Andrew Crooke
Editor
Hubbis

• Where is the wealth management industry at in Malaysia?
• How is the domestic regulatory environment developing in relation to wealth management and private banking?
• What more can be done to further “clean” the market?
• What is the potential for fee-based models? Would this be a good thing?
• New product trends and developments – what's needed and what's next?
• What needs to be done to reduce HNW Malaysian investors from having their wealth managed offshore?

Chair

Andrew Crooke
Editor
Hubbis

Panel Members

Ronnie Lim
Head, Consumer Banking
Alliance Bank Malaysia

Choong Wai Hong
Head of High Networth and Affluent Banking
Maybank

Robert Foo
Managing Director, MyFP Services
Member of the Board of Governors, Financial Planning Association of Malaysia

Paul Khoo
Chief Executive Officer
Standard Financial Planner

Michael Stanhope
Chief Executive Officer
Hubbis

Jonathan Lee
Vice President, Investment Solutions
CIMB Private Banking

• How can FX reduce volatility in your portfolio?
• How to use currency investments to balance your portfolio

Anson Chow
Representative, db-X, Asia
Deutsche Bank

• ETF market trends
• Assessing investment vehicles and replication techniques – pros and cons of different wrappers
• Considerations of legal constraints
• Considerations of liquidity constraints
• Considerations of tax constraints

Xav Feng
Head of Asia Pacific Research, Lipper
Thomson Reuters

• UCITs fund sales cross border
• Global fund flows and movement
• The next global fund trend

Chan Ahn
Head of Equity Derivatives Structuring, Asia ex Japan
JPMorgan

• Case for cross-asset hedging and using volatility as a cross-asset hedging tool
• Hedging equities and other asset classes
• How to set up a cross-asset hedge
• Advantages and trade-offs of cross-asset hedging
• Dealing with the trade-offs of cross-asset hedging

Nigel Rivers
Managing Director, Hong Kong, and Regional Director of Private Clients, Asia Pacific
TMF Group

• Why wealth planning matters
• Why everyone should plan
• What can go wrong if they don't plan
• What are the common wealth planning tools and how to use them effectively
• How to implement wealth planning in practice – and what are the challenges to address

• What are the key trends and emerging issues in wealth planning in Malaysia today?
• To what extent is inter-generational wealth transfer influencing how HNW clients are thinking about how they manage and plan their wealth?
• What new solutions are suitable given the need to tackle issues relating to family businesses and succession planning?
• Myth-busting – what common misconceptions about wealth planning need to be addressed to encourage more proactive conversations between advisers and clients?
• What creates value for clients and bankers?
• Can clients really engage and prepare the next generation?
• To what extent will the increasingly-complex tax, cross-border and wealth planning issues that clients face drive a wedge between firms who offer the right solutions, and those which do not?
• How do you expect the market for wealth planning to evolve in 2012 and beyond?

Chair

Andrew Crooke
Editor
Hubbis

Panel Members

Carolyn Leng
Head of Private Banking
CIMB Private Banking

Joshua Lim
Head of Wealth
AmBank Group

Alvin Yap
Principal Consultant & Managing Director
AD Financial

Nigel Rivers
Managing Director, Hong Kong, and Regional Director of Private Clients, Asia Pacific
TMF Group

Sunny Ng
Director of Fund Research, Asia
Morningstar

• Human capital implications on asset allocation
• Managing human capital risk
• Liability-driven investing

Tan Beng Wah
Chief Executive Officer
CIMB Wealth Advisors

• The most common misconception about investments among customers
• The need to educate customers to have the right expectations
• The right approach to managing customers’ expectations

• How can wealth management firms differentiate their offerings given increasing competition and challenges of tougher regulation?
• Are firms really prepared to make the required commitment to growing a wealth management business until they can make a profit, given this will likely take many years?
• What are the component parts of getting your value proposition and client experience right?
• What is the real differentiator – product, systems, process, people or culture?
• What technology is needed to provide an effective solution for clients?
• What are the industry best practices in more developed wealth management markets in Asia, especially Hong Kong and Singapore, and globally?
• What are the processes, systems and technology involved in creating leading offerings in these markets?
• Where are the biggest gaps between overseas markets and Malaysia in terms of the product offering?
• What lessons can be applied in the Malaysian context?

Chair

Andrew Crooke
Editor
Hubbis

Panel Members

Tan Beng Wah
Chief Executive Officer
CIMB Wealth Advisors

Anthony Siau
Head, Strategic Business & Market Development
RHB Investment Management

Dr Fred Davies
CEO and Chairman
Insa Software

Reto Merazzi
Managing Director and Head of Technology Solutions
Hubbis

Mykolas Rambus
Chief Executive Officer
Wealth-X

Kee Cha Au
Head, Consumer Banking, Investments
Alliance Bank Malaysia

David MacDonald
Managing Director and Head of Consulting & Learning Solutions
Hubbis

• The challenges we face in growing our business
• Being different, being professional, being strategic
• Developing a sales strategy – routes to market
• Developing a sales plan – turning thinking into action
• Developing existing client relationships – gaining quality referrals
• Developing networks through centres of influence

Reto Merazzi
Managing Director and Head of Technology Solutions
Hubbis

• What do technology platforms at the world's biggest and best private banks look like?
• What are the components of a high-quality, reliable and efficient technology platform - from front to back?
• How can you put this into practice?
• Common implementation challenges - and how to address them
• Why technology is critical to your future success