We were delighted to host our 4th annual event in Singapore for the region’s independent wealth management industry. More than 300 senior individuals attended – including senior management and other key product, compliance, operations and advisory practitioners from independent asset management firms, single and multi-family offices, and other relevant firms. Many thanks again to those people who participated in and attended the event, and also to our partners.
Independent Wealth Management Forum 2016
Westin Hotel, Singapore
A community of leading organisations within Asian Wealth Management
Senior figures in Asian Wealth Management are speaking at this event
Rohit Bhuta
Arun Chopra
360 ONE Wealth
Leonardo Drago
AlTi Tiedemann Global
Anthonia Hui
AlTi Tiedemann Global
David Poh
Amundi Asset Management
Joanne Lim
CIMB Private Banking
Paul Hodes
Citi Private Bank
Filippo Fabbris
Eightstone Oclaner
Why you should attend Hubbis events
Experience our latest event for yourself
HNW INSURANCE SUMMIT - DUBAI 2024
Westin Hotel, Singapore
The HNW Insurance Summit 2024 in Dubai is poised to address the complex and dynamic nature of the Insurance ind...
read moreGet involved in Hubbis events
-
8.40am
Registration
-
9.00am
Welcome Address
-
9.05am
Keynote Address - Singapore as a hub for independent wealth in Asia
- Who is AIAM Singapore?
- Value-add to members
- The role of AIAM in the industry and with the regulators
-
9.20am
Panel Discussion
How are we getting on?
- What progress have we made as an industry?
- What’s still lacking in the development of the business?
- What are the economics, both for independent firms and private banks?
- This will probably be a tough year for many people – is this a good opportunity for you to grow your business?
- Do we understand the compliance burden? Can we deal with it?
Chair
Speakers
-
10.05am
Presentation - A new edge in investing in Asia
- Why invest in aquaculture and agriculture businesses
- Investment policies and processes
-
10.15am
Panel Discussion
Help, I’m so confused
- Where are we with FATCA?
- Where are we with CRS?
- Where are we with AEOI?
- What are the consequences for me and my clients?
Chair
Speakers
Shanker IyerIndependent Financial Advisor
-
11.00am
Refreshment & Networking
-
11.30am
Presentation - FATCA - a practitioner’s perspective
- What you need to do internally
- How best to prepare and work with your clients
-
11.40am
Presentation - Investing in preferred securities
- What are preferred securities?
- Opportunities in preferred securities
- How big an impact is regulation having on preferred securities?
- How important is security structure and quality?
- How did preferred securities perform last year?
- Why should investors consider allocating to preferred securities?
-
11.50am
Presentation - Women: investing with a purpose - why women investors may need a different approach to reach their goals
What if you could have a more engaging discussion with your women clients about their investments and risk? There is a proven way to draw a clearer connection among the purpose for their investment, their investment choices and risk tolerance. It’s called purpose-based engagement. Join Mark Nelligan, managing director Pershing Singapore Securities, as he discusses ways to build stronger relationships with women investors to help them achieve their financial goals.
-
12.00pm
Panel Discussion
Redefining and evolving the custody platform for this industry
- Is your client service, along with the technology and products offerings, improving? Or are private banks now too fearful and conservative to be of much help for you and your clients?
- What more can your custodians do for you to add value?
- What do you not want from your custodians?
- How do you choose the right custodian? What is the difference between a good one and bad one?
- Are there any other viable custody options that you should explore?
Chair
Speakers
-
12.45pm
Lunch & Networking
-
1.35pm
Panel Discussion
What’s the definition of an independent wealth manager?
- Do we really know what we are offering, and why we are different?
- What are the business models? And what is the difference between them?
- Does it matter which one I choose?
- How do I more clearly explain the value proposition to clients, and also private bankers?
Chair
Speakers
-
2.15pm
Presentation - Residence and citizenship planning for Asian families - an overview
- Why do families relocate?
- What should HNW families consider when carrying out residence and citizenship planning?
- Current developments in residence and citizenship programmes
-
2.25pm
Refreshment & Networking
-
2.55pm
Presentation - Will CRS really be - son of FATCA?
- Panic now or later?
- Hong Kong - from EOI to AEOI
- Singapore and Indonesia
- BVI
-
3.05pm
Panel Discussion
Private versus public markets - what does a client want today?
- How do you add value to a client’s portfolio?
- Are they more interested today in absolute returns?
- Which assets do my clients want?
- What’s the best way to source and deliver on this?
- How do clients now view their risk?
Chair
Speakers
-
3.50pm
Refreshment & Networking
-
4.00pm
Panel Discussion
Doing what’s best for your clients in a challenging and volatile year
- Fundamentally – has the world changed?
- China – what’s next? Where can you find value?
- Where are we heading – recession? Downturn? Will things get any worse?
- Is volatility the ‘new norm’?
- What does rising interest rates mean for clients?
- Oil – is there more downside to come?
- Where are the opportunities for our clients?
- How can clients build a high-quality, diversified portfolio?
- Risk management is key – but how can we get it right?
Chair
Speakers
Ted LowLow Risk Capital
-
5.00pm
Forum Ends
Independent Wealth Management Forum 2016
Westin Hotel,Singapore
Rohit Bhuta
Arun Chopra
360 ONE Wealth
Leonardo Drago
AlTi Tiedemann Global
Anthonia Hui
AlTi Tiedemann Global
David Poh
Amundi Asset Management
Joanne Lim
CIMB Private Banking
Paul Hodes
Citi Private Bank
Filippo Fabbris
Eightstone Oclaner
Olivier Destandau
Eightstone Oclaner
Philipp Piaz
Finaport
John Fairs
First Abu Dhabi Bank
Urs Brutsch
HP Wealth Management
Dominic Volek
Henley & Partners
Patricia Thomas
IRM Family Office
Yih Yann Lian
Internal Consulting Group
Karen O'Hanlon
JTC
Steve Davies
Javelin Wealth Management
Philippe Legrand
LCA Solutions
Harmen Overdijk
Leo Wealth
Peter Williams
Leonteq
Ted Low
Low Risk Capital
Paul Gambles
MBMG Group
Swan Khing Go
Marc Faber Group
Johnny Heng
Nomura
Mark Nelligan
Pershing Singapore, a BNY Mellon company
Dr. Angelo M Venardos
Philadelphia
Matthew Byer
Spectrum Asset Management
Steve Brice
Standard Chartered Private Bank
David Varley
Sun Life
Steve Knabl
Swiss-Asia Financial Services
Aditya Virmani
Taurus Wealth Advisors
Yash Mishra
Taurus Wealth Advisors
Mandeep Nalwa
Taurus Wealth Advisors
Independent Wealth Management Forum 2016
Westin Hotel,Singapore