Helping Asian Wealth Management Communities interact

We were delighted to host our 4th annual event in Vietnam for the Wealth Management Community.

More than 200 CEOs, COOs, Independent Asset managers and other senior practitioners attended – from a mix of local and international Private Banks, Retail Banks, Insurance Companies, Independent Firms & Family Offices, Asset Management Companies, and IFAs.

Thank you to all of our event partners: Henley & Partners, 3i Infotech, Swissquote, 360F, Additiv, Casamont Cyprus, Hawksford, IRESS, Wealth Dynamix, Wealth Intelligence - Contemi Solutions, Sun Life Financial, Bunker Gold & Silver, Expersoft Systems, Global Precious Metals, IMTF and Malca Amit.

Hubbis events are –

FUN, CONSISTENT, RELEVANT, ENGAGING AND UNIQUE

Hubbis events are –
FUN, CONSISTENT, RELEVANT, ENGAGING AND UNIQUE

 

Sep 12

Vietnam Wealth Management Forum 2019

Intercontinental Saigon, Vietnam

Featured sponsors
All sponsors

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

Abhijeet Singh Hazare

3i Infotech

Alexis Tan

Henley & Partners

Andreas Vogelsanger

Asia Frontier Capital

Anh Tuan Phung

VCI Legal

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.

Get involved in Hubbis events

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

Find out more
Event Agenda
download pdf

Morning

  • 8.30am

    Registration

  • 8.55am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.00am

    Panel discussion - Wealth management – grasping the opportunity

    • What are the difficulties as well as advantages to launch a wealth management business in Vietnam?
    • What are the catalysts to kick-start the domestic market? What are the roadblocks?
    • Who are the players? What’s their USP?
    • Offshore / onshore. Where is the long-term opportunity?
    • How has wealth management developed in Asia? How does Vietnam compare?
    • What should the regulators do to help spur further development?
    • How can you make money from building a wealth management platform?
    • When will we see more products and solutions?
    • Where are the biggest opportunities and challenges for insurance companies in Vietnam?
    • Finding talent and training – does anyone do it well?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Panel Members

    Gaurav Sharma

    CEO & General Director

    BIDV Metlife Life Insurance

    Cong Thien Le

    Deputy Chief Executive Officer

    Ho Chi Minh Securities

    Gauraw Srivastava

    Head of Affluent Banking & Wealth Management

    Vietnam Prosperity Bank

    Sanjay Chakrabarty

    Deputy CEO, Head of Retail Banking

    Orient Commercial Bank

    Simon Lints

    Chief Executive Officer, Singapore

    Schroders Wealth Management

    Minh Nguyen

    Country Manager

    Aetna

    Bich Ngoc Nguyen

    Head of Wealth Management Division

    Shinhan Bank

  • 9.45am

    Presentation - The New Age in Wealth Management: Build Your DIGITAL ALPHA

    Abhijeet Singh Hazare

    Head of Sales for Financial Services – South East Asia

    3i Infotech

    • Tap the Fortune at the bottom of the Pyramid: How technology can power Mass market, Millennials and Mass affluent market by providing the same personalized service and access to investment strategies available to HNWI.
    • Wealth Management in an Information Age: Big data and advance analytics are on the cusp of transforming the Wealth management sector from new ways to engage, advice and service investors.
    • Digital Revolution with Investor Experience at the Epicentre: Retooling wealth management for the new age investor with enhanced Investor experience.
    • Human Touch in the Digital World: Hybrid Robo Advisors - a combination of technology & human based advisory models: A New way of Providing value and building Trust.
  • 10.00am

    Head - to - Head Q & A - Investment Migration: Trends and Developments for HNWIs

    Dominic Volek

    Managing Partner, Head Southeast Asia

    Henley & Partners

    • Why is the Investment Migration industry booming?
    • Why does Henley & Partners attend the Hubbis events?
    • Where do our clients come from?
    • Why do PBs/IAMs etc work with us?
    • How can Henley & Partners help your HNWI clients?
  • 10.10am

    Head - to - Head Q & A - How technology can drive more sales and deeper relationships

    Dominic Gamble

    Head of Asia Pacific

    Wealth Dynamix

    • The tech tools available to make RMs more powerful
    • Use data to understand your clients better than ever
    • Sell smart, sell tailored, sell more
  • 10.20am

