Top

Full Agenda

8.40am
Registration
9.00am
Welcome Address
Michael Stanhope
Chief Executive Officer
Hubbis
9.05am
Panel discussion
As a private bank – can wealth planning be the differentiating factor for your business?
  • What are some of changes you see in the industry – and what are the challenges and opportunities they represent for you? 
  • Will the opportunity pass private banks by? 
  • What does the word ‘advice’ mean today – and who is licenced and capable of providing it? 
  • Are banks providing the services clients want – or just selling them the services they have to sell? 
  • What’s the role and relevance of wealth solutions specialists within banks today? 
  • RMs don’t tend to get paid to give wealth planning advice – so how do you monetise the engagement?
  • How have you structured your organisation to meet the needs of family businesses in Asia? What services and products do you need to offer?
  • How will technology impact the engagement with clients? How can you embrace technology? 
  • How do you co-exist with professional services firms when bringing the right solution to your clients? 
  • Banks are trying to institutionalise their clients – but is it possible to do that in this space? 
  • Should a bank pay a retainer to an independent provider who is qualified and licensed to have a wealth solutions conversation with the client? 
  • You need to cross borders to ‘win the war’ – how can you achieve that?
  • Is an in-house one-dimensional solution any good?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel members

David Koay
Managing Director, Head of Wealth Management, Singapore & Malaysia Markets
BNP Paribas Wealth Management

Lavanya Chari
Managing Director, Head of Global Products and Solutions, Asia Pacific
Deutsche Bank Wealth Management

Simon Lints
Chief Executive Officer - Singapore
Schroders Wealth Management

Lee Wong
Head of Family Services, Asia
Lombard Odier

Arjan De Boer
Head of Markets, Investments & Structuring, Asia
Indosuez Wealth Management

9.50am
WealthTalk
Family Business Transition
Lee Wong
Head of Family Services, Asia
Lombard Odier
  • Challenges faced by family businesses
  • Role of governance 
10.00am
Presentation
Whose assets are they anyway?
Peter Brigham
Director
Rosemont
  • Issues surrounding the legal ownership and title of financial assets
10.10am
Presentation
Catching the Wave - Alternative life insurance solutions for HNW customers
Stephen Hickman
Chief Executive Officer, Singapore & Southeast Asia Swiss Life Global Solutions
Swiss Life Global Solutions
10.20am
WealthTalk
The key component of successful wealth transition
Gerard Gardner
Global Head Wealth Solutions
EFG Wealth Solutions
  • The 3 success factors for smooth wealth transition
  • Common mistakes to help your clients avoid
  • How do you choose your specialists?
10.30am
Refreshment & Networking
11.00am
Presentation
Trust structures - products or relationships?
Aaron Mullins
Managing Director, Asiaciti Trust Singapore
Asiaciti Trust
  • Why not all trusts and trustees are the same
  • Helping clients understand what they are buying – and why they should be careful and deliberate in their decision making
11.10am
WealthTalk
Wealth TALK Alternative solutions for HNW customers
Walter de Oude
Founder & Chief Executive Officer
Singapore Life
  • The attractiveness of Singapore
  • Slowdown in Universal Life sales
  • The impact of CRS and fiduciary changes 
  • The rise of variable products
  • Future of interest rates
11.20am
WealthTalk
Using HNW insurance solutions for liquidity planning and guaranteed returns
David Varley
Chief High Net Worth Officer, Sun Life Hong Kong
Sun Life Financial

Using HNW Insurance solutions - such as high and low life cover Universal Life, HNW clients can:

  • Achieve higher returns, with a guaranteed strong minimum returns, better than a bank account rate 
  • Secure leveraging and liquidity whenever they need within an insurance policy 
  • Use insurance solutions for retirement and annuity planning, and effectively avoid probate through proper estate planning
11.30am
Presentation
Singapore residents and other Asian residents holding UK assets
Helen Woods
Managing Director, Equiom Solutions
Equiom Group
  • UK investments and planning during lifetime
  • Mitigating exposure to UK taxes
  • Estate planning and UK Inheritance Tax
11.40am
Presentation
Investor migration and the rise of the global citizen
Scott Moore, IMCM
Country Head Philippines
Henley & Partners
  • Global trends and developments in investor migration
  • What’s driving investor migration for Asian HNWIs?
  • Key considerations for HNWIs in relation to residence and citizenship planning
11.50am
WealthTalk
How to set up a family office / family trust
Woon Hum Tan
Partner, Head of Trust, Asset & Wealth Management Practice
Shook Lin & Bok
  • Main drivers for setting up a family office or family trust
  • Key features of a family office
  • Key features of a family investor fund trust
  • What about single family offices?
12.00pm
WealthTalk
The different angles of transparency
Britta Pfister
Managing Director, Head Wealth Planning Asia Pacific
Rothschild Trust
  • International initiatives, families’ assets and transparency in communication between family members 
  • How do all three come together?
12.10pm
Panel discussion
Clients don’t like to pay for advice – but are they are now hitting a ‘brick wall’?
  • Clients are so busy haggling over pennies – have they have lost track of the big picture?
  • How can we change this ‘cheap’ mind-set in Asia?
  • Do clients understand what’s critical and what’s not?
  • CRS – who really understands it? How do clients get the ‘right’ advice about CRS – and avoid the large amount of mis-information?
  • Do clients trust banks enough to give them this opportunity? Who do they trust?
  • Is there a conflict of interest still at most private banks that prevents the right level of engagement with clients? 
  • Do we need a more independent family office-type structure to serve clients better? 
  • Does a conversation around wealth solutions need to be independent and open architecture? 
  • Are wealth planners at private banks now frustrated and shackled? Are they just glorified insurance salespeople?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel members

