We were delighted to host our annual Asian Family Wealth Forum 2015 in Singapore - where more than 220 senior management, as well as wealth planning practitioners and front-line advisers within private banks, IFAs, Family Offices and other independent wealth management organisations, discussed and debated the trends, issues, opportunities and challenges for the industry.

 

Thank you to everyone who participated, and to our sponsors, especially Amicorp Group as our Platinum Sponsor.

Nov 5

Asian Family Wealth Forum 2015

Marina Bay Sands, Singapore, Singapore

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A community of leading organisations within Asian Wealth Management

Featured speakers
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Senior figures in Asian Wealth Management are speaking at this event

Britta Pfister

Rothschild Trust

David Stone

Amicorp Group

Jeremiah Low

Life Planning Associates

Peter Triggs

DBS

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Event Agenda
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  • 9.00am

    Welcome Address

  • 9.10am

    Panel discussion - The future for fiduciary services

    • What is the future of fiduciary services within a changing regulatory environment?
    • What are the key strategic issues facing private banking and industry leaders, in particular, in assessing the options / choices around the delivery of fiduciary services?
    • Do all roads lead to independent wealth managers and trustees?
    • How are industry leaders dealing with and responding to the opportunities and challenges from global tax transparency, FATCA, Common Reporting Standards?
    •  Given regulatory scrutiny and complexity, along with enforced business changes, how can you deal with the cost of non-compliance?
    • How can organisations find clear points of differentiation in their strategy and value proposition?

    Speakers

    Peter Triggs

    Managing Director and Head of International Clients and Wealth Structuring

    DBS

    Mark Smallwood

    Managing Director, North Asia Coverage Team Head

    Deutsche Bank Wealth Management

    Gerard Gardner

    Global Head Wealth Solutions

    EFG Wealth Solutions

    Fredrik Lager

    General Manager, Private Banking

    SEB Private Banking

    Peter Brigham

    Director

    Rosemont

  • 9.50am

    Keynote Presentation - What do Common Reporting Standards mean for you?

    Eric Boes

    Global Head of FATCA & CRS Services and Solutions

    Amicorp Group

    • The latest developments of CRS – to go live in 2 waves in 2016 and 2017
    • What impact will the resulting transparency have on the fiduciary industry – for FIs, wealth planners and HNW clients?
    • What does this all mean for Asia?
  • 10.10am

    Presentation - Wealth planning for the family: key structures and solutions

    Damiaan Jacobovits de Szeged

    President & Chief Executive Officer

    Transamerica Life

    • A rapidly evolving Asian wealth management space
    • The changing role of insurance companies within the Asian wealth management space
    • Insurance as an relevant and increasingly attractive vehicle for tax purposes
    • Insurance as a fundamentally important need for the safeguarding and equitable transfer of wealth, business continuity
  • 10.30am

    Refreshment & Networking

  • 11.00am

    Presentation - Does my client need a trust?

    Tor Stewart

    Associate Director, Chief Operating Officer

    Trident Trust

    • The client goals that trusts are most often used to achieve
    • Key questions to ask
    • Client control and trust structures
  • 11.20am

    Presentation

    Peter Brigham

    Director

    Rosemont

    • Trust and fiduciary business under pressure from various difference angles
    • But a bright future promised if it adapts to the new world order
  • 11.40am

    Presentation - Cross-border life insurance - quo vadis

    Thomas Henze

    Head of Global Private Wealth

    Swiss Life

    • Cross-border market in Asia and products used in the HNW space
    • Considerations for insurers like active/passive marketing, solicitation and distribution • New trends on CRS and FATCA – and impact on the business
    • Product design and tax considerations in light of CRS
  • 12.00pm

    Presentation - Insurance as a planning & structuring solution for HNW clients

    David Varley

    Head of High Net Worth - Asia

    AXA

    • What are HNW clients/families and banks looking for?
    • Life wrapping/PPLI – how does it work?
    • Life wrapping/PPLI – the benefits to a) HNW clients and b) banks
    • Life wrapping/PPLI vs Trusts – which option or combination is better for HNW/bank clients?
  • 12.15pm

    Panel discussion - Tax Amnesties and information exchange – has structuring changed for good?

