We were delighted to host this event in 2018.

Over 300 CEOs, senior management, product/fund gatekeepers and business heads across advisory, compliance, technology and other key areas – working at local and international Private Banks, Retail Banks, IFAs, Insurance Companies, Single and Multi-Family Offices, and other Independent Wealth Management Firms joined us on the day.

 

Jul 5

Malaysian Wealth Management Forum 2018

Ritz Carlton, 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

Hasham Esmail Piperdy

Mercer

Kelvin Lim

IRESS

Gez Owen

Hubbis

Shan Saeed

IQI Global

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

Ritz Carlton, Kuala Lumpur, Malaysia

We were delighted to host our 5th annual Middle East Wealth Management Forum in Dubai....

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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 - A rapidly evolving wealth management offering in Malaysia

    • How do the different players – wealth management, insurance and banks compete or complement each other?
    • Asset management companies - growing well, broadening distribution and improving processes?
    • How important is digital today?
    • Offshore / onshore. Where is the long-term opportunity?
    • Who is making a commitment to building an onshore business and why?
    • Is there a hybrid model where international banks can work with onshore banks?
    • What changes are we seeing in client expectations and behaviour?
    • Where will the continued growth come from and what are your priorities?
    • Are more advisory firms adopting a fee-based concept instead of product based selling?
    • How is Malaysia continuing to develop as a centre of excellence for Islamic wealth and asset management?
    • How would the Common Reporting Standards (CRS) and Automatic Exchange of Information (AEOI) affect HNW Malaysian clients having offshore accounts?
    • Where can we find talent?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Pramod Veturi

    Managing Director & Head, Wealth Management

    Standard Chartered Bank

    Khoo Lin Wein

    Head of Private Wealth, Malaysia

    Maybank

    Edmund Lim

    Executive Director - Wealth Management

    Swiss-Asia Financial Services

    Kimmis Pun

    Senior Managing Director, Head Greater China

    EFG Bank

    Hasham Esmail Piperdy

    Chief Executive Officer, Malaysia

    Mercer

  • 9.55am

    Head - to - Head Q & A - Recent Trends and Developments in Investor Migration

    Dominic Volek

    Managing Partner, Member of the Executive Committee and Group Head of Sales

    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
  • 10.10am

    Presentation - “Amazon-style” Banking Experience

    Yvonne Mok

    Director of Sales, Asia Pacific

    Appway

    • What is the general impression of online banking?
    • What is “Amazon-style” Banking Experience?
    • Amazon tech style vs. Starbucks experience in banking
  • 10.20am

    Panel discussion - TECH / DIGITAL = Faster, cheaper and better wealth management

    • Is building digital distribution important?
    • Will all the bank branches disappear?
    • Build it yourself or PLUG & PLAY?
    • What digital trends are we seeing elsewhere?
    • Which technology solution provider do I choose?
    • What are the consequences of not doing enough or anything?
    • What is the client experience supposed to look like?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Ming Hui Yap

    Founder & Managing Director

    Whitman Independent Advisors

    Kelvin Lim

    Head of Business Development, Asia

    IRESS

    Namit Khanna

    Sales Director - SEA & India

    Finantix

    Dominic Gamble

    Head of Asia Pacific

    Wealth Dynamix

  • 11.00am

    Presentation - Current Wealth Management Trends

    Irene Lee

    Business Development Director, Intermediary and Partnership

    Hawksford

    • Overview - Asia in general; GDP and Growth
    • Updates on Singapore and Hong Kong as Wealth Management Centres
    • Brief Updates on CRS and AEOI 
    • Tax compliant estate planning tools
  • 11.10am

    Refreshment & Networking

  • 11.35am

    Presentation - Whats the growing relevance of Gold within wealth management in Asia?