    Panel discussion - Bringing it all together – Platforms, Technology and Products

    • What are all the component parts you need to build a sustainable and profitable wealth management business?
    • How do you build competency and capacity?
    • What is a platform? What is custody?
    • Who is currently active in mutual funds?
    • What are the opportunities and challenges for Vietnam’s asset management industry?
    • What players and expertise do we need to create a wider variety of products to help the market develop and create diversification?
    • What digital expectations do clients have?
    • In Asia - how do ‘funds’ and ‘investment products’ get effectively distributed to clients?
    • What is the role of technology within financial services and wealth management?
    • What are the key digital trends and how are they changing the business?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Panel Members

    Thi Le Hang Le

    Chief Executive Officer

    SSI Asset Management

    Yifei Li

    Director

    BlackRock

    Damian Hitchen

    CEO Singapore

    Swissquote

    Bao Nguyen

    Country Director Vietnam

    GoBear

    Dominic Gamble

    Head of Asia Pacific

    Wealth Dynamix

    Jordan Lo

    Senior Project Manager

    IMTF

  • 11.00am

    Presentation - Cyprus Revitalised: How to Capitalize on the Island’s reform?

    Ioannis Ioannikiou

    Legal Advisor

    Casamont Cyprus

    • Cyprus Investment Program
    • Benefits of Cyprus when structuring your wealth
    • Cyprus investment opportunities
  • 11.10am

    Refreshment & Networking

  • 11.35am

    Presentation - Technology Alone Won't Save You

    Jason Hoang

    Managing Director, Asia

    IRESS

    • Change is inevitable, but it's not always a comfortable ride
    • What brings about real change?
    • Transformation is never about technology
    • The data advantage - The real digital transformation
  • 11.45am

    Presentation - Revisiting Family Governance

    Stephanie Almeida

    Trust Manager

    Hawksford

    Will your family destroy your wealth, or will your wealth destroy your family?

    Family dynamics should always be considered by Wealth advisers when structuring a wealth succession plan. In this presentation Stephanie Almeida will consider relevant family issues surrounding the succession of wealth, be it family governance, what’s in a family constitution, the impact of divorce, second marriages, balancing the expectations of children or the effects on family wealth of living longer.

  • 11.55am

    Presentation - Starting Private Banking in Vietnam

    Pearl Pillaert

    Associate Director, New Markets

    Bordier & Cie

    • Bordier’s USP
    • The Partnership with MB
    • Building MB Private
  • 12.05pm

    Head - to - Head Q & A - GOLD – shining brighter every day

    Christophe Numa

    Director

    Bunker Gold & Silver

    • ​​​​​Why is this a good opportunity today?
    • What are the key reasons why you should invest in precious metals?
    • Where should you keep your Gold?
  • 12.15pm

    Head - to - Head Q & A - The Rise of the Neo Banks

    Reto Wolf

    Head of Product, Asia Pacific

    Additiv

    • What's the rising mass affluent opportunity in SEA?
    • Who is going to capture that opportunity?
    • How Super apps and Neo Banks reshape the WM landscape
    • How incumbent banks can approach this ever-expanding customer base of the future
  • 12.25pm

    Presentation - Why wealth managers need effective onboarding

    Shane Meredith

    Asia Director - FinTech & Wealth Advisory

    Contemi Solutions

    • How onboarding drives clients away
    • Onboarding for intergenerational wealth management
    • Wealth management for the digital economy
    • What your onboarding technology needs to do
  • 12.35pm

    Panel discussion - What are the most common concerns of families as they get wealthier?

    • What are the challenges of dealing with wealthy clients?
    • Curating the right solution for clients – what’s thrown in the mix today?
    • What is wealth structuring and planning?
    • Finding the best advisory services and solutions – how do you maximise partnership with the right specialists?
    • What specific trends are we seeing from Vietnamese clients?
    • Are we ready for the intergenerational wealth transfer?
    • Tax and transparency – problem or oppoportunity?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Panel Members

    Kenneth Atkinson

    Founder & Senior Board Adviser

    Grant Thornton

    Marcus Hinkley

    Head of Private Client Services - Asia

    Hawksford

    Dominic Volek

    Managing Partner, Head Southeast Asia

    Henley & Partners

    Nguyen Ha Quyen Hoang

    Founding Partner

    LNT & Partners

  • 13.15pm

    Lunch

Afternoon

  • 13.50pm

    Room B – Workshop - Global Citizens: Trends and Developments in Investment Migration

    Alexis Tan

    Director, Private Clients

    Henley & Partners

    • Introduction to the Investment Migration Industry
    • Citizenship-by-Investment: Travel and Settlement Freedom for HNWIs
    • The world’s leading Residence-by-Investment Programs
  • 13.50pm

    Room A – Workshop - Rearranging the banking landscape

    Damian Hitchen

    CEO Singapore

    Swissquote

    • Evolution of change and the challenge to existing players; Who, how and when?
    • How is technology evolving the industry?
    • Example of digital platforms in wealth management / private banking
  • 14.30pm

    Room A – Workshop - What is CLM and how can it drive your business growth?

