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Indonesian Wealth Management Forum 2015
Indonesian Wealth Management Forum 2015 22 October Gold Silver Bronze Shangri-La Hotel Jakarta Hubbis at-a-glance We focus on the Asian wealth management industry and produce high-quality, localised content that is practical and independent. This includes news, articles, research, reports and conference-related content, and is available in multiple formats including video, web and print. The Hubbis e-learning platform consolidates this wealth of knowledge into an indispensable training and development resource for all professionals. Key highlights 120,000 monthly unique website visitors Weeklyemailnewsletterto over 34,000 regional & global professionals through our proprietary database More than 10 annual publications Dozens of thought-leadership discussions and surveys featured What we do 80+ proprietary training courses and over 200 hours of live learning content Events Presentations Thought leadership Online learning Case studies Assessments Publications News & videos Online content Topics we cover REGULATION & COMPLIANCE SKILLS INVESTMENTS STRATEGY & BUSINESS FAMILY WEALTH TECHNOLOGY Who it is for Hubbisoffersauniqueplatformthatbringstogethercontent,thoughtleadershipandcollaboration-tochallengeandprovokeconventional thinking,withanaimtoinnovateandimprovetheAsianwealthmanagement industryacrossthefollowingsegments:PrivateBanks,IndependentWealth Management,RetailBanks,AssetManagement,Insurance,Technology, ProfessionalServices.Throughoureventsandcontentchannels,wereach seniormanagement,businessheadsandotherkeystakeholdersfromthetop international,regionalanddomesticorganisations. INDONESIAN WEALTH MANAGEMENT FORUM 2015 WELCOME We are delighted to host our 4th annual Indonesian Wealth Management Forum 2015 today in Jakarta. Please mark the date of our 2016 event in your calendar now – Thursday, 20th October. Indonesia continues to offer a huge opportunity to organisations looking to capitalise on the potential of a rapidly-increasing middle class among a vast population. But taking advantage of this in a profitable and sustainable way is easier said than done. The role of regulations, in particular, in sculpting the industry’s development. The new OJK regulator is doing things that will have a profound impact on the industry’s direction; how companies cope with that will determine their relative success. There is also the new Tax Amnesty Law and Automatic Exchange of information (AEOI) to contend with. In general, this dictates an onshore drive – assuming the industry can create and sustain the resources required to enable it to offer a professional and efficient service. Added to these dynamics is the influence of technology, especially via mobile, digital and social channels. Further, there continues to be a need for product innovation and education of both clients and advisers alike, to achieve the right balance in portfolios. Today’s agenda is therefore designed to include presentations, case studies and panel discussions – to look at where the market is at today, the opportunities and challenges it faces, and where it needs to go to move it to the next level. Also key to the content at this event is providing insights from experts in overseas markets – sharing best practices, the components of successful businesses, and lessons learned from developing wealth management offerings elsewhere in Asia. We are also video-recording the presentations and writing up content from the discussions – and we will send this to you. We are delighted to host this must-attend fixture in the Indonesian wealth management calendar. Thank you for your support and attendance. We hope you enjoy the forum. MICHAEL STANHOPE CHIEF EXECUTIVE OFFICER & FOUNDER HUBBIS 3 4 INDONESIAN WEALTH MANAGEMENT FORUM 2015 Agenda-at-a-glance Morning Afternoon 9.00am 1.30pm Panel Discussion What can be learnt from the world of wealth management today? Welcome Address by Michael Stanhope 9.10am Panel Discussion How to build a successful and sustainable wealth management offering in Indonesia? AG E N DA-AT-A- G L A N C E 10.00am Presentation Private equity as an asset class 10.20am Presentation Insurance as a planning & structuring solution for HNW clients 2.15pm Presentation Asian wealth management centres 2.30pm Head-to-head Q&A A unique investment opportunity 2.45pm Panel Discussion Dealing with the new era of tax transparency in Indonesia 10.35am Refreshments & Networking 3.20pm Refreshments & Networking 11.05am Presentation 5 areas where technology may add value to the wealth management business 3.50pm Presentation Standing out from the crowd 11.25am Presentation A more effective RM Workstation 4.15pm Panel Discussion Joining the dots 5.00pm Forum Ends 11.40am Presentation The leading investor immigration programmes of the world 11.55am Panel Discussion What are the key disruptive forces shaping asset management of tomorrow? 12.40pmLunch allocated bullion solutions LIQUIDIT Y & TECHNOLOGY Introducing our multi-award winning trading platform ABS MIDAS A Revolutionary Precious Metals Electronic Trading Network An Intuitive Platform Created By The Industry For The Industry ABS MIDAS is a global electronic trading network (ECN) that directly connects institutional participants to trade physical precious metals seamlessly with our state-of-theart technology. It is an open architecture platform that supports real-time physical premium & outright pricing for any location, custodian, brand, product, lot size, and delivery date. ABS MIDAS is a proprietary hosted platform that makes your current sourcing, trading, and distribution of precious metals more Efficient, Compliant, Profitable, Scalable. • Investment Banks • Private Banks • Trading Houses • Refiners • Asset Managers • Corporates [email protected] +65 6340 1920 www.allocatedbullion.sg Expand distribution | Optimize capital investment | Increase efficiency | Reduce operational risk 6 INDONESIAN WEALTH MANAGEMENT FORUM 2015 AG E N DA Full Agenda 8.40am Registration 9.00am Welcome Address Michael Stanhope Chief Executive Officer & Founder Hubbis 9.10am Panel Discussion How to build a successful and sustainable wealth management offering in Indonesia? What are the key drivers for growing wealth management in Indonesia? How are you catering to the different segments as they grow? How are the various players competing? And what does this mean for creating clear offerings for clients? What’s the role of insurance companies in this space – and what threats do they pose? Do you need economies of scale to be successful in today’s market? Or just be good at your niche? Where can you add the most value to your clients? How will branch-less banking and other digital or mobile initiatives shape the landscape going forward? Outsource or build it yourself. What’s best? To what extent are foreign players having an influence on the look-and-feel of the landscape? Chair Michael Stanhope Chief Executive Officer & Founder Hubbis Panel Ivan Jaya Head, Wealth Management, Indonesia Citi Peter Huber President Director, Global Life Indonesia Zurich Topas Life Bambang Simon Executive Director, Head of Wealth Management & Priority International Banking Standard Chartered Bank Djoko Soelistyo Head of Wealth Product Management ANZ Bank Jake Wallis President Director Imperium Capital Maikel Sajangbati, CWM Chief Executive Officer & Founder MaeSa Consulting Indonesia When Flexibility Meets Agility Take the liberty to focus on your strategy. Be quick and agile in serving your clients best. The Avaloq group is an international leader in integrated and comprehensive solutions for wealth management, universal and retail banks. Avaloq is the only independent provider for the financial industry to both develop and operate its own software. Our BPO centres use the Avaloq Banking Suite to gain valuable insights that keep our solution at the forefront of technology. We enable you to shorten your time to market, to remain flexible and agile and we allow you to choose the operating model that best suits your strategy. Learn more about Avaloq on www.avaloq.com essential for banking AG E N DA 8 INDONESIAN WEALTH MANAGEMENT FORUM 2015 10.00am Presentation Private equity as an asset class Mohammad Afdal Pamilih President Director Danareksa Capital The emergence of private equity as an asset class suitable to family offices / HNW individuals GIPS for private equity asset class 10.20am Presentation Insurance as a planning & structuring solution for HNW clients David Varley Head of High Net Worth - Asia AXA What are HNW clients/families and banks looking for? Life wrapping/PPLI – how does it work? Life wrapping/PPLI – the benefits to a) HNW clients and b) banks Life wrapping/PPLI vs Trusts – which option or combination is better for HNW/bank clients? 