    Martin Huxley

    Global Head of Precious Metals

    StoneX

    • Key findings that we discovered in the recent survey we did?
    • What are the risks to avoid?
    • Where is the opportunity for you?
  • 11.45am

    Presentation - How to use Structured Investment Solutions in a changing market

    David Meier

    Director, Sales - Structured Solutions

    Leonteq

    • A suitable solution for each market conditions
    • Benefit from market volatility
    • A great diversification tool
  • 11.55am

    Presentation - Emerging Trends in Portfolio Advisory

    Alvin Lee

    Managing Director, Head of ASEAN Account Management

    IHS Markit

    • Systematic approach to discussing market scenarios
    • Handling of structured products
    • Address questions on impact and sustainability of product ideas
  • 12.05pm

    Head - to - Head Q & A - Platforms helping put together a successful Wealth Management proposition

    Manoj Prajapati

    Head of Sales, South Asia

    Allfunds

    • How does the platform work?
    • How do asset managers find value by using a platform like yours?
    • Real headaches you see for client and how can platform solve some of the problems
    • Can you share your experience of how fund distribution has evolved elsewhere? For example in the Middle East
  • 12.25pm

    Presentation - Relationships & How to Build Them

    David MacDonald

    Head of Learning Solutions

    Hubbis

    • Augment your reality 
    • The human advantage
  • 12.40pm

    Presentation - Private Banking into the Future: What’s the latest trend of private banking in Asia?

    Kimmis Pun

    Senior Managing Director, Head Greater China

    EFG Bank

    • What are the some of the trends we are seeing today in Asian Private Banking?
    • How are the needs of wealthy clients in Asia changing?
    • What are the challenges that the industry faces today?
    • How will the investment offerings change in the next few years?
  • 13.00pm

    Presentation - Successful Wealth Preservation across Generations

    Richard Chow

    Group General Manager

    Pacific Trustees

    • Circumvent pressure and reduce uncertainty for business owners and families
    • Strengthen stakeholder confidence
    • Improve employee morale
    • Prevent significant business interruptions
  • 13.10pm

    Lunch

  • 13.50pm

    Room A – Workshop - Creating Operational Efficiency & Scalability across Distribution Network

    Manoj Prajapati

    Head of Sales, South Asia

    Allfunds

    • Role of Digitalization
    • Increasing importance of Aggregator and their acceptability in Europe
  • 13.50pm

    Room B – Workshop - The World’s Leading Residence - and Citizenship-by-Investment Programmes

    Chee Mee Ho

    Country Head, Malaysia

    Henley & Partners

    • Overview of Immigration programmes
    • The leading Citizenship-by-Investment Programmes in the Caribbean
    • European Citizenship-by-Investment in Malta and Cyprus
    • Attractive European Residence-by-Investment Programme
  • 14.30pm

    Room A – Workshop - The Opportunities of Advisor-Driven Online Wealth Management Business

    Ming Hui Yap

    Founder & Managing Director

    Whitman Independent Advisors

    • The threats of internet ventures to wealth management industry
    • Empowering wealth management using internet technology: More affordable, more convenient, more accessible
    • The client experience of advisor-driven online wealth management business
    • The benefits of advisor-driven online wealth management business to the wealth management companies
    • Robo advisor vs. advisor-driven online wealth management
  • 14.30pm

    Room B – Workshop - “Amazon-style” Banking Experience in Action

    Felix Kan

    Head of Services APAC

    Appway

    • How does the “Amazon-style” experience apply to banking?
    • What are the major items for consideration?
    • Seeing the “Amazon-style” experience in action

    • Hand-on experience

  • 14.50pm

    Room A – Workshop - Challenges arising from the UK Criminal Finances Act 2017

    Gez Owen

    General Counsel and Head of Content

    Hubbis

    • The new Corporate Offences of Tax Evasion
    • The Statutory Defence of ‘Reasonable Procedures’
    • Unexplained Wealth Orders
  • 15.10pm

    Refreshment & Networking

  • 15.30pm

    Panel discussion - Investment Opportunities and Challenges – 2H 2018

    • Are Malaysians becoming more international in our investment thinking?
    • How are regional wealth managers changing their investment platform and proposition?
    • What products do you have that you feel would are most valuable to clients in Malaysia today?
    • What are your best and worst predications for 2H 2018?
    • What potential strategies will enable investors get higher returns today while controlling risk?
    • Where do you now turn to drive long-term returns for a portfolio?
    • How do you best access China opportunities?
    • What’s the increasing role of Physical Gold?
    • How will you help clients shift mindset, investing style and portfolio holdings as the market transitions to a more volatile end-of-cycle phase?
    • Active vs Passive
    • Opportunities in structured products 2H 2018?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Shan Saeed

