We were delighted to host our 8th annual event in Singapore for the Independent Wealth Management Community.
 

Thanks to our Partners:

  • Chintai
  • Global Mortgage Group
  • Janus Henderson Investors
  • Pershing Singapore, a BNY Mellon company
  • Swissquote
  • Global Precious Metals
  • TeamWork


The agenda included:

Panel discussions on these topics -

  • Wealth Leaders – positioning for and embracing growth in the post-pandemic world
  • The Pathway to Inclusive Investment
  • Improving the platform, custody and processes
  • What can you offer your clients that is interesting and different?
     

Presentations on these topics -

  • A Deeper Dive: The Pathway to Inclusive Investment
  • Is the era of the new platform here?
  • War, Inflation and Biotech
  • International Real Estate Financing for High Net Worth Clients
  • Roadmap to building a Competitive Advantage to grow your business with Digital Assets

 

May 11

INDEPENDENT WEALTH MANAGEMENT FORUM 2022

Pan Pacific Hotel, 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

Philipp Piaz

Finaport

Urs Brutsch

HP Wealth Management

Andrew Hendry

Janus Henderson Investors

Gary Tiernan

Golden Equator Capital

Donald Klip

Global Mortgage Group

Tuck Meng Yee

JRT Partners

Cheryl Chong

The Social Co.

Olivier Mivelaz

Swiss-Asia Financial Services

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

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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 - In partnership with Janus Henderson Investors

    Wealth Leaders – positioning for and embracing growth in the post-pandemic world

    • What is your vision for independent wealth management in Singapore in a (hopefully) Post Covid-19 world?
    • How is Singapore evolving to become even more appealing to UHNW clients and Family offices?
    • What growth potential lies ahead in 2022 and beyond, and where are the key opportunities for the foreseeable future?
    • What is happening to the private client base in Asia, and how are clients’ needs and expectations changing?
    • How are leaders in this industry enhancing their value proposition, products and service offering?
    • More generally, How will the competitive arena evolve in the coming several years? Are the leaders ready for those challenges?
    • How are you evolving the quality and type of advice you offer to clients?

    Chair

    Andrew Hendry

    Head of Distribution, Asia

    Janus Henderson Investors

    Speakers

    Lucie Hulme

    Chief Executive Officer & Partner

    TriLake Partners

    Mandeep Nalwa

    Chief Executive Officer, Asia & Middle East

    Taurus Wealth Advisors

    Olivier Mivelaz

    CEO & Founding Partner

    Swiss-Asia Financial Services

  • 9.30am

    Presentation - A Deeper Dive: The Pathway to Inclusive Investment

    Mark Nelligan

    Chief Executive Officer

    Pershing Singapore, a BNY Mellon company

    • Earlier this year, BNY Mellon Investment Management set out to explore some of the key drivers behind the persistent gender-investment gap from the perspective of those who currently invest, those who don’t, and the investment industry itself.
    • This research took us around the globe interviewing 8000 women and men across 16 markets and 100 asset management firms. It deduced that if women invested at the same rate as men, there would be at least an extra USD3.22 trillion of assets under management from private individuals today.
    • The answer is clear: we need to work together in making it an inclusive investment environment that is accessible for all.


    View The Pathway to Inclusive Investment

     

  • 9.45am

    Panel Discussion - In partnership with Pershing Singapore, a BNY Mellon Company

    The Pathway to Inclusive Investment

    • What are the reasons there is a gender investment gap?
    • How can our industry build a more inclusive investment environment?
    • Panelists will share their perspective and insights into their investment management practices and how are they trying to change the gender investment gap


    View The Pathway to Inclusive Investment

     

    Chair

    Mark Nelligan

    Chief Executive Officer

    Pershing Singapore, a BNY Mellon company

    Speakers

    Cheryl Chong

    Co-Founder

    The Social Co.

    Anthonia Hui

    Chief Executive Officer

    AL Wealth Partners

    Tuck Meng Yee

    Partner and Founder

    JRT Partners

    Lucy Gao-Azak

    COO & Head of Wealth Management

    Crossinvest

  • 10.15am

    Presentation - Is the era of the new platform here?

    Rafael Weber

    Head of Institutional Clients

    Swissquote

    • Digital delivery of wealth management
    • Transitioning wealth management into the digital era
    • Distribution and connectivity is key
  • 10.30am

    Panel Discussion - In partnership with Swissquote

    Improving the platform, custody and processes

    • Custody, execution, and advice. Will they be unbundled?
    • Do you want physical service or digital execution? How are your priorities changing?
    • What are traditional private banks doing wrong?
    • How can platforms / partners communicate better with you? Is research important to you? Do you get too much information?
    • How are you thinking about digital assets and their custody?
    • How can processes be improved? For example, account opening

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Urs Brutsch

    Managing Partner & Founder

    HP Wealth Management

    Rafael Weber

    Head of Institutional Clients

    Swissquote

    David Doerig

    Chief Operating Officer

    Corecam

  • 11.00am

    Refreshment & Networking

  • 11.30am

    Presentation - War, Inflation and Biotech

    Andrew Hendry

    Head of Distribution, Asia

    Janus Henderson Investors

    • Is growth still possible in the current market environment?
    • Do thematics still have a place in a core portfolio?
    • How can you exploit private market opportunities in Biotech?
  • 11.45am

    Presentation - International Real Estate Financing for High Net Worth Clients

    Robert Chadwick

    CEO

    America Mortgages

    • Offering Asset-backed financing as a service
    • America Mortgages, the globally leader in US non -resident mortgages
    • Global Partnership Program
  • 12.00pm

    Panel Discussion - In partnership with Global Mortgage Group

    What can you offer your clients that is interesting and different?

