We were delighted to host our 6th annual event in Singapore for the Independent Wealth Management Community.

More than 350 CEOs, COOs, and other senior practitioners attended – from a mix of local and international Private Banks, Retail Banks, Insurance Companies, Independent Firms & Family Offices, Asset Management Companies, and IFAs.

We appreciate the partnership of the Association of Independent Asset Managers, Singapore

And thanks to our sponsors: CapBridge, Commerzbank, EFG Private Banking, Expersoft, Global Precious Metals, Henley & Partners, Ingenia Consultants, Ingenia, INTL FCStone, InvestaCrowd, J O Hambro Capital Management, Leonteq, Pershing, Pictet, Profidata, Sun Life Financial, Solas, Swissquote and VP Bank.

 

Mar 8

Independent Wealth Management Forum 2018

Pan Pacific, Singapore

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

Gary Tiernan

Crossinvest

Tariq Dennison

GFM Asset Management

Xavier Burkhardt

Leonteq Securities

Nadav Lehavy

SandAire

Philipp Piaz

Finaport

Urs Brutsch

HP Wealth Management

Daphne Chandra, IMCM

Henley & Partners

Anshu Kapoor

Edelweiss Asset Management

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.

Latest event content
All event content

Experience our latest event for yourself

Middle East Wealth Management Forum 2020

Pan Pacific, Singapore

We were delighted to host our 5th annual Middle East Wealth Management Forum in Dubai....

read more

Get involved in Hubbis events

Sponsor an event

I’m looking to sponsor an event
I’m looking to become a speaker

Contact Us
Event Agenda
download pdf
  • 8.40am

    Registration

  • 8.55am

    Welcome Address

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

  • 9.00am

    Panel Discussion

    How can we be different?

    • Does this industry need to be shaken up and reengineered?
    • What do you stand for? What do you focus on? Or have you just built a mini-private bank?
    • What are the different business models? What’s working?
    • Is there a growing divide between local IAM’s and European style IAM’s? To what extent it this an issue?
    • Are you genuinely client-centric? Independent and transparent?
    • Are we going in circles – or is this industry moving forward?
    • Generally - what’s your view on technology, margin pressure and regulatory reform?
    • Innovation and evolution - How will you adapt to constant changes in technology, investor behaviour and regulation?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Anthonia Hui

    Chief Executive Officer

    AL Wealth Partners

    Urs Brutsch

    Managing Partner & Founder

    HP Wealth Management

    Nadav Lehavy

    Managing Director

    SandAire

    Evrard Bordier

    CEO and Managing Partner

    Bordier & Cie

    Oliver Balmelli

    Deputy Chief Executive Officer & Head Private Banking - Singapore

    EFG Bank

  • 9.45am

    Presentation - Investor migration and the rise of the global citizen

    Daphne Chandra, IMCM

    Country Head, Indonesia

    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
  • 9.55am

    Presentation - Private Syndicate Investment Platform

    Jeffrey Fang

    Chief Corporate Officer

    CapBridge

    • How trends are impacting investments today
    • The funding gap in a fund raising pathway
    • How efficient sharing optimises the process
  • 10.05am

    Presentation - “Follow the Flow” investing according to Fund Flow data

    Franck Fayard

    Director, Head of Product Engineering, Asia

    Commerzbank

    • A huge data pool
    • The valuable information contained in fund flows
    • Application to asset allocation
  • 10.15am

    Panel Discussion

    What’s the opportunity that the growing wealth in China and India represents to you?

    • What’s the role that Singapore based IAM could play in the future access to China and India wealth?
    • How can domestic and offshore firms collaborate?
    • What do clients want from their off-shore wealth management partners?
    • Is there an opportunity to help with investments as these clients look to diversify?
    • The globalising of Chinese wealth and trends to watch
    • How are the different business models evolving in these onshore wealth management markets?
    • Do Chinese clients have unique expectations around technology, products and service?
    • Are there any real family offices in China? What do they do? What are their needs?
    • Do many people view a link with China as ‘not very positive’?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Mandeep Nalwa

    Chief Executive Officer, Asia & Middle East

    Taurus Wealth Advisors

    James Wu

    Founding Partner

    Triumph Capital

    Anshu Kapoor

    President & Head, Investment Management

    Edelweiss Asset Management

    Tuck Meng Yee

    Partner and Founder

    JRT Partners

  • 11.00am

    Presentation - Whats the growing relevance of Gold within wealth management in Asia?

