We were delighted to host our 3rd annual Malaysian Wealth Management Forum 2013 in Kuala Lumpur in June 2013.
Around 340 senior management, product gatekeepers, heads of investment advisory, senior operations and compliance practitioners, and other key personnel within the leading domestic private banks, consumer banks, IFAs, insurance companies and other industry players attended. They heard the views of industry specialists from Malaysia and overseas on key aspects of the market – including how the industry is developing, opportunities and challenges, product offerings and trends, front office controls, managing client relationships, investor education and regulatory issues.
To view a video of the highlights from this forum, click here:
http://www.hubbislearning.com/video.php?vid=1372827675§ion=
You can view the photos at this link: http://www.hubbislearning.com/forum/wmf2013_my/photos.php
Video presentations
- Goh Ka Im, Shearn Delamore & Co
The key to successful family business succession planning
https://www.hubbis.com/video_ppt/video_ppt.php?id=51
- Anselm de Souza, Sopra Banking Software
Scaling up your wealth management business through technology
https://www.hubbis.com/video_ppt/video_ppt.php?id=52
- Urs Tanner, Assentis Technologies
How to implement “consolidated client reporting”
https://www.hubbis.com/video_ppt/video_ppt.php?id=53
- Chan Ahn, J.P. Morgan
Structured products - is this right for you?
https://www.hubbis.com/video_ppt/video_ppt.php?id=50
Video interviews
- Shi Jie Ong at OCBC Bank
Malaysia's road to building a credible wealth management offering
http://www.hubbislearning.com/video.php?vid=1372848488§ion=
- Robert Foo of MyFP Services
The need for more credibility and diversity in Malaysia
http://www.hubbislearning.com/video.php?vid=1372928283§ion=
- Sandeep Singh of Franklin Templeton Investments
Filling the gaps in Malaysia's wealth management space
https://www.hubbis.com/video.php?vid=1372928609
- Michael Hui of Standard Financial Planner
The need for deregulation to keep wealth onshore in Malaysia
http://www.hubbislearning.com/video.php?vid=1372927630§ion=
- Noor Quek of NQ International
Trends in family offices in Asia
http://www.hubbislearning.com/video.php?vid=1372927951§ion=
- Brenda Yong of KP Financial Group
Plugging the gap for financial advice in Malaysia
https://www.hubbis.com/video.php?vid=1372924286
- K R Raju of Blueprint Planning
Protecting Malaysia's wealth management image
https://www.hubbis.com/video.php?vid=1372926189
- Andrew Au of AG Delta
Timely realisation of client opportunities through technology
http://www.hubbislearning.com/video.php?vid=1372847973§ion=
- Ernst Roth of theScreener
Staying on top of stock trends
https://www.hubbis.com/video.php?vid=1372924893
- Shan Saeed of Dita Advisory Services
The lure of commodities for client portfolios
https://www.hubbis.com/video.php?vid=1372931127
You can view details about our 2014 event in Malaysia at this link: http://www.hubbislearning.com/forum/forum/?forum=mwmf_2014&page=Home
Many thanks again to those people who participated in and attended the event, and especially to our sponsors, including Labuan IBFC, our Platinum Sponsor, as well as: CIMB Private Banking, EFG Financial Products, Morningstar, Assentis Technologies, Sopra Banking Software, TMF Group, JPMorgan, AG Delta, Heritage Trust Group, Aspire Lifestyles, BDO, Collas Crill, DST Global Solutions, ERI, Franklin Templeton Investments, IRESS, Solution Providers, The Screener, Threadneedle Investments, Vistra, and Wealth-X.
Thank you for your support.
Michael Stanhope
Chief Executive Officer
Hubbis
T 852 2563 8766
E michael.stanhope@hubbis.com