Event Agenda
8.30am
Registration
8.55am
9.00am
Panel Discussion
Private wealth management - a time of dramatic change
- What are the main opportunities that will continue to drive growth in wealth management in Malaysia?
- What are the challenges that will prevent growth in wealth management in Malaysia?
- Any regulatory hindrances and roadblocks?
- What trends are we seeing in global and regional wealth management?
- How can you get the right people and proposition in front of the right clients?
- Do you have a structured sales process? To what extent does this need to be improved / changed?
- What can you do to improve the value proposition in wealth management?
- What changes are we seeing in client expectations and behaviour?
- Transparency, Margins, Costs and Fees – what’s changing?
Sammeer Sharma
Managing Director, Head - Consumer, Private, and Business Banking, Malaysia
Standard Chartered Bank
Managing Director, Head - Consumer, Private, and Business Banking, Malaysia
Standard Chartered Bank
9.50am
Presentation
- How is private banking developing?
- How do you add value and differentiate yourself?
- What are the different business models you can consider?
10.00am
Head - to - Head Q & A
- Why is the Investment Migration industry booming?
- Why does Henley & Partners attend the Hubbis events?
- Where do our clients come from?
- Why do PBs/IAMs etc work with us?
- How can Henley & Partners help your HNWI clients?
- What are the pitfalls that HNWIs should be aware concerning investment migration?
10.10am
Presentation
- Today, clients and advisors are experimenting to find the right investment and protection products
- The life of client is unpredictable and hence, followed by a disappointing relationship – sometime for both parties
- For clients who understand all potential risks and unforeseen events can step into financial happiness
10.20am
Panel Discussion
Technology - the future of private wealth and asset management?
- Are banks going in the right direction in their digital journey?
- What digital expectations do clients have?
- Has the investment in ‘digital’ justified the cost? What has worked elsewhere?
- How can we improve efficiency?
- What does the word ‘platform’ mean to you?
- What’s the role of AI?
11.00am
Presentation
Scaling wealth management with digital automation
- Scaling to thousands of customers with rising wealth is exciting and challenging
- The threat of failing to do so is immense
- The answer is automation and a local market perspective
11.10am
Refreshment & Networking
11.35am
Presentation
- Forward-looking technologies to tackle business challenges (Client Onboarding, Name Screening, AML / Fraud)
- Building on a strong case management foundation to achieve cohesive business operations benefits
- Enabling and ensuring end-to-end leading client and user experience
11.45am
Presentation
- Should slower growth, weaker earnings and elevated stock and bond valuations be considered a challenge or an opportunity?
- The classic ‘balanced’ portfolio is no longer fit for purpose; diversification could be enhanced by including non-directional, alpha-generating and relative value strategies
- Opportunities within the credit universe, emerging market debt and commodity trade finance can offer new sources of return that are less correlated with traditional assets
11.55am
Presentation
- A suitable solution for each market conditions
- Benefit from market volatility
- A great diversification tool
12.05pm
Presentation
- Possibility to Increase RMs productivity by 20%
- Possibility to reduce operational cost by 20%
- Let your system take care of compliance - 3D Compliance
- Leveraging Digital - Enhanced Outreach and contextualized experience
- Actionable insights to direct the destiny of the business
12.15pm
Head - to - Head Q & A
The HNW Insurance Market has Changed – Here’s how you win
- What’s happening in the HNW Market?
- How HNW Brokers, Bankers, EAM can adapt to win in the new HNW Insurance Market
- What are the new Products and Trends in HNW Market
- Why should Bankers and Financial Advisers be interested in HNW Insurance
12.25pm
Presentation
- How IFCs have evolved and what the future now holds
- Beneficial ownership: what just happened?
- The impact and opportunity for Islamic Finance
12.35pm
Panel Discussion
What are the growing opportunities for Islamic wealth management in Malaysia?
- How is Islamic asset and wealth management developing?
- Opportunities and Challenges?
- How is Malaysia competing as the preeminent Sharia-compliant Finance Centre? In comparison to KSA, UAE or Bahrain?
- Malaysia has spearheaded a number of innovative developments in Islamic finance – including FinTech. How would you like to see the market develop from here?
- What are the specific wealth structuring requirements within Islamic Finance?
- What are the top concerns for wealthy family businesses when considering Sharia compliant investments abroad?
- What are the core criteria you believe are essential for an offshore financial centre to become a leading Islamic Wealth Management Hub?
1.10pm
Lunch & Networking
1.50pm
Workshop
- Introduction to the Investment Migration Industry
- Citizenship-by-Investment: Travel and Settlement Freedom for HNWIs
- The world’s leading Residence-by-Investment Programs
2.30pm
Workshop
Insights from recent deployments of digital wealth automation to FIs in Asia
- Leading financial institutions across Asia are racing to deploy digital wealth management capabilities
- Quantifeed has deployed digital wealth platforms enabling STP of unlisted fund portfolios leveraging our quantitative and financial software engineering expertise
- A sharing session to present the learnings and the technical solutions developed for digital wealth leaders across Asia
3.10pm
Refreshment & Networking
3.30pm
Panel Discussion
Investing in more uncertain and challenging markets
- Challenges and Opportunities for 2H 2019?
- How is distribution of funds changing? How is digital affecting this?
- Too many investment products and not enough investment solutions?
- Managing and understanding risk — how do you estimate risk, and how does it impact your investment process?
- How do you think Asian equity market performance will be in 2019?
- What Macro trends will create opportunities and challenges?
- Is Malaysia warming to index and ETF products?
- What’s the interest of private clients today in; ESG, Alternatives, Private equity, Infrastructure and Property
- Are there any thematic / more secular equity ideas that are poised to do well? Like the environment and climate change?
- What's the outlook for China in 2019? Good time to invest? What sectors are best?
- How do you think Asian equity market performance will be in 2019?
- What’s your view on global equity markets?
- What are some of the interesting opportunities in Structured Products today?
4.30pm
Forum Ends