    Martin Huxley

    Global Head of Precious Metals

    StoneX

    • Key findings that we discovered in the recent survey we did?
    • What are the risks to avoid?
    • Where is the opportunity for you?
  • 11.10am

    Refreshment & Networking

  • 11.35am

    Presentation - Digital delivery of wealth management - the era of the platform?

    Damian Hitchen

    Chief Executive Officer, Singapore

    Swissquote

    • Transition of wealth management into the digital era
    • Distribution / connectivity is key
  • 11.45am

    Presentation - A new look at Universal Life - Guaranteed returns and Liquidity in a volatile world

    David Varley

    Chief High Net Worth Officer, Hong Kong

    Sun Life Financial

    • Using Insurance as an Asset to reduce risk to your portfolio
    • Take advantage of the Wealth Structuring benefits of HNW Insurance
    • Learn about how High and Low Life cover Universal Life solutions to give you guaranteed returns and liquidity
  • 11.55am

    Presentation - THE CHARITABLE CHOICE: Powering Better Wealth Planning Through Family Unity and Shared Goals

    Mark Nelligan

    Chief Executive Officer

    Pershing Singapore, a BNY Mellon company

    • Helping families find a common purpose and their philanthropic passion
    • Identifying factors that lead to successful as well as unsuccessful transfer of wealth between generations
    • Developing strategies to establish a meaningful and lasting legacy
  • 12.05pm

    Presentation - How to get the right real estate investments in front of your clients

    Julian Kwan

    Co-Founder and CEO

    InvestaX

    • Previous obstacles to offering your clients real estate product
    • What real estate is being shown, and why that is a problem
    • The solution
  • 12.15pm

    Presentation - Update – Association of Independent Asset Managers Singapore (AIAM)

    Steve Knabl

    President, AIAM Singapore, Chief Operating Officer & Managing Partner, Swiss Asia

    AIAM Singapore

    • What progress has the Association made?
    • Some key priorities for the year ahead?
    • Why should independent firms join the Association?
  • 12.20pm

    Panel Discussion

    Do you really want to grow your business? How will you do it?

    • Why are you growing your platform? What motivates you to do it? 
    • What's the alignment of interest?
    • Who owns it? Is it the same as working for private bank if you don't own it?
    • Let’s imagine you want to add just two RMs to your platform this year – what are the challenges? Is it difficult to find someone to join you that shares your value system and embraces the unique culture?
    • Can you improve processes? And can you make the connection between this and increased revenue?
    • Is critical mass an issue? When do economies of scale kick in?
    • When a company grows you face ballooning costs. Can you travel the road from ‘small’ to ‘medium sized’ without dying on the journey?
    • If you diversify will you damage the existing value proposition?
    • How can you best deal with your practice management, governance and controls?
    • Digital marketing and prospecting - sharing success stories

     

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Steve Knabl

    Chief Operating Officer & Managing Partner

    Swiss-Asia Financial Services

    Philipp Piaz

    Partner

    Finaport

    Chiara Bartoletti

    Chief Operating Officer

    Eightstone Oclaner

    Simon Lints

    Chief Executive Officer, Singapore

    Schroders Wealth Management

  • 13.00pm

    Presentation - The imminent risk of rising yields and how to cope with it

    Bernd Hartmann

    Head of Group Investment Research

    VP Bank

    • Are we already in the middle of a regime change?
    • The creeping rise in risk
    • The crux with bonds
    • How to prepare portfolios (Solutions)
  • 13.10pm

    Lunch

  • 13.50pm

    Room B – Workshop - MiFID and its relevance for Asia

    Simon Abbott

    Senior Regulatory Manager

    Commerzbank

    • MiFID II Transparency Regime – Opportunity or Data Overload?
    • T+1 Reporting – Asia Scope
    • Costs and KIDS – Clarity or Confusion?
  • 13.50pm

    Room A – Workshop - The growing demand for physical gold within the HNW and UHNW space in Asia

    Martin Huxley

    Global Head of Precious Metals

    StoneX

    As wealth grows in Asia more of it will flow into gold and other tangible assets. What does this opportunity mean to you?

