Wealth Management in Practice: What should Islamic wealth managers focus on?
Dates: 16 May 2017 (8.30am - 1.00pm)
Venue: Securities Commission Malaysia
Wealth management is a high level professional service of financial and investment advice which is highly customised, consultative, result oriented investment- advisory discipline. It incorporates clearly defined investment planning strategies supported by a wide range of financial services and expert advice to meet the specific needs of high net worth individuals, families and foundations and endowments with the goal of sustaining and growing long term wealth.
In this highly focussed half-day programme we reflect on the growth potential of the Islamic fund and wealth management market. We invite you to join globally successful wealth managers, the best industry leaders, discerning investors and committed market regulators to raise, constructively challenge and discuss forward thinking ideas to build the right balance of dynamics that need to be in play for the proper development and successful implementation of Islamic wealth management strategies for global investors. Participants will also be able to reflect upon emerging global market risk challenges with our distinguished speakers and together explore business opportunities for Islamic wealth managers to focus on.
This Programme will focus on:
- the global economic outlook and financial market competiveness of Asia
- the growth potential of the global Islamic fund and wealth management market
- highlights of SC Malaysia's Islamic Fund and Wealth Management Blueprint
- the evolving regulatory framework in promoting wealth management in Asia
- the new risk challenges facing the wealth management industry today
- the competition from technology driven investment advice and solutions
- the value proposition of the Islamic finance and wealth management industry
Participants will be able to:
- Update themselves with the global market outlook of Islamic finance and capital market development trends
- Gain insights into the key recommendations of the Malaysia Islamic Fund and Wealth Management Blueprint
- Discover and examine the value proposition of the Islamic fund and wealth management industry
- Evaluate in-depth knowledge gained from current Islamic capital market trends through highly focused presentations
- Assess and relate market and developmental issues in Islamic Wealth Management by identifying key challenges and business opportunities
- Verify and exchange views with industry leaders and regulators on current and future developments in the Islamic capital market
- Discover and examine the value propositions of the Islamic finance and wealth management industry
|Tuesday, 16 May 2017
|8.30am - 9.00am
||Registration & Welcome Breakfast
|9.00am - 9.15am
|9.15am - 9.45am
||Islamic Fund and Wealth Management - The New Enablers
- Building business enabling environments - Key recommendations of the Islamic Fund and Wealth Management Blueprint
- Key elements of the Shariah regulatory and governance framework
- Islamic fund and wealth management in Malaysia
|9.45am - 11.15am
||Islamic Funds and Wealth Management - Report Card Panel Presentations
Panel Discussion and Q&A
- Global growth of SRI, Shariah-compliant sustainable and responsible investing ideology
- Enhancing the value proposition of global wealth managers with Islamic products
- Shifting demographic profile, priorities and preferences of Asian HNW clients
- Value proposition of Islamic wealth management
- Convergence of Islamic funds wealth management with SRI and ESG investing
- Best practices in matching fit and proper financial products for HNW clients
- Business opportunities - Retail vs. institutional clients
- What might be the next black swan and how can we be ready?
|11.15am - 12.45pm
||Challenges - How Can We Prepare?
Panel Discussion and Q&A
- Challenges of complying with changing and complex regulatory environments
- Managing expectations - Dealing with typical complaints and concerns of HNW clients
- Ensuring greater fee structure transparency in wealth management services
- Role of idependent advisors and 'advice only' services in Asia
- Managing expectations - Matching fit and proper financial products for HNW clients
- Rise of fintech solutions and 'robo-advisers' - Are they good or bad Islamic wealth management businesses?
- What are the critical factors that can influence (positively or negatively) the growth of Islamic funds and wealth management particularly in Asia?
||End of Programme
RM 650 + 6%GST = RM 689