Event Agenda
- 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?
- 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
- What is the general impression of online banking?
- What is “Amazon-style” Banking Experience?
- Amazon tech style vs. Starbucks experience in banking
- 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?
- 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
- Key findings that we discovered in the recent survey we did?
- What are the risks to avoid?
- Where is the opportunity for you?
- A suitable solution for each market conditions
- Benefit from market volatility
- A great diversification tool
- Systematic approach to discussing market scenarios
- Handling of structured products
- Address questions on impact and sustainability of product ideas
- 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
- Augment your reality
- The human advantage
- 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?
- Circumvent pressure and reduce uncertainty for business owners and families
- Strengthen stakeholder confidence
- Improve employee morale
- Prevent significant business interruptions
- Role of Digitalization
- Increasing importance of Aggregator and their acceptability in Europe
- 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
- 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
- How does the “Amazon-style” experience apply to banking?
- What are the major items for consideration?
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Seeing the “Amazon-style” experience in action
-
Hand-on experience
- The new Corporate Offences of Tax Evasion
- The Statutory Defence of ‘Reasonable Procedures’
- Unexplained Wealth Orders
- 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?