    The workshop will address the following topics;

    • Should an investor hold gold in a well-diversified portfolio?
    • Should HNWIs be increasing their weighting in gold at this moment given where investment markets are?
    • Do your clients know the difference between physical gold and paper gold?
    • How can your clients gain access to the physical gold market and securely store it?
    • How liquid is the physical gold market both globally and within Asia?
    • Leverage – how do you apply it?
  • 14.30pm

    Room B – Workshop - Residence and citizenship planning for HNWIs

    Daphne Chandra, IMCM

    Country Head, Indonesia

    Henley & Partners

    Nirbhay Handa

    Group Head of Business Development

    Henley & Partners

    • The leading Citizenship-by-Investment Programs in the Caribbean
    • European Citizenship-by-Investment in Malta and Cyprus
    • Attractive European Residence-by-Investment Program
  • 14.30pm

    Room A – Workshop - Delivering wealth management via a digital platform

    Damian Hitchen

    Chief Executive Officer, Singapore

    Swissquote

    Swissquote Bank present their market-leading digital, global-trading and custody platforms for Independent Asset-Managers

  • 15.10pm

    Refreshment & Networking

  • 15.30pm

    Panel Discussion - Are we really focused on helping our clients create long-term value?

    • What is your investment process and philosophy? How do you deliver advice?
    • How do clients think about risk? Does the bank profiling exercise work?
    • What does the client really need? Typically, do they even know?
    • Do clients invest with a proper purpose?
    • What are some of the ways EAM / IAM can differentiate themselves from a typical private bank – especially from an investment product perspective?
    • From a non-investment perspective – how do you service your clients and add value?
    • How are you considering the next generation?
    • Are charitable foundations and endowments a realistic opportunity to grow AUM?
    • How are you helping your clients access interesting and unique investment solutions – for example in the private debt and private equity space?
    • How do you help clients access these opportunities and how do you package these solutions?
    • Do you buy private assets and real estate – how important is this? How do you access these opportunities?

     

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Gary Tiernan

    Head of Investments

    Crossinvest

    Noli de Pala

    Chief Investment Officer

    TriLake Partners

    Tariq Dennison

    Wealth Manager, US-Asia

    GFM Asset Management

    Bryan Goh

    Executive Director, Chief Investment Officer

    Bordier & Cie

    Rainer Michael Preiss

    Executive Director, Investment Advisory

    Taurus Family Office

  • 16.15pm

    Panel Discussion - What products do you have that you feel would be most valuable to HNW / UHNW clients in 2018?

    • What funds / investment products have you got that are specifically relevant to this IAM audience?
    • What's the role of structured products at time like this?
    • How do clients buy and store physical gold? What's the importance of this for a typical client?
    • Is buying ART an opportunity for wealth management firms?
    • What are the typical mistakes people make when buying ART?
    • Private vs Public - what's best?
    • What strategies will enable Asian investors get higher returns, whilst been mindful of potential market challenges in 2018?
    • Global equity markets have seen a strong run. Does it still have legs? Or are we reaching a terminal stage? Where do you now turn to drive long-term returns for a portfolio?