    Chief Economist

    IQI Global

    David Meier

    Director, Sales - Structured Solutions

    Leonteq

    Martin Huxley

    Global Head of Precious Metals

    StoneX

    Carmen Cheung

    Head of ETF & Index Team

    Samsung Asset Management

    Michael Chang

    Chief Investment Officer, Fixed Income

    RHB Asset Management

    Valentin Laiseca

    Head of ASEAN Index Sales

    MSCI

  • 16.30pm

    Forum End

Jul 5

Malaysian Wealth Management Forum 2018

Ritz Carlton, Kuala Lumpur,Malaysia

Speakers

Hasham Esmail Piperdy

Mercer

Kelvin Lim

IRESS

Gez Owen

Hubbis

Shan Saeed

IQI Global

David Meier

Leonteq

Richard Chow

Pacific Trustees

Manoj Prajapati

Allfunds

Edmund Lim

Swiss-Asia Financial Services

Chee Mee Ho

Henley & Partners

Dominic Gamble

Wealth Dynamix

Irene Lee

Hawksford

Felix Kan

Appway

Michael Chang

RHB Asset Management

Yvonne Mok

Appway

Khoo Lin Wein

Maybank

Kimmis Pun

EFG Bank

David MacDonald

Hubbis

Martin Huxley

StoneX

Namit Khanna

Finantix

Ming Hui Yap

Whitman Independent Advisors

Valentin Laiseca

MSCI

Dominic Volek

Henley & Partners

Carmen Cheung

Samsung Asset Management

Pramod Veturi

Standard Chartered Bank

Alvin Lee

IHS Markit

Jul 5

Malaysian Wealth Management Forum 2018

Ritz Carlton, Kuala Lumpur,Malaysia

Partners

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silver

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Jul 5

Malaysian Wealth Management Forum 2018

Ritz Carlton, Kuala Lumpur,Malaysia

Event Highlights

We were delighted to host our 8th 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 
Video Highlights PDF
I Love Wealth Management
Photos
Event summary
Panel discussions
Presentations & Workshops
Videos

 

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 on Malaysian market expansion in the UHNW segment: The Malaysian wealth management market is enjoying a period of rapid growth as the country’s economic expansion continues. The growing sophistication of the high net worth segment and the ultra-HNW market is encouraging the banks and other wealth providers to offer a far more diversified range of assets and services than ever before.
 

Video Highlights

At the Hubbis Digital Wealth Asia Forum in Hong Kong on November 9th, we interviewed leading industry experts. 
Full Video Highlights
Full Video Highlights - Summary
I love wealth management

Yap Ming Hui Whitman Independent Advisors
Shan Saeed IQI Global
Lin Wein Khoo Maybank
Dominic Volek Henley & Partners
Kimmis Pun VP Bank 
Hasham Esmail Piperdy Mercer
Dominic Gamble Wealth Dynamix
Alvin Lee MSCI 
Namit Khanna Finantix
Martin Huxley INTL FCStone
David MacDonald Hubbis
Irene Lee Hawksford
Michael Chang RHB Asset Management
Felix Kan Appway

 

Panel Discussions 

We held 3 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.
 

The Rapid Evolution of Malaysian Wealth Management
A panel of experts cogitated on the state of the Malaysian wealth management industry, as it grapples with rapid growth in numbers and asset of Malaysia’s high net worth clientele during the first panel discussion of the Malaysian Wealth Management Forum.

Panel speakers

Pramod Veturi  Managing Director & Head, Wealth Management Standard Chartered Bank
Lin Wein Khoo  Head of Private Wealth, Malaysia Maybank
Edmund Lim  Executive Director - Wealth Management Swiss-Asia Financial Services
Kimmis Pun  Managing Director, ‎Head of Private Banking VP Bank
Hasham Esmail Piperdy  Chief Executive Officer, Malaysia Mercer

 

Digital Technology: Facilitating Faster, Cheaper and Better Wealth Management?
A panel of experts in the digital technology and wealth management spheres assembled to decipher the latest digitisation trends and whether these will ultimately improve the ways in which wealth management practitioners reach their clients and improve the client experience and, most importantly, help portfolio performance.

