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
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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
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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
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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
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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
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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
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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.
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Ground Floor, Coastal Building
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T (284) 494 7077
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Dr Angelo Venardos
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Irene Lee
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Michelle Sng
Wealth & Estate Planning
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50 Raffles Place,
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902, 9th Floor,
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Email: hkenquiry@heritagetg.com
BVI
Heritage Trust Services (BVI) Limited
Ground Floor, Coastal Building
Wickham’s Cay II,
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Tel: (284) 494 7077
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SILVER SPONSOR
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About IRESS
IRESS is a principal supplier of share market and wealth management systems in Australia,
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Our solutions
We produce innovative, sophisticated solutions for serious financial market and wealth
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We strive for excellence in our relationships with clients and industry bodies alike. We are
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and the industry to face challenges and keep pace with industry developments.
Key contact
Jason Hoang
Managing Director
T 65 6672 6270
E jhoang@iress.com.sg
One sign-on, one client view, one solution
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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 michael.stanhope@hubbis.com
2
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