8.40am
Registration

 

9.00am
Welcome address

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

9.05am
Panel discussion
What is the potential that wealth management in Vietnam represents?

 

•    How can we prepare for the potential that exists for wealth management in Vietnam – even though the market is not ready yet? 
•    How long will it take to develop?
•    What is needed to take the market to the next level?
•    How will the wealth evolve and grow?
•    How will you segment your clients?
•    How do you expect the product proposition to develop?
•    In which areas is education most needed? And whose responsibility is it?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Sandeep Deobhakta
Head of Retail Banking
VP Bank

 

Nguyen Thuan Thai
Chief Executive Officer

VinaWealth Fund Management

 

Duong Duc Hung
Head of Retail Banking, Vietnam
ANZ

 

Trinh Duc Cuong
Deputy Head of Retail Banking Division
MB Bank

 

Tim Searle
Chairman
Globaleye

 

9.50am 
Presentation

Residence and citizenship planning for Asian families - an overview 

 

Sylvie Ma
Managing Partner, Vietnam
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

 

10.00am
Presentation

Insurance products as a key solution in managing wealth

 

K R Raju
Founder & Adviser
Blueprint Group of Companies

 

•    Developing opportunities for insurance companies
•    Business insurance

 

10.10am
Panel discussion
How can we accelerate the development of Vietnam’s capital markets – and create the infrastructure for wealth management?

 

•    How can we deepen liquidity in Vietnam’s capital markets?
•    What should the regulators do to help spur further development?
•    How can we create more diversity?
•    What direction should growth take in the securities market?
•    How can we create the right framework for mutual funds and other wealth management products?
•    What’s the potential to develop more private equity opportunities?
•    What players and expertise within asset management and other segments do we need to create a wider variety of products to help the market develop and spur diversification?
•    What’s the outlook for the financial markets in Vietnam over the next decade?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Tran Thi Kim Cuong​
Chief Executive Officer & Chief Investment Officer, Vietnam
Manulife Asset Management

 

Kevin Snowball
Chief Executive Officer
PXP Vietnam Asset Management

 

Andreas Vogelsanger
Chief Executive Officer
AFC Vietnam Fund

 

Le Cong Thien
Deputy Chief Executive Officer, Head of Brokerage & Sales, Private Client Division
HSC

 

Luong Thi My Hanh
Deputy Chief Executive Officer and Chief Investment Officer 
VietFund Management

 

Avinash Satwalekar
Chief Executive Officer and Chief Investment Officer 
Vietcombank Fund Management

 

Sancho Chan
Vice President, ALM and Chief Investment Officer
Sun Life Financial Asia

 

11.00am

Refreshments & networking

 

11.30am
Panel discussion
Developing opportunities for insurance companies in Vietnam

 

•    Where are the biggest opportunities and challenges for insurance companies in Vietnam?
•    How will products develop and diversify?
•    Married or dating – what’s the best approach for banks and insurance companies?
•    How should the regulators help facilitate the industry's further development? What would this mean for the insurance industry?
•    How can we reach the customer? What can insurers do to better educate potential customers about their insurance-related needs?
•    What’s the role of technology – including the digital opportunity? 
•    How can we improve the client experience? 
•    How to enhance credibility and perception of agents in the eyes of consumers?
•    Can the industry increase the number of productive agents - especially with younger talent?
•    What tools will increase productivity? 
•    What developments in other markets can Vietnam adopt? 

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Bao Nguyen
Chief Distribution Officer
BIDV Metlife

 

Victor Lye
Group Head of IFA & Benefits
FWD

 

Michael Gerber 
Managing Partner & Chief Executive Officer
Synpulse

 

K R Raju

Founder & Adviser
Blueprint Group of Companies

 

12.15pm
Presentation

Building an effective and efficient product offering

 

Erdem Ozgul
Managing Director, South Asia
Numerix

 

•    Trends and best practices in creating, distributing and managing risk of investment products
•    Utilising innovative technologies to overcome challenges with legacy systems and processes, and improve productivity and profitability

 

12.25pm
Presentation

European citizenship through investment  

 

Barry Winter
Director, South East Asia
Pafilia

 

•    Cyprus
•    The Citizenship Program
•    Property investment

 

12.35pm
Panel discussion
How technology can transform your business

 

•    What is the role of technology within financial services and wealth management?
•    What are the key digital trends and how are they changing the business?
•    How are emerging technologies reshaping the way banks connect with customers?
•    How can you leverage technology across multiple channels to drive customer acquisition, and retention?
•    How can and should you look to use data to drive actionable insights?
•    How can digital be leveraged further? 