10.35am Refreshments & Networking 11.05am Presentation 5 areas where technology may add value to the wealth management business Greg Prosowicz, PhD Head of Product Management, Capital Markets COMARCH Threat or chance? The main challenges for the wealth management business Technology in action – how the industry answers to these changes How to add value for both the client and the wealth manager? 11.25am Presentation A more effective RM Workstation Mahesh Bulchandani Chief Executive Officer, Asia FinIQ So what does an adviser ideally need on a Workstation? How should that be delivered? What should the end-game look like? 10 INDONESIAN WEALTH MANAGEMENT FORUM 2015 11.40am Presentation The leading investor immigration programmes of the world Alexis Tan Senior Manager Henley & Partners Singapore Reasons for obtaining an alternative residence or citizenship Overview of the Residence-by-Investment options The Best Citizenship-by-Investment programmes 11.55am Panel Discussion What are the key disruptive forces shaping asset management of tomorrow? What are the big trends, opportunities and challenges in Indonesian asset management? Is there too much concentration among a few players? What are the implications for the development of the market? Is the asset management community launching enough products? And the right types? Where is the scope for product innovation? Does this include Islamic products? How will the distribution mechanism, priorities, and fee models evolve? With some commentators suggesting that 250,000 more sales agents are needed for the mutual funds industry – where will they come from? In trying to move from a short-term to more of a long-term mind-set – how can you achieve and execute this? Will funds AG E N DA or other managed solutions become a meaningful part of your business? Chair Michael Stanhope Chief Executive Officer & Founder Hubbis Panel Vera Margaret Vice President, Wealth Management & Private Banking Product Group Head, Preferred, Private, Wealth Management & Consumer Liabilities Business CIMB Niaga Glant Saputra Hadi Head, Wealth Management Product & Business Development Bank Maybank Indonesia Rheza Karyanto Senior Vice President, Head of Wealth Management Product and Services Commonwealth Bank Vivian Secakusuma Chief Executive Officer, Indonesia BNP Paribas Investment Partners Teddy Oetomo Head of Intermediary Business Schroders Indonesia Yifei Li Head of South East Asia, Retail Distribution Business BlackRock 12.40pmLunch 12 INDONESIAN WEALTH MANAGEMENT FORUM 2015 1.30pm Panel Discussion What can be learnt from the world of wealth management today? What’s the real growth in wealth in Asia? How are different types of wealth management firms trying to capture this potential? A look at the different models and how they are developing: private banks Vs retail banks Vs insurance companies Vs IFAs Vs family offices / independents. What’s best and do clients know the difference? How do different players maximise the growth potential? Lessons learned in recent years How are business models evolving? Chair Michael Stanhope Chief Executive Officer & Founder Hubbis Panel Noor Quek Founder / Managing Director NQ International Richard Piliero Regional Executive Finaport Mahesh Bulchandani Chief Executive Officer, Asia FinIQ Eric Mellor Regional Sales Director, Asia Pacific Avaloq Jeremy Ng Managing Director & Deputy Chief Executive Officer, Asia Leonteq Securities 2.15pm Presentation Asian wealth management centres Angelo Venardos Chief Executive Officer Heritage Trust Group AG E N DA Assessing the merits and pitfalls of different jurisdictions in Asia How to decide what’s best for your clients OFFSHORE FIDUCIARY SPECIALISTS IN SINGAPORE Collas Crill focuses on the growing demand for Channel Islands and Cayman Islands legal advice in private wealth, investments funds and corporate work in South East Asia, working with lawyers, banks, accountants, trust companies and fund administrators. The head of our Singapore team, Marcus Hinkley, is a highly experienced trust lawyer with unrivalled offshore expertise from working in Guernsey, New Zealand, the BVI, and the Cayman Islands. Marcus leads a team focused on solutions to cross-jurisdictional offshore private wealth planning. Clients say we are: “Personable and pragmatic they find solutions to problems” “Technically strong with an emphasis on being easy to do business with” Speak to Marcus Hinkley about how Collas Crill can help your clients plan for their future. MARCUS HINKLEY GROUP PARTNER [email protected] +65 6408 3385 / services Cayman // Guernsey // Jersey // London // Singapore / banking & finance / ip & e-business / corporate & commercial / risk & regulatory / investment funds / trusts & foundations www.collascrill.com 14 INDONESIAN WEALTH MANAGEMENT FORUM 2015 2.30pm Head-to-head Q&A A unique investment opportunity Marco Kaster Investment Director, Asia Stanley Gibbons Why should financial advisers encourage their clients to consider stamps/coins as an alternative investment? What makes stamps and coins an uncorrelated and non-volatile asset class? What makes the market for these alternative asset classes ‘tick’? Ever heard of Bill Gross? What’s Queen Elisabeth’s most significant asset that she could actually sell (hint: it’s not Buckingham Palace)? 2.45pm Panel Discussion Dealing with the new era of tax transparency in Indonesia To what extent will the Tax Amnesty Law and Automatic Exchange of information (AEOI) disrupt the current AG E N DA tax planning within wealth management? What is the effect of AEOI on “unreported assets outside Indonesia” – including Trusts? How does the Tax Amnesty Law work? What should we do to protect wealth – and with the least cost? Is this an opportunity for Indonesian wealth managers to compete with foreign banks? Chair Michael Stanhope Chief Executive Officer & Founder Hubbis Panel Prijohandojo Kristanto Chairman PB Taxand Angelo Venardos Chief Executive Officer Heritage Trust Group 3.20pm Refreshments & Networking “EMAILS MAY HAVE KILLED THE ART OF LETTER WRITING. BUT GOOD INVESTMENT NEWS IS STILL DELIVERED WITH STAMPS.” Invest in History Whether you’re looking to protect and grow your wealth, plan for retirement or create a legacy, rare stamps and coins could provide a safe haven investment option for you - they are tangible asset classes with a history of performance. Begin to build your portfolio from as little as £10,000. Call +852 3180 9369 or +65 6438 4381 or email [email protected] / [email protected] stanleygibbons.sg stanleygibbons.hk The value of your investment can go down as well as up and you may not get back what you put in. Stamps and certain other collectibles are not designated investments for the purposes of the Financial Services and Markets Act 2000 (Regulated Activities) Order 2001 and as such are not subject to regulation by the Financial Conduct Authority (FCA) or otherwise. Past performance or experience does not necessarily give a guide for the future. Stanley Gibbons Investment does not provide valuations; please visit www.stanleygibbons.com for information on investment.stanleygibbons. com for full terms and conditions. 