Creating a new mind-set for wealth management in Malaysia

We were delighted to host our 7th annual event in KL for the wealth management community in Malaysia.

Please mark the date of our 2018 event in your diary now - Thursday 28th June.

Many thanks again to those people who participated in and attended the event, and also to our partners. The event was attended by over 260 CEOs, senior management, product gatekeepers and business unit heads from the leading local Retail Banks, Universal Banks, Private Banks, IFAs, Independent Advisers, Insurance Companies and local Asset Management Firms.

What did attendees learn?

•    Understanding how to capitalise on the opportunities to retain more wealth from domestic affluent and HNW clients
•    Identifying success stories and best practices – especially from overseas
•    Debating key issues with industry leaders
•    Exploring how we add value to our clients and manage expectations 

Jul 13

Malaysian Wealth Management Forum 2017

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

David Koay

BNP Paribas Wealth Management

Pramod Veturi

Standard Chartered Bank

Robert Foo

MyFP Services

Anthony J. Harper

Axial Partners

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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Middle East Wealth Management Forum 2020

Hilton Kuala Lumpur, Malaysia

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Event Agenda
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  • 8.40am

    Registration

  • 9.00am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.05am

    Panel discussion - Building capacity and capability in wealth management in Malaysia

    • What’s driving growth in the Malaysian wealth management market?
    • What do we need to do to move faster? 
    • What are the needs of your clients? How can you help them?
    • Onshore / offshore
    • How can we develop the advisory proposition and make money out of it?
    • Can we change the mind-set and educate bankers to actually think about putting the client’s needs first?
    • How do we approve the client experience? What does the industry need to do to prepare for inevitable changes?
    • What’s the training and competency framework that’s relevant and most effective?

    Chair

    Michael Stanhope
    Chief Executive Officer & Founder
    Hubbis

    Panel members

    Alvin Lee
    Head Group Wealth Management
    Maybank

    Pramod Veturi
    Managing Director & Country Head, Wealth Management, Malaysia
    Standard Chartered Bank

    David Koay
    Managing Director, Head of Wealth Management, Singapore & Malaysia Markets
    BNP Paribas Wealth Management

    Robert Foo
    Managing Director
    MyFP Services

    Speakers

  • 9.55am

    Presentation - Investing In a synchronised growth environment

    Hanifah Hashim

    Chief Executive Officer Franklin Templeton GSC Asset Management

    Franklin Templeton Investments

    • Global and Local market updates
    • How to capitalise on the current market environment through Shariah investing
  • 10.05am

    Presentation - Investor migration and the rise of the global citizen

    Dominic Volek

    Managing Partner, Member of the Executive Committee and Group Head of Private Clients

    Henley & Partners

    • Global trends and developments in investor migration
    • What’s driving investor migration for Asian HNWIs?
    • Key considerations for HNWIs in relation to residence and citizenship planning
  • 10.15am

    Presentation - Singapore & Hong Kong as Asian wealth management centres & overview of CRS and AEOI

    Irene Lee

    Head of Business Development, Singapore

    Equiom Group

    • Overview – Asia in general 
    • Singapore and Hong Kong as wealth management centres
    • Singapore & Hong Kong companies
    • Brief summary on CRS & AEOI
    • Other estate planning tools
  • 10.25am

    WealthTalk - How digital transformation and user experience can drive client behaviour

    Pramod Veturi

    Managing Director & Head, Wealth Management

    Standard Chartered Bank

  • 10.35am

    Refreshment & Networking

  • 11.05am

    Presentation - Enhancing customer experience right from onboarding a client

    Yvonne Mok

    Director of Sales, Asia Pacific

    Appway

    • How to ensure effective account opening in the private banking and wealth management space?
    • Any possibility to automate compliance/regulatory/KYC checks and risk calculation?
    • How to stay ahead of your peers?
  • 11.15am

    WealthTalk - Enabling digital wealth options in Asia

    Bhaskar Prabhakara

    Founder & Chief Executive Officer

    WeInvest

    • How to make digital wealth a reality within your institution?
    • Options for different segments: account aggregation, robo-advisory, hybrid advisory, thematic investing options, Sharia-compliance
    • Regulatory progress and constraints across the region
    • Organisational constraints to overcome
  • 11.25am

    WealthTalk - The importance of client investment suitability - what should we do?

