INDEPENDENT WEALTH MANAGEMENT FORUM 2022
Pan Pacific Hotel，Singapore
Hubbis was delighted host our 8th annual event in Singapore for the Independent Wealth Management Community.
The refreshed format we have adopted for our events in 2022 worked particularly well, including as it did head-to-head interviews, presentations, panel discussions.
We are pleased to report that more than 175 colleagues attended the event for the day, including 16 speakers. Together they represented a remarkable cross-section of the Asian independent wealth management industry, which is enjoying both a solid growth trajectory as the accumulation of private wealth continues, and is also facing numerous challenges driven by competition, the struggle to incorporate digital technologies and of course, the ubiquitous drive towards tighter regulation and compliance.
The Forum covered numerous aspects of wealth management today, as well as many vital features required for individuals and businesses to future-proof their careers and their operations in the face of the proliferating challenges ahead. The most fundamental impression from the day was that there are indeed perhaps more opportunities than there are challenges and that those who adapt will not only survive but also reap the rewards in the future.
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].
- Lucie Hulme, Chief Executive Officer & Partner, TriLake Partners
- Mandeep Nalwa Chief Executive Officer Asia & Middle East, Taurus Wealth Advisors
- Olivier Mivelaz CEO & Founder Swiss-Asia Financial Services
- Andrew Hendry Head of Distribution, Asia Janus Henderson Investors
- Mark Nelligan, Chief Executive Officer, Pershing Singapore, a BNY Mellon company
- Anthonia Hui, Chief Executive Officer, AL Wealth Partners
- Cheryl Chong, Co-founder, The Social Co
- Tuck Meng Yee, Partner, JRT Partners
- Lucy Gao-Azak, Chief Operating Officer & Head of Wealth Management, Crossinvest (Asia)
- David Doerig, Chief Operating Officer, Corecam
- Urs Brutsch, Managing Partner & Founder, HP Wealth Management
- Rafael Weber, Head of Institutional Clients, Swissquote
- Donald Klip, Co-Founder, Global Mortgage Group
- Gary Tiernan, CEO – Capital, Golden Equator
- Philipp Piaz, Partner, Finaport
Presentation - A Deeper Dive: The Pathway to Inclusive Investment
Mark Nelligan, Chief Executive Officer, Pershing Singapore, a BNY Mellon company
Presentation - War, Inflation and Biotech
Andrew Hendry, Head of Distribution Asia, Janus Henderson Investors
Presentation - Is the era of the new platform here
Rafael Weber, Head of Institutional Clients, Swissquote
Presentation - International Real Estate Financing for High Net Worth Clients
Robert Chadwick, CEO, America Mortgages
Presentation - Roadmap to building a Competitive Advantage to grow your business with Digital Assets
David Packham, CEO and Founder, Chintai
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