We were delighted to host our 6th annual event in Kuala Lumpur for the Malaysian wealth management industry.
290 senior individuals attended – including CEOs, senior management, product gatekeepers and business unit heads from the leading Private Banks, Retail Banks, IFAs, Insurance Companies and local Asset Management Firms.
Many thanks again to those people who participated in and attended the event, and also to our partners.
Malaysian Wealth Management Forum 2016
Le Meridien, Malaysia
A community of leading organisations within Asian Wealth Management
Senior figures in Asian Wealth Management are speaking at this event
Ng Chze How
AIA
Chan Ai Mei
Affin Hwang Asset Management
Seamus Donoghue
Allocated Bullion Solutions
Alex Tan
AmFunds Management
Datin Maznah Mahbob
AmInvestment Bank
Anthony J. Harper
Axial Partners
Mohar Yusof
Blueprint Planning
Carolyn Leng
CIMB Private Banking
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Le Meridien, Malaysia
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8.40am
Registration
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9.00am
Welcome Address
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9.10am
Panel Discussion
Is wealth management in Malaysia progressing too slowly? Will the opportunity pass us by?
- Where are we at in the development of wealth management in Malaysia?
- In a tough year like 2016 - what can we do to kick-start the revenue engine and turn more of the savings into investments?
- How can local banks increase their penetration of wealth products? What can they learn from foreign banks?
- Is there real competition yet from IFAs, insurance companies and other wealth management providers?
- A lot of assets still flow to Singapore - why has private banking not developed quicker in Malaysia? What’s lacking?
- Does anyone have a clear digital strategy? Does digital represent a real opportunity within Malaysian wealth management?
- What measures would help the development of the market?
Chair
Speakers
Danny ChangExecutive Direcor, Head of Managed Investments and Investment Advisory, Wealth Management
Standard Chartered Bank
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9.55am
Presentation - Residence and citizenship planning for Asian families - an overview
- Why do families relocate?
- What should HNW families consider when carrying out residence and citizenship planning?
- Current developments in residence and citizenship programmes
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10.05am
Presentation - Asian business families: how to prevent falling prey to common succession planning problems?
- The family business as a system
- Why family businesses fail to do succession planning?
- Values, vision and shared purpose
- The importance of both family and business governance
- The benefits of timely preparation
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10.15am
Panel Discussion
When will we stop being obsessed with short-term revenue - and start focusing on generating long-term value?
- How can we become providers of solutions not products?
- What can we do to drive proper needs-based conversations with customers?
- Whose responsibility is it to do client education?
- Isn’t it time to promote and enforce higher competency standards in Malaysia?
- Will the second generation of advisers be better qualified and approach the business differently?
- What are the needs and objectives of your clients? How do you evaluate these, put together a proper plan and promote a portfolio approach?
- What fee model works best - and is realistic?
- Do we need to improve the ethics, experience, education and examination requirements for people to sell unit trusts in Malaysia? Do we need to reduce this number of people?
- If people can’t make decent money out of this business - why would anybody want to join it?
Chair
Speakers
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11.00am
Refreshment & Networking
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11.30am
Presentation - What IF an Uber Wealth was born?
- The promise of digital in context of wealth management
- Digital wealth – elements for innovation and transformation
- From wealth management to returns management
- From relationship management to assisted advisory
- The ultimate digital took-kit
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11.40am
Presentation - Today’s small-caps are tomorrow’s blue chips
Alistair J. MacdonaldVice President & Institutional Portfolio Manager for the Templeton Emerging Markets Group
Franklin Templeton
Isn’t EM small cap a niche, illiquid asset class? No, but it is an under-researched and under-owned asset class.
Small caps offer growth in a low growth world.
Isn’t investing in EM small caps too risky?
If not, what is the key to success? -
11.50am
Presentation - Challenges in advising business families
Shanker IyerIndependent Financial Advisor
Common challenges faced by business families
The demands placed on advisers to meet these -
12.00pm
Panel Discussion
Driving Malaysia’s Islamic wealth management industry forward
- What is the role of Malaysia today as Islamic wealth management gains more traction?
- How do you activate Islamic banks in selling more wealth management products?
- To what extent are Islamic products an important part of client portfolios? Why?
- Where can innovation come from to drive further growth?
- What is the role of Takaful / Trusts in Islamic wealth management?
