Hubbis is delighted to have hosted our Vietnam Wealth Management Forum in November in Ho Chi Minh City.

These are some of the topics covered at the event:

  • The Evolution of Wealth Management in Vietnam
  • Citizenship and Residency – Opportunities and Trends for the year ahead
  • What can we learn from developed private wealth markets in Asia?
  • Vietnam – Why Now & How Vietnam Can Decouple from Global Markets
  • How are clients engaging investment opportunities today?
  • Customer-centricity in wealth management: lessons learned
  • How are firms accelerating their digital transformation?
  • What lessons could we learn from the evolution of wealth management in Asia in the design and delivery of a digital-led wealth platform in Vietnam?
  • Key Tax Planning Considerations

 

Thanks to our partners: Henley & Partners, IRESS, VinaCapital, Comarch and Wealtra

Nov 9

VIETNAM WEALTH MANAGEMENT FORUM 2022

Le Meridien, Ho Chi Minh, Vietnam

Featured Partners
All Partners

A community of leading organisations within Asian Wealth Management

Featured speakers
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Senior figures in Asian Wealth Management are speaking at this event

Ngo Thu Phuong

VietinBank

Thu Nguyen

VinaCapital

Grzegorz Prosowicz

Comarch Capital Markets

Huy Nghiem

Finhay

Jacky Poh

Henley & Partners

Gauraw Srivastava

VNDirect

Nam Nguyen

Kreston

Pramoth Rajendran

HSBC Bank

Why you should attend Hubbis events

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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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Event Agenda
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  • 8.30am

    Registration

  • 8.55am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.00am

    Panel Discussion - in partnership with VinaCapital

    The Evolution of Wealth Management in Vietnam

    • What is your vision for wealth management in Vietnam?
    • What growth potential lies ahead?
    • How is the client base evolving, and how are clients’ needs and expectations developing?
    • What are the challenges to further growth?

    Chair

    Eric Levinson

    Head of Business Development

    VinaCapital

    Speakers

    Gauraw Srivastava

    Managing Director

    VNDirect

    Ngo Thu Phuong

    Head of Retail Product Development Retal Banking Division

    VietinBank

  • 9.30am

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

    Jacky Poh

    Deputy Head Southeast Asia

    Henley & Partners

    • Alternative residences or citizenships in times of Political Uncertainty
    • Domicile diversification – a new asset class
    • An Introduction to Henley & Partners Education Service
  • 9.45am

    Panel Discussion - in partnership with Henley & Partners

    What can we learn from developed private wealth markets in Asia?

    • What are the ‘real’ challenges that UHNW clients face today?
    • As client’s wealth grows – how can we build a compelling local market proposition?
    • How can you structure a local private bank, so you offer value to clients beyond investments?
    • What do UHNW clients actually want from a private wealth manager?
    • How have regional wealth centres developed and what do they offer wealthy families?
    • What is a Family Office and what other structures exist for investment and wealth transfer?

    Chair

    Jacky Poh

    Deputy Head Southeast Asia

    Henley & Partners

    Speakers

    Carolyn Leng

    Managing Director

    Bordier & Cie

    Bao Nguyen

    Founder & Managing Partner

    Vietnam Capital Advisors

    Hanzhi Ding

    CEO and CIO

    BIL

  • 10.15am

    Presentation - Vietnam – Why Now & How Vietnam Can Decouple from Global Markets

    Thu Nguyen

    Head of Investment, Public Equities & Fixed Income

    VinaCapital

    • Strong economy and benign inflation
    • Urbanization and emerging middle class to drive market in next 10 years
    • Attractive valuation, opportunities for active investors
  • 10.30am

    Panel Discussion - in partnership with VinaCapital

    How are clients engaging investment opportunities today?

    • How is the investment proposition developing? How can we add more depth and sophistication?
    • What investment products do clients want?
    • How has the mutual funds industry developed and what’s next?
    • What are the challenges to moving this forward?
    • What must distributors do to embrace this opportunity?
    • Is it realistic to offer ‘advice’ to clients in Vietnam?

    Chair

    Eric Levinson

    Head of Business Development

    VinaCapital

    Speakers

    Pramoth Rajendran

    Country Head of Wealth and Personal Banking - Vietnam

    HSBC Bank

    Le Quang Vu

    Founder & CEO

    C99 Capital

  • 11.00am

    Refreshment & Networking

  • 11.30am

    Presentation - Customer-centricity in wealth management: lessons learned

    Grzegorz Prosowicz

    Head of Consulting and Product Management

    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 Vietnam 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

    Panel Discussion

    How are firms accelerating their digital transformation?