    • To what extent are Tax Amnesties and Automatic Exchange of information (AEOI) disrupting the current tax planning within wealth management?
    • What is the effect of AEOI, FATCA and CRS on unreported assets outside local markets?
    • What should we do today to protect wealth – and with the least cost?
    • What’s the potential for holding companies, personal portfolio bonds and trusts for international clients?
    • Is this an opportunity for local wealth managers to compete with foreign banks?

    Speakers

    Dawn Quek

    Principal in Tax and Wealth Management Practice

    Baker McKenzie

    Tor Stewart

    Associate Director, Chief Operating Officer

    Trident Trust

    Tan Woon Hum

    Partner, Head of Trust, Asset & Wealth Management Practice

    Shook Lin & Bok

    David Stone

    Director, Structuring & Product Development, Asia

    Amicorp Group

    Simon Ng

    Managing Director, Trust & Private Banking, North Asia

    BMO

  • 12.55pm

    Lunch

  • 13.45pm

    Panel discussion - How to set the family framework – from governance to pre-nups to dispute prevention

    • What’s the starting point of a family constitution and a family board to delineate responsibilities and reduce squabbles?
    • What are examples of effective ways to create a family governance framework?
    • How can you separate family wealth objectives from business values?
    • What are some of the structures and solutions to prepare for and minimise the impact of future disputes?
    • If disputes do arise – what approaches work best in minimising the impact – both on business and personal assets? • When should families consider external versus internal management for their wealth-related needs?

    Speakers

    Britta Pfister

    Managing Director, Head Wealth Planning Asia Pacific

    Rothschild Trust

    Lee Woon Shiu

    Managing Director & Regional Head of Wealth Planning Family Office & Insurance Solutions

    DBS Private Banking

    Stacy Choong

    Partner, Wealth Planning Practice

    Withers KhattarWong

  • 14.25pm

    Presentation - Asian wealth management centres

    • Assessing the merits and pitfalls of different jurisdictions in Asia
    • How to decide what’s best for your clients
  • 14.40pm

    Panel discussion - The role of insurance in Family Wealth

    • What are the trends in insurance products available for managing family wealth?
    • Why is there such a concentration of Universal Life? What else should advisers and clients consider?
    • What is the best way to provide these other insurance products? • What distribution mechanism is most effective for insurance?
    • Are all parties in the value chain necessary? Where could it be changed?
    • How can advisers have more interesting, practical and relevant conversations with clients about their protection needs?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Damiaan Jacobovits de Szeged

    President & Chief Executive Officer

    Transamerica Life

    David Varley

    Head of High Net Worth - Asia

    AXA

    Thomas Henze

    Head of Global Private Wealth

    Swiss Life

  • 15.20pm

    Refreshment & Networking

  • 15.45pm

    Panel discussion - How can we maximise Asia’s family wealth opportunity?

    • Where does most of the revenue come from in the Family Wealth space? How is this likely to change going forward?
    • Given the challenges in finding enough competent and experienced professionals, as well as advisers, to service wealthy families and their multiple, cross-border needs – is it realistic that banks can offer the right services and products to meet client needs? And should any private bank be interested in trying to do so?
    • What is the right approach today to win new clients in this segment?
    • How should clients choose between advisers and service providers?
    • Can a single source of advice meet clients’ needs in today's environment?
    • How can different channels work together for client and mutual benefit?
    • When should families consider establishing a family office? What do they need to do this and who should be the family office?
    • How is the role of professional services firms and product providers (including insurers) changing? And what does this mean for how they interact with wealth managers as well as families themselves?
    • Advice to Asian clients is still very fragmented and divided among the different asset classes. Is the concept of diversification really important to Asian investors? Is real estate a true diversifier?
    • Should the attitude of Asian families towards investments change in a world characterised by less growth?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Stephane Schmid

