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New Frontiers: Cutting Edge Strategies for Private and Corporate Wealth in South East Asia Details

The Asia Offshore Association is pleased to announce the highly anticipated 5th annual forum, to be held in Asia's leading financial center, Hanoi in Vietnam.

Through presentations, workshops, and panel discussions, the topics to be addressed include the most pressing issues in South East Asia's outbound offshore investments.

As well as building your brand, the benefits of this prestigious event include an unparalleled opportunity to share best practices and learn more about safely and successfully navigating the cross-border investment and trade, as well as financial and corporate service industries in Asia, to give your business the strongest possible platform from which to succeed.

Why You should participate 

  • Vietnam is predicted to be the fastest growing APAC market over the next 10 years. (Forbes)
  • Vietnam's UHNWI reached 110 in 2013. This number is predicted to reach 293 by the end of the next decade, which is a growth of 166%.(Dezan Shira & Associates)
  • The transformation of the Vietnamese economy over the last 25 years has been "remarkable" with economic and political reforms translating into higher incomes. (The World Bank)
  • Hanoi's Gross Regional Domestic Product (GRDP) rose by 7.17% in the first nine months of this year and the city's export revenue was estimated at US$10.51 billion, an annual increase of 21.6%.(Hanoi Department of Planning and Investment)
  • The economic growth of Vietnam will exceed 6% until 2019, among the world's fastest. (The World Bank)

Who Shall Participate

The executive attendees from be below industries with job titles being Director/Partner and/or whose title indicates senior professional qualification i.e. Lawyer, CPA etc. 

  • Accountancy
  • Asset Management
  • Business Consultancy & Investment Consultancy
  • Commercial Banking & Investment Banking
  • Corporate Services
  • Funds & Fund Management
  • Government Organisation
  • Immigration Consultancy
  • Investment Management
  • Law Firm
  • Other Financial Services
  • Private Equity & Venture Capital
  • Trust & Fiduciary Services
  • Wealth Management

How to participate

There are limited VIP tickets available to be granted for members of EuroCham Vietnam, to attend all the functions and activities for this exclusive two-day professional forum, but which is based on first arrived and first served.

Please contact Ms. Dieu Bui by email or Ms. Ji Ling by email, shall you have further inquiry regarding your attendance and registration.

May 14 - 16, 2019 GMT+7

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Meliá Hanoi
Ballroom, First level, 44 Ly Thuong Kiet Street, Hoan Kiem District
Ha Noi, Vietnam

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  • Day 1 (May 14, 2019)
    18:00 - 19:00Welcome Cocktail
    Enjoy drinks and canapés with the other delegates
    before the opening of the 2019 Asia Offshore Forum
    at : Meliá Hanoi, Camelia Lounge, 3rd Floor, 44b Ly Thuong Kiet, Hoan Kiem
    Day 2 (May 15, 2019)
    09:00 - 09:30Registration & Exhibition Booths Open
    09:30 - 09:40Welcoming Remarks: Conference Organizer
    09:40 - 10:10Session 1: Trends and Challenges for Asset Management, from the Perspectives of the APAC and Vietnam
    Gauraw Srivastava, Head of Affluent Banking & Wealth Management, Vietnam Prosperity Bank - VPBank

    Vietnam Prosperity Bank - VPBank
    10:10 - 10:30Session 2: Why Residency Planning Matters Under Increased Global Transparency
    Kenneth Camilleri, Director of Tax & Immigration, Chetcuti Cauchi Advocates
    10:30 - 10:50Session 3: Complex Trade-Offs and Diverse Outcomes for Pre-Immigration Planning
    Tuan A. Phung, Managing Partner, VCI Legal
    10:50 - 11:20Networking Coffee Break
    11:20 - 12:10Session 4: Panel Discussion–New Wealth, Emerging Opportunities
    - Panel Objective:
    With GDP growth averaging 6% annually over the last 25 years, Vietnam’s economy has taken off, integrating it into middle-income countries, and helping it to top a list of countries ranked by wealth growth over the last decade. These positive shifts have led to a growing middle class and a fast-growing number of ultra-high-net-worth individuals (HNWIs).This session delves into industry opportunities and the challenges service providers face during Vietnamese HNWIs’ future wealth creation and preservation. It also explores the available business models for seizing this growth potential and surviving in the business long-term.

