Agenda at a glance
8.40am
Registration
9.00am
Welcome Address
9.05am
Panel Discussion
Building capacity and capability in wealth management in Malaysia
9.55am
Presentation
Investing In a synchronised growth environment
10.05am
Presentation
Investor migration and the rise of the global citizen
10.15am
Presentation
Singapore & Hong Kong as Asian wealth management centres & overview of CRS and AEOI
10.25am
WealthTalk
How digital transformation and user experience can drive client behaviour
10.35am
Refreshment & Networking
11.05am
Presentation
Enhancing customer experience right from onboarding a client
11.15am
WealthTalk
Enabling digital wealth options in Asia
11.25am
WealthTalk
The importance of client investment suitability - what should we do?
11.35am
WealthTalk
Impact investing from an Asian family office perspective
11.45am
WealthTalk
Key considerations when selecting a wealth adviser - how to separate the good, bad and ugly
11.55am
WealthTalk
Emergence of Asian multi-family offices: a new option for those looking for service beyond brand
12.05pm
Panel Discussion
Wealthy business families – how do we meet their needs?
12.55pm
Lunch & Networking
1.45pm
WealthTalk
Why ESG investments matter for the next generation
1.55pm
Panel Discussion
Insurance – finding relevant solutions for Malaysian clients
2.25pm
WealthTalk
Security in the age of uncertainty - IFCs
2.35pm
WealthTalk
Fee-for-service wealth management In Malaysia - a dream or a reality?
2.45pm
WealthTalk
The question is... do you want to be known for being smart, or for being wise?
3.00pm
Refreshment & Networking
3.30pm
Panel Discussion
The chicken and the egg: the asset management dilemma
4.15pm
Panel Discussion
How will you navigate the investment markets in 2017?
5.00pm
Forum Ends
Workshops
11.05am
Workshop
Residence and citizenship planning for HNWIs
11.55am
Workshop
Why now - Shariah investing