Malaysian Wealth Management Forum 2018

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 [email protected].

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
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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.