We were delighted to host our 9th annual event in Thailand for the Private Wealth Management Community.
Thanks to our Partners:
- Allfunds
- Amundi Asset Management
- Comarch Capital Markets
- GAM Investments
- Henley & Partners
These were some of the topics we discussed:
- Wealth Leaders – positioning for and embracing growth in the post-pandemic world
- Tools and Strategies to secure your clients legacy for the next Generation
- The evolution of demand in Thailand for private assets
- Digital Transformation
- Investment Themes and Strategies for the year ahead
Thailand Wealth Management Forum 2022
Conrad Hotel, Bangkok, Thailand

A community of leading organisations within Asian Wealth Management

Senior figures in Asian Wealth Management are speaking at this event

Manoj Prajapati
Allfunds

Marie-Pascale Bonhomme
Amundi

Melissa Treloar
Amundi Singapore

Grzegorz Prosowicz
Comarch

Parida Leelaniramol
Comarch

Philipp Piaz
Finaport

Terence Bong
GAM Investments

Nirbhay Handa
Henley & Partners
Why you should attend Hubbis events

Experience our latest event for yourself
HUBBIS DIGITAL ASSETS IN WEALTH MANAGEMENT FORUM - SINGAPORE 2023
Conrad Hotel, Bangkok, Thailand
Hubbis is delighted to announce we will be hosting the 2023 HUBBIS DIGITAL ASSETS IN WEALTH MANAGEMENT...
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8.30am
Registration
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8.55am
Welcome Address
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9.00am
Panel Discussion - in partnership with Allfunds
Trends in Thai and Regional Private Wealth Management
- How is private wealth management evolving in Thailand and Asia-Pacific?
- What are the trends we are seeing and how are firms differentiating their offering?
- What growth potential lies ahead in 2022 and beyond, and where are the key opportunities for the foreseeable future?
- What is happening to the private client base, and how are clients’ needs and expectations changing?
- How are leaders in this industry enhancing their value proposition, products and service offering?
Chair
Speakers
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9.30am
Presentation - Customer-centricity in wealth management: lessons learned
- Banking today and tomorrow: what does make banks privileged?
- Personalization in practice.
- How to create value and drive customer loyalty?
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9.45am
Head - to - Head Q & A
- How are wealth managers in Thailand enhancing their digital capabilities?
- What are some of the trends we are likely to see in the Post-covid world?
- How does Comarch help with the process of digital transformation?
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10.15am
Presentation - Citizenship and Residency – Opportunities and Trends for the year ahead
- Alternative residences or citizenships in times of Political Uncertainty
- Domicile diversification – a new asset class
- Real estate investment rankings for migration
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10.30am
Panel Discussion - in partnership with Henley & Partners
Tools and Strategies to secure your clients legacy for the next Generation
- Developments in Wealth Planning and Structuring, and Family Succession
- Challenges facing UHNW families
- NextGen expectations
- The increasing importance of sustainability, climate and ESG
- Transferring wealth successfully to the next generation
- How are founders, patriarchs, matriarchs and their families dealing with the estate and family business succession?
- Setting up of a Family Office
- The role of residency and citizenship options
Chair
Speakers
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11.00am
Refreshment & Networking
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11.30am
Presentation - Private Markets – accessing the best opportunities
- How can investors gain access to a portfolio of unique, privately-owned companies?
- Where will the opportunities be in 2022? Pre-IPO disruptors? high growth innovation companies?
- What’s the impact of tighter liquidity and rising inflation on Private Markets?
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11.45am
Panel Discussion - In partnership with GAM Investments
The evolution of demand in Thailand for private assets
- What’s the value of private assets within a diversified portfolio?
- What are the challenges faced by clients in accessing these opportunities?
- How do you value private assets? Especially given the substantial volatility in the public markets
- To what extent Is there a democratisation of access to private market opportunities?
- What are the differences in alignment of interests in private vs public markets? What are the benefits of investing alongside large anchor investors?
- What are the pros and cons of the various types of exits for private companies?
- We are witnessing rotation from high-growth disruptive investments into more ‘old economy’ plays. What impact will this have on private companies?
Chair
Speakers
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12.15pm
Presentation - Managing liquidity and risk to maximize return in the challenging environment
- What are the challenges faced by Asset Managers and Private Bankers in turbulent times?
- Why liquidity and risk management are important?
- How to manage liquidity and risk, while investors look for higher return?
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12.30pm
Panel Discussion - In partnership with Amundi Thailand
Diversifying investment strategies, building bespoke solutions to match client’s key challenges
Fund Hosting
- What is fund hosting?
- What are the different roles in fund hosting?
- What are the key benefits for using fund hosting?
- Can you take us through any examples or case studies?
Liquid Alternative Investment- What is Liquid Alternative Investment? and why this is the right time?
- What are the key benefits?
- Alternative UCITs framework for Private Bank and Retail Bank
Fund Distribution Service- What are the distribution channel challenges for Asset Managers?
- Why Fund distribution service is key to distribution value chain?
- Customised Services/ Benefits for distributors
Chair
Speakers
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1.00pm
Lunch & Networking
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2.00pm
Forum Ends
Thailand Wealth Management Forum 2022
Conrad Hotel, Bangkok,Thailand


Manoj Prajapati
Allfunds

Marie-Pascale Bonhomme
Amundi

Melissa Treloar
Amundi Singapore

Grzegorz Prosowicz
Comarch

Parida Leelaniramol
Comarch

Philipp Piaz
Finaport

Terence Bong
GAM Investments

Nirbhay Handa
Henley & Partners

Emile de Marsac
Henley & Partners

Thomas Wong
Henley & Partners

Dr. Jon Wongswan
Kiatnakin Phatra Securities

Kevin Moss
Liberty Street Advisors

Paul Gambles
MBMG Group

Thiyachai Chong
Phillip Asset Management

Jaydee Lin
Raffles Family Office

Tim Niranvichaiya
StashAway

Ittapat Akaraveepakin
Wealth Platforms Group
Thailand Wealth Management Forum 2022
Conrad Hotel, Bangkok,Thailand