We were delighted to host our 3rd annual event for the Vietnam wealth management community – the pre-eminent event of its type. Over 200 senior individuals attended – including CEOs, senior management, product gatekeepers and business unit heads from the leading Private Banks, Retail Banks, IFAs, Insurance Companies and local Asset Management Firms.

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



Video Highlights

Video Highlights - PDF


Event summary

I love wealth management

Panel discussions

Presentations & Workshops




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.



Competing for HNW business in Vietnam’s fast-growing economy

Providing advice in a more structured and consistent way is essential in preparing investors’ portfolios – especially in an environment where the potential for correction, plus disruption from the march towards digital, looms large - according to speakers at the flagship Hubbis Investment Solutions Forum 2018 in Vietnam in September.



At the Forum we interviewed leading industry experts. 
Full Video Highlights
Video Highlights Summary PDF
I love wealth management

Michael Preiss Taurus Wealth Advisors
Namit Khanna Finantix
Pierre Vanrenterghem Rosemont International
Michael Gerber 360F
Rohit Bhuta CrossInvest
Sylvie Ma Henley & Partners
Dang Tuyet Dung Maritime Bank
Jeroen Simons Sun Life Financial
Kelvin Lim IRESS
Johan Nyvene Ho Chi Minh Securities Corporation
Pascal Nguyen PNG Private Office 
Gauraw Srivastava Vietnam Prosperity Bank
Minh Nguyen Aetna
David MacDonald Hubbis
Kimmis Pun VP Bank
Bao Nguyen GoBear 
Nguyen Thi Hang Nga Vietcombank Fund Management
Nguyen Thi Xuan Dung VinaCapital
Kevin Snowball PXP Vietnam Asset Management
Terence Hieu Tran VietFund Management


EVENT CONTENT - Panel discussions

We held 6 interactive panel discussions throughout the day – which involved 24 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 incorporated the results of audience polling done on the day as well as questions we received from delegates on the day. Click on each headline to view the web versions of these – from which you can also access the PDFs

The Development of the Wealth Management Offering in Vietnam
Vietnam remains a frontier economy. But Vietnam has fairly recently registered its first home-grown billionaire and the government hopes the country will soon become an emerging market. Is Vietnam’s onshore wealth management market keeping pace with the nation’s evolving wealth? A group of experts deliberated this and other matters germane to the market’s evolution in the first panel of the Hubbis Vietnam Wealth Management Forum.

Panel speakers
Dung Dang Tuyet,Deputy Chief Executive Officer, and Chief Executive Officer of Retail Banking, Maritime Bank
Johan Nyvene, Chief Executive Officer, Ho Chi Minh Securities
Minh Nguyen, Country Manager, Healthcare Insurance, Aetna
Kimmis Pun, Managing Director, ‎Head of Private Banking, VP Bank


Vietnam: Technology and Digital Platforms to enhance Wealth Management
The sweep of digitalisation now has global reach and influences every aspect of our lives, including wealth management. Panel members at the Hubbis Vietnam Wealth Management Forum discussed some of the most pressing issues surrounding digitalisation facing the country, from basic purpose to overall infrastructure and functionality.

Panel speakers
Michael Gerber, Chief Executive Officer, 360F
Bao Nguyen , Country Director Vietnam, GoBear
Kelvin Lim , Head of Business Development, Asia, IRESS
Namit Khanna , Sales Director - SEA & India, Finantix


What is Wealth Management and How Will the Model Develop in Vietnam?
A panel of experts discussed the evolution of the wealth management industry in Vietnam and how the industry’s prime movers can set the tone and standards for its long-term, sustainable growth. The opportunities are numerous as the growth path for the economy and private wealth are virtually assured. But there are plenty of pitfalls and the challenge now is the build a vibrant, successful wealth management business founded on ethics and professionalism. 

Panel speakers
Rohit Bhuta , Chief Executive Officer, Crossinvest
Kimmis Pun , Managing Director, ‎Head of Private Banking, VP Bank
Gauraw Srivastava , Head of Affluent Banking & Wealth Management, Vietnam Prosperity Bank
Jeroen Simons , Director, HNW Business Development Director, Sun Life Financial
Pierre Vanrenterghem , Manager, South East Asia, Rosemont


Building Investment Capability and the Product Manufacturing Machinery
How does a high-net-worth (HNW) client approach the investment of their surplus wealth? What investment products are there so far in Vietnam and what can be done to improve the diversity? Will the regulators permit overseas investment? What does all this mean for the nascent wealth management industry? A group of experts reflected on these issues in the fourth panel discussion of the Hubbis Vietnam Wealth Management forum. 

