Wealth Management Forum 2023 - Malaysia | Hubbis | 11 April 2023 | Hilton Kuala Lumpur, 3, Jalan Stesen Sentral, Kuala Lumpur Sentral, 50470 Kuala Lumpur, Wilayah Persekutuan Kuala Lumpur, Malaysia

The event will feature the half-day-plus format we introduced with great success in 2022 to deliver the most efficient and engaging agenda, discussions and networking, beginning at 09.00 and ending at 14.00 after lunch (for those that would like to stay).

Very simply, the event will focus on the evolution of wealth management in Malaysian’s maturing and diversifying market.

In Malaysia, private wealth management has been growing in recent years and the sector is evolving to meet the changing needs of HNW clients. The rise of technology has led to a digital transformation in the wealth management sector with many private banks and wealth managers have adopted digital solutions to improve the customer experience and increase efficiency.

Wealth managers are also offering bespoke investment solutions that are tailored to the specific needs and goals of HNW clients. This includes more customized portfolios, alternative investments, and personalized wealth planning services.

Private banks are also expanding their services beyond traditional wealth management to offer a wider range of financial solutions. This includes insurance, and wealth planning services.

2023 Speakers

Yash Shah
Partner, Synpulse

Lukas Conrad
Regional Head Securities Services APAC , SIX

Wendy Chen
Investment Professional, GAM

Tan Woon Hum
Shook Lin & Bok

Ng Shin Seong
Head, Investment Strategy & Advisory, Standard Chartered Bank

Alvin Tan
UOB Kay Hian Wealth Advisors

Reuben van Dijk
Director, Melbourne Capital Group

Zac Lucas
Partner, Spencer West

Wai Ken Wong
Country Manager, Malaysia, StashAway

Lee Woon Shiu
BF Fellow, Managing Director, Group Head of Wealth Planning Family Office & Insurance Solutions , DBS Private Bank

Shan Saeed
Chief Economist , IQI Global

Laura Lui
Partner & Co-CIO, Premia Partners

Nor Fazlina Binti Mohd Ghouse
Maybank Trustees

Grzegorz Prosowicz
Head of Consulting and Product Management for Capital Markets, Asset & Wealth Management, Comarch Capital Markets

Victor Wongsonegoro
Sales Lead, additiv

Krzysztof Maurer
Comarch Capital Markets

Calvin Goon
Head Of Wealth Management, Affin Bank

Rossen Djounov
Managing Director - Head of Asia, GAM Investments

Nirbhay Handa
Group Head of Business Development | Asia Head of Private Clients, Henley & Partners

Teh Chi-cheun
Chief Executive Officer / Managing Director, BOS Wealth Management Malaysia

2023 Partners

• 1291 Group
• Accenture
• Additiv
• All Funds
• Alpadis
• Apex
• Apiax
• Lumen Vietnam Fund
• Asiaciti Trust
• BMT
• Bunker Gold Silver
• Chelmer
• Citadel Group
• Comarch
• COSP
• Equiom
• ETON
• GAM
• GMO
• Go Upscale
• GTN
• Helicap
• Henley Parrtner
• Invest Cloud
• J O Hambro
• J.Robart & Co
• Janus Henderson
• Katch
• KidBrooke
• Kidle
• Lombart International Assurance
• Lombard Odier
• Mfex by Euroclear
• Bny Mellon Pershing
• Premia Partners
• SAXO
• SDAX
• Shojin
• Simcorp
• Simon Kucher
• SIX
• Spencer West
• SS&C EZE
• SS&C Global Op
• Swissquote
• Synpulse
• Transamerica
• Trident Trust
• UBS
• Wealth Dynamic
• Wealtra