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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.

schedule

Agenda


Time: 8:30 - 12:00 July 08th, 2025

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

WELCOMING & NETWORKING

PROGRAM INTRODUCTION

PRESENTATION: THE GLOBAL AND VIETNAMESE ASSET MANAGEMENT LANDSCAPE
  • A comprehensive outlook on the global asset management sector
  • Exclusive unveiling of survey findings on wealth accumulation and asset management practices in Vietnam.

PANEL DISCUSSION I: SAVING – GROWING – PRESERVING WEALTH

  • Assessing the pace of wealth growth in Vietnam and the adoption of professional asset management services
  • Key considerations in making informed investment decisions
  • Investment options in focus: Equities, bonds, real estate, mutual funds, ETFs, or gold/li>
  • Strategic approaches to risk management in the process of wealth accumulation and preservation

PANEL DISCUSSION II: SHORT-TERM AND LONG-TERM FINANCIAL STRATEGIES & TECHNOLOGY-ENABLED ASSET MANAGEMENT

  • Insider perspectives on navigating asset management services in the Vietnamese context
  • Goal-based investing: Growth – Safety – Retirement Planning
  • Holistic financial management: Optimizing cash flow, smart investing, and digital integration
  • Identifying the best practice models for digital finance and promoting holistic financial ecosystems
  • Q&A & Concluding Remarks: Interactive dialogue with speakers and key insights recap

NETWORKING & CLOSING

partners

Partners

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

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