We are delighted to host our 6th annual event for the wealth management community in Indonesia.

This is a time of excitement in the market, in the wake of the new tax amnesty programme. This should, for example, be the catalyst to now kick-start the country’s wealth management sector.

At the same time, regulation for financial advisers is coming, hopefully helping to drive more awareness, growth and engagement.

This all presents a tangible opportunity to build a longer-lasting business.

In line with this, local banks should also be able to close the gap that has existed to date in terms of the quality of advisers, connectivity, processes and access to investments that are commonplace within universal banks.

The key challenge for the industry is whether it can create and sustain the resources required to offer a professional and efficient service.

Added to this is the need to ensure that technology – especially via mobile, digital and social channels – can be harnessed, along with product innovation and education of both clients and advisers alike.

In particular, penetration levels at local banks of funds and insurance needs to significantly increase from the current, single-digit levels. But a combination of economic growth, demographics and future financial needs is expected to result in growth in the number of people who will invest in mutual funds – to surpass the relatively small 370,000 or so currently.

The regulator is also trying hard to shore up the fundamentals for the industry and increase capacity. This needs to start with expanding the size of the market, including more depth and diversity, greater liquidity and, in turn, a larger number of investors.

We have designed this agenda to look at where the market is at today, the opportunities and challenges it faces, and where it needs to go to move to the next level.

This event is for anyone servicing wealthy clients – including private banks, retail banks, insurance companies, securities firms, local asset managers and others.

Key also to the content is providing insights from experts in overseas markets – sharing best practices, the components of successful businesses, and lessons learned from developing and managing wealth management offerings – elsewhere in Asia.


Shangri-La, Jakarta

Jl. Jend. Sudirman Kav 1, Jakarta Pusat

DKI Jakarta 10220, Indonesia