We were delighted to host our 11th Asian Wealth Solutions Forum in Singapore.


Thanks to our partners:

  • 1291 Group
  • Equiom Group
  • Henley & Partners
  • J. Rotbart & Co.
  • Spencer West
  • Swiss Life Global Solutions

 

These were some of the topics we discussed:

  • The needs of wealthy Asian Families legacy and succession planning
  • How will Singapore continue to position itself as a wealth management centre?
  • Residency & Citizenship – Tracking Key Trends for the Region’s Wealthy
  • How to have a conversation with clients around sensitive family issues
  • New tax developments of relevance to you and your clients
  • The potential role of HNW insurance in the mix
  • What are the practical considerations for HNW clients in wealth protection and transfer?

 

Jun 8

HUBBIS ASIAN WEALTH SOLUTIONS FORUM 2022

Parkroyal on Pickering, Singapore

Featured Partners
All Partners

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

Claire Tan

Swiss Life Global Solutions

Christopher Tanchou

Swiss Life Global Solutions

Gerard Chinniah

Equiom Group

Roger Chi

1291 Group

Edmund Leow

Dentons Rodyk & Davidson

Zac Lucas

Spencer West

Gerard Gardner

EFG Wealth Solutions

Kevin Lee

Stephenson Harwood

Why you should attend Hubbis events

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Find out how the industry can develop further & lessons it can learn from elsewhere. Improve skills and knowledge through a practical, enjoyable and interactive learning experience.

Enjoy

Hubbis events are not only consistent, relevant, engaging and unique but also highly positive, and fun experiences.

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Event Agenda
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  • 8.30am

    Registration

  • 8.55am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.00am

    Panel Discussion

    How will Singapore continue to position itself as a wealth management centre?

    • What is the current state of the Singapore wealth management market, and what are the key advantages it offers regional and global clients?
    • How are client requirements changing, why and is Singapore ahead of the game?
    • What do UHNW clients expect of their advisers and the professional services firms they work with?
    • What have the government and the regulators/authorities been doing to widen the appeals of Singapore for the location or expansion of single-family offices? In short, why should families set up a SFO in Singapore? What’s likely to change?
    • Are there any issues to further growth? Talent / cost / taxes?

    Chair

    Gerard Chinniah

    Managing Director – Singapore

    Equiom Group

    Speakers

    Lee Woon Shiu

    Managing Director & Group Head of Wealth Planning, Family Office & Insurance Solutions

    DBS Private Banking

    Lee Wong

    Head of Family Services, Asia

    Lombard Odier

    Rohit Ganguli

    Head of Wealth Planning Asia

    EFG Bank

  • 9.30am

    Presentation - Use cases for PPLI in Asia

    Roger Chi

    Managing Partner

    1291 Group

    • Examples - China, Taiwan, Indonesia Thailand
    • Privacy, asset protection and tax optimisation
    • Its role in next generation planning
  • 9.50am

    Presentation - Capturing untapped HNW Sales Opportunities

    Christopher Tanchou

    Business Development Director, Global Private Wealth

    Swiss Life Global Solutions

    Claire Tan

    Business Development Director, Global Private Wealth

    Swiss Life Global Solutions

    • Create awareness of choice; Give clients what they need
    • Discuss Perception vs Reality
    • Real-life scenarios of how insurance solutions meet evolving clients’ needs
  • 10.10am

    Presentation - Citizenship and Residency – Opportunities and Trends for the year ahead

    Nirbhay Handa

    Group Head of Business Development

    Henley & Partners

    • Alternative residences or citizenships in times of Political Uncertainty
    • Domicile diversification – a new asset class
    • Real estate investment rankings for migration
  • 10.30am

    Panel Discussion

    Residency & Citizenship – Tracking Key Trends for the Region’s Wealthy

    • How are clients changed their thinking about where they live and their mobility post-covid?
    • How and where does investment migration align with estate and legacy planning? What are the holistic solutions for migration and citizenship? Who looks after your issues when you have moved? 
    • What are the key global mobility and investment migration trends have emerged in the past year or two since the pandemic struck?
    • Where is the demand emanating from these days, and how does that compare with historical trends?
    • Is Asia a source of outward activity, or inward activity, or both? Why?
    • Within Asia Pacific, which countries are the source of the greatest and growing client demand, and why?
    • Scanning the globe, where are the most interesting or compelling opportunities today, and why?
    • How does the wealth management industry work with the investment migration industry, and what are the commercial or other advantages of doing so?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Nirbhay Handa

