Wealth Management Forum 2024 - Malaysia | Hubbis (HK) Limited | 7 May 2024 | 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 center on the progression of wealth management in Malaysia's evolving and diverse market.

Within Malaysia, the private wealth management industry has seen considerable growth recently, adapting to meet the dynamic requirements of high-net-worth (HNW) clients. Technological advancements have driven a digital shift in the sector, with numerous private banks and wealth managers integrating digital strategies to enhance client service and boost operational efficiency. Wealth managers are now providing tailor-made investment options designed specifically for the unique needs and objectives of HNW individuals. This approach encompasses more individualized portfolios, alternative investment opportunities, and bespoke wealth planning services.

Furthermore, private banks are broadening their offerings beyond conventional wealth management, including an array of financial solutions like insurance and comprehensive wealth planning services.

Our goal is to bring together a relevant group of professionals in the private wealth management community. Specifically senior management, gatekeepers and RM’sat Local Retail Banks and Private Banks. Also invited will be local Asset Management Companies, Securities Firms, Independent and digital wealth managers. Also in attendance will be professional advisers - like lawyers and tax specialists.

Key elements of the event:
• 4-6 specialist presentations
• 4 panel discussions
• An unprecedented opportunity to hear from more than 20 local and international speakers who are well-known experts in the Malaysian onshore and offshore wealth management 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:
• Trends, Opportunities and Challenges for the Industry
• Wealth Migration, BRICS Influence, and University Degrees with a Passport
• Evolving the Platform and Proposition: Improving the Client Experience
• Strengthening customer lifetime value in wealth management
• Strategies to pursue the wealth opportunity in Malaysia
• Reimagining the Financial Services Value Chain through Embedded Finance
• Scaling Without Pain – Can You Have Your Cake and Eat It Too?
• Wealth Planning and Structuring – Understanding the Needs of Our Clients
• Enabling the Future of Wealth Management
• Time to Go Bargain Hunting in China?
• Curating a Relevant and Professional Investment & Advisory Proposition for Private Clients

Why you should attend:
Connect:
• Connectivity across Private Banking, Independent Wealth Management, Retail Banking, Asset Management, Insurance, Technology, Professional Services and other communities.
Learn:
• Find out how the industry can develop further & lessons it can learn from elsewhere. Improve skills and knowledge through a practical, enjoyable and interactive learning experience.
Enjoy:
• Hubbis events are not only consistent, relevant, engaging and unique but also highly positive, and fun experiences.

2024 Speakers

Vibhooti Chaturvedi
Avaloq

Tomoko Nasuho
Avaloq

Kenny Suen
Bill Morrisons Wealth Management

Rajesh Gupta
CIMB Bank

Alessandro Zhu
CSOP Asset Management

Endang Werang
Comarch

Grzegorz Prosowicz
Comarch Capital Markets

CheeMee Ho
Henley & Partners

Rory McDaid
Henley & Partners

David Knights
Investors Trust

Alex Ng
Janus Henderson Investors

K R Raju
MCG Group

Eng Ping Lim
Maybank

Nor Fazlina Binti Mohd Ghouse
Maybank Trustees

Jamie Bubb-Sacklyn
Melbourne Capital Group

Reuben van Dijk
Melbourne Capital Group

Farah Deba Mohamed Sofian
Messrs Wong Lu Peen & Tunku Alina

Reuben Tan
OCBC Bank

Tan Woon Hum
Shook Lin & Bok

Zac Lucas
Spencer West LLP

Darell Miller
Wealth Dynamix

Anurag Pandey
additiv

2024 Partners

PLATINUM PARTNERS:
• Henley & Partners
• Comarch

GOLD PARTNERS:
• Additiv
• Investors Trust
• Wealth Dynamix
• Avaloq
• CSOP Asset Management

SILVER PARTNERS:
• Global Precious Metals
• J.Rotbart & Co. Precious Metals
• Wealtra
• Janus Henderson Investors

BRONZE PARTNERS:
• Kilde
• FNZ
• Global Mortgage Group
• Bordier