Hubbis is delighted to have hosted a very successful inaugural HUBBIS WEALTH SOLUTIONS FORUM on Wednesday 14th June 2023 in Singapore.
Thanks to our exclusive partner: 1291 Group, Henley & Partners, Lombard International Assurance, Ocorian, Eton Solutions, Butler Snow, J. Rotbart & Co., Deloitte Private, Qineticare and Wealtra.
HUBBIS WEALTH SOLUTIONS FORUM 2023
The Fullerton Hotel, Singapore

A community of leading organisations within Asian Wealth Management

Senior figures in Asian Wealth Management are speaking at this event

Roger Chi
1291 Group

Carolyn Leng
Bordier & Cie

John Shoemaker
Butler Snow

Marc Anley
Deloitte

Michael Velten
Deloitte Private

Edmund Leow
Dentons Rodyk & Davidson

Rohit Ganguli
EFG Bank

Bryan Henning
Eton Solutions
Why you should attend Hubbis events

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HUBBIS INVESTMENT FORUM - Hong Kong 2023
The Fullerton Hotel, Singapore
We were delighted to hosti the Hubbis Investment Forum – Hong Kong on Wednesd...
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8.30am
Registration
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8.55am
Welcome Address
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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
Speakers
Francis LiuChief Executive Officer, Private Clients, Asia & Chief Executive Officer, Singapore
Lombard Odier
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9.30am
Presentation - What are the HNW Life Insurance Options?
- 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?
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9.45am
Presentation - Family Businesses – how to build and sustain a successful enterprise
- 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?
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10.00am
Presentation - How does Residency and Citizenship impact the choices for Further education?
- 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?
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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
Speakers
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10.45am
Presentation - Transforming a Family Office to Reimagine the Value it Delivers
- 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
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11.00am
Refreshment & Networking
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11.30am
Presentation - Wealth & Succession Planning in an Increasingly Uncertain World
- Mobility
- Life Events
- Legacy
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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
Speakers
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12.15pm
Presentation - Is the U.S. nearing a global information exchange commitment?
- 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?
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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
Speakers
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1.00pm
Lunch & Networking
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2.00pm
Workshop - The challenges of continuing the family legacy
- 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
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2.45pm
Workshop - Millionaire Migration – Release of the Henley Wealth Migration Index 2023
- Where did millionaires move to in 2022 and where are they projected to go in 2023
- Why have the millionaire migration ranking changed so much post covid
- Domicile diversification – a new asset class for the wealthy
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3.30pm
Refreshment & Networking
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4.00pm
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
Speakers
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5.00pm
Forum Ends
HUBBIS WEALTH SOLUTIONS FORUM 2023
The Fullerton Hotel,Singapore


Roger Chi
1291 Group

Carolyn Leng
Bordier & Cie

John Shoemaker
Butler Snow

Marc Anley
Deloitte

Michael Velten
Deloitte Private

Edmund Leow
Dentons Rodyk & Davidson

Rohit Ganguli
EFG Bank

Bryan Henning
Eton Solutions

Ethan Chue
Family Succession Advisors

Scott Moore, IMCM
Henley & Partners

Tess Wilkinson
Henley & Partners

Anthony Chan
Isola Capital

Lee Sleight
Lombard International Assurance

Lee Wong
Lombard Odier

Francis Liu
Lombard Odier

Sharon Yam
Ocorian

Shawn Wang
Ocorian

David Chong
Portcullis Group

Feisal Alibhai
Qineticare

Alexandra Geiger
Rajah & Tann

Kimmis Pun
Shenning Investments

Tan Woon Hum
Shook Lin & Bok

Gautam Duggal
Standard Chartered Bank

Marcus Parker
Stewarts Law

Tommy Leung
UBS Global Wealth Management

Yeoh Lian Chuan
Withers KhattarWong

Wen Ni Aw
Wong Partnership
HUBBIS WEALTH SOLUTIONS FORUM 2023
The Fullerton Hotel,Singapore

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HUBBIS WEALTH SOLUTIONS FORUM 2023
The Fullerton Hotel,Singapore

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
HUBBIS WEALTH SOLUTIONS FORUM 2023
The Fullerton Hotel,Singapore

Hubbis is delighted to have hosted a very successful inaugural HUBBIS WEALTH SOLUTIONS FORUM 2023 on Wednesday 14th June in Singapore.
Thanks to our exclusive partner: 1291 Group, Henley & Partners, Lombard International Assurance, Ocorian, Eton Solutions, Butler Snow, J. Rotbart & Co., Deloitte Private, Qineticare and Wealtra.
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
Panel Discussions
Panel Discussion - How can private wealth managers continue to capture growth opportunities?
Article - Capturing the Growth Opportunities in Optimising Wealth Solutions for Private Clients
Lee Sleight, Head of Business Development, Asia, Lombard International Assurance
Panel Discussion - Trusts and AML Risk Management
Article - The Role of Trustees in AML Risk Management and Regulatory Obligations & Realities
Sharon Yam, Regional Head, APAC, Ocorian
Panel Discussion - Family Offices – keeping the dream alive
Article - Family Offices and the New Dawn for UHNW Wealth Management in Asia
Panel Discussion - Trust Litigation
Article - The Challenges Around Trusts, Trustees and Trust Litigation from a Singapore Viewpoint
Wen Ni Aw, Partner, Wong Partnership
Panel Discussion - Helping UHNW Families transfer true wealth
Article - Words of Advice on the Art & Science of Smart HNW and UHNW Wealth Transfer in Asia
Anthony Chan, Chief Executive Officer, Isola Capital
Article - The Opportunities and Challenges in Helping UHNW Families Transfer Businesses and Wealth to their Beneficiaries
Kimmis Pun, Managing Director, Family Office, Shenning Investments
Presentations
What are the Options for HNW Life Insurance?
Roger Chi, Managing Partner, 1291 Group
View video of presentation
Article - The World of Life Insurance and Selecting the Right Policies for Wealthy Asian Clients
Family Businesses – how to build and sustain a successful enterprise
Sharon Yam, Regional Head, APAC, Ocorian
View video of presentation
Article - Family Businesses – How to Sustain Successful Family Enterprises through the Generations
How does Residency and Citizenship impact the choices for Further education?
Tess Wilkinson, Director of Education Services, Henley & Partners
View video of presentation
Article - How to Secure a Top-Class Overseas Education Alongside Optimised Residence & Citizenship Alternatives
Transforming a Family Office to Reimagine the Value it Delivers
Bryan Henning, SVP, Head of International, Eton Solutions
View video of presentation
Article - Eton Solutions - Transforming a Family Office to Reimagine the Value it Delivers
Succession & Wealth Planning in an Increasingly Uncertain World
Lee Sleight, Head of Business Development, Asia, Lombard International Assurance
View video of presentation
Article - Lombard International Assurance Expert Lee Sleight on Wealth & Succession Planning in an Uncertain World
Is the U.S. nearing a global information exchange commitment?
John Shoemaker, Registered Foreign Lawyer, Butler Snow
View video of presentation
Article - Leading US Lawyer John Shoemaker Examines the Possibility of the US Opening to Global Information Exchange
Workshops
The challenges of continuing the family legacy
Feisal Alibhai, Founder & Integrative Head, Qineticare
View video of workshop
Millionaire Migration – Release of the Henley Wealth Migration Index 2023
Scott Moore, IMCM, Managing Director, Henley & Partners
View video of workshop
Article - Henley & Partners’ Scott Moore Reviews Key Findings from the Henley Private Wealth Migration Report 2023
HUBBIS WEALTH SOLUTIONS FORUM 2023
The Fullerton Hotel,Singapore