Helping Asian Wealth Management Communities interact

Re-calibrating the wealth management market in Thailand 

We were delighted to host our 6th annual event for the wealth management community in Thailand.

Who attended?

This event was attended by over 275 CEOs, senior management, product gatekeepers and business unit heads from the leading Universal Banks, Private Banks, Local Retail Banks, Investment Advisers, Brokers, Insurance Companies and local Asset Management Firms.

What was covered?

We focused on the following themes – 

  • Understanding how to capitalise on the opening of the market and greater opportunities to access domestic affluent and HNW clients
  • Success stories and best practices – especially from overseas
  • Debating key issues with industry leaders
  • Exploring how we add value to our clients and manage expectations 
  • Building capacity and capability in Thai wealth management
  • Wealthy business families in Thailand – how do we meet their needs?
  • Insurance – finding relevant solutions for Thai clients
  • The chicken and the egg: the asset management dilemma?
  • How will you navigate the investment markets in 2017

 

May 18

Thailand Wealth Management Forum 2017

Renaissance Bangkok, Thailand

Featured sponsors
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A community of leading organisations within Asian Wealth Management

Featured speakers
All event speakers

Senior figures in Asian Wealth Management are speaking at this event

Anna Sacha

Comarch

Benjarong Techamuanvivit

Kasikorn Asset Management

Cholathee Pornrojnangkool

Bangkok Bank

Dominic Volek

Henley & Partners

Why you should attend Hubbis events

Connect

Connectivity across Private Banking, Independent Wealth Management, Retail Banking, Asset Management, Insurance, Technology, Professional Services and other communities.

Learn

Find out how the industry can develop further & lessons it can learn from elsewhere. Improve skills and knowledge through a practical, enjoyable and interactive learning experience.

Enjoy

Hubbis events are not only consistent, relevant, engaging and unique but also highly positive, and fun experiences.

Latest event highlights
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Experience our latest event for yourself

Digital Wealth Asia Forum 2019

Renaissance Bangkok,Thailand

We were delighted to host our annual event in Hong Kong for the Digital Community in Wealth Management.

More than 300 CEOs, senior management, product gatekeepers and RM’s at Private Banks, Retail Banks, IFAs. Independent Asset Management Firms (IAM), Ex...

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Get involved in Hubbis events

Sponsor an event Hubbis offers multiple sponsorship packages within the Asian Wealth Management community.

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Event Agenda
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Morning

  • 8.40am

    Registration

  • 9.00am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.05am

    Panel discussion - Building capacity and capability in Thai wealth management

    • What’s driving growth in the Thai wealth management market?
    • What do we need to do to move faster?
    • What are the needs of your clients? How can you help them?
    • Onshore / offshore
    • Do it yourself or partner with someone else?
    • How can we develop the advisory proposition and make money out of it?
    • Can we change the mind-set and educate bankers to actually think about putting the client’s needs first?
    • What’s the training and competency framework that’s relevant and most effective?
    • The role of digital – does it really matter?

    Chair

    Michael Stanhope
    Chief Executive Officer & Founder
    Hubbis

    Panel members

    Triphon Phumiwasana
    First Senior Vice President, Head of Private Banking Business
    Kasikornbank

    Vincent Duhamel
    Head of Asia Pacific and Japan
    Lombard Odier

    Don Charnsupharindr
    Retail Banking Head, Thailand
    Citi

    Narit Kosalathip 
    Assistant Managing Director, Private Wealth Management
    Phatra Securities

    Patrick Busse
    Director, Head of EAM South East Asia & International
    Credit Suisse

    Cholathee Pornrojnangkool
    Senior Vice President, Priority Clients Segment & Retail Banking
    Standard Chartered Bank

    Nagaraj Prasadh
    Country Head, Thailand
    Intellect Design Arena

    Wen Yen Choo
    Sales, South-east Asia 
    Citi Private Client Solutions

    Panel Members

  • 9.55am

    Keynote Presentation - Evolution of private banking and wealth management resulting from digitisation

