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
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
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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
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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
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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
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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
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Active investing on the rocky path of US-China relations
Wendy Chen, Senior Investment Analyst, GAM Investments
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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
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Article - Citadel Pay’s CEO Syaiful Riezal Ahmad Surveys Malaysia’s Evolving Digital Wealth Space
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