Agenda at a glance
8.40am
Registration
9.00am
Welcome Address
9.05am
Panel Discussion
As a private bank – can wealth planning be the differentiating factor for your business?
9.50am
WealthTalk
Family Business Transition
10.00am
Presentation
Whose assets are they anyway?
10.10am
Presentation
Catching the Wave - Alternative life insurance solutions for HNW customers
10.20am
WealthTalk
The key component of successful wealth transition
10.30am
Refreshment & Networking
11.00am
Presentation
Trust structures - products or relationships?
11.10am
WealthTalk
Wealth TALK Alternative solutions for HNW customers
11.20am
WealthTalk
Using HNW insurance solutions for liquidity planning and guaranteed returns
11.30am
Presentation
Singapore residents and other Asian residents holding UK assets
11.40am
Presentation
Investor migration and the rise of the global citizen
11.50am
WealthTalk
How to set up a family office / family trust
12.00pm
WealthTalk
The different angles of transparency
12.10pm
Panel Discussion
Clients don’t like to pay for advice – but are they are now hitting a ‘brick wall’?
12.55pm
Lunch & Networking
1.40pm
Panel Discussion
What do RMs need to do to improve in the conversation around wealth solutions?
2.25pm
WealthTalk
The case for independent wealth planning
2.35pm
WealthTalk
Preparing your clients for divorce
2.45pm
WealthTalk
Why funds are preferred over trusts for nextgen wealth transfer
2.55pm
Refreshment & Networking
3.20pm
Panel Discussion
Family businesses in Asia – how can YOU help them?
5.15pm
Forum Ends
Workshops
11.00am
Workshop
Wealth solutions and Evolution of insurance products
12.00pm
Workshop
Residence and Citizenship Planning for HNWIs