Few would disagree that Malaysia has the potential to evolve further into what will eventually be a mature and very thriving wealth management market, emulating in an onshore model many of the successes of neighbouring Singapore and also Hong Kong.

There is plenty of room for Malaysia’s market to grow robustly alongside those more well-established offshore financial centres, as long as participants in Malaysia can manage the tighter regulatory demands, boost the array of investment products and solutions, and if they continue to develop the Islamic finance wealth market. At the same time, the incumbent players will need to compete energetically and smartly against new entrants that have been becoming more prominent locally, as the regulators continue to gradually liberalise the financial markets. Digitalisation, increasingly savvy demand from customers and diversification in the revenue generation avenues available are the hallmarks of the wealth management model as key protagonists would like to see it develop in Malaysia.

Wealth managers are also striving to boost the fee-paying advisory and DPM models, to fight back against the tide of lower product fees, which are consistently being driven down by both competition and regulatory demands. And at the same time, key players are aiming to expand the remit of the wealth management industry away from solely focusing on investments and asset management and towards insurance, family office services, estate/legacy planning and even investment migration solutions. Are the regulators helping or hindering these developments? Are Malaysia’s private clients engaging with these concepts, the products and solutions and the increasingly digitised methods of delivery? And how is the industry coping with the implications of the pandemic?

The overall mission is to significantly boost the variety and diversity of products on offer and the professionalism of the advisors and the industry at large, but the big question is exactly how can this be achieved, and at what pace.

A panel of experts will debate these fascinating topics, and others, in the Hubbis Digital Dialogue of October 15.

Oct 15

Malaysian Wealth Management – The Evolution of the Market an...

3.00pm - 4.00pm HKT/SGT

Register
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Senior figures in Asian Wealth Management are speaking at this event

Paul Griffin

Crealogix

Idi Irwan

Bill Morrisons

Robert Foo

MyFP Services

Sammeer Sharma

Standard Chartered Bank

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  • 15.00pm

    Malaysian Wealth Management – The Evolution of the Market and the Challenges Ahead

    • What is the opportunity for wealth management industry and has Malaysia been living up to its potential?
    • Do Malaysia’s private clients have sufficient trust in the private banks and the advisory community?
    • Can Malaysia keep more of its very wealthy clients onshore, or will they keep focusing on the offshore market, especially Singapore?
    • Is there enough talent at home, or does the best talent move offshore in Asia?
    • Is there a drive towards genuinely open architecture, and is this initiative succeeding so far?
    • How can the regulators and the industry work together to expand the range of investment opportunities?
    • Are the key players in Malaysia converting clients to advisory and/or DPM?
    • What digital proposition is on offer to clients across the different segments of wealth, why and how is this developing?
    • Malaysia has a head start globally in Islamic finance, but is the country truly developing its Islamic wealth management market?
    • Are the private clients engaged sufficiently with life insurance solutions?
    • Is the concept of professional legacy and succession planning winning through?

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Idi Irwan

    Chief Executive Officer

    Bill Morrisons

    Paul Griffin

    Saled APAC

    Crealogix

    Robert Foo

    Managing Director, Founder

    MyFP Services

    Reuben Tan

    Head of Wealth Management

    OCBC Bank

    Sammeer Sharma

    Managing Director & Head - Wealth Management Malaysia

    Standard Chartered Bank

  • 16.00pm

    Webinar Ends

Oct 15

Malaysian Wealth Management – The Evolution of the Market an...

3.00pm - 4.00pm HKT/SGT

Register
Speakers

Paul Griffin

Crealogix

Idi Irwan

Bill Morrisons

Robert Foo

MyFP Services

Sammeer Sharma

Standard Chartered Bank

Reuben Tan

OCBC Bank

Oct 15

Malaysian Wealth Management – The Evolution of the Market an...

3.00pm - 4.00pm HKT/SGT

Register
Partners

platinum

Oct 15

Malaysian Wealth Management – The Evolution of the Market an...

3.00pm - 4.00pm HKT/SGT

Register