Wealth Management Forum 2023 - Thailand | Hubbis | 23 May 2023 | Conrad Bangkok, 87/3 Witthayu Rd, Lumphini, Pathum Wan, Bangkok 10330, Thailand

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 Thailand’s maturing, diversifying and increasingly digital wealth market.

Key elements of the event:

• 6 specialist presentations
• 3 panel discussions
• A unique get-together enabling delegates to meet with 200+ leading wealth management practitioners from local, regional and international Private Banks, Commercial and Investment Banks, Independent Wealth Management Firms, Family Offices, IFAs, Fund Houses, Insurance Companies, Digital Solutions Providers & FinTechs, Lawyers, Consultants and others…
• An unprecedented opportunity to hear from more than 20 local and international speakers who are well-known experts in Thailand’s wealth management, investment and wealth advisory & solutions community
• Networking coffee and refreshment breaks
• Lunch for those who wish to stay
• And…the event will qualify for 3.5 hours of CPD

We will host panel discussions and presentations on these topics and more:

• Wealth Leaders and the evolution of wealth management in Thailand
• Evolving Client Expectations & Needs and how Competitors should react and adapt
• Structuring Wealth and Optimising Legacy & Succession Planning
• The regulators and the market’s drive for greater product diversification
• The Globalisation of Thai wealth and the evolving needs of Wealthy clients and families
• The trends around Domicile Diversification and alternative residence
• Embracing FinTech and Digital Solutions for Tomorrow’s World
• Wealth Management Reimagined – the Advisory-led Proposition
• Investment Products & Solutions – How does the wealth industry deliver as client expectations and needs evolve?
• The Rising Demand for Digital Assets – how can the wealth industry react?
• Into the Future – the competitive environment in Thailand’s wealth market

2023 Speakers

Philipp Piaz
Partner, Finaport

Parida Leelaniramol
Sales Director, Comarch

Rory McDaid
Director Private Clients, Henley & Partners

Laura Lui
Partner, Co-Chief Investment Officer, Premia Partners

Yifei Li
Managing Director, Institutional Sales, Alta

Triphon Phumiwasana
Managing Director, Private Banking Business Head, Kasikornbank

Dr. Jon Wongswan
Managing Director, Kiatnakin Phatra Securities

Paul Gambles
Director, MBMG Group

Yash Shah
Partner, Synpulse

David Genn
CEO, Goji

Luong Cong Minh
Head of Research, Vietnam Holding Asset Management

Win Udomrachtavanich
Executive Chairman, DAOL Asset Management

Zac Lucas
Partner – International Private Wealth, Spencer West

Dr. Silvio Struebi
Partner, Simon-Kucher Global Strategy Consultancy

Manoj Prajapati
Head of Sales, South Asia, Allfunds

Thiyachai Chong
Head, Wealth Management & Preferred, Executive Vice President, CIMB Bank

Anna Sacha
Senior Consultant, Comarch

Harmen Overdijk
Chief Investment Officer, Leo Wealth

Win Phromphaet
EVP - Head of High Net-Worth Division, Bank of Ayudhya

Jonathan Stuart-Smith
Tax Partner, Mazars

Tan Woon Hum
Partner, Head of Trust, Asset & Wealth Management Practice, Shook Lin & Bok

Rahul Mathur
Investment Manager, GAM Investments

Rossen Djounov
Managing Director, Head of Asia, GAM Investments

Pote Harinasuta
Director & Chief Executive Officer, One Asset Management

2023 Partners

PLATINUM:
• GAM Investments
• Henley and Partners
• Comarch

GOLD:
• MFEX by Euroclear
• Synpulse
• Premia Partners
• Lumen Vietnam Fund
• All Funds

SILVER:
• Wealtra
• J.Rotbart and Co. Precious Metals
• Alta
• Go Upscale
• Fin IQ

BRONZE:
• Simon Kucher