We were delighted to host our annual independent wealth management event in Singapore. Over 300 senior individuals attended – including leading professionals from the independent industry, international and local Private Banks, Retail Banks, Multi-Family Offices and IFAs, as well as relationship managers and investment advisers from the industry.

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].



Video Highlights


Event summary

Event Content



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.



Towards a 2020 vision for independent wealth in Asia

Our 5th annual event for the independent wealth management community in Asia, hosted in conjunction with the Association of Independent Asset Managers (Singapore), drew more than 300 senior practitioners – from a mix of independent wealth managers and multi-family offices, as well as senior private bankers wanting to learn more about this increasingly influential and expanding segment.



Are Asia’s independent models up to the task?

An exclusive Hubbis survey of independent wealth managers in Singapore and Hong Kong puts a question-mark over whether this increasingly influential community has the required advisory models and processes to deliver on the promise to clients of zero conflict of interest and consistent performance.


Event Content

Driving collaboration and inclusion for independent wealth in Singapore
Steve Knabl highlights some of the specific initiatives that the Association of Independent Asset Managers (Singapore) is pursuing, to further the reach and influence of this segment of the wealth management industry.

Survival of the fittest - how to thrive as an independent
Independent wealth management firms in Asia need to take a close look at their business models and value proposition to ensure they are positioned in a way which will make them sustainable and profitable going forward.

A need for greater capacity in independent firms
Creating the next generation of advisers for these types of organisations is one of the main objectives – and hurdles – for the industry as a whole. Doing it and attracting experienced private bankers and other suitable candidates requires the right mind-set.

Banking on growth in independent wealth in Asia
For those custodians which can get it right, independent firms present a growing and potentially lucrative opportunity amid an otherwise challenging environment. A platform with the right people to deliver on the need for flexibility is a good starting point.

Singapore vs HK - a polarising landscape emerging?
Both financial hubs have growing communities of independent asset managers (IAMs) and multi-family offices (MFOs), despite the segment developing at a different pace and separate times. Yet Hong Kong is showing some signs of lagging when it comes to competitiveness.

Fintech: are IAMs investing the right way?
The right systems and tools seem to be inevitable even at the independent end of the wealth management spectrum, given a market landscape where survival depends on staying up-to-date with the many reporting, risk management and disclosure obligations.

Not missing an investment trick in 2017
A panel of market experts at the 5th annual Hubbis event for Asia’s independent wealth management community look around the world to give their outlook for various regions and asset classes for investment portfolios in 2017.

A 2020 vision for independent wealth management in Asia
The pace of growth of independent firms in Singapore and Hong Kong hasn’t been as fast as many players initially expected it might be. But the achievements of this segment bode well for what it can achieve going forward – especially with collaboration.