    Steven Seow

    Head of Wealth Management, Asia

    Mercer

    • How should we determine the risk profile of a client?
    • How should investment products be risk rated?
    • What are some of the leading market practices?
  • 11.35am

    WealthTalk - Impact investing from an Asian family office perspective

    Tuck Meng Yee

    Partner

    JRT Partners

    • Why do impact investing?
    • What do we look for?
  • 11.45am

    WealthTalk - Key considerations when selecting a wealth adviser - how to separate the good, bad and ugly

    David Sussman

    Managing Director

    EFG Wealth Solutions

    • A holistic approach to wealth management is fashionable to tout, but is it just a vacuous tagline?
    • Is your relationship defined by product or advice? 
    • Unless your advisor has a conflict, do they have any interest?
    • When ‘yes’ means ‘no’, and ‘no’ probably means ‘yes’
  • 11.55am

    WealthTalk - Emergence of Asian multi-family offices: a new option for those looking for service beyond brand

    Philippe Legrand

    Chief Executive Officer and Founder

    LCA Solutions

    • The changing landscape of Asian wealth management: senior bankers offering their services in a regulated environment but outside the traditional banking platform 
    • For the family looking at succession planning and family governance issues
    • Why the concept has emerged and how will it evolve in the foreseeable future 
  • 12.05pm

    Panel discussion - Wealthy business families – how do we meet their needs?

    • How does CRS and information exchange create challenges or opportunities for wealth managers?
    • Is this driving clients to get advice for the first time?
    • What is the current level of knowledge and activity around preserving and protecting wealth?
    • How do clients currently think about succession planning? What solutions do they use?
    • How can we drive more effective and specific conversations about insurance and other products or structures for inter-generational wealth transfer?
    • Who are the right professionals and advisers for families to engage? And how should they choose between them?

    Chair

    Michael Stanhope
    Chief Executive Officer & Founder
    Hubbis

    Panel members

    David Sussman
    Managing Director
    EFG Wealth Solutions

    Mahesh Kumar
    Partner
    Withers 

    Philippe Legrand
    Chief Executive Officer
    London and Capital Asia

    Noor Quek
    Chief Executive Officer & Founder
    NQ International 

    Irene Lee 
    Head of Business Development
    Equiom Group

    Speakers

  • 12.55pm

    Lunch

  • 13.45pm

    WealthTalk - Why ESG investments matter for the next generation

    Linda-Eling Lee

    Managing Director, Global Head of ESG Research

    MSCI

    • Drivers in growth of investor demand in ESG
    • Innovation in ESG analysis: tools, solutions and opportunities 
  • 13.55pm

    Panel discussion - Insurance – finding relevant solutions for Malaysian clients

    • What are the priorities for insurance companies to develop their offerings to capture more of the wealth in Malaysia?
    • The insurance industry is very profitable, but most of the money goes offshore. How can we keep it onshore?
    • How do we drive the right types of needs-based conversations with our clients?
    • How do we diversify the types of insurance products and solutions we sell to our clients?
    • Where is new business going to come from over the next 5 to 10 years?
    • What are the right tools and ways to engage clients today – and also the next generation?

    Chair

    Michael Stanhope
    Chief Executive Officer & Founder
    Hubbis

    Panel members

    Ken Yi Lam
    Senior Product Manager, Bancassurance
    Standard Chartered Bank

    KL Wong
    Chief Distribution Officer
    StandardFA

    Speakers

  • 14.25pm

    WealthTalk - Security in the age of uncertainty - IFCs

    Elise Donovan

    Director

    BVI House Asia

    • Anti-globalisation and protectionism
    • Role of international finance centres in Asian wealth planning
    • Merits of IFCs to the global economy
  • 14.35pm

    WealthTalk - Fee-for-service wealth management In Malaysia - a dream or a reality?

