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Overview

WEALTH ACCUMULATION & MANAGEMENT

More than 500 metric tons of gold are held in private hands, trillions of VND are deposited in the banking system, Vietnamese investors trade nearly $20 billion per month on Binance, and countless families and businesses are formulating inheritance plans.

In Vietnam, the demand for wealth management is on the rise, particularly as the number of individuals and families with significant asset continues to grow. The Investment Conference 2025 will bring together financial experts from both domestic and international markets to exchange insights and explore new opportunities in personal and family wealth management in Vietnam. The conference will focus on key topics such as portfolio optimization, risk management, long-term financial planning, and technology trends in wealth management.

Speakers

Speakers 2024

Mr. Peter McInnes

Managing Director, Head of APAC Corporate Finance Advisory, J.P Morgan.

Mr. Michael Loh

Executive Director, Asia Markets Strategist, J.P Morgan.

Mr. Rich Qiu

President, New Ventures at Udemy

Mr. Danny Le

CEO, Masan Group

Mr. Nguyen Manh Tuong

CEO, MoMo

Mr. Pham Hong Hai

CEO, OCB

Host 2024

Mrs. Dinh Thi Hoa

Founder, Galaxy Group

schedule

Agenda


Time: 8:30 - 12:00 June 3rd, 2025

Venue: Pullman Saigon Centre, 148 Tran Hung Dao, District 1, HCMC

WELCOMING & NETWORKING

PROGRAM INTRODUCTION

PRESENTATION: THE LANDSCAPE OF GLOBAL AND VIETNAMESE WEALTH MANAGEMENT
  • An overview of the global asset and wealth management industry
  • Unveiling an exclusive survey on wealth accumulation and management in Vietnam

PANEL DISCUSSION: SAVING – GROWING – PRESERVING WEALTH

  • The growth rate of individual wealth in Vietnam and the adoption of wealth management services
  • Making informed investment decisions
  • Where to invest: Stocks, bonds, real estate, open-end funds, ETFs or gold?
  • Risk management strategies during wealth accumulation and preservation

PRESENTATION: WEALTH MANAGEMENT – SHORT-TERM & LONG-TERM FINANCIAL STRATEGIES
  • Hands-on insights on wealth management and adoption of wealth management services in Vietnam
  • Goal-based investment strategies: Growth – Safety – Retirement.

PANEL DISCUSSION: TECHNOLOGY-ENABLED WEALTH MANAGEMENT

  • Holistic financial management: Cash flow optimization, smart investment, and tech application
  • A standardized digital financial model and holistic finance
  • Q&A & Conclusion: Audience interaction and key takeaways .

NETWORKING & CLOSING

partners

Partners

Ms. Mộng Cầm: 0932 133 134
Email: mongcam@nhipcaudautu.vn

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