Approaching private clients on matters of wealth structuring and estate planning is difficult anywhere in the world, but the wealth management industry has for some years been more directly addressing the truly massive transition of wealth taking place from the founder/older generations in Asia to the younger generations.

The October 27 Hubbis Digital Dialogue event will see a panel of experts review the state of the wealth management industry from the perspective of the evolution of carefully planned and well-executed wealth, estate and succession planning and structuring, including advice on how to nurture the right types of discussions around these important subjects.

The wealth industry to some extent sees smart estate and succession planning amongst its core clients as central to its ongoing proposition, as it not only helps to promote a professional approach to planning that will help preserve each family’s wealth into the decades ahead, but is also helping the private banks and independent firms connect to the next generations of their clients,

Estate and succession planning solutions are therefore key areas of rising emphasis in Asia’s wealth advisory industry. As so many of the founder generations age, as more of the second generation take control and more of the third generation return from overseas armed with their Western educations, there is a concomitant increase in both the focus and the professionalisation of solutions the wealth industry can offer in order to keep their private clients engaged.

Our select panel of estate and legacy planning experts will analyse how wealth management and other professionals can turn these developments to the advantage of their clients and help devise the right solutions for their clients. They will debate what talent, experience and expertise are required, and how the client-facing advisors and professionals should most effectively approach and communicate with these clients.

Oct 27

Tools and Strategies to help Private Clients Secure their Le...

3.00pm - 4.00pm HKT/SGT

Featured Partners
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A community of leading organisations within Asian Wealth Management

Featured speakers
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Senior figures in Asian Wealth Management are speaking at this event

Eng Cher Goh

Allen & Gledhill

Gerard Chinniah

Equiom Group

Tim George

Withersworldwide

Simon Lo

Charles Monat Associates

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.

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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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  • 15.00pm

    Tools and Strategies to help Private Clients Secure their Legacies for the Next Generations

    • How do the private banks and independent wealth firms in Asia meet the needs of and simplify the complexities involved with the global Asian family?
    • Are the private banks and independent wealth firms in Asia grasping the opportunities on offer in relation to legacy and succession planning for their clients? How can it enhance the relationships with the clients and their families/generations?
    • What are some of the key developments taking place amongst wealthy families in terms of their legacy and succession planning needs?
    • How is the wealth management industry working to help their clients curate the optimal planning and solutions available?
    • How closely involved should the second and third generations be in this drive to more robust estate and succession planning?
    • What have the government and the regulators/authorities been doing, for example in Singapore and Hong Kong, to boost their importance as estate structuring centres of excellence?
    • How does the region’s wealth advisory community deliver advice and structures across multiple jurisdictions?
    • How does HNW life insurance fit into this type of planning?
    • How do the banks and other wealth advisory firms work with the professional services industry, such as lawyers, tax advisors and trust experts?

    Moderator

    Michael Stanhope

    Founder & Chief Executive Officer

    Hubbis

    Speakers

    Simon Lo

    International Chief Executive Officer

    Charles Monat Associates

    Gerard Chinniah

    Managing Director – Singapore

    Equiom Group

    Tim George

    Partner

    Withersworldwide

    Eng Cher Goh

    Partner

    Allen & Gledhill

  • 16.00pm

    Webinar Ends

Oct 27

Tools and Strategies to help Private Clients Secure their Le...

3.00pm - 4.00pm HKT/SGT

Speakers

Eng Cher Goh

Allen & Gledhill

Gerard Chinniah

Equiom Group

Tim George

Withersworldwide

Simon Lo

Charles Monat Associates

Oct 27

Tools and Strategies to help Private Clients Secure their Le...

3.00pm - 4.00pm HKT/SGT

Partners
Oct 27

Tools and Strategies to help Private Clients Secure their Le...

3.00pm - 4.00pm HKT/SGT