Shangri-La Jakarta,Indonesia

Hubbis is delighted to have successfully hosted our 10th annual Indonesian Wealth Management Forum on July 6 in Jakarta.

The agenda was designed to include presentations and panel discussions – to look at where the market is at today, the opportunities and challenges it faces, and where it needs to go to move it to the next level. The event represented an unprecedented opportunity to hear from more than 15 local and international speakers who are experts in this space. The event featured 4 Presentation, 4 Panel Discussions and one Head-to-Head Q&A.

What are the main opportunities that will continue to drive growth in wealth management in Indonesia? What are the key challenges to building profitable businesses? Is regulation helping or hindering? Is there enough local talent? Is the capability of technology solutions understood and is digital transformation taking place? Is the best strategy to be independent, or for local firms to partner with international names? What will the industry look like in the next five to 10 years?

These and other seminal matters were considered in some detail by our learned group of speakers. The event was exclusively designed for CEOs, senior management, product gatekeepers and business unit heads across technology, compliance, operations, risk and advisory – from the leading international and local Private Banks, Asset Management Companies, Retail Banks, IFAs, Family Offices, Insurance Companies, and Independent Wealth Management Firms.

A special thanks to our sponsors, who were: Henley & Partners, Intellect Design Arena, British and Malayan Trustees Limited, Janus Henderson Investors.

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 [email protected].

Content Highlights

Content summary

Panel Discussions 

Panel discussion - Positioning for and embracing growth in the post-pandemic world

Standard Chartered’s Indonesia Head of Wealth on Delivering a Digitised Model Fit for the Future
Meru Arumdalu, Head of Wealth Management, Standard Chartered Bank

Indonesia’s Rapid Investment Democratisation and Rising Competition in the Wealth Management Market
Ivan Jaya, Investment Head, Commonwealth Bank


Panel discussion – The Tools and Strategies required to secure your clients legacy for the next Generation


Panel discussion - Investment Themes and Strategies for the year

Prudential Indonesia’s CIO on the Need to Access Diversified Investments
Novi Imelda, Chief Investment Officer, Prudential Indonesia

Indonesian Asset Management Expert Antony Dirga calls for Great Investment Market Diversity
Antony Dirga, President Director, Trimegah Asset Management

Pinnacle Investment CEO Calls for Greater Diversity in Indonesia’s Investment Market
Guntur Putra, Co-Founder & CEO, Pinnacle Investment


Panel Discussion - Sustainable Wealth Management – finding, training, and retaining the right talent

Sustainable Wealth Management – finding, training, and retaining the right talent
Samdarshi Sumit, President Director & CEO, PFI Mega Life Insurance


Head-to-Head Q&A with Banesh Prabhu
Banesh Prabhu, Chief Executive Officer, Intellect SEEC - Insurance, Wealth & Capital Markets, Intellect Design Arena



Citizenship and Residency – A look at Opportunities and Trends for the year ahead
Ian Horsburgh, 
Country Head of Indonesia, Henley & Partners
View video of presentation
Article - Citizenship and Residency – A look at Opportunities and Trends for the year ahead


The Science and Art of Reimagining Wealth Management
Banesh Prabhu, Chief Executive Officer - Intellect SEEC - Insurance, Wealth & Capital Markets, Intellect Design Arena
View video of presentation
Article - Wealth Management Reimagined – Observations & Insights on Future-Proofing the Model


War, Inflation and What’s next?
Andrew Hendry, Head of Distribution, Asia, Janus Henderson Investors
View video of presentation
Article - Why Healthcare offers such a Compelling Investment Opportunity for Private Clients in Asia


Trends in Wealth Planning and Succession
Irene Lee, Business Development Director, British and Malayan Trustees Limited
View video of presentation