    Ming Hui Yap

    Founder & Managing Director

    Whitman Independent Advisors

    • Everyone has been talking about fee-based advisory year after year but nothing significant has happened. Why not?
    • How can it work in practice? How should advisory processes and models be developed?
    • Why is it important for the growth of the wealth management advisory industry? Threat or opportunity?
  • 14.45pm

    WealthTalk - The question is... do you want to be known for being smart, or for being wise?

    David MacDonald

    Head of Learning Solutions

    Hubbis

    • The skills you need for a new age of wealth management
  • 15.00pm

    Refreshment & Networking

  • 15.30pm

    Panel discussion - The chicken and the egg: the asset management dilemma

    • What can be done to facilitate mutual fund distribution in a meaningful way?
    • Is it likely that we can deepen fund penetration?
    • How do we further expand the product range? Is there a role for ETFs?
    • When will we see a genuine move towards advice?
    • How can we drive portfolio-led conversations and rebalancing?
    • How do we penetrate millennials? What model would work? 
    • How can regulations help speed to market, to be able to attract more HNW interest in portfolio diversification?

    Chair

    Michael Stanhope
    Chief Executive Officer & Founder
    Hubbis

    Panel members

    Munirah Khairuddin
    Chief Executive Officer
    CIMB-Principal Asset Management

    Yap Ming Hui
    Independent Financial Advisor, Author & Managing Director
    Whitman Independent Advisors

    Ai Mei Chan
    Chief Marketing Officer
    Affin Hwang Asset Management

    Alvin Tan
    Chief Executive Officer
    StandardFA

    Steven Seow
    Head of Wealth Management, Asia
    Mercer

    Anthony J. Harper
    Chief Executive Officer and Co-Founder
    Managed Account Partners

    Speakers

  • 16.15pm

    Panel discussion - How will you navigate the investment markets in 2017?

    • Will the markets retract in the second half of the year? 
    • How will the macro environment, interest rates, inflation and fund flows impact performance?
    • What will be the impact of US markets?
    • How will geo-political risks impact the landscape?
    • What can you do to protect the portfolios from, and take advantage of, the large-scale structural shifts in the horizon?

    Chair

    Michael Stanhope
    Chief Executive Officer & Founder
    Hubbis

    Panel members

    Mohd Fauzi bin Tahir
    Chief Investment Officer, Equities
    RHB Asset Management 

    Ted Low
    Partner
    GAO Capital

    Clement Lee
    Director, Business Development, Head of Sales - Singapore & South-east Asia
    Legg Mason

    Shan Saeed
    Chief Economist
    IQI GLOBAL

    Michael Chang
    Chief Investment Officer, Fixed Income
    RHB Asset Management

    Jeremy Ng
    Chief Executive Officer, Singapore and Head of Sales, Asia
    Leonteq Securities