    • It’s a young and digitally savvy population – but older people have the majority of wealth. So how is the opportunity evolving?
    • How do you use technology today?
    • What does digitalization mean to you and your firm?
    • Where are you up to in this journey?
    • What is coming next in the world of digital technologies and services that will further enhance the wealth management offering, and how can those improve the proposition?
    • How do wealth managers make the right decisions, firstly on what areas to focus on, and then which solutions to adopt and which technology partners to work with?
    • What progress are Digital Wealth Managers making? Are they challenging traditional wealth firms?

    Chair

    Brook Taylor

    Chief Executive Officer - Asset Management

    VinaCapital

    Speakers

    Huy Nghiem

    Founder & CEO

    Finhay

    Mukesh Pilania

    Head of Retail Digital Banking

    Techcombank

    Le Quang Huy

    Director, Digital Transformation

    PwC

  • 12.30pm

    Presentation - What lessons could we learn from the evolution of wealth management in Asia in the design and delivery of a digital-led wealth platform in Vietnam?

    Eric Kuah

    Head of Business Development - Asia

    IRESS

    • As Asia evolves from the traditional RM-led advisory model into a Digital-led model, what are some of the lessons we can draw as we zero in on Vietnam's young and dynamic wealth management landscape?
    • What are the products and delivery channels that would allow us to capitalise and seize the opportunities in Vietnam? Is the RM model obsolete?
    • What are some of the considerations in terms of an operating model for a digital wealth platform? How does the client's digital journey look like? What are some of the digital capabilities to build for differentiation and what components do we rent for enhanced operating leverage?
  • 12.45pm

    Presentation - Key Tax Planning Considerations

    Nam Nguyen

    Managing Partner

    Kreston

    • Trends in Vietnam
    • What you/your business needs
    • Wealth management & estate planning
    • Key tax planning considerations
    • How advisors add value
  • 13.00pm

    Lunch

  • 14.00pm

    Forum End

Nov 9

VIETNAM WEALTH MANAGEMENT FORUM 2022

Le Meridien, Ho Chi Minh,Vietnam

Speakers

Ngo Thu Phuong

VietinBank

Thu Nguyen

VinaCapital

Grzegorz Prosowicz

Comarch Capital Markets

Huy Nghiem

Finhay

Jacky Poh

Henley & Partners

Gauraw Srivastava

VNDirect

Nam Nguyen

Kreston

Pramoth Rajendran

HSBC Bank

Brook Taylor

VinaCapital

Carolyn Leng

Bordier & Cie

Bao Nguyen

Vietnam Capital Advisors

Eric Levinson

VinaCapital

Le Quang Huy

PwC

Hanzhi Ding

BIL

Parida Leelaniramol

Comarch Capital Markets

Le Quang Vu

C99 Capital

Eric Kuah

IRESS

Mukesh Pilania

Techcombank

Nov 9

VIETNAM WEALTH MANAGEMENT FORUM 2022

Le Meridien, Ho Chi Minh,Vietnam

Partners
Nov 9

VIETNAM WEALTH MANAGEMENT FORUM 2022

Le Meridien, Ho Chi Minh,Vietnam

Event Highlights

Hubbis is delighted to have hosted our Vietnam Wealth Management Forum in November in Ho Chi Minh City.

Thanks to our partners: Henley & PartnersIRESS, VinaCapital, Comarch and Wealtra

 

Content Highlights

Photos


Panel Discussions 

Panel discussion – The Evolution of Wealth Management in Vietnam

Panel discussion – What can we learn from developed private wealth markets in Asia?

Panel discussion – How are clients engaging investment opportunities today?

Panel discussion – How are firms accelerating their digital transformation?

 

Head-to-Head Q&A

Head-to-Head Q&A - Parida Leelaniramol

 

Presentations

Citizenship and Residency – the Opportunities and Trends for the year ahead
Jacky Poh, Deputy Head Southeast Asia, Henley & Partners
View video of presentation


Vietnam – Why Now & How Vietnam Can Decouple from Global Markets
Thu Nguyen,
Head of Investment, Public Equities and Fixed Income, VinaCapital
View video of presentation


Customer-centricity in wealth management: what are the lessons learned
Grzegorz Prosowicz, Ph. D, Head of Consulting and Product Management, Comarch Capital Markets
View video of presentation
 

What lessons could we learn from the evolution of wealth management in Asia in the design and delivery of a digital-led wealth platform in Vietnam?
Eric Kuah,
Head of Business Development, Iress Asia
View video of presentation
 

Key Tax Planning Considerations
Nam Nguyen,
Managing Partner, Kreston NNC
View video of presentation
 

Nov 9

VIETNAM WEALTH MANAGEMENT FORUM 2022

Le Meridien, Ho Chi Minh,Vietnam