     

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Lincoln Chow

    Director, Head of Sales, Hong Kong & Singapore, Financial Institutions Marketing

    Commerzbank

    Nicolas Mathier

    Managing Partner

    Global Precious Metals

    Blake J. Noah

    Managing Director, Hong Kong & Shanghai

    Fine Art Asset Advisor

    Xavier Burkhardt

    Executive Director

    Leonteq Securities

    Craig Swanger

    Chief Executive Officer

    Revolver Capital

  • 17.00pm

    Forum End

     

    Hubbis events are –

    FUN, CONSISTENT, RELEVANT, ENGAGING AND UNIQUE

Mar 8

Independent Wealth Management Forum 2018

Pan Pacific,Singapore

Speakers

Gary Tiernan

Crossinvest

Tariq Dennison

GFM Asset Management

Xavier Burkhardt

Leonteq Securities

Nadav Lehavy

SandAire

Philipp Piaz

Finaport

Urs Brutsch

HP Wealth Management

Daphne Chandra, IMCM

Henley & Partners

Anshu Kapoor

Edelweiss Asset Management

Oliver Balmelli

EFG Bank

David Varley

Sun Life Financial

Rohit Bhuta

Mandeep Nalwa

Taurus Wealth Advisors

James Wu

Triumph Capital

Julian Kwan

InvestaX

Blake J. Noah

Fine Art Asset Advisor

Evrard Bordier

Bordier & Cie

Chiara Bartoletti

Eightstone Oclaner

Steve Knabl

Swiss-Asia Financial Services

Craig Swanger

Revolver Capital

Nicolas Mathier

Global Precious Metals

Damian Hitchen

Swissquote

Lincoln Chow

Commerzbank

Bryan Goh

Bordier & Cie

Rainer Michael Preiss

Taurus Family Office

Martin Huxley

StoneX

Bernd Hartmann

VP Bank

Anthonia Hui

AL Wealth Partners

Jeffrey Fang

CapBridge

Simon Abbott

Commerzbank

Noli de Pala

TriLake Partners

Tuck Meng Yee

JRT Partners

Nirbhay Handa

Henley & Partners

Mark Nelligan

Pershing Singapore, a BNY Mellon company

Simon Lints

Schroders Wealth Management

Mar 8

Independent Wealth Management Forum 2018

Pan Pacific,Singapore

Partners

platinum

gold

silver

bronze

Mar 8

Independent Wealth Management Forum 2018

Pan Pacific,Singapore

Event Highlights

We were delighted to host our 6th annual event in Singapore for the Independent Wealth Management Community, where more than 350 CEOs, COOs, and other senior practitioners attended – from a mix of local and international Private Banks, Retail Banks, Insurance Companies, Independent Firms & Family Offices, Asset Management Companies, and IFAs.

We appreciate the partnership of the Association of Independent Asset Managers, Singapore.  And thanks to our sponsors: CapBridge, Commerzbank, EFG Private Banking, Expersoft, Global Precious Metals, Henley & Partners, Ingenia Consultants, Ingenia, INTL FCStone, InvestaCrowd, J O Hambro Capital Management, Leonteq, Pershing, Pictet, Profidata, Sun Life Financial, Solas, Swissquote and VP Bank.

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 

Video Highlights
Video Highlights Summary PDF
Photos
Event summary
Panel discussions
Presentations & Wealth TALKS
Workshops
Videos

 

Post-event Report

You might also like to view the full Post-Event Report – which is a consolidated summary, including photos of speakers & delegates, the attendee profiles & some delegate feedback, polling results, and more. 

 

Event Summary 

Independent Wealth in Asia – Fortune to Favour the Astute….and the Brave 
The Hubbis Independent Wealth Management Forum in Singapore on March 8, 2018 proved to be fertile ground for a wide variety of advisory, cautionary and informative tales from leading experts in the wealth industry. Delegates left with the strong impression that independent firms in Asia have great rewards in store if they structure their businesses optimally.