16 INDONESIAN WEALTH MANAGEMENT FORUM 2015 3.50pm Presentation Standing out from the crowd David MacDonald Head of Learning Solutions Hubbis What are you doing to avoid becoming a commodity? Push me, pull me! Winning behaviours that help win relationships 4.15pm Panel Discussion Joining the dots How do you define a valuable offering that clients are willing to pay for? How can wealth managers – and the industry as a whole – overcome client objections in the current market environment? (Such as a weaker local currency and lower stock prices) What will it take for advisers to move it to the next level in terms of professionalism, quality of advice, AG E N DA product range and a fee-for-service model? How do you onboard the right people – and then retain them? What does a world-class professional development framework look like? How can training be viewed as an investment? Not an annoying cost? What are some of the best practices in other industries which can be applied to wealth management? Chair Michael Stanhope Chief Executive Officer & Founder Hubbis Panel Rima Suhaimi President Director / Chief Executive Officer PT RHB OSK Asset Management Tri Djoko Santoso Chairman FPSB Indonesia Sigit Prihatmoko Head of Strategic Planning Group Bank Negara Indonesia David MacDonald Head of Learning Solutions Hubbis K R Raju Founder and Group Chief Executive Officer Blueprint Group of Companies 5.00pm Forum Ends 18 INDONESIAN WEALTH MANAGEMENT FORUM 2015 N OT E S Notes Take Your Investment Advisory Service to the Next Level Bring greater insights and digital capabilities to your clients. Thomson Reuters Digital Solutions assists wealth managers and professional advisors to effectively realize their client’s investment goals. Cross asset financial market content, analytics, and web-based tools can be delivered direct to your company intranet/extranet, market data system or mobile platform. Craft better strategies, enhance your client engagement, and offer greater value. • Turn-key financial market data, news and analytics • Flexible feed delivery options to fit your workflow and internal distribution platforms • Powerful tools that are web-ready and optimized for mobile applications • Design, delivery and hosting of your own customer-facing website or app Learn more: financial.thomsonreuters.com or contact your representative. © 2015 Thomson Reuters. Thomson Reutersand the Kinesis logo are trademarks of Thomson Reuters and its affiliated companies. S023831 08/15. 20 INDONESIAN WEALTH MANAGEMENT FORUM 2015 Speaker biographies Alexis Tan Senior Manager Henley & Partners Singapore Alexis Tan has more than 10 years of experience in the immigration industry. Before joining Henley & Partners she owned her own immigration firm based in Singapore and successfully helped clients obtain residency in Canada, Australia and the US. She also holds a real estate license in Singapore and is well versed on property investment locally. She has studied and worked in both Canada and the US where she earned her bachelor’s degree from Indiana State University. She speaks English, Mandarin, Cantonese and Taiwanese. SPEAKERS Angelo Venardos Chief Executive Officer Heritage Trust Group Dr. Angelo Venardos is the Founder and Chief Executive Officer of the Heritage Trust Group. He holds degrees in Economics & Marketing, an MBA, a Master of Jurisprudence (Corporate & Commercial Law) and a Doctorate of Legal Science. Heritage Trust Group, an independent trust and corporate services company, with offices in Singapore, Hong Kong and the BVI, is recognized as a leading service provider in Asia, whose principal activities include the provision of fiduciary, trust, foundation, company formation, corporate services and accounting services. The Group also has associated entities in Brunei, New Zealand and Seychelles. Heritage has a staff complement of 60 professionals. In December 2014, Dr Angelo was conferred the title of “IBF Fellow” in the segment of Trust Administration and Wealth Management by the Institute of Banking and Finance (IBF) in recognition of his professional standing as an industry veteran. His active involvement with the Society of Trust and Estate Practitioners (STEP) since 2000, from the Chair of STEP Singapore in 2009 to 2011, elected to Council in 2011 and has led him to his appointment in 2013 to the Board of Directors of STEP Worldwide in London. He is a member of the Singapore Trustees Association (STA), Singapore Academy of Law (SAL), Singapore Institute of Directors (SID), Singapore Institute of International Affairs (SIIA) and Australian Institute of Company Directors (AICD). Bambang Simon Simarno Executive Director, Head Wealth Management Standard Chartered Bank Indonesia Since February 2014, Bambang Simon Simarno has been Executive Director, Head Wealth Management for Standard Chartered Bank Indonesia. Having held various roles in HSBC, DBS and UOB, Bambang has always been specializing in Consumer Banking, especially in Liabilities and Wealth Management products. Managing all aspects of products from development, marketing, strategic approach, governance and delivery channels, he is working very closely with the branches to ensure products are delivered through customer-centric approach, segment-driven analytical method and through a balanced scorecard recognition approach. Bambang graduated from University of Toronto, Canada at 1998, with a double major in Commerce and Economics. INDONESIAN WEALTH MANAGEMENT FORUM 2015 21 David MacDonald Head of Learning Solutions Hubbis With more than 30 years of relevant industry experience, David spent the first 19 years of his professional life in banking and wealth management. Beginning in client-facing sales roles, he moved on to building, managing and developing high-performance teams of client-facing Wealth Managers in large financial services organisations in the UK. In 2001, he founded a consulting and training business, and established it in South East Asia. He successfully worked on over 200 assignments with clients across Asia, India, and The Middle East. In 2011, David joined Hubbis, becoming Head of Learning Solutions. David has directed and managed a range of projects around the region with many large international and Asian-based private banks, wealth management organisations and other financial services institutions. These have focused on the development of senior and middle-management skills, front-line sales staff skills and knowledge, as well as sales, sales management and client engagement process development. Clients with which David has created and delivered skills training include: AXA; BSI Bank; Bank of Singapore; Bank Julius Baer; Barclays Wealth; Coutts; Credit Suisse; EFG Bank; HSBC Private Bank; Prudential; The Royal Bank of Scotland; UBS; UOB; and Zurich International. David Varley Head of High Net Worth - Asia AXA Eric Mellor Regional Sales Director, Asia Pacific Avaloq As a Director at Avaloq (Asia Pacific), Eric is responsible for new customer acquisition across South East Asia and works closely with banks and wealth managers who are seeking to implement the Avaloq core banking system directly or to outsource operations to Avaloq’s unique Singapore based operations centre. Eric is an experienced wealth management professional having held positions at various points along the distribution channel, including development roles at Friends Provident, a FTSE 100 UK insurer, HSBC International in Singapore and HSBC Global asset Management in Hong Kong. After seven years in Asia, Eric joined Avaloq in 2014 to help customers to leverage the unique Avaloq proposition in order to develop, implement