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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

Mr. Tu Tien Phat

 

Chief Executive Officer
Asia Commercial Bank (ACB)

Ms. Nguyen Thanh Thao

 

CEO
Thien Viet Securities (TVS)

Mr. Nguyen Hong Son

Country President
Chubb Life Vietnam

Ms. Trinh Quynh Giao

CEO
PVI Asset Management JSC (PVIAM)

Mr. Do Quang Thuan

Senior Vice President
MoMo Financial Technology Group

Mr. Bui Thanh Trung

Senior Vice President
Thien Viet Securities (TVS)

Mr. Tran Vinh Quang

CEO
Thien Viet Asset Management (TVAM)

Ms. Nguyen Thi Thuy Sơn

Deputy Managing Director
Head of Wealth Management at VinaCapital

Mr. Ngo Thanh Huan

Chairman of the BOD
FIDT Investment Consulting and Asset Management JSC

Ms.Nguyen Anh Vien Phuong

General Manager, Affluent Clients
Standard Chartered Bank Vietnam

Mr. Nguyen Duy Linh

Former Chairman and CEO
VPBankS

Mr. Nghiem Xuan Huy

CEO, Founder
Finhay

Ms.Tran Thi Huong Giang

Miss Grand Slam Asia 2009 & Entrepreneur, CEO Astar

schedule

Agenda


Time: 8:00 - 12:00, Tuesday, July 08th, 2025

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

PRESENTATION:

WEALTH MANAGEMENT TRENDS IN THE WORLD AND VIETNAM

  • An outlook on the global wealth management landscape.
  • Survey findings: “Vietnamese people’s current state and needs of personal wealth management”.
  • Navigating long-term personal wealth management roadmaps and strategies.

PANEL DISCUSSION I:

TRIANGLE RELATIONSHIP: CONSUMPTION - SAVINGS - INVESTMENT

  • The evolving economic and technological landscape and its impact on individual financial behavior.
  • Emerging consumer trends and their influence on savings habits and investment needs.
  • Wealth accumulation strategies for high-income middle-aged individuals.
  • The mindset of wealth accumulation and investment for the younger generation.

Q&A & Conclusion: Interactive Q&A with speakers and key takeaways.

PANEL DISCUSSION II:

SHORT-TERM AND LONG-TERM FINANCIAL STRATEGIES & SUSTAINABLE WEALTH PRESERVATION SOLUTIONS

  • Delving into short-term investment: flexibility – high liquidity – risk management.
  • Long-term strategy: growth – accumulation – multi-generational wealth preservation.
  • The 70-20-10 “golden” rule in short-term, medium-term and long-term asset allocation.
  • Building a financial shield for personal and family wealth.

Q&A & Conclusion: Interactive dialogue with speakers and key takeaways.

partners

Partners

           

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For more information about sponsorship and event participation, please contact:
Ms. Mộng Cầm: 0932 133 134
Email: mongcam@nhipcaudautu.vn

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