Malaysian Wealth Management Forum 20194 July I Kuala Lumpur
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Summary
We were delighted to host our 8th annual event in Malaysia for the Private Wealth Management Community. Hubbis assemble an impressive array of private banking, wealth and asset management and insurance sector experts to our forum in Kuala Lumpur to debate the optimal strategies that industry players should adopt to help them survive and prosper in the years ahead.
The event garnered a remarkable array of insights and advice from and for the over 250 CEOs, senior managers, product/fund gatekeepers and business heads across advisory, compliance, technology and other key areas of the wealth management industry who attended and who spoke on the day. They were representing a wide array of leading local and international private banks, universal banks, independent financial advisory firms, insurance companies, single and multi-family offices and other independent wealth management firms.
The Malaysian wealth management market is enjoying a period of rapid growth as the country's economic expansion continues. The growing sophistication of the high net worth segment and the ultra-HNW market is encouraging the banks and other wealth providers to offer a far more diversified range of assets and services than ever before. But progress could be considerably faster if the regulator were to permit a more liberalised market, so Malaysia is currently at risk of not developing its onshore wealth management proposition as comprehensively as otherwise it might. And the potential for Islamic wealth management is immense, so can Malaysia grasp the opportunity to become the global hub for that vital area of business development? These, and many other fascinating topics were highlighted and discussed throughout the day.
We would also like to extend a note of thanks to our sponsors for the Forum - Henley & Partners, Quantifeed, 360F, Bordier & Cie, GAM, IMTF, IRESS, Intellect Design Arena, Jersey Finance, Leonteq Securities, Wealth Dynamix, ERI Banking Software, Sun Life Financial, Bunker Gold & Silver, CSOP Asset Management, FNZ, Hawksford, InvestaCrowd, J O Hambro Capital Management, Malca Amit, Samsung Asset Management and Swissquote.
POST EVENT REPORT - MALAYSIAN WEALTH MANAGEMENT FORUM 2019
Attendee Profile
Private Banks24%
20%
21%
17%
3%
4%
10%
Retail Banks
Independent Firms
Technology
Asset management
Professional services
Other
Job role
C - Level
Product/ Investment
Business Head
Adviser/ Wealth Manager
Other
25%
22%
18%
14%
21%
SALES1st Qtr 2nd Qtr 3rd Qtr 4th Qtr
360FAIAAffin BankAl Rajhi BankAlliance BankAmBank GroupAmInvestment BankAvallis InvestmentsBill MorrisonsBlueprint PlanningBordier & CieBrandes Investment PartnersBursa MalaysiaChina Access Wealth ManagementCIMB BankCIMB Private BankingCSOP Asset ManagementCarret Private CapitalChina Construction BankCornerstone 360DBS BankEBS CapitalECM LibraEFG BankERI Banking SoftwareEastspring InvestmentsEtiqa Life InsuranceFA AdvisoryFIMMFNZFinancial Alliance
Attendees from these firms
Finwealth ManagementGAMGMX Capital GroupGenexus AdvisoryHSBC BankHarveston Wealth ManagementHawa Ghazzali HoldingsHawksfordHenley & PartnersHong Leong Asset ManagementHong Leong BankI-Max FinancialIMTFIQI GlobalIRESSIntellect Design ArenaInvestaCrowdJ O Hambro Capital ManagementJPMorgan Asset ManagementJersey FinanceKWSPKenanga Investment BankLeonteq SecuritiesLibra InvestManulifeMaybankMyFP ServicesOCBC BankOne Tree PartnersOscar Wealth AdvisoryPacific Mutual Fund
Pacific Trustees BerhadPermodalan Nasional BerhadPhillip Capital ManagementPhillip Wealth PlannersPrincipal Asset ManagementPrincipal Islamic Asset ManagementQuantifeedRD WealthCreationRHB Asset ManagementRHB BankSamsung Asset ManagementSaturnaSchroders Wealth ManagementSecurities Commission MalaysiaSovereign GroupStandard Chartered BankStandardFASun Life FinancialTA Investment ManagementTembusu PartnersTrowers & HamlinsUOB BankUOB Islamic Asset ManagementUTI InternationalVKA Wealth PlannersVici CapitalWealth DynamixWealth Vantage AdvisoryWhitman Independent AdvisorsZurich Life Insurance
POST EVENT REPORT - MALAYSIAN WEALTH MANAGEMENT FORUM 2019
Speakers
David Varley Sun Life Financial
Kimmis Pun EFG Bank
Kenny Suen Bill Morrisons
Julian Kwan InvestaCrowd
Robert Foo MyFP Services
Kelvin Lim IRESS
Dominic Volek Henley & Partners
David Meier Leonteq
Richard Nunn Jersey Finance
Michael Gerber 360F
Anand Rai Intellect Design Arena
Sammeer Sharma Standard Chartered Bank
John Robson Quantifeed
Ming Hui Yap Whitman Independent Advisors
Andreas Wenger IMTF
Lin Wein Khoo Maybank
Conrad LimLGT Bank
Allen Chote FNZ
Elias Moubarak Trowers & Hamlins
Joanne Siu Samsung Asset Management
Suhazi Reza Selamat UOB Islamic Asset Management
Ranjiv RamanSchroders Wealth Management
Shan Saeed IQI Global
Tony Wong CSOP Asset Management
Rossen Djounov GAM
POST EVENT REPORT - MALAYSIAN WEALTH MANAGEMENT FORUM 2019
Key voting poll results The Hubbis Malaysian Wealth Management Forum 2019 event in Kuala Lumpuron July 4th provided fascinating and thought-provoking discussions and talks for the assembled delegates. As usual we also polled the attendees and mined out the following nuggets. Hubbis also conducted some digital polls during the event, with the following key findings.
Some 87% of delegates felt that the development of the wealth management proposition in Malaysia is slower and more painful than it should be.
The room was neatly split between those who feel that there is a shortage of talent in the country and those who felt that talent development is improving.
Roughly three quarters of those polled felt that the continued rollout of digital solutions will further compress margins for ‘traditional’ wealth management firms, while 69% of the delegates said they would actually prefer human advice to dealing through a robo-adviser.
And to round things off, 73% believe that Malaysia has a great opportunity to develop its Islamic wealth management market.
Malaysian Wealth Management Forum 2020
Thursday 2nd July, 2020
