We are delighted to report that Hubbis will be hosting our annual event in Bangkok on Wednesday May 24 for the Private Wealth Management Community.

The event will feature the half-day-plus format we introduced with great success in 2022 to deliver the most efficient and engaging agenda, discussions and networking, beginning at 09.00 and ending at 14.00 after lunch (for those that would like to stay). 

Very simply, the event will focus on the evolution of wealth management in Thailand’s maturing, diversifying and increasingly digital wealth market.

Key elements of the event:

  • 6 specialist presentations
  • 3 panel discussions
  • A unique get-together enabling delegates to meet with 200+ leading wealth management practitioners from local, regional and international Private Banks, Commercial and Investment Banks, Independent Wealth Management Firms, Family Offices, IFAs, Fund Houses, Insurance Companies, Digital Solutions Providers & FinTechs, Lawyers, Consultants and others…
  • An unprecedented opportunity to hear from more than 20 local and international speakers who are well-known experts in Thailand’s wealth management, investment and wealth advisory & solutions community
  • Networking coffee and refreshment breaks
  • Lunch for those who wish to stay
  • And…the event will qualify for 3.5 hours of CPD
     

We will host panel discussions and presentations on these topics and more:

  • Wealth Leaders and the evolution of wealth management in Thailand
  • Evolving Client Expectations & Needs and how Competitors should react and adapt
  • Structuring Wealth and Optimising Legacy & Succession Planning
  • The regulators and the market’s drive for greater product diversification
  • The Globalisation of Thai wealth and the evolving needs of Wealthy clients and families
  • The trends around Domicile Diversification and alternative residence
  • Embracing FinTech and Digital Solutions for Tomorrow’s World
  • Wealth Management Reimagined – the Advisory-led Proposition
  • Investment Products & Solutions – How does the wealth industry deliver as client expectations and needs evolve?
  • The Rising Demand for Digital Assets – how can the wealth industry react?
  • Into the Future – the competitive environment in Thailand’s wealth market
     

And to give you even more understanding of what you can expect from the 2023 event, you can view the Agenda and Speakers from our very popular Thailand Wealth Management 2022 event. CLICK HERE

May 24

THAILAND WEALTH MANAGEMENT FORUM 2023

Conrad Hotel, Bangkok, Thailand

REGISTER
Featured Partners
All Partners

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

Tan Woon Hum

Shook Lin & Bok

Triphon Phumiwasana

Kasikornbank

Dr. Jon Wongswan

Kiatnakin Phatra Securities

Yash Shah

Synpulse

Rossen Djounov

GAM Investments

Nirbhay Handa

Henley & Partners

Surakiat Kahaboonsirihansa

Bangkok Bank

Mario Timpanaro

AQUIS Capital

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.

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Experience our latest event for yourself

PHILIPPINES WEALTH MANAGEMENT FORUM 2023

Conrad Hotel, Bangkok, Thailand

We were delighted to host our annual PHILIPPINES WEALTH MANAGEMENT FORUM on Wednesday 22nd Mar...

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Event Agenda
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  • 8.30am

    Registration

  • 8.55am

    Welcome Address

  • 9.00am

    Panel Discussion

    Wealth Managers - Survive and Prosper in the new world

    • How is the asset & wealth management industry evolving in the local market?
    • What are the trends and developments we are seeing in Asian private wealth management?
    • What growth potential lies ahead, and where are the key opportunities for the foreseeable future?
    • Fees are being pushed down by investors and regulators – how will wealth managers survive?
    • What has to change in the industry if it is to survive and prosper?

    Chair

    Manoj Prajapati

    Head of Sales, South Asia

    Allfunds

    Speakers

    Triphon Phumiwasana

    Managing Director, Private Banking Business Head

    Kasikornbank

    Win Udomrachtavanich

    Executive Chairman

    DAOL Thailand Financial Group

    Pote Harinasuta

    Director & Chief Executive Officer

    One Asset Management

  • 9.30am

    Presentation - Wealth as a Service: Looking beyond the “Crazy Rich Asians”

    Yash Shah

    Partner

    Synpulse

    Global wealth managers are heavily investing with a laser focus on capturing the growing HNWI population in Asia’s emerging markets. The local universal banks are revamping their client segments to provide tailored advisory services to the wealthy. But are the resources being allocated towards the correct target client base? Are we missing the accelerated growth of a particular wealth segment which will overshadow the HNWI wealth base in the near future? Let’s look beyond Asia’s crazy rich and understand how WMs are gearing up with innovative wealth operating models to capture, service and retain this underserved population.

