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.
MALAYSIA WEALTH MANAGEMENT FORUM 2023
Hilton Kuala Lumpur, Malaysia
A community of leading organisations within Asian Wealth Management
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
Krzysztof Maurer
Comarch
Grzegorz Prosowicz
Comarch Capital Markets
Lee Woon Shiu
DBS Private Bank
Rossen Djounov
GAM Investments
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INDEPENDENT WEALTH MANAGEMENT FORUM - Singapore 2024
Hilton Kuala Lumpur, Malaysia
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8.30am
Registration
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8.55am
Welcome Address
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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
Speakers
Lee Woon ShiuManaging Director & Group Head of Wealth Planning, Family Office & Insurance Solutions
DBS Private Bank
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9.30am
Presentation - Wealth as a Service: Looking beyond the “Crazy Rich Asians”
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.
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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
Speakers
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10.15am
Presentation - Citizenship and Residency – Opportunities and Trends for the year ahead
- Alternative residences or citizenships in times of Political Uncertainty
- Domicile diversification – a new asset class
- Real estate investment rankings for migration
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10.30am
Presentation - Maximizing Returns through Efficient Post-Trading Services: Strategies for Wealth Managers
- 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.
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10.45am
Presentation - Growth of digital wealth management
- Malaysia millennial investors
- New requirements from digital natives investors
- Future opportunity Wealth Management as a Service
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11.00am
Refreshment & Networking
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11.30am
Presentation - Customer-centricity in wealth management: lessons learned
- Banking today and tomorrow: what does make banks privileged?
- Personalization in practice.
- How to create value and drive customer loyalty?
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11.45am
Head - to - Head Q & A
- 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?
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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
Speakers
Chi-cheun TehFormer CEO & Managing Director, BOS Wealth Management Malaysia
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12.30pm
Presentation - China reopening and framing for 2023 opportunities in China and ASEAN
- 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.
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12.45pm
Presentation - Active investing on the rocky path of US-China relations
- 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
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1.00pm
Presentation - CitadelPay and the evolving digital wealth space
- 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
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1.15pm
Lunch & Networking
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2.00pm
Forum Ends
MALAYSIA WEALTH MANAGEMENT FORUM 2023
Hilton Kuala Lumpur,Malaysia
Chi-cheun Teh
Calvin Goon
Affin Bank
Foo Lee Lian
Alta
Syaiful Riezal Ahmad
Citadel Pay
Krzysztof Maurer
Comarch
Grzegorz Prosowicz
Comarch Capital Markets
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 LLP
Ng Shin Seong
Standard Chartered Bank
Wai Ken Wong
StashAway
Yash Shah
Synpulse
Alvin Tan
UOB Kay Hian Wealth Advisors
Victor Wongsonegoro
additiv
MALAYSIA WEALTH MANAGEMENT FORUM 2023
Hilton Kuala Lumpur,Malaysia
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MALAYSIA WEALTH MANAGEMENT FORUM 2023
Hilton Kuala Lumpur,Malaysia