    Group Head of Business Development

    Henley & Partners

    Edmund Leow

    Senior Partner

    Dentons Rodyk & Davidson

    Hrishikesh Unni

    Managing Director, Client Investments Head of Best Practices Program

    Taurus Wealth Advisors

  • 11.00am

    Refreshment & Networking

  • 11.30am

    Presentation - Evolution of the Single-Family Office

    Zac Lucas

    Partner – International Private Wealth

    Spencer West

    • Market demand for Family Office Solutions
    • Structuring Family Offices
    • Dispute Management
  • 11.45am

    Panel Discussion

    Trends and developments in Wealth Structuring

    • What are the multi jurisdiction solutions you can use today?
    • How do you blend the right structures for your clients?
    • What is the evolution of private client structures?
    • What are the differences between structuring for the first generation and the next gen?
    • What are the expectations of the next generation?

    Chair

    Zac Lucas

    Partner – International Private Wealth

    Spencer West

    Speakers

    Gerard Gardner

    Global Head Wealth Solutions

    EFG Wealth Solutions

    Tan Woon Hum

    Partner, Head of Trust, Asset & Wealth Management Practice

    Shook Lin & Bok

    Kevin Lee

    Partner

    Stephenson Harwood

  • 12.15pm

    Presentation - The Effectiveness of Information Exchange

    John Shoemaker

    Registered Foreign Lawyer

    Butler Snow

    • The recent U.S. Treasury internal audit report that addresses the effectiveness of the FATCA regime
    • Current legislation under review which would effectively bring the U.S. into CRS equivalence
    • The next steps all clients should take to prepare for potential large-scale changes to the global information exchange regime
  • 12.30pm

    Panel Discussion

    The Rich and Tax – the pressure is growing around the world

    • What is the likelihood of the wealthier being the key targets for the higher tax revenues in the foreseeable future, and why?
    • Will we likely see estate/wealth taxes in any of the leading economies, such as China, Hong Kong, Singapore, Indonesia and others?
    • Will inheritance tax emerge or return across Asia? Why? Where?
    • Are we likely to see new tax amnesties aimed at inducing wealth repatriation in the region, for example, in China?
    • What does all this mean for wealth, estate and legacy planning & structuring for Asia’s private clients?
    • Who do they turn to for advice and solutions?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    John Shoemaker

    Registered Foreign Lawyer

    Butler Snow

    Bijal Ajinkya

    Partner

    Khaitan & Co

    Zac Lucas

    Partner – International Private Wealth

    Spencer West

  • 13.00pm

    Lunch

  • 14.00pm

    Forum End

Jun 8

HUBBIS ASIAN WEALTH SOLUTIONS FORUM 2022

Parkroyal on Pickering,Singapore

Speakers

Claire Tan

Swiss Life Global Solutions

Christopher Tanchou

Swiss Life Global Solutions

Gerard Chinniah

Equiom Group

Roger Chi

1291 Group

Edmund Leow

Dentons Rodyk & Davidson

Zac Lucas

Spencer West

Gerard Gardner

EFG Wealth Solutions

Kevin Lee

Stephenson Harwood

Tan Woon Hum

Shook Lin & Bok

Rohit Ganguli

EFG Bank

Bijal Ajinkya

Khaitan & Co

Lee Wong

Lombard Odier

Nirbhay Handa

Henley & Partners

John Shoemaker

Butler Snow

Hrishikesh Unni

Taurus Wealth Advisors

Lee Woon Shiu

DBS Private Banking

Jun 8

HUBBIS ASIAN WEALTH SOLUTIONS FORUM 2022

Parkroyal on Pickering,Singapore

Partners
Jun 8

HUBBIS ASIAN WEALTH SOLUTIONS FORUM 2022

Parkroyal on Pickering,Singapore

Event Highlights

We are delighted to have successfully hosted another live event in our 2022 postlockdown live event series. The Asian Wealth Solutions Forum took place in Singapore on June, and the new morning-plus format again worked especially well.

This was our 11th AWS live event in Singapore for the regional and global wealth management community and the first since 2019 due to the hiatus brought about by the global pandemic. We managed to provide delegates with four succinct yet detailed panel discussions amongst our selected experts, as well as five comprehensive and timely presentations.

We are pleased to report that more than 257 attendees joined the event for the day, including 17 speakers, all well-known for their expertise and communication skills in the wealth industry. They ranged from private bankers and EAM/MFO/SFO leaders that specialise in estate and legacy planning, to top-flight lawyers and trustees, life insurance solutions experts, as well as authorities on investment migration. Together they represented a remarkable cross-section of the Singapore and broader global wealth management structuring and planning industry, with a dedicated focus on helping wealthy clients in the region and beyond curate the best structures to cope with the intensifying world of regulation everyone must face.