- How should Islamic products best be marketed and distributed within a wealth management platform?
- Are any changes needed to move Malaysia to the forefront in attracting Islamic clients from around the world?
Chair
Speakers
Sharizad Juma'atChief Executive Officer, RHB Islamic International Asset Management, and Group Head of Islamic Business
RHB Islamic Asset Management
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12.40pm
Lunch & Networking
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1.30pm
Panel Discussion
What’s the role for insurance companies in Malaysian wealth management?
- Where are the biggest opportunities and challenges for insurance companies in the Malaysian wealth management space?
- Who are the players and what’s the value they bring?
- What are the options for clients in different segments?
- What’s the role of the regulator?
- What’s the opportunity for the further development in Takaful insurance?
- Balanced scorecards and deferred commission - what else is happening?
- What role will bancassurance play going forward?
Chair
Speakers
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2.15pm
Presentation - Physical gold: are you ready?
- Are you providing clients the right product?
- Why physical gold?
- Key drivers of gold demand
- Outlook for gold prices
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2.25pm
Presentation - SMAs: can HNW investors find them in Asia today?
- What is an SMA and how are they used in Australia, the US and Japan?
- How does an SMA fit into discretionary services?
- Who is offering SMAs in Asia and why?
- Fully disclosed versus pooled – key differences
- Rebalancing and automation – fintech requirements
- Where do SMAs using third party models fit on the wealth management shelf? Will they be disrupted by robo-advisers?
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2.35pm
Presentation - Revolution or evolution?
- The trouble with compliance…
- From low tech, to fintech
- Survival of the fittest
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2.45pm
Refreshment & Networking
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3.15pm
Panel Discussion
Product manufacturers and fund gatekeepers - a slow, slow dance, and a small shuffle towards advice
- How can asset management firms move the business forward - and make the most of the opportunity in Malaysia and across ASEAN?
- What can firms do to restart bank volumes for funds sales? Along with other products
- Where are the alternative investment options?
- Is there a growing interest in ETFs?
- How can we make the end-customer engagement with investment solutions more ‘sticky’ and focused on meeting their retirement needs?
- Do incentive structures need to change? How?
- Do fund managers need to change the way they engage, support and communicate with fund gatekeepers in Malaysia?
- Passporting - what would make it more effective? And does anybody care?
- Is there any role for digital platforms? Can these impact which products are offered and how they get sold?
Chair
Speakers
Anthony J. HarperHead of Business Development Managed Account Partners
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4.00pm
Panel Discussion
Everyone is worried - what should I do with my money?
- How can you make money in these turbulent times? And with negative interest rates?
- What’s the impact of monetary and fiscal policy on global financial markets today?
- The terms ‘confidence’ and ‘fear’ are so important. What should be the new benchmarks for investing?
- How can clients really build a high-quality, diversified portfolio?
- What are the biggest risks for 2H 2016?
Chair
Speakers
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4.45pm
Forum Ends
Malaysian Wealth Management Forum 2016
Le Meridien,Malaysia
Ng Chze How
AIA
Chan Ai Mei
Affin Hwang Asset Management
Seamus Donoghue
Allocated Bullion Solutions
Alex Tan
AmFunds Management
Datin Maznah Mahbob
AmInvestment Bank
Anthony J. Harper
Axial Partners
Mohar Yusof
Blueprint Planning
Carolyn Leng
CIMB Private Banking
Nazaruddin Othman
Federation of Investment Managers
Alistair J. Macdonald
Franklin Templeton
Dominic Volek
Henley & Partners
Hans Diederen
Heritage Asset Management
David MacDonald
Hubbis
Shan Saeed
IQI Global
Shanker Iyer
Independent Financial Advisor
Raj Ganesrajah
Intellect Design Arena
K R Raju
MCG Group
Alvin Lee
Maybank
Steven Seow
Mercer
Robert Foo
MyFP Services
Munirah Khairuddin
Principal Asset Management
Sharizad Juma'at
RHB Islamic Asset Management
Danny Chang
Standard Chartered Bank
Alvin Tan
StandardFA
Raymond Lew
Sun Life Financial
Kin Onn Kee
WIN Group
Ming Hui Yap
Whitman Independent Advisors
Philip Smith
Zurich Insurance
Mahdzir Othman
i-VCAP Management
Malaysian Wealth Management Forum 2016
Le Meridien,Malaysia