Full Agenda

Welcome Address
Michael Stanhope
Founder & Chief Executive Officer
Panel discussion
A rapidly evolving wealth management offering in Thailand
  • How do the different players – wealth management, insurance and banks compete or complement each other?
  • Asset management companies - growing well and broadening distribution?
  • 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?
  • How is regional wealth management developing?
Vincent Magnenat
Chief Executive Officer of Asia Pacific
Lombard Odier
Michael Blake
CEO Private Banking Asia
Avishek Nandy
Bain & Company
Vira-anong C. Phutrakul
Managing Director, Consumer Business Manager
Pote Harinasuta
Director & Chief Executive Officer
One Asset Management
Jirawat Supornpaibul
Senior Executive Vice President, Private Banking Business Group Head
Benjamin Cavalli
Chief Executive Officer, Singapore, Head of Private Banking, Southeast Asia
Credit Suisse Private Banking
Do we need AI in wealth management?
Krzysztof Maurer
Managing Director
  • The expanding universe of modern AI
  • What value can AI bring to wealth management?
  • How to enhance customer experience in financial services using AI?


Recent Trends and Developments in Investor Migration
Oak Samart
Country Head of Thailand
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
Panel discussion
TECH / DIGITAL = Faster, cheaper and better wealth management
  • 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
Sornchai Suneta
First Vice President, Chief Investment Officer, Wealth Segment
Siam Commercial Bank
Steve Knabl
Chief Operating Officer & Managing Partner
Swiss-Asia Financial Services
Michael Gerber
Chief Executive Officer
Narit Kosalathip
Assistant Managing Director, Head of Sales – Private Wealth Management
Phatra Securities
Adrian Williamson
Director - Asia
ERI Banking
Martin Frick
Managing Director, Asia Pacific
Xavier Burkhardt
Executive Director
Leonteq Securities
Current Wealth Management Trends
Irene Lee
Business Development Director, Intermediary and Partnership
  • 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
Refreshment & Networking
How to build smarter portfolios?
Franck Fayard
Director, Head of Product Engineering, Asia
  • Using indices for asset allocation
  • The portfolio builder
How to use Structured Products in different markets
Xavier Burkhardt
Executive Director
Leonteq Securities
  • A suitable solution for each market conditions
  • Benefit from market volatility
  • A great diversification tool
A new look at Universal Life - Guaranteed returns and Liquidity in a volatile world
Jeroen Simons
Director, High Net Worth Business Development
Sun Life Financial
  • Insurance as an Asset to reduce risk to your portfolio
  • Take advantage of the Wealth Structuring benefits of HNW Insurance
  • Learn about how High and Low Life cover Universal Life solutions to give you guaranteed returns and liquidity
Head - to - Head Q & A
Platforms helping put together a successful Wealth Management proposition
Manoj Prajapati
Head of Sales, South Asia
  • 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
Head - to - Head Q & A
The increasing importance of wealth solutions and planning
Lee Wong
Head of Family Services, Asia
Lombard Odier
  • What challenges do Asian business families have and how is that changing?
  • How do they deal with family succession?
  • What are the effects of transparency on the conversation with clients?
  • How can RMs have a proactive, sensible and sensitive conversation around wealth solutions with clients?
A kid’s view and rationalization on CRYPTOCURRENCIES, ICOs and the blockchain … with a little help from his Superhero friends
Kelvin Lim
Head of Business Development, Asia
  • Should we buy bitcoins?
  • Explanation of blockchain, cryptocurrencies and ICOs
  • Kid’s Interpretation of Blockchain and Cryptocurrency valuation
  • Should we then still buy into bitcoins?
Panel discussion
Insurance companies – reengineering the proposition for wealthy clients
  • How is the unit-linked business in Thailand developing?
  • Becoming more diversified?
  • Becoming more open architecture?
  • What are your priorities as wealth grows?
  • What's the opportunity for HNW life insurance and how will the proposition develop?


