MALAYSIA WEALTH MANAGEMENT FORUM 2023

Hilton Kuala Lumpur,Malaysia

Hubbis is delighted to have hosted a very successful inaugural MALAYSIA WEALTH MANAGEMENT FORUM 2023 on Wednesday 12th April in Malaysia.

Thanks to our exclusive partner: Comarch Capital Markets, Henley & Partners, Citadel Group, GAM Investments, Premia Partners, SIX, Synpulse, additiv, Alta, FNZ, Helicap, Janus Henderson Investors and Wealtra.

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

Photos
Content summary
 

Panel Discussions 

Panel Discussion - What are the issues Effecting HNW and UHNW Clients in Malaysia

Article - Nor Fazlina Binti Mohd Ghouse speaks on the Key Current Issues Affecting HNW and UHNW Clients in Malaysia
Nor Fazlina Binti Mohd Ghouse, Chief Executive Officer, Maybank Trustees

Article - Experts Review the Key Current Issues Affecting HNW and UHNW Clients in Malaysia
Tan Woon Hum,
Partner, Head of Trust, Asset & Wealth Management Practice, Shook Lin & Bok

 

Panel Discussion - How to evolve the Platform and Proposition

Article - Evolving the Platform and Proposition – Malaysian Wealth Management Expert Opines
Calvin Goon,
Head of Wealth Management, Affin Bank

 

Panel Discussion - Curating winning client portfolios following a difficult year

Article - Malaysian Wealth Management – Curating Winning Client Portfolios amidst Uncertain and Difficult Conditions
Rossen Djounov,
Managing Director, Head of Asia, GAM Investments

 

Q&A

Head-to-Head Q&A - Comarch Capital Markets

Article - Comarch’s Regional Head on Delivering Digital Transformation to Wealth Management Leaders
Krzysztof Maurer,
Managing Director - Thailand, Comarch

 

Presentations

Wealth as a Service: Looking far beyond the “Crazy Rich Asians”
Yash Shah, Partner, Synpulse
View video of presentation
Article - Synpulse’s Yash Shah on ‘Wealth as a Service’ and Optimising the Potential in Asia’s Booming Mass Affluent Market

 

Citizenship and Residency – Opportunities and Trends in the year ahead
Rory McDaid, Director - Private Clients, Henley & Partners
View video of presentation
Article - Citizenship and Residency — Opportunities and Trends Ahead for Asia’s Wealthy Seeking Domicile Diversification

 

Maximizing Returns through Efficient Post-Trading Services: Strategies for Wealth Managers
Lukas Conrad, Regional Head Securities Services APAC, SIX
View video of presentation
Article - Maximizing Returns through Efficient Post-Trading Services: Strategies for Wealth Managers

 

The growth of digital wealth management
Victor Wongsonegoro, Head of Sales Asia Pacific, additiv
View video of presentation
Article - Head of Sales for APAC at additiv Surveys the Rise of Digital Wealth Management and Embedded Finance in Asia

 

Customer-centricity in wealth management: our lessons learned
Grzegorz Prosowicz, Head of Consulting and Product Management, Comarch Capital Markets
View video of presentation
Article - Customer-centricity in Wealth Management: Comarch Expert on Lessons Learned for Asia

 

China reopening and framing for 2023 opportunities in China & ASEAN
Laura Lui, Partner, Co-Chief Investment Officer, Premia Partners
View video of presentation

 

Active investing on the rocky path of US-China relations
Wendy Chen, Senior Investment Analyst, GAM Investments
View video of presentation
Article - The Value of Active Strategies for Investing in China Amidst the Ongoing Rocky Path of China-US Relationship

 

CitadelPay and the evolving digital wealth space
Syaiful Riezal Ahmad, Director & CEO, Citadel Pay
View video of presentation
Article - Citadel Pay’s CEO  Syaiful Riezal Ahmad Surveys Malaysia’s Evolving Digital Wealth Space