We were delighted to host our 5th annual event in Bangkok for the local wealth management industry.
275 senior individuals attended – including CEOs, senior management, product gatekeepers and business unit heads from the leading Private Banks, Retail Banks, Investment Advisers, Brokers, Insurance Companies and local Asset Management Firms.
Many thanks again to those people who participated in and attended the event, and also to our partners.
Thailand Wealth Management Forum 2016
Conrad Hotel, Bangkok, Thailand
A community of leading organisations within Asian Wealth Management
Senior figures in Asian Wealth Management are speaking at this event
Evan Gallagher
ASK Capital Management
David Varley
AXA
Nont Buranasiri
Ally Global
Philip Lung
BNY Mellon Investment Management
Ned Phillips
Bambu
Win Phromphaet
CFA Institute
Adisorn Sermchaiwong
CIMB
Don Charnsupharindr
Citi
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Experience our latest event for yourself
PHILIPPINES WEALTH MANAGEMENT FORUM 2024
Conrad Hotel, Bangkok, Thailand
We were delighted to host our annual PHILIPPINES WEALTH MANAGEMENT FORUM on Wednesday 20t...
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8.40am
Registration
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9.00am
Welcome Address
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9.05am
Head - to - Head Q & A - A new look and feel for global wealth management
- What changes are we seeing in client expectations and behaviour?
- To what extent will fintechs really impact the wealth management industry?
- How will regulation re-shape private banking for good?
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9.15am
Panel Discussion
Wealth management in Thailand - onwards and upwards
- There is a growing amount of money available to penetrate in Thailand - how can we access it?
- Where are the opportunities emerging from proactive regulatory initiatives, such as efforts by the SEC to upgrade and internationalise the framework?
- What other measures would help the development of the market?
- How can we build a more holistic engagement as part of a more complete offering for clients, including advisory services?
- Where and how can we find more of the right people to deliver consistent and relevant advice to clients?
- Will the concept of private banking develop in Thailand? Especially to try and keep more money onshore and invested, rather than just held on deposit.
- What models and approaches have been successful elsewhere which can be applied in Thailand?
Chair
Speakers
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9.55am
Presentation - Volatility managed growth: equity-like returns but with less risk
- Since the great financial crisis, investors have been keen to flee the damaging effects of volatility. However, that hasn’t abated their need for growth
- For now, many investors have gravitated towards absolute-return strategies that advertise zero tolerance for negative return periods. But that comes at a price
- In contrast, a better approach might center on artfully managing long-term volatility (and tail risk) while positioning for growth-like returns
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10.05am
Presentation - Will CRS really be - son of FATCA?
- Panic now or later?
- Hong Kong - from EOI to AEOI
- Singapore and Indonesia
- BVI
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10.15am
Presentation - HNW insurance & wealth structuring is changing - here’s how you and your HNW clients can benefit
- One size doesn’t fit all in the HNW marketplace
- Find out which HNW products match up with the differing needs of HNW clients
- By meeting your HNW clients’ needs, you can secure more HNW clients, more revenue and more referrals
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10.25am
Panel Discussion
Going digital - enhancing the engagement with customers
- What does digital mean in Thai wealth management?
- What more can we do? What are the possibilities?
- What role is there for digital platforms? How will these impact how products get sold, and the types of products offered going forward?
- What’s the likely influence of robo-advisers and other fintechs?
- Do we have adequate tools to engage the customer - and help them become investors?
- How can we improve online mobile applications?
- Are there any consequences of falling behind in the digital race?
Chair
Speakers
Patrick DonaldsonGlobal Head of Wealth Solutions, Sales Strategy & Execution
Refinitiv, an LSEG Business
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11.05am
Refreshment & Networking
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11.30am
Presentation - The Indian growth story
- Drivers of Indian growth
- The reform agenda
- Currency outlook
- Equity opportunity
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11.40am
Presentation - Residence and citizenship planning for Asian families - an overview
- Why do families relocate?
- What should HNW families consider when carrying out residence and citizenship planning?
- Current developments in residence and citizenship programmes
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11.50am
Presentation - Small-caps shine bright
- Small-cap stocks have the potential to offer what is becoming ever-more rare in a slowing global economy – growth
- Uncovering interesting growth opportunities in a space that is highly under-researched and overlooked by many managers and investors
- How do you overcome risks associated with small-cap investing?
- How do we identify undervalued stocks in the Asian small-cap space that could rise to become tomorrow’s stars?
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12.00pm
Panel Discussion
Evolving distribution in Thailand
- Where and how do people most buy wealth management products in Thailand? How is the product distribution process changing - or likely to change in the next few years?
- Many banks talk about open architecture, but is this really happening?
- How can banks differentiate their offerings in terms of product and advisory capability - not just provide gimmicks or perks to attract new clients?
- How can they encourage clients to diversify their portfolios by shifting away from deposits and simpler products?
- Where are the product gaps? And how will the investment universe develop?
- As the ability to invest offshore becomes easier, what format will be used? What are the practical challenges?
- How can product manufacturers as well as the banks and other wealth management firms engage the younger generation more effectively?