The most fundamental impression derived from the day was that robust estate and legacy planning and the creation and co-mingling of the best and most enduring structures are not luxuries, they are essential for the family wealth to endure and the families to stick together across the generations.

We would like to thank our partners for the event, who were: 1291 Group, Equiom Group, Henley & Partners, J. Rotbart & Co., Spencer West and Swiss Life Global Solutions.

Below for your interest and reference are links to various content we captured from the day. Please click on the orange headlines – and do send any comments or feedback to [email protected].


Content Highlights

Photos
Content summary
 

Panel Discussions 

Panel Discussion - How will Singapore continue to position itself as a wealth management centre?

DBS’ Estate and Wealth Solution Expert Lee Woon Shiu on Future-Proofing Singapore as a Regional & Global Wealth Management Centre
Lee Woon Shiu,
Managing Director & Group Head of Wealth Planning, Family Office & Insurance Solutions, DBS Private Banking

Singapore and its Positioning as a Regional & Global Wealth Management Centre
Rohit Ganguli, Head of Wealth Planning Asia, EFG Bank

Lombard Odier’s Head of Family Services for Asia on the Appeals of Singapore for Global HNW and UHNW Private Clients
Lee Wong, Head of Family Services, Asia, Lombard Odier

 

Panel Discussion - Residency & Citizenship – Tracking Key Trends for Asia’s Wealthy

The Implications of Diversifying Residency & Citizenship from a Singapore-based Legal Eagle’s Viewpoint
Edmund Leow, Senior Partner, Dentons

Residency & Citizenship – Tracking Key Trends for the Region’s Wealthy
Hrishikesh Unni, Managing Director, Client Investments Head of Best Practices Program, Taurus Wealth Advisors

 

Panel Discussion - Trends and developments in Wealth Structuring

EFG’s Wealth Solutions Expert Gerard Gardner Surveys Singapore’s Role in Wealth & Legacy Structuring
Gerard Gardner, Global Head Wealth Solutions, EFG Wealth Solutions

Leading Trust and Estate Lawyer Tan Woon Hum on Singapore’s Rising Star
Tan Woon Hum, Partner, Head of Trust, Asset & Wealth Management Practice, Shook Lin & Bok

Leading Hong Kong Estate & Legacy Planning Lawyer on Evolving the Offering in the Region
Kevin Lee, Partner, Stephenson Harwood

 

Panel Discussion - The Rich and Tax – the pressure is growing around the world

Premeditate and Build Pre-emptive Structures says Top Lawyer as the Winds of Tax Change Arrive
John Shoemaker, Registered Foreign Lawyer, Butler Snow

As Pressure on Tax Revenues Rises Worldwide Wealth Clients Need to Build or Improve their Structures
Bijal Ajinkya,
Partner, Khaitan & Co

The Rich and Tax: Pressure is Rising Across the Globe so Robust and Pre-emptive Structuring is Vital
Zac Lucas, Partner – International Private Wealth, Spencer West
 

Presentations 
 

The Effectiveness of Information Exchange
John Shoemaker, Registered Foreign Lawyer, Butler Snow
View video of presentation
Article - Leading US Lawyer John Shoemaker on AEOI and the Effectiveness of Information Exchange

 

Evolution of the Single-Family Office
Zac Lucas, Partner – International Private Wealth, Spencer West
View video of presentation
Article - Estate & Legacy Planning Legal Expert Zac Lucas on the Evolution of the Single-Family Office in Asia

 

Use cases for PPLI in Asia
Roger Chi,
Managing Partner, 1291 Singapore
View video of presentation
Article - The Benefits of PPLI for Private Clients in Asia

 

Capturing untapped HNW Sales Opportunities
Claire Tan,
Business Development Director, Swiss Life Global Solutions
Christopher Tanchou, Business Development Director, Swiss Life Global Solutions
View video of presentation
Article - Swiss Life on Capturing Untapped HNW Sales Opportunities in Asia

 

Residency & Citizenship – Tracking the Trends for Asia’s Wealthy
Nirbhay Handa,
Group Head of Business Development, Henley & Partners
View video of presentation
Article - Henley & Partners on Investment Migration, Residency & Citizenship – Opportunities and Trends for the Year Ahead

 

 

 

Jun 8

HUBBIS ASIAN WEALTH SOLUTIONS FORUM 2022

Parkroyal on Pickering,Singapore