and manage their digital transformation strategies. Marco Kaster Investment Director, Asia Stanley Gibbons Marco joined our Hong Kong office in 2012 as Investment Director. His main responsibilities are overseeing the Stanley Gibbons office in Hong Kong, the development of new business in Hong Kong and the broader Asia-Pacific region, building relationships with private banks, IFAs, wealth managers and other intermediaries, presenting SG’s investment services at events and other networking opportunities and maintaining relationships with existing and potential new investors. Prior to joining Stanley Gibbons (Asia) Limited, Marco spent almost 20 years with KPMG and just under 2 years with a smaller global consulting firm, primarily in merger and acquisition related advisory roles. SPEAKERS David is Head of High Net Worth for AXA in Asia. He works with private banks, high net worth brokers, family offices, trust companies, lawyers and directly with HNW individuals themselves on wealth structuring and planning solutions within Insurance. His specialist is PPLI/Lifewrapping of assets, and structuring assets and investment strategies for HNW individuals and families. Previously David was Regional Protection and Health Development manager as AXA Asia, which has been seen by the company as a major sector for regional growth. Prior to this, he set up and for four years managed the Axa Hong Kong international brokerage business. He has a Bachelor of Commerce and a Management Honours Degree from Melbourne University. With a published Thesis titled: “Innovate or Die” He lives in Hong Kong with his wife Lisel. 22 INDONESIAN WEALTH MANAGEMENT FORUM 2015 Glant Saputra Hadi Vice President Head, Wealth Management Product & Affluent Segment Bank Maybank Indonesia Glant Saputra Hadi started his career in 2002 in the banking industry, and joined Bank Internasional Indonesia in 2006 as a senior manager. He is 36 years old and married with two children. He received a Bachelor of Commerce in Finance & Marketing, and a Postgraduate Diploma of Business in Finance & Economics, both at the Curtin University of Technology, Western Australia. Greg Prosowicz, PhD Head of Product Management, Capital Markets COMARCH Greg Prosowicz is a Head of Product Management for Comarch Capital Markets. He holds a Ph.D. degree in Economics of Cracow University of Economics and Executive Master of Business Administration of Stockholm University School of Business. He is responsible for capital market solutions including wealth & asset management and securities trading. At Comarch since 1998, he has been working as a project manager, a senior analyst and a consulting manager. Grzegorz specialises in investment management, investment advisory, market efficiency and performance measurement. SPEAKERS Ivan Jaya Head, Wealth Management, Indonesia Citibank Ivan is Citibank’s senior vice president, head of wealth management, Indonesia. Ivan is responsible in delivering wealth management service by developing investment and foreign exchange products and providing services to high net worth and affluent clients. Ivan is also responsible in executing Citigold Priority Banking’s business plan and strategy by delivering distinguished value proposition and optimising profitability in the portfolio and loyalty management. Prior to joining Citibank in April 2013, he was the senior vice president, head of consumer bank business planning and customer analytics in ANZ Bank, and served in a number of positions at Standard Chartered Bank and American Express Bank. He holds an MBA degree from Institute of Technology Bandung (ITB) and a bachelor’s degree in Industrial Engineering from University of Parahyangan, Indonesia. Jake Wallis President Director Imperium Capital Indonesia Jake Wallis studied International Finance & Capital Markets (BA Hons) at the University of Brighton Business School before joining one of the UK’s leading banks. He progressed through a variety of senior management and advisory positions. He relocated to Asia in 2010, joining the Imperium Capital Group, and is currently President Director at PT Imperium Capital Indonesia. In over a decade of working in the banking and finance sector, Jake has accumulated numerous qualifications and awards, and enjoys the challenge of fusing international and local best practice as developing Asian economies continue their growth. INDONESIAN WEALTH MANAGEMENT FORUM 2015 23 Mahesh Bulchandani Chief Executive Officer, Asia FinIQ Mahesh Bulchandani is currently Chief Executive Officer for Asia at FinIQ Consulting. FinIQ is a technology platform that specialises in Wealth Management and Treasury systems. FinIQ is a market leader in this space, with 20+ banking groups currently live with FinIQ systems. Prior to this Mahesh spent 6 years in Technology and 17 years in Investment Banking industry. In Investment Banking, Mahesh held various positions in origination, syndicate, underwriting, sales and structuring functions related to Derivatives, Foreign Exchange, Risk Management and Capital markets. Mahesh obtained his MBA from IIM Calcutta after having completed his degree in Engineering. Maikel Sajangbati Chief Executive Officer & Founder MCI Michael Stanhope Founder and Chief Executive Officer Hubbis Michael has an extensive background in financial services in Asia, Europe and North America. He has been in Asia-Pacific since 1995 – first in Hong Kong for six years, then in Sydney and Singapore, returning to Hong Kong in 2007. Before setting up Hubbis in early 2009, Michael founded Pacific Prospect in 2002 and sold it to global business-to-business publisher Incisive Media in 2006, continuing to serve as Chief Executive Officer until October 2008. Prior to Pacific Prospect, Michael worked for nine years in financial markets publishing. He joined Euromoney Publications in 1993 as the publisher of a quarterly magazine, International Bond Investor. In 1995, Michael joined Thomson Financial Services to conceive and launch Finance Asia magazine. While he was Managing Director of Finance Asia, Michael also launched the Asian Debt Review, Asian Private Capital Magazine and started the Finance Asia Conference Business. In 1997, Michael founded FIA Limited. Born in North Wales, Michael was head boy of St David’s College Llandudno. He has a degree in Business Administration from Cardiff University. He now lives in Sai Kung, Hong Kong, and is married with three children - Reanna, Garett and Tarryn. SPEAKERS Maikel Sajangbati, born in Jakarta, Indonesia, has been President Director of PT MCI (a private banking and wealth management consulting company) since 2001. Before this, he spent more than 16 years as a senior executive in PT Metlife, Indonesia & Metlife Philippines, Manila, The Philippines (a subsidiary company of Metropolitan Life, New York, US). In the last 10 years, Maikel has consulted the following clients in the areas of strategic and operational planning, research and wealth management certification programmes: RBS Bank, SCB Bank, DBS Bank, Commonwealth Bank, Chinatrust Bank, Bank Mandiri, Bank Syariah Mandiri, BRI, BCA, BNI, Bank Danamon, Bank CIMB Niaga, Bank Permata, BII, Bank Bukopin, Bank Jabar Banten, ICB Bumiputera, Bank Century, Jiwasraya Life, Jasindo Insurance, Central Asia Raya Life, AXA Life Indonesia, BNI Life, Takaful Life, Tugu Mandiri Life, Bumi Asih Jaya Life, Zurich Life, Manulife Financial, Kresna Graha Sekurindo, Sinarmas Sekuritas, Trimegah Sekuritas, and Bakorsurtanal. He is also Founder and on the Board of Examiners of the Certified Wealth Managers’ Association (CWMA), on the Board of Experts of the Indonesia Insurance Institute (AAMAI), a member of both the FLMI Society of Indonesia and of the Financial Planning Association Indonesia (FPAI), and a Faculty member of the Master of Management Universitas Gadjah Mada (MM-UGM). Maikel’s articles and opinions have been published in various journals and newspapers in Indonesia, such as: Kompas, Bisnis Indonesia, The Investor Daily, Info Bank, Investor Magazine, Warta Ekonomi, Bisnis Bank, Pesona Femina, Tabloid Bisnis & Uang, Stabilitas, Broker Magazine and Journal AAMAI. He has attended and presented papers at various international and domestic seminars. He received his professional designation as a Certified Wealth Manager (CWM) from The University of Greenwich Business School, London, UK, and as a FLMI, ACS, AIAA, AIRC and ARA from LOMA, Atlanta, Georgia, US. He received his Diploma in Financial Planning (Dip. FP), and Chartered Financial Consultant (ChFC) & Chartered Life Underwriter (CLU) from the Singapore College of Insurance (SCI) under license from the American College, US, and his Certified Financial Planner (CFP) from FPSB in Denver, Colorado, US. He received his MSc from WCIMT in Australia. 