 

Video Highlights

At the Forum we interviewed leading industry experts. 
Full Video Highlights
Video Highlights Summary PDF
I love wealth management

Their individual interviews can be accessed below: 

Rainer Michael Preiss Taurus Wealth Advisors
Anthonia Hui AL Wealth Partners
Jeffrey Fang CapBridge
Simon Lints Schroders Wealth Management
Damian Hitchen Swissquote
Anshu Kapoor Edelweiss Global Wealth Management
Julian Kwan InvestaCrowd InvestaCrowd
Steve Knabl Swiss-Asia Financial Services
Philipp Piaz Finaport
Tuck Meng Yee JRT Partners
Arnulfo de Pala TriLake Partners
Rohit Bhuta Crossinvest
Craig Swanger Revolver Capital
Martin Huxley INTL FCStone
Tariq Dennison GFM Asset Management

 

Panel Discussions 

We held 5 interactive panel discussions throughout the day – which involved senior industry practitioners who we invited to participate and share their thoughts. We have also incorporated into the summaries below the briefing notes which speakers sent to us in advance of the event. Plus, we have included the results of audience polling as well as questions we received from delegates. Click on each headline to view the PDFs.

 

How can we be Different?
Does the independent wealth industry need to be re-engineered and how can firms differentiate their offerings to compete well today while also evolving their skills and technology for tomorrow? The first panel of the Hubbis Independent Wealth Management Forum pondered these, and other, questions.

Panel Members
Anthonia Hui, Chief Executive Officer, AL Wealth Partners
Rohit Bhuta, Chief Executive Officer, Crossinvest
Urs Brutsch, Managing Partner & Founder, HP Wealth Management
Nadav Lehavy, Managing Director, SandAire
Evrard Bordier, Managing Partner, Bordier & Cie
Oliver Balmelli, Deputy Chief Executive Officer and Co Head of Private Banking, EFG Bank
 

What Opportunity Can Be Found in the Growing Wealth of China and India?
India and China are both challenging and alluring markets of opportunity for the wealth industry. India is experiencing a billionaire boom, with demand far exceeding supply and infrastructure, while investment of well-earned wealth in China is still relatively in its infancy.

Panel Members
Mandeep Nalwa, Founder, Chief Executive Officer, Taurus Wealth Advisors
James Wu, President / Partner, Triumph Capital International
Anshu Kapoor, Head - Private Wealth Management, Edelweiss Global Wealth Management
Tuck Meng Yee, Partner, JRT Partners

 

Do You [the IAM or EAM] Really Want to Grow Your Business? And How?
The third panel of the Hubbis Independent Wealth Management Forum of March 8 focused in on how independent firms can grow their businesses. Growth for growth’s sake is seldom a success, but resting on one’s laurels is also risky.

Panel Members
Steve Knabl, Chief Operating Officer & Managing Partner, Swiss-Asia Financial Services
Philipp Piaz, Partner, Finaport
Chiara Bartoletti, Chief Operating Officer, Oclaner Asset Management
Simon Lints, Chief Executive Officer - Singapore, Schroders Wealth Management

 

Focusing on Long-Term Value for Clients
When generating long-term investments for clients, risk management, added value and promoting unique opportunities can place smaller wealth management companies in good stead compared with larger banks. Panellists offered advice to help smaller firms build their client's bases and their revenues.

Panel Members
Gary Tiernan, Head of Investments, Crossinvest
Arnulfo de Pala, Chief Investment Officer, TriLake Partners
Tariq Dennison, Investment Advisor, Retirement Portfolios, GFM Asset Management
Bryan Goh, Chief Investment Officer, Bordier & Cie
Rainer Michael Preiss, Executive Director, Client Investments, Taurus Wealth Advisors

 

What products Should be Promoted to HNW and UHNW clients in 2018? 
The independent wealth advisory community prides itself on having a bespoke approach to HNW clients. Do they feel that mainstream markets are living on borrowed time? Are they promoting alternative investments? A panel of experts discussed these matters…and more.

Panel Members
Lincoln Chow, Director, Head of Sales, Hong Kong & Singapore, Financial Institutions Marketing, Commerzbank
Nicolas Mathier, Managing Partner, Global Precious Metals
Blake J. Noah, Managing Director, Fine Art Asset Advisor
Xavier Burkhardt, Executive Director, Leonteq Securities
Craig Swanger, Chief Executive Officer, Revolver Capital
Julian Kwan, Chief Executive Officer, InvestaCrowd

 

Presentations 

Below are summaries of the Presentations and Wealth TALKS delivered at the event. These were 10-minute slots hosted either by senior industry practitioners who we invited to speak (Wealth TALKS), or by some of our event partners (Presentations). Also listed with each summary are links to the presentation slides (where these are made available by speakers). Click on each headline to view.

