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

Tuck Meng Yee

JRT Partners

Lucie Hulme

TriLake Partners

Donald Klip

Global Mortgage Group

Robert Chadwick

America Mortgages

Mark Nelligan

Pershing Singapore, a BNY Mellon company

Anthonia Hui

AL Wealth Partners

Urs Brutsch

HP Wealth Management

Mandeep Nalwa

Taurus Wealth Advisors

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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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

    Managing Direcor & 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

Tuck Meng Yee

JRT Partners

Lucie Hulme

TriLake Partners

Donald Klip

Global Mortgage Group

Robert Chadwick

America Mortgages

Mark Nelligan

Pershing Singapore, a BNY Mellon company

Anthonia Hui

AL Wealth Partners

Urs Brutsch

HP Wealth Management

Mandeep Nalwa

Taurus Wealth Advisors

Olivier Mivelaz

Swiss-Asia Financial Services

David Doerig

Corecam

Philipp Piaz

Finaport

Gary Tiernan

Golden Equator Capital

Andrew Hendry

Janus Henderson Investors

David Packham

Chintai

Rafael Weber

Swissquote

Cheryl Chong

The Social Co.

Lucy Gao-Azak

Crossinvest

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