24 INDONESIAN WEALTH MANAGEMENT FORUM 2015 Noor Quek Founder / Managing Director NQ International SPEAKERS Noor Quek is based in Singapore and founded NQ International in October 2007. She has 40 years’ experience in a broad range of banking and financial services with various established institutions. Her previous positions, all based in Singapore, with regional responsibilities, include being director and head, business development (South-east Asia), The Citigroup Private Bank, director, business development (South-east Asia), GE Capital, and deputy managing director, Rabobank Asia. Noor has extensive experience in wealth management, cross-border corporate finance, investment banking, joint-venture, and merger and acquisition-related transactions. Her market strengths are South-east Asia, the Middle East and Europe dealing with international ultra high net worth families, individuals and corporations. Her main area of expertise is in initiating, negotiating and facilitating implementation of wealth advisory and financial transactions, including philanthropy. NQ International also undertakes selective human capital placement assignments within South-east Asia, Hong Kong, the Middle East, London and Switzerland, with special skills in wealth management and key finance-related segments. Not-for-profit activities include various charity-related activities which Noor is actively involved with. Noor is currently, among others, a founding member and president of Breast Cancer Foundation and a board member of The Singapore Ireland Fund. She is also on the Inquiry panel of the Law Society, on the Lay-Panel of the Singapore Dental Council, and a member of the Women’s Health Advisory Council (WHAC) Singapore. She is a frequent speaker at international conferences on wealth management (particularly on Asian and Middle East family office issues), leadership and human capital related topics. Married with three grown children, she is a grandmother and enjoys music, travelling and cooking. Much of her music is directed towards performing to raise funds for various projects which are charity or philanthropy-motivated. Peter Huber President Director, Global Life Indonesia Zurich Topas Life Peter Huber is the President Director for Zurich Topas Life Indonesia and Country CEO for Indonesia since August 2015. He joined Zurich in July 2013 as Chief Executive Officer for Zurich Global Life Singapore and Principal Officer of Zurich International Life Limited (Singapore Branch). Bringing with him over 20 years of industry experience in Europe and Asia; with a solid cultural understanding of Asia, Peter joined Zurich from Swiss Reinsurance Company Ltd, where he was Managing Director in the Reinsurance division based in Switzerland. Prior to that he was Regional General Manager, Life & Health for Allianz SE Asia-Pacific, based in Singapore. He started his career in business consulting with Arthur Andersen. He then worked for Swiss Life Group for nearly 10 years in various business units including Investor Relations, Marketing and Business Development, becoming CEO, Swiss Life International. Peter has a Masters degree in commercial law from the University of St. Gallen Switzerland, as well as a Masters degree in Finance from London Business School. In 2005, he attended the Advanced Management Program at the Harvard Business School. Prijohandojo Kristanto Chairman PB Taxand Prijohandojo is the chairman of PB Taxand. With more than 40 years experience of local and international tax, Prijohandojo has earned the trust of a growing number of clients by providing an objective and independent counsel to local and multinational firms on the full range of taxation including international tax planning, merger and acquisition consultancy and investment structuring matters. Prijohandojo is the vice chairman of the tax committee of Indonesian Chambers of Commerce & Industry (KADIN) for the period of 2010-2015 and the chairman of the tax committee of The Employers’ Association of Indonesia (APINDO). He is also member of the Supervisory Board of Certified Wealth Managers Association. He is an active participant in forums and discussions related to Indonesia’s tax reform initiatives. As an international tax practitioner, Prijohandojo is frequently appointed as a speaker in significant national and international tax conferences and a regular contributor to technical journals on Indonesian tax issues. INDONESIAN WEALTH MANAGEMENT FORUM 2015 25 Rheza Karyanto Senior Vice President, Head of Wealth Management Product and Services Commonwealth Bank Rheza Karyanto is the Head of Wealth Management Products and Services at Commonwealth Bank Indonesia. He leads a department that responsible for Wealth Management products development, marketing, research, and services to Retail and Business banking group. He have been working with the company for 10 years since graduated from ITB as Industrial Engineer. Besides his professional career, Rheza is a Certified Financial Planner who often speak in various social academic forum and customer events. Richard Piliero Regional Executive Finaport Richard Piliero began his professional career on Wall Street, after receiving university degrees in economics and law. In the early part of his career, in New York, London and Geneva, Richard was international counsel to Merrill Lynch and Morgan Stanley. Then in 1983, he became head of the Geneva institutional office for Merrill Lynch. In 1986, he joined TDB American Express Bank in Geneva as deputy head of private banking. In 1996, Richard moved to Singapore to be the regional head for South-east Asia at American Express Bank. Before joining Finaport last year, Richard was head of South-east Asian private banking for Coutts, and regional executive for about six years for EFG in Singapore. Sigit Prihatmoko Head of Strategic Planning Group Bank Negara Indonesia K R Raju Founder and Group Chief Executive Officer Blueprint Group of Companies Mr K R Raju is the executive chairman of Blueprint Planning, a financial planning specialist licensed by the Securities Commission (SC) of Malaysia. Mr Raju is a qualifying life member of the Million Dollar Round Table (MDRT); he began his career in the insurance industry in both the life and general sectors. He holds a Capital Markets Services Representative License from the SC and is a licensed financial planner providing financial planning advice through a structured six-step process. In all, his accumulated experience in the financial services industry spans more than 30 years. A licensed trainer, Mr Raju provides regular consultancy and coaching programmes to SMEs as well as leading financial institutions for development and performance improvement related to financial planning practices. He is also a regular presenter at conferences and training courses both in Malaysia as well as regionally and has addressed audiences in the Philippines, Jakarta and India on various topics relating to personal