Chair
Speakers
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12.45pm
Lunch & Networking
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1.35pm
Panel Discussion
Evolving distribution in Thailand
- Where are the biggest opportunities - and challenges - for insurance companies in the Thai wealth management space?
- What does open architecture really mean in Thailand?
- What's the opportunity for the further development of the unit-linked business?
- Insurance companies vs banks - collaboration or competition?
- Are insurance companies engaging customers as effectively as they could, especially the younger generation? And marketing to them in a way that resonates with them?
- What is the right digital strategy?
- How to enhance credibility and perception of agents in the eyes of consumers?
Chair
Speakers
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2.00pm
Presentation - Liquid alternatives in wealth management
- Wealth managers and investors alike are getting more sophisticated
- They require more sophisticated offerings – to ensure that their clients get the best there is in the market when it comes down to investment ideas
- Emotions also play a large role in investing today - something different to the norm, and different to your friends/peers
- Wealth managers can now use securitised investment solutions to structure interesting investment ideas and allocate to their client portfolios seamlessly
- These solutions were once only available to a select few, but today they are becoming plain vanilla
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2.10pm
Presentation - Challenges in advising business families
Shanker IyerIndependent Financial Advisor
- Common challenges faced by business families
- The demands placed on advisers to meet these
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2.20pm
Presentation - WHAT IF an Uber Wealth was born?
- Why everyone is talking about digital wealth management
- How companies are leveraging digital wealth
- The adoption path for digital wealth
- How to measure success of digital wealth initiatives
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2.30pm
Panel Discussion
What’s next for asset management?
- What does the future hold for bank-owned asset management companies in Thailand?
- How should they develop their product and service offering to stand out?
- How can local firms collaborate with offshore providers to expand the overall offering?
- What’s the role for foreign asset management companies in Thailand? How do they perceive the opportunities and how can they be successful here?
- Niche vs full service - what’s the right strategy?
- How can the regulators facilitate a more mature asset management industry for local and foreign players alike?
Chair
Speakers
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3.15pm
Refreshment & Networking
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3.45pm
Panel Discussion
What can we learn from the world of wealth management globally?
- How do international banks create true open architecture platforms?
- What are the issues and challenges, and how do they overcome these?
- How do the most successful foreign players build a holistic wealth management service?
- What does it take to create a differentiated and consistent product and advisory capability?
- What do international banks do to ensure their technology is cutting edge?
- How do foreign asset management firms create winning relationships with distributors in more mature markets?
Chair
Speakers
Shanker IyerIndependent Financial Advisor
Michael GagieManaging Partner, Singapore and Global Head
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4.30pm
Panel Discussion
What’s the best investment advice you can give clients today?
- How can clients really build a more diversified portfolio?
- Where are the opportunities for our clients?
- How can we educate clients to have a long term mind-set?
- How can we make the engagement with investment solutions more ‘sticky’?
- What are the best ways to get more people invested in mutual funds?
- Private funds vs mutual funds - creating more choice and outcomes for clients
- Risk management is key - but how can we get it right?
- How can we encourage customers to increase their risk tolerance?
Chair
Speakers
Charnwut RoongsangmanoonExecutive Vice President, Head of Global-Fixed Income & FX Department
MFC Asset Management
Ted LowLow Risk Capital
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5.15pm
Forum Ends
Thailand Wealth Management Forum 2016
Conrad Hotel, Bangkok,Thailand
Evan Gallagher
ASK Capital Management
David Varley
AXA
Nont Buranasiri
Ally Global
Philip Lung
BNY Mellon Investment Management
Ned Phillips
Bambu
Win Phromphaet
CFA Institute
Adisorn Sermchaiwong
CIMB
Don Charnsupharindr
Citi
Sumetha Lewchalermwong
Franklin Templenton Investments
Samdarshi Sumit
Generali
Scott Moore, IMCM
Henley & Partners
Shanker Iyer
Independent Financial Advisor
Nagaraj Prasadh
Intellect Design Arena
Vinay Kumar
Intellect Design Arena
Trawut Luangsomboon
Jitta
Ted Low
Low Risk Capital
Paul Gambles
MBMG Group
Charnwut Roongsangmanoon
MFC Asset Management
Michael Gagie
Maples
Kittikun Tanaratpattanakit
Morningstar
Win Udomrachtavanich
One Asset Management
Dr. Angelo M Venardos
Philadelphia Pte Ltd
John Robson
Quantifeed
Patrick Donaldson
Refinitiv, an LSEG Business
Sukit Jarutchaiwanna
Standard Chartered Bank
Steve Knabl
Swiss-Asia Financial Services
Michael Benz
Synpulse
Mandeep Nalwa
Taurus Wealth Advisors
Kris Chantanotoke
Thai Life Insurance
Thomas Friedberger
Tikehau Capital
Theeranat Rujimethapass
Tisco Asset Management
Ranjit Khanna
UBP
Vira-anong C. Phutrakul
UOB Bank
Praveen Jagwani
UTI International
Thailand Wealth Management Forum 2016
Conrad Hotel, Bangkok,Thailand
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Thailand Wealth Management Forum 2016
Conrad Hotel, Bangkok,Thailand