Hubbis is delighted to announce we will be hosting the HUBBIS WEALTH SOLUTIONS FORUM in Singapore on June 14. 

The event will feature the half-day-plus format we introduced with great success in 2022 to deliver the most efficient and engaging agenda, discussions and networking, beginning at 09.00am till 2.00pm. With workshops in the afternoon finishing at 5.00pm.

Passing wealth to the next generation can be a complex and challenging task for any family, and this is particularly true for Asian ultra-high-net-worth (UHNW) families.

The event is supported by leading professional services firms that help UHNW families address these challenges. Providing advice and guidance on wealth transfer strategies, tax planning, legal and regulatory compliance, and family governance. These firms also provide access to specialised expertise in areas such as trust and estate planning, philanthropy, HNW Insurance and investment management. The forum covers all the topics necessary so UHNW families can better navigate the challenges of wealth transfer and ensure the successful preservation of their wealth to future generations.

Key elements of the event:

  • 5 specialist presentations
  • 4 panel discussions
  • A unique get-together enabling delegates to meet with 200+ leading wealth management practitioners from local, regional and international Private Banks, Commercial and Investment Banks, Independent Wealth Management Firms, Family Offices, IFAs, Insurance Companies, Fiduciary Services Firms & Trustees, Lawyers, Consultants and others…
  • An unprecedented opportunity to hear from more than 20 local and international speakers who are well-known experts in the digital solutions and wealth management community
  • Networking coffee and refreshment breaks
  • Lunch for those who wish to stay
  • And…the event will qualify for 6 hours of CPD
     

These are some of the key topics that will be covered in the Forum:

  • How is Singapore positioning itself as a regional and also increasingly global centre for wealth management solutions & structuring?
  • Wealth Structuring Trends; the evolving art & science of smart estate & legacy planning and wealth structuring.
  • How can the wealth management industry relate wealth structuring solutions to their core activities, and make the most of this opportunity with their clients?
  • Wealth solutions & the rise of the Family Office.
  • What role does investment migration play in robust wealth solutions?
  • How does HNW Insurance increasingly factor into the conversations and solutions today?
     

And to give you even more understanding of what you can expect from the 2023 event, you can view the Agenda and Speakers from our very successful 2022 event. CLICK HERE

Jun 14

HUBBIS WEALTH SOLUTIONS FORUM 2023

The Fullerton Hotel, Singapore

REGISTER
Featured Partners
All Partners

A community of leading organisations within Asian Wealth Management

Featured speakers
All event speakers

Senior figures in Asian Wealth Management are speaking at this event

David Chong

Portcullis Group

Roger Chi

1291 Group

Bryan Henning

Eton Solutions

Marcus Parker

Stewarts Law

Shawn Wang

Ocorian

Feisal Alibhai

Qineticare

Scott Moore, IMCM

Henley & Partners

Alexandra Geiger

Rajah & Tann

Why you should attend Hubbis events

Connect

Connectivity across Private Banking, Independent Wealth Management, Retail Banking, Asset Management, Insurance, Technology, Professional Services and other communities.

Learn

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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Experience our latest event for yourself

THAILAND WEALTH MANAGEMENT FORUM 2023

The Fullerton Hotel, Singapore

We were delighted to host our annual event in Bangkok on Wednesday May 24...

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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 can private wealth managers continue to capture growth opportunities?

    • What is the secret ingredient of a successful offering?
    • How are private wealth managers evolving to offer a wider range of solutions - like insurance, and wealth planning services?
    • What do UHNW clients expect of their advisers and the professional services firms they work with? How is this changing?
    • What are the practical considerations for HNW clients in wealth protection and transfer?

    Chair

    Lee Sleight

    Head of Business Development, Asia

    Lombard International Assurance

    Speakers

    Francis Liu

    Chief Executive Officer, Private Clients, Asia & Chief Executive Officer, Singapore

    Lombard Odier

    Gautam Duggal

    Global Head, Bancassurance, Trust & Wealth Planning Private Banking and Wealth Management

    Standard Chartered Bank

    Anthony Chan

    Chief Executive Officer

    Isola Capital

    Carolyn Leng

    Managing Director

    Bordier & Cie

  • 9.30am

    Presentation - What are the HNW Life Insurance Options?