finance, insurance planning, debt management, business insurance, wealth management and financial planning. Mr Raju has been a regular contributor of articles on financial matters to magazines such as Personal Money, 4E Journal and Smart Investment. He has also authored and published two books: “Winning strategies in financial planning”, and “A Strategic Plan to Achieve the MDRT”, which was reproduced in Mandarin, Malay and Tamil language versions. SPEAKERS Sigit Prihatmoko is currently the head of strategic planning group for Bank Negara Indonesia, where he advises the management team on key strategic issues. He is in charge of the annual strategic business planning process to drive the alignment of strategies and objectives, and to develop and articulate the vision, mission, strategy and objectives for long-term planning, as well as drive strategic communications to cascade internal and external to ensure adoption and alignment of strategic initiatives, and define and evaluate in-organic and business development opportunities. He has been with the company for more than 15 years, assuming various roles including project manager of the contact centre, project manager of the multi-channel strategy, head of trade finance, and manager of the IT division. Sigit graduated from Gadjah Mada University, Yogyakarta, Indonesia with Magister Management, specialising in Finance, and a Bachelor of Electrical Engineering and Communication at the same university. He is a Certified Documentary Credit Specialist (CDCS) from IFS Learning in the UK. 26 INDONESIAN WEALTH MANAGEMENT FORUM 2015 Teddy Oetomo Head of Intermediary Business Schroders Indonesia Teddy Oetomo is Head of Intermediary Business of Schroders (Indonesia). Between 2006 and 2014, Teddy was employed by Credit Suisse wherein his last post was as director and head of equity research of Credit Suisse Indonesia. During his time in Credit Suisse, Teddy has covered various sectors including Indonesia strategy, agricultural, retail, automotive, banking, property and pharmaceutical sectors. Prior to joining Credit Suisse, Teddy has been a lecturer at Sydney University in Australia and research analyst at CRC Capital Market, Sydney, Australia. Teddy also holds publications in various internationally refereed academic journals such as Journal of Futures Markets, Journal of Portfolio Management, Pacific Basin Finance Journal, Accounting and Finance, Australian Journal of Management, Journal of Emerging Markets Finance and Journal of Alternative Investments. Teddy holds Bachelor of Economics with first class honor and PhD in Economics from University of Sydney, Australia. Tri Djoko Santoso Chairman FPSB Indonesia SPEAKERS Tri Djoko Santoso CFP® is the chairman of LSP Financial Planning Standards Board Indonesia, a non-profit organisation that manages, develops and operates global CFP® certification in Indonesia. He is currently working in the board commissary of an insurance company and an ATM payment service operator in Indonesia. Prior to this, he was a Marketing Manager of IBM Indonesia, a VP of Bank Bali, a Board Director of PT Bali Life, PT Prudential Bancbali Indonesia and Panin Financial TBK and CEO of PT Alto Networks. Mohammad Afdal Pamilih President Director Danareksa Capital Mohammad Afdal Pamilih obtained an M.Sc degree in Mathematical Sciences from The University of Texas. Arlington, USA in 1984 and a B.Sc in Mathematics and Computer Sciences from Jacksonville State University, USA. in 1982. Through 1980 he was enrolled in the Industrial Engineering department of lnstitut Teknologi Bandung (ITB). He started his career with JP Morgan. New York, USA as programmer analyst in forex analytics in1984. He then continued to County NatWest Government Securities in the same city as fixed-income quantitative analyst until 1989. As he returned to Indonesia, he joined Bank Niaga with Head of Treasury as his last position in 1995. He then served as Director of Treasury in Bank Papan Sejahtera for one year, prior to the position of Danareksa Chief Representative in London for the following two years. He served as President Commissioner PT Brent Asset Management before joining PT Danareksa Capital as the Director in 2010. He has been a CFA charterholder since 1995. INDONESIAN WEALTH MANAGEMENT FORUM 2015 27 Vera Margaret Wealth Management and Private Banking Product Group Head Bank CIMB Niaga At PT Bank CIMB Niaga, Vera is wealth management and private banking product group head, at the level of first vice president. She previously worked at PT DBS as head of investment, insurance, and treasury. Her responsibilities included: managing product process, creation, regulation and launching of the investment, bancassurance and treasury business; managing agreement, relationship competitiveness of both investment and insurance at DBS Bank, and product segmentation for all distribution channels, achieving the company’s target. Vivian Secakusuma Chief Executive Officer, Indonesia BNP Paribas Investment Partners Jeremy Ng Managing Director & Deputy Chief Executive Officer, Asia Leonteq Securities Jeremy Ng is managing director & deputy chief executive officer, Asia at Leonteq Securities, responsible for building Leonteq’s distribution business in Asia. He was most recently head of third-party distribution in Hong Kong and Singapore at Goldman Sachs Securities Division, where he worked from 2010 to 2015. From 2006 to 2010, he was at Deutsche Bank Global Markets, as director, cross asset structured products sales for in Hong Kong and Singapore. From 2003 to 2006, he worked at Morgan Stanley Private Wealth Management. And from 2000 to 2003, he was with Goldman Sachs Investment Management Division. SPEAKERS Vivian attended the Northwestern University in Chicago where she received a Bachelor of Science degree in Chemical Engineering in 1993. In the same year, her research paper was published in the Journal of Rheology. Vivian started her career with Citibank as a Management Associate in its Investment Banking arm, PT Citicorp Securities Indonesia. Later on, she attended the Stanford University for her post-graduate studies and graduated in 2000, earning Master of Science degree in Engineering-Economic Systems and Operations Research. Upon her returning to Indonesia, she worked for Citigroup Asset Management as a Relationship and Product Manager. In 2003, Vivian joined PT BNP Paribas Investment Partners (previously known as PT MeesPierson Finas). She became the Head of Marketing in 2007 and was appointed to be the Head of Sales and Marketing in 2010. Vivian has been the President Director of PT BNP Paribas Investment Partners since September 1, 2011. Vivian is licensed as Investment Manager Representative from the Indonesian Capital Market and Financial Institution Supervisory Agency. 28 INDONESIAN WEALTH MANAGEMENT FORUM 2015 Rima Suhaimi President Director / Chief Executive Officer RHB OSK Asset Management 1990 – 1996, PT Asian Development Securities - Corporate Finance Manager. 1996 – 1997, PT BNI Securities - Senior Manager, Asset Management Division. 1997 – 1998, PT BT Prima Securities (in association with Banker Trust Co) - Associate Sales & Distribution. 1998 – 2001, PT ABN AMRO Manajemen Investasi - Institutional Client Sales Manager. 2001 – 2001, PT ABN AMRO Manajemen Investasi – Director. 2002 – 2009, PT ABN AMRO Manajemen Investasi - President Director. 