    Dominic Gamble

    Head of Asia Pacific

    Wealth Dynamix

    • The CLM journey: prospecting, onboarding, managing, engaging
    • How CRM sits at the heart of CLM
    • Exploring the efficiency gains for your internal teams and the insights for senior management
  • 14.30pm

    Room B – Workshop - Emerging Technologies that are shaping the future of Wealth & Investment Management

    Abhijeet Singh Hazare

    Head of Sales for Financial Services – South East Asia

    3i Infotech

    • Blockchain in Wealth Management
    • Rise of AI and Robotic Process Automation
  • 15.10pm

    Refreshment & Networking

  • 15.30pm

    Panel discussion - Finding the best value today - investing in Vietnam

    • Where are the opportunities for both local and international investors?
    • What’s the outlook for the financial markets in Vietnam over the next decade?
    • What should Vietnam do to increase its attractiveness for the offshore wealth management industry – and encourage more investment in Vietnam?
    • Vietnam is a key beneficiary of the current US/China trade war, but is this trend sustainable?
    • Is the Vietnam’s stock market fairly priced?
    • Do Vietnam’s stock market indices reflect what is happening in the broader market?
    • What are the risks?
    • Public equity vs credit vs private markets?
    • Is there enough market depth and liquidity?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Panel Members

    Andreas Vogelsanger

    Chief Executive Officer

    Asia Frontier Capital

    Rainer Michael Preiss

    Executive Director, Investment Advisory

    Taurus Family Office

    Thi Xuan Dung Nguyen

    Investment Director

    VinaCapital

    Lawrence Brader

    Co-Porfolio Manager

    PXP Vietnam Asset Management

    Anh Tuan Phung

    Managing Partner

    VCI Legal

  • 16.15pm

    Panel discussion - What do you need to do to be a successful wealth manager?

    • What product knowledge and skills do you need?
    • What ‘BAD’ practices from other markets must we avoid?
    • How can learning and professional development help you add value and differentiate your offering?
    • Why is improving skills so important?
    • Trusted adviser – what does that even mean?
    • What are the client’s needs?
    • Growing your AUM - client retention, existing client referrals and prospecting.