    Roger Chi

    Managing Partner

    1291 Group

    • How do you choose? - Whole Life, Term Life, UL, VUL, IUL and PPLI.
    • More product choice is confusing – how can we present the right opportunities to clients today?
    • How important is the relationship between HNW Insurance and Tax planning?
    • What Trends are you seeing within Life Insurance?
    • What differences are we seeing between the needs of European clients’ and Clients in the Asia?
  • 9.45am

    Presentation - Family Businesses – how to build and sustain a successful enterprise

    Sharon Yam

    Regional Head, APAC

    Ocorian

    • What are the AML considerations in a Family office / PTC / trust structure?
    • How have regulations and requirements become more complicated?
    • How can this be implemented efficiently and how can you avoid issues?
  • 10.00am

    Presentation - How does Residency and Citizenship impact the choices for Further education?

    Tess Wilkinson

    Director of Education Services

    Henley & Partners

    • How should clients decide which schools to send their kids to?
    • What are the requirements and expectations to enter the best Schools and Universities?
    • What preparation in needed and what’s the process?
    • How can a child graduate with a degree and a passport?
  • 10.15am

    Panel Discussion

    Trusts and AML Risk Management

    • Are trusts now overregulated from an AML perspective?
    • Is it nearly impossible to take on a client from Vietnam and China?
    • Are the rules been universally applied? Is it a level playing field?
    • An Industry Best Practice Paper: Managing Money Laundering And Terrorism Financing (“ml/tf”) Risks Associated With Complex Trust Structures - was published last year. What are the implications? Do you agree with what is being suggested? Do we need more guidance?
    • How do we view ‘high risk’ assets in trusts?
    • How do we view ‘digital assets’ in trusts?

    Chair

    Sharon Yam

    Regional Head, APAC

    Ocorian

    Speakers

    Shawn Wang

    Head of Trust Service, Singapore

    Ocorian

  • 10.45am

    Presentation - Transforming a Family Office to Reimagine the Value it Delivers

    Bryan Henning

    SVP, Head of International

    Eton Solutions

    • Setting up a family office to deliver scalable advantage for tomorrow
    • Using technology to create operational leverage and efficiencies
    • Digitalising governance functions within the Family Office and across family members and key advisors
  • 11.00am

    Refreshment & Networking

  • 11.30am

    Presentation - Wealth & Succession Planning in an Increasingly Uncertain World

    Lee Sleight

    Head of Business Development, Asia

    Lombard International Assurance

    • Mobility
    • Life Events
    • Legacy
  • 11.45am

    Panel Discussion

    Family Offices – keeping the dream alive

    • What is a family office?
    • Is it really about consolidated asset management – or just for used for migration?
    • Who actually needs a family office?
    • Who actually benefits from a family office?
    • What’s the impact on Singapore as this trend continues?
    • Do we have the right training environment? Are we doing enough to anticipate the needs of the wealthy families moving here? Is a family charter ever enough?
    • Is Singapore becoming too expensive an option?
    • Do we have enough competent professionals to meet the demand adequately?

    Chair

    Scott Moore, IMCM

    Managing Director, Head of Indonesia and Philippines

    Henley & Partners

    Speakers

    Lee Wong

    Head of Family Services, Asia

    Lombard Odier

    Tommy Leung

    Co-Head Global Family and Institutional Wealth, APAC

    UBS Global Wealth Management

    Alexandra Geiger

    Foreign Counsel (Registered Foreign Lawyer)

    Rajah & Tann

    Rohit Ganguli

    Head of Wealth Planning Asia

    EFG Bank

    Bryan Henning

    SVP, Head of International

    Eton Solutions

  • 12.15pm

    Presentation - Is the U.S. nearing a global information exchange commitment?

    John Shoemaker

    Registered Foreign Lawyer

    Butler Snow

    • U.S. tax & regulatory updates
    • How is the U.S. collecting data for beneficial ownership?
    • Will the US now be sharing data with key partner jurisdiction?

     

  • 12.30pm

    Panel Discussion

    Trust Litigation

    • Is Singapore an asset protection jurisdiction in light of the La Dolce Vita Fine Dining case?
    • What do we do about clients that are trying to evade creditors?
    • What’s the best practices going forward to avoid this in the future? What are the key take aways from the La Dolce Vita Fine Dining case?
    • What are the litigation consequences of structing assets when there is a creditor claim?
    • How can you protect the Trustee?
    • What are the litigation trends we are seeing today?
    • How can you “stress test” wealth holding structures?
    • What can go wrong with structures and how to fix this?