2009, PT RHB OSK Asset Management, sebelumnya bernama PT OSK Nusadana Asset Management - President Direktur (Koordinator Fungsi Investasi). Djoko Soelistyo Head of Wealth Product Management ANZ Bank SPEAKERS Djoko is the Head of Wealth Product Management for PT Bank ANZ Indonesia. He has been in this role since 2012 with main responsibilities are managing end to end Wealth products’ development and their deliveries. Prior to his career in ANZ, Djoko has been 16 years in retail banking business and had managed various business units in Citibank and PT. Bank Commonwealth. He started his career right after his graduation from University of Trisakti in 1994. Yifei Li Head of South East Asia, Retail Distribution Business BlackRock Yifei Li, Director, is Head of BlackRock South East Asia Retail Distribution Business. Yifei has been with BlackRock since 2005 including her years with Barclays Global Investors (BGI) which merged with BlackRock in 2009. She joined BGI as a member of the iShares European business development team covering Germany. Following on, Yifei was responsible for the iShares business development initiatives in China, Taiwan and South East Asian countries. Since 2012, she is responsible for the mutual fund and ETFs retail distribution for BlackRock within South East Asian countries. Prior to BlackRock, Yifei worked in sales trading on the equity derivatives desks at Societe Generale (2000) and Macquarie Bank (2002). Yifei earned a MSc Finance from Cass Business School in London and a BA in economics from Universitaet Duisburg-Essen Germany. Your one-stop-shop for continuing professional development The Hubbis online training platform provides you with the critical compliance training you need, as well as product and skills training - all of which is assessed and recorded for reporting purposes. Our popular compliance courses Anti-money laundering Compliance and business ethics Cross-border sales guidelines KYC FATCA Fraud prevention Market abuse Misselling and suitability Sanctions Singapore data protection The training platform The training platform allows company administrators to competency-assess individuals, set customised learning plans, track user performance and maintain a complete record of staff professional development. Contact us at [email protected] 300+ hours of training Tracking & reporting Cost effective Learning plans GOLD SPONSOR CFA Institute is a global community of more than 125,000 investment professionals working to build an investment industry where investors’ interests come first, financial markets function at their best, and economies grow. www.cfainstitute.org GOLD SPONSOR 38 SILVER SPONSOR INDONESIAN WEALTH MANAGEMENT FORUM 2015 About Heritage Trust Group CO M PA N Y P RO F I L E Singapore, Hong Kong and the British Virgin Islands (BVI) offices. Heritage is regulated and licensed, by the government authorities in the countries we operate in. As an independent trust and corporate services company, Heritage takes pride in applying international best practice standards throughout the Group. The principal activities of the Heritage Trust Group are the provision of trust, foundation, fiduciary, corporate services and accounting services, including assisting clients in the establishment of structures in various jurisdictions for clients seeking confidential and cross-border solutions. Through our network of offices in Singapore, Hong Kong and the BVI along with associated entities in Brunei, New Zealand and Seychelles, the Group is able to provide its high net worth and corporate clients with global structured solutions. With a prudent approach to business practices, our multi-disciplinary team of professionals works closely with lawyers, bankers and accountants, ensuring each client’s needs are confidentially maintained and administered in the most effective manner. For more information, please visit: www.heritagetg.com Addresses Singapore Heritage Fiduciary Services Pte Ltd 50 Raffles Place #15-05/06, Singapore Land Tower Singapore 048623 T (65) 6533 0774 F (65) 6533 0224 Hong Kong Heritage Corporate Services (HK) Limited 902, 9th Floor Loke Yew Building 50-52 Queen’s Road Central Hong Kong T (852) 2527 9396 F (852) 2527 0762 BVI Heritage Trust Services (BVI) Limited Ground Floor, Coastal Building Wickhams Cay II, Road Town, Tortola British Virgin Islands VG1110 T (284) 494 7077 F (284) 494 7078 Contact details Singapore Dr Angelo Venardos Chief Executive Officer [email protected] Irene Lee Asst. General Manager [email protected] Michelle Sng Wealth & Estate Planning [email protected] Hong Kong Francis Chew General Manager [email protected] Hong Kong BVI Singapore Asian Focus, Global Solutions Asia’s Leading Trust and Corporate Services Firm Singapore Hong Kong Heritage Fiduciary Services Pte Ltd Heritage Corporate Services (HK) Limited 50 Raffles Place, #15-05/06, Singapore Land Tower, Singapore 048623 Tel: (65) 6533 0774 Fax: (65) 6533 0224 Email: [email protected] www.heritagetg.com 902, 9th Floor, Loke Yew Building, 50-52 Queen’s Road Central, Hong Kong Tel: (852) 2527 9396 Fax: (852) 2527 0762 Email: [email protected] BVI Heritage Trust Services (BVI) Limited Ground Floor, Coastal Building Wickham’s Cay II, Road Town, Tortola British Virgin Islands VG1110 Tel: (284) 494 7077 Fax: (284) 494 7078 Email: [email protected] 40 SILVER SPONSOR INDONESIAN WEALTH MANAGEMENT FORUM 2015 About IRESS IRESS is a principal supplier of share market and wealth management systems in Australia, Asia, New Zealand, Canada, South Africa and the UK. CO M PA N Y P RO F I L E Our solutions We produce innovative, sophisticated solutions for serious financial market and wealth management participants. Our two core product streams, IRESS and XPLAN, comprise an equity information and trading platform and an extensive suite of financial planning and associated tools. Both product streams support a diverse range of roles and offer front, middle and backoffice functionality. All our solutions tailor to the individual needs of our clients. Our clients IRESS clients range from large corporations through to independent operators. We support all financial market and wealth participants who have a need to manage and monitor industry information. Who we are We are a progressive, service-based organisation that employs over 1,340 employees in 14 offices worldwide. Located in the centre of the major financial districts, our staff have local knowledge and industry experience. Open channels of communication keep us focused and informed across the entire business. Our relationships We strive for excellence in our relationships with clients and industry bodies alike. We are client-driven, responsive and promote a culture that supports working with our customers and the industry to face challenges and keep pace with industry developments. Key contact Jason Hoang Managing Director T 65 6672 6270 E [email protected] One sign-on, one client view, one solution for Private Wealth Management Client Relationship Management Advice Creation and Execution Multi- device Adviser Interface and Client Access Portfolio Management Order Management Compliance and Business Management IRESS’ web-based Private Wealth Management solution seamlessly integrates the advice, order execution, portfolio and client management tools you need to deliver your private wealth service and an exceptional experience to your clients. It’s ONE solution with multiple components critical to your business. It’s ONE sign-on, ONE client view and ONE interface enabling multiple aspects of your client service. It’s the ONE solution to multiple business challenges. For more information: call +65 6672 6288 or email: [email protected] IRESS provides connectivity, trading, wealth management and market data solutions Offices in: Australia, Canada, Hong Kong, New Zealand, Singapore, South Africa, United Kingdom. www.iress.com 42 SILVER SPONSOR INDONESIAN WEALTH MANAGEMENT FORUM 2015 CO M PA N Y P RO F I L E About Profile Software Founded in 1990, Profile Software, an ISO-certified and listed company, is a specialised financial solutions provider, with offices in Geneva, Dubai, London, Singapore, Athens and Nicosia. It delivers market-proven solutions, with an exceptional track record of successful implementations, to the Banking and Investment Management industries. Profile Software is recognised