8.40am
Registration

 

9.00am
Welcome address

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

9.05am
Head-to-head
A new look and feel for global wealth management

 

Michael Benz
Former Group Head of Private Banking, Standard Chartered Bank

 

• What changes are we seeing in client expectations and behaviour?
• To what extent will fintechs really impact the wealth management industry?
• How will regulation re-shape private banking for good?

 

9.15am
Panel discussion
Wealth management in Thailand - onwards and upwards

 

• There is a growing amount of money available to penetrate in Thailand - how can we access it?
• Where are the opportunities emerging from proactive regulatory initiatives, such as efforts by the SEC to upgrade and internationalise the framework?
• What other measures would help the development of the market?
• How can we build a more holistic engagement as part of a more complete offering for clients, including advisory services?
• Where and how can we find more of the right people to deliver consistent and relevant advice to clients?
• Will the concept of private banking develop in Thailand? Especially to try and keep more money onshore and invested, rather than just held on deposit.
• What models and approaches have been successful elsewhere which can be applied in Thailand?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Vira-anong Chiranakhorn Phutrakul
Consumer Business Manager, Thailand
Citi

 

Adisorn Sermchaiwong
Senior Executive Vice President, Head of Retail Banking Group
CIMB Bank

 

Win Phromphaet
Vice President
CFA Society of Thailand

 

9.55am
Presentation

Volatility managed growth: equity-like returns but with less risk

 

Philip Lung
Managing Director, Division Head, Mellon Capital
BNY Mellon Investment Management

 

• Since the great financial crisis, investors have been keen to flee the damaging effects of volatility. However, that hasn’t abated their need for growth
• For now, many investors have gravitated towards absolute-return strategies that advertise zero tolerance for negative return periods. But that comes at a price
• In contrast, a better approach might center on artfully managing long-term volatility (and tail risk) while positioning for growth-like returns

 

10.05am
Presentation

Will CRS really be - son of FATCA?

 

Angelo Venardos
Chief Executive Officer
Heritage Trust Group

 

• Panic now or later?
• Hong Kong - from EOI to AEOI
• Singapore and Indonesia
• BVI

 

10.15am
Presentation
HNW insurance & wealth structuring is changing - here’s how you and your HNW clients can benefit

 

David Varley
Head of High Net Worth - Asia
AXA

 

• One size doesn’t fit all in the HNW marketplace
• Find out which HNW products match up with the differing needs of HNW clients
• By meeting your HNW clients’ needs, you can secure more HNW clients, more revenue and more referrals

 

10.25am
Panel discussion
Going digital - enhancing the engagement with customers

 

• What does digital mean in Thai wealth management?
• What more can we do? What are the possibilities?
• What role is there for digital platforms? How will these impact how products get sold, and the types of products offered going forward?
• What’s the likely influence of robo-advisers and other fintechs?
• Do we have adequate tools to engage the customer - and help them become investors?
• How can we improve online mobile applications?
• Are there any consequences of falling behind in the digital race?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Trawut Luangsomboon
Chief Executive Officer
Jitta

 

John Robson
Head of Strategic Partnerships
Quantifeed

 

Patrick Donaldson
Head of Wealth Management Solutions, ASEAN
Thomson Reuters

 

Ned Phillips
Founder and Chief Executive Officer
Bambu

 

R.N. Nagaraj Prasadh
Country Head - Thailand Business Head - Intellect Wealth
Intellect Design Arena

 

11.05am
Refreshments & networking

 

11.30am
Presentation

The Indian growth story

 

Praveen Jagwani
Chief Executive Officer
UTI International

 

• Drivers of Indian growth
• The reform agenda
• Currency outlook
• Equity opportunity

 

11.40am
Presentation

Residence and citizenship planning for Asian families - an overview

 

Scott Moore
Manager, Singapore
Henley & Partners

 

• Why do families relocate?
• What should HNW families consider when carrying out residence and citizenship planning?
• Current developments in residence and citizenship programmes

 

11.50pm
Presentation

Small-caps shine bright

 

Sumetha Lewchalermwong
Country Head, Thailand
Franklin Templeton Investments

 

• Small-cap stocks have the potential to offer what is becoming ever-more rare in a slowing global economy – growth
• Uncovering interesting growth opportunities in a space that is highly under-researched and overlooked by many managers and investors
• How do you overcome risks associated with small-cap investing?
• How do we identify undervalued stocks in the Asian small-cap space that could rise to become tomorrow’s stars?

 

12.00pm
Panel discussion
Evolving distribution in Thailand

 

• Where and how do people most buy wealth management products in Thailand? How is the product distribution process changing - or likely to change in the next few years?
• Many banks talk about open architecture, but is this really happening?
• How can banks differentiate their offerings in terms of product and advisory capability - not just provide gimmicks or perks to attract new clients?
• How can they encourage clients to diversify their portfolios by shifting away from deposits and simpler products?
• Where are the product gaps? And how will the investment universe develop?
• As the ability to invest offshore becomes easier, what format will be used? What are the practical challenges?
• How can product manufacturers as well as the banks and other wealth management firms engage the younger generation more effectively?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Nont Buranasiri
Private Banking Family Wealth Management Advisory Head
Kasikornbank

 

Don Charnsupharindr
Head of Retail Banking, Thailand
Citi

 

Sukit Jarutchaiwanna
Head of Managed Investment and Advisory
Standard Chartered Bank

 

Paul Gambles
Managing Partner
MBMG Group

 

12.45pm
Lunch

 

1.35pm
Panel discussion
Insurance companies - a committed foray into wealth management?

