Andrew Crooke
Editor
Hubbis

• How is "wealth management" defined in Indonesia?
• What does the market look like at the moment?
• What is needed to transform the industry generally and take it to the next level?
• Is it possible to achieve this when taking into consideration the client appetite, product platform and regulatory framework?
• How do the most successful wealth management firms structure the offering in their banks?
• What type of wealth management model is most relevant and appropriate for different client segments?
• How can the industry evolve its current retail and affluent businesses towards a sustainable wealth management business?
• How can banks support the development of wealth management offerings with the right IT and infrastructure, including human resources?
• How are emerging technologies and processes reshaping the way firms connect with customers? How should online and mobile offerings be developed to drive the business to the next stage?
• How can firms operate mist effectively given the regulatory environment?

Chair

Andrew Crooke
Editor
Hubbis

Panel members

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

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

Maikel Sajangbati, CWM
Member, Board of Advisors, and Counsellor
Certified Wealth Managers- Association

Rian E. Kaslan
Executive Vice President, Head of Product, Service and Marketing
Commonwealth Bank

Ivan Jaya
Senior Vice President, Head of Retail Bank Segment Marketing, Indonesia
Citibank

Jay Jhaveri
Head of Business Development, Asia
Wealth-X

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

Ian Thompson
Business Development Manager, Asia Pacific
Sopra Banking Software

• Key developments in the Asian private wealth industry
• Growth challenges to the Asian wealth management market
• A fully integrated front-to-back approach to scaling up the wealth management business

Martin Frick
Head APAC
Assentis Technologies

• Business needs and trends
• A live demo - how it works in practice

• What are the general expectations and requirements of Indonesian clients with their onshore wealth? To what extent is this changing, or likely to develop?
• How can banks differentiate their offerings - especially given the limited product shelf?
• What are the component parts of getting a wealth management platform right?
• What is the real differentiator - product, systems, process, people or culture?
• How can you engage your staff, enhance the client experience and make more revenue?
• Can wealth management firms realistically establish a wide distribution platform and forge links with offshore players to offer a diversified offering and maximise the profitability of their business?
• What technology is needed to provide an effective solution for clients?
• What financial planning, onboarding, investment analytics and other tools are needed?

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Torsten Linke
Managing Director, Head of Relationship Management, South-east Asia
Standard Chartered Private Bank

Jake Wallis
Country Manager
Imperium Capital

Andrew Au
Chief Executive Officer
AG Delta

Ian Thompson
Business Development Manager, Asia Pacific
Sopra Banking Software

Daniel Kennedy
Regional Solutions Manager, Asia
DST Global Solutions

Salman Haider
Managing Director, Head of South-east Asia
J.P. Morgan Private Wealth Management

Angelo Venardos
Chief Executive Officer
Heritage Trust Group

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

• What type of wealth planning-related advice is appropriate - and compliant - for Asian clients in today-s increasingly regulated world?
• What trends are there in terms of which are the preferred trust structures for Asian clients? What is driving these structuring decisions and preferences?
• Given the number of jurisdictions in which you can set up a trust structure, does it make any difference where you set one up?
• What questions do advisers need to ask Asian clients to know what is best-suited to them?
• What do you see are the 3 major legal / regulatory issues at the moment for wealth planning in Asia?
• What 3 estate planning products do you see being used over the next 5 years in Asia?
• Over the next 5 years, which 3 wealth management centres will be at the forefront and why?

Chua Wei Min
Director
ZICOlaw Trust Limited

Dr Aida Othman
Partner
Director, ZICOlaw Shariah

• Labuan IBFC: laws, taxation, confidentiality and uses
• Labuan Trust & Labuan Foundations
• Shariah compliance in the Labuan legal framework
• Labuan Islamic Trust & Labuan Islamic Foundation

• What can be done to expand the product range in Indonesia and help the domestic market grow further?
• Where is the biggest demand among clients?
• To what extent should regulation evolve in terms of the product offering?
• How can banks improve the offering in terms of products and services - in the absence of a wider set of investment products?
• How can the market cater effectively to wealthy Indonesians via asset allocation and diversification?
• How can advisers better set expectations, and what is reasonable in terms of market returns?

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Sonny Wahyubrata
Executive Vice President, Product Management Head
Bank Danamon

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

Lorraine Ratulangi
Investment and Treasury Product Head
Citi

Bambang Simon Simarno
Senior Vice President, Deposit, Investment & Insurance Head
UOB Indonesia

Garry Frenklah
Co-Founder, Chief Executive Officer
Real Assets Exchange

Rheza Karyanto
Head of Investment, Bancassurance, and Treasury Products
Commonwealth Bank

Marcus Hinkley
Group Partner, Head of Singapore Office
Collas Crill

Arne Hilke
Research Analyst
Morningstar Asia

• Does fund selection matter?
• How Morningstar uses five pillars of analysis when evaluating funds.
• Looking under the hood: what top-performing funds have in common

• Where the biggest opportunities and challenges in the insurance sector in Indonesia?
• What needs to be done to expand the range of products and solutions?
• Where is the demand among clients?
• How can the distribution model evolve?
• Where is the biggest need for developing the service offering in the insurance space?

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Oemin Handajanto
President Director
Zurich Topas Life

Tri Djoko Santoso
Chairman
FPSB Indonesia

Calvin Foo
Asia Regional Head, Financial Advisory, Worksite Marketing & High Net Worth Development
Manulife Financial

Warren Lim
Chief Executive Officer
Finexis Advisory

Bert Paterson
President Director
Sun Life Financial

Edy Tuhirman
Chief Executive Officer
Asuransi Jiwa Generali Indonesia

Maikel Sajangbati, CWM
Member, Board of Advisors, and Counsellor
Certified Wealth Managers' Association

• The current state of competency among wealth managers in Indonesia
• The core skills & knowledge required for success
• Market trends in learning & development
• The global role of the Certified Wealth Managers Association (CWMA)
• CWMA's activities and benefits
• Forging strategic alliances

• What does it take to be committed to growing a wealth management business until firms can make a profit?
• What challenges does the industry face in up-skilling advisers? And what challenges do individual firms face in getting their staff engaged in learning?
• What are the skills & competencies required for RMs to be successful?
• What does it take to deal with existing clients and prospects - including both new-to-bank-clients and upgrading clients?
• What is the best approach to overcoming resistance to learning & development?
• What are the pitfalls for the industry as a whole - and for individual advisers - of not taking training seriously enough?
• What are the industry best practices in more developed wealth management markets in Asia, especially Hong Kong and Singapore?
• How can firms encourage RMs to provide a good long-term service to attract and retain clients - not just target AUM?

Chair

Andrew Crooke
Editor
Hubbis

Panel members

Noor Quek
Founder / Managing Director
NQ International

Philippe Legrand
Chief Executive Officer
London and Capital Asia

Eddie Lim
Consultant, Risk Advisory
BDO

Richard Piliero
Regional Executive
Finaport

Cliff Go
Chief Executive Officer
Swaen Capital