    Grzegorz Prosowicz

    Consulting Director

    Comarch

    Anna Sacha

    Business Solutions Consultant

    Comarch

  • 10.15am

    WealthTalk - Building a future-proof wealth management offering

    Evrard Bordier

    CEO and Managing Partner

    Bordier & Cie

  • 10.45am

    Presentation - Growth through partnership – the unique Credit Suisse wealth management set-up in Thailand

    Sascha Zehnter

    Managing Director, Head of External Asset Managers, South-east Asia Private Banking Division, and Head External Asset Managers, Asia Pacific Platform

    Credit Suisse Private Banking

    • Opportunities for the External Asset Managers business
    • Developments in Asia
  • 10.55am

    Refreshment & Networking

  • 11.25am

    Presentation - How to deliver a sustainable digital offering

    Peter Scott

    Ex General Manager Asia Pacific & Member of Executive Board - Avaloq

    • In a maturing market like Thailand, with rising incomes, there is growing demand for more sophisticated investment products and services 
    • How can banks embrace digital delivery to reduce operating costs in a sustainable way?
  • 11.35am

    Presentation - Enhancing customer experience right from onboarding a client

    Yvonne Mok

    Director of Sales, Asia Pacific

    Appway

    • How to ensure effective account opening in the private banking and wealth management space?
    • Any possibility to automate compliance/regulatory/KYC checks and risk calculation?
    • How to stay ahead of your peers?
  • 11.45am

    Presentation - What IF an Uber Wealth was born?

    Nagaraj Prasadh

    Country Head

    Intellect Design Arena

    • 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: learning, customer delight, performance tracking, speed and ease for acquisition
  • 11.55am

    Presentation - Buying vs building fintech solutions

    Frank Maltais

    Director, Sales & Business Development, Global Exchange, Software Solutions, Asia Pacific

    State Street

    • The state of the industry
    • Pros and cons between the two approaches
    • A decision tree to help make the right choice

Afternoon

  • 12.05pm

    Presentation - Investor migration and the rise of the global citizen

    Dominic Volek

    Managing Partner, Head Southeast Asia

    Henley & Partners

    • 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
  • 12.15pm

    Presentation - Tax incentives for Singapore-based fund managers

    Shanker Iyer

    Executive Chairman, Asia

    IQEQ

    • Resident fund scheme
    • Enhanced tier fund scheme
    • Offshore fund scheme
  • 12.25pm

    Panel discussion - Wealthy business families in Thailand – how do we meet their needs?

    • How does CRS and information exchange create challenges or opportunities for you?
    • Inheritance tax – and other types of tax – are these driving clients to get advice for the first time?
    • What is the current level of knowledge and activity around preserving and protecting wealth?
    • How do clients currently think about succession planning? What solutions do they use?
    • How can we drive more effective and specific conversations about insurance and other products or structures for inter-generational wealth transfer?
    • Who are the right professionals and advisers for families to engage? And how should they choose between them?

    Chair

    Michael Stanhope
    Chief Executive Officer & Founder
    Hubbis

    Panel members

    Triphon Phumiwasana
    First Senior Vice President, Head of Private Banking Business
    Kasikornbank

    Simon Lints
    Chief Executive Officer - Singapore
    Cazenove Capital

    Evrard Bordier
    Managing Partner
    Bordier & Cie

    Philipp Piaz
    Partner
    Finaport

    Shanker Iyer
    Chairman
    The Iyer Practice

    Steven Seow
    Head of Wealth Management, Asia
    Mercer

    Panel Members

  • 13.05pm

    Lunch

  • 13.50pm

    Panel discussion - Insurance – finding relevant solutions for Thai clients

    • What are the priorities for insurance companies to develop their offerings to capture more of the growth in wealth?
    • How do we drive the right types of needs-based conversations with our clients?
    • What’s the role of insurance in proper wealth planning?
    • How do we diversify the types of insurance products and solutions we sell to our clients?
    • What’s most suitable to clients – such as variable products, unit-linked policies and term?
    • Where is new business going to come from over the next 5 to 10 years?
    • What are the right tools and ways to engage clients today – and also the next generation?

