HUBBIS WEALTH SOLUTIONS FORUM 2023

The Fullerton Hotel,Singapore

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