 

Chair

 

Andrew Crooke
Editor

Hubbis

 

Panel members

 

Amit Malhotra
Head of Retail Banking, Vietnam
Standard Chartered Bank

 

Erdem Ozgul
Managing Director, South Asia
Numerix

 

Eddie Thai
General Partner
500 Startups

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

1.10pm
Lunch

 

2.00pm
Panel discussion
What can we learn from wealth management markets elsewhere in Asia?

 

•    Trends and best practices in wealth management across Asia
•    What is the stage of development of the industry in the more developed hubs of Hong Kong, Singapore and Australia?
•    How is wealth management evolving in developing markets like Thailand, the Philippines, India, etc?
•    What lessons can we learn from the journeys in these markets so far?
•    What are some of the steps that regulators across Asia have taken to facilitate industry growth?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Sumeet Bhambri
Regional Head - Wealth Management, ASEAN and South Asia, and Head - Wealth Management, Singapore
Standard Chartered Bank

 

Stephan Repkow
Founder & Chief Executive Officer
Wealth Management Alliance

 

Dominic Volek
Head South East Asia
Henley & Partners 

 

Eric Solberg
Chief Executive Officer
EXS Capital

 

Barry Mitchell
Group Legal Counsel
AMS Financial Group 

 

2.45pm
Panel discussion
Why should wealth management be important to you?

 

•    What are the key components of wealth management?
•    How can you determine the opportunity for you?
•    What’s the starting point to growing and evolving in wealth management?
•    What is the fundamental role of a relationship manager or client adviser in wealth management?
•    What products should you be offering to clients? And how do you build the right product platform?
•    How can you make money via wealth management?
•    How can you manage and incentivise staff?
•    Are there any ‘easy wins’ in building a wealth management business?
•    What has proven successful on other markets?

 

Chair

 

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

 

Panel members

 

Afonso Vieira
Managing Director and Head of Investment Management
Total Wealth Management

 

Khanh V. Nguyen
Founder & Chief Executive Officer
Rameses Consulting

 

David MacDonald
Head of Learning Solutions
Hubbis

 

James Murphy
Lecturer and Course Leader in Finance (Business Finance and Personal Wealth Management)
RMIT International University - Vietnam

 

3.30pm
Refreshments & networking

 

3.55pm
Presentation
Understanding – and selling – mutual funds

 

Tran Thi Kim Cuong​
General Director & Chief Investment Officer
Manulife Asset Management

 

•    What are mutual funds?
•    Why should your clients buy them?
•    How do you sell them?
•    What’s the outlook for mutual funds in Vietnam?

 

4.10pm
Presentation
Building an insurance offering 

 

Fabien Jeudy
Senior Vice President and Chief Operating Officer, Asia
Sun Life Financial

 

•    What are the different kinds of insurance products that exist?
•    What are the drivers for clients to buy different types of insurance?
•    Where do insurance products fit into a client’s wealth management strategy?
•    How do you have the right types of conversations with clients about insurance?

 

4.25pm
Presentation

Private managed accounts for HNWIs in Vietnam

 

Le Thi Le Hang
Chief Executive Officer
SSI Asset Management

 

•    Potential of professional asset management for HNWIs in Vietnam
•    What can we do to promote this market segment?
•    Private managed accounts for HNWIs at SSIAM

4.35pm

Presentation

How to have needs-based conversations with clients

 

David MacDonald
Head of Learning Solutions
Hubbis

 

•    What does a world-class relationship manager do?
•    What skill-set, knowledge base and mind-set do bankers and advisers need to be successful in wealth management?
•    What’s your role in educating customers? 
•    How can you have a proper needs-based conversation with a client? What’s the process?
•    Training your client - how can you have suitable product-related discussion with your clients?
•    What’s the broader relationship you should strive for with your clients?
•    What behaviours build trust with customers?

 

5.00pm
Forum ends