Woon Shiu Lee
Managing Director, Head of Wealth Planning (Trust and Insurance)
Bank of Singapore

Britta Pfister
Managing Director, Head Wealth Planning Asia Pacific
Rothschild Trust

Anthonia Hui
Chief Executive Officer
AL Wealth Partners

Walter de Oude
Founder & Chief Executive Officer
Singapore Life

Shanker Iyer
Founder & Chairman
The Iyer Practice

Gez Owen
Managing Director & General Counsel
Hubbis

12.55pm
Lunch
13.40pm
Panel discussion
What do RMs need to do to improve in the conversation around wealth solutions?
  • Most RMs have a poor understanding of the reality of their clients’ situations – how can they improve?
  • How can RMs have a proactive, sensible and sensitive conversation around wealth solutions with clients? 
  • How do we broaden the conversation past just insurance?
  • To move from simple to more complex – how can RMs bring specialists and thought-leadership to clients? And customise a solution?
  • What’s the incentive for an RM to engage with wealth solutions – internally or externally?
  • Do RMs need to understand tax and governance issues? Where do these pieces fit into the puzzle?
  • Should RMs discover and understand the legal structure of solutions to help evaluate risks and suitability for the client?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel members

Gerard Gardner
Global Head Wealth Solutions
EFG Wealth Solutions

Mark Smallwood
Managing Director
Confidentem Private Office

Ian Black
Head of Financial Planning and Wealth Solutions
AAM Advisory

Gary Tiernan
Head of Investments 
Crossinvest

Richard Sayers
Managing Director, Singapore
Equiom Group

Jonathan Cheong
Head of Default Risk Management and Solutions
Ingenia Consultants

14.25pm
WealthTalk
The case for independent wealth planning
Mark Smallwood
Wealth Structuring and Client Advisor
HP Wealth Management
  • The state of play in the wealth planning industry
  • What the client needs
  • How to deliver it
14.35pm
WealthTalk
Preparing your clients for divorce
Marcus Dearle
Partner, Head of Family Asset Protection - Private Client
Berwin Leighton Paisner
  • The latest trends in international divorce 
  • Trust and pre-nuptial agreement issues
14.45pm
WealthTalk
Why funds are preferred over trusts for nextgen wealth transfer
Sanjay Guglani
Chief Investment Officer
Silverdale Funds
  • Fund structures are increasingly replacing trust structures for next-generation wealth transfer
  • This is due to benefits of double taxation avoidance treaty (DTAT) benefits, ring-fencing of liabilities, segregation of assets, avoiding cross-pledge, ease of operations, etc
14.55pm
Refreshment & Networking
15.20pm
Panel discussion
Family businesses in Asia – how can YOU help them?
  • How do you talk to families about succession and business issues?
  • What do UHNW families in Asia need – and how is this changing?
  • What shared values should drive family behaviour?
  • What’s your role in all of this? How can you help set the family agenda – and keep the family together?
  • How do you deal with the next generation?
  • How should you advise families where the second-generation siblings have different personalities and strengths?
  • How do you manage outcomes, process and fees? 
  • What governance structure can you put in place to minimise tensions and enhance longevity of the structure?
  • How do you avoid working with the ‘wrong’ client? What do you do if it’s not a win-win?
  • What's the role of the family office?
  • How do you deal with "love" and "fear" within families?

Chair

Michael Stanhope
Chief Executive Officer & Founder
Hubbis

Panel members

Kevin Lee
Partner
Zhong Lun Law Firm

Patricia Woo
Partner
Squire Patten Boggs

Nigel Rivers 
Founder and Chief Executive Officer
Capital Solutions

Steven Seow
Head of Wealth Management, Asia
Mercer

17.15pm
Forum End

Workshops

11.00am
Workshop
Wealth solutions and Evolution of insurance products
Stephen Hickman
Chief Executive Officer, Singapore & Southeast Asia Swiss Life Global Solutions
Swiss Life Global Solutions
12.00pm
Workshop
Residence and Citizenship Planning for HNWIs
  • The Leading Citizenship-by-Investment Programs in the Caribbean
  • European Citizenship-by-Investment in Malta and Cyprus
  • Attractive European Residence-by-Investment Programs
Scott Moore, IMCM
Country Head Philippines
Henley & Partners
Nirbhay Handa
Manager, Client Advisor
Henley & Partners