Hubbis is delighted to have hosted a very successful inaugural HUBBIS WEALTH SOLUTIONS FORUM on Wednesday 14th June 2023 in Singapore.

Thanks to our exclusive partner: 1291 Group, Henley & Partners, Lombard International Assurance, Ocorian, Eton Solutions, Butler Snow, J. Rotbart & Co., Deloitte Private, Qineticare and Wealtra.

Jun 14

HUBBIS WEALTH SOLUTIONS FORUM 2023

The Fullerton Hotel, Singapore

Featured Partners
All Partners

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

Roger Chi

1291 Group

Carolyn Leng

Bordier & Cie

John Shoemaker

Butler Snow

Michael Velten

Deloitte

Marc Anley

Deloitte

Edmund Leow

Dentons Rodyk & Davidson

Rohit Ganguli

EFG Bank

Bryan Henning

Eton Solutions

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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.

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Hubbis events are not only consistent, relevant, engaging and unique but also highly positive, and fun experiences.

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PHILIPPINES WEALTH MANAGEMENT FORUM 2024

The Fullerton Hotel, Singapore

We were delighted to host our annual PHILIPPINES WEALTH MANAGEMENT FORUM on Wednesday 20t...

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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

    How can private wealth managers continue to capture growth opportunities?

    • What is the secret ingredient of a successful offering?
    • How are private wealth managers evolving to offer a wider range of solutions - like insurance, and wealth planning services?
    • What do UHNW clients expect of their advisers and the professional services firms they work with? How is this changing?
    • What are the practical considerations for HNW clients in wealth protection and transfer?

    Chair

    Lee Sleight

    Head of Business Development, Asia

    Lombard International Assurance

    Speakers

    Francis Liu

    Chief Executive Officer, Private Clients, Asia & Chief Executive Officer, Singapore

    Lombard Odier

    Gautam Duggal

    Global Head, Bancassurance, Group Wealth Management

    Standard Chartered Bank

    Anthony Chan

    Chief Executive Officer

    Isola Capital

    Carolyn Leng

    Managing Director

    Bordier & Cie

    Michael Velten

    Senior Partner

    Deloitte

  • 9.30am

    Presentation - What are the HNW Life Insurance Options?

    Roger Chi

    Managing Partner

    1291 Group

    • How do you choose? - Whole Life, Term Life, UL, VUL, IUL and PPLI.
    • More product choice is confusing – how can we present the right opportunities to clients today?
    • How important is the relationship between HNW Insurance and Tax planning?
    • What Trends are you seeing within Life Insurance?
    • What differences are we seeing between the needs of European clients’ and Clients in the Asia?
  • 9.45am

    Presentation - Family Businesses – how to build and sustain a successful enterprise

    Sharon Yam

    Country Head, Ocorian Singapore, Head of Private Clients

    Ocorian

    • What are the AML considerations in a Family office / PTC / trust structure?
    • How have regulations and requirements become more complicated?
    • How can this be implemented efficiently and how can you avoid issues?
  • 10.00am

    Presentation - How does Residency and Citizenship impact the choices for Further education?

    Tess Wilkinson

    Director of Education Services

    Henley & Partners

    • How should clients decide which schools to send their kids to?
    • What are the requirements and expectations to enter the best Schools and Universities?
    • What preparation in needed and what’s the process?
    • How can a child graduate with a degree and a passport?
  • 10.15am

    Panel Discussion

    Trusts and AML Risk Management

    • Are trusts now overregulated from an AML perspective?
    • Is it nearly impossible to take on a client from Vietnam and China?
    • Are the rules been universally applied? Is it a level playing field?
    • An Industry Best Practice Paper: Managing Money Laundering And Terrorism Financing (“ml/tf”) Risks Associated With Complex Trust Structures - was published last year. What are the implications? Do you agree with what is being suggested? Do we need more guidance?
    • How do we view ‘high risk’ assets in trusts?
    • How do we view ‘digital assets’ in trusts?