Yingyong Chiaravutthi
Head of Investments
Prudential Life Assurance
Samdarshi Sumit
Chief Retail Officer, Retail Business
Darren Thomson
Chief Strategic Bancassurance Officer
Room B – Workshop
The World’s Leading Residence - and Citizenship-by-Investment Programs
  • Overview of Immigration programmes
  • The leading Citizenship-by-Investment Programs in the Caribbean
  • European Citizenship-by-Investment in Malta and Cyprus
  • Attractive European Residence-by-Investment Program
Oak Samart
Country Head of Thailand
Henley & Partners
Room A – Workshop
Creating Operational Efficiency & Scalability across Distribution Network
  • Role of Digitalization
  • Increasing importance of Aggregator and their acceptability in Europe
Manoj Prajapati
Head of Sales, South Asia
Room A – Workshop
A multi-asset approach seeking persistent income from around the globe

Around the world, institutions, financial advisers and individuals alike are all grappling with the same basic challenge: How will you generate income for today while growing capital ahead of inflation to preserve purchasing power for tomorrow? The JOHCM Global Income Builder Strategy provides an “endowment-style” solution to this challenge rooted in global value investing.

The strategy features:

  • Meaningful monthly income that is persistent and growing over time
  • A dynamic multi-asset approach that seeks capital appreciation to grow purchasing power
  • Focus on capital preservation that seeks to be resilient in market drawdowns

In contrast to most top-down approaches to multi-asset investing, Rob will discuss how his team employ a differentiated bottom-up approach to investing across asset classes. The team follows a 'value' philosophy that focuses first and foremost on the protection and preservation of capital by investing with a margin of safety.

Robert Hordon
Senior Fund Manager
J O Hambro Capital Management
Room B – Workshop
What is true UX in wealth management all about – employee and customer perspective
  • Top trends addressing CX in wealth management
  • Employee experience as important as customer experience
  • Key areas to improve EX in wealth management
  • AI as an ally to EX and CX
Grzegorz Prosowicz
Consulting Director
Anna Sacha
Business Solutions Consultant
Refreshment & Networking
Panel discussion
Building the investment capability and refining the wealth management proposition
  • How are we becoming more international in our investment thinking?
  • Is there a move towards advice? Discretionary?
  • How are you thinking about fund selection and portfolio construction?
  • Open architecture – myth or reality?
  • What are the issues with the local capital market and how do you fix them?
  • There is lots of liquidity in Thailand – where will it be invested? What investment themes make most sense today?
  • Most clients are obviously invested in local bond funds or Thai equity – many still seem frightened about investing abroad. How can we encourage them to broaden their investment horizons?
  • Regulation and compliance – what are the challenges?
  • The sales process and suitability – to what extent it the business maturing and becoming more structured and professional?
Paul Gambles
MBMG Group
Kittikun Tanaratpattanakit
Senior Research Analyst
Cholathee Pornrojnangkool
Senior Vice President, Micro Segment Management - Consumer Banking
Bangkok Bank
Anthony Serhan
Managing Director, Research Strategy, Asia-Pacific
Jean-Louis Nakamura
Chief Investment Officer, Asia Pacific - Chief Executive Officer, Hong Kong
Lombard Odier
Janet Li
Asia Wealth Business Leader
Triphon Phumiwasana
Managing Director
Panel discussion
Product Manufacturers
  • What products do you have that you feel would be most valuable to clients in Thailand?
  • What are your best and worst predications for this year?
  • Multi asset, Income generation and liquid alternatives – what will be the main themes for 2018? What strategies will enable investors get higher returns today?
  • Where do you now turn to drive long-term returns for a portfolio?
  • What alternative investments are there for HNW clients and why are they relevant?
  • 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?
  • How do you access China?
Terry Tsang
Director, Financial Institutions Marketing Sales Asia
Heena Mayani
Head of Client Relations, APAC
Global Precious Metals
Robert Hordon
Senior Fund Manager
J O Hambro Capital Management
Tony Wong
Head of Intermediary Sales
CSOP Asset Management
Rory Caines
iShares Capital Markets, Asia Pacific
Leon Mirochnik
Head of Business Development
Enhanced Investment Products
Joanne Siu
ETF Sales Director
Samsung Asset Management
Closing remarks
Malik S. Sarwar
K2 Leaders
Forum End