    - Key Points to Address:
    • How can Vietnam’s HNW clients distinguish themselves from other Asian peers through cultural and
    psychological characteristics? What about the latest development of their investment appetites and risk preferences?

    • How have the above-influenced wealth management philosophies and mindsets of Vietnam’s wealthy class, in terms of wealth creation, preservation, and transition?

    • What is missing from the local wealth management market in Vietnam, and what are the main future growth areas with regards to the range of products, service approaches, and advisory solutions that urgently need to be customized for meeting the comprehensive demands of high-end clients?

    • In what ways can service providers guide their sophisticated clients to rationally understand and start planning global asset allocation for their portfolio diversification in a fast-changing environment?

    • What long-term business models can financial intermediaries consider to accelerate hybrid transformation for staying competitive in private wealth sectors, while collaborating with local and international regulators?

    - Panelists:
    • Les Khan, Chief Executive Officer of Citizenship by Investment Unit, St. Kitts Gauraw Srivastava, Head of Affluent Banking & Wealth Management, Vietnam Prosperity Bank - VPBank.

    • Sean Choo, Partner, Financial Services Consulting APAC, Mazars Singapore David Paillé, Partner, CJ International Group.
    12:10 - 13:40Networking Luncheon
    13:40 - 14:00Session 5: Family Office Trends in Asia
    Patricia Woo, Partner, Squire Patton Boggs Hong Kong
    14:00 - 14:20Session 6: Real Estate Acquisitions: A Gateway to an Alternative Citizenship or Residence
    Tasos Stavrou, Group Sales Operations GM & China and Asia General Manager, Aristo Developers
    14:20 - 14:50Session 7: Vietnam New Wealth Horizons: What do Trusts, Family Offices and International Private Banking have to Offer?
    Leon Mao, Director of Asia Offshore Association, Head of Family Business and Wealth Solutions of TMF Hong Kong
    14:50 - 15:20Networking Coffee Break
    15:20 - 15:40Session 8: Common Reporting Standard (CRS) in ASEAN–Overview, Update and Impact
    15:40 - 16:00Session 9: The Legal, Tax and Exchange Control Considerations of Outbound Investment by Vietnamese HNWs and Family Held Companies
    Lim Chor Ghee, General Director, Tricor Vietnam
    16:00 - 16:55Session 10: Panel Discussion –Evolving Horizons in Wealth Preservation and Succession: Why Should Vietnam’s Wealthy Consider Offshore Solutions?
    - Panel Objective:
    For many HNWIs, preserving their hard-earned wealth has become a major concern and priority to prepare for any market volatility and uncertainty. In compliance with national and international regulations, structuring and engineering of offshore legal instruments for asset protection have garnered more attention than ever. This panel presents ways to perform a thorough analysis of clients’ asset portfolio, by assessing short and long-term risks, and then identifying the best solutions for asset allocation and succession planning.

    - Key Points to Address:
    • What are the most widely used tools that wealthy families have been applying against disputes, bankruptcy, divorce or other issues with regards to wealth planning?

    • What are some streamlined methods for identifying the appropriate solutions for your clients, to better suit their asset portfolio and business purposes?

    • How can assets held by those legal structures be challenged in court, and why does the jurisdiction of domicile matter?

    • How do those structures achieve flexibility, effectiveness and sophistication (which used to be unique to offshore jurisdictions) with ongoing worldwide transparency and automatic financial information exchange?

    • With offshore investment experiencing unprecedented scrutiny, what scenarios are still available for wealthy clients in Vietnam who are searching for diversification across borders to meet each family’s special circumstances?