    Speakers

  • 17.00pm

    Forum End

Jul 13

Malaysian Wealth Management Forum 2017

Hilton Kuala Lumpur,Malaysia

Speakers

David Koay

BNP Paribas Wealth Management

Pramod Veturi

Standard Chartered Bank

Robert Foo

MyFP Services

Anthony J. Harper

Axial Partners

Alvin Lee

Maybank

Chee Mee Ho

Henley & Partners

Ken Yi Lam

Standard Chartered Bank

Philippe Legrand

LCA Solutions

Irene Lee

Equiom Group

Michael Chang

RHB Asset Management

David Sussman

EFG Wealth Solutions

Tuck Meng Yee

JRT Partners

Elise Donovan

BVI House Asia

Steven Seow

Mercer

David MacDonald

Hubbis

Jeremy Ng

Leonteq Securities

Ted Low

GAO Capital

Bhaskar Prabhakara

WeInvest

Noor Quek

NQ International

Sammeer Sharma

Standard Chartered Bank

Yvonne Mok

Appway

Alvin Tan

StandardFA

Clement Lee

Legg Mason Global Asset Management

Rohit Bhuta

Crossinvest

Shan Saeed

IQI Global

Ai Mei Chan

Affin Hwang Asset Management

Keng Leong Wong

StandardFA

Nor Hanifah binti Hashim

Franklin Templeton Investments

Linda-Eling Lee

MSCI

Dominic Volek

Henley & Partners

Mohd Fauzi bin Mohd Tahir

RHB Asset Management

Ming Hui Yap

Whitman Independent Advisors

Munirah Khairuddin

Principal Asset Management

Mahesh Kumar

Withers KhattarWong

David Jong

Franklin Templeton Investments

Hanifah Hashim

Franklin Templeton Investments

Jul 13

Malaysian Wealth Management Forum 2017

Hilton Kuala Lumpur,Malaysia

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Jul 13

Malaysian Wealth Management Forum 2017

Hilton Kuala Lumpur,Malaysia

Event Highlights

We were delighted to host our 7th annual event in Kuala Lumpur for the Malaysian wealth management industry.  Over 260 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.

Below for your interest and reference are links to various content we captured from the day. Please click on the orange headlines – and do send any comments or feedback to events@hubbis.com.

 

Content Highlights 

Video Highlights 
Photos
Event summary & poll results
Panel discussions
Presentations & Wealth TALKS

 

Post-event Report

You might also like to view the full Post-Event Report – which is a consolidated summary, including photos of speakers & delegates, the attendee profiles & some delegate feedback, polling results, and more.

 

Event Summary 

Building capacity and capability in Malaysia
Perhaps most pressing in the country is the continued need to overhaul the business model across the wealth management industry, while creating the right type of (longer term) revenue – which will help to increase the penetration of products and retain more assets onshore.

 

Panel Discussions 

We held 5 interactive panel discussions throughout the day – which involved 23 senior industry practitioners who we invited to participate and share their thoughts. We have also incorporated into the summaries below the briefing notes which speakers sent to us in advance of the event. Plus, we have included the results of audience polling as well as questions we received from delegates. Click on each headline to view the web versions of these – from which you can also access the PDFs.
 

Evolving wealth management in Malaysia
More advisory conversations are taking place in the domestic industry, although higher competency levels will help drive these, especially in areas such as wealth solutions, which present a big opportunity going forward, say senior practitioners at the 7th annual Hubbis event in KL in July.

Panel speakers
Alvin Lee,
Head Group Wealth Management, Maybank
Pramod Veturi, Managing Director & Country Head, Wealth Management, Malaysia, Standard Chartered Bank
David Koay, Managing Director, Head of Wealth Management, Singapore & Malaysia Markets, BNP Paribas Wealth Management
Robert Foo, Managing Director, MyFP Services

 

Chicken-and-egg: Malaysia's asset management dilemma
Boosting fund penetration in a meaningful way in the country relies on several factors: wealth managers delivering real advice, compensation and incentive structures better aligned with clients’ needs, a greater take-up of digital platforms for distribution, and investor education.

Panel speakers
Munirah Khairuddin, Chief Executive Officer, CIMB-Principal Asset Management
Ai Mei Chan, Chief Marketing Officer, Affin Hwang Asset Management
Yap Ming Hui, Independent Financial Advisor, Author & Managing Director, Whitman Independent Advisors
Alvin Tan, Chief Executive Officer, StandardFA
Steven Seow, Head of Wealth Management, Asia, Mercer
Anthony J. Harper, Chief Executive Officer and Co-Founder, Managed Account Partners

 

Meeting the needs of wealthy business families
Smooth and effective succession planning, especially relating to businesses, is becoming increasingly important in Malaysia to protect clients and their assets in the inter-generational shift that is gathering steam.

Panel speakers
David Sussman,
Managing Director, EFG Wealth Solutions
Mahesh Kumar, Partner, Withers 
Philippe Legrand, Chief Executive Officer, London and Capital Asia
Noor Quek, Chief Executive Officer & Founder, NQ International 
Irene Lee, Head of Business Development, Equiom Group

 

Insurance - finding relevant solutions for Malaysian clients
More product innovation, distribution channels and needs-based conversations with customers are all key components of insurance companies being able to capture more of the wealth in the country.

