Events » Private equity »

When: August 23, 2017
Where: Sofitel Hotel, Level 2, Grand Salon C-57, Bandra Kurla Complex, Bandra East Mumbai 400051, India
Organiser: Hubbis
The event is aimed at the Indian wealth management community and is designed specifically for CEOs and senior management, product producers and business heads from local and universal private banks and retail banks, along with NBFCs, MFOs, national distributors, IFAs, registered investment advisers and insurance companies. Attendance is limited to 120. The agenda will consist of a blend of panel discussions, case studies and presentations on different aspects of the business with the aim of driving practical discussions to evolve the industry and take it to the next level. Subjects include the regulatory environment (how it will develop and what the opportunities and challenges are), driving revenue, cutting cost, how to become more relevant to clients as they seek more advice and get smarter and more demanding, performance management, enhancing capability, competency and capacity, evolving product offerings, providing advice, segmenting and serving the next generation and improving client education. Senior wealth management practitioners from overseas will share their insights and experiences in building businesses.

When: August 31, 2017
Where: W Hotel, 1 Austin Road West, West Kowloon, Hong Kong
Organiser: Hubbis
The agenda will focus on the increasing need for product manufacturers and distributors to help clients use a broader range of investments that are more suitable and relevant to their needs. The themes covered include: structured products, funds, equities, fixed income, ETFs, alternatives, China, and India.

When: September 7, 2017
Where: Park Hyatt Saigon, 2, Công Trường Lam Sơn, Bến Nghé, Ho Chi Minh City, Vietnam
Organiser: Hubbis
The event is focused on understanding the longer-term potential for wealth management in Vietnam and how to prepare for it. With a population fast-approaching 100m– around half of which is under 30 – it has been rapidly transitioning to a market-based economy. In the absence of many wealth management products and services that are common in other markets, transaction banking dominates. Only around 30 per cent or so of the population has a bank account. Banks are not allowed to sell mutual funds unless they have a securities licence and they are not allowed to offer dual-currency investments. The event is aimed at senior participants in retail banks, local asset management firms, insurance companies and other players interested in the development if wealth management in Vietnam. Speakers will provide insights from experts in overseas markets to understand wealth management, share best practices and review the components of successful businesses.

When: October 19, 2017
Where: Shangri-La, Jakarta, Jl Jend Sudirman Kav 1, Jakarta Pusat, DKI Jakarta 10220, Indonesia
Organiser: Hubbis
The event is for the wealth management community in Indonesia. This event is for anyone servicing wealthy clients including private banks, retail banks, insurance companies, securities firms, local asset managers and others. Experts will provide insights in overseas markets, share best practices, the components of successful businesses and lessons learned from developing and managing wealth management offerings and elsewhere in Asia.