    Chair

    John Shoemaker

    Registered Foreign Lawyer

    Butler Snow

    Speakers

    Edmund Leow

    Senior Partner, Senior Counsel

    Dentons Rodyk & Davidson

    Tan Woon Hum

    Partner, Head of Trust, Asset & Wealth Management Practice

    Shook Lin & Bok

    Marcus Parker

    Partner

    Stewarts Law

    Wen Ni Aw

    Partner

    Wong Partnership

  • 13.00pm

    Lunch & Networking

  • 14.00pm

    Workshop - The challenges of continuing the family legacy

    Feisal Alibhai

    Founder & Integrative Head

    Qineticare

    • Which life stage are you in?
    • Step 1 - Family Harmony Assessments for each of the 2nd generation
    • Step 2 - Individual tailored pathways for each of the 2nd generation
    • Step 3: Retreats for siblings, and assessments & pathways for spouses
  • 14.45pm

    Workshop

  • 15.30pm

    Refreshment & Networking

  • 15.50pm

    Panel Discussion

    Helping UHNW clients transfer true wealth

    • Does big money equal big problems? What's your view?
    • What are the key ingredients of successful succession planning?
    • Why should any private wealth adviser care about this discussion?
    • Mind the Gap: Imposition and Expectations
    • Importance of family wellbeing in transition planning for rising generation
    • The Missing Piece in Holistic Continuity Audit: Integrative Family Dynamics

    Chair

    Feisal Alibhai

    Founder & Integrative Head

    Qineticare

    Speakers

    David Chong

    Founder & President

    Portcullis Group

    Carolyn Leng

    Managing Director

    Bordier & Cie

    Anthony Chan

    Chief Executive Officer

    Isola Capital

  • 16.40pm

    Forum End

Jun 14

HUBBIS WEALTH SOLUTIONS FORUM 2023

The Fullerton Hotel,Singapore

REGISTER
Speakers

David Chong

Portcullis Group

Roger Chi

1291 Group

Bryan Henning

Eton Solutions

Marcus Parker

Stewarts Law

Shawn Wang

Ocorian

Feisal Alibhai

Qineticare

Scott Moore, IMCM

Henley & Partners

Alexandra Geiger

Rajah & Tann

Sharon Yam

Ocorian

Tess Wilkinson

Henley & Partners

Lee Sleight

Lombard International Assurance

Carolyn Leng

Bordier & Cie

Tommy Leung

UBS Global Wealth Management

Wen Ni Aw

Wong Partnership

Edmund Leow

Dentons Rodyk & Davidson

Rohit Ganguli

EFG Bank

John Shoemaker

Butler Snow

Lee Wong

Lombard Odier

Gautam Duggal

Standard Chartered Bank

Anthony Chan

Isola Capital

Tan Woon Hum

Shook Lin & Bok

Francis Liu

Lombard Odier

Jun 14

HUBBIS WEALTH SOLUTIONS FORUM 2023

The Fullerton Hotel,Singapore

REGISTER
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Jun 14

HUBBIS WEALTH SOLUTIONS FORUM 2023

The Fullerton Hotel,Singapore

REGISTER
Summary

Setting the Scene for the 2023 Forum:

Approaching private clients on matters of wealth structuring and estate planning is difficult anywhere in the world, and perhaps especially sensitive in some parts of Asia. The June 14 Hubbis Wealth Solutions Forum (Singapore) will see an erudite group of expert speakers review the state of the wealth management industry in the region, and in particular survey the evolution of carefully planned and well-executed wealth, estate and succession planning and structuring, all from the perspective of the engagement with the client base and the nurturing of the right types of discussions around these important subjects.

The mission is to help unravel the nuances of the right approaches, and how the wealth industry and associated advisors can encourage private clients in the region to adopt the best products, solutions and structures to safeguard and build their investible wealth in their lifetimes, as well as to help facilitate the transition of their estate to their loved ones later on.

Estate and succession planning & solutions are certainly key areas for rising emphasis in Asia, as the founder generations age and as the younger generations return from overseas armed with their Western education.

For wealth management to thrive in Asia, there is accordingly no doubt that the quality of advice on investments, wealth structuring, and estate planning must all improve; hence there is a growing emphasis on both the professionalisation and related expansion of the products and solutions the broad remit of the wealth industry and professional services and fiduciary firms can offer in order to keep their private clients engaged, and well organised.

Join us on June 14 for what will be an insightful, informative, and thought-provoking event. And remember, to give you even more understanding of what you can expect from the 2023 event, you can view the Agenda and Speakers from our very successful 2022 event. CLICK HERE

Jun 14

HUBBIS WEALTH SOLUTIONS FORUM 2023

The Fullerton Hotel,Singapore

REGISTER