• What are the key drivers for growing wealth management in Thailand?
  
• Where are the biggest opportunities - and challenges?
  
• What is the potential for Thailand to develop as a regional wealth management hub?
  
• As Thailand'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 Thai 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 Thai firms best service clients as they look to invest in overseas markets?
  
• What might hold the local market back?
  

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Cholathee Pornrojnangkool
First Senior Vice President, Wealth Division
Siam Commercial Bank

Rinjai Chakornpipat
Senior Executive Vice President, Private Wealth Management
Maybank Kim Eng Securities

Philipp Piaz
Partner
Finaport

Nigel Rivers
Global Head of Private Clients
TMF Group

• 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 Thailand 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 Thai 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 Thailand?
  

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Teera Phutrakul
Founder, JT Financial Planners
Chairman, Thai Financial Planners Association

Lalitphat Toranavikrai
Head of Private Banking, Retail Banking Group
Siam Commercial Bank

Shanker Iyer
Founder & Chairman
Iyer Practice Advisers, Singapore & Hong Kong

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

Nigel Rivers
Global Head of Private Clients
TMF Group

Shanker Iyer
Founder & Chairman
Iyer Practice Advisers, Singapore & Hong Kong

• Overview of Labuan International Business and Financial Centre
  
• Wealth management vehicles - Labuan Special Trust, Labuan Trusts, and Labuan Foundations
  

• What will be the big trends in Thai 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 Thailand? How are you positioning your business to address these?
  
• There is a move internationally towards more guided architecture - what does this mean for Thailand 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

Andrew Crooke
Editor
Hubbis

Panel members

Sujaree Junsawang
Country Head, Thailand
Aberdeen Asset Management Asia

Swee Meng Mok
Senior Vice President, Head of Wealth Management
Aira Securities

Pote Harinasuta
Senior Executive Vice President of Private & Institutional Business
SCB Asset Management

Jackie Choy
ETF Strategist, Asia
Morningstar

• Strategic beta defined
  
• Why do we care about this category?
  
• What is our goal?
  

• What are the key investment themes for the rest of 2014 and into 2015?
  
• Where are clients putting their money at the moment?
  
• Product differentiation - what do investors want?
  
• Is there more interest in genuine diversification?
  
• How can investors more effectively diversify their portfolios?
  
• What is the potential for new asset classes, and new share classes to give investors a wider set of options?
  
• Assessing the role and suitability in Thailand of ETFs, structured products and other market access products?
  
• How will product structures and offerings evolve?
  
• Where are the biggest gaps between overseas markets and Thailand in terms of the product offering?
  
• To what extent does regulation need to evolve in terms of the product offering?
  
• How might global market events impact Thai investments and opportunities in 2014?
  

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Don Charnsupharindr
Retail Banking Product Head
Citi

Sutthisit Jamdee
Head of Financial Product Department
Kasikorn Securities

James Dougall
Managing Director
Secure Wealth Management

Jackie Choy
ETF Strategist, Asia
Morningstar

Allen Vincent
Chief Operating Officer
Allocated Bullion Solutions

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

• What if your clients were grouped automatically based on their behaviours in investor circles that helps your relationship managers better understand your clients' needs and interests?
  
• What if your clients could see how the latest news affects their portfolio and your relationship managers get at-a-glance information to better advise your clients to perform better?
  
• What if the very same mobile application recommends investment products that are tailored to your clients' behaviour and needs?
  
• But "what if" is yesterday's talk - digital banking is needed today
  

• What is the role of technology within Thai 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 Thailand?
  
• 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 Thai 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

Andrew Crooke
Editor
Hubbis

Panel members

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

Frank Maltais
Managing Director, Asia Pacific
Princeton Financial Systems

RN Nagaraj Prasadh
Country Head, Thailand
Polaris FT

Michael Stanhope
Founder, Chief Executive Officer
Hubbis

Michael Stanhope
Founder, Chief Executive Officer
Hubbis

• Why you must stand out from your competitors in today's competitive, dynamic and challenging world of wealth management?
  
• Why customer loyalty is the only true sustainable competitive advantage
  
• Why you must act now to keep up with changing customer behaviour and demographics that are make many more wealthy individuals - as well as the next generation - open to electronic DIY solutions
  
• The importance of relevant, contextual, multi-channel interactions
  

David MacDonald
Managing Director, Head of Learning Solutions
Hubbis

• The competencies and behaviours needed to facilitate client buying decisions
  
• Logical, fact-based, product-centric discussions are not the way!
  

• Is there a lack of real advice in Thailand? How can this be changed / improved?
  
• To what extent does Thailand need to review the distribution process?
  
• Is there too much churning in wealth management in Thailand? 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

Andrew Crooke
Editor
Hubbis

Panel members

Vorayut Vorasubin
Assistant Managing Director, Head of Private Wealth Management
Phatra Securities

Paul Gambles
Managing Partner
MBMG Group

Trevor Keidan
Chief Executive
Infinity Financial Solutions Ltd Hong Kong

David MacDonald
Managing Director, Head of Learning Solutions
Hubbis