Michael Stanhope
Chief Executive Officer
Hubbis

• What are the key drivers for growing wealth management in Indonesia?
• Where are the biggest opportunities - and challenges?
• What is the potential for Indonesia to develop as a regional wealth management hub?
• As Indonesia's significance in wealth management continues to increase - how should the regulators help facilitate the industry's further development into a centre of excellence?
• How can Indonesian banks grow their footprint in Asia? Are there any success stories to date?
• What investments in their platform and technology are institutions making to support and achieve their growth objectives?
• How can Indonesian firms best service clients as they look to invest in overseas markets?
• What might hold the local market back?

Chair

Michael Stanhope
Chief Executive Officer
Hubbis

Panel members

Bambang Simon Simarno
Executive Director and Head Wealth Management, Priority International Banking, Indonesia
Standard Chartered Bank

Ivan Jaya
Head, Wealth Management, Indonesia
Citibank

Jake Wallis
President Director
Imperium Capital Indonesia

David Gormley
Deputy Chairman
NISP Asset Management

Maikel Sajangbati
Chief Executive Officer & Founder
MCI

Nigel Rivers
Global Head of Private Clients
TMF Group

• With the growth of private wealth, it is important to consider the best methods to maximise its preservation and planning for future generations
• There are various wealth planning tools that are available to achieve effective wealth and succession planning objectives
• Two of these planning tools are: Trusts; and Life Insurance Policies (universal and asset wrap)
• Often seen as competitors; are they friends or foe?

Juerg Steffen
Managing Partner, Singapore
Henley & Partners

• Reasons why wealthy people relocate
  
• Reasons for an alternative citizenship
  
• Current developments in investor immigration and alternative citizenship
  

• How can institutions create the right culture and commitment to service families' best?
• What is the connectivity between the business and family in terms of wealth management needs?
• How can you manage the different risk profiles between the business and the family?
• How can you provide relevant access to capital markets / other investment opportunities?
• What are the lending needs and options?
• What are the issues wealthy individuals & families in Indonesia should consider with regard to legacy, estate & succession planning, and tax planning?
• How can HNW and UHNW individuals structure their wealth from a tax perspective?
• How can they preserve wealth from one generation to the next?
• How do families retain wealth when the patriarch dies?
• How should families think about governance and structure of the family wealth?
• When they buy overseas property how should it be structured? What are the implications and impact in different countries?
• To what extent is citizenship increasingly important to Indonesian clients?
• What is the strategic value to banks and other providers of offering wealth planning-related products and services such as fiduciary structures and long-term planning solutions?
• When and how is it appropriate to engage product and service providers?
• What is the opportunity for wealth managers offering family office services in Indonesia?

Chair

Michael Stanhope
Chief Executive Officer
Hubbis

Panel members

Robin Amacher
Head of Business Development
Swiss Life

Nigel Rivers
Global Head of Private Clients
TMF Group

Juerg Steffen
Managing Partner, Singapore
Henley & Partners

Marcus Hinkley
Group Partner, Private Client, Singapore Office
Collas Crill

Michael Pfaar
Partner, Asia Pacific Leader - Deloitte Private
Deloitte & Touche

Irene Lee
Business Development
Heritage Trust Group

A "live" Q&A on stage - to cover:

• In dealing with regulatory and compliance issues today - why are wealth managers finding it so difficult dealing with offshore companies?
  
• How are some of these challenges going to develop?
  
• Regulation of corporate service providers
  
• What are the implications for the new EOI regime?
  

Nur Hasan Kurniawan
Chief of Employee Benefits
Manulife Indonesia

• Strategies, opportunities, challenges and solutions in Indonesia

• What are the challenges and opportunities for the insurance industry in 2014 and beyond?
• Where do you expect the biggest game-changers to come from?
• How is the role of insurance companies and products changing within Indonesian wealth management?
• How is the mix between the different distribution channels developing - IFAs, brokers, banks, agency forces, etc? How are models likely to evolve in the next few years?
• What is required to increase standards and levels of competency within the industry overall?
• How are you positioning your business to address these?
• Is there under-protection in Indonesia?
• How should insurance products be viewed, and used, appropriately within a wealth management context?
• What product developments are on the horizon / needed?
• What are the opportunities for product manufacturers as the distribution channels evolve?
• Does current regulation go far enough in terms of transparency and disclosure around fees? Where next?
• What is required to service the next generation and respond to the need for distribution across multiple channels?
• To what extent is the use of technology essential going forward?