Residence and Citizenship Planning for Asian Families - an Overview
Daphne Chandra, Manager and Client Advisor in the Singapore office of Henley & Partners, explained some preferred overseas residence and citizenship options for Asian HNWIs.
View Slides 

CapBridge: The Private Syndicate Investment Platform
Jeffrey Fang, Chief Corporate Officer of CapBridge, sees great potential in helping institutional and accredited investors connect with mid-to-late stage growth companies in Asia.
View Slides

Follow the Flow: Investing According to Fund Flow Data
Franck Fayard, Director and Head of Product Engineering in Asia for Commerzbank, explained the value of fund flow data in global asset allocation.  

The compelling opportunity in physical gold for Asia’s HNWIs and advisers
Martin Huxley, Head of Precious Metals for Asia at INTL FCStone, is convinced that as wealth grows in Asia more money will flow into gold.
View Slides

Digital Delivery of Wealth Management – the Era of the Platform 
Swiss bank Swissquote serves its global client base of more than 350,000 customers entirely through digital interface. Damian Hitchen, CEO for the Middle East and Asia, explained.
View Slides

The Charitable Choice: Powering Better Wealth Planning Through Family Unity and Shared Goals
Mark Nelligan, managing director of Pershing Securities, explained the benefits of encouraging clients to become charitable philanthropists.

How to Put the Right Real Estate Investments in Front of Your Clients
Julian Kwan, Chief Executive Officer of Singapore based real estate investment platform InvestaCrowd, highlighted the appeal of the commercial real estate sector.
View Slides

Update from the Association Independent Asset Managers Singapore (AIAM) 
Steve Knabl, President of the Association of Independent Asset Managers Singapore explained AIAM’s progress and urged more IAMs to join the association.
View Slides

The Imminent Risk of Rising Yields and How Investors Can React 
Bernd Hartmann, Head of Investment Research & Chief Strategist at VP Bank Group, cautioned on the risk of rising yields.
View Slides 

The Growing Demand for Physical Gold amongst the HNW and UHNW Individuals in Asia
Martin Huxley, Head of Precious Metals for Asia at INTL FCStone,  presented a Workshop to highlight the appeals of gold, the mechanics of owning it and the opportunities for independent wealth advisers in Asia.

View slides

MiFID and its Relevance for Asia
Simon Abbott, Senior Regulatory Manager at Commerzbank, conducted a workshop to explain to Asia-based independent wealth managers the challenges and opportunities arising from MIFIR and MiFID II.
View Slides

Residence and Citizenship Planning for HNWIs
Nirbhay Handa, Manager for the subcontinent at Henley & Partners, along with Daphne Chandra, Indonesia Country Manager and Client Adviser presented a Workshop on the current pick of residence and planning options for Asian HNW individuals and families.
View Slides

Swissquote: Delivering Wealth Management for EAMs Via a Digital Platform
Damian Hitchen, CEO for the Middle East and Asia, presented a Workshop to introduce the Swissquote platform to independent wealth advisers.

 

Testimonials

“Hubbis panels balance diverse, and sometimes cutting-edge and controversial points of view across the financial industry.”

Tariq Dennison CFP, Investment Advisor, Retirement Portfolios, 

 

"I was impressed with the overwhelming response from the participants who joined this event. I will continue to join the Hubbis events as long as I am in the banking industry."

"Hubbis brought Asian Wealth Management to Singapore as a one stop hub"

"I enjoyed the atmosphere of casualness throughout discussions between panel members. The fact that the moderator knows all of the panels well, made it even more enjoyable."

Anonymous feedback from the event attendees 

 

Mar 8

Independent Wealth Management Forum 2018

Pan Pacific,Singapore