Panel speakers
Ken Yi Lam,
Senior Product Manager, Bancassurance, Standard Chartered Bank
KL Wong, Chief Distribution Officer, StandardFA

 

How to navigate the investment markets in 2H 2017
Despite an uncertain market environment heading into the second half of the year, some investment specialists believe any pullback should be a buying opportunity – especially given continued economic growth, positive earnings and liquidity.

Panel speakers
Mohd Fauzi bin Tahir,
Chief Investment Officer, Equities, RHB Asset Management 
Ted Low, Partner, GAO Capital
Clement Lee, Director, Business Development, Head of Sales - Singapore & South-east Asia, Legg Mason
Shan Saeed, Chief Economist, IQI GLOBAL
Michael Chang, Chief Investment Officer, Fixed Income, RHB Asset Management
Jeremy Ng, Chief Executive Officer, Singapore and Head of Sales, Asia, Leonteq Securities
 

 

Presentations 

Below are summaries of the Presentations and Wealth TALKS delivered at the event. These were 10-minute slots hosted either by senior industry practitioners who we invited to speak (Wealth TALKS), or by some of our event partners (Presentations). Also listed with each summary are links to the presentation slides (where these are made available by speakers). Click on each headline to view the web versions of these – from which you can also access the 1-page PDFs.
 

WEALTH TALK SUMMARY - Enabling digital wealth options
Bhaskar Prabhakara of WeInvest says that an aversion to innovation have the potential to stifle wealth generation.
View slides

WEALTH TALK SUMMARY - Key considerations when selecting a wealth adviser
David Sussman of EFG Wealth Solutions reveals how to separate the ‘good, bad and ugly’ when choosing a wealth manager.

WEALTH TALK SUMMARY - Finding security in the age of uncertainty
Elise Donovan of BVI House Asia discusses the role of international finance centres (IFCs) in Asian wealth planning, along with their merits to the global economy.
View slides

WEALTH TALK SUMMARY - Why ESG investments matter
Linda-Eling Lee of MSCI says new appetite among investors is prompting a wave of interest in investing based on environmental, social and governance (ESG) factors.

WEALTH TALK SUMMARY - Emergence of Asian multi-family offices
Philippe Legrand of London and Capital Asia looks at this new advisory option for those wealthy clients looking for service beyond brand.
View slides

WEALTH TALK SUMMARY - Using digital to drive the user experience
Pramod Veturi of Standard Chartered Bank says that being able to solve the digital ‘disconnect’ will ensure better understanding and service for clients.
View slides

WEALTH TALK SUMMARY - The importance of client investment suitability
Steven Seow of Mercer explains how finding the right clients and matching them with the right investments at the right time is a science, not an art.
View slides

WEALTH TALK SUMMARY - Impact investing from an Asian family office perspective
Tuck Meng Yee of JRT Partners believes that impact investing is more than just a judgement call.
View slides 

WEALTH TALK SUMMARY - Fee-for-service in Malaysia: dream or reality?
Yap Ming Hui of Whitman Independent Advisors looks at how fee-based advisory can be made to work in the country, finally.
View slides

PRESENTATION SUMMARY - Investor migration and the rise of the global citizen
Dominic Volek of Henley & Partners explains how to assist clients with residency and citizenship.
View slides

PRESENTATION SUMMARY - Investing in a synchronised growth environment
Hanifah Hashim at Franklin Templeton sees bullish times ahead as emerging markets are primed to prosper.
View slides 

PRESENTATION SUMMARY - Transparency, reporting rules create opportunities in adversity
Irene Lee of Equiom Group believes there are opportunities for the industry to garner within the current uncertainty around regulation and tax transparency around the world.
View slides

PRESENTATION SUMMARY - Enhancing customer experience - starting with client onboarding
Yvonne Mok of Appway explains how digitally-led client onboarding can help banks to stand out from the crowd.
View slides
 

 

Jul 13

Malaysian Wealth Management Forum 2017

Hilton Kuala Lumpur,Malaysia