Hubbis Malaysia Wealth Management Forum 2022 | Hubbis | 12 April 2022 | Hilton Kuala Lumpur, 3, Jalan Stesen Sentral, Kuala Lumpur Sentral, 50470 Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur, Malaysia

Key elements of the forum

• Identify success stories and best practices
• 3 hours CPT
• A meaningful get-together with CEOs, senior management, product gatekeepers and relationship managers from the leading Private Banks, Securities Firms, Retail Banks, IFAs, Family Offices, Insurance Companies, and Independent Wealth Management Firms.
• Explore and foster industry collaboration with exciting and interactive panel discussions, focused presentations, workshops, head-to-head interviews, and more.
• An unprecedented opportunity to hear from more than 20 local and international speakers who are experts in this space.
• Presentations and Panel discussions

Specific topics we will cover include;

• Wealth Leaders – positioning for and embracing growth in the post-pandemic world
• Driving Digital Transformation
• Citizenship and Residency – Opportunities and Trends for the year ahead
• Tools and Strategies to secure your clients legacy for the next Generation
• Investment Themes and Strategies for the year ahead
• Wealth managers thinking about how they can add more value and differentiate their offering.
• More competition driving an intense grab for talent.
• The need for increased product diversification.
• How can banks accelerate growth and penetrate into the market?
• What are the key success factors in providing an exceptional client experience?

2022 Speakers

Farah Deba Mohamed Sofian
Partner, Messrs Wong Lu Peen & Tunku Alina

Shan Saeed
Chief Economist, IQI Global

Nirbhay Handa
Group Head of Business Development, Henley & Partners

Nor Fazlina Mohd Ghouse
Chief Operating Officer, Maybank Trustees Berhad

Ahmed Muzni Mohamed
Director, Maybank Islamic Asset Management

Sammeer Sharma
Standard Chartered Bank

Wai Ken Wong
Country Manager, Malaysia, StashAway

Bobby Bok
Head of Wealth Management Solutions, ASEAN Refinitiv, an LSEG Business

Alvin Lee
Head of Group Wealth Management & Community Financial Services, Maybank

Reuben Tan
Head of Wealth Management, OCBC Bank

Vernice Moh
Managing Director, ASEAN,Refinitiv, an LSEG Business

Teh Chi-cheun
Managing Director, BOS Wealth Management Malaysia

Jasmine Ooi
Head of Retail and Digital Marketing, RHB Asset Management

Daud Vicary Abdullah
Managing Director, DVA Consulting

2022 Sponsors

PARTNERS:
• Henley & Partners
• Jersey Finance
• Refinitiv