    Chair

    Sharon Yam

    Country Head, Ocorian Singapore, Head of Private Clients

    Ocorian

    Speakers

    Shawn Wang

    Head of Trust Service, Singapore

    Ocorian

    Yeoh Lian Chuan

    Partner

    Withers KhattarWong

    Ethan Chue

    Chief Executive Officer

    Family Succession Advisors

    Marc Anley

    Partner

    Deloitte

  • 10.45am

    Presentation - Transforming a Family Office to Reimagine the Value it Delivers

    Bryan Henning

    SVP, Head of International

    Eton Solutions

    • Setting up a family office to deliver scalable advantage for tomorrow
    • Using technology to create operational leverage and efficiencies
    • Digitalising governance functions within the Family Office and across family members and key advisors
  • 11.00am

    Refreshment & Networking

  • 11.30am

    Presentation - Wealth & Succession Planning in an Increasingly Uncertain World

    Lee Sleight

    Head of Business Development, Asia

    Lombard International Assurance

    • Mobility
    • Life Events
    • Legacy
  • 11.45am

    Panel Discussion

    Family Offices – keeping the dream alive

    • What is a family office?
    • Is it really about consolidated asset management – or just for used for migration?
    • Who actually needs a family office?
    • Who actually benefits from a family office?
    • What’s the impact on Singapore as this trend continues?
    • Do we have the right training environment? Are we doing enough to anticipate the needs of the wealthy families moving here? Is a family charter ever enough?
    • Is Singapore becoming too expensive an option?
    • Do we have enough competent professionals to meet the demand adequately?

    Chair

    Scott Moore, IMCM

    Managing Director

    Henley & Partners

    Speakers

    Lee Wong

    Head of Family Services, Asia

    Lombard Odier

    Tommy Leung

    Co-Head Global Family and Institutional Wealth, APAC

    UBS Global Wealth Management

    Alexandra Geiger

    Foreign Counsel (Registered Foreign Lawyer)

    Rajah & Tann Singapore LLP

    Rohit Ganguli

    Head of Wealth Planning Asia

    EFG Bank

    Bryan Henning

    SVP, Head of International

    Eton Solutions

  • 12.15pm

    Presentation - Is the U.S. nearing a global information exchange commitment?

    John Shoemaker

    Registered Foreign Lawyer

    Butler Snow

    • U.S. tax & regulatory updates
    • How is the U.S. collecting data for beneficial ownership?
    • Will the US now be sharing data with key partner jurisdiction?

     

  • 12.30pm

    Panel Discussion

    Trust Litigation

    • Is Singapore an asset protection jurisdiction in light of the La Dolce Vita Fine Dining case?
    • What do we do about clients that are trying to evade creditors?
    • What’s the best practices going forward to avoid this in the future? What are the key take aways from the La Dolce Vita Fine Dining case?
    • What are the litigation consequences of structing assets when there is a creditor claim?
    • How can you protect the Trustee?
    • What are the litigation trends we are seeing today?
    • How can you “stress test” wealth holding structures?
    • What can go wrong with structures and how to fix this?

    Chair

    John Shoemaker

    Registered Foreign Lawyer

    Butler Snow

    Speakers

    Edmund Leow

    Senior Partner, Senior Counsel

    Dentons Rodyk & Davidson

    Tan Woon Hum

    Partner, Head of Trust, Asset & Wealth Management Practice

    Shook Lin & Bok

    Marcus Parker

    Partner

    Stewarts Law

    Wen Ni Aw

    Partner

    Wong Partnership

  • 1.00pm

    Lunch & Networking

  • 2.00pm

    Workshop - The challenges of continuing the family legacy

    Feisal Alibhai

    Founder & Integrative Head

    Qineticare

    • Which life stage are you in?
    • Step 1 - Family Harmony Assessments for each of the 2nd generation
    • Step 2 - Individual tailored pathways for each of the 2nd generation
    • Step 3 - Retreats for siblings, and assessments & pathways for spouses
  • 2.45pm

    Workshop - Millionaire Migration – Release of the Henley Wealth Migration Index 2023