 

• Where are the biggest opportunities - and challenges - for insurance companies in the Thai wealth management space?
• What does open architecture really mean in Thailand?
• What's the opportunity for the further development of the unit-linked business?
• Insurance companies vs banks - collaboration or competition?
• Are insurance companies engaging customers as effectively as they could, especially the younger generation? And marketing to them in a way that resonates with them?
• What is the right digital strategy?
• How to enhance credibility and perception of agents in the eyes of consumers?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Samdarshi Sumit
Chief Retail Officer, Retail Business
Generali Life Assurance

 

Kris Chantanotoke
Senior Executive Vice President
Thai Life Insurance

 

David Varley
Head of High Net Worth - Asia
AXA

 

2.00pm
Presentation
Liquid alternatives in wealth management

 

Steve Knabl
Managing Partner
Swiss Asia

 

• Wealth managers and investors alike are getting more sophisticated
• They require more sophisticated offerings – to ensure that their clients get the best there is in the market when it comes down to investment ideas
• Emotions also play a large role in investing today - something different to the norm, and different to your friends/peers
• Wealth managers can now use securitised investment solutions to structure interesting investment ideas and allocate to their client portfolios seamlessly
• These solutions were once only available to a select few, but today they are becoming plain vanilla

 

2.10pm
Presentation

Challenges in advising business families

 

Shanker Iyer
Founder & Chairman
Iyer Practice Advisers

 

• Common challenges faced by business families
• The demands placed on advisers to meet these

 

2.20pm
Presentation

WHAT IF an Uber Wealth was born?

 

R.N. Nagaraj Prasadh
Country Head - Thailand Business Head - Intellect Wealth 
Intellect Design Arena

 

• Why everyone is talking about digital wealth management

• How companies are leveraging digital wealth
• The adoption path for digital wealth
• How to measure success of digital wealth initiatives

 

2.30pm
Panel discussion
What’s next for asset management?

 

• What does the future hold for bank-owned asset management companies in Thailand?
• How should they develop their product and service offering to stand out?
• How can local firms collaborate with offshore providers to expand the overall offering?
• What’s the role for foreign asset management companies in Thailand? How do they perceive the opportunities and how can they be successful here?
• Niche vs full service - what’s the right strategy?
• How can the regulators facilitate a more mature asset management industry for local and foreign players alike?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Theeranat Rujimethapass
Managing Director
Tisco Asset Management

 

Win Udomrachtavanich
Chief Executive Officer
One Asset Management

 

Kittikun Tanaratpattanakit
Senior Research Analyst
Morningstar

 

Evan Gallagher
Chief Executive Officer
ASK Capital Management, Singapore

 

3.15pm
Refreshments & networking

 

3.45pm
Panel discussion
What can we learn from the world of wealth management globally?

 

• How do international banks create true open architecture platforms?
• What are the issues and challenges, and how do they overcome these?
• How do the most successful foreign players build a holistic wealth management service?
• What does it take to create a differentiated and consistent product and advisory capability?
• What do international banks do to ensure their technology is cutting edge?
• How do foreign asset management firms create winning relationships with distributors in more mature markets?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Michael Benz
Former Group Head of Private Banking, Standard Chartered Bank
 

Ranjit Khanna
Head of South East Asia & Global NRI
Union Bancaire Privee

 

Praveen Jagwani
Chief Executive Officer
UTI International

 

Steve Knabl
Managing Partner
Swiss Asia

 

Michael Gagie
Managing Partner, Singapore and Global Head, BVI law practice
Maples and Calder

 

Shanker Iyer
Founder & Chairman
Iyer Practice Advisers

 

4.30pm
Panel discussion
What’s the best investment advice you can give clients today?

 

• How can clients really build a more diversified portfolio?
• Where are the opportunities for our clients?
• How can we educate clients to have a long term mind-set?
• How can we make the engagement with investment solutions more ‘sticky’?
• What are the best ways to get more people invested in mutual funds?
• Private funds vs mutual funds - creating more choice and outcomes for clients
• Risk management is key - but how can we get it right?
• How can we encourage customers to increase their risk tolerance?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Charnwut Roongsangmanoon
Executive Vice President, Global-Fixed Income & FX Department
MFC Asset Management

 

Ted Low
Partner
GAO Capital

 

Mandeep Nalwa
Chief Executive Officer
Taurus Wealth Advisors

 

Thomas Friedberger
Managing Director, Head of Equity & Diversified Strategies
Tikehau Investment Management

 

5.15pm
Forum ends