VIETNAM WEALTH MANAGEMENT FORUM 2022

Le Meridien, Ho Chi Minh,Vietnam

Hubbis is delighted to have hosted our Vietnam Wealth Management Forum in November in Ho Chi Minh City on November 9. 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
     

Sincere thanks to our partners: Henley & Partners, Iress, VinaCapital, Comarch 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 – The Evolution of Wealth Management in Vietnam

VinaCapital’s Eric Levinson: a Brief Overview of the Evolution of Wealth Management in Vietnam and the World of Investments
Eric Levinson,
Head of Business Development, VinaCapital

Gauraw Srivastava, Managing Director at VNDirect, reviews the State of the Vietnam Wealth Market
Gauraw Srivastava, Managing Director, VNDirect

 

Panel discussion – What can be learned from more developed private wealth markets in Asia?

 

Panel discussion – How are clients engaging with investment opportunities today and how well is the wealth industry offering advice?

The Evolution of Vietnam’s Wealth Market, Investment Opportunities and Advice
Pramoth Rajendran,
Country Head of Wealth and Personal Banking, Vietnam, HSBC Bank

 

Panel discussion – The Road to Digital Transformation in Vietnam’s Wealth Management Market

The Road to Digital Transformation in Vietnam’s Wealth Management Market
Mukesh Pilania,
Head of Retail Digital Banking, Techcombank

 

Head-to-Head Q&A - Parida Leelaniramol

Comarch’s Southeast Asia Head of Sales on Future-Proofing Wealth Management in Vietnam through Digital Transformation
Parida Leelaniramol,
Sales Director, Comarch Capital Markets

 

Presentations 
 

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

 

Vietnam – Why Now & How Vietnam Can Decouple from Global Markets
Thu Nguyen, Head of Investment, Public Equities & Fixed Income, VinaCapital
View video of presentation
Article - The Investment Case for Vietnam and How it can Decouple from Global Markets

 

Customer-centricity in wealth management: what are the lessons learned
Grzegorz Prosowicz, Head of Consulting and Product Management, Comarch Capital Markets
View video of presentation
Article - Comarch’s Head of Consulting on Vietnam and the Journey to Customer-Centricity in Asia’s Wealth Management Markets

 

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
View video of presentation
Article - Key Lessons from the Evolution of Wealth Management in Asia in Delivering a Digital Wealth Platform in Vietnam

 

Key Tax Planning Considerations
Nam Nguyen, Managing Partner, Kreston
View video of presentation
Article - Key Tax Planning Considerations in Vietnam’s Wealth Management Markets