Asian Wealth Solutions Forum 2017

Mandarin Oriental Hotel,Singapore

We were delighted to host our annual Wealth Solutions event in Singapore.  Over 300 CEOs, COOs, senior management, product/fund gatekeepers, senior wealth planning and wealth structuring practitioners attended – from a mix of Private Banks, Retail Banks, Insurance Companies, Independent Firms & Family Offices, and IFAs.

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


Content Highlights 

Video Highlights
Video Highlights Summary PDF
Event summary & poll results
Panel discussions
Presentations & Wealth TALKS


Post-event Report

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.


Event Summary 

Are HNW Asians warming to wealth management industry?
High net worth Asian clients and wealth management professionals have not always had the most comfortable of relationships. But as HNW Asian clients now face a complex world of financial opportunities and regulatory risks they are getting closer to the advisory community. A panel of wealth management experts at Hubbis Asian Wealth Solutions Forum had some thought-provoking insights into recent and future trends.


Video Highlights

At the Hubbis Digital Wealth Asia Forum in Hong Kong on November 9th, we interviewed leading industry experts. 
Full Video Highlights
Video Highlights Summary PDF
I love wealth management

Their individual interviews can be accessed below: 

Peter Brigham, Rosemont
Shanker Iyer, Iyer Practice Advisers
Richard Sayers, Equiom Group
Woon Hum Tan, Shook Lin & Bok
Ian Black, AAM Advisory
Gary Tiernan, Crossinvest
Scott Moore, IMCM, Henley & Partners
Aaron Mullins, Asiaciti Trust
Nigel Rivers, Capital Solutions
Britta Pfister, Rothschild Trust
Kevin Lee, Zhong Lun Law Firm
Mark Smallwood, Confidentem Private Office
Gerard Gardner, EFG Wealth Solutions
Thomas Vonrueti, Singapore Life
Craig Ellis, Charles Monat


Panel Discussions 

We held 5 interactive panel discussions throughout the day – which involved 27 senior industry practitioners who we invited to participate and share their thoughts. We have also incorporated into the summaries below the briefing notes which speakers sent to us in advance of the event. Plus, we have included the results of audience polling as well as questions we received from delegates. Click on each headline to view the PDFs.


Is wealth planning the answer for private banks in Asia?
Can private banks in Asia satisfy their clients’ growing needs for advice as well as their firms’ constant need for revenues? Where do client relationships and fee income meet in some form of harmony?

Panel members
David Koay, Managing Director, Head of Wealth Management, Singapore & Malaysia Markets, BNP Paribas Wealth Management
Lavanya Chari, Managing Director, Head of Global Products and Solutions, Asia Pacific, Deutsche Bank Wealth Management
Simon Lints, Chief Executive Officer - Singapore, Schroders Wealth Management
Lee Wong, Head of Family Services, Asia, Lombard Odier
Arjan De Boer, Head of Markets, Investments & Structuring, Asia, Indosuez Wealth Management


To trust or not to trust? Are HNW Asians warming to the wealth management industry?  
High net worth Asian clients and wealth management professionals have not always had the most comfortable of relationships, especially where fees are concerned, but are their needs and expectations drawing closer?

Panel members
Woon Shiu Lee, Managing Director, Head of Wealth Planning (Trust and Insurance), Bank of Singapore
Britta Pfister, Managing Director, Head Wealth Planning Asia Pacific, Rothschild Trust
Anthonia Hui, Chief Executive Officer, AL Wealth Partners
Walter de Oude, Founder & Chief Executive Officer, Singapore Life
Shanker Iyer, Founder & Chairman, The Iyer Practice
Gez Owen, Managing Director & General Counsel, Hubbis


The right wavelength for HNW client discussions
Relationship managers are part financial adviser and part therapist. They need to be sensitive to the client’s character, as well as probing enough to dig for the key information they require to offer relevant advice. It is not always easy to juggle these different balls.