    - Panelists:
    • Farah Jaafar-Crossby, Chief Executive Officer, Labuan International Business and Financial Centre (Labuan IBFC).

    • Marios S. Kalochoritis, Founder and Managing Partner, Loggerhead Partners.

    • Brian Spence, Managing Partner, S&P Investments.
    16:55 - 17:00Closing Remarks: Conference Organizer
    17:00 - 18:00Networking Cocktails
    Day 3 (May 16, 2019)
    09:00 - 09:30Registration & Exhibition Booths Open
    09:30 - 09:40Welcoming Remarks: Conference Organizer
    09:40 - 10:00Session 1: Vietnam, Achievements and Challenges for Emerging as a FTA Hub
    Jean-Jacques Bouflet, Vice Chairman, EuroCham
    10:00 - 10:30Session 2: Corporate Taxation and Transfer Pricing Issues from the Perspective of Cross-Border Transactions
    Nguyen Hai Minh, Tax & Legal Partner, Mazars Vietnam
    10:30 - 11:00Session 3: Vietnam’s FDI Trends and Prospects
    Filippo Bortoletti, Deputy Manager, International Business Advisory, Dezan Shira & Associates
    11:00 - 11:30Networking Coffee Break
    11:30 - 12:20Session 4: Panel Discussion –Challenges and Solutions for Staying Engaged in the Ongoing BEPS Framework
    - Panel Objective:
    The global action plan on Base Erosion and Profit Shifting (BEPS) in reference to tax avoidance is being implemented in many countries, including Vietnam. The fast pace of tax reform stemming from the BEPS Project – combined with sometimes inconsistent local practices and enforcement – makes the tax landscape difficult to navigate for many. This session explores the tax challenges that multinational corporations face, and new approaches to ensure compliance with national regulations for their investment projects.

    - Key Points to Address:
    • What are the most significant updates on local tax administration rules for collaborating to implement BEPS measures, and what are the main features?

    • What do those mean in practice, and what are the challenges for cross-border businesses operating and investing in Vietnam?

    • The Multilateral Instrument has been designed to facilitate the swift modification of the network of existing bilateral tax agreements to implement the tax treaty-related measures developed by the BEPS initiative. What are legitimate solutions for enterprises that would make use of favorable tax regimes?

    • How can advisors effectively help to identify which of the available options suit company needs within the Vietnamese market, by considering a balance between their current objectives and long-term market interests?

    • What areas can be looked through or improved beforehand, in terms of the legal forms of transactions and operating structures, from a global tax planning perspective?

    - Moderator:
    Filippo Bortoletti, Deputy Manager, International Business Advisory, Dezan Shira & Associates

    - Panelists:
    • Phan Vu Hoang, Partner, Deloitte Vietnam.

    • Hoang Thuy Duong, Partner, KPMG Vietnam.

    • Ha Anh Tu, Director-Transfer Pricing Services, Duff & Phelps Vietnam.
    12:20 - 13:50Networking Luncheon
    13:50 - 14:20Session 5: Doing Business and Investment in Vietnam in the Era of BEPS
    Phan Vu Hoang, Partner, Deloitte Vietnam
    14:20 - 14:40Session 6: New Opportunities and Challenges when Structuring Investment Funds with Improving Transparency
    14:40 - 15:00Session 7: New Opportunities of Cross-Border Investment under Belt and Road, and Integrated Service System Set-up
    Mike Huang, Chief Executive Officer, Yingke Thailand/Cambodia/Vietnam
    15:00 - 15:30Networking Coffee Break
    15:30 - 16:00Session 8: Update of Ultimate Beneficial Ownership Rules and Legal Arrangements in the Commercial World
    16:00 - 16:55Session 9: Panel Discussion –How is the Digital Economy Transforming the Financial Services Sector?
    - Panel Objective:
    The financial services sector is burdened by increasingly tightened regulations and costly expenses that are rising in order to tackle a series of loopholes. Meanwhile, the sector also has to consider how to renew products and markets under these circumstances. FinTech has innovated, then, to transform the world of financial services and to enable positive changes in many sectors. This panel discusses how FinTech-fueled momentum has been generating true and lasting value for the Financial Services Sector in an unprecedented way, and how to cope with this trend.