    Chair

    Michael Stanhope
    Chief Executive Officer & Founder
    Hubbis

    Panel members

    Michael Parker
    Vice President & General Manager, Thailand, and President & Chief Executive Officer, Manulife Insurance, Thailand
    Manulife

    Samdarshi Sumit
    Chief Retail Officer, Retail Business
    Generali Life Assurance

    Wen Yen Choo
    Sales, South-east Asia 
    Citi Private Client Solutions

    Philipp Piaz
    Partner
    Finaport

    Panel Members

  • 14.25pm

    Head - to - Head Q & A - Building a world-class wealth management business in Thailand

    Vira-anong C. Phutrakul

    Managing Director, Consumer Business Manager

    Citi

  • 14.35pm

    Presentation - The technology wake-up call for the buy-side: top 3 priorities for optimal performance

    Erdem Ozgul

    Managing Director

    Numerix

    • Increasing market complexity and other challenges are putting pressure on the buy-side to streamline their operations, enhance efficiency and improve functionality – from the front to the back office
    • As a result, the technology needs of today stretch across software, hardware and infrastructure
  • 14.45pm

    Presentation - Singapore & Hong Kong as Asian wealth management centres & overview of CRS and AEOI

    Irene Lee

    Head of Business Development, Singapore

    Equiom Group

    • Overview – Asia in general 
    • Singapore and Hong Kong as wealth management centres
    • Singapore & Hong Kong companies
    • Brief summary on CRS & AEOI
    • Other estate planning tools
  • 14.55pm

    Presentation - Lifting the lid on beneficial ownership

    Eve Tay

    Director, Client Solutions

    Asiaciti Trust

    • As part of a global push on transparency led by the G20 countries, International Financial Centers worldwide are beginning to establish a central register to hold beneficial ownership
    • How are the various jurisdictions coping with the pressure and the recent changes in their law to push for revealing of beneficial owners details?
    • How will these changes affect individuals who are looking to set up an asset-holding company?
    • What other important factors does one need to consider when setting up a company? Succession planning and asset protection as key themes that are being considered
  • 15.05pm

    WealthTalk - Taking Asia’s independent community to the next level

    Steve Knabl

    Chief Operating Officer & Managing Partner

    Swiss-Asia Financial Services

  • 15.15pm

    Refreshment & Networking

  • 15.40pm

    Panel discussion - The chicken and the egg: the asset management dilemma?

    • To what extent will platforms like FundConnext facilitate mutual fund distribution in a meaningful way?
    • Given that we have mis-managed investor expectations in the past – is it likely that we can deepen fund penetration?
    • Instead of fishing in the same pond – how can we create new demand and interest for funds?
    • How might schemes such as a Mandatory Provident Fund help the situation?
    • Do we need to expand the product range? Especially given the simple demands of clients.
    • How do we move from ‘pushing’ product to taking a long-term solutions-type approach?

    Chair

    Michael Stanhope
    Chief Executive Officer & Founder
    Hubbis

    Panel members

    Benjarong Techamuanvivit
    First Senior Vice President, Strategic Planning Division
    Kasikorn Asset Management

    Pote Harinasuta
    Chief Executive Officer
    One Asset Management

    Kittikun Tanaratpattanakit
    Senior Research Analyst
    Morningstar

    Paul Gambles
    Managing Partner
    MBMG Group

    Steve Knabl
    Chief Operating Officer & Managing Partner, Swiss Asia
    President, Association of Independent Asset Managers (Singapore)