as an established and trusted partner in a number of regions, offering a wide spectrum of solutions to the financial services sector. The company’s solutions have been approved and awarded by international research companies due to their flexibility and functionality. They enable Financial Institutions worldwide to align their business and IT strategies while providing the necessary business agility to proactively respond to the everchanging market conditions. Its leading product range includes: - FMS.next a comprehensive banking platform effectively covering all Core Banking and Private Banking requirements, as well as P2P Lending - IMSplus the award-winning investment management platform that comprehensively and modularly cover the areas of Wealth Management, Asset and Fund Management, Insurance and Family Office - Axia the web-based omni-channel solution for wealth management that enables both the banks and investment firms to utilise the functions needed with various deployment options. It incorporates a client onboarding solution to meet industry needs for agile operations. For further information - www.profilesw.com Key contact Akash Anand Head of the MEA & APAC regions Managing Director – Regional Affairs E [email protected] Singapore 137 Market Street, Level 6 048943 Singapore T 65 6809 3858 F 65 6809 3701 Dubai Silver (AG) Tower Promenade Level (G-1) Unit AG PF 12, Jumeirah Lake Towers PO Box 340505 Dubai, UAE T 971 4 375 8127-8 Hubbis online learning We help practitioners meet their professional education obligations via e-learning, event presentations, video Q&As, books & publications, forums and thought-leadership. Analyse results 80+ courses E-learning modules Reporting Hubbis offers 80+ proprietary training courses covering core The Hubbis system allows the recording and reporting of all topics relevant to building and improving effective & appropriate advisory skills in an Asian industry context. The Hubbis online and offline internal and third-party training in order to provide a complete training record for each individual. The Hubbis syllabus covers major product, skills & compliance topics. e-learning platform also offers a dedicated reporting feature 200+ hours ised data sets to match both internal and regulatory training enabling HR and / or compliance managers to generate customreporting requirements. Presentations, video Q&As, books & publications Hubbis augments formal courses with over 200 hours of live-learning content that ranges from expert articles and interviews to engaging presentations from Hubbis’ highly acclaimed Wealth Management events. Each training course and many of the additional materials are in modules of 30 and 60 minutes for CPT/CPD and all Hubbis modules are assessed prior to completion to assist in demonstrating user’s learning success for regulatory reporting. Learning modules Our courses are developed to cover the below content topics: REGULATION & COMPLIANCE INVESTMENTS SKILLS FAMILY WEALTH STRATEGY & BUSINESS LIVE-LEARNING hubbis.com Our learning platform HR & compliance The user Administrators Live learning LEARNING PLAN Tracking Online Simple access through an internet portal that is available 24 hours a day, Online courses We give HR & compliance managers the ability to build learning plans, and 365 days a year. You will have access apply those plans to defined groups, to 80+ engaging e-learning courses and track and record each individual’s that enable users to conveniently earn learning progress. CPT / CPD points. Tracking Reporting Records Not all e-learners are at the same The e-learning reporting function stage in their professional development or training lifecycle. The integrated Reporting also allows all offline and 3rd-party training to be uploaded to give a single, reporting system allows HR & consolidated history for each user. It compliance managers to monitor also enables organisations to report employee progress - highlighting areas this training to the regulator in a fast, of weakness / strength. accurate and consistent format. Consolidated record Meeting your critical compliance requirements HUBBIS PROJECTS 2016 JANUARY MAY Forum Compliance in Asian Wealth Management Forum Thursday 21st January, Pan Pacific, Singapore High-Impact Briefing Commodities Tuesday 10th May, Singapore Publication Asset Management Yearbook Forum Asian Wealth Management Forum Thursday 12th May, Pan Pacific, Singapore FEBRUARY Forum Middle East Wealth Management Forum Tuesday 16th February, Ritz Carlton, Dubai Forum Asian Wealth Management Forum Tuesday 23rd February, Conrad, Hong Kong MARCH Forum Independent Wealth Management Forum Thursday 10th March, Pan Pacific, Singapore High-Impact Briefing Commodities Tuesday 15th March, Hong Kong Publication Independent Wealth Management in Asia Publication Wealth Management in the Middle East Forum Thailand Wealth Management Forum Thursday 19th May, Conrad Hotel, Bangkok Forum Philippines Wealth Management Forum Thursday 26th May, Shangri-La Hotel, Manila Publication Indian Family Wealth JUNE Forum Structured Products Forum Thursday 2nd June, Pan Pacific, Singapore High-Impact Briefing DPM Tuesday 14th June, Singapore Forum Digital Wealth - Asia Thursday 16th June, Pan Pacific, Singapore APRIL Publication Swiss Private Banking & Wealth Management Forum Indian Family Wealth Forum Wednesday 6th April, Sofitel BKC, Mumbai Publication Wealth Management in the Philippines High-Impact Briefing Income strategies Thursday 14th April, Singapore High-Impact Briefing Real assets Tuesday 26th April, Hong Kong Publication Family Wealth in Asia Publication Digital Wealth - Asia Michael Stanhope | JULY Forum Malaysian Wealth Management Forum Tuesday 12th July, Le Meridien, Kuala Lumpur Publication Wealth Management in Asia Publication Wealth Management in Malaysia Publication Islamic Wealth Management I HUBBIS PROJECTS 2016 AUGUST NOVEMBER Forum Indian Wealth Management Forum Thursday 25th August, Sofitel BKC, Mumbai Forum Asian Family Wealth Forum Thursday 3rd November, Pan Pacific, Singapore SEPTEMBER Forum Digital Wealth - Asia Thursday 10th November, Four Seasons Hotel, Hong Kong Forum Structured Products Forum Thursday 1st September, Conrad Hotel, Hong Kong High-Impact Briefing Income strategies Tuesday 6th September, Hong Kong Forum Vietnam Wealth Management Forum Thursday 8th September, Melia Hotel, Hanoi Forum Wealth THINK Tuesday 20th September, Pan Pacific, Singapore OCTOBER Forum Taiwan Wealth Management Forum Tuesday 22nd November, Le Meridien, Taipei Forum China Wealth Management Forum Thursday 24th November, Grand Hyatt, Shanghai Publication SWISS-ASIA Wealth Exchange Publication Wealth Planning DECEMBER High-Impact Briefing Alternative investments Thursday 13th October, Singapore High-Impact Briefing Real assets Thursday 1st December, Singapore Forum Indonesian Wealth Management Forum Thursday 20th October, Shangri-La Hotel, Jakarta High-Impact Briefing Independent wealth management update Tuesday 6th December, Hong Kong Forum SWISS-ASIA Wealth Exchange Tuesday 25th October, ConventionPoint, Zurich High-Impact Briefing DPM Wednesday 26th October, Hong Kong High-Impact Briefing Independent wealth management update Thursday 8th December, Singapore Publication Wealth Management in China Publication Special Report on Insurance in Asia Publication Wealth Management in India Michael Stanhope | Founder & Chief Executive Officer | T +852 2563 8766 | E [email protected] 2 Helping Asia lead the world in wealth management Our products Get in touch Hubbis is the leading provider of independent and training for content, l companies providing wealth management-related is to products and services in Asia. Our help you become more competent and capable so that you can provide suitable and trusted advice for your clients. Michael Stanhope lets talk. hubbis.com T +852 2563 8766 E [email protected]