  • 9.45am

    Panel Discussion

    Evolving the Platform and Proposition

    • How have you been evolving your platform, processes, and products?
    • What are the changing expectations of clients?
    • How does this help you in the curation and delivery of advice?
    • Have you made any real progress in your digital journey?
    • How does digital improve your traditional value proposition?
    • What are the products and services you could offer? How can your proposition evolve?
    • What is you view on separate platforms that offer wealth management - external to a bank?
    • What do you think about digital assets?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Win Phromphaet

    Executive Vice President, High Net-Worth Division

    Bank of Ayudhya

    Yash Shah

    Partner

    Synpulse

    David Wilson

    Principal Director, Asia Wealth Management Lead

    Accenture

    Philipp Piaz

    Partner

    Finaport

    Thiyachai Chong

    Head, Wealth Management & Preferred

    CIMB

  • 10.15am

    Presentation - Citizenship and Residency – Opportunities and Trends for the year ahead

    Nirbhay Handa

    Group Head of Business Development

    Henley & Partners

    • Alternative residences or citizenships in times of Political Uncertainty
    • Domicile diversification – a new asset class
    • Real estate investment rankings for migration
  • 10.30am

    Presentation - Isolating Alpha in Uncertain Times

    Rahul Mathur

    Investment Manager

    GAM Investments

    • Central Banks’ dilemma – preserving financial stability versus taming inflation
    • European Fixed Income – limits to ECB tightening
    • Emerging markets – policymakers ahead of the curve or dispersion of outcomes
    • Currency trends – are FX markets driven by Interest Rates or growth differentials?
  • 10.45am

    Presentation - China reopening and framing for 2023 opportunities in China and ASEAN

    David Lai

    Partner & Co-CIO

    Premia Partners

    • Where are we in China’s reopening trajectory, from business fundamentals to evolution of investor flows and allocations?
    • Tactical and strategic bets – why are policy supported sector leaders well placed to outperform?
    • Investment case and tailwinds supporting emerging ASEAN as the natural beneficiaries of China recovery and source of uncorrelated returns.
  • 11.00am

    Refreshment & Networking

  • 11.30am

    Presentation - Customer-centricity in wealth management: lessons learned

    Anna Sacha

    Senior Consultant

    Comarch Capital Markets

    • Banking today and tomorrow: what does make banks privileged?
    • Personalization in practice.
    • How to create value and drive customer loyalty?
  • 11.45am

    Head - to - Head Q & A

    Parida Leelaniramol

    Sales Director

    Comarch Capital Markets

    • How are wealth managers in Malaysia 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?
  • 12.00pm

    Presentation - Lumen Vietnam – Investment Pearl in Southeast Asia

    Mario Timpanaro

    Fund Manager - Lumen Vietnam Fund

    AQUIS Capital

    • China Plus One Strategy: Vietnam
    • Macro Insights
    • Why Vietnam? Vietnam is an excellent diversification for your portfolio
  • 12.15pm

    Presentation

  • 12.30pm

    Panel Discussion

    Curating winning client portfolios

    • What are the opportunities and challenges for the year ahead?
    • How are you managing risk in 2023? Is it time to take on more risk?
    • What's your favourite asset class now?
    • How are you generating income for clients?
    • What's your view on alternative investments? Digital assets? Private Markets?
    • How do you choose the right investment partners?
    • How can you consistently deliver performance and differentiate your offering?