Chair

Michael Stanhope
Chief Executive Officer
Hubbis

Panel members

Chris Bendl
Chief Executive Officer & President Director
Manulife Indonesia

Edy Tuhirman
Chief Executive Officer
Asuransi Jiwa Generali Indonesia

Asri Natanegeri
Wealth Management - Bancassurance, Indonesia
DBS Bank

Dr Haji Abdul Aziz bin Hassan
Founder, Aziz Hassan & Co, Advocates & Solicitors
Islamic Wealth Management Specialist, Labuan IBFC Inc

• Wealth preservation vs wealth distribution?
• Family governance - what it is and why is it important in wealth preservation?
• Wealth preservation structures: English law trusts vs Labuan Foundation

Bert-Jan Van Essen
Co-Founder, Managing Director
Dragon Wealth

• Investor behaviour is changing towards digital, and wealth managers are under pressure to deliver
• New technology enables wealth managers and their clients to make more confident investment decisions, increase sales and boost client loyalty by providing at-a-glance insight on investment behaviour, peer-group comparisons, products and investment information
• Banks should enable wealth managers and investors to access portfolio information, products, news and investor comparisons in and out the office through mobile phones or tablets
• Apps are the way to go for wealth managers who want a scalable option as it allows the introduction of digital technology to a small portion of their investors or their entire database
• As opposed to traditional IT, apps are instantly installed. Some are also mobile, integration-free and customisable to a company's business and brand

Carsten Rosenkranz
Financial & Risk Market Development Team
Thomson Reuters

A brief look at the requirements and expectations that come along with the wealth management opportunities in Indonesia and how effective and ongoing training of your staff will allow you to utilise them. We will provide an overview of the regulatory landscape and how training will ensure compliance as well as enhanced competitiveness.

• What will be the big trends in Indonesian asset management in the next 12 months? And over the next 3 to 5 years?
• Where do you expect the biggest game-changers to come from?
• What opportunities are expected from ASEAN fund passporting?
• What are the main challenges you foresee for the industry and wholesale distribution in Indonesia? How are you positioning your business to address these?
• There is a move internationally towards more guided architecture - what does this mean for Indonesia given the relatively narrow product offering?
• Is the asset management community launching enough products? And the right types of products?
• What are the effective ways to bring investment know-how and innovation to clients?
• What are the most effective ways to achieve differentiation by service, product, and in any other way?
• What are the struggles to sell and to select funds?
• What information do wealth management firms and product gatekeepers need to select the appropriate funds?
• How can the industry work better together to cater to investor appetite?

Chair

Michael Stanhope
Chief Executive Officer
Hubbis

Panel members

Soni Wibowo
Research Director
Bahana TCW Investment Management

Riki Frindos
Chief Executive Officer, Indonesia
Eastspring Investments

Rudy Ismail Bachtiar
Investment Product Head
Bank Internasional Indonesia

Peter Williams
Director, Structured Solutions
Leonteq Securities (Singapore) Pte Ltd

• Leonteq Securities - an introduction: next generation structured products
• Are you selecting the right equities? What are the best performing equity funds in 2014 invested in?
• Smart Data: real-time client driven analytics comparing short and long-term trends

• What is the role of technology within Indonesian wealth management?
• How important is the customer experience? And how can it be improved?
• What are the processes, systems and technologies involved in creating leading offerings in Indonesia?
• What will be the challenges in implementing them?
• How are today's technology and systems-related needs and priorities likely to evolve?
• How can the basic infrastructure be industrialised to enable firms to focus on the value-add?
• Can any aspects of the platform be automated?
• How are emerging technologies reshaping the way banks connect with customers?
• What are the key digital trends and how do they impact the Indonesian wealth management industry?
• What does it take to leverage technology to drive customer acquisition and retention across multiple distribution channels?
• How can wealth managers create a competitive advantage through investment in technology and data-driven insights about customers?
• How can social media facilitate personalised customer engagement? To what extent can you reach new markets using social channels?

Chair

Michael Stanhope
Chief Executive Officer
Hubbis

Panel members

Ajay Mathur
Vice President Director, Consumer Banking Head, Indonesia
ANZ

Rheza Karyanto
Head of Wealth Management Services and Product
Commonwealth Bank

Bert-Jan Van Essen
Co-Founder, Managing Director
Dragon Wealth

Frank Maltais
Managing Director, Asia Pacific
Princeton Financial Systems

Jason Hoang
Managing Director, Asia
IRESS

Andrei Borsaru
Global Technology Director, SCS
Thomson Reuters

• Is there a lack of real advice in Indonesia? How can this be changed / improved?
• To what extent does Indonesia need to review the distribution process?
• Is there too much churning in wealth management in Indonesia? How can you create a sustainable business?
• What is the best way to increase transparency over fees?
• What will it take for advisers to move it to the next level in terms of professionalism, quality of advice, product range and a fee-for-service model?
• How can you get advisers acting and behaving in the way you want, in terms of prospecting, managing clients, getting referrals, etc?
• What will it take to breed a bigger culture of learning among wealth managers?
• Can advisers make the shift from product to a more holistic offering?
• What are some of the most effective strategies to acquire clients? And then grow and retain them?
• What techniques do the best-performing advisers employ?
• How can you leverage your best performers? Especially to groom the next generation of talent?
• Given that deepening the talent pool remains a source of major concern and a big hurdle for industry players - what strategies do forward-thinking firms adopt?
• How can we get more capable, competent and enthusiastic young people to join this industry in the first place?

Chair

Michael Stanhope
Chief Executive Officer
Hubbis

Panel members

Steven Suryana
Senior Vice President and Head of Wealth Management, Indonesia
HSBC

Tri Djoko Santoso
Chairman
FPSB Indonesia

Vera Margaret
Wealth Management & Private Banking Product Group Head, Preferred, Private, Wealth Management & Consumer Liabilities
Bank CIMB Niaga

Arief Wana
Head of Sales
Ashmore Investment Management