Panel Speakers
Xuan Dung Nguyen Thi , Investment Director, VinaCapital
Terence Hieu Tran , Deputy CEO, Chief Distribution Officer, VietFund Management
Trieu Ngo The , Chief Executive Officer – Vietnam, Eastspring Investments


What Role Will Derivatives Play in Vietnamese Wealth Management?
It was less than fifteen years ago that the Vietnamese stock market comprised fewer than two dozen stocks valued in total at less than USD200 million. Today, there are three stock markets and a total market capitalisation of around USD160 billion. Just over one year ago Vietnam introduced its first futures contract on an equity index. Is this the precursor of a more diverse and vibrant derivatives market?

Panel Speakers
Xavier Burkhardt , Executive Director, Leonteq Securities
Bernard Lapointe , Head of Research, RongViet Securities
Kevin Snowball , Chief Executive Officer & Chief Investment Officer, PXP Vietnam Asset Management
Olivier Robine , Managing Director, Head of Equity and Commodity-Asia, Commerzbank


What are the issues with the local capital market and how do you fix them?
A panel of experts at the Hubbis Vietnam Wealth Management Forum gathered at the final discussion of the day to highlight the immense advances the country's capital markets have achieved in the past decade and a half while acknowledging the many further steps required before Vietnam offers an adequate range of diversity, liquidity and maturity. 

Panel Speakers
Kevin Snowball , Chief Executive Officer & Chief Investment Officer, PXP Vietnam Asset Management
Rainer Michael Preiss , Executive Director, Investment Advisory, Taurus Wealth Advisors
Nga Nguyen Thi Hang Chief Investment OfficerVietcombank Fund Management
Duong Vuong Deputy Managing DirectorVinaCapital


EVENT CONTENT - Presentations & Workshops

Below are summaries of the Presentations and Wealth TALKS delivered at the event. These were 10-minute slots delivered 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 available from speakers). Click on each headline to view the web versions of these – from which you can also access the PDFs.

Asia’s Growth Path and the Evolving Role of the Private Bank
Kimmis Pun, Head of Private Banking for VP Bank in Singapore, told delegates at the Hubbis Vietnam Wealth Management Forum how the private banking and wealth management models must evolve in Asia in order to capture both the enormous growth potential and the evolving client expectations.

Vietnam: Why Wealth Managers Must Keep a Close Eye on Global Regulations
Is Vietnam yet a signatory to the many new global regulations to have emerged in recent years? No, but there will no doubt be ever greater pressure from leading global jurisdictions and bodies to bring the country into line. Irene Lee, Business Development Director, Intermediary and Partnership at wealth management advisory and corporate services firm Hawksford, told delegates at the Hubbis Vietnam Wealth Management Forum they must be aware of the need for compliance.

Leonteq: Structured Products for the Vietnam Wealth Management Market
Xavier Burkhardt, executive director at Leonteq, told delegates how firmly he believes SPs can help investors cope with a variety of mainstream financial market conditions, as they can be tailored to suit their individual investor outlooks on the markets, whether positive, negative, or neutral.

Wealth Management Relationships: Building and Expanding in the Digital Age
David MacDonald, Head of Learning Solutions at Hubbis, believes relationship managers and client-facing wealth management professionals must tune in carefully and thoughtfully to their high net worth customers from a dedicated and highly client-centric perspective. Failure to do so will result in obsolescence at worst or diminished business potential at best. 

Where Next? Tax Implications of Residence Planning for Asia’s HNW families
Pierre Vanrenterghem, Manager for South East Asia at Rosemont International is an expert in advising high-net-worth individuals (HNWIs) and their families on the tax implications of their residence and possibly citizenship outside their countries of origin. Whether it is income tax, an assets tax, or inheritance tax, there are challenges and there are solutions, he told the audience at the Hubbis Vietnam Wealth Management Forum.

Opening Doors to a World of Alternative Residence and Citizenship Options
Sylvie Ma, Managing Partner, Henley & Partners, expanded on her introductory comments from earlier in the Forum during a detailed Workshop presentation, in which she analysed how the increase in demand for alternative residence and citizenship is now driving thousands of individuals to investment migration programmes each year. She highlighted the preferred alternatives that Henley currently promotes, in Europe, in Asia-Pacific and in exotic locations such as the Caribbean.