    Scott Moore, IMCM

    Managing Director

    Henley & Partners

    • Where did millionaires move to in 2022 and where are they projected to go in 2023
    • Why have the millionaire migration ranking changed so much post covid
    • Domicile diversification – a new asset class for the wealthy
  • 3.30pm

    Refreshment & Networking

  • 4.00pm

    Panel Discussion

    Helping UHNW clients transfer true wealth

    • Does big money equal big problems? What's your view?
    • What are the key ingredients of successful succession planning?
    • Why should any private wealth adviser care about this discussion?
    • Mind the Gap: Imposition and Expectations
    • Importance of family wellbeing in transition planning for rising generation
    • The Missing Piece in Holistic Continuity Audit: Integrative Family Dynamics

    Chair

    Feisal Alibhai

    Founder & Integrative Head

    Qineticare

    Speakers

    David Chong

    Founder & President

    Portcullis Group

    Carolyn Leng

    Managing Director

    Bordier & Cie

    Anthony Chan

    Chief Executive Officer

    Isola Capital

    Kimmis Pun

    Managing Director, Family Office

    Shenning Investments

  • 5.00pm

    Forum Ends

Jun 14

HUBBIS WEALTH SOLUTIONS FORUM 2023

The Fullerton Hotel,Singapore

Speakers

Roger Chi

1291 Group

Carolyn Leng

Bordier & Cie

John Shoemaker

Butler Snow

Michael Velten

Deloitte

Marc Anley

Deloitte

Edmund Leow

Dentons Rodyk & Davidson

Rohit Ganguli

EFG Bank

Bryan Henning

Eton Solutions

Ethan Chue

Family Succession Advisors

Scott Moore, IMCM

Henley & Partners

Tess Wilkinson

Henley & Partners

Anthony Chan

Isola Capital

Lee Sleight

Lombard International Assurance

Lee Wong

Lombard Odier

Francis Liu

Lombard Odier

Sharon Yam

Ocorian

Shawn Wang

Ocorian

David Chong

Portcullis Group

Feisal Alibhai

Qineticare

Alexandra Geiger

Rajah & Tann Singapore LLP

Kimmis Pun

Shenning Investments

Tan Woon Hum

Shook Lin & Bok

Gautam Duggal

Standard Chartered Bank

Marcus Parker

Stewarts Law

Tommy Leung

UBS Global Wealth Management

Yeoh Lian Chuan

Withers KhattarWong

Wen Ni Aw

Wong Partnership

Jun 14

HUBBIS WEALTH SOLUTIONS FORUM 2023

The Fullerton Hotel,Singapore

Partners

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Jun 14

HUBBIS WEALTH SOLUTIONS FORUM 2023

The Fullerton Hotel,Singapore

Summary

Setting the Scene for the 2023 Forum:

Approaching private clients on matters of wealth structuring and estate planning is difficult anywhere in the world, and perhaps especially sensitive in some parts of Asia. The June 14 Hubbis Wealth Solutions Forum (Singapore) will see an erudite group of expert speakers review the state of the wealth management industry in the region, and in particular survey the evolution of carefully planned and well-executed wealth, estate and succession planning and structuring, all from the perspective of the engagement with the client base and the nurturing of the right types of discussions around these important subjects.

The mission is to help unravel the nuances of the right approaches, and how the wealth industry and associated advisors can encourage private clients in the region to adopt the best products, solutions and structures to safeguard and build their investible wealth in their lifetimes, as well as to help facilitate the transition of their estate to their loved ones later on.

Estate and succession planning & solutions are certainly key areas for rising emphasis in Asia, as the founder generations age and as the younger generations return from overseas armed with their Western education.

For wealth management to thrive in Asia, there is accordingly no doubt that the quality of advice on investments, wealth structuring, and estate planning must all improve; hence there is a growing emphasis on both the professionalisation and related expansion of the products and solutions the broad remit of the wealth industry and professional services and fiduciary firms can offer in order to keep their private clients engaged, and well organised.

