We are delighted to be hosting our 9th annual event in Singapore in 2018.

The event is specifically for CEOs, senior management, product/fund gatekeepers and business heads across advisory, compliance, technology and other key areas – working at local and international Private Banks, Retail Banks, IFAs, Insurance Companies, Single and Multi-Family Offices, and other Independent Wealth Management Firms.

Key elements of the event –

  • A unique get-together enabling delegates to meet with 250+ leading wealth management practitioners
  • An unprecedented opportunity to hear from more than 30 local and international speakers who are experts in this space
  • 7 focused 10-minute presentations
  • 5 Panel discussions
  • 4 40-minute workshops

You have a choice of which sections you attend –

When you register -
You can attend the whole day

Or you can attend any of these segments;

  • Attend the morning session from 8.55am – 1.00pm
  • Attend the afternoon session with proactive workshops 1.50pm – 3.10pm
  • Attend the Investment Solutions segment at 3.30pm – 5.00pm


Receive 6 hours of CPD/CPT when you attend the full event
Receive 3 hours of CPD/CPT when you attend half a day
Receive 1.5 hours of CPD/CPT when you attend final segment of the day


The broader wealth management industry is increasingly polarising – those firms making headway seem to either be the largest institutions with scale, or the more focused, niche players.

With a growing number of local, regional and international participants in what is a rapidly-shifting Asian wealth management space, differentiation in strategies and value propositions is key to deliver what clients want.

There is also a real dilemma as the wealth management offering in local markets continues to develop as wealth grows. Which raises the question; Is international private banking in structural decline? Is there a hybrid model where international banks can work with onshore banks? How will international firms find the right partners? What’s the potential to collaborate? Will it work?

The concept of needs-based conversations with the right clients, backed up by real advice and relevant, contextual information delivered in a blended way between digital and human touch-points, is critical. Yet with the next generation increasingly important – both in size and influence – there is a pressing need to find the right solutions.

Against this backdrop, we have designed today’s event exclusively for CEOs, senior management, product gatekeepers and business unit heads across technology, compliance, operations, risk and advisory – from the leading international and local Private Banks, Retail Banks, IFAs, Family Offices, Insurance Companies, and Independent Wealth Management Firms.

The agenda will address some of the challenging issues you face in terms of developing a profitable business that makes sense in today’s environment – via presentations, case studies and panel discussions.