Panel speakers

Ming Hui Yap  Independent Financial Advisor, Author & Managing Director Whitman Independent Advisors
Kelvin Lim  Head of Business Development, Asia IRESS
Namit Khanna Sales Director - SEA & India Finantix
Dominic Gamble  Head of Asia Pacific Wealth Dynamix

 

Investment Opportunities and Challenges for the Malaysian Wealth Market
Are Malaysian HNWIs becoming more international in their investment thinking? What products do the wealth management experts believe represent the best opportunities for their clients for the next six to 12 months? How can advisers encourage the right products for long-term portfolio growth? What is the demand for China, for gold, for structured products and other defined strategies?

Panel speakers

Shan Saeed  Chief Economist IQI GLOBAL
David Meier  Director, Sales - Structured Solutions Leonteq Securities
Martin Huxley  Head of Precious Metals, Asia INTL FCStone
Carmen Cheung  Head of ETF & Index Team Samsung Asset Management
Michael Chang  Chief Investment Officer, Fixed Income RHB Asset Management
Valentin Laiseca  Executive Director MSCI

 

 

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.

Investor Migration – Helping HNWIs with Offshore Citizenship and Residency Alternatives
Dominic Volek, Managing Partner and Head for Southeast Asia at global citizenship and residency consultancy Henley & Partners, spoke to Michael Stanhope in a head to head interview at the Malaysia Wealth Management forum. His message to the assembled wealth managers? That they should be aware of the many sensible Investor Migration options available to Asia’s HNWIs. 

The Growing Importance of Gold for the Wealth Management Industry in Asia
Martin Huxley, Head of Precious Metals for Asia at INTL FCStone, gave a talk at the Hubbis Malaysia Wealth Management Forum highlighting the growing role for physical gold for the Asian wealth management market, as evidenced by a survey the firm conducted with Hubbis earlier this year.

Wealth Management in Asia: Rapid growth amidst regulatory proliferation
Irene Lee, Business Development Director, Intermediary and Partnership at Hawksford in Asia, shared some of her deep insights into wealth management trends in Asia, as the market faces the challenges of tightening tax regulations and intensifying global and local oversight.

Use of Structured Investment Solutions in Increasingly Volatile Markets
David Meier, Director of Investment Solutions Sales at Swiss-based Leonteq Securities, gave an introductory presentation at the Malaysia Wealth Management Forum highlighting the appeals of structured products as an ideal diversification tool, especially during the increasingly uncertain market conditions.

Client Relationships: How to Build and Sustain Them in the Digital World
David MacDonald, Head of Learning Solutions at Hubbis gave a talk at the Malaysia Wealth Management Forum to highlight the key importance of tuning in to the client from their perspective. To do so, he believes that the human skills should endure, augmented but not replaced by digital tools.

The Future of Asian Private Banking and Wealth Management  – Views from VP Bank
Kimmis Pun, ‎Singapore-based Head of Private Banking at VP Bank has a remarkable perspective on the world of wealth management in Asia, given her history of working with some of the region’s leading banks. She recently gave her insights to the delegates at the Malaysian Wealth Management Forum.

Achieving Successful Wealth Preservation and Succession Across Generations
Richard Chow, General Manager of Pacific Trustees Singapore, made a presentation at the Hubbis Malaysian Wealth Management Forum that highlighted how wealth management advisers and trustees can facilitate the often difficult  succession of family businesses and wealth.

Learning from the Amazons and other Digital Leaders: How Banks can Benefit
Yvonne Mok, Director of Sales for Asia Pacific at Appway and her colleague Felix Kan, Appway’s Head of Services and Engagement Lead for APAC, presented both an introductory talk and a Workshop at the Malaysia Wealth Management Forum to explain the ‘Amazon-style’ online experience and how it can help inform wealth management firms in Asia of options for enhancing their digital experience, internally and externally.

iWealth Holistic Wealth Advisory: The Choice of the Millennials
Yap Ming Hui explained the concept, target market, uses and benefits of a new addition to Whitman’s holistic advisory service to delegates at the Hubbis Malaysian Wealth Management Forum in Kuala Lumpur. Yap is founder and managing director of Whitman Independent Advisors and his mission at the Forum was to introduce iWealth, an app launched very recently in June this year that provides Whitman’s target market of tech-savvy millennials from the high net worth and mass affluent sectors with affordable, sophisticated semi-automated wealth advice.

 

 

Jul 5

Malaysian Wealth Management Forum 2018

Ritz Carlton, Kuala Lumpur,Malaysia