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Panel Members

    Simon Lints

    Chief Executive Officer, Singapore

    Schroders Wealth Management

    K R Raju

    Founder & Adviser License Financial Planner

    Blueprint Planning

    Dominic Gamble

    Head of Asia Pacific

    Wealth Dynamix

  • 17.00pm

    Forum End

Sep 12

Vietnam Wealth Management Forum 2019

Intercontinental Saigon,Vietnam

Speakers

Abhijeet Singh Hazare

3i Infotech

Alexis Tan

Henley & Partners

Andreas Vogelsanger

Asia Frontier Capital

Anh Tuan Phung

VCI Legal

Bao Nguyen

GoBear

Bich Ngoc Nguyen

Shinhan Bank

Christophe Numa

Bunker Gold & Silver

Cong Thien Le

Ho Chi Minh Securities

Damian Hitchen

Swissquote

Dheerendra Hegde

3i Infotech

Dominic Gamble

Wealth Dynamix

Dominic Volek

Henley & Partners

Gaurav Sharma

BIDV Metlife Life Insurance

Gauraw Srivastava

Vietnam Prosperity Bank

Ioannis Ioannikiou

Casamont Cyprus

Jason Hoang

IRESS

Jordan Lo

IMTF

K R Raju

Blueprint Planning

Kenneth Atkinson

Grant Thornton

Lawrence Brader

PXP Vietnam Asset Management

Marcus Hinkley

Hawksford

Minh Nguyen

Aetna

Nguyen Ha Quyen Hoang

LNT & Partners

Pearl Pillaert

Bordier & Cie

Rainer Michael Preiss

Taurus Family Office

Reto Wolf

Additiv

Sanjay Chakrabarty

Orient Commercial Bank

Shane Meredith

Contemi Solutions

Simon Lints

Schroders Wealth Management

Stephanie Almeida

Hawksford

Thi Le Hang Le

SSI Asset Management

Thi Xuan Dung Nguyen

VinaCapital

Vinay Tiwari

3i Infotech

Yifei Li

BlackRock

Sep 12

Vietnam Wealth Management Forum 2019

Intercontinental Saigon,Vietnam

Sponsors

platinum

gold

silver

bronze

Sep 12

Vietnam Wealth Management Forum 2019

Intercontinental Saigon,Vietnam

Summary

Hubbis is delighted to host our 4th annual event for the wealth management community in Vietnam.

Accessing Vietnam’s young and rapidly-growing population of more than 97+ million people in a country striding energetically towards a market-based economy and therefore with fast-rising per capita income and GDP is of great appeal for financial firms looking to offer wealth management products and services.

Our event will focus on understanding the longer-term potential for wealth management in this fast-growing economy, and on helping those firms wanting to better compete for business, or those wanting to enter this dynamic young market.

The agenda is designed to include presentations, workshops and panel discussions that focused on precisely where the market stands, as well as assessing the opportunities and challenges it faces, and what firms need to do in order to help the market and their business move to the next levels.

Its exclusively designed for international and local Retail Banks, Insurance Companies and Asset Management Firms.

Key to the value of content was also providing insights from experts operating across Asia and further afield in overseas markets, as they shared best practices, and as they highlighted the essential components of successful businesses, as well as lessons they have learned from developing and managing wealth management offerings in other developing markets in Asia.

Local banks and other institutions are slowing coming to understand the potential for wealth management. Traditional transaction products such as credit cards, personal loans, mortgages are relatively easy to sell and remain very profitable, but the array of products available to the market is rising fast, for example life insurance is also now high on the priority list, and specialist funds and property vehicles are now on offer as the fledgling asset management industry and banks are now broadening their product offerings.

 

Specific topics we will cover include;

  • The increasing awareness that there is a need for protection, investments and wealth management.
  • Growing digital capabilities.
  • More firms setting up a private wealth offering - both local and international.
  • More competition driving a grab for talent.
  • Increased product development.
  • Insurance companies growing and expanding the range of solutions for clients.
  • More interest from foreign investors
  • How can banks accelerate growth and penetrate the market?
  • What are the key success factors in providing an exceptional client experience?
  • What are the best practices from international banks, and can they be integrated locally?


For the time being, in the absence of wealth management products and services that are common in other markets, transaction banking dominates. In fact, only around 30% or so of the population even has a bank account. Trust remains an issue, creating a barrier to how institutions can access Vietnam’s growing wealth.

To overcome these and many other hurdles, an essential component is education for everyone – from financial institutions to customers – around the basic concepts and practices of wealth management. This will also depend on the hope that regulation will change, to enable the creation of a wider variety of products.

Traditional transaction products such as credit cards, personal loans mortgages are easier to sell and make money from, with insurance also high on the priority list since they tend to give banks a higher commission. Further, the mind-set of Vietnamese is still very short-term oriented.

With too much talk and too little action at the moment, many practitioners in Vietnam believe that any meaningful wealth management industry is at least 5 years away. The expectation is that only when institutions have exhausted the opportunity in terms of conventional banking, and only when capital markets deepen and regulations are more conducive to the development of a wider set of investment products, will they start to take a serious look at it.

Many players also cannot see any real advantage to being a first-mover. Even some of the universal banks that operate in the local market have failed to make any significant progress in the wealth space to date.

Local banks and other institutions are slowing coming to understand the potential for wealth management. Traditional transaction products such as credit cards, personal loans, mortgages are easier to sell and make money from. However – life insurance is also now high on the priority list – in addition to introducing funds and property.

Even though the mind-set of Vietnamese is still very short-term oriented. There is a fledgling Asset Management industry and banks are now starting to sell funds to retail with more focus and conviction.

Getting the wealth management platform right is work-in-progress. Its potentially difficult, costly and time-consuming. The lack of education, knowledge and regulation hampers the development of the infrastructure required.

On the plus side, however, there is a real and growing need for wealth management.

With increasing wealth and numbers of affluent in Vietnam is developing an ever-larger crop of individuals who are thinking about participating in the market to get diversification, access to new products and advice from people qualified to manage their wealth.