    • How can you differentiate yourself?
    • How can you improve the value proposition?
    • What do clients demand from you today?
    • What products and solutions can you add to the mix that add value?
    • Do you need to be more proactive and less reactive?
    • What would you like to do that you cannot?
    • How does regulation and compliance hamper or help you?

    Chair

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Donald Klip

    Managing Director, Co-Founder

    Global Mortgage Group

    Gary Tiernan

    CEO – Capital

    Golden Equator Capital

    Philipp Piaz

    Partner

    Finaport

  • 12.30pm

    Presentation - Roadmap to building a Competitive Advantage to grow your business with Digital Assets

    David Packham

    CEO and Founder

    Chintai

    • Capitalising on digital assets with blockchain
    • Developing new products to expand into new markets
    • Creating new revenue streams with tokenisation
  • 13.00pm

    Forum End

May 11

INDEPENDENT WEALTH MANAGEMENT FORUM 2022

Pan Pacific Hotel,Singapore

Speakers

Philipp Piaz

Finaport

Urs Brutsch

HP Wealth Management

Andrew Hendry

Janus Henderson Investors

Gary Tiernan

Golden Equator Capital

Donald Klip

Global Mortgage Group

Tuck Meng Yee

JRT Partners

Cheryl Chong

The Social Co.

Olivier Mivelaz

Swiss-Asia Financial Services

Anthonia Hui

AL Wealth Partners

David Doerig

Corecam

David Packham

Chintai

Lucy Gao-Azak

Crossinvest

Mark Nelligan

Pershing Singapore, a BNY Mellon company

Robert Chadwick

America Mortgages

Rafael Weber

Swissquote

Lucie Hulme

TriLake Partners

Mandeep Nalwa

Taurus Wealth Advisors

May 11

INDEPENDENT WEALTH MANAGEMENT FORUM 2022

Pan Pacific Hotel,Singapore

Partners

platinum

gold

May 11

INDEPENDENT WEALTH MANAGEMENT FORUM 2022

Pan Pacific Hotel,Singapore

Event Highlights

Hubbis was delighted host our 8th annual event in Singapore for the Independent Wealth Management Community.

The refreshed format we have adopted for our events in 2022 worked particularly well, including as it did head-to-head interviews, presentations, panel discussions.

We are pleased to report that more than 175 colleagues attended the event for the day, including 16 speakers. Together they represented a remarkable cross-section of the Asian independent wealth management industry, which is enjoying both a solid growth trajectory as the accumulation of private wealth continues, and is also facing numerous challenges driven by competition, the struggle to incorporate digital technologies and of course, the ubiquitous drive towards tighter regulation and compliance.

The Forum covered numerous aspects of wealth management today, as well as many vital features required for individuals and businesses to future-proof their careers and their operations in the face of the proliferating challenges ahead. The most fundamental impression from the day was that there are indeed perhaps more opportunities than there are challenges and that those who adapt will not only survive but also reap the rewards in the future.

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

Photos
Content summary
 

Panel Discussions 

Wealth Leaders – positioning for and embracing growth in the post-pandemic world

Panel Members

  • Lucie Hulme, Chief Executive Officer & Partner, TriLake Partners
  • Mandeep Nalwa Chief Executive Officer Asia & Middle East, Taurus Wealth Advisors
  • Olivier Mivelaz CEO & Founder Swiss-Asia Financial Services
  • Andrew Hendry Head of Distribution, Asia Janus Henderson Investors

 

The Pathway To Inclusive Investment

Panel members

  • Mark Nelligan, Chief Executive Officer, Pershing Singapore, a BNY Mellon company
  • Anthonia Hui, Chief Executive Officer, AL Wealth Partners
  • Cheryl Chong, Co-founder, The Social Co
  • Tuck Meng Yee, Partner, JRT Partners
  • Lucy Gao-Azak, Chief Operating Officer & Head of Wealth Management, Crossinvest (Asia)

 

Improving The Platform, Custody And Processes

Panel members

  • David Doerig, Chief Operating Officer, Corecam
  • Urs Brutsch, Managing Partner & Founder, HP Wealth Management
  • Rafael Weber, Head of Institutional Clients, Swissquote

 

What Can You Offer Your Clients That Is Interesting And Different?

Panel members

  • Donald Klip, Co-Founder, Global Mortgage Group
  • Gary Tiernan, CEO – Capital, Golden Equator
  • Philipp Piaz, Partner, Finaport

 

Presentations 


Presentation - A Deeper Dive: The Pathway to Inclusive Investment
Mark Nelligan, Chief Executive Officer, Pershing Singapore, a BNY Mellon company

View video of presentation
Article - A Deeper Dive: The Pathway to Inclusive Investment: Why Women’s Investment Matters

 

Presentation - War, Inflation and Biotech
Andrew Hendry, Head of Distribution Asia, Janus Henderson Investors

View video of presentation
Article- Janus Henderson’s Andrew Hendry on Why Healthcare offers such a Compelling Investment Opportunity

 

Presentation - Is the era of the new platform here
Rafael Weber,
Head of Institutional Clients, Swissquote

View video of presentation
Article - Swissquote’s Rafael Weber on the Arrival of the New Era of the Digital Investment & Custody Platform

 

Presentation - International Real Estate Financing for High Net Worth Clients
Robert Chadwick, 
CEO, America Mortgages

View video of presentation
Article - The Global Mortgage Group CEO on US and International Real Estate Financing for High-Net-Worth Clients

 

Presentation - Roadmap to building a Competitive Advantage to grow your business with Digital Assets
David Packham, CEO and Founder, Chintai

View video of presentation
Article - Chintai Founder David Packham on how the Wealth Management Industry Can Expand their Digital Assets Proposition

 

 

May 11

INDEPENDENT WEALTH MANAGEMENT FORUM 2022

Pan Pacific Hotel,Singapore