    Chair

    Rossen Djounov

    Managing Director, Head of Asia

    GAM Investments

    Speakers

    Dr. Jon Wongswan

    Managing Director

    Kiatnakin Phatra Securities

    Paul Gambles

    Director

    MBMG Group

  • 13.00pm

    Lunch

  • 14.00pm

    Forum End

May 24

THAILAND WEALTH MANAGEMENT FORUM 2023

Conrad Hotel, Bangkok,Thailand

REGISTER
Speakers

Tan Woon Hum

Shook Lin & Bok

Triphon Phumiwasana

Kasikornbank

Dr. Jon Wongswan

Kiatnakin Phatra Securities

Yash Shah

Synpulse

Rossen Djounov

GAM Investments

Nirbhay Handa

Henley & Partners

Surakiat Kahaboonsirihansa

Bangkok Bank

Mario Timpanaro

AQUIS Capital

Paul Gambles

MBMG Group

Yifei Li

Alta

Manoj Prajapati

Allfunds

Win Udomrachtavanich

DAOL Thailand Financial Group

Philipp Piaz

Finaport

David Lai

Premia Partners

Anna Sacha

Comarch Capital Markets

Thiyachai Chong

CIMB

Parida Leelaniramol

Comarch Capital Markets

Win Phromphaet

Bank of Ayudhya

Rahul Mathur

GAM Investments

Pote Harinasuta

One Asset Management

David Wilson

Accenture

May 24

THAILAND WEALTH MANAGEMENT FORUM 2023

Conrad Hotel, Bangkok,Thailand

REGISTER
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May 24

THAILAND WEALTH MANAGEMENT FORUM 2023

Conrad Hotel, Bangkok,Thailand

REGISTER
Summary

Setting the Scene for the 2023 Thailand Wealth Management Forum

On May 24 in Bangkok, a group of 20-plus experts will look in depth at the key trends and developments that emerged in 2022, which was a truly interesting year that saw the Thai wealth industry build further on the many positive changes and advances that we saw in previous years, and especially after the onset of the pandemic, which was in many ways a catalyst for a more digital and also more sophisticated onshore offering.  

Thailand has now been fully reopened for tourism and is gradually getting its economy more fully firing on all cylinders again. The country has seen tremendous growth and many exciting developments within the wealth management sector in the past decade, and the wealth management market appears to have weathered many of the storms since early 2020, and to be both maturing and diversifying in terms of its overall proposition.

In short, the country is poised for continuing economic expansion and further rapid growth and diversification of private wealth across the board, from the very rapidly expanding mass affluent market to the surprisingly large and also rapid-growth HNW and UHNW private client segments.

During the 3 panel discussions and the 6 presentations on May 24, our chosen experts will focus on as many of the core issues and development and challenges as possible.

Briefly, local and international players have been upgrading and enhancing their platforms and propositions as they compete for market share, with these moves largely supported by an increasingly robust and consistent effort from the regulators and from the government itself.

The pandemic did somewhat hinder the progress, of course, but experts believe it also offered a moment to incumbents and to newer competitors to hone their business plans, their models and their digital strategies to help them compete more effectively in the future. Accordingly, there is considerable optimism that the private sector, the regulators and the government will pull together to help boost a more diversified, more competitive and more dynamic financial markets landscape, with the wealth industry likely to be a core beneficiary.

The discussions will drill down into the evolution of the onshore WM offering compared with the offshore proposition, and mine down into the regulatory environment and anticipate future developments there, and the experts will review the evolution of the customer base and their expectations and review in some considerable detail the competitive environment as major financial institutions and other players jostle for position for the years and even decades ahead, including assessing the success to date of some of the local/foreign JVs or partnerships between international private banks and established domestic financial market brands.

There is indeed plenty happening in the local wealth management market, as incumbents and new entrants jostle for position, from new leaders coming to take the reins at some of the bigger name local and global banks and firms, to the arrival of new strategic partnerships, new strategic visions being launched to propel Islamic wealth management, so on and so forth.

Our experts will consider how and where Thailand’s wealth management market is developing, set against the backdrop of other populous ASEAN countries such as Indonesia, the Philippines, and Malaysia. They will analyse where there needs to be more progress and what blocks need to be put into place in order to facilitate such progress, such as regulatory liberalisation, greater investment by the local and international players, more trendsetting by the new JV partnerships between onshore and offshore partners, and so forth.

Understanding the key drivers and current competitive environment is vital for the positioning of the local and international players as they jostle for prominence in what is certainly a market of huge potential, as the population keeps growing and as the economy and private wealth creation keep expanding.

Even amidst the havoc of the pandemic, the country registered strong GDP growth with only modest inflation, and there are plenty of good reasons for the country’s mass affluent and HNWIs to take more cash out of deposits and to invest in the financial markets. Moreover, the demographics are very encouraging – Thailand still has a relatively young and digital-native population.

Indeed, Thailand is also propelled by the region-wide drive to digitisation to cater to the younger demographics, to build scale, to deliver greater client centricity and personalisation, and to improve efficiencies and productivity, all vital elements of thrusting the country’s wealth management market further into the ‘new world’.

Put May 24 in the diary and join us as a sponsor, speaker or delegate in Bangkok.

May 24

THAILAND WEALTH MANAGEMENT FORUM 2023

Conrad Hotel, Bangkok,Thailand

REGISTER