • 10.45am

    Presentation - Growth of digital wealth management

    Victor Wongsonegoro

    Head of Sales Asia Pacific

    additiv

    • Malaysia millennial investors
    • New requirements from digital natives investors
    • Future opportunity Wealth Management as a Service
  • 11.00am

    Refreshment & Networking

  • 11.30am

    Presentation - Customer-centricity in wealth management: lessons learned

    Grzegorz Prosowicz

    Head of Consulting and Product Management

    Comarch

    • Banking today and tomorrow: what does make banks privileged?
    • Personalization in practice.
    • How to create value and drive customer loyalty?
  • 11.45am

    Head - to - Head Q & A

    Krzysztof Maurer

    Managing Director - Thailand

    Comarch

    • How are wealth managers enhancing their digital capabilities?
    • What are some of the trends we are likely to see in the Post-covid world?
    • How does Comarch help with the process of digital transformation?
    • What is the strategy of Comarch for freeing up the RMs?
    • How does Comarch approach customization of the wealth management platform to fit the needs of each client?
  • 12.00pm

    Panel Discussion

    Curating winning client portfolios following a challenging year

    • What are the opportunities and challenges for the year ahead?
    • What is the outlook for the local economy?
    • How are you managing risk in 2023? Is it time to take on more risk?
    • What's your favourite asset class now?
    • How are you generating income for clients?
    • What's your view on alternative investments? Digital assets? Private Markets?
    • How do you choose the right investment partners?
    • How can you consistently deliver performance and differentiate your offering?

    Chair

    Rossen Djounov

    Global Head of Distribution and Client Solutions

    GAM Investments

    Speakers

    Ng Shin Seong

    Head, Investments Strategy & Advisory

    Standard Chartered Bank

    Shan Saeed

    Global Chief Economist

    IQI Global

    Wendy Chen

    Senior Investment Analyst

    GAM Investments

    Chi-cheun Teh

    Former CEO & Managing Director, BOS Wealth Management Malaysia

    Foo Lee Lian

    Managing Director, Fund Management

    Alta

  • 12.30pm

    Presentation - China reopening and framing for 2023 opportunities in China and ASEAN

    Laura Lui

    Partner, Co-Chief Investment Officer

    Premia Partners

    • Where are we in China’s reopening trajectory, from business fundamentals to evolution of investor flows and allocations?
    • Tactical and strategic bets – why are policy supported sector leaders well placed to outperform?
    • Investment case and tailwinds supporting emerging ASEAN as the natural beneficiaries of China recovery and source of uncorrelated returns.
  • 12.45pm

    Presentation - Active investing on the rocky path of US-China relations

    Wendy Chen

    Senior Investment Analyst

    GAM Investments

    • The most crucial bilateral relation: expanding arena vs. ongoing crisis-management
    • Investment in the US: bipartisan consensus on reinforcing US competitiveness
    • Investment in China: from domestic replacement to resuming global role
  • 1.00pm

    Presentation - CitadelPay and the evolving digital wealth space

    Syaiful Riezal Ahmad

    Director & CEO

    Citadel Pay

    • Evolution of traditional wealth management solution to digital platforms
    • Increased digital familiarity of clients
    • Citadel Pay as a unique platform to provide and promote wealth management solutions
  • 1.15pm

    Lunch & Networking

  • 2.00pm

    Forum Ends

Apr 12

MALAYSIA WEALTH MANAGEMENT FORUM 2023

Hilton Kuala Lumpur,Malaysia

Speakers

Chi-cheun Teh

Calvin Goon

Affin Bank

Foo Lee Lian

Alta

Syaiful Riezal Ahmad

Citadel Pay

Grzegorz Prosowicz

Comarch

Krzysztof Maurer

Comarch

Lee Woon Shiu

DBS Private Bank

Rossen Djounov

GAM Investments

Wendy Chen

GAM Investments

CheeMee Ho

Henley & Partners

Rory McDaid

Henley & Partners

Shan Saeed

IQI Global

Andrew Hendry

Janus Henderson Investors

Nor Fazlina Binti Mohd Ghouse

Maybank Trustees

Reuben van Dijk

Melbourne Capital Group

Laura Lui

Premia Partners

Lukas Conrad

SIX

Tan Woon Hum

Shook Lin & Bok

Zac Lucas

Spencer West

Ng Shin Seong

Standard Chartered Bank

Wai Ken Wong

StashAway

Yash Shah

Synpulse

Alvin Tan

UOB Kay Hian Wealth Advisors

Victor Wongsonegoro

additiv

Apr 12

MALAYSIA WEALTH MANAGEMENT FORUM 2023

Hilton Kuala Lumpur,Malaysia

Partners

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Apr 12

MALAYSIA WEALTH MANAGEMENT FORUM 2023

Hilton Kuala Lumpur,Malaysia