    Partner

    HP Wealth Management

    Ian Black

    Head of Financial Planning and Wealth Solutions

    AAM Advisory

    Rohit Bhuta

    Chief Executive Officer

    Crossinvest

  • 16.25pm

    Panel discussion - Getting the most out of being philanthropic

    • What are the new trends in philanthropy, including the emergence of a new generation of philanthropists taking an innovative approach to philanthropy?
    • How can families help make the most impact via philanthropy?
    • What are the implications for inter-generational transfer and alignment of philanthropic goals between generations?
    • With the desire to create a family legacy – what are the pros and cons of engaging philanthropy in different ways?
    • To what extent are their tax and financial implications? How should these be dealt with?
    • Being proactive Vs reactive (and strategic Vs adhoc) – what is the right approach to philanthropy?
    • What is the due diligence needed to avoid being disappointed?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Terry Alan Farris

    Managing Director

    Taurus Wealth Advisors

    Keith Harrison

    Chief Executive Officer

    Abacare

    Noor Quek

    Founder, Chief Executive Director

    NQ International

  • 17.00pm

    Forum End

Nov 5

Asian Family Wealth Forum 2015

Marina Bay Sands, Singapore,Singapore

Speakers

Britta Pfister

Rothschild Trust

David Stone

Amicorp Group

Jeremiah Low

Life Planning Associates

Peter Triggs

DBS

Patricia Lau

Bank Julius Baer

Damiaan Jacobovits de Szeged

Transamerica Life

Jay Krause

Withers Worldwide

Thomas Henze

Swiss Life

Stacy Choong

Withers KhattarWong

Terry Alan Farris

Taurus Wealth Advisors

Emma Hanley

ActionAid

Sng Euzanne

Bank Julius Baer

Shek Hua Goh

IPP Financial Advisers

Stephen Co

UCAP Asset Management

Irene Lee

Family Heritage Trust

Winnie Ong

UOB Bank

Peter Brigham

Rosemont

Martin Gartner

SEB Private Banking

David Varley

AXA

Simon Ng

BMO

Kevin Wong

UOB Private Bank

Fredrik Lager

SEB Private Banking

Stefan Morkoetter

University of St.Gallen

Stanley Kuah

EFG Bank

Lee Wong

UBP

Jonathan Hubbard

UBS Wealth Management

Vicky Wong

LGT Bank

Dawn Quek

Baker McKenzie

Tariq Ahmad

Rogge Global Partners

Meiyi Tu

EFG Bank

Nicholas Kourteff

UBS Wealth Management

Huang Xiao

UOB Bank

Grace Liew

UOB Bank

Rena Chew

Barclays Trustees

Roy Diao

Oddo Asset Management

Gerard Gardner

EFG Wealth Solutions

Ian Black

AAM Advisory

Keith Harrison

Abacare

Rohit Bhuta

Crossinvest

Scott Ang

UOB Alternative Investment Management

Linda Lee

Falcon Private Bank

Marleen Dieleman

National University of Singapore

Evelyn Goh

UOB Private Bank

Leslie Goh

RBC Wealth Management

Mark Smallwood

Deutsche Bank Wealth Management

Stephane Schmid

HP Wealth Management

Sarah Soh

Manulife Financial Advisers

Tan Woon Hum

Shook Lin & Bok

Eric Boes

Amicorp Group

Kah Wai Ryan Loh

LGT Bank

Noor Quek

NQ International

Nov 5

Asian Family Wealth Forum 2015

Marina Bay Sands, Singapore,Singapore

Partners

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Nov 5

Asian Family Wealth Forum 2015

Marina Bay Sands, Singapore,Singapore