Join us on June 14 for what will be an insightful, informative, and thought-provoking event. And remember, to give you even more understanding of what you can expect from the 2023 event, you can view the Agenda and Speakers from our very successful 2022 event. CLICK HERE

Jun 14

HUBBIS WEALTH SOLUTIONS FORUM 2023

The Fullerton Hotel,Singapore

Event Highlights

Hubbis is delighted to have hosted a very successful inaugural HUBBIS WEALTH SOLUTIONS FORUM 2023 on Wednesday 14th June in Singapore.

Thanks to our exclusive partner: 1291 Group, Henley & Partners, Lombard International Assurance, Ocorian, Eton Solutions, Butler Snow, J. Rotbart & Co., Deloitte Private, Qineticare and Wealtra.

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 

Panel Discussion - How can private wealth managers continue to capture growth opportunities?

Article - Capturing the Growth Opportunities in Optimising Wealth Solutions for Private Clients
Lee Sleight,
Head of Business Development, Asia, Lombard International Assurance

 

Panel Discussion - Trusts and AML Risk Management

Article - The Role of Trustees in AML Risk Management and Regulatory Obligations & Realities
Sharon Yam,
Regional Head, APAC, Ocorian

 

Panel Discussion - Family Offices – keeping the dream alive

Article - Family Offices and the New Dawn for UHNW Wealth Management in Asia

 

Panel Discussion - Trust Litigation

Article - The Challenges Around Trusts, Trustees and Trust Litigation from a Singapore Viewpoint
Wen Ni Aw,
Partner, Wong Partnership

 

Panel Discussion - Helping UHNW Families transfer true wealth

Article - Words of Advice on the Art & Science of Smart HNW and UHNW Wealth Transfer in Asia
Anthony Chan,
Chief Executive Officer, Isola Capital

Article - The Opportunities and Challenges in Helping UHNW Families Transfer Businesses and Wealth to their Beneficiaries
Kimmis Pun,
Managing Director, Family Office, Shenning Investments

 

Presentations

What are the Options for HNW Life Insurance?
Roger Chi, Managing Partner, 1291 Group
View video of presentation

Article - The World of Life Insurance and Selecting the Right Policies for Wealthy Asian Clients

 

Family Businesses – how to build and sustain a successful enterprise
Sharon Yam, Regional Head, APAC, Ocorian
View video of presentation

Article - Family Businesses – How to Sustain Successful Family Enterprises through the Generations

 

How does Residency and Citizenship impact the choices for Further education?
Tess Wilkinson, Director of Education Services, Henley & Partners
View video of presentation
Article - How to Secure a Top-Class Overseas Education Alongside Optimised Residence & Citizenship Alternatives

 

Transforming a Family Office to Reimagine the Value it Delivers
Bryan Henning, SVP, Head of International, Eton Solutions
View video of presentation
Article - Eton Solutions - Transforming a Family Office to Reimagine the Value it Delivers

 

Succession & Wealth Planning in an Increasingly Uncertain World
Lee Sleight, Head of Business Development, Asia, Lombard International Assurance
View video of presentation
Article - Lombard International Assurance Expert Lee Sleight on Wealth & Succession Planning in an Uncertain World

 

Is the U.S. nearing a global information exchange commitment?
John Shoemaker, Registered Foreign Lawyer, Butler Snow
View video of presentation
Article - Leading US Lawyer John Shoemaker Examines the Possibility of the US Opening to Global Information Exchange

 

Workshops

The challenges of continuing the family legacy
Feisal Alibhai, Founder & Integrative Head, Qineticare
View video of workshop

 

Millionaire Migration – Release of the Henley Wealth Migration Index 2023
Scott Moore, IMCM, Managing Director, Henley & Partners
View video of workshop
Article - Henley & Partners’ Scott Moore Reviews Key Findings from the Henley Private Wealth Migration Report 2023

Jun 14

HUBBIS WEALTH SOLUTIONS FORUM 2023

The Fullerton Hotel,Singapore