    - Key Points to Address:
    • What are the major trends that have been witnessed in FinTech over the past few years, in relation to the financial services sector?

    • What are the main focus areas for innovation where traditional financial institutions have underperformed, and what are the key driving forces behind these?

    • How has FinTech been reshaping the sector across the globe, and what is the potential impact on market players in terms of their existing businesses and future expansion?

    • What actions have leading regulators and pioneer institutions taken, regarding inevitable technological developments?

    • How can one ensure this recent movement is proactively embraced when progressive thinking is brought and driven by industry talents?

    • What role is the Asian market playing compared with global FinTech growth hubs, and what are the prospects and dynamics for Vietnam from short-term and long-term points of view?

    - Panelists:
    • Dr. Marilyn Formosa, Head of Legal, PKF Malta.

    • Duong Nguyen, Partner, Leader of Financial Service Organizations and IT Advisory, E&Y Vietnam, Vice Chairwoman of Vietnam Fintech Association.

    • Dave Chan, Head of Risk Management, Discovery Consulting Limited.
    16:55 - 17:00Closing Remarks: Conference Organizer
    17:00 - 18:00Networking Cocktails
    18:00 - 20:00Speakers, Sponsors & Overseas Delegates VIP Dinner


  • Mr. Jean Jacques Bouflet (Vice Chairman at EuroCham)

    Mr. Jean Jacques Bouflet

    Vice Chairman at EuroCham

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  • Mr. Nguyen Hai Minh (Tax and Legal Partner at Mazars Vietnam)

    Mr. Nguyen Hai Minh

    Tax and Legal Partner at Mazars Vietnam

    Read Bio
  • Mr. Kenneth Camilleri (Director of Tax & Immigration, Senior Partner at CHETCUTICAUCHI ADVOCATES)

    Mr. Kenneth Camilleri

    Director of Tax & Immigration, Senior Partner at CHETCUTICAUCHI ADVOCATES

    Read Bio
  • Ms. Farah Jaafar-Crossby (Chief Executive Officer at Labuan IBFC Incorporated SdnBhd (LIBFC Inc.),)

    Ms. Farah Jaafar-Crossby

    Chief Executive Officer at Labuan IBFC Incorporated SdnBhd (LIBFC Inc.),

    Read Bio
  • Mr. Lim Chor Ghee (General Director of TRICOR VIETNAM)

    Mr. Lim Chor Ghee

    General Director of TRICOR VIETNAM

    Read Bio
  • Mr. Marios S. Kalochoritis (Managing Partner at LOGGERHEAD PARTNERS)

    Mr. Marios S. Kalochoritis

    Managing Partner at LOGGERHEAD PARTNERS

    Read Bio
  • Mr. Tasos Stavrou (Group Sales Operations Manager & China And Asia Manager at ARISTO DEVELOPERS)

    Mr. Tasos Stavrou

    Group Sales Operations Manager & China And Asia Manager at ARISTO DEVELOPERS

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  • Mr. Ha Anh Tu (Director-Transfer Pricing Services of DUFF & PHELPS VIETNAM)

    Mr. Ha Anh Tu

    Director-Transfer Pricing Services of DUFF & PHELPS VIETNAM

    Read Bio
  • Ms. Patricia Woo (Partner at SQUIRE PATTON BOGGS)

    Ms. Patricia Woo


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USD 150 per person for EuroCham Members

This rate is included 2 day event with lunch and tea-breaks.
Kindly contact Ms. Li Jing, Event Director at Asia Offshore Association for registration via email :

USD 600 per person for non-AOA members/ non-EuroCham members

This rate is included 2 day event with lunch and tea-breaks.
Kindly contact Ms. Li Jing, Event Director at Asia Offshore Association for registration via email :