Against this backdrop, we have designed today’s event for senior participants in Retail Banks, Local Assset Management Firms, Insurance Companies and other players interested in the development of wealth management in Vietnam - both locally and from across Asia.

 

Testimonials -

“The Hubbis wealth management conference in Ho Chi Minh City is on par with the development of the market itself: 20% growth year-by-year.” Michael Gerber, Chief Executive Officer, 360F

“Hubbis organised a world-class forum in Vietnam. These events are integral to the growth of wealth management [in this country] and other emerging markets in South-east Asia.” Bao Nguyen, Chief Executive Officer, Vietnam Capital Advisors

“It was a great event with many stalwarts of the Vietnamese wealth management sector in attendance, including asset managers (eg. VinaCapital, Dragon Capital, etc), banks (eg. VP Bank, Maritime Bank, Military Bank, etc.) and brokerages (HSC and SSI). The event again showed the level of activity in the market, with all players positive about the future of the industry and many actively investing into new offerings and new products. The conference was informative as well as a great opportunity to network and reconnect with industry stakeholders.” Piotr Zboinski, Head of Operations & Strategy, Management Consulting, Orbium

“The wealth management industry in Vietnam, particularly private wealth, is at an infant stage. The Hubbis event provides the insights that we hope will shape the future of wealth management in Vietnam.” Duy Nguyen Manager, Equity Research, Thien Viet Securities

Sep 12

Vietnam Wealth Management Forum 2019

Intercontinental Saigon,Vietnam

Event Highlight

We were delighted to host our 4th annual event in Ho Chi Minh city for the Wealth Management Community, where more than 200 CEOs, COOs, and other senior practitioners attended – from a mix of local and international Private Banks, Retail Banks, Insurance Companies, Independent Firms & Family Offices, Asset Management Companies, and IFAs.

Thank you to all of our event partners: Henley & Partners, 3i Infotech, Swissquote, 360F, Additiv, Casamont Cyprus, Hawksford, IRESS, Wealth Dynamix, Wealth Intelligence - Contemi Solutions, Sun Life Financial, Bunker Gold & Silver, Expersoft Systems, Global Precious Metals, IMTF and Malca Amit.

Below for your interest and reference are links to various content we captured from the day. Please click on the orange headlines – and do send any comments or feedback to events@hubbis.com.

 

Content Highlights 

Video Highlights
Video Highlights Summary PDF
Exclusive Insights
Testimonials
I Love Wealth Management
Photos
Event summary
Panel discussions
Presentations & Workshops
Videos
Post event Supplement

 

Post-event Report

You might also like to view the full Post-Event Report – which is a consolidated summary, including photos of speakers & delegates, the attendee profiles & some delegate feedback, polling results, and more.

 

Event Summary 

Vietnam’s emerging markets - The expansion of the last tiger in Asia
We were delighted to host our 4th annual Vietnam Wealth Management Forum on September 12 in Ho Chi Minh city for the Wealth Management Community. It was an immense success, yet again, as you will see below from the brief snapshots of the 19 discussions, presentations, talks and workshops.

 

Video Highlights

We asked leading industry experts - what are the opportunities and challenges for the year ahead? View the combined video highlights, or click on the links to view the individual videos.

Full Video Highlights
Video Highlights Summary PDF

I Love Wealth Management
Testimonials

Sanjay Chakrabarty, Deputy CEO, Head of Retail Banking, Orient Commercial Bank
Gauraw Srivastava, Head of Affluent Banking & Wealth Management, Vietnam Prosperity Bank
Simon Lints, Chief Executive Officer, Singapore, Schroders Wealth Management
K R Raju, Founder & Adviser License Financial Planner, Blueprint Planning
Bao Nguyen, Country Director Vietnam, GoBear
Dominic Gamble, Head of Asia Pacific, Wealth Dynamix
Abhijeet Singh Hazare, Head of Sales for Financial Services – South East Asia, 3i Infotech
Kenneth Atkinson, Founder & Senior Board Adviser, Grant Thornton
Nguyen Ha Quyen Hoang, Founding Partner, LNT & Partners
Rainer Michael Preiss, Executive Director, Investment Advisory, Taurus Family Office
Lawrence Brader, Co-Porfolio Manager, PXP Vietnam Asset Management
Dominic Volek, Managing Partner, Head Southeast Asia, Henley & Partners

 

Exclusive Insights ​​​ ​​​

We asked leading industry experts for their exclusive and incisive insights. Click on the links to view the individual videos:

Exclusive Insights PDF

Sanjay Chakrabarty, Deputy CEO, Head of Retail Banking, Orient Commercial Bank
What should the regulators do to help spur further development?

Gauraw Srivastava, Head of Affluent Banking & Wealth Management, Vietnam Prosperity Bank
Why are you building a wealth management business in Vietnam?

Bao Nguyen, Country Director Vietnam, GoBear
What are the component parts you need to build a sustainable and profitable wealth management business?

Damian Hitchen, CEO Singapore, Swissquote
Who is Swissquote? Why have you set up an office in Singapore?
How do you see technology helping financial services and wealth management?
Why has Swissquote come to the Vietnam event's today?

Dominic Gamble, Head of Asia Pacific, Wealth Dynamix
What digital expectations do clients have?

Abhijeet Singh Hazare, Head of Sales for Financial Services – South East Asia, 3i Infotech
Who is 3i Infotech?

Kenneth Atkinson, Founder & Senior Board Adviser, Grant Thornton
How can you help wealthy business families in Vietnam to do strategic partnerships, M&A or exit their business?

Rainer Michael Preiss, Executive Director, Investment Advisory, Taurus Family Office
Is there enough market depth and liquidity in Vietnam?

Lawrence Brader, Co-Porfolio Manager, PXP Vietnam Asset Management
What’s the outlook for the financial markets in Vietnam over the next decade?
Do Vietnam’s stock market indices reflect what is happening in the broader market?

Dominic Volek, Managing Partner, Head Southeast Asia, Henley & Partners
How do Henley & Partners help wealthy families in Vietnam?

Ioannis Ioannikiou, Legal Advisor, Casamont Cyprus
What do Casamont Cyprus do?

 

Panel Discussions 

We held 5 interactive panel discussions throughout the day – which involved senior industry practitioners who we invited to participate and share their thoughts. We have also incorporated into the summaries below the briefing notes which speakers sent to us in advance of the event. Plus, we have included the results of audience polling as well as questions we received from delegates. Click on each headline to view the PDFs.

Wealth Management in Vietnam – Understanding and Grasping the Opportunity
Where is Vietnam’s private wealth market and how does it compare to nearby, albeit more economically advanced ASEAN countries? What progress have the regulators made in helping develop the wealth management market? What is the competitive environment amongst banks and other advisory firms today and what do market players anticipate? How will the country balance the development of onshore and offshore investment activities? Is there enough talent locally? These and other vital topics were discussed in the first panel of the day at the Vietnam Wealth Management Forum.

Panel Members
Gaurav Sharma, CEO & General Director, BIDV Metlife Life Insurance
Cong Thien Le, Deputy Chief Executive Officer, Ho Chi Minh Securities
Gauraw Srivastava, Head of Affluent Banking & Wealth Management, Vietnam Prosperity Bank
Sanjay Chakrabarty, Deputy CEO, Head of Retail Banking, Orient Commercial Bank
Simon Lints, Chief Executive Officer, Singapore, Schroders Wealth Management
Minh Nguyen, Country Manager, Aetna
Bich Ngoc Nguyen, Head of Wealth Management Division, Shinhan Bank

Wealth Management in Vietnam – Transformation on Platforms and Products
Building a sustainable wealth management business means drawing together the optimal range of products and services, achieving outstanding delivery and enhancing the user experience. An eclectic panel of experts at the Vietnam Wealth Management Forum discussed how to weave these strands together into a workable and successful whole.

Panel members
Thi Le Hang Le, Chief Executive Officer, SSI Asset Management
Yifei Li, Director, BlackRock
Damian Hitchen, CEO Singapore, Swissquote
Bao Nguyen, Country Director Vietnam, GoBear
Dominic Gamble, Head of Asia Pacific, Wealth Dynamix
Jordan Lo, Senior Project Manager, IMTF

Vietnam: Tracking the Concerns of HNW Families as Private Wealth Expands Apace
As Vietnam’s economy and private wealth, and indeed population all expand rapidly, are the country’s HNW families embracing the future appropriately, and is the nascent wealth management industry catering to their needs appropriately? These and other vital matters were discussed in the third panel of the Vietnam Wealth Management Forum.

Panel members
Kenneth Atkinson, Founder & Senior Board Adviser, Grant Thornton
Marcus Hinkley, Head of Private Client Services - Asia, Hawksford
Dominic Volek, Managing Partner, Head Southeast Asia, Henley & Partners
Nguyen Ha Quyen Hoang, Founding Partner, LNT & Partners

Investing in Vietnam - Finding the Best Value Today
A panel of five experts assembled at the Vietnam Wealth Management Forum to ponder the best way to approach the Vietnamese financial markets, on both a shorter-term and longer-term perspective. Vietnam is well recognised as an economy on the rise and a financial market on the cusp of moving from frontier to emerging status. But does that mean there is value aplenty?

Panel members
Andreas Vogelsanger, Chief Executive Officer, Asia Frontier Capital
Rainer Michael Preiss, Executive Director, Investment Advisory, Taurus Family Office
Thi Xuan Dung Nguyen, Investment Director, VinaCapital
Lawrence Brader, Co-Porfolio Manager, PXP Vietnam Asset Management
Anh Tuan Phung, Managing Partner, VCI Legal

The Vietnam Wealth Management Market and the Question for Professionalism
A small panel at the Vietnam Wealth Management Forum gathered to highlight the key attributes required and the hurdles to overcome for the industry to develop genuine professionalism and expertise in the country.

Panel members
Simon Lints, Chief Executive Officer, Singapore, Schroders Wealth Management
K R Raju, Founder & Adviser License Financial Planner, Blueprint Planning
Dominic Gamble, Head of Asia Pacific, Wealth Dynamix

 

Presentations 

Below are summaries of the Presentations and Wealth TALKS delivered at the event. These were 10-minute slots hosted either by senior industry practitioners who we invited to speak (Wealth TALKS), or by some of our event partners (Presentations). Also listed with each summary are links to the presentation slides (where these are made available by speakers). Click on each headline to view the web versions of these – from which you can also access the 1-page PDFs.

The New Age of Wealth Management: Build Your Digital Alpha
Abhijeet Singh Hazare, Head of Sales for Financial Services in South East Asia at 3i Infotech, addressed the Vietnam Wealth Management Forum to highlight how technology can power mass and mass affluent markets by providing the same personalised service and access to investment strategies available to HNWIs. He reported how big data and advanced analytics are on the cusp of transforming the wealth management sector, bringing new ways to engage, advice and service investors. He explained what he sees as a digital revolution with investor experience at the epicentre, and highlighted hybrid solutions, combining Robo and Human Advisory as the new way of providing value and building trust.
View slides

Emerging Technologies Shaping the Future of Wealth & Investment Management
Experts from Global digital solutions firm 3i Infotech presented an engaging and fascinating Workshop at the Vietnam Wealth Management Forum on Blockchain in Wealth Management, and the rise of AI and Robotic Process Automation.
View slides

Henley & Partners Highlights Overseas Residence & Citizenship Options for Vietnam’s HNWIs
Dominic Volek, Managing Partner and Head of Southeast Asia at investment migration consultancy Henley & Partners, gave a head to head interview at the Hubbis Vietnam Wealth Management Forum to highlight the appeals of global investment migration, explaining why and how increasing numbers of Asia’s wealthy are taking up alternative citizenship and residence options around the globe, and briefly mentioning some of the key programmes that his firm proposes.
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Henley & Partners Highlights a World of Investment Migration Options for Asia’s HNWIs
Alexis Tan, director at Henley & Partners, presented a detailed and fascinating Workshop at the Hubbis Vietnam Wealth Management Forum on global investment migration, highlighting why and how increasing numbers of Asia’s wealthy are taking up alternative citizenship and residence options around the globe. For Vietnam’s HNWIs, whose passport is ranked a lowly 90 in the world and offering visa-free access to only 51 countries, these options are immensely valuable and increasingly sought-after.
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How Technology Can Drive More Sales and Enhance Client Relationships
Dominic Gamble, the Singapore-based head for Asia Pacific at fintech Wealth Dynamix, spoke to Hubbis founder and CEO at the Vietnam Wealth Management Forum to alert the audience on the benefits of smart technology tools available today to make RMs more powerful, and explained how they can use data to understand clients better and to boost their overall proposition and revenues.

Unmasking CLM and How it Can Help Drive Wealth Management Growth
Dominic Gamble, the Singapore-based Head of Asia Pacific at fintech Wealth Dynamix, spoke to the delegates at the Hubbis Vietnam Wealth Management Forum to alert them to certain advantages and dangers of digital transformation, particular the great benefits of an optimal Client Lifecycle Management etiquette.

Casamont Highlights the Appeals of Cyprus’ Residence and Citizenship Programme for Vietnam’s HNWIs
Ioannis Ioannikiou, Client Advisor for Casamont Cyprus, is a regular presenter at Hubbis events this year and has a fascinating proposition for the Asian wealth management market. He was in Vietnam for the Hubbis Vietnam Wealth Management Forum to highlight the attractions of the Cyprus Investment Programme for Asia’s HNWIs. Not only does Cyprus offers a speedy and cost-effective route to European Union citizenship, but for residents Cyprus itself offers low taxes and an increasingly appealing real estate investment market.
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Revisiting Family Governance
Stephanie Almeida, Trust Manager at Hawksford gave a fascinating insight into family governance and family wealth preservation to delegates at the Hubbis Vietnam Wealth Management Forum. In her talk, which was subtitled ‘Will your family destroy your wealth, or will your wealth destroy your family?’, Almeida highlighted how the wealthy families that plan ahead and institute the right practices and strategies are far better positioned to retain that wealth through the generations.
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Launching Private Banking in Vietnam: Bordier & Cie’s Strategic Cooperation with MB Bank
Pearl Pillaert, Associate Director, New Markets at Bordier & Cie believes that the Strategic Cooperation model between established, brand-name private banks such as Bordier & Cie and local market leaders in emerging countries such as Vietnam is the ideal launch pad for the development of professional wealth management. On behalf of the Bank, she addressed delegates at the Hubbis Vietnam Wealth Management Forum to outline Bordier’s DNA and how the bank has been working with its Vietnam partner MB Bank since their official signing last year.
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Gold – Shining Brighter in a World of Financial and Geo-Political Uncertainty
Christophe Numa, Director of precious metals firm Bunker Gold & Silver addressed delegates at the Vietnam Wealth Management Forum to alert them to the value of holding gold and to explain how the wealth management community can help their HNW clients diversify and protect their wealth. He met with Hubbis founder and CEO Michael Stanhope for the head-to-head discussion in front of the audience.

Swiss Digital Solutions Provider additiv on The Rise of the Neo Banks
Reto Wolf, Head of Product for Asia Pacific at additiv sees a bright future for the Neo and Challenger banks that serve the rising ranks of mass affluent in Southeast Asia. Hubbis founder and CEO Michael Stanhope invited Wolf for a head-to-head discussion at the Vietnam Wealth Management Forum, during which he focused on the rise of the mass affluent markets, the arrival of the ‘Super Apps’ and ‘Neo Banks’ that are reshaping the wealth management landscape, and to offer insights on how incumbent banks can compete for this fast-expanding customer base of the future.

Why Wealth Managers Need Effective Client Onboarding
Shane Meredith, Asia Director - FinTech & Wealth Advisory at Wealth Intelligence Contemi Solutions, told the audience at the Hubbis Vietnam Wealth Management Forum how effective digital client onboarding can be the key for wealth managers to reaching and servicing high net-worth individuals and the region’s younger generations of clients who are inheriting and creating the next vast wave of private wealth.
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Rearranging the Banking Landscape
Damian Hitchen, the Singapore-based Asia CEO for Swissquote, presented a fascinating Workshop at the Vietnam Wealth Management Forum to articulate how private banks and wealth managers can adjust and evolve amidst the rapidly changing financial landscape global. Working with the Swissquote global trading and custody platform, many such firms can significantly enhance their capabilities and offer their clients literally a world of product and trading opportunities, all at a sensible entry and ongoing cost basis.
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IRESS: Technology Alone Will Not Save You
Jason Hoang, Managing Director for Asia at IRESS, knows that in the world of wealth management change is inevitable, and he also knows it is not always a comfortable ride. He addressed the audience at the Hubbis Vietnam Wealth Management Forum to explain that the true digital transformation is centred on achieving a data advantage in the form of quantifiable information that will place the user ahead of the chasing pack.
Iress is an international technology company providing software to the financial services industry. It provides software and services for trading & market data, financial advice, investment management, mortgages, superannuation, life & pensions and data intelligence. It has offices in Singapore and has been working with clients across Asia since 2010.
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Sep 12

Vietnam Wealth Management Forum 2019

Intercontinental Saigon,Vietnam