    Leon Mirochnik
    Head of Business Development
    Enhanced Investment Products

    Panel Members

  • 16.20pm

    WealthTalk - My job is to make money for my clients – all I need are some magic bullets

    Paul Gambles

    Director

    MBMG Group

  • 16.30pm

    Head - to - Head Q & A - Finding the right technology partner

    Shyh Jih Lee

    Business Solutions Manager, Asia

    ERI Banking

  • 16.40pm

    Presentation - India - a bright spot in the global economy

    Sameer Dev

    Managing Director

    ASK Capital Management

    • The Indian opportunity is and will continue to be an exciting opportunity that cannot be ignored
    • It’s presence on the global stage will continue to grow and make ongoing impact thanks to the macro story and regulatory advances thanks to the Modi Government
    • The market statistics show it is a market that continues to perform above and beyond expectations more so when compared with other emerging markets and developed markets
  • 16.50pm

    Panel discussion - How will you navigate the investment markets in 2017?

    • Where do you see the biggest investment opportunities and challenges?
    • How do clients think today?
    • And how do you manage their expectations?
    • How will geo-political risks impact the landscape?
    • To what extent do Thai clients really want to diversify their portfolios?

    Chair

    Michael Stanhope
    Chief Executive Officer & Founder
    Hubbis

    Panel members

    Ved Vyas
    Senior Portfolio Manager
    Secure Wealth Management

    Jeremy Ng
    Chief Executive Officer, Singapore, and Head of Sales, Asia
    Leonteq Securities

    Sameer Dev
    Managing Director
    ASK Capital Management

    Pipat Luengnaruemitchai
    Assistant Managing Director, Co-Head of PWM Research, Private Wealth Management
    Phatra Wealth Management

    Panel Members

  • 17.20pm

    Forum End

May 18

Thailand Wealth Management Forum 2017

Renaissance Bangkok,Thailand

Speakers

Anna Sacha

Comarch

Benjarong Techamuanvivit

Kasikorn Asset Management

Cholathee Pornrojnangkool

Bangkok Bank

Dominic Volek

Henley & Partners

Don Charnsupharindr

Citi

Erdem Ozgul

Numerix

Eve Tay

Asiaciti Trust

Evrard Bordier

Bordier & Cie

Franck Fayard

Commerzbank

Frank Maltais

State Street

Grzegorz Prosowicz

Comarch

Irene Lee

Equiom Group

Jeremy Ng

Leonteq Securities

Kittikun Tanaratpattanakit

Kasikorn Asset Management

Leon Mirochnik

Enhanced Investment Products

Lincoln Chow

Commerzbank

Michael Parker

Manulife

Nagaraj Prasadh

Intellect Design Arena

Narit Kosalathip

Phatra Securities

Oak Samart

Henley & Partners

Patrick Busse

Credit Suisse Private Banking

Paul Gambles

MBMG Group

Peter Scott

Philipp Piaz

Finaport

Pipat Luengnaruemitchai

Phatra Wealth Management

Pote Harinasuta

One Asset Management

Samdarshi Sumit

Generali

Sameer Dev

ASK Capital Management

Sascha Zehnter

Credit Suisse Private Banking

Scott Moore, IMCM

Henley & Partners

Shanker Iyer

IQEQ

Shyh Jih Lee

ERI Banking

Simon Lints

Schroders Wealth Management

Steve Knabl

Swiss-Asia Financial Services

Steven Seow

Singapore Consultancy

Triphon Phumiwasana

Kasikornbank

Ved Vyas

Secure Wealth Management

Vincent Duhamel

Lombard Odier

Vira-anong C. Phutrakul

Citi

Wen Yen Choo

Citi

Yvonne Mok

Appway

May 18

Thailand Wealth Management Forum 2017

Renaissance Bangkok,Thailand

Sponsors

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May 18

Thailand Wealth Management Forum 2017

Renaissance Bangkok,Thailand