Panel members
Gerard Gardner, Global Head Wealth Solutions, EFG Wealth Solutions
Mark Smallwood, Managing Director, Confidentem Private Office
Ian Black, Head of Financial Planning and Wealth Solutions, AAM Advisory
Gary Tiernan, Head of Investments, Crossinvest
Richard Sayers, Managing Director, Singapore, Equiom Group
Jonathan Cheong, Head of Default Risk Management and Solutions, Ingenia Consultants


Families matter – how wealth advisors and lawyers can help transition wealth
Leading lawyers and financial consultants discuss how the wealth management industry can help family businesses and the transition of their wealth to the second and third generations.

Panel members
Kevin Lee, Partner, Zhong Lun Law Firm
Patricia Woo, Partner, Squire Patten Boggs
Nigel Rivers, Founder and Chief Executive Officer, Capital Solutions
Sunil Iyer, Director, The Iyer Practice
Steven Seow, Head of Wealth Management, Asia, Mercer




Below are summaries of the Presentations and Wealth TALKS delivered at the event. These were 10-minute slots hosted either by senior industry practitioners who we invited to speak (Wealth TALKS), or by some of our event partners (Presentations). Also listed with each summary are links to the presentation slides (where these are made available by speakers). Click on each headline to view the web versions of these – from which you can also access the 1-page PDFs.


Wealth Talk: Core values and governance vital to help transition HNW family businesses
Lee Wong, Head of Family Services at Lombard Odier explained that transition planning for ultra-wealthy Asian families and family businesses is as much an art as a science.
View Slides

Presentation: Asset ownership – a simple concept convoluted by laws and practices
Ownership of assets and bank accounts might appear to be simple. But Peter Brigham, Managing Director of Rosemont International, explained to the audience why that is not always the case.
View Slides

Presentation: Catching the Wave – Alternative Life Insurance solutions for Asia’s HNW
Choice, control, flexibility, these are the three words that dominated the presentation by Stephen Hickman, CEO for Swiss Life for Singapore and Southeast Asia.
View Slides

Wealth Talk: Building client rapport for successful wealth transition in Asia
Gerard Gardner, Global Head of EFG Wealth Solutions, opined on the invaluable subject of wealth succession planning in Asia, which currently ranks as the third most important concern amongst Asia’s wealthy.
View Slides

Wealth Talk: Singapore Life offers solidity and creativity in new life launch
Walter de Oude, CEO of Singapore Life, the island republic’s newest insurance company as well, explained how Singapore Life is rising to be one of the go-to life insurers in Singapore and the region.
View Slides

Presentation: Asian investor, UK assets? Caveat Emptor, careful structuring is required
To what extent do Singaporean and other Asian owners of properties and other assets in the UK expose themselves to UK taxes? Helen Woods, managing director, Equiom Solutions, Equiom Group, explained the complexities. 
View Slides

Presentation: Henley & Partners: offering residence and citizenship solutions to Asian clients
Scott Moore, IMCM, Client Advisor and Manager at Henley & Partners, explains some of the reasons for, and benefits of, offshore residence and citizenships for Asia’s HNW individuals.
View Slides

Wealth Talk: Singapore, a top-quality jurisdiction for a family office or family trust
There are numerous factors to consider when a family is contemplating the establishment of a family office or family trust. Singapore is an excellent choice, says Woon Hum Tan, Partner and Head of Trust, Asset & Wealth Management at Shook, Lin and Bok law firm.
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Wealth Talk: Allying independence and teamwork in HNW wealth advisory in Asia
Confidentem Private Office is what the firm’s managing director, Mark Smallwood, calls the ‘fourth pillar’ of the wealth management industry, working with other intermediaries to bolster the advisory and other services that no single other pillar can provide.
View Slides

Wealth Talk: Why funds are preferable to trust for wealth transitioning
Can a bespoke managed fund be more appealing to Asian HNW investors for future transitioning of their wealth to younger generations and other family members? Yes, believes Sanjay Guglani, chief investment officer of Silverdale Fund Management.
View Slides