Event Agenda
8.30am
Registration
8.55am
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?
9.45am
Presentation
- 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
- 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
- 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?
11.00am
Presentation
- Cyprus Investment Program
- Benefits of Cyprus when structuring your wealth
- Cyprus investment opportunities
11.10am
Refreshment & Networking
11.35am
Presentation
- 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
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
- Bordier’s USP
- The Partnership with MB
- Building MB Private
12.05pm
Head - to - Head Q & A
GOLD – shining brighter every day
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Why is this a good opportunity today?
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What are the key reasons why you should invest in precious metals?
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Where should you keep your Gold?
12.15pm
Head - to - Head Q & A
The Rise of the Neo Banks
- 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
- 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?
1.15pm
Lunch & Networking
1.50pm
Room A – Workshop
- 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
1.50pm
Room B – Workshop
- Introduction to the Investment Migration Industry
- Citizenship-by-Investment: Travel and Settlement Freedom for HNWIs
- The world’s leading Residence-by-Investment Programs
2.30pm
Room A – Workshop
What is CLM and how can it drive your business growth?
- 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
2.30pm
Room B – Workshop
- Blockchain in Wealth Management
- Rise of AI and Robotic Process Automation
3.10pm
Refreshment & Networking
